Cornerstone Planning Group LLC New Holdings in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTDR
Matador Resources CO

Energy
355
New
$44.93 - $52.55 $16K - $18.7K
355 $14M
MGC
Vanguard Mega Cap ETF

ETFs
100
New
$224.2 - $245.55 $22.4K - $24.6K
100 $13.7M
AA
Alcoa Corp

Basic Materials
177
New
$28.4 - $33.85 $5.03K - $5.99K
177 $13.1M
RGLD
Royal Gold Inc

Basic Materials
350
New
$151.42 - $200.58 $53K - $70.2K
350 $12.9M
CNXC
Concentrix Corp

Technology
313
New
$45.94 - $62.0 $14.4K - $19.4K
313 $12.8M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
244
New
$49.55 - $52.25 $12.1K - $12.7K
244 $12.7M
RYN
Rayonier Inc

Real Estate
123
New
$22.68 - $27.11 $2.79K - $3.33K
123 $12.4M
ISCV
Ishares Morningstar Small Cap

ETFs
187
New
$61.33 - $67.87 $11.5K - $12.7K
187 $12.3M
HDB
Hdfc Bank LTD

Financial Services
334
New
$34.14 - $78.94 $11.4K - $26.4K
334 $12.3M
TME
Tencent Music Entertainment Group

Communication Services
69
New
$19.17 - $26.36 $1.32K - $1.82K
69 $12.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
124
New
$137.51 - $145.26 $17.1K - $18K
124 $11.8M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
600
New
$18.93 - $19.47 $11.4K - $11.7K
600 $11.7M
DOUG
Douglas Elliman Inc.

Real Estate
61
New
$2.12 - $3.11 $129 - $190
61 $11M
FN
Fabrinet

Technology
25
New
$277.04 - $389.47 $6.93K - $9.74K
25 $11M
IRMD
Iradimed Corp

Healthcare
138
New
$56.19 - $74.27 $7.75K - $10.2K
138 $10.5M
VUG
Vanguard Growth ETF

ETFs
13
New
$433.97 - $484.08 $5.64K - $6.29K
13 $10.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
19
New
$75.26 - $80.19 $1.43K - $1.52K
19 $9.43M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
120
New
$72.04 - $77.35 $8.64K - $9.28K
120 $9.19M
HSTM
Healthstream Inc

Healthcare
369
New
$25.65 - $29.3 $9.46K - $10.8K
369 $9.06M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
96
New
$92.99 - $105.19 $8.93K - $10.1K
96 $8.92M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
372
New
$39.8 - $42.86 $14.8K - $15.9K
372 $8.86M
ISCG
Ishares Morningstar Small Cap

ETFs
150
New
$49.84 - $55.14 $7.48K - $8.27K
150 $8.27M
Vestis Corporation Com Shs
277
New
N/A
277 $8.18M
GFI
Gold Fields LTD

Basic Materials
207
New
$23.36 - $42.3 $4.84K - $8.76K
207 $8.03M
Sprott Active Metals & Miners ETF
290
New
N/A
290 $7.96M
FMX
Mexican Economic Development Inc

Consumer Defensive
82
New
$83.67 - $106.19 $6.86K - $8.71K
82 $7.84M
INMU
Blackrock ETF Tr Ii Intermedia
324
New
$23.29 - $23.97 $7.55K - $7.77K
324 $7.82M
BE
Bloom Energy Corp

Industrials
56
New
$22.13 - $86.27 $1.24K - $4.83K
56 $7.16M
UHAL
Amerco

Industrials
294
New
$55.87 - $63.85 $16.4K - $18.8K
294 $7.13M
OSIS
Osi Systems Inc

Technology
76
New
$208.12 - $249.24 $15.8K - $18.9K
76 $7.06M
CPA
Copa Holdings, S.A.

Industrials
55
New
$107.44 - $122.34 $5.91K - $6.73K
55 $6.82M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
140
New
$40.68 - $46.33 $5.7K - $6.49K
140 $6.32M
AZZ
Azz Inc

Industrials
63
New
$96.74 - $119.54 $6.09K - $7.53K
63 $6.25M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
63
New
$16.23 - $20.39 $1.02K - $1.28K
63 $6.23M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
373
New
$85.93 - $92.12 $32.1K - $34.4K
373 $5.97M
VHI
Valhi Inc

Basic Materials
415
New
$15.28 - $19.03 $6.34K - $7.9K
415 $5.9M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
221
New
$161.6 - $171.2 $35.7K - $37.8K
221 $5.56M
DTM
Dt Midstream, Inc.

Energy
40
New
$99.17 - $113.27 $3.97K - $4.53K
40 $5.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
69
New
$435.72 - $463.74 $30.1K - $32K
69 $5.49M
WU
Western Union CO

Financial Services
52
New
$7.88 - $8.84 $410 - $460
52 $5.1M
BRX
Brixmor Property Group Inc.

Real Estate
185
New
N/A
185 $4.85M
KRG
Kite Realty Group Trust

Real Estate
218
New
$20.94 - $23.26 $4.56K - $5.07K
218 $4.77M
SLGN
Silgan Holdings Inc

Consumer Cyclical
36
New
$41.5 - $56.76 $1.49K - $2.04K
36 $4.74M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
449
New
$79.9 - $92.0 $35.9K - $41.3K
449 $4.4M
VOX
Vanguard Communication Service

ETFs
35
New
$169.0 - $192.17 $5.92K - $6.73K
35 $4.38M
Proshares Ultra Xrp ETF
38
New
N/A
38 $4.33M
BAP
Credicorp LTD

Financial Services
16
New
$220.56 - $278.29 $3.53K - $4.45K
16 $4.16M
RING
Ishares Inc Msci Global Gold M

ETFs
65
New
$42.96 - $64.71 $2.79K - $4.21K
65 $4.04M
CACI
Caci International Inc

Technology
7
New
N/A
7 $3.94M
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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