Cornerstone Planning Group LLC Reduced Holdings in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.61K
- 2.05%
$27.01 - $28.54 $124K - $132K
220K $5.6B
IWY
Ishares Tr Russell 200 Growth

ETFs
-383
- 4.94%
$210.19 - $243.33 $80.5K - $93.2K
7.37K $1.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-604
- 6.2%
$102.49 - $119.96 $61.9K - $72.5K
9.14K $895M
USTB
Victory Portfolios Ii Victorys

ETFs
-3.66K
- 1.52%
$50.08 - $50.71 $183K - $185K
236K $11.9B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-67
- 3.0%
$302.31 - $337.54 $20.3K - $22.6K
2.17K $637M
Thomson Reuters Corp Com
-752
- 33.74%
N/A
1.48K $269M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.78K
- 9.63%
$28.55 - $29.09 $50.7K - $51.7K
16.7K $467M
AOR
Ishares Tr Core Growth Allocat

ETFs
-872
- 12.79%
$56.63 - $59.39 $49.4K - $51.8K
5.95K $335M
PAVE
Global X Fds Us Infrastructure

ETFs
-577
- 12.72%
$37.31 - $43.82 $21.5K - $25.3K
3.96K $146M
IWN
Ishares Russell2000 Val ETF

ETFs
-112
- 11.02%
$149.27 - $169.4 $16.7K - $19K
904 $129M
TWLO
Twilio Inc

Communication Services
-168
- 35.67%
$94.9 - $148.35 $15.9K - $24.9K
303 $26.4M
DOCU
Docusign, Inc.

Technology
-402
- 93.93%
$74.7 - $97.7 $30K - $39.3K
26 $2.03M
IT
Gartner Inc

Technology
-52
- 65.82%
$418.25 - $548.38 $21.7K - $28.5K
27 $11M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-447
- 30.28%
$50.17 - $51.45 $22.4K - $23K
1.03K $50.9M
RINF
Proshares Trust Inflation Expe

ETFs
-657
- 32.33%
$32.51 - $33.51 $21.4K - $22K
1.38K $44.9M
VT
Vanguard Total World Stk Index

ETFs
-147
- 18.58%
$115.08 - $123.97 $16.9K - $18.2K
644 $73M
MET
Metlife Inc

Financial Services
-57
- 4.13%
$77.7 - $87.0 $4.43K - $4.96K
1.32K $98.3M
LDOS
Leidos Holdings, Inc.

Technology
-122
- 22.89%
$126.82 - $161.11 $15.5K - $19.7K
411 $58.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-71
- 21.91%
$182.82 - $196.21 $13K - $13.9K
253 $45.1M
FTV
Fortive Corp

Technology
-201
- 89.33%
$71.82 - $82.98 $14.4K - $16.7K
24 $1.61M
WST
West Pharmaceutical Services Inc

Healthcare
-7
- 6.36%
$199.11 - $347.87 $1.39K - $2.44K
103 $22.5M
NEE
Nextera Energy Inc

Utilities
-135
- 14.52%
$66.96 - $76.16 $9.04K - $10.3K
795 $53.5M
SAIC
Science Applications International Corp

Technology
-142
- 56.13%
$95.77 - $119.82 $13.6K - $17K
111 $13.3M
AXON
Axon Enterprise, Inc.

Industrials
-23
- 56.1%
$496.65 - $710.01 $11.4K - $16.3K
18 $10.4M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-68
- 47.22%
$134.68 - $159.3 $9.16K - $10.8K
76 $10.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-242
- 26.22%
$49.42 - $50.43 $12K - $12.2K
681 $34.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-221
- 22.44%
$50.72 - $50.92 $11.2K - $11.3K
764 $38.7M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-268
- 79.06%
$39.65 - $43.35 $10.6K - $11.6K
71 $2.92M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-35
- 1.39%
$21.0 - $24.67 $735 - $863
2.49K $50.4M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-10
- 4.72%
$103.02 - $140.69 $1.03K - $1.41K
202 $19.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-43
- 3.09%
$49.78 - $53.19 $2.14K - $2.29K
1.35K $65M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-335
- 27.19%
$24.22 - $24.86 $8.11K - $8.33K
897 $21.5M
DAL
Delta Air Lines, Inc.

Industrials
-30
- 11.67%
$43.6 - $69.06 $1.31K - $2.07K
227 $9.39M
OTIS
Otis Worldwide Corp

Industrials
-61
- 16.53%
$90.77 - $104.01 $5.54K - $6.34K
308 $28.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
-142
- 12.42%
$50.29 - $50.5 $7.14K - $7.17K
1K $50.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
-76
- 11.05%
$89.27 - $92.9 $6.78K - $7.06K
612 $55.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-119
- 26.62%
$47.47 - $48.84 $5.65K - $5.81K
328 $15.1M
KEY
Keycorp

Financial Services
-259
- 31.36%
$15.15 - $18.3 $3.92K - $4.74K
567 $8.23M
EMB
Ishares Tr

ETFs
-31
- 1.59%
$88.64 - $92.03 $2.75K - $2.85K
1.92K $171M
AOK
Ishares Tr Core Conservative A

ETFs
-126
- 10.03%
$36.86 - $38.15 $4.64K - $4.81K
1.13K $41.9M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-93
- 8.59%
$32.39 - $34.01 $3.01K - $3.16K
990 $31.4M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-72
- 12.7%
$31.63 - $35.22 $2.28K - $2.54K
495 $14.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
-10
- 3.39%
$72.7 - $84.32 $727 - $843
285 $18M
FCF
First Commonwealth Financial Corp

Financial Services
-112
- 7.34%
$15.37 - $17.13 $1.72K - $1.92K
1.41K $21.3M
ZD
Ziff Davis, Inc.

Communication Services
-26
- 19.55%
$37.58 - $55.5 $977 - $1.44K
107 $3.26M
AAL
American Airlines Group Inc.

Industrials
-64
- 15.88%
N/A
339 $3.16M
SRLN
Ssga Active Trust

ETFs
-41
- 2.97%
$41.02 - $41.99 $1.68K - $1.72K
1.34K $54.5M
IFRA
Ishares Tr

ETFs
-58
- 41.13%
$44.8 - $49.25 $2.6K - $2.86K
83 $3.66M
RIG
Transocean Ltd.

Energy
-569
- 54.98%
$2.67 - $4.28 $1.52K - $2.44K
466 $1.01M
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
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