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
GE
General Electric CO

Industrials
101
+ 22.8%
$244.75 - $305.63 $24.7K - $30.9K
544 $169M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
897
New
$52.55 - $54.37 $47.1K - $48.8K
897 $48.5M
FIVA
Fidelity Covington Tr

ETFs
1.53K
New
$29.03 - $31.44 $44.3K - $48K
1.53K $48.5M
UPST
Upstart Holdings, Inc.

Financial Services
1.04K
+ 9454.55%
$50.8 - $84.13 $52.8K - $87.5K
1.05K $49.2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
954
+ 1325.0%
$45.07 - $47.56 $43K - $45.4K
1.03K $51.6M
ENSG
Ensign Group, Inc

Healthcare
252
+ 201.6%
$136.36 - $174.12 $34.4K - $43.9K
377 $68M
ACVA
Acv Auctions Inc.

Consumer Cyclical
133
+ 1477.78%
$9.76 - $16.63 $1.3K - $2.21K
142 $48.2M
SNA
Snap On Inc

Industrials
182
+ 606.67%
$313.01 - $346.53 $57K - $63.1K
212 $57.5M
UNF
Unifirst Corp

Industrials
217
New
$165.27 - $190.41 $35.9K - $41.3K
217 $47.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
77
+ 11.79%
$284.45 - $324.95 $21.9K - $25K
730 $239M
Ishares Disciplined Volatility Equity Active ETF Trust Unit
1.85K
New
N/A
1.85K $46.4M
PCYO
Pure Cycle Corp

Utilities
398
+ 485.37%
$9.75 - $11.5 $3.88K - $4.58K
480 $46.6M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 47.56%
$291.67 - $316.99 $42.6K - $46.3K
453 $137M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
178
+ 1780.0%
$59.28 - $71.9 $10.6K - $12.8K
188 $45.8M
ALLY
Ally Financial Inc.

Financial Services
94
+ 1566.67%
$36.95 - $44.58 $3.47K - $4.19K
100 $45M
GILD
Gilead Sciences, Inc.

Healthcare
338
+ 48.63%
$108.22 - $120.47 $36.6K - $40.7K
1.03K $122M
MPWR
Monolithic Power Systems Inc

Technology
38
+ 542.86%
$711.24 - $922.81 $27K - $35.1K
45 $48.9M
COP
Conocophillips

Energy
545
+ 51.86%
$91.0 - $98.99 $49.6K - $53.9K
1.6K $141M
ISRG
Intuitive Surgical Inc

Healthcare
69
+ 61.06%
$433.66 - $544.47 $29.9K - $37.6K
182 $96.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
903
+ 129.18%
$41.43 - $44.2 $37.4K - $39.9K
1.6K $71.6M
XLF
Financial Sector Spdr

ETFs
783
+ 35.38%
$51.37 - $54.25 $40.2K - $42.5K
3K $156M
LMT
Lockheed Martin Corp

Industrials
74
+ 82.22%
$410.74 - $499.21 $30.4K - $36.9K
164 $80.3M
PCVX
Vaxcyte, Inc.

Healthcare
146
+ 14600.0%
$29.67 - $37.37 $4.33K - $5.46K
147 $41.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 7.4%
$459.11 - $506.91 $28.5K - $31.4K
900 $431M
CVX
Chevron Corp

Energy
269
+ 44.68%
$145.57 - $161.83 $39.2K - $43.5K
871 $134M
AMAT
Applied Materials Inc

Technology
133
+ 67.86%
$156.25 - $204.95 $20.8K - $27.3K
329 $76.6M
AZN
Astrazeneca PLC

Healthcare
461
+ 111.08%
$68.72 - $82.11 $31.7K - $37.9K
876 $72.1M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
423
New
$53.57 - $54.48 $22.7K - $23K
423 $39.7M
DFIV
Dimensional ETF Tr

ETFs
338
+ 72.38%
$42.66 - $46.53 $14.4K - $15.7K
805 $59.5M
NTR
Nutrien Ltd.

Basic Materials
3.67K
+ 5726.56%
$55.69 - $62.11 $204K - $228K
3.73K $42.9M
Dare Bioscience Inc Com New
245
+ 12250.0%
N/A
247 $38.8M
AVDV
American Centy ETF Tr Avantis

ETFs
379
+ 68.41%
$79.24 - $89.03 $30K - $33.7K
933 $83.8M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
450
+ 1071.43%
$311.12 - $482.13 $140K - $217K
492 $56.2M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
48
+ 1.16%
$82.81 - $93.09 $3.97K - $4.47K
4.19K $392M
FQAL
Fidelity Covington Tr Quality

ETFs
509
New
$69.69 - $74.72 $35.5K - $38K
509 $38.4M
Jpmorgan Active Bond ETF
695
New
N/A
695 $37.7M
MS
Morgan Stanley

Financial Services
196
+ 96.08%
$139.09 - $161.16 $27.3K - $31.6K
400 $66.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
167
+ 57.99%
$284.17 - $319.49 $47.5K - $53.4K
455 $119M
MGK
Vanguard Mega Cap Growth ETF

ETFs
136
+ 453.33%
$362.31 - $405.74 $49.3K - $55.2K
166 $48M
Two Hbrs Invt Corp Com
42
+ 120.0%
N/A
77 $36.8M
Smurfit Westrock PLC Shs
53
+ 86.89%
N/A
114 $38.6M
PLUG
Plug Power Inc

Industrials
98
+ 98.0%
$1.37 - $2.65 $134 - $260
198 $36.1M
USNA
Usana Health Sciences Inc

Consumer Defensive
394
+ 5628.57%
$27.55 - $35.43 $10.9K - $14K
401 $36M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
210
+ 7000.0%
$201.83 - $230.93 $42.4K - $48.5K
213 $36.3M
NET
Cloudflare, Inc.

Technology
152
+ 161.7%
$181.39 - $228.28 $27.6K - $34.7K
246 $54.7M
PATK
Patrick Industries Inc

Consumer Cyclical
300
New
$95.3 - $116.04 $28.6K - $34.8K
300 $35.1M
GPS
Gap Inc

Consumer Cyclical
1.5K
New
N/A
1.5K $34.9M
NOV
Nov Inc.

Energy
263
+ 1195.45%
$11.88 - $14.16 $3.12K - $3.72K
285 $34.9M
PNW
Pinnacle West Capital Corp

Utilities
1.11K
+ 4616.67%
$85.87 - $94.45 $95.1K - $105K
1.13K $36.8M
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