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
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.28K
- 94.83%
$10.78 - $19.82 $24.5K - $45.1K
124 $21.2M
DKNG
Draft Kings Inc.

Consumer Cyclical
-201
- 98.05%
$37.4 - $48.23 $7.52K - $9.69K
4 $115K
PFG
Principal Financial Group Inc

Financial Services
-1
- 0.78%
$75.53 - $82.95 $75.5 - $83
128 $876K
Veralto Corp Com Shs
-101
- 87.07%
N/A
15 $3.53M
WCN
Waste Connections, Inc.

Industrials
-46
- 95.83%
$171.32 - $191.84 $7.88K - $8.82K
2 $686K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-92
- 18.36%
$134.94 - $145.86 $12.4K - $13.4K
409 $60.9M
SPG
Simon Property Group Inc

Real Estate
-17
- 32.69%
$159.93 - $187.67 $2.72K - $3.19K
35 $954K
VTV
Vanguard Value ETF

ETFs
-27
- 56.25%
$175.51 - $186.57 $4.74K - $5.04K
21 $612K
HOOD
Robinhood Markets, Inc.

Technology
-84
- 37.33%
$91.27 - $143.18 $7.67K - $12K
141 $15.9M
DGX
Quest Diagnostics Inc

Healthcare
-41
- 91.11%
N/A
4 $71K
DD
Du Pont De Nemours, Inc.

Basic Materials
-95
- 77.87%
$69.9 - $78.26 $6.64K - $7.43K
27 $1.5M
EQH
Equitable Holdings, Inc.

Financial Services
-2
- 0.07%
$50.09 - $55.88 $100 - $112
2.78K $135M
URI
United Rentals, Inc.

Industrials
-7
- 70.0%
$774.14 - $975.23 $5.42K - $6.83K
3 $1.36M
TFC
Truist Financial Corp

Financial Services
-176
- 95.65%
$42.83 - $47.07 $7.54K - $8.28K
8 $720K
ALLE
Allegion PLC

Industrials
-31
- 67.39%
$145.55 - $179.33 $4.51K - $5.56K
15 $454K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-817
- 94.34%
$14.53 - $17.13 $11.9K - $14K
49 $6.02M
BIIB
Biogen Inc.

Healthcare
-50
- 96.15%
$122.68 - $148.84 $6.13K - $7.44K
2 $104K
RIO
Rio Tinto PLC

Basic Materials
-81
- 61.83%
$57.66 - $66.01 $4.67K - $5.35K
50 $1.06M
STE
Steris PLC

Healthcare
-48
- 64.86%
$221.21 - $252.43 $10.6K - $12.1K
26 $9.86M
PAYX
Paychex Inc

Industrials
-56
- 66.67%
$126.69 - $147.99 $7.09K - $8.29K
28 $5.19M
CTVA
Corteva, Inc.

Basic Materials
-36
- 8.87%
$67.08 - $77.12 $2.41K - $2.78K
370 $22.8M
HON
Honeywell International Inc

Industrials
-16
- 10.0%
$207.7 - $240.4 $3.32K - $3.85K
144 $28.9M
STWD
Starwood Property Trust, Inc.

Real Estate
-662
- 90.68%
$19.37 - $20.97 $12.8K - $13.9K
68 $7.84M
OXY
Occidental Petroleum Corp

Energy
-138
- 90.2%
$42.54 - $48.1 $5.87K - $6.64K
15 $284K
Sila Realty Trust Inc Common Stock
-248
- 99.2%
N/A
2 $77K
ROST
Ross Stores, Inc.

Consumer Cyclical
-17
- 25.37%
$127.59 - $152.81 $2.17K - $2.6K
50 $3.32M
CARR
Carrier Global Corp

Industrials
-21
- 3.3%
$58.75 - $80.73 $1.23K - $1.7K
615 $36.2M
DXCM
Dexcom Inc

Healthcare
-93
- 57.76%
$66.46 - $89.53 $6.18K - $8.33K
68 $6.19M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-170
- 74.24%
$28.71 - $37.46 $4.88K - $6.37K
59 $1.89M
O
Realty Income Corp

Real Estate
-111
- 95.69%
$56.13 - $60.79 $6.23K - $6.75K
5 $972K
WAL
Western Alliance Bancorporation

Financial Services
-140
- 60.61%
$76.33 - $91.49 $10.7K - $12.8K
91 $12.6M
DTE
Dte Energy CO

Utilities
-37
- 90.24%
$130.26 - $141.49 $4.82K - $5.24K
4 $368K
PUK
Prudential PLC

Financial Services
-283
- 96.26%
$24.27 - $28.15 $6.87K - $7.97K
11 $2.17M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-58
- 86.57%
$73.9 - $84.4 $4.29K - $4.9K
9 $80K
STT
State Street Corp

Financial Services
-51
- 86.44%
$102.01 - $117.25 $5.2K - $5.98K
8 $1.27M
AKAM
Akamai Technologies Inc

Technology
-63
- 92.65%
N/A
5 $4K
PAYC
Paycom Software, Inc.

Technology
-17
- 56.67%
$208.14 - $238.8 $3.54K - $4.06K
13 $1.83M
RYAAY
Ryanair Holdings PLC

Industrials
-79
- 96.34%
$55.19 - $66.72 $4.36K - $5.27K
3 $508K
NNI
Nelnet Inc

Financial Services
-40
- 26.67%
$119.62 - $130.27 $4.78K - $5.21K
110 $14.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20
- 43.48%
$103.83 - $179.9 $2.08K - $3.6K
26 $914K
Super Micro Computer Inc Com New
-60
- 78.95%
N/A
16 $145K
VICI
Vici Properties Inc.

Real Estate
-106
- 83.46%
$31.43 - $33.93 $3.33K - $3.6K
21 $134K
NEP
Nextera Energy Partners, LP

Utilities
-437
- 97.33%
N/A
12 $11K
NI
Nisource Inc.

Utilities
-84
- 82.35%
$39.0 - $43.33 $3.28K - $3.64K
18 $533K
VPU
Vanguard Utilities ETF

ETFs
-20
- 95.24%
$175.25 - $189.41 $3.51K - $3.79K
1 $45K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-5
- 15.15%
$138.59 - $171.12 $693 - $856
28 $1.1M
XEL
Xcel Energy Inc

Utilities
-57
- 86.36%
$67.56 - $80.65 $3.85K - $4.6K
9 $1.22M
PCAR
Paccar Inc

Industrials
-20
- 47.62%
$92.91 - $102.86 $1.86K - $2.06K
22 $833K
VTR
Ventas, Inc.

Real Estate
-8
- 9.09%
$62.76 - $69.99 $502 - $560
80 $2.83M
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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