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
MAA
Mid America Apartment Communities Inc.

Real Estate
11
+ 100.0%
$138.38 - $153.2 $1.52K - $1.69K
22 $2.83M
HUM
Humana Inc

Healthcare
3
+ 23.08%
$220.41 - $312.0 $661 - $936
16 $4.57M
AAL
American Airlines Group Inc.

Industrials
68
+ 20.61%
N/A
398 $5.09M
PBE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.61%
$64.0 - $71.44 $64 - $71.4
165 $12.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
New
$51.78 - $57.89 $1.04K - $1.16K
20 $1.19M
ARVN
Arvinas, Inc.

Healthcare
119
New
$6.24 - $8.53 $743 - $1.02K
119 $1.18M
TLTE
Flexshares Tr Morningstar Emer

ETFs
2
+ 1.04%
$58.65 - $64.01 $117 - $128
195 $12.7M
FR
First Industrial Realty Trust Inc

Real Estate
2
+ 1.32%
$47.58 - $52.64 $95.2 - $105
154 $8.57M
DHIL
Diamond Hill Investment Group Inc

Financial Services
8
+ 133.33%
$133.4 - $158.38 $1.07K - $1.27K
14 $1.99M
PEY
Invesco Exchange Traded Fd Tr

ETFs
110
+ 1.16%
$20.38 - $21.7 $2.24K - $2.39K
9.62K $198M
GPN
Global Payments Inc

Industrials
14
+ 23.33%
$77.61 - $90.01 $1.09K - $1.26K
74 $5.82M
Astera Labs Inc Com
6
+ 600.0%
N/A
7 $1.19M
IFF
International Flavors & Fragrances Inc

Basic Materials
18
+ 150.0%
$60.3 - $77.46 $1.09K - $1.39K
30 $1.89M
KRC
Kilroy Realty Corp

Real Estate
25
New
$34.55 - $44.44 $864 - $1.11K
25 $1.04M
Anglogold Ashanti PLC Com Shs
15
New
N/A
15 $1.04M
LIT
Global X Fds Global X Lithium

ETFs
16
New
$38.41 - $56.85 $615 - $910
16 $1.01M
AVB
Avalonbay Communities Inc

Real Estate
8
+ 23.53%
$182.72 - $204.51 $1.46K - $1.64K
42 $7.34M
KR
Kroger CO

Consumer Defensive
24
+ 26.37%
$64.52 - $74.35 $1.55K - $1.78K
115 $7.52M
FLMI
Franklin Dynamic Municipal Bon

ETFs
9
+ 0.99%
$23.96 - $24.81 $216 - $223
916 $22.9M
FSLR
First Solar, Inc.

Technology
1
+ 6.25%
$160.84 - $223.53 $161 - $224
17 $3.97M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
11
New
$85.71 - $86.94 $943 - $956
11 $951K
Longeveron Inc Cl A New
1.13K
New
N/A
1.13K $942K
ELAN
Elanco Animal Health Inc

Healthcare
3
+ 2.97%
$13.68 - $20.14 $41 - $60.4
104 $2.35M
PRGO
Perrigo CO PLC

Healthcare
82
New
$20.76 - $28.43 $1.7K - $2.33K
82 $908K
EXPD
Expeditors International Of Washington Inc

Industrials
7
+ 46.67%
$111.37 - $124.95 $780 - $875
22 $2.64M
Paramount Skydance Corp Com Cl B
83
New
N/A
83 $891K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.68%
$118.16 - $123.66 $591 - $618
745 $89.1M
BFB
Brown Forman Corp Cl B
33
New
N/A
33 $880K
BX
Blackstone Inc.

Financial Services
21
+ 18.1%
$152.77 - $188.68 $3.21K - $3.96K
137 $20.3M
Lucid Group Inc Com New
50
New
N/A
50 $877K
AYI
Acuity Brands Inc

Industrials
167
New
$287.07 - $344.52 $47.9K - $57.5K
167 $852K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15
New
$46.51 - $50.07 $698 - $751
15 $846K
Reddit Inc Cl A
135
+ 13500.0%
N/A
136 $1.04M
SAM
Boston Beer CO Inc

Consumer Defensive
4
New
$191.38 - $226.97 $766 - $908
4 $824K
SEIC
Sei Investments CO

Financial Services
58
New
$84.85 - $93.8 $4.92K - $5.44K
58 $817K
RGP
Resources Connection, Inc.

Industrials
12
New
$4.47 - $6.03 $53.6 - $72.4
12 $804K
MKTX
Marketaxess Holdings Inc

Financial Services
5
New
$174.25 - $223.11 $871 - $1.12K
5 $800K
CNI
Canadian National Railway CO

Industrials
9
+ 18.37%
$92.01 - $106.6 $828 - $959
58 $5.41M
BEN
Franklin Resources Inc

Financial Services
42
+ 62.69%
$23.13 - $26.03 $971 - $1.09K
109 $2.48M
EVRG
Evergy, Inc.

Utilities
9
+ 47.37%
$67.73 - $76.02 $610 - $684
28 $2.18M
GIS
General Mills Inc

Consumer Defensive
21
+ 21.88%
$48.44 - $53.83 $1.02K - $1.13K
117 $5.51M
HPQ
Hp Inc

Technology
10
+ 4.83%
$24.45 - $29.35 $245 - $294
217 $5.96M
OKE
Oneok Inc

Energy
23
+ 1150.0%
$71.36 - $83.47 $1.64K - $1.92K
25 $922K
LVHI
Franklin International Low Vol

ETFs
3
+ 0.95%
$32.69 - $35.19 $98.1 - $106
320 $11.4M
GIB
Cgi Inc

Technology
9
+ 300.0%
$88.14 - $106.19 $793 - $956
12 $1.05M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10
New
$69.02 - $73.57 $690 - $736
10 $743K
ABCL
Ab Cellera Biologics Inc.

Healthcare
34
New
$3.49 - $5.15 $119 - $175
34 $741K
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
+ 18.52%
$332.69 - $399.0 $1.66K - $2K
32 $10.8M
EPR
Epr Properties

Real Estate
15
New
$52.58 - $61.21 $789 - $918
15 $735K
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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