Cornerstone Planning Group LLC Incresed Positions in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2
+ 0.06%
$44.28 - $51.47 $88.6 - $103
3.48K $171M
NOW
Service Now, Inc.

Technology
1
+ 1.54%
$867.18 - $1148.42 $867 - $1.15K
66 $75.3M
BMY
Bristol Myers Squibb CO

Healthcare
132
+ 20.15%
$51.92 - $59.94 $6.85K - $7.91K
787 $47.7M
BAC
Bank Of America Corp

Financial Services
102
+ 6.0%
$39.22 - $47.77 $4K - $4.87K
1.8K $84.8M
DDOG
Datadog, Inc.

Technology
80
+ 101.27%
$113.98 - $168.65 $9.12K - $13.5K
159 $22.6M
A
Agilent Technologies, Inc.

Healthcare
54
+ 29.03%
$125.69 - $146.56 $6.79K - $7.91K
240 $36.2M
MA
Mastercard Inc

Financial Services
10
+ 7.69%
$491.3 - $536.15 $4.91K - $5.36K
140 $76.7M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 1.87%
$873.59 - $994.69 $1.75K - $1.99K
109 $105M
PLTR
Palantir Technologies Inc.

Technology
87
+ 73.73%
$36.46 - $82.38 $3.17K - $7.17K
205 $15.5M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 22.5%
$486.1 - $608.57 $4.37K - $5.48K
49 $30.9M
CPRT
Copart Inc

Consumer Cyclical
109
+ 24.83%
$51.36 - $63.8 $5.6K - $6.95K
548 $31.6M
FITB
Fifth Third Bancorp

Financial Services
59
+ 0.95%
$41.76 - $48.44 $2.46K - $2.86K
6.27K $282M
IAU
Ishares Gold Trust

ETFs
172
+ 18.3%
$48.37 - $52.65 $8.32K - $9.06K
1.11K $57.6M
ADP
Automatic Data Processing Inc

Industrials
14
+ 4.08%
$280.08 - $307.97 $3.92K - $4.31K
357 $107M
SAP
Sap Se

Technology
19
+ 25.68%
$218.13 - $255.54 $4.14K - $4.86K
93 $25.6M
MO
Altria Group, Inc.

Consumer Defensive
60
+ 4.92%
$49.06 - $57.74 $2.94K - $3.46K
1.28K $68.4M
CAH
Cardinal Health Inc

Healthcare
5
+ 1.58%
$107.89 - $125.33 $539 - $627
322 $42M
DE
Deere & CO

Industrials
11
+ 55.0%
$389.45 - $466.0 $4.28K - $5.13K
31 $15M
C
Citigroup Inc

Financial Services
19
+ 5.86%
$61.31 - $72.5 $1.16K - $1.38K
343 $27.8M
IAI
Ishares Tr Us Broker Dealers &

ETFs
31
+ 27.43%
$127.59 - $153.41 $3.96K - $4.76K
144 $22.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
118
+ 1.76%
$57.32 - $59.66 $6.76K - $7.04K
6.82K $398M
CEG
Constellation Energy Corp

Utilities
7
+ 1.49%
$224.28 - $285.52 $1.57K - $2K
476 $131M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.43%
$278.19 - $315.36 $835 - $946
703 $207M
APP
App Lovin Corp

Technology
11
+ 78.57%
$130.67 - $401.5 $1.44K - $4.42K
25 $8.58M
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.97%
$112.15 - $127.2 $561 - $636
519 $64.8M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
203
+ 0.81%
$23.8 - $24.11 $4.83K - $4.89K
25.2K $605M
CG
Carlyle Group Inc.

Financial Services
73
+ 18.48%
$43.2 - $54.81 $3.15K - $4K
468 $26.1M
CSCO
Cisco Systems, Inc.

Technology
40
+ 3.91%
$52.45 - $60.02 $2.1K - $2.4K
1.06K $62.7M
NSC
Norfolk Southern Corp

Industrials
21
+ 233.33%
$230.6 - $277.0 $4.84K - $5.82K
30 $7.79M
TRU
Trans Union

Industrials
62
+ 46.97%
$92.71 - $108.67 $5.75K - $6.74K
194 $19M
AOA
Ishares Tr Core Aggressive All

ETFs
28
+ 0.2%
$76.61 - $79.88 $2.15K - $2.24K
14.1K $1.1B
ISMD
Northern Lts Fd Tr Iv

ETFs
9
+ 0.22%
$36.81 - $40.75 $331 - $367
4.12K $159M
SNOW
Snowflake Inc.

Technology
17
+ 40.48%
$109.65 - $186.51 $1.86K - $3.17K
59 $10.4M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
6
+ 0.17%
$81.6 - $90.89 $490 - $545
3.59K $311M
TQQQ
Proshares Ultrapro Qqq

ETFs
7
+ 0.34%
$69.42 - $93.29 $486 - $653
2.05K $162M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
309
+ 46.05%
$9.95 - $12.23 $3.07K - $3.78K
980 $12.2M
BLDR
Builders First Source, Inc.

Industrials
29
+ 152.63%
$142.93 - $198.25 $4.14K - $5.75K
48 $8.33M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 10.2%
$275.15 - $388.2 $1.38K - $1.94K
54 $20.2M
CSX
Csx Corp

Industrials
134
+ 16.03%
$31.58 - $36.88 $4.23K - $4.94K
970 $32.6M
MS
Morgan Stanley

Financial Services
20
+ 18.35%
$104.42 - $134.99 $2.09K - $2.7K
129 $17.6M
DAL
Delta Air Lines, Inc.

Industrials
34
+ 15.25%
$47.46 - $65.77 $1.61K - $2.24K
257 $17.4M
TM
Toyota Motor Corp

Consumer Cyclical
21
+ 35.59%
$169.2 - $199.52 $3.55K - $4.19K
80 $14.9M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
134
+ 3.73%
$90.74 - $103.94 $12.2K - $13.9K
3.73K $339M
HON
Honeywell International Inc

Industrials
9
+ 8.18%
$202.84 - $236.0 $1.83K - $2.12K
119 $26.9M
BP
Bp PLC

Energy
128
+ 261.22%
$28.16 - $33.14 $3.6K - $4.24K
177 $5.57M
COIN
Coinbase Global, Inc.

Technology
12
+ 92.31%
$163.17 - $343.62 $1.96K - $4.12K
25 $6.95M
HSBC
Hsbc Holdings PLC

Financial Services
56
+ 27.45%
$43.83 - $49.51 $2.45K - $2.77K
260 $13.5M
Lam Research Corp Com New
66
+ 18.64%
N/A
420 $31.8M
UBS
Ubs Group Ag

Financial Services
106
+ 130.86%
$29.78 - $33.08 $3.16K - $3.51K
187 $6.69M
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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