Cornerstone Planning Group LLC Reduced Holdings in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-647
- 94.45%
$75.88 - $83.21 $49.1K - $53.8K
38 $3.17M
IEFA
Ishares Tr

ETFs
-708
- 62.71%
$70.09 - $78.74 $49.6K - $55.7K
421 $31.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-359
- 36.34%
$162.64 - $179.3 $58.4K - $64.4K
629 $114M
MBB
Ishares Tr

ETFs
-468
- 30.27%
$90.85 - $96.66 $42.5K - $45.2K
1.08K $100M
LMT
Lockheed Martin Corp

Industrials
-88
- 7.73%
$460.3 - $584.56 $40.5K - $51.4K
1.05K $575M
KMI
Kinder Morgan, Inc.

Energy
-2.52K
- 61.02%
$19.72 - $22.22 $49.8K - $56.1K
1.61K $39.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-846
- 45.73%
$49.77 - $51.95 $42.1K - $43.9K
1K $51.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-413
- 37.38%
$96.25 - $101.98 $39.8K - $42.1K
692 $68.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.13K
- 48.77%
$44.24 - $49.47 $49.8K - $55.7K
1.18K $59.9M
GOOGL
Alphabet Inc.

Communication Services
-414
- 15.1%
$148.65 - $191.18 $61.5K - $79.1K
2.33K $395M
IVW
Ishares S&P 500 Growth ETF

ETFs
-671
- 29.11%
$84.77 - $97.13 $56.9K - $65.2K
1.63K $161M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-655
- 94.65%
$51.02 - $52.74 $33.4K - $34.5K
37 $1.94M
TAP
Molson Coors Beverage CO

Consumer Defensive
-665
- 93.79%
$49.94 - $57.52 $33.2K - $38.3K
44 $2.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
-380
- 62.71%
$79.29 - $84.02 $30.1K - $31.9K
226 $18.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.04K
- 29.83%
$41.9 - $48.26 $43.7K - $50.4K
2.46K $115M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-454
- 53.86%
$45.2 - $47.87 $20.5K - $21.7K
389 $8.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-383
- 11.61%
$76.94 - $79.54 $29.5K - $30.5K
2.92K $229M
IXN
Ishares Global Information Tec

ETFs
-374
- 94.92%
$73.0 - $87.81 $27.3K - $32.8K
20 $1.69M
IVE
Ishares S&P 500 Value ETF

ETFs
-153
- 49.2%
$181.06 - $197.17 $27.7K - $30.2K
158 $30.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-482
- 56.64%
$50.42 - $50.66 $24.3K - $24.4K
369 $18.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-217
- 51.06%
$106.11 - $113.72 $23K - $24.7K
208 $22.8M
WM
Waste Management Inc

Industrials
-132
- 44.3%
$196.96 - $223.45 $26K - $29.5K
166 $36.4M
VLUE
Ishares Msci Usa Value Factor

ETFs
-238
- 94.07%
$99.14 - $109.18 $23.6K - $26K
15 $1.64M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-731
- 95.18%
$32.04 - $37.11 $23.4K - $27.1K
37 $1.34M
IYE
Ishares Tr

ETFs
-498
- 79.43%
$44.44 - $49.18 $22.1K - $24.5K
129 $5.94M
VXF
Vanguard Extended Market ETF

ETFs
-184
- 29.44%
$163.98 - $182.92 $30.2K - $33.7K
441 $81.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-254
- 69.4%
$74.85 - $82.2 $19K - $20.9K
112 $8.66M
MRK
Merck & Co., Inc.

Healthcare
-37
- 2.54%
$111.15 - $128.97 $4.11K - $4.77K
1.42K $147M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-521
- 17.14%
$57.32 - $62.65 $29.9K - $32.6K
2.52K $158M
DGRO
Ishares Core Dividend Growth E

ETFs
-277
- 98.93%
$57.47 - $62.76 $15.9K - $17.4K
3 $190K
IYW
Ishares Dj Us Tech ETF

ETFs
-174
- 25.78%
$133.16 - $158.73 $23.2K - $27.6K
501 $79.1M
XLV
Select Sector Spdr Fund Health

ETFs
-80
- 10.8%
$143.3 - $157.24 $11.5K - $12.6K
661 $98.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-21
- 26.58%
$460.0 - $505.78 $9.66K - $10.6K
58 $27.3M
Solventum Corp Com Shs
-184
- 93.88%
N/A
12 $880K
LDOS
Leidos Holdings, Inc.

Technology
-240
- 29.63%
$142.66 - $163.02 $34.2K - $39.1K
570 $106M
TD
Toronto Dominion Bank

Financial Services
-164
- 57.75%
$54.54 - $64.56 $8.94K - $10.6K
120 $6.66M
ANET
Arista Networks, Inc.

Technology
-40
- 47.06%
$311.42 - $388.21 $12.5K - $15.5K
45 $18.1M
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 46.08%
$200.87 - $224.6 $9.44K - $10.6K
55 $12.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-197
- 22.21%
$56.04 - $62.99 $11K - $12.4K
690 $41.3M
COP
Conocophillips

Energy
-56
- 5.31%
$102.3 - $116.61 $5.73K - $6.53K
999 $102M
KLAC
Kla Corp

Technology
-11
- 32.35%
$696.17 - $892.35 $7.66K - $9.82K
23 $16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-99
- 55.0%
$83.76 - $91.82 $8.29K - $9.09K
81 $7.4M
PEP
Pepsico Inc

Consumer Defensive
-22
- 3.79%
$161.9 - $179.3 $3.56K - $3.94K
558 $93.5M
RSG
Republic Services, Inc.

Industrials
-38
- 35.85%
$189.34 - $208.21 $7.19K - $7.91K
68 $13.9M
VZ
Verizon Communications Inc

Communication Services
-261
- 9.89%
$38.89 - $45.0 $10.2K - $11.7K
2.38K $98.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-207
- 15.37%
$56.47 - $63.69 $11.7K - $13.2K
1.14K $69.5M
IEMG
Ishares Inc

ETFs
-421
- 13.73%
$53.64 - $53.64 $22.6K - $22.6K
2.65K $149M
NVO
Novo Nordisk A S

Healthcare
-14
- 4.19%
$119.07 - $145.42 $1.67K - $2.04K
320 $35.8M
IFRA
Ishares Tr

ETFs
-156
- 52.53%
$41.55 - $46.97 $6.48K - $7.33K
141 $6.62M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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