Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

Cornerstone Planning Group LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $378 Billion distributed in 1302 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 $67.1B, Vanguard Ftse Developed Market with a value of $51.4B, Schwab Fundamental U S Large C with a value of $31.3B, Ishares Msci Usa Small Cap Mul with a value of $24.2B, and Ishare Morningstar Mid Cap Gro with a value of $23B.

Examining the 13F form we can see an increase of $29.6B in the current position value, from $349B to 378B. Also it can be appreciated an additional of 136 stocks purchases and 1 closed positions.

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 $378 Billion
ETFs: $349 Billion
Technology: $9.13 Billion
Financial Services: $5.46 Billion
Consumer Cyclical: $2.7 Billion
Industrials: $2.64 Billion
Healthcare: $1.98 Billion
Utilities: $1.97 Billion
Communication Services: $1.84 Billion
Other: $2.47 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$8.04 Million 0.0% of portfolio
129
Q3 2024 Added 37.23%
$90.3B
$17.1 Million 0.0% of portfolio
127
Q3 2024 Reduced 15.33%
$50.2B
$4.06 Million 0.0% of portfolio
5
Q2 2024 Added 400.0%
$70.7B
$16.6 Million 0.0% of portfolio
344
Q3 2024 Reduced 9.47%
$15B
$186,000 0.0% of portfolio
3
Q3 2023 New
$39.7B
$1.09 Million 0.0% of portfolio
100
Q4 2023 New
$46.9B
$15.9 Million 0.0% of portfolio
124
Q3 2024 Added 1.64%
$23.5B
$7.1 Million 0.0% of portfolio
108
Q3 2024 Added 13.68%
$20.3B
$358,000 0.0% of portfolio
2
Q2 2024 New
$32.7B
$2.28 Million 0.0% of portfolio
20
Q3 2024 Added 300.0%
$14.9B
$953,000 0.0% of portfolio
81
Q2 2024 Reduced 8.99%
$27.8B
$1.1 Million 0.0% of portfolio
34
Q3 2024 Added 78.95%
$55.3B
$4.1 Million 0.0% of portfolio
32
Q3 2024 Added 77.78%
$23.2B
$2.09 Million 0.0% of portfolio
226
Q3 2024 Added 63.77%
$35.2B
$1.04 Million 0.0% of portfolio
4
Q3 2024 New
$34.6B
$1.33 Million 0.0% of portfolio
7
Q3 2024 Reduced 41.67%
$44.9B
$1.8 Million 0.0% of portfolio
10
Q2 2023 Reduced 54.55%
$21.6B
$974,000 0.0% of portfolio
3
Q2 2024 New
$29.3B
$12.1 Million 0.0% of portfolio
127
Q3 2024 Reduced 15.33%
$58.2B
$4.81 Million 0.0% of portfolio
35
Q3 2024 Added 29.63%
$20.2B
$2.39 Million 0.0% of portfolio
35
Q3 2024 Added 29.63%
$20.7B
$556,000 0.0% of portfolio
18
Q3 2024 New
$25.8B
$2.99 Million 0.0% of portfolio
44
Q3 2024 Added 41.94%
$63.4B
$3.84 Million 0.0% of portfolio
74
Q3 2024 Added 42.31%
$33.7B
$2.92 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$12.4B
$509,000 0.0% of portfolio
3
Q3 2023 New
$27.3B
$3.69 Million 0.0% of portfolio
234
Q3 2024 Added 78.63%
$10.1B
$7.54 Million 0.0% of portfolio
46
Q3 2024 Reduced 32.35%
$54.1B
$17.7 Million 0.0% of portfolio
74
Q3 2024 Added 7.25%
$11.2B
$8.29 Million 0.0% of portfolio
146
Q3 2024 Reduced 17.98%
$11.4B
$869,000 0.0% of portfolio
16
Q3 2024 Added 33.33%
$36.3B
$2.62 Million 0.0% of portfolio
41
Q3 2024 Added 32.26%
$21.1B
$779,000 0.0% of portfolio
6
Q2 2024 New
$37.4B
$402,000 0.0% of portfolio
3
Q3 2024 New
$13.3B
$2.27 Million 0.0% of portfolio
39
Q2 2024 Added 95.0%
$22.2B
$312,000 0.0% of portfolio
3
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,302
  • Current Value $378 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 136 stocks
  • Additional Purchases 384 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 352 stocks
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