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
UPS
United Parcel Service Inc

Industrials
5
+ 3.94%
$122.65 - $138.35 $613 - $692
132 $18M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4
+ 57.14%
$180.39 - $205.43 $722 - $822
11 $2.25M
GRMN
Garmin LTD

Technology
2
+ 20.0%
$161.91 - $220.77 $324 - $442
12 $2.58M
SBAC
Sba Communications Corp

Real Estate
8
+ 25.0%
$198.24 - $249.31 $1.59K - $1.99K
40 $8.32M
TS
Tenaris Sa

Energy
20
+ 105.26%
$31.3 - $39.08 $626 - $782
39 $1.52M
CME
Cme Group Inc.

Financial Services
2
+ 4.65%
$221.17 - $246.02 $442 - $492
45 $10.7M
VST
Vistra Corp.

Utilities
4
+ 12.5%
$115.74 - $166.61 $463 - $666
36 $4.98M
ERIC
Ericsson Lm Telephone CO

Technology
131
+ 90.34%
$7.36 - $8.59 $964 - $1.13K
276 $2.13M
TEF
Telefonica S A

Communication Services
251
+ 146.78%
$4.02 - $4.88 $1.01K - $1.22K
422 $1.68M
BMBL
Bumble Inc.

Technology
98
+ 110.11%
$6.31 - $9.08 $618 - $890
187 $1.49M
CLX
Clorox CO

Consumer Defensive
5
+ 83.33%
$156.51 - $169.74 $783 - $849
11 $1.79M
CSTM
Constellium Se

Basic Materials
93
+ 127.4%
$9.97 - $16.45 $927 - $1.53K
166 $1.67M
TFC
Truist Financial Corp

Financial Services
7
+ 6.48%
$41.51 - $48.1 $291 - $337
115 $5.48M
MSCI
Msci Inc.

Financial Services
1
+ 25.0%
$569.09 - $635.99 $569 - $636
5 $3.12M
VRT
Vertiv Holdings CO

Industrials
10
+ 50.0%
N/A
30 $3.08M
Diversified Energy Company PLC Shs New
19
+ 18.63%
N/A
121 $1.98M
TTD
Trade Desk, Inc.

Technology
8
+ 12.12%
$108.7 - $139.51 $870 - $1.12K
74 $8.81M
CAE
Cae Inc

Industrials
23
+ 56.1%
$17.6 - $25.38 $405 - $584
64 $1.56M
FTS
Fortis Inc.

Utilities
18
+ 48.65%
$41.04 - $45.81 $739 - $825
55 $2.39M
SAN
Banco Santander, S.A.

Financial Services
111
+ 14.59%
$4.49 - $5.05 $498 - $561
872 $4.48M
Healthcare Rlty Tr Cl A Com
48
+ 82.76%
N/A
106 $1.82M
PAAS
Pan American Silver Corp

Basic Materials
47
+ 50.54%
$19.94 - $25.85 $937 - $1.21K
140 $3.05M
WPC
W. P. Carey Inc.

Real Estate
12
+ 8.22%
$53.44 - $61.33 $641 - $736
158 $9.02M
CNHI
Cnh Industrial N.V.

Industrials
35
+ 24.82%
N/A
176 $2.32M
CHD
Church & Dwight CO Inc

Consumer Defensive
6
+ 85.71%
$99.11 - $112.25 $595 - $674
13 $1.42M
NTR
Nutrien Ltd.

Basic Materials
10
+ 26.32%
$44.04 - $50.78 $440 - $508
48 $2.52M
SNY
Sanofi

Healthcare
15
+ 8.15%
$45.89 - $57.31 $688 - $860
199 $10.6M
QLC
Flexshares Tr Us Quality Large

ETFs
1
+ 0.34%
$64.39 - $68.9 $64.4 - $68.9
293 $19.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.25%
$22.4 - $68.28 $44.8 - $137
793 $18.9M
WAT
Waters Corp

Healthcare
1
+ 33.33%
$323.11 - $392.01 $323 - $392
4 $1.66M
PSA
Public Storage

Real Estate
4
+ 26.67%
$289.33 - $360.21 $1.16K - $1.44K
19 $5.65M
TU
Telus Corp

Communication Services
49
+ 204.17%
$13.45 - $16.78 $659 - $822
73 $1.06M
WY
Weyerhaeuser CO

Real Estate
22
+ 122.22%
$27.21 - $33.7 $599 - $741
40 $1.23M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
58
+ 2.35%
$8.17 - $8.66 $474 - $502
2.53K $21.4M
AER
Aer Cap Holdings N.V.

Industrials
7
+ 17.5%
$91.85 - $100.3 $643 - $702
47 $4.5M
Liberty Media Corp Del Com Lbty One S C
5
+ 33.33%
N/A
20 $1.88M
SYY
Sysco Corp

Consumer Defensive
5
+ 4.95%
$73.63 - $81.77 $368 - $409
106 $8.15M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.39%
$61.52 - $66.5 $61.5 - $66.5
260 $17M
PEAK
Healthpeak Properties, Inc.

Real Estate
35
+ 50.72%
N/A
104 $2.21M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7
+ 100.0%
$97.29 - $122.68 $681 - $859
14 $1.43M
TER
Teradyne, Inc

Technology
5
+ 83.33%
$102.58 - $133.62 $513 - $668
11 $1.32M
RMD
Resmed Inc

Healthcare
2
+ 16.67%
$228.69 - $256.07 $457 - $512
14 $3.57M
BXC
Blue Linx Holdings Inc.

Industrials
5
+ 41.67%
$100.47 - $131.66 $502 - $658
17 $1.87M
NRG
Nrg Energy, Inc.

Utilities
4
+ 16.67%
$85.3 - $101.61 $341 - $406
28 $2.72M
WPP
Wpp PLC

Communication Services
16
+ 100.0%
$49.35 - $56.55 $790 - $905
32 $1.49M
PSTL
Postal Realty Trust, Inc.

Real Estate
50
+ 161.29%
$12.83 - $14.74 $642 - $737
81 $1.06M
OGN
Organon & Co.

Healthcare
39
+ 185.71%
$14.44 - $18.83 $563 - $734
60 $970K
K
Kellogg CO

Consumer Defensive
7
+ 35.0%
$80.34 - $81.29 $562 - $569
27 $2.21M
DOV
Dover Corp

Industrials
2
+ 4.0%
$184.72 - $206.51 $369 - $413
52 $10.2M
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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