Cornerstone Planning Group LLC Sells in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-99.4K
- 74.18%
$416.06 - $551.64 $41.3M - $54.8M
34.6K $19.4B
VEA
Vanguard Ftse Developed Market

ETFs
-832K
- 73.68%
$45.65 - $57.01 $38M - $47.4M
297K $16.9B
FEMS
First Trust Emerging Markets S

ETFs
-233K
- 75.02%
$32.56 - $40.98 $7.59M - $9.55M
77.6K $3.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.6K
- 52.04%
$496.48 - $617.85 $792K - $986K
1.47K $923M
LMT
Lockheed Martin Corp

Industrials
-994
- 91.7%
$430.82 - $486.45 $428K - $484K
90 $38.4M
VTI
Vanguard Total Stock Market Et

ETFs
-1.11K
- 60.59%
$243.75 - $303.93 $270K - $336K
720 $222M
MUB
Ishares National Muni Bond ETF

ETFs
-2.47K
- 70.81%
$102.31 - $105.8 $253K - $261K
1.02K $106M
IVV
Ishares Core S&P 500 ETF

ETFs
-437
- 38.23%
$498.8 - $620.9 $218K - $271K
706 $446M
BNDX
Vanguard Total International B

ETFs
-3.27K
- 39.46%
$48.77 - $49.55 $159K - $162K
5.01K $248M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.05K
- 99.08%
$72.02 - $73.82 $148K - $151K
19 $1.39M
CMCSA
Comcast Corp

Communication Services
-3.84K
- 60.78%
$32.84 - $36.72 $126K - $141K
2.48K $80.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.29K
- 25.09%
$90.56 - $109.49 $208K - $251K
6.85K $759M
NFLX
Netflix Inc

Communication Services
-139
- 44.27%
$855.86 - $1339.13 $119K - $186K
175 $201M
UNH
Unitedhealth Group Inc

Healthcare
-94
- 18.84%
$274.35 - $599.47 $25.8K - $56.4K
405 $102M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.33K
- 36.44%
$77.94 - $79.5 $104K - $106K
2.33K $185M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.01K
- 98.15%
$38.9 - $83.0 $78.3K - $167K
38 $3.22M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-804
- 64.42%
$116.93 - $119.39 $94K - $96K
444 $52.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.06K
- 86.56%
$83.97 - $92.85 $88.7K - $98K
164 $14.5M
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 34.01%
$908.13 - $1056.85 $76.3K - $88.8K
163 $154M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 6.79%
$483.48 - $539.8 $29.5K - $32.9K
838 $389M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-425
- 22.0%
$456.74 - $568.03 $194K - $241K
1.51K $870M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1K
- 26.08%
$77.74 - $78.78 $77.8K - $78.9K
2.84K $223M
AAPL
Apple Inc.

Technology
-132
- 0.45%
$172.42 - $223.89 $22.8K - $29.6K
29.5K $5.98B
BA
Boeing CO

Industrials
-473
- 75.32%
$136.59 - $217.51 $64.6K - $103K
155 $34.9M
BX
Blackstone Inc.

Financial Services
-614
- 84.11%
$120.07 - $151.11 $73.7K - $92.8K
116 $19.5M
IEF
Ishares Barclays

ETFs
-769
- 89.63%
$93.15 - $96.56 $71.6K - $74.3K
89 $8.52M
XOM
Exxon Mobil Corp

Energy
-618
- 13.49%
$99.93 - $119.04 $61.8K - $73.6K
3.96K $425M
WMT
Walmart Inc.

Consumer Defensive
-791
- 21.52%
$81.79 - $99.98 $64.7K - $79.1K
2.88K $286M
CRM
Salesforce, Inc.

Technology
-244
- 36.69%
$236.26 - $291.15 $57.6K - $71K
421 $104M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.61K
- 41.29%
$39.89 - $49.46 $64.3K - $79.7K
2.29K $115M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-430
- 40.41%
$152.42 - $182.82 $65.5K - $78.6K
634 $117M
VCIT
Vanguard Intermediate Term Cor

ETFs
-687
- 91.97%
$79.56 - $82.92 $54.7K - $57K
60 $4.99M
XLV
Select Sector Spdr Fund Health

ETFs
-389
- 38.67%
$128.77 - $144.3 $50.1K - $56.1K
617 $81.8M
IEMG
Ishares Inc

ETFs
-1.22K
- 41.65%
N/A
1.72K $104M
VZ
Verizon Communications Inc

Communication Services
-1.2K
- 27.75%
$41.67 - $45.62 $50K - $54.7K
3.13K $133M
EMB
Ishares Tr

ETFs
-604
- 31.51%
$86.54 - $92.62 $52.3K - $55.9K
1.31K $122M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.08K
- 31.87%
$45.2 - $46.6 $48.9K - $50.4K
2.31K $107M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-806
- 39.03%
$65.04 - $82.18 $52.4K - $66.2K
1.26K $105M
ABT
Abbott Laboratories

Healthcare
-360
- 26.61%
$123.95 - $138.08 $44.6K - $49.7K
993 $130M
ASML
Asml Holding Nv

Technology
-73
- 48.34%
$595.37 - $815.24 $43.5K - $59.5K
78 $53.8M
EQH
Equitable Holdings, Inc.

Financial Services
-1.04K
- 27.22%
$43.98 - $56.1 $45.8K - $58.5K
2.79K $142M
HON
Honeywell International Inc

Industrials
-245
- 60.49%
$182.86 - $232.88 $44.8K - $57.1K
160 $35.4M
LDOS
Leidos Holdings, Inc.

Technology
-320
- 77.86%
$132.9 - $160.3 $42.5K - $51.3K
91 $15.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.12K
- 49.31%
$43.53 - $54.46 $48.5K - $60.7K
1.15K $63.6M
LVHI
Franklin International Low Vol

ETFs
-1.34K
- 80.92%
$28.91 - $33.28 $38.9K - $44.7K
317 $10.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-340
- 35.38%
$119.13 - $135.03 $40.5K - $45.9K
621 $79.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.93K
- 11.57%
$27.29 - $29.28 $52.6K - $56.5K
14.7K $428M
IVE
Ishares S&P 500 Value ETF

ETFs
-240
- 49.59%
$168.34 - $195.42 $40.4K - $46.9K
244 $47.9M
GLW
Corning Inc

Technology
-968
- 82.03%
$39.07 - $52.59 $37.8K - $50.9K
212 $13.4M
Activity Summary
Buys All Purchases 663 New Holdings 168 Increased Positions 495 Sells All Sells 514 Reductions 514 Sold out 0 Options Calls 0 Puts 0
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