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
PH
Parker Hannifin Corp

Industrials
7.73K
+ 13556.14%
$697.13 - $769.67 $5.39M - $5.95M
7.78K $646M
ALC
Alcon Inc

Healthcare
12.8K
+ 10157.14%
$73.24 - $92.22 $937K - $1.18M
12.9K $606M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.72K
+ 2734.93%
$102.4 - $103.88 $585K - $594K
5.93K $611M
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.99K
+ 2.95%
$47.03 - $47.97 $470K - $479K
349K $16.6B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.3K
New
$133.48 - $144.38 $1.38M - $1.49M
10.3K $569M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
23.4K
+ 1192.77%
$22.64 - $23.22 $530K - $544K
25.4K $589M
AMZN
Amazon Com Inc

Consumer Cyclical
1.87K
+ 15.2%
$211.65 - $238.24 $395K - $445K
14.2K $3.15B
JNJ
Johnson & Johnson

Healthcare
2.61K
+ 225.47%
$155.17 - $185.42 $405K - $484K
3.77K $713M
EFG
Msci Eafe Growth ETF

ETFs
4.37K
+ 485.44%
$106.99 - $114.46 $467K - $500K
5.27K $610M
Ishares High Yield Muni Active ETF
9.53K
+ 6904.35%
N/A
9.67K $476M
SCHQ
Schwab Strategic Tr Long Term

ETFs
16.9K
New
$30.81 - $32.63 $521K - $552K
16.9K $443M
PID
Invesco Exchange Traded Fd Tr

ETFs
20.5K
New
N/A
20.5K $437M
VMI
Valmont Industries Inc

Industrials
14.6K
New
$328.58 - $387.73 $4.8M - $5.66M
14.6K $432M
PRA
Proassurance Corp

Financial Services
2.8K
+ 12152.17%
$22.83 - $24.04 $63.8K - $67.2K
2.82K $422M
MSFT
Microsoft Corp

Technology
799
+ 17.34%
$491.09 - $535.64 $392K - $428K
5.41K $2.84B
AVGO
Broadcom Inc.

Technology
535
+ 24.19%
$264.74 - $369.57 $142K - $198K
2.75K $1.03B
VO
Vanguard Mid Cap ETF

ETFs
2.3K
+ 2495.65%
$279.83 - $293.74 $642K - $674K
2.39K $411M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.01K
+ 994.12%
$23.75 - $25.0 $24.1K - $25.4K
1.12K $385M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.81K
New
$282.75 - $294.19 $2.21M - $2.3M
7.81K $367M
SEM
Select Medical Holdings Corp

Healthcare
3.92K
+ 6868.42%
$11.77 - $15.25 $46.1K - $59.7K
3.97K $367M
AXP
American Express CO

Financial Services
74
+ 1.41%
$294.27 - $342.31 $21.8K - $25.3K
5.32K $1.91B
ABT
Abbott Laboratories

Healthcare
1.09K
+ 109.97%
$120.51 - $136.62 $132K - $149K
2.09K $476M
IYW
Ishares Dj Us Tech ETF

ETFs
1.59K
+ 323.12%
$171.38 - $197.01 $273K - $314K
2.09K $434M
PCG
Pg&E Corp

Utilities
2.3K
+ 3240.85%
$13.0 - $15.73 $29.9K - $36.2K
2.37K $346M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.33K
+ 16665.0%
$185.65 - $214.38 $619K - $715K
3.35K $343M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.74K
+ 7900.0%
$81.75 - $84.54 $387K - $401K
4.8K $343M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 8.88%
$282.78 - $316.06 $178K - $199K
7.73K $2.39B
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.83K
New
$30.02 - $30.29 $85K - $85.7K
2.83K $315M
DGRO
Ishares Core Dividend Growth E

ETFs
4.32K
+ 2171.86%
$64.12 - $68.08 $277K - $294K
4.52K $309M
BND
Vanguard Bd Index Fd Inc Total

ETFs
866
+ 4557.89%
$72.57 - $74.72 $62.8K - $64.7K
885 $296M
Tctm Kids It Education Inc. Sponsored Ads
926
+ 92600.0%
N/A
927 $278M
OPCH
Option Care Health, Inc.

Healthcare
1.07K
+ 7621.43%
$26.82 - $31.95 $28.6K - $34.1K
1.08K $278M
DSGX
Descartes Systems Group Inc

Technology
7.67K
+ 85233.33%
$94.23 - $107.79 $723K - $827K
7.68K $276M
REZ
Ishares Tr Residential And Mul

ETFs
4.55K
+ 2.71%
$81.06 - $85.23 $369K - $388K
172K $14.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.31K
+ 4533.33%
$107.66 - $112.36 $249K - $260K
2.36K $264M
SU
Suncor Energy Inc

Energy
4.77K
+ 3140.13%
$37.83 - $43.02 $181K - $205K
4.93K $262M
TFII
Tfi International Inc.

Industrials
1K
+ 20080.0%
$84.43 - $96.79 $84.8K - $97.2K
1.01K $249M
South Bow Corp Com
2.57K
+ 11672.73%
N/A
2.59K $246M
IWY
Ishares Tr Russell 200 Growth

ETFs
71
+ 0.98%
$243.93 - $275.62 $17.3K - $19.6K
7.34K $2.08B
NTES
Net Ease, Inc.

Communication Services
219
New
$127.31 - $159.34 $27.9K - $34.9K
219 $238M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.94K
New
$25.67 - $27.21 $75.5K - $80K
2.94K $235M
USLM
United States Lime & Minerals Inc

Basic Materials
651
New
$99.02 - $131.55 $64.5K - $85.6K
651 $224M
MLN
Vaneck Long Muni ETF

ETFs
1.02K
New
$16.52 - $17.5 $16.9K - $17.9K
1.02K $223M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.27K
+ 17484.62%
$22.45 - $23.2 $51K - $52.7K
2.29K $216M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.55K
+ 3590.14%
$50.02 - $53.28 $128K - $136K
2.62K $219M
SYY
Sysco Corp

Consumer Defensive
616
+ 526.5%
$76.33 - $82.51 $47K - $50.8K
733 $222M
LABU
Direxion Daily S&P Biotech Bul

ETFs
1.79K
+ 5120.0%
$57.23 - $93.61 $103K - $168K
1.83K $204M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.91K
New
$23.54 - $23.97 $139K - $142K
5.91K $200M
VIG
Vanguard Dividend Appreciation

ETFs
909
+ 119.29%
N/A
1.67K $350M
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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