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
TOL
Toll Brothers, Inc.

Consumer Cyclical
-209
- 98.58%
$113.78 - $148.0 $23.8K - $30.9K
3 $1.26M
PSX
Phillips 66

Energy
-207
- 99.04%
$118.37 - $139.46 $24.5K - $28.9K
2 $76K
FCF
First Commonwealth Financial Corp

Financial Services
-1.28K
- 29.18%
$16.07 - $18.02 $20.5K - $23K
3.09K $47.8M
QCOM
Qualcomm Inc

Technology
-445
- 76.72%
$145.84 - $173.55 $64.9K - $77.2K
135 $61.3M
NVO
Novo Nordisk A S

Healthcare
-652
- 92.09%
$45.38 - $71.7 $29.6K - $46.7K
56 $9.73M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-118
- 93.65%
$185.88 - $207.44 $21.9K - $24.5K
8 $538K
Te Connectivity PLC Ord Shs
-27
- 23.48%
N/A
88 $769K
STN
Stantec Inc

Industrials
-102
- 49.04%
$105.75 - $112.26 $10.8K - $11.5K
106 $781K
PINS
Pinterest, Inc.

Communication Services
-472
- 82.52%
$32.17 - $39.17 $15.2K - $18.5K
100 $265K
UAL
United Airlines Holdings, Inc.

Industrials
-334
- 97.09%
$80.05 - $109.36 $26.7K - $36.5K
10 $8.6M
RBLX
Roblox Corp

Communication Services
-124
- 73.81%
$100.65 - $141.56 $12.5K - $17.6K
44 $701K
ZTS
Zoetis Inc.

Healthcare
-153
- 93.87%
$141.13 - $159.19 $21.6K - $24.4K
10 $3.22M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-937
- 93.05%
$31.78 - $33.69 $29.8K - $31.6K
70 $12M
RSG
Republic Services, Inc.

Industrials
-84
- 97.67%
$225.33 - $246.01 $18.9K - $20.7K
2 $87K
RJF
Raymond James Financial Inc

Financial Services
-105
- 86.78%
$154.64 - $176.43 $16.2K - $18.5K
16 $360K
NVS
Novartis Ag

Healthcare
-166
- 98.81%
$113.5 - $129.73 $18.8K - $21.5K
2 $17K
PPL
Ppl Corp

Utilities
-551
- 99.82%
$33.54 - $37.24 $18.5K - $20.5K
1 $8K
VNO
Vornado Realty Trust

Real Estate
-636
- 96.36%
$35.91 - $42.97 $22.8K - $27.3K
24 $4.88M
APO
Apollo Global Management, Inc.

Financial Services
-45
- 7.55%
$131.55 - $156.05 $5.92K - $7.02K
551 $68M
DUK
Duke Energy Corp

Utilities
-154
- 98.72%
$116.31 - $125.93 $17.9K - $19.4K
2 $526K
WST
West Pharmaceutical Services Inc

Healthcare
-24
- 29.63%
$210.08 - $279.1 $5.04K - $6.7K
57 $601K
TXN
Texas Instruments Inc

Technology
-97
- 95.1%
N/A
5 $437K
BOND
Pimco Active Bond Exchange Tra

ETFs
-226
- 41.02%
$90.83 - $93.81 $20.5K - $21.2K
325 $32.7M
ALCC
Alt C Acquisition Corp.

Financial Services
-210
- 95.02%
N/A
11 $967K
USB
Us Bancorp \De\

Financial Services
-391
- 98.24%
$43.94 - $50.41 $17.2K - $19.7K
7 $138K
RGA
Reinsurance Group Of America Inc

Financial Services
-104
- 85.25%
$177.1 - $199.23 $18.4K - $20.7K
18 $5.05M
DASH
Door Dash, Inc.

Communication Services
-65
- 94.2%
$234.5 - $272.5 $15.2K - $17.7K
4 $538K
TRGP
Targa Resources Corp.

Energy
-53
- 42.06%
$160.52 - $174.4 $8.51K - $9.24K
73 $3.69M
NOC
Northrop Grumman Corp

Industrials
-16
- 53.33%
$498.9 - $609.32 $7.98K - $9.75K
14 $840K
DRI
Darden Restaurants Inc

Consumer Cyclical
-77
- 97.47%
$184.73 - $220.27 $14.2K - $17K
2 $4K
SLB
Schlumberger Limited

Energy
-456
- 98.49%
$32.37 - $37.31 $14.8K - $17K
7 $186K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-100
- 11.39%
$82.96 - $95.7 $8.3K - $9.57K
778 $64.8M
SLF
Sun Life Financial Inc

Financial Services
-135
- 35.62%
$56.54 - $66.41 $7.63K - $8.97K
244 $9.69M
Rb Global Inc Com
-107
- 86.99%
N/A
16 $304K
UPS
United Parcel Service Inc

Industrials
-173
- 75.55%
$82.58 - $105.54 $14.3K - $18.3K
56 $6.87M
AFL
Aflac Inc

Financial Services
-130
- 97.74%
$98.09 - $111.7 $12.8K - $14.5K
3 $318K
WWD
Woodward, Inc.

Industrials
-23
- 35.38%
$237.33 - $266.1 $5.46K - $6.12K
42 $3.63M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-78
- 72.22%
$136.48 - $142.97 $10.6K - $11.2K
30 $2.09M
OTEX
Open Text Corp

Technology
-435
- 96.88%
$27.93 - $38.16 $12.1K - $16.6K
14 $367K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-460
- 92.18%
$31.31 - $34.54 $14.4K - $15.9K
39 $3.45M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-406
- 9.95%
$45.4 - $47.61 $18.4K - $19.3K
3.68K $176M
Qiagen Nv Com Shs
-223
- 94.09%
N/A
14 $1.34M
NEM
Newmont Corp

Basic Materials
-116
- 63.74%
$57.35 - $85.25 $6.65K - $9.89K
66 $1.75M
SBAC
Sba Communications Corp

Real Estate
-36
- 73.47%
$191.35 - $239.35 $6.89K - $8.62K
13 $296K
SOFI
So Fi Technologies, Inc.

Financial Services
-544
- 95.27%
$17.64 - $29.81 $9.6K - $16.2K
27 $1.87M
ED
Consolidated Edison Inc

Utilities
-74
- 14.34%
$95.57 - $105.36 $7.07K - $7.8K
442 $43.4M
UBS
Ubs Group Ag

Financial Services
-266
- 75.35%
$33.77 - $42.38 $8.98K - $11.3K
87 $2.93M
TIP
Ishares Tr Tips Bd ETF

ETFs
-97
- 12.9%
$109.11 - $111.88 $10.6K - $10.9K
655 $72.9M
SWKS
Skyworks Solutions, Inc.

Technology
-138
- 92.62%
$67.52 - $82.97 $9.32K - $11.4K
11 $566K
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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