Cornerstone Planning Group LLC Reduced Holdings in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.5K
- 7.82%
$481.22 - $538.17 $5.05M - $5.65M
124K $63.6B
USTB
Victory Portfolios Ii Victorys

ETFs
-30.8K
- 11.39%
$50.06 - $50.85 $1.54M - $1.57M
240K $12.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.3K
- 10.48%
$26.93 - $84.95 $709K - $2.24M
225K $6.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.97K
- 33.76%
$113.92 - $127.38 $566K - $633K
9.75K $1.16B
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.09K
- 21.2%
$216.72 - $244.71 $452K - $511K
7.76K $1.82B
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.6K
- 46.12%
$160.89 - $176.18 $257K - $281K
1.86K $312M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.38K
- 56.32%
$126.68 - $134.74 $175K - $186K
1.07K $142M
VBR
Vanguard Small Cap Value ETF

ETFs
-868
- 76.48%
$197.36 - $217.3 $171K - $189K
267 $55M
EFG
Msci Eafe Growth ETF

ETFs
-1.5K
- 55.11%
$96.83 - $106.88 $145K - $160K
1.22K $124M
VO
Vanguard Mid Cap ETF

ETFs
-488
- 79.09%
$261.5 - $284.63 $128K - $139K
129 $35.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.53K
- 12.09%
$28.6 - $29.27 $72.5K - $74.2K
18.4K $536M
Linde PLC Shs
-64
- 5.78%
N/A
1.04K $459M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.15K
- 90.16%
$47.29 - $84.74 $54.1K - $97K
125 $10M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.11K
- 13.05%
$45.07 - $47.1 $49.9K - $52.1K
7.38K $336M
XLK
Technology Sector Spdr

ETFs
-212
- 29.08%
$220.26 - $241.44 $46.7K - $51.2K
517 $118M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-651
- 22.33%
$77.86 - $79.27 $50.7K - $51.6K
2.26K $178M
XLV
Select Sector Spdr Fund Health

ETFs
-341
- 51.59%
$136.28 - $154.74 $46.5K - $52.8K
320 $47.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-538
- 47.19%
$57.29 - $63.1 $30.8K - $33.9K
602 $35.6M
PINS
Pinterest, Inc.

Communication Services
-1.02K
- 68.68%
$28.24 - $34.15 $28.9K - $35K
467 $15.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-73
- 9.1%
$570.51 - $610.59 $41.6K - $44.6K
729 $439M
LDOS
Leidos Holdings, Inc.

Technology
-37
- 6.49%
$143.17 - $201.39 $5.3K - $7.45K
533 $79.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-324
- 10.41%
$77.02 - $78.58 $25K - $25.5K
2.79K $216M
SG
Sweetgreen, Inc.

Consumer Cyclical
-300
- 15.67%
$31.7 - $43.97 $9.51K - $13.2K
1.61K $48.7M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.58K
- 84.52%
$7.63 - $16.88 $19.7K - $43.5K
472 $7.59M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-511
- 18.41%
$45.17 - $47.23 $23.1K - $24.1K
2.27K $103M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-527
- 99.43%
$44.21 - $46.46 $23.3K - $24.5K
3 $128K
XOM
Exxon Mobil Corp

Energy
-4
- 0.13%
$105.51 - $125.37 $422 - $501
2.98K $328M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.19K
- 10.51%
$21.1 - $23.08 $25.1K - $27.4K
10.1K $224M
ZTS
Zoetis Inc.

Healthcare
-95
- 46.12%
$162.24 - $194.42 $15.4K - $18.5K
111 $19.2M
UBER
Uber Technologies, Inc

Technology
-123
- 14.15%
$59.93 - $86.34 $7.37K - $10.6K
746 $51.3M
XLC
Select Sector Spdr Tr Communic

ETFs
-225
- 32.1%
$89.66 - $102.16 $20.2K - $23K
476 $48M
LLY
Eli Lilly & CO

Healthcare
-7
- 6.14%
$727.2 - $932.06 $5.09K - $6.52K
107 $86.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-137
- 59.05%
$115.08 - $119.55 $15.8K - $16.4K
95 $11M
STWD
Starwood Property Trust, Inc.

Real Estate
-779
- 39.97%
$18.95 - $20.37 $14.8K - $15.9K
1.17K $22.7M
BNDX
Vanguard Total International B

ETFs
-222
- 4.29%
$48.91 - $50.61 $10.9K - $11.2K
4.95K $243M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-145
- 19.52%
$87.1 - $98.49 $12.6K - $14.3K
598 $52.8M
TXN
Texas Instruments Inc

Technology
-67
- 55.37%
N/A
54 $10.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-171
- 6.96%
$44.04 - $49.49 $7.53K - $8.46K
2.29K $100M
PEP
Pepsico Inc

Consumer Defensive
-52
- 9.32%
$151.29 - $176.1 $7.87K - $9.16K
506 $78.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-180
- 23.65%
$70.63 - $78.23 $12.7K - $14.1K
581 $42.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-168
- 74.34%
$80.13 - $83.77 $13.5K - $14.1K
58 $4.69M
TTWO
Take Two Interactive Software Inc

Communication Services
-79
- 94.05%
$147.66 - $190.46 $11.7K - $15K
5 $939K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 3.9%
$485.52 - $625.25 $5.83K - $7.5K
296 $161M
VTI
Vanguard Total Stock Market Et

ETFs
-61
- 11.05%
$280.04 - $302.45 $17.1K - $18.4K
491 $146M
IEMG
Ishares Inc

ETFs
-37
- 1.4%
N/A
2.61K $137M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-120
- 17.34%
$96.64 - $101.23 $11.6K - $12.1K
572 $55.8M
MBB
Ishares Tr

ETFs
-118
- 10.95%
$91.26 - $95.82 $10.8K - $11.3K
960 $88.4M
PARA
Paramount Global

Communication Services
-1.06K
- 80.96%
$10.27 - $11.57 $10.9K - $12.3K
249 $2.78M
TFLO
Ishares Treasury Floating Rate

ETFs
-212
- 57.45%
$50.37 - $50.63 $10.7K - $10.7K
157 $7.97M
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email