Cornerstone Planning Group LLC Reduced Holdings in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-156
- 87.64%
$404.94 - $499.99 $63.2K - $78K
22 $1.75M
UBER
Uber Technologies, Inc

Technology
-210
- 21.99%
$86.91 - $99.57 $18.3K - $20.9K
745 $4.19M
Unusual Whales Subversive Democratic Trading ETF
-1.68K
- 84.43%
N/A
309 $3.24M
FEMS
First Trust Emerging Markets S

ETFs
-2.76K
- 3.55%
$40.83 - $44.87 $112K - $124K
74.9K $3.17B
ABNB
Airbnb, Inc.

Consumer Cyclical
-521
- 78.58%
$118.3 - $142.16 $61.6K - $74.1K
142 $10.5M
PRU
Prudential Financial Inc

Financial Services
-508
- 63.34%
$100.68 - $109.89 $51.1K - $55.8K
294 $8.25M
AMD
Advanced Micro Devices Inc

Technology
-383
- 90.97%
$134.8 - $184.42 $51.6K - $70.6K
38 $414K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.1K
- 98.45%
$33.26 - $34.01 $69.9K - $71.5K
33 $953K
PEP
Pepsico Inc

Consumer Defensive
-261
- 45.16%
$133.81 - $152.16 $34.9K - $39.7K
317 $11.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.3K
- 96.36%
$52.12 - $55.33 $67.6K - $71.8K
49 $2.26M
RTX
Raytheon Technologies Corp

Industrials
-114
- 28.29%
$144.19 - $167.33 $16.4K - $19.1K
289 $1.94M
VXF
Vanguard Extended Market ETF

ETFs
-264
- 61.97%
$193.58 - $213.07 $51.1K - $56.3K
162 $23.1M
VT
Vanguard Total World Stk Index

ETFs
-502
- 82.84%
$128.41 - $138.03 $64.5K - $69.3K
104 $19.3M
PHM
Pultegroup Inc

Consumer Cyclical
-366
- 81.7%
$108.0 - $141.42 $39.5K - $51.8K
82 $903K
SAP
Sap Se

Technology
-160
- 86.96%
$252.42 - $311.93 $40.4K - $49.9K
24 $720K
ALL
Allstate Corp

Financial Services
-233
- 96.68%
$192.0 - $214.65 $44.7K - $50K
8 $314K
SYK
Stryker Corp

Healthcare
-121
- 94.53%
$368.57 - $403.53 $44.6K - $48.8K
7 $306K
DHR
Danaher Corp

Healthcare
-234
- 75.24%
$181.46 - $212.2 $42.5K - $49.7K
77 $13.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-944
- 93.0%
$50.23 - $50.48 $47.4K - $47.7K
71 $3.59M
SUN
Sunoco LP

Energy
-851
- 93.62%
$48.42 - $55.31 $41.2K - $47.1K
58 $2.92M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-138
- 89.61%
$301.44 - $365.84 $41.6K - $50.5K
16 $2.85M
SE
Sea LTD

Consumer Cyclical
-192
- 62.14%
$146.23 - $196.5 $28.1K - $37.7K
117 $3.68M
WFC
Wells Fargo & Company

Financial Services
-855
- 78.66%
$77.05 - $85.16 $65.9K - $72.8K
232 $42M
AEM
Agnico Eagle Mines LTD

Basic Materials
-274
- 77.4%
$116.14 - $168.56 $31.8K - $46.2K
80 $5.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-212
- 96.8%
$195.41 - $212.37 $41.4K - $45K
7 $2.1M
RINF
Proshares Trust Inflation Expe

ETFs
-1.14K
- 81.96%
$32.31 - $33.32 $36.7K - $37.9K
250 $4.55M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3.44K
- 99.77%
$11.55 - $12.56 $39.7K - $43.2K
8 $547K
TRV
Travelers Companies, Inc.

Financial Services
-138
- 87.9%
$250.62 - $279.43 $34.6K - $38.6K
19 $1.5M
U
Unity Software Inc.

Technology
-1.19K
- 97.53%
$24.01 - $46.53 $28.5K - $55.2K
30 $1.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-514
- 89.08%
$65.64 - $78.22 $33.7K - $40.2K
63 $861K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-551
- 68.62%
$67.01 - $72.84 $36.9K - $40.1K
252 $17.1M
TWLO
Twilio Inc

Communication Services
-295
- 97.36%
$92.44 - $132.7 $27.3K - $39.1K
8 $455K
A
Agilent Technologies, Inc.

Healthcare
-188
- 56.29%
$112.04 - $128.75 $21.1K - $24.2K
146 $1.46M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.02K
- 45.57%
$39.84 - $43.15 $40.6K - $43.9K
1.22K $54.1M
ACN
Accenture PLC

Technology
-49
- 32.89%
$232.56 - $304.78 $11.4K - $14.9K
100 $524K
NEE
Nextera Energy Inc

Utilities
-645
- 79.43%
$69.77 - $77.54 $45K - $50K
167 $22.6M
TYL
Tyler Technologies Inc

Technology
-55
- 96.49%
$522.22 - $611.76 $28.7K - $33.6K
2 $105K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.09K
- 87.02%
$28.92 - $32.19 $31.4K - $35K
162 $4.76M
SRLN
Ssga Active Trust

ETFs
-1.09K
- 80.09%
$41.28 - $41.65 $45.2K - $45.6K
272 $25.2M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.37K
- 8.62%
$82.71 - $88.14 $113K - $120K
14.5K $1.29B
VGSH
Vanguard

ETFs
-698
- 93.07%
$58.43 - $58.88 $40.8K - $41.1K
52 $13.2M
VALE
Vale S.A.

Basic Materials
-3.07K
- 99.35%
$9.53 - $10.95 $29.3K - $33.6K
20 $281K
TOST
Toast, Inc.

Technology
-614
- 97.77%
$36.51 - $49.3 $22.4K - $30.3K
14 $489K
TTD
Trade Desk, Inc.

Technology
-316
- 95.47%
$43.93 - $89.76 $13.9K - $28.4K
15 $19K
DAL
Delta Air Lines, Inc.

Industrials
-433
- 82.01%
$49.0 - $61.97 $21.2K - $26.8K
95 $1.2M
RELX
Relx PLC

Communication Services
-633
- 95.91%
$45.13 - $54.19 $28.6K - $34.3K
27 $6.87M
D
Dominion Energy, Inc

Utilities
-481
- 97.96%
$56.32 - $62.1 $27.1K - $29.9K
10 $4.05M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-812
- 81.2%
$30.71 - $30.86 $24.9K - $25.1K
188 $4.79M
XLU
Utilities Sector Spdr

ETFs
-15
- 4.72%
$81.14 - $87.32 $1.22K - $1.31K
303 $1.69M
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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