Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024

Cornerstone Planning Group LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $407 Billion distributed in 1405 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $63.6B, Vanguard Ftse Developed Market with a value of $53.2B, Vanguard Bd Index Fd Inc Inter with a value of $34.5B, Schwab Fundamental U S Large C with a value of $33.6B, and Ishares Msci Usa Small Cap Mul with a value of $26.1B.

Examining the 13F form we can see an increase of $28.7B in the current position value, from $378B to 407B.

Cornerstone Planning Group LLC is based out at Fairfield, NJ

Below you can find more details about Cornerstone Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $407 Billion
ETFs: $371 Billion
Technology: $12.6 Billion
Financial Services: $7.11 Billion
Consumer Cyclical: $3.54 Billion
Industrials: $2.58 Billion
Communication Services: $2.33 Billion
Healthcare: $2.03 Billion
Utilities: $1.91 Billion
Other: $2.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$6.28 Billion 1.54% of portfolio
27,335
Q4 2024 Added 42.17%
$308B
$2.57 Billion 0.63% of portfolio
21,705
Q4 2024 Added 140.39%
$236B
$1.64 Billion 0.4% of portfolio
5,196
Q4 2024 Added 0.21%
$2.42T
$1.31 Billion 0.32% of portfolio
5,581
Q4 2024 Added 29.19%
$782B
$1.3 Billion 0.32% of portfolio
4,907
Q4 2024 Added 462.08%
$3.3T
$1.14 Billion 0.28% of portfolio
2,623
Q4 2024 Reduced 1.28%
$40.8B
$943 Million 0.23% of portfolio
11,485
Q4 2024 Added 0.67%
$1.23T
$887 Million 0.22% of portfolio
2,233
Q4 2024 Reduced 3.63%
$89.8B
$871 Million 0.21% of portfolio
1,755
Q4 2024 Added 0.23%
$1.53T
$714 Million 0.18% of portfolio
1,082
Q4 2024 Added 61.73%
$8.29B
$657 Million 0.16% of portfolio
7,784
Q3 2023 Reduced 43.53%
$119B
$536 Million 0.13% of portfolio
1,063
Q4 2024 Added 1.14%
$1.16T
$457 Million 0.11% of portfolio
2,381
Q4 2024 Added 2.28%
$1.2T
$452 Million 0.11% of portfolio
2,333
Q4 2024 Added 2.96%
$423B
$447 Million 0.11% of portfolio
1,051
Q4 2024 Added 0.48%
$611B
$396 Million 0.1% of portfolio
835
Q4 2024 Added 2.58%
$453B
$328 Million 0.08% of portfolio
2,976
Q4 2024 Reduced 0.13%
$25.8B
$318 Million 0.08% of portfolio
3,869
Q4 2024 Added 0.29%
$310B
$278 Million 0.07% of portfolio
1,572
Q4 2024 Added 1.95%
$61.4B
$278 Million 0.07% of portfolio
495
Q4 2024 Added 0.2%
$30.3B
$282 Million 0.07% of portfolio
6,266
Q4 2024 Added 0.95%
$83.6B
$241 Million 0.06% of portfolio
1,193
Q4 2024 Added 15.49%
$205B
$242 Million 0.06% of portfolio
1,081
Q4 2024 Added 124.27%
$265B
$227 Million 0.06% of portfolio
2,331
Q4 2024 Added 2.01%
$249B
$208 Million 0.05% of portfolio
2,121
Q4 2024 Added 49.58%
$90.2B
$194 Million 0.05% of portfolio
2,238
Q4 2024 Added 0.4%
$224B
$177 Million 0.04% of portfolio
1,365
Q4 2024 Reduced 10.49%
$20.3B
$175 Million 0.04% of portfolio
3,293
Q3 2024 Reduced 1.08%
$5.5B
$163 Million 0.04% of portfolio
10,398
Q4 2024 Added 0.76%
$503B
$161 Million 0.04% of portfolio
296
Q4 2024 Reduced 3.9%
$549B
$169 Million 0.04% of portfolio
504
Q4 2024 Added 1.82%
$173B
$134 Million 0.03% of portfolio
5,544
Q4 2024 Added 2.23%
$125B
$107 Million 0.03% of portfolio
357
Q4 2024 Added 4.08%
$272B
$118 Million 0.03% of portfolio
1,846
Q4 2024 Added 1.43%
$129B
$104 Million 0.03% of portfolio
1,014
Q4 2024 Added 1.5%
$90.1B
$131 Million 0.03% of portfolio
476
Q4 2024 Added 1.49%
$427B
$105 Million 0.03% of portfolio
109
Q4 2024 Added 1.87%
$206B
$123 Million 0.03% of portfolio
1,084
Q4 2024 Added 4.84%
$395B
$120 Million 0.03% of portfolio
786
Q4 2024 Reduced 2.0%
$143B
$139 Million 0.03% of portfolio
862
Q4 2024 Added 0.82%
$69.1B
$120 Million 0.03% of portfolio
1,381
Q4 2024 Reduced 1.29%
$435B
$121 Million 0.03% of portfolio
125
Q3 2024 Added 5.93%
$394B
$133 Million 0.03% of portfolio
785
Q4 2024 Added 1.03%
$169B
$131 Million 0.03% of portfolio
252
Q4 2024 Reduced 0.79%
$354B
$117 Million 0.03% of portfolio
338
Q4 2024 Added 3.36%
$236B
$61.9 Million 0.02% of portfolio
166
Q4 2024 Reduced 3.49%
$94.4B
$68.4 Million 0.02% of portfolio
1,280
Q4 2024 Added 4.92%
$103B
$91.4 Million 0.02% of portfolio
546
Q4 2024 Reduced 7.77%
$375B
$84.8 Million 0.02% of portfolio
1,801
Q4 2024 Added 6.0%

Summary

  • Portfolio
  • No. of Stocks 1,405
  • Current Value $407 Billion
  • Prior Value $378 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 221 stocks
  • Additional Purchases 494 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
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