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
AXON
Axon Enterprise, Inc.

Industrials
-1
- 5.26%
$698.02 - $870.97 $698 - $871
18 $13.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-145
- 7.73%
$339.37 - $366.46 $49.2K - $53.1K
1.73K $644M
SSRM
Ssr Mining Inc.

Basic Materials
-391
- 89.27%
$11.8 - $24.58 $4.61K - $9.61K
47 $2.58M
NUE
Nucor Corp

Basic Materials
-15
- 51.72%
$133.3 - $150.33 $2K - $2.25K
14 $967K
ST
Sensata Technologies Holding PLC

Technology
-111
- 95.69%
$29.37 - $33.52 $3.26K - $3.72K
5 $419K
EOG
Eog Resources Inc

Energy
-18
- 20.45%
$112.12 - $126.1 $2.02K - $2.27K
70 $7.39M
TS
Tenaris Sa

Energy
-81
- 93.1%
$34.66 - $38.85 $2.81K - $3.15K
6 $125K
CHTR
Charter Communications, Inc.

Communication Services
-10
- 52.63%
$256.57 - $418.22 $2.57K - $4.18K
9 $2.08M
TTE
Total Energies Se

Energy
-48
- 73.85%
N/A
17 $943K
TEF
Telefonica S A

Communication Services
-676
- 96.16%
$5.01 - $5.71 $3.39K - $3.86K
27 $779K
ALB
Albemarle Corp

Basic Materials
-40
- 95.24%
$62.9 - $88.1 $2.52K - $3.52K
2 $74K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-35
- 89.74%
$84.28 - $89.46 $2.95K - $3.13K
4 $541K
AMCR
Amcor PLC

Consumer Cyclical
-262
- 67.35%
$7.97 - $9.94 $2.09K - $2.6K
127 $997K
PRVA
Privia Health Group, Inc.

Healthcare
-137
- 85.63%
$18.86 - $24.9 $2.58K - $3.41K
23 $551K
WERN
Werner Enterprises Inc

Industrials
-90
- 95.74%
$26.03 - $29.98 $2.34K - $2.7K
4 $247K
DG
Dollar General Corp

Consumer Defensive
-16
- 27.12%
$101.86 - $116.32 $1.63K - $1.86K
43 $4.25M
PBA
Pembina Pipeline Corp

Energy
-14
- 14.43%
$35.5 - $40.58 $497 - $568
83 $1.38M
HUBS
Hubspot Inc

Technology
-4
- 25.0%
$420.79 - $560.9 $1.68K - $2.24K
12 $5.73M
HBAN
Huntington Bancshares Inc

Financial Services
-73
- 6.38%
$15.87 - $17.88 $1.16K - $1.31K
1.07K $16.4M
Pacer Us Large Cap Cash Cows Growth Leaders ETF
-53
- 74.65%
N/A
18 $383K
TPR
Tapestry, Inc.

Consumer Cyclical
-14
- 58.33%
$86.48 - $116.14 $1.21K - $1.63K
10 $591K
LNT
Alliant Energy Corp

Utilities
-34
- 75.56%
$60.76 - $67.41 $2.07K - $2.29K
11 $919K
NTST
Netstreit Corp.

Real Estate
-128
- 97.71%
$16.82 - $18.96 $2.15K - $2.43K
3 $414K
TIGR
Up Fintech Holding LTD

Financial Services
-252
- 81.55%
$9.12 - $12.99 $2.3K - $3.27K
57 $1.1M
RUM
Rumble Inc.

Technology
-236
- 81.66%
$7.11 - $10.02 $1.68K - $2.36K
53 $455K
POOL
Pool Corp

Industrials
-3
- 37.5%
$292.13 - $333.62 $876 - $1K
5 $552K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-26
- 66.67%
$71.0 - $90.32 $1.85K - $2.35K
13 $1.29M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-25
- 71.43%
$61.86 - $71.34 $1.55K - $1.78K
10 $589K
FUL
Fuller H B CO

Basic Materials
-31
- 77.5%
$55.6 - $64.06 $1.72K - $1.99K
9 $521K
ON
On Semiconductor Corp

Technology
-40
- 65.57%
$46.98 - $62.45 $1.88K - $2.5K
21 $1.17M
WEC
Wec Energy Group, Inc.

Utilities
-124
- 91.85%
$103.66 - $114.59 $12.9K - $14.2K
11 $13.2M
Newsmax Inc Com Shs Class B
-125
- 71.43%
N/A
50 $511K
IYE
Ishares Tr

ETFs
-38
- 29.01%
$44.83 - $48.91 $1.7K - $1.86K
93 $4.31M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-12
- 19.35%
$86.67 - $100.17 $1.04K - $1.2K
50 $4.45M
WAT
Waters Corp

Healthcare
-5
- 83.33%
$277.72 - $357.04 $1.39K - $1.79K
1 $102K
TRP
Tc Energy Corp

Energy
-26
- 40.0%
$46.58 - $54.41 $1.21K - $1.41K
39 $1.63M
BGS
B&G Foods, Inc.

Consumer Defensive
-388
- 57.48%
$4.0 - $4.72 $1.55K - $1.83K
287 $1.15M
CHD
Church & Dwight CO Inc

Consumer Defensive
-13
- 25.49%
$85.84 - $99.09 $1.12K - $1.29K
38 $3.11M
SONY
Sony Group Corp

Technology
-63
- 74.12%
$23.92 - $30.07 $1.51K - $1.89K
22 $568K
ARES
Ares Management Corp

Financial Services
-1
- 3.03%
$159.89 - $192.76 $160 - $193
32 $4.71M
SPYI
Shp ETF Tr Neos S&P 500 High I
-28
- 93.33%
N/A
2 $58K
NWSA
News Corp

Communication Services
-50
- 80.65%
$28.38 - $31.03 $1.42K - $1.55K
12 $366K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-56
- 61.54%
$25.84 - $27.2 $1.45K - $1.52K
35 $940K
MCHP
Microchip Technology Inc

Technology
-15
- 16.3%
$60.95 - $75.26 $914 - $1.13K
77 $4.78M
BLDR
Builders First Source, Inc.

Industrials
-4
- 9.52%
$116.91 - $149.21 $468 - $597
38 $4.24M
BFS
Saul Centers, Inc.

Real Estate
-40
- 97.56%
$31.36 - $35.31 $1.25K - $1.41K
1 $4K
Atlassian Corporation Cl A
-1
- 2.22%
N/A
44 $7.07M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-116
- 97.48%
$11.64 - $15.79 $1.35K - $1.83K
3 $177K
GDDY
Go Daddy Inc.

Technology
-1
- 2.5%
$133.35 - $178.59 $133 - $179
39 $4.94M
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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