Cornerstone Planning Group LLC Incresed Positions in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
1
+ 0.19%
$183.74 - $204.05 $184 - $204
541 $98.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.48K
+ 629.13%
$567.77 - $614.76 $5.38M - $5.83M
11K $867M
AMP
Ameriprise Financial Inc

Financial Services
49
+ 9.76%
$486.13 - $544.55 $23.8K - $26.7K
551 $250M
WDAY
Workday, Inc.

Technology
156
+ 183.53%
$213.69 - $247.69 $33.3K - $38.6K
241 $15.7M
TECH
Bio Techne Corp

Healthcare
22
+ 27.5%
$49.87 - $58.78 $1.1K - $1.29K
102 $788K
DEO
Diageo PLC

Consumer Defensive
39
+ 95.12%
$93.64 - $115.33 $3.65K - $4.5K
80 $560K
DOV
Dover Corp

Industrials
208
+ 371.43%
$165.59 - $190.9 $34.4K - $39.7K
264 $6.29M
T
At&T Inc.

Communication Services
1.45K
+ 11.3%
$26.94 - $29.62 $39K - $42.9K
14.3K $352M
RNR
Renaissancere Holdings LTD

Financial Services
58
+ 214.81%
$231.95 - $253.93 $13.5K - $14.7K
85 $2.34M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
134
+ 957.14%
$534.91 - $598.71 $71.7K - $80.2K
148 $3.58M
OTIS
Otis Worldwide Corp

Industrials
96
+ 106.67%
$84.93 - $101.07 $8.15K - $9.7K
186 $3.21M
VRT
Vertiv Holdings CO

Industrials
360
+ 537.31%
N/A
427 $4.42M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9
+ 3.05%
$196.15 - $217.83 $1.77K - $1.96K
304 $54.2M
SMG
Scotts Miracle Gro CO

Basic Materials
213
+ 244.83%
$55.82 - $70.08 $11.9K - $14.9K
300 $206K
RMD
Resmed Inc

Healthcare
622
+ 2144.83%
$252.01 - $293.73 $157K - $183K
651 $2.8M
ADP
Automatic Data Processing Inc

Industrials
54
+ 9.96%
$288.69 - $310.94 $15.6K - $16.8K
596 $156M
ADBE
Adobe Inc.

Technology
33
+ 33.0%
$333.65 - $392.1 $11K - $12.9K
133 $27.3M
CSGP
Costar Group, Inc.

Real Estate
8
+ 3.02%
$81.42 - $96.83 $651 - $775
273 $19M
SF
Stifel Financial Corp

Financial Services
22
+ 25.58%
$105.26 - $116.4 $2.32K - $2.56K
108 $2.64M
PLD
Prologis, Inc.

Real Estate
908
+ 183.81%
$104.08 - $115.35 $94.5K - $105K
1.4K $45.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
205
+ 69.02%
$82.42 - $87.03 $16.9K - $17.8K
502 $16.4M
TMUS
T Mobile Us, Inc.

Communication Services
404
+ 641.27%
$226.02 - $259.01 $91.3K - $105K
467 $6.18M
PKG
Packaging Corp Of America

Consumer Cyclical
59
+ 105.36%
$191.41 - $220.25 $11.3K - $13K
115 $1.41M
SHOP
Shopify Inc.

Technology
128
+ 104.92%
$112.11 - $157.12 $14.4K - $20.1K
250 $5.89M
TM
Toyota Motor Corp

Consumer Cyclical
35
+ 38.04%
$167.86 - $202.79 $5.88K - $7.1K
127 $6.87M
SBUX
Starbucks Corp

Consumer Cyclical
482
+ 181.89%
$81.9 - $96.86 $39.5K - $46.7K
747 $13.5M
DDOG
Datadog, Inc.

Technology
7.77K
+ 3378.26%
$124.52 - $155.15 $968K - $1.21M
8K $20.2M
WELL
Welltower Inc.

Real Estate
17
+ 22.08%
$150.71 - $178.14 $2.56K - $3.03K
94 $2.39M
FISV
Fiserv Inc

Technology
158
+ 50.32%
N/A
472 $30.8M
NSC
Norfolk Southern Corp

Industrials
17
+ 36.17%
$259.49 - $300.41 $4.41K - $5.11K
64 $1.28M
Wells Fargo CO New Perp Pfd Cnv A
48
+ 480.0%
N/A
58 $494K
CMCSA
Comcast Corp

Communication Services
6
+ 0.24%
$31.41 - $36.33 $188 - $218
2.48K $67.9M
YUM
Yum Brands Inc

Consumer Cyclical
389
+ 241.61%
$139.5 - $153.94 $54.3K - $59.9K
550 $9.36M
WM
Waste Management Inc

Industrials
67
+ 101.52%
$213.88 - $237.1 $14.3K - $15.9K
133 $2.03M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
109
+ 6.2%
$38.58 - $58.24 $4.21K - $6.35K
1.87K $60.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.78K
+ 1105.85%
$100.16 - $100.7 $379K - $381K
4.12K $20M
INTU
Intuit Inc

Technology
11
+ 5.34%
$646.03 - $807.39 $7.11K - $8.88K
217 $143M
DE
Deere & CO

Industrials
343
+ 700.0%
$457.26 - $524.37 $157K - $180K
392 $8.74M
NKE
Nike, Inc.

Consumer Cyclical
894
+ 256.9%
$69.24 - $79.24 $61.9K - $70.8K
1.24K $8.71M
KKR
Kkr & Co. Inc.

Financial Services
12
+ 1.29%
$129.95 - $152.16 $1.56K - $1.83K
940 $111M
ROP
Roper Technologies Inc

Industrials
25
+ 36.76%
$495.03 - $573.0 $12.4K - $14.3K
93 $14.7M
VEEV
Veeva Systems Inc

Healthcare
23
+ 19.83%
$269.2 - $297.91 $6.19K - $6.85K
139 $10.3M
SNPS
Synopsys Inc

Technology
73
+ 143.14%
$387.78 - $645.35 $28.3K - $47.1K
124 $9.26M
QBTS
D Wave Quantum Inc.

Technology
119
+ 7.0%
$14.81 - $27.72 $1.76K - $3.3K
1.82K $7.69M
SPOT
Spotify Technology S.A.

Communication Services
294
+ 588.0%
$620.01 - $738.53 $182K - $217K
344 $7.89M
WTW
Willis Towers Watson PLC

Financial Services
87
+ 98.86%
$301.83 - $345.45 $26.3K - $30.1K
175 $641K
GLD
Spdr Gold Trust

ETFs
786
+ 401.02%
$300.96 - $355.47 $237K - $279K
982 $32.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
246
+ 32.63%
$96.22 - $98.19 $23.7K - $24.2K
1K $30.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 1.74%
$366.54 - $479.53 $733 - $959
117 $599K
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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