Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $349 Billion
  • Q2 2024

Cornerstone Planning Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $349 Billion distributed in 1262 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 $55.9B, Vanguard Ftse Developed Market with a value of $45.4B, Schwab Strategic Tr Us Dividen with a value of $34.3B, Ishares Core S&P Sm Cap ETF with a value of $22.4B, and Ishare Morningstar Mid Cap Gro with a value of $19.1B.

Examining the 13F form we can see an increase of $27.3B in the current position value, from $322B to 349B.

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 $349 Billion
ETFs: $320 Billion
Technology: $8.26 Billion
Financial Services: $5.09 Billion
Industrials: $2.58 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $2.12 Billion
Utilities: $1.81 Billion
Communication Services: $1.66 Billion
Other: $3.07 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.9 Billion 16.04% of portfolio
128,474
Q2 2024 Added 4.39%
$0
$45.4 Billion 13.03% of portfolio
954,687
Q2 2024 Added 7.02%
$0
$34.3 Billion 9.83% of portfolio
434,166
Q2 2024 Added 5.33%
$0
$22.4 Billion 6.41% of portfolio
207,798
Q2 2024 Added 6.17%
$0
$19.1 Billion 5.47% of portfolio
292,619
Q2 2024 Added 6.88%
$0
$14.1 Billion 4.05% of portfolio
182,399
Q2 2024 Added 6.45%
$0
$12.8 Billion 3.67% of portfolio
276,569
Q2 2024 Added 7.48%
$0
$12.7 Billion 3.64% of portfolio
251,189
Q2 2024 Added 6.91%
$0
$12 Billion 3.44% of portfolio
155,187
Q2 2024 Added 5.78%
$0
$10.5 Billion 3.01% of portfolio
173,039
Q2 2024 Added 7.1%
$0
$10.3 Billion 2.96% of portfolio
129,319
Q2 2024 Added 8.04%
$0
$9.7 Billion 2.78% of portfolio
253,537
Q2 2024 Added 7.17%
$0
$9.41 Billion 2.7% of portfolio
61,878
Q2 2024 Added 6.94%
$0
$7.76 Billion 2.22% of portfolio
124,103
Q2 2024 Added 8.87%
$0
$5.14 Billion 1.47% of portfolio
15,469
Q2 2024 Reduced 0.07%
$0
$3.79 Billion 1.09% of portfolio
7,328
Q2 2024 Added 276.18%
$0
$2.31 Billion 0.66% of portfolio
87,415
Q2 2024 Added 1.78%
$0
$2.19 Billion 0.63% of portfolio
36,474
Q2 2024 Added 25,406.29%
$0
$2.02 Billion 0.58% of portfolio
10,379
Q2 2024 Added 0.1%
$0
$1.2 Billion 0.34% of portfolio
29,475
Q2 2024 Added 0.37%
$0
$1.09 Billion 0.31% of portfolio
15,070
Q2 2024 Added 5.43%
$0
$923 Million 0.26% of portfolio
8,470
Q2 2024 Added 1,594.0%
$0
$900 Million 0.26% of portfolio
27,110
Q2 2024 Added 19,688.32%
$0
$879 Million 0.25% of portfolio
9,328
Q2 2024 New
$0
$866 Million 0.25% of portfolio
25,681
Q2 2024 New
$0
$824 Million 0.24% of portfolio
1,734
Q2 2024 Reduced 7.17%
$0
$768 Million 0.22% of portfolio
15,730
Q2 2024 New
$0
$751 Million 0.22% of portfolio
18,361
Q2 2024 New
$0
$741 Million 0.21% of portfolio
1,424
Q2 2024 Reduced 48.5%
$0
$734 Million 0.21% of portfolio
25,843
Q2 2024 Reduced 14.01%
$0
$645 Million 0.18% of portfolio
2,276
Q2 2024 Reduced 42.91%
$0
$584 Million 0.17% of portfolio
24,606
Q2 2024 Added 0.66%
$0
$552 Million 0.16% of portfolio
6,385
Q2 2024 Added 1.83%
$0
$514 Million 0.15% of portfolio
15,188
Q2 2024 New
$0
$507 Million 0.15% of portfolio
10,885
Q2 2024 Reduced 37.65%
$0
$446 Million 0.13% of portfolio
12,066
Q2 2024 Reduced 0.76%
$0
$438 Million 0.13% of portfolio
13,030
Q2 2024 New
$0
$432 Million 0.12% of portfolio
7,213
Q2 2024 New
$0
$409 Million 0.12% of portfolio
8,192
Q2 2024 Reduced 16.89%
$0
$383 Million 0.11% of portfolio
4,908
Q2 2024 Reduced 18.08%
$0
$336 Million 0.1% of portfolio
3,468
Q2 2024 Reduced 18.32%
$0
$299 Million 0.09% of portfolio
5,422
Q2 2024 Added 6.5%
$0
$292 Million 0.08% of portfolio
2,478
Q2 2024 Added 2.48%
$0
$288 Million 0.08% of portfolio
3,482
Q2 2024 Added 3.88%
$0
$265 Million 0.08% of portfolio
3,584
Q1 2024 Added 0.08%
$0
$258 Million 0.07% of portfolio
3,298
Q2 2024 Reduced 1.7%
$0
$245 Million 0.07% of portfolio
2,349
Q2 2024 Added 4.68%
$0
$229 Million 0.07% of portfolio
11,189
Q2 2024 Reduced 7.97%
$0
$221 Million 0.06% of portfolio
4,719
Q2 2024 Reduced 13.57%

Summary

  • Portfolio
  • No. of Stocks 1,262
  • Current Value $349 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 266 stocks
  • Additional Purchases 404 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 306 stocks
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