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
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10
New
$58.09 - $67.05 $581 - $671
10 $576K
GOGL
Golden Ocean Group LTD

Industrials
75
New
$7.66 - $10.06 $575 - $755
75 $574K
Doubleline Commercial Real Estate ETF
11
New
N/A
11 $569K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11
New
$50.48 - $51.04 $555 - $561
11 $554K
MTH
Meritage Homes Corp

Consumer Cyclical
8
New
$69.41 - $152.01 $555 - $1.22K
8 $546K
AVDE
American Centy ETF Tr Avantis

ETFs
8
New
$60.63 - $68.55 $485 - $548
8 $537K
AVEM
American Centy ETF Tr Avantis

ETFs
9
New
$57.11 - $62.4 $514 - $562
9 $536K
JRVR
James River Group Holdings, Ltd.

Financial Services
123
New
$3.51 - $5.02 $432 - $617
123 $535K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
20
New
$25.0 - $39.76 $500 - $795
20 $534K
MYPS
Playstudios, Inc.

Communication Services
429
New
$1.15 - $1.95 $493 - $837
429 $532K
FFIV
F5, Inc.

Technology
2
New
$251.75 - $310.6 $504 - $621
2 $525K
CHDN
Churchill Downs Inc

Consumer Cyclical
5
New
$106.5 - $132.91 $533 - $665
5 $525K
Fs Bancorp Inc Com
13
New
N/A
13 $514K
AROC
Archrock, Inc.

Energy
22
New
$22.72 - $30.34 $500 - $667
22 $511K
VIRT
Virtu Financial, Inc.

Financial Services
13
New
$34.19 - $40.96 $444 - $532
13 $508K
FYBR
Frontier Communications Parent, Inc.

Communication Services
14
New
$34.83 - $36.05 $488 - $505
14 $506K
BPOP
Popular, Inc.

Financial Services
5
New
$87.14 - $106.33 $436 - $532
5 $474K
UNM
Unum Group

Financial Services
6
New
$71.8 - $83.34 $431 - $500
6 $472K
BFS
Saul Centers, Inc.

Real Estate
14
New
$35.47 - $38.54 $497 - $540
14 $461K
SMOT
Vaneck ETF Tr Morningstar Smid
15
New
N/A
15 $459K
GLDM
World Gold Trust

ETFs
7
New
$52.19 - $61.89 $365 - $433
7 $457K
TFSL
Tfs Financial Corp

Financial Services
35
New
$12.02 - $13.88 $421 - $486
35 $447K
PTC
Ptc Inc.

Technology
3
New
$153.3 - $193.48 $460 - $580
3 $443K
UCTT
Ultra Clean Holdings, Inc.

Technology
21
New
$21.41 - $39.15 $450 - $822
21 $435K
FDS
Factset Research Systems Inc

Financial Services
1
New
$427.5 - $476.51 $428 - $477
1 $426K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
6
New
$60.74 - $73.87 $364 - $443
6 $417K
KBR
Kbr, Inc.

Industrials
8
New
$47.88 - $60.47 $383 - $484
8 $414K
R
Ryder System Inc

Industrials
3
New
$136.38 - $170.92 $409 - $513
3 $406K
EXEL
Exelixis, Inc.

Healthcare
11
New
$32.38 - $39.16 $356 - $431
11 $405K
PB
Prosperity Bancshares Inc

Financial Services
6
New
$69.3 - $80.69 $416 - $484
6 $404K
ZION
Zions Bancorporation, National Association

Financial Services
9
New
$47.0 - $59.03 $423 - $531
9 $399K
ITT
Itt Inc.

Industrials
3
New
$128.71 - $153.88 $386 - $462
3 $397K
AXS
Axis Capital Holdings LTD

Financial Services
4
New
$85.54 - $100.24 $342 - $401
4 $380K
SLG
Sl Green Realty Corp

Real Estate
7
New
$55.58 - $68.38 $389 - $479
7 $375K
RVMD
Revolution Medicines, Inc.

Healthcare
10
New
$35.36 - $44.42 $354 - $444
10 $374K
ETSY
Etsy Inc

Consumer Cyclical
8
New
$44.4 - $57.29 $355 - $458
8 $366K
Sandisk Corp Com
12
New
N/A
12 $364K
THC
Tenet Healthcare Corp

Healthcare
3
New
$119.51 - $144.98 $359 - $435
3 $363K
SWX
Southwest Gas Holdings, Inc.

Utilities
5
New
$68.42 - $78.18 $342 - $391
5 $363K
ARMK
Aramark

Industrials
11
New
$34.13 - $39.63 $375 - $436
11 $363K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
4
New
$90.18 - $98.47 $361 - $394
4 $361K
MANH
Manhattan Associates Inc

Technology
2
New
$163.5 - $295.1 $327 - $590
2 $344K
SPTL
Spdr Portfolio Long Term Treas

ETFs
13
New
$25.54 - $27.64 $332 - $359
13 $342K
ZIP
Ziprecruiter, Inc.

Industrials
62
New
$5.44 - $8.09 $337 - $502
62 $339K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2
New
$166.63 - $185.86 $333 - $372
2 $327K
ALLY
Ally Financial Inc.

Financial Services
10
New
$32.99 - $40.09 $330 - $401
10 $321K
Bunge Global Sa Com Shs
4
New
N/A
4 $319K
JNPR
Juniper Networks Inc

Technology
9
New
$34.38 - $39.03 $309 - $351
9 $318K
OGE
Oge Energy Corp.

Utilities
7
New
$39.76 - $46.32 $278 - $324
7 $315K
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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