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
SUB
Ishares Short Term National Mu

ETFs
86
New
$105.3 - $106.24 $9.06K - $9.14K
86 $9.05M
Ishares High Yield Muni Active ETF
185
New
N/A
185 $8.88M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
176
New
$45.92 - $47.58 $8.08K - $8.37K
176 $8.24M
ACHR
Archer Aviation Inc.

Industrials
1K
New
$6.8 - $11.51 $6.8K - $11.5K
1K $8.05M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123
New
$58.01 - $64.46 $7.14K - $7.93K
123 $7.69M
LCTD
Blackrock ETF World Ex Us Carb
157
New
N/A
157 $7.36M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
79
New
$95.53 - $112.45 $7.55K - $8.88K
79 $7.27M
FR
First Industrial Realty Trust Inc

Real Estate
151
New
$48.46 - $57.99 $7.32K - $8.76K
151 $7.11M
TPOR
Direxion Shs ETF Tr Daily Tran

ETFs
400
New
$23.18 - $36.98 $9.27K - $14.8K
400 $7.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
63
New
$100.59 - $103.47 $6.34K - $6.52K
63 $6.48M
EWBC
East West Bancorp Inc

Financial Services
74
New
$84.35 - $103.91 $6.24K - $7.69K
74 $6.25M
HOMB
Home Bancshares Inc

Financial Services
226
New
$27.23 - $31.23 $6.15K - $7.06K
226 $6.22M
PSMT
Pricesmart Inc

Consumer Defensive
58
New
$82.4 - $94.86 $4.78K - $5.5K
58 $5.82M
Ishares Aaa Clo Active ETF
110
New
N/A
110 $5.67M
UMH
Umh Properties, Inc.

Real Estate
323
New
$17.49 - $19.0 $5.65K - $6.14K
323 $5.64M
CRAI
Cra International, Inc.

Industrials
33
New
$172.33 - $210.97 $5.69K - $6.96K
33 $5.42M
Brookfield Infrastructure Corp Com Sub Vtg A
151
New
N/A
151 $5.42M
CNS
Cohen & Steers, Inc.

Financial Services
70
New
$75.52 - $92.6 $5.29K - $6.48K
70 $5.2M
CNXC
Concentrix Corp

Technology
107
New
$42.45 - $65.04 $4.54K - $6.96K
107 $5.15M
SHV
Ishares Tr

ETFs
46
New
$110.11 - $110.51 $5.07K - $5.08K
46 $5.08M
UTZ
Utz Brands, Inc.

Consumer Defensive
378
New
$13.18 - $15.15 $4.98K - $5.73K
378 $5.06M
LFUS
Littelfuse Inc

Technology
31
New
$196.74 - $255.16 $6.1K - $7.91K
31 $5.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55
New
$91.45 - $91.75 $5.03K - $5.05K
55 $5.04M
ADC
Agree Realty Corp

Real Estate
65
New
$68.36 - $77.19 $4.44K - $5.02K
65 $5.02M
INGR
Ingredion Inc

Consumer Defensive
38
New
$125.6 - $137.36 $4.77K - $5.22K
38 $4.95M
VMI
Valmont Industries Inc

Industrials
17
New
$285.37 - $376.98 $4.85K - $6.41K
17 $4.88M
OVV
Ovintiv Inc.

Energy
144
New
$37.84 - $45.91 $5.45K - $6.61K
144 $4.85M
UNF
Unifirst Corp

Industrials
28
New
$169.33 - $230.5 $4.74K - $6.45K
28 $4.82M
YOU
Clear Secure, Inc.

Technology
186
New
$22.12 - $27.62 $4.11K - $5.14K
186 $4.79M
LKFN
Lakeland Financial Corp

Financial Services
86
New
$59.44 - $69.54 $5.11K - $5.98K
86 $4.69M
USPH
U S Physical Therapy Inc

Healthcare
68
New
$71.93 - $90.88 $4.89K - $6.18K
68 $4.68M
TNL
Travel & Leisure Co.

Consumer Cyclical
108
New
$46.29 - $57.86 $5K - $6.25K
108 $4.65M
APLD
Applied Blockchain, Inc.

Financial Services
1.11K
New
$5.62 - $10.65 $6.21K - $11.8K
1.11K $4.51M
JEF
Jefferies Financial Group Inc.

Financial Services
98
New
$52.22 - $81.31 $5.12K - $7.97K
98 $4.43M
DJP
Barclays Bank PLC

ETFs
125
New
N/A
125 $4.22M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
67
New
$63.83 - $75.78 $4.28K - $5.08K
67 $4.15M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
36
New
$119.87 - $145.05 $4.32K - $5.22K
36 $4.13M
LKQ
Lkq Corp

Consumer Cyclical
98
New
$36.24 - $44.05 $3.55K - $4.32K
98 $4.13M
DT
Dynatrace, Inc.

Technology
92
New
$47.15 - $62.42 $4.34K - $5.74K
92 $4.05M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
48
New
$87.72 - $111.91 $4.21K - $5.37K
48 $3.99M
AGO
Assured Guaranty LTD

Financial Services
46
New
$82.9 - $95.47 $3.81K - $4.39K
46 $3.93M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
105
New
$33.84 - $37.77 $3.55K - $3.97K
105 $3.88M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
105
New
$37.37 - $42.55 $3.92K - $4.47K
105 $3.87M
Newsmax Inc Com Shs Class B
175
New
N/A
175 $3.84M
FRPT
Freshpet, Inc.

Consumer Defensive
50
New
$83.17 - $162.59 $4.16K - $8.13K
50 $3.71M
SFBS
Servis First Bancshares, Inc.

Financial Services
52
New
$80.8 - $93.58 $4.2K - $4.87K
52 $3.69M
WING
Wingstop Inc.

Consumer Cyclical
17
New
$207.0 - $311.93 $3.52K - $5.3K
17 $3.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
146
New
$24.91 - $29.02 $3.64K - $4.24K
146 $3.54M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
110
New
$30.51 - $32.85 $3.36K - $3.61K
110 $3.53M
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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