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
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
47
+ 213.64%
$24.0 - $31.51 $1.13K - $1.48K
69 $1.29M
PNM
Pnm Resources Inc

Utilities
15
+ 187.5%
N/A
23 $1.18M
EIX
Edison International

Utilities
13
+ 260.0%
$50.42 - $56.35 $655 - $733
18 $1M
Bioage Labs Inc Com
100
New
N/A
100 $725K
BOX
Box Inc

Technology
22
+ 31.43%
$31.03 - $33.73 $683 - $742
92 $2.93M
HPP
Hudson Pacific Properties, Inc.

Real Estate
295
New
$2.41 - $3.07 $711 - $906
295 $717K
Datavault Ai Inc Com Shs
6
New
N/A
6 $713K
ADSK
Autodesk, Inc.

Technology
2
+ 2.99%
N/A
69 $20.8M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1
+ 0.83%
$80.0 - $88.06 $80 - $88.1
121 $10.5M
EBAY
Ebay Inc

Consumer Cyclical
24
+ 13.64%
$75.33 - $100.77 $1.81K - $2.42K
200 $16.7M
RKT
Rocket Companies, Inc.

Financial Services
11
New
$13.31 - $21.16 $146 - $233
11 $670K
AFG
American Financial Group Inc

Financial Services
1
+ 1.14%
$122.42 - $145.72 $122 - $146
89 $11.6M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3
+ 0.9%
$45.92 - $47.76 $138 - $143
335 $16.1M
FNV
Franco Nevada Corp

Basic Materials
2
+ 14.29%
$154.4 - $222.91 $309 - $446
16 $3.02M
TENB
Tenable Holdings, Inc.

Technology
3
New
$28.58 - $35.46 $85.7 - $106
3 $626K
ENB
Enbridge Inc

Energy
12
+ 5.91%
$43.79 - $50.46 $525 - $606
215 $10.1M
Qxo Inc Com New
18
New
N/A
18 $608K
CCS
Century Communities, Inc.

Consumer Cyclical
10
New
$56.29 - $69.8 $563 - $698
10 $604K
K
Kellogg CO

Consumer Defensive
5
+ 8.93%
$76.96 - $82.02 $385 - $410
61 $5.07M
MOH
Molina Healthcare, Inc.

Healthcare
4
New
$152.31 - $306.29 $609 - $1.23K
4 $604K
CCL
Carnival Corp

Consumer Cyclical
42
+ 6.81%
$28.37 - $32.49 $1.19K - $1.36K
659 $18.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 1.35%
$83.65 - $95.26 $83.7 - $95.3
75 $7.32M
NWE
Northwestern Corp

Utilities
47
+ 335.71%
$51.58 - $58.61 $2.42K - $2.75K
61 $1.36M
CIEN
Ciena Corp

Technology
1
+ 25.0%
$77.75 - $145.67 $77.8 - $146
5 $945K
STLD
Steel Dynamics Inc

Basic Materials
180
+ 1636.36%
N/A
191 $1.94M
ASPN
Aspen Aerogels Inc

Industrials
75
New
$6.0 - $8.26 $450 - $620
75 $565K
Howard Hughes Holdings Inc Com
7
New
N/A
7 $551K
RBB
Rbb Bancorp

Financial Services
272
+ 1700.0%
N/A
288 $841K
COTY
Coty Inc.

Consumer Defensive
159
+ 143.24%
$3.69 - $5.15 $587 - $819
270 $1.06M
Dimensional Ultrashort Fixed Income ETF
10
New
N/A
10 $529K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11
New
$44.22 - $45.74 $486 - $503
11 $528K
OXYWS
Occidental Pete Corp Wt Exp 08
4
+ 26.67%
N/A
19 $845K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 4.17%
$259.44 - $278.65 $519 - $557
50 $13M
CPT
Camden Property Trust

Real Estate
10
+ 20.41%
$104.05 - $115.69 $1.04K - $1.16K
59 $5.83M
ZBRA
Zebra Technologies Corp

Technology
195
+ 3900.0%
$296.92 - $341.36 $57.9K - $66.6K
200 $2.03M
STVN
Stevanato Group S.P.A.

Healthcare
2
+ 25.0%
$21.65 - $27.95 $43.3 - $55.9
10 $697K
KROS
Keros Therapeutics, Inc.

Healthcare
34
New
$13.34 - $16.05 $454 - $546
34 $511K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8
+ 1.33%
$50.47 - $50.74 $404 - $406
610 $30.9M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
1
+ 0.65%
$12.7 - $15.07 $12.7 - $15.1
155 $2.57M
LENB
Lennar Corporation Cl B
4
+ 66.67%
N/A
10 $1.19M
IVZ
Invesco Ltd.

Financial Services
12
+ 13.19%
$16.17 - $23.0 $194 - $276
103 $2.42M
HCKT
Hackett Group, Inc.

Technology
27
New
$19.01 - $25.92 $513 - $700
27 $487K
DOX
Amdocs LTD

Technology
9
+ 3.13%
$81.2 - $92.62 $731 - $834
297 $24.9M
L
Loews Corp

Financial Services
2
+ 4.55%
$89.82 - $100.39 $180 - $201
46 $4.58M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8
+ 1.29%
$50.52 - $50.75 $404 - $406
627 $31.8M
BYD
Boyd Gaming Corp

Consumer Cyclical
6
New
$79.66 - $87.38 $478 - $524
6 $464K
UTHR
United Therapeutics Corp

Healthcare
25
+ 833.33%
$274.7 - $438.75 $6.87K - $11K
28 $1.37M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1
+ 1.02%
$65.41 - $69.67 $65.4 - $69.7
99 $6.96M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.56%
$255.35 - $282.87 $255 - $283
65 $17M
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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