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
MTN
Vail Resorts Inc

Consumer Cyclical
3.08K
+ 20513.33%
$143.33 - $169.63 $441K - $522K
3.09K $36.8M
CSX
Csx Corp

Industrials
959
+ 63.47%
$32.05 - $36.52 $30.7K - $35K
2.47K $88M
DCO
Ducommun Inc

Industrials
269
+ 6725.0%
$82.72 - $96.13 $22.3K - $25.9K
273 $34.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
280
+ 63.06%
$117.65 - $120.08 $32.9K - $33.6K
724 $86.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
59
+ 347.06%
$95.32 - $123.91 $5.62K - $7.31K
76 $35.4M
RLI
Rli Corp

Financial Services
233
+ 2912.5%
$64.17 - $71.7 $15K - $16.7K
241 $33.3M
ABC
Amerisourcebergen Corp

Healthcare
82
+ 86.32%
N/A
177 $60.4M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
276
New
$108.47 - $114.7 $29.9K - $31.7K
276 $32.1M
APP
App Lovin Corp

Technology
15
+ 16.13%
$335.1 - $718.54 $5.03K - $10.8K
108 $67M
W
Wayfair Inc.

Consumer Cyclical
282
+ 28200.0%
$51.99 - $90.17 $14.7K - $25.4K
283 $31.9M
BLD
Top Build Corp

Industrials
397
+ 13233.33%
$343.19 - $443.31 $136K - $176K
400 $32.8M
CPNG
Coupang, Inc.

Consumer Cyclical
935
+ 151.05%
$27.67 - $33.53 $25.9K - $31.4K
1.55K $49.7M
LOW
Lowes Companies Inc

Consumer Cyclical
127
+ 46.35%
$215.01 - $273.02 $27.3K - $34.7K
401 $96.2M
Crane Company Common Stock
162
+ 1472.73%
N/A
173 $33.2M
GII
Spdr S&P Global Infrasture ETF

ETFs
526
New
$66.35 - $69.9 $34.9K - $36.8K
526 $31M
SLG
Sl Green Realty Corp

Real Estate
848
+ 12114.29%
$52.04 - $65.67 $44.1K - $55.7K
855 $31M
GRMN
Garmin LTD

Technology
142
+ 788.89%
$211.13 - $246.22 $30K - $35K
160 $34.4M
ODC
Oil Dri Corp Of America

Basic Materials
209
+ 1741.67%
$56.1 - $68.91 $11.7K - $14.4K
221 $30.4M
GWRE
Guidewire Software, Inc.

Technology
124
+ 620.0%
$207.82 - $261.88 $25.8K - $32.5K
144 $34M
Roundhill Magnificent Seven ETF
164
+ 256.25%
N/A
228 $33.3M
SDRL
Seadrill Limited

Energy
4
+ 3.42%
N/A
121 $32.5M
PTC
Ptc Inc.

Technology
101
+ 1683.33%
$173.07 - $216.53 $17.5K - $21.9K
107 $30.1M
ADC
Agree Realty Corp

Real Estate
454
+ 1513.33%
$70.53 - $75.05 $32K - $34.1K
484 $30.9M
JETS
ETF Ser Solutions U S Global J

ETFs
639
+ 217.35%
$23.12 - $26.44 $14.8K - $16.9K
933 $35.5M
MET
Metlife Inc

Financial Services
308
+ 31.43%
$73.82 - $82.37 $22.7K - $25.4K
1.29K $102M
XLC
Select Sector Spdr Tr Communic

ETFs
183
+ 17.25%
$105.99 - $119.41 $19.4K - $21.9K
1.24K $142M
CASY
Caseys General Stores Inc

Consumer Cyclical
54
+ 490.91%
$494.52 - $565.32 $26.7K - $30.5K
65 $33.7M
RS
Reliance Steel & Aluminum CO

Basic Materials
676
+ 8450.0%
$277.33 - $343.66 $187K - $232K
684 $30.3M
WEN
Wendy'S CO

Consumer Cyclical
111
New
$9.09 - $11.88 $1.01K - $1.32K
111 $28M
TFLR
T Rowe Price Exchange Traded F
110
New
N/A
110 $27.8M
MLM
Martin Marietta Materials Inc

Basic Materials
45
+ 160.71%
$546.36 - $631.12 $24.6K - $28.4K
73 $44.8M
CYBR
Cyber Ark Software Ltd.

Technology
53
+ 5300.0%
$374.8 - $491.1 $19.9K - $26K
54 $27.9M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
496
New
$47.75 - $54.24 $23.7K - $26.9K
496 $27.3M
JOE
St Joe CO

Real Estate
77
+ 163.83%
$48.26 - $52.64 $3.72K - $4.05K
124 $29.6M
INTC
Intel Corp

Technology
86
+ 7.25%
$19.31 - $35.5 $1.66K - $3.05K
1.27K $51.1M
JCI
Johnson Controls International PLC

Industrials
213
+ 74.48%
$103.24 - $111.73 $22K - $23.8K
499 $57M
Arista Networks Inc Com Shs
84
+ 24.78%
N/A
423 $67M
COF
Capital One Financial Corp

Financial Services
120
+ 103.45%
$207.29 - $229.74 $24.9K - $27.6K
236 $51.5M
ACGL
Arch Capital Group Ltd.

Financial Services
311
+ 426.03%
$85.61 - $93.54 $26.6K - $29.1K
384 $33.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
91
+ 1.5%
$60.99 - $64.39 $5.55K - $5.86K
6.15K $400M
HLI
Houlihan Lokey, Inc.

Financial Services
129
+ 179.17%
$181.55 - $209.19 $23.4K - $27K
201 $40.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
279
+ 170.12%
$85.01 - $90.35 $23.7K - $25.2K
443 $40.1M
CMI
Cummins Inc

Industrials
51
+ 100.0%
$327.85 - $426.39 $16.7K - $21.7K
102 $44.7M
CEG
Constellation Energy Corp

Utilities
9
+ 1.6%
$298.82 - $354.89 $2.69K - $3.19K
572 $219M
BK
Bank Of New York Mellon Corp

Financial Services
216
+ 73.22%
$90.65 - $109.75 $19.6K - $23.7K
511 $55.2M
META
Meta Platforms, Inc.

Communication Services
264
+ 16.97%
$695.21 - $791.73 $184K - $209K
1.82K $1.21B
LMAT
Lemaitre Vascular Inc

Healthcare
283
+ 533.96%
$79.77 - $100.33 $22.6K - $28.4K
336 $29.8M
MELI
Mercadolibre Inc

Consumer Cyclical
11
+ 68.75%
$2292.04 - $2514.05 $25.2K - $27.7K
27 $63.7M
BDX
Becton Dickinson & CO

Healthcare
139
+ 463.33%
$172.41 - $199.66 $24K - $27.8K
169 $30.3M
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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