Cornerstone Planning Group LLC Purchases in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
51
+ 2.87%
$42.73 - $45.54 $2.18K - $2.32K
1.83K $86.2M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
368
+ 40.62%
$13.29 - $16.05 $4.89K - $5.91K
1.27K $19.3M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 39.13%
$334.32 - $426.2 $3.01K - $3.84K
32 $14.9M
OLED
Universal Display Corp Pa

Technology
29
+ 1450.0%
$134.16 - $161.44 $3.89K - $4.68K
31 $6.78M
ELV
Elevance Health, Inc.

Healthcare
17
+ 77.27%
$274.66 - $395.76 $4.67K - $6.73K
39 $12.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
101
+ 14.74%
$55.61 - $57.37 $5.62K - $5.79K
786 $44.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
140
New
$40.68 - $46.33 $5.7K - $6.49K
140 $6.32M
STM
St Microelectronics N.V.

Technology
373
+ 345.37%
$24.77 - $33.41 $9.24K - $12.5K
481 $8.99M
EMR
Emerson Electric CO

Industrials
61
+ 10.68%
$128.6 - $149.63 $7.84K - $9.13K
632 $86.5M
ADI
Analog Devices Inc

Technology
12
+ 4.04%
$220.68 - $255.63 $2.65K - $3.07K
309 $71.9M
AZZ
Azz Inc

Industrials
63
New
$96.74 - $119.54 $6.09K - $7.53K
63 $6.25M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
63
New
$16.23 - $20.39 $1.02K - $1.28K
63 $6.23M
IEFA
Ishares Tr

ETFs
48
+ 13.48%
$81.7 - $87.53 $3.92K - $4.2K
404 $35.7M
Ralliant Corp Com
11
+ 122.22%
N/A
20 $6.46M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
373
New
$85.93 - $92.12 $32.1K - $34.4K
373 $5.97M
VHI
Valhi Inc

Basic Materials
415
New
$15.28 - $19.03 $6.34K - $7.9K
415 $5.9M
FTNT
Fortinet, Inc.

Technology
91
+ 60.67%
$74.39 - $107.65 $6.77K - $9.8K
241 $20.3M
MMM
3 M CO

Industrials
15
+ 7.54%
$144.41 - $160.2 $2.17K - $2.4K
214 $35.7M
LOGI
Logitech International S.A.

Technology
45
+ 346.15%
$89.67 - $113.08 $4.04K - $5.09K
58 $7M
ALK
Alaska Air Group, Inc.

Industrials
55
+ 785.71%
$49.73 - $63.86 $2.74K - $3.51K
62 $6.07M
AEE
Ameren Corp

Utilities
52
+ 12.12%
$95.0 - $104.38 $4.94K - $5.43K
481 $49.4M
FCX
Freeport Mcmoran Inc

Basic Materials
92
+ 8.59%
$35.34 - $47.21 $3.25K - $4.34K
1.16K $48.5M
BA
Boeing CO

Industrials
47
+ 30.32%
$209.79 - $237.38 $9.86K - $11.2K
202 $40.4M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
221
New
$161.6 - $171.2 $35.7K - $37.8K
221 $5.56M
DTM
Dt Midstream, Inc.

Energy
40
New
$99.17 - $113.27 $3.97K - $4.53K
40 $5.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
69
New
$435.72 - $463.74 $30.1K - $32K
69 $5.49M
XPO
Xpo Logistics, Inc.

Industrials
132
+ 1466.67%
$118.79 - $138.31 $15.7K - $18.3K
141 $6.55M
TFSL
Tfs Financial Corp

Financial Services
85
+ 242.86%
$12.61 - $14.23 $1.07K - $1.21K
120 $5.88M
CAG
Conagra Brands Inc.

Consumer Defensive
299
+ 2718.18%
$18.04 - $21.14 $5.39K - $6.32K
310 $5.4M
Arm Holdings PLC Sponsored Ads
10
+ 8.0%
N/A
135 $22.3M
SYNA
Synaptics Inc

Technology
69
+ 1150.0%
$59.7 - $74.35 $4.12K - $5.13K
75 $5.52M
WU
Western Union CO

Financial Services
52
New
$7.88 - $8.84 $410 - $460
52 $5.1M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
6
+ 20.69%
$8.2 - $12.84 $49.2 - $77
35 $5.24M
OHI
Omega Healthcare Investors Inc

Real Estate
60
+ 428.57%
$36.29 - $43.34 $2.18K - $2.6K
74 $5.55M
ESS
Essex Property Trust, Inc.

Real Estate
20
+ 500.0%
N/A
24 $6M
TW
Tradeweb Markets Inc.

Financial Services
2
+ 100.0%
$110.5 - $146.12 $221 - $292
4 $5.23M
Scilex Holding CO Com New
92
+ 9200.0%
N/A
93 $4.94M
BRX
Brixmor Property Group Inc.

Real Estate
185
New
N/A
185 $4.85M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
82
+ 102.5%
$35.24 - $44.04 $2.89K - $3.61K
162 $7.75M
BXP
Boston Properties Inc

Real Estate
61
+ 52.14%
$62.11 - $78.93 $3.79K - $4.81K
178 $12.6M
INVH
Invitation Homes Inc.

Real Estate
170
+ 944.44%
$28.9 - $32.78 $4.91K - $5.57K
188 $5.34M
KRG
Kite Realty Group Trust

Real Estate
218
New
$20.94 - $23.26 $4.56K - $5.07K
218 $4.77M
Priority Technology Hldgs Inc Com
102
+ 79.69%
N/A
230 $5.64M
Gsk PLC Sponsored Adr
49
+ 18.99%
N/A
307 $14.4M
SLGN
Silgan Holdings Inc

Consumer Cyclical
36
New
$41.5 - $56.76 $1.49K - $2.04K
36 $4.74M
ATO
Atmos Energy Corp

Utilities
25
+ 119.05%
$151.51 - $170.75 $3.79K - $4.27K
46 $7.97M
UNP
Union Pacific Corp

Industrials
229
+ 170.9%
$214.91 - $237.16 $49.2K - $54.3K
363 $34.5M
NTRA
Natera, Inc.

Healthcare
20
+ 153.85%
$133.66 - $181.11 $2.67K - $3.62K
33 $6.38M
EGP
Eastgroup Properties Inc

Real Estate
25
+ 312.5%
$159.46 - $169.88 $3.99K - $4.25K
33 $5.82M
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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email