Cornerstone Planning Group LLC New Holdings in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ab International Low Volatility Equity ETF
42.2K
New
N/A
42.2K $1.61B
PJUL
Innovator U.S. Equity Power Bu

ETFs
33.2K
New
$39.81 - $42.17 $1.32M - $1.4M
33.2K $1.31B
DELL
Dell Technologies Inc.

Technology
5.65K
New
$90.34 - $124.66 $511K - $704K
5.65K $504M
Ab Disruptors ETF
1.32K
New
N/A
1.32K $91.5M
AVDV
American Centy ETF Tr Avantis

ETFs
967
New
$63.74 - $71.96 $61.6K - $69.6K
967 $68.4M
FA
First Advantage Corp

Industrials
4.57K
New
$12.66 - $20.01 $57.8K - $91.4K
4.57K $63.3M
LVHI
Franklin International Low Vol

ETFs
1.66K
New
$30.53 - $32.85 $50.7K - $54.6K
1.66K $52.2M
TTAC
Fcf Us Quality ETF

ETFs
796
New
$65.72 - $67.39 $52.3K - $53.6K
796 $49.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
916
New
$50.03 - $50.27 $45.8K - $46K
916 $45.8M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.12K
New
$40.24 - $40.65 $45.2K - $45.7K
1.12K $45.6M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
715
New
$59.79 - $67.15 $42.7K - $48K
715 $41.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
92
New
$408.78 - $448.82 $37.6K - $41.3K
92 $36.4M
AIQ
Global X Funds Global X Artifi

ETFs
1K
New
$36.38 - $42.77 $36.4K - $42.8K
1K $35.1M
USXF
Ishares Esg Advanced Msci Usa

Technology
764
New
$46.38 - $52.65 $35.4K - $40.2K
764 $34.3M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
715
New
$46.18 - $47.84 $33K - $34.2K
715 $33.5M
EMGF
Ishares Msci Emerging Markets

ETFs
717
New
$44.18 - $48.23 $31.7K - $34.6K
717 $33.1M
DGRO
Ishares Core Dividend Growth E

ETFs
504
New
$60.46 - $64.42 $30.5K - $32.5K
504 $29.6M
G
Genpact LTD

Technology
573
New
$42.88 - $55.54 $24.6K - $31.8K
573 $27.2M
DOX
Amdocs LTD

Technology
313
New
$82.21 - $92.02 $25.7K - $28.8K
313 $26.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
268
New
$101.98 - $115.66 $27.3K - $31K
268 $26.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
621
New
$36.91 - $41.03 $22.9K - $25.5K
621 $25M
IGRO
Ishares Tr International Divid

ETFs
329
New
$66.91 - $73.87 $22K - $24.3K
329 $24.2M
HYG
Ishares Tr

ETFs
307
New
$78.51 - $80.11 $24.1K - $24.6K
307 $23.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
297
New
$76.77 - $82.22 $22.8K - $24.4K
297 $22.4M
RE
Everest Re Group LTD

Financial Services
60
New
N/A
60 $21.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
917
New
$22.42 - $23.22 $20.6K - $21.3K
917 $20.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
225
New
$91.76 - $103.26 $20.6K - $23.2K
225 $20.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
335
New
$57.44 - $59.4 $19.2K - $19.9K
335 $19.8M
NYT
New York Times CO

Communication Services
390
New
$46.9 - $55.89 $18.3K - $21.8K
390 $19.7M
IXUS
Ishares Tr

ETFs
275
New
$65.06 - $72.31 $17.9K - $19.9K
275 $19.3M
DFIV
Dimensional ETF Tr

ETFs
459
New
$35.33 - $40.77 $16.2K - $18.7K
459 $18.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
696
New
$24.05 - $24.86 $16.7K - $17.3K
696 $17.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
33
New
$522.96 - $601.18 $17.3K - $19.8K
33 $16.8M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
240
New
$63.91 - $70.19 $15.3K - $16.8K
240 $16.3M
Ishares International Dividend Active ETF
621
New
N/A
621 $15.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
251
New
$58.81 - $68.2 $14.8K - $17.1K
251 $14.2M
WTFC
Wintrust Financial Corp

Financial Services
113
New
$107.76 - $136.92 $12.2K - $15.5K
113 $12.2M
QBTS
D Wave Quantum Inc.

Technology
1.7K
New
$3.83 - $11.18 $6.51K - $19K
1.7K $12.1M
Qiagen Nv Com Shs
285
New
N/A
285 $12.1M
HLNE
Hamilton Lane Inc

Financial Services
79
New
$137.87 - $170.18 $10.9K - $13.4K
79 $11.4M
HYGW
Ishares Tr High Yield Corporat
366
New
N/A
366 $11.3M
NLOK
Norton Life Lock Inc.

Technology
445
New
N/A
445 $10.9M
AFG
American Financial Group Inc

Financial Services
83
New
$119.82 - $138.45 $9.95K - $11.5K
83 $10.7M
Ishares Advantage Large Cap Income ETF
377
New
N/A
377 $10.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
626
New
$16.57 - $18.85 $10.4K - $11.8K
626 $10M
Ea Bridgeway Omni Small Cap Value ETF
532
New
N/A
532 $9.61M
SCHP
Schwab Strategic Us Tips ETF

ETFs
361
New
$25.69 - $26.89 $9.27K - $9.71K
361 $9.57M
DFSD
Dimensional ETF Tr Short Durat

ETFs
199
New
$46.74 - $47.55 $9.3K - $9.46K
199 $9.42M
NU
Nu Holdings Ltd.

Financial Services
805
New
$10.12 - $13.95 $8.15K - $11.2K
805 $9.25M
Activity Summary
Buys All Purchases 1108 New Holdings 312 Increased Positions 796 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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