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
NSSC
Napco Security Technologies, Inc

Industrials
571
New
$29.42 - $43.66 $16.8K - $24.9K
571 $25M
DLTR
Dollar Tree, Inc.

Consumer Defensive
459
+ 1092.86%
$94.03 - $117.16 $43.2K - $53.8K
501 $29.8M
Tko Group Holdings Inc Cl A
191
+ 909.52%
N/A
212 $28.4M
GD
General Dynamics Corp

Industrials
56
+ 29.47%
$293.92 - $341.0 $16.5K - $19.1K
246 $84.6M
NJR
New Jersey Resources Corp

Utilities
437
+ 5462.5%
$45.05 - $48.15 $19.7K - $21K
445 $25.3M
PNR
Pentair PLC

Industrials
99
+ 660.0%
$100.62 - $112.59 $9.96K - $11.1K
114 $26.4M
NDSN
Nordson Corp

Industrials
85
+ 772.73%
$209.25 - $227.98 $17.8K - $19.4K
96 $27.1M
C
Citigroup Inc

Financial Services
195
+ 33.97%
$85.57 - $103.49 $16.7K - $20.2K
769 $77M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
124
New
$30.55 - $34.72 $3.79K - $4.31K
124 $24.2M
XLY
Select Sector Spdr Consumer Di

ETFs
77
+ 18.69%
$216.09 - $242.18 $16.6K - $18.6K
489 $114M
CCI
Crown Castle International Corp

Real Estate
278
+ 269.9%
$92.96 - $113.91 $25.8K - $31.7K
381 $34.8M
Canadian Pacific Kansas City Com
335
+ 205.52%
N/A
498 $36.2M
DT
Dynatrace, Inc.

Technology
494
+ 561.36%
$46.04 - $56.64 $22.7K - $28K
582 $28.3M
KLAC
Kla Corp

Technology
10
+ 28.57%
$843.9 - $1078.6 $8.44K - $10.8K
45 $54.7M
ROKU
Roku, Inc

Communication Services
409
+ 20450.0%
$79.98 - $101.78 $32.7K - $41.6K
411 $23.8M
TDG
Trans Digm Group Inc

Industrials
378
+ 7560.0%
$1271.04 - $1620.83 $480K - $613K
383 $30.6M
Yieldmax Ultra Option Income Strategy ETF
169
New
N/A
169 $23.5M
FICO
Fair Isaac Corp

Technology
14
+ 280.0%
$1311.26 - $1869.83 $18.4K - $26.2K
19 $30.1M
KO
Coca Cola CO

Consumer Defensive
339
+ 12.99%
$65.67 - $71.67 $22.3K - $24.3K
2.95K $203M
AMGN
Amgen Inc

Healthcare
82
+ 80.39%
$271.18 - $309.22 $22.2K - $25.4K
184 $53.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
156
+ 1733.33%
$90.62 - $107.71 $14.1K - $16.8K
165 $23.8M
EEMA
Ishares Msci Emerging Markets

ETFs
162
+ 27.46%
$81.98 - $92.25 $13.3K - $14.9K
752 $72.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
498
New
$24.11 - $24.94 $12K - $12.4K
498 $22.8M
XRAY
Dentsply Sirona Inc.

Healthcare
174
+ 181.25%
$12.37 - $16.85 $2.15K - $2.93K
270 $24.2M
PPC
Pilgrims Pride Corp

Consumer Defensive
421
New
$40.22 - $50.41 $16.9K - $21.2K
421 $22.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
184
+ 707.69%
$119.73 - $134.7 $22K - $24.8K
210 $25.9M
SUI
Sun Communities Inc

Real Estate
378
+ 2907.69%
$116.6 - $131.28 $44.1K - $49.6K
391 $23.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.03K
+ 183.16%
$14.73 - $19.31 $15.2K - $19.9K
1.6K $31.8M
AMT
American Tower Corp

Real Estate
141
+ 128.18%
$192.32 - $232.35 $27.1K - $32.8K
251 $45M
YORW
York Water CO

Utilities
78
+ 1114.29%
$30.13 - $32.4 $2.35K - $2.53K
85 $22.2M
Linde PLC Shs
154
+ 13.89%
N/A
1.26K $543M
UL
Unilever PLC

Consumer Defensive
171
+ 95.53%
$58.43 - $65.01 $9.99K - $11.1K
350 $32.7M
AFRM
Affirm Holdings, Inc.

Technology
197
+ 820.83%
$64.05 - $92.18 $12.6K - $18.2K
221 $23.6M
THC
Tenet Healthcare Corp

Healthcare
377
+ 12566.67%
$148.38 - $203.04 $55.9K - $76.5K
380 $22.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
496
New
$25.21 - $25.99 $12.5K - $12.9K
496 $21.6M
IEF
Ishares Barclays

ETFs
222
+ 249.44%
$93.91 - $97.26 $20.8K - $21.6K
311 $30.1M
MAT
Mattel Inc

Consumer Cyclical
1.14K
+ 537.74%
$16.66 - $20.55 $19K - $23.4K
1.35K $25.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
248
+ 8266.67%
$52.3 - $57.69 $13K - $14.3K
251 $21.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.21K
New
$50.79 - $76.4 $61.6K - $92.6K
1.21K $21.5M
LFUS
Littelfuse Inc

Technology
88
+ 1466.67%
$228.23 - $271.17 $20.1K - $23.9K
94 $22.8M
BSX
Boston Scientific Corp

Healthcare
225
+ 71.2%
$97.03 - $108.14 $21.8K - $24.3K
541 $54.4M
STLA
Stellantis N.V.

Consumer Cyclical
90
New
$8.74 - $10.37 $787 - $933
90 $21.3M
SCVL
Shoe Carnival Inc

Consumer Cyclical
122
New
$19.57 - $25.89 $2.39K - $3.16K
122 $21.2M
TROW
Price T Rowe Group Inc

Financial Services
168
+ 560.0%
$98.67 - $111.52 $16.6K - $18.7K
198 $24.3M
RGR
Sturm Ruger & CO Inc

Industrials
1.37K
+ 2075.76%
N/A
1.44K $23.3M
FANG
Diamondback Energy, Inc.

Energy
91
+ 700.0%
$134.53 - $152.5 $12.2K - $13.9K
104 $23M
Ferguson Enterprises Inc Common Stock New
82
+ 178.26%
N/A
128 $31.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
291
+ 119.75%
$64.17 - $68.19 $18.7K - $19.8K
534 $36.8M
YOU
Clear Secure, Inc.

Technology
668
New
$27.98 - $38.03 $18.7K - $25.4K
668 $20.8M
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