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
Biorestorative Therapies Inc Com New
-919
- 91.81%
N/A
82 $5M
Achieve Life Sciences Inc Com
-87
- 87.0%
N/A
13 $4.68M
Acurx Pharmaceuticals Inc Com New
-100
- 59.88%
N/A
67 $5.29M
ROL
Rollins Inc

Consumer Cyclical
-366
- 84.53%
$55.05 - $58.74 $20.1K - $21.5K
67 $29.7M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-52
- 52.0%
$7.55 - $9.06 $393 - $471
48 $7.18M
Wimi Hologram Cloud Inc Ord Shs Cl B New
-180
- 90.0%
N/A
20 $7.85M
UDMY
Udemy, Inc.

Consumer Defensive
-600
- 80.54%
$6.54 - $7.61 $3.92K - $4.57K
145 $13.3M
REG
Regency Centers Corp

Real Estate
-5
- 25.0%
$68.62 - $73.81 $343 - $369
15 $9.81M
CAH
Cardinal Health Inc

Healthcare
-3
- 0.86%
$146.04 - $167.63 $438 - $503
347 $65.8M
ALKT
Alkami Technology, Inc.

Technology
-31
- 27.93%
$20.12 - $30.64 $624 - $950
80 $13.2M
WDS
Woodside Energy Group LTD

Energy
-296
- 79.36%
$15.05 - $17.66 $4.45K - $5.23K
77 $17.9M
AQN
Algonquin Power & Utilities Corp.

Utilities
-361
- 81.31%
$5.37 - $6.11 $1.94K - $2.21K
83 $14.4M
VLO
Valero Energy Corp

Energy
-32
- 33.68%
$131.77 - $175.63 $4.22K - $5.62K
63 $26M
RF
Regions Financial Corp

Financial Services
-43
- 30.07%
$24.03 - $27.41 $1.03K - $1.18K
100 $19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-861
- 37.58%
$49.43 - $54.52 $42.6K - $46.9K
1.43K $131M
SYF
Synchrony Financial

Financial Services
-17
- 26.56%
$67.53 - $76.86 $1.15K - $1.31K
47 $20.8M
RIG
Transocean Ltd.

Energy
-768
- 70.78%
$2.55 - $3.64 $1.96K - $2.8K
317 $19.9M
TD
Toronto Dominion Bank

Financial Services
-44
- 22.22%
$72.55 - $79.95 $3.19K - $3.52K
154 $31.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-777
- 57.77%
$67.48 - $71.55 $52.4K - $55.6K
568 $112M
WMB
Williams Companies, Inc.

Energy
-75
- 46.01%
$56.52 - $64.01 $4.24K - $4.8K
88 $27.9M
VAW
Vanguard Materials ETF

ETFs
-240
- 44.61%
$193.21 - $210.15 $46.4K - $50.4K
298 $125M
RPM
Rpm International Inc

Basic Materials
-55
- 10.36%
$110.07 - $128.23 $6.05K - $7.05K
476 $84.5M
RY
Royal Bank Of Canada

Financial Services
-17
- 9.66%
$128.46 - $148.6 $2.18K - $2.53K
159 $45.4M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-321
- 53.32%
$13.6 - $15.52 $4.37K - $4.98K
281 $31.3M
TRU
Trans Union

Industrials
-81
- 32.4%
$83.78 - $99.22 $6.79K - $8.04K
169 $45.7M
APLD
Applied Blockchain, Inc.

Financial Services
-246
- 14.43%
$9.18 - $24.67 $2.26K - $6.07K
1.46K $49.5M
Lam Research Corp Com New
-20
- 4.34%
N/A
441 $71.1M
SHEL
Shell PLC

Energy
-599
- 69.09%
$69.82 - $73.93 $41.8K - $44.3K
268 $93.2M
AGNC
Agnc Investment Corp.

Real Estate
-245
- 40.7%
$9.2 - $10.37 $2.25K - $2.54K
357 $58.1M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-115
- 53.49%
$38.16 - $41.91 $4.39K - $4.82K
100 $65.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-90
- 7.15%
$80.54 - $89.67 $7.25K - $8.07K
1.17K $165M
DC
Dakota Gold Corp.

Basic Materials
-1.42K
- 77.95%
$3.6 - $4.94 $5.1K - $7K
401 $86.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-40
- 13.25%
$88.47 - $93.24 $3.54K - $3.73K
262 $117M
GOOGL
Alphabet Inc.

Communication Services
-299
- 9.08%
$174.36 - $254.72 $52.1K - $76.2K
3K $844M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.06K
- 0.99%
$37.2 - $39.61 $39.4K - $41.9K
106K $4.33B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-140
- 3.75%
$10.62 - $11.43 $1.49K - $1.6K
3.59K $365M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.34K
- 48.45%
$108.77 - $115.6 $146K - $155K
1.43K $971M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.2K
- 6.35%
$546.99 - $602.2 $1.2M - $1.32M
32.4K $20.3B
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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