Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025

Cornerstone Planning Group LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Billion distributed in 1553 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 $60.9B, Vanguard Ftse Developed Market with a value of $58.3B, Vanguard Bd Index Fd Inc Inter with a value of $36.1B, Schwab Fundamental U S Large C with a value of $32B, and Ishares Msci Usa Small Cap Mul with a value of $23.7B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $407B to 418B.

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 $418 Billion
ETFs: $371 Billion
Technology: $14.8 Billion
Financial Services: $7.64 Billion
Consumer Cyclical: $5.03 Billion
Communication Services: $3.27 Billion
Industrials: $3.08 Billion
Healthcare: $2.97 Billion
Utilities: $2.04 Billion
Other: $3.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.9 Billion 14.56% of portfolio
133,927
Q1 2025 Added 8.35%
$0
$58.3 Billion 13.95% of portfolio
1,128,827
Q1 2025 Added 5.99%
$0
$36.1 Billion 8.64% of portfolio
476,356
Q1 2025 Added 3.99%
$0
$32 Billion 7.65% of portfolio
1,433,911
Q1 2025 Added 5.69%
$0
$23.7 Billion 5.66% of portfolio
399,823
Q1 2025 Added 7.63%
$0
$22.9 Billion 5.47% of portfolio
329,167
Q1 2025 Added 5.81%
$0
$14.6 Billion 3.49% of portfolio
318,044
Q1 2025 Added 3.27%
$0
$13.7 Billion 3.28% of portfolio
164,936
Q1 2025 Added 0.72%
$0
$12.5 Billion 2.99% of portfolio
151,420
Q1 2025 Added 7.12%
$0
$12.5 Billion 2.98% of portfolio
199,717
Q1 2025 Added 5.83%
$0
$11.9 Billion 2.85% of portfolio
236,098
Q1 2025 Reduced 1.52%
$0
$11.3 Billion 2.71% of portfolio
310,707
Q1 2025 Added 8.74%
$0
$9.81 Billion 2.35% of portfolio
193,432
Q1 2025 Added 6.05%
$0
$8.91 Billion 2.13% of portfolio
171,765
Q1 2025 Added 11.06%
$3.42T
$6.06 Billion 1.45% of portfolio
29,604
Q1 2025 Added 8.3%
$0
$5.6 Billion 1.34% of portfolio
220,358
Q1 2025 Reduced 2.05%
$0
$3.57 Billion 0.85% of portfolio
101,113
Q1 2025 Added 0.44%
$271B
$2.92 Billion 0.7% of portfolio
28,418
Q1 2025 Added 30.93%
$0
$2.45 Billion 0.59% of portfolio
94,092
Q1 2025 Added 1.66%
$1.88T
$2.37 Billion 0.57% of portfolio
13,142
Q1 2025 Added 135.48%
$2.95T
$1.7 Billion 0.41% of portfolio
4,540
Q1 2025 Added 73.08%
Ab International Low Volatility Equity ETF
-
$1.61 Billion 0.39% of portfolio
-
Q1 2025 New
$0
$1.64 Billion 0.39% of portfolio
3,067
Q1 2025 Added 97.49%
$0
$1.5 Billion 0.36% of portfolio
7,374
Q1 2025 Reduced 4.94%
$199B
$1.36 Billion 0.33% of portfolio
5,236
Q1 2025 Added 0.77%
$0
$1.31 Billion 0.31% of portfolio
33,196
Q1 2025 New
$718B
$1.28 Billion 0.31% of portfolio
5,326
Q1 2025 Added 8.54%
$0
$1.22 Billion 0.29% of portfolio
30,069
Q1 2025 Added 1.31%
$0
$1.12 Billion 0.27% of portfolio
14,963
Q1 2025 Added 6.2%
$39.9B
$960 Million 0.23% of portfolio
11,733
Q1 2025 Added 2.16%
$0
$951 Million 0.23% of portfolio
1,932
Q1 2025 Added 47.37%
$0
$895 Million 0.21% of portfolio
9,142
Q1 2025 Reduced 6.2%
$1.25T
$868 Million 0.21% of portfolio
1,669
Q1 2025 Added 54.25%
$83B
$762 Million 0.18% of portfolio
1,769
Q1 2025 Added 0.8%
$891B
$704 Million 0.17% of portfolio
2,806
Q1 2025 Added 25.66%
$0
$615 Million 0.15% of portfolio
1,143
Q1 2025 Added 56.79%
$0
$637 Million 0.15% of portfolio
2,166
Q1 2025 Reduced 3.0%
$0
$597 Million 0.14% of portfolio
25,671
Q1 2025 Added 1.74%
$0
$546 Million 0.13% of portfolio
6,725
Q1 2025 Added 1.19%
$957B
$490 Million 0.12% of portfolio
3,153
Q1 2025 Added 32.42%
$23.8B
$504 Million 0.12% of portfolio
5,651
Q1 2025 New
$440B
$492 Million 0.12% of portfolio
4,580
Q1 2025 Added 53.9%
Linde PLC Shs
-
$512 Million 0.12% of portfolio
-
Q1 2025 Added 9.29%
$125B
$502 Million 0.12% of portfolio
1,084
Q1 2025 Added 1.98%
$6.92B
$507 Million 0.12% of portfolio
7,784
Q3 2023 Reduced 43.53%
$0
$481 Million 0.12% of portfolio
1,827
Q1 2025 Added 272.1%
$979B
$450 Million 0.11% of portfolio
2,855
Q1 2025 Added 22.37%
$694B
$474 Million 0.11% of portfolio
899
Q1 2025 Added 7.66%
$0
$467 Million 0.11% of portfolio
16,657
Q1 2025 Reduced 9.63%

Summary

  • Portfolio
  • No. of Stocks 1,553
  • Current Value $418 Billion
  • Prior Value $407 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 312 stocks
  • Additional Purchases 796 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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