Cornerstone Planning Group LLC Sells in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1
- 1.85%
$113.41 - $125.62 $113 - $126
53 $6.8M
SPGI
S&P Global Inc.

Financial Services
-6
- 2.31%
$446.32 - $527.38 $2.68K - $3.16K
254 $124M
NOW
Service Now, Inc.

Technology
-13
- 16.67%
$730.87 - $937.36 $9.5K - $12.2K
65 $62M
CME
Cme Group Inc.

Financial Services
-1
- 2.27%
$193.43 - $220.62 $193 - $221
43 $9.77M
USB
Us Bancorp \De\

Financial Services
-36
- 9.47%
$39.04 - $47.23 $1.41K - $1.7K
344 $16.6M
ZTS
Zoetis Inc.

Healthcare
-1
- 0.48%
$172.58 - $196.48 $173 - $196
206 $37.3M
CTVA
Corteva, Inc.

Basic Materials
-46
- 11.0%
$50.72 - $58.78 $2.33K - $2.7K
372 $22.6M
FTV
Fortive Corp

Technology
-5
- 2.17%
$67.01 - $79.2 $335 - $396
225 $16.8M
GNR
Spdr S&P Global Natural Resour

ETFs
-1
- 0.2%
$53.02 - $57.84 $53 - $57.8
504 $28.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4
- 1.46%
$71.19 - $76.59 $285 - $306
270 $20.9M
HBAN
Huntington Bancshares Inc

Financial Services
-78
- 6.55%
$12.84 - $15.15 $1K - $1.18K
1.11K $17.4M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 6.98%
$211.35 - $255.11 $634 - $765
40 $10.7M
ESAB
Esab Corp

Industrials
-1
- 1.85%
$91.98 - $107.0 $92 - $107
53 $6.71M
JETS
ETF Ser Solutions U S Global J

ETFs
-1
- 0.34%
$16.76 - $20.84 $16.8 - $20.8
294 $6.7M
GILD
Gilead Sciences, Inc.

Healthcare
-28
- 8.86%
$66.59 - $83.99 $1.86K - $2.35K
288 $25.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1
- 0.2%
$50.99 - $57.81 $51 - $57.8
505 $28M
MGM
Mgm Resorts International

Consumer Cyclical
-1
- 0.36%
$34.07 - $46.78 $34.1 - $46.8
279 $11.7M
OTIS
Otis Worldwide Corp

Industrials
-5
- 1.38%
$91.43 - $104.43 $457 - $522
357 $36.2M
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.61%
$182.15 - $182.15 $182 - $182
162 $32M
CCL
Carnival Corp

Consumer Cyclical
-32
- 7.26%
$14.01 - $19.18 $448 - $614
409 $9.04M
XLY
Select Sector Spdr Consumer Di

ETFs
-26
- 9.7%
$170.05 - $200.86 $4.42K - $5.22K
242 $48.5M
CMCSA
Comcast Corp

Communication Services
-2
- 0.2%
$37.33 - $41.78 $74.7 - $83.6
1.02K $42.7M
GE
General Electric CO

Industrials
-4
- 1.77%
$156.66 - $189.66 $627 - $759
222 $38.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
-4
- 3.08%
$88.06 - $109.5 $352 - $438
126 $15M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 8.26%
$416.14 - $494.01 $3.75K - $4.45K
100 $51.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-11
- 8.53%
$147.95 - $191.05 $1.63K - $2.1K
118 $23.2M
LLY
Eli Lilly & CO

Healthcare
-12
- 9.52%
$772.14 - $960.02 $9.27K - $11.5K
114 $103M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 4.46%
$801.83 - $917.05 $4.01K - $4.59K
107 $95.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-44
- 20.18%
$138.85 - $182.81 $6.11K - $8.04K
174 $36.6M
RPM
Rpm International Inc

Basic Materials
-1
- 0.2%
$103.91 - $125.03 $104 - $125
504 $64.9M
ACN
Accenture PLC

Technology
-4
- 2.27%
$295.44 - $355.81 $1.18K - $1.42K
172 $62.4M
WFC
Wells Fargo & Company

Financial Services
-20
- 2.92%
$51.58 - $60.97 $1.03K - $1.22K
666 $43.5M
DOCU
Docusign, Inc.

Technology
-1
- 0.23%
$49.73 - $62.53 $49.7 - $62.5
434 $30.4M
CAT
Caterpillar Inc

Industrials
-19
- 8.44%
$316.8 - $391.12 $6.02K - $7.43K
206 $80M
PANW
Palo Alto Networks Inc

Technology
-15
- 6.82%
$294.18 - $368.01 $4.41K - $5.52K
205 $74.9M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.01K
- 6.7%
$72.11 - $79.05 $72.8K - $79.8K
14.1K $1.1B
XLK
Technology Sector Spdr

ETFs
-78
- 9.67%
$197.34 - $237.68 $15.4K - $18.5K
729 $170M
MET
Metlife Inc

Financial Services
-92
- 6.17%
$67.96 - $82.48 $6.25K - $7.59K
1.4K $116M
T
At&T Inc.

Communication Services
-68
- 1.24%
$18.21 - $22.28 $1.24K - $1.52K
5.42K $120M
UBER
Uber Technologies, Inc

Technology
-22
- 2.47%
$58.48 - $77.47 $1.29K - $1.7K
869 $68.8M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 3.11%
$194.9 - $224.8 $5.46K - $6.29K
873 $195M
Thomson Reuters Corp Com
-39
- 1.72%
N/A
2.23K $372M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1
- 0.03%
$39.43 - $44.82 $39.4 - $44.8
3.48K $158M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24
- 0.97%
$117.9 - $128.2 $2.83K - $3.08K
2.45K $315M
APO
Apollo Global Management, Inc.

Financial Services
-17
- 2.79%
$99.16 - $125.81 $1.69K - $2.14K
592 $86.5M
WMT
Walmart Inc.

Consumer Defensive
-84
- 3.55%
$66.91 - $81.4 $5.62K - $6.84K
2.29K $187M
EQH
Equitable Holdings, Inc.

Financial Services
-36
- 1.08%
$37.05 - $43.61 $1.33K - $1.57K
3.29K $151M
FITB
Fifth Third Bancorp

Financial Services
-11
- 0.18%
$36.01 - $43.64 $396 - $480
6.21K $273M
AVGO
Broadcom Inc.

Technology
-7
- 0.67%
$136.27 - $1745.86 $954 - $12.2K
1.03K $185M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email