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
FITB
Fifth Third Bancorp

Financial Services
329
+ 6.39%
$40.91 - $46.28 $13.5K - $15.2K
5.48K $230M
RTO
Rentokil Initial PLC

Industrials
5
+ 5.88%
$22.81 - $25.94 $114 - $130
90 $18.9M
WFG
West Fraser Timber Co., LTD

Basic Materials
219
+ 1825.0%
$66.7 - $77.96 $14.6K - $17.1K
231 $17.7M
WIX
Wix.Com Ltd.

Technology
61
+ 1525.0%
$115.43 - $184.24 $7.04K - $11.2K
65 $17.3M
VGT
Vanguard Information Technolog

ETFs
220
+ 7333.33%
$656.44 - $753.15 $144K - $166K
223 $18.8M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
165
+ 294.64%
$15.38 - $20.2 $2.54K - $3.33K
221 $17.6M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
376
New
$41.53 - $66.18 $15.6K - $24.9K
376 $16.6M
Ishares Ethereum Trust ETF
455
+ 9.63%
N/A
5.18K $144M
DHI
Horton D R Inc

Consumer Cyclical
115
+ 92.74%
$129.82 - $184.04 $14.9K - $21.2K
239 $35.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
120
New
$79.39 - $90.39 $9.53K - $10.8K
120 $16.5M
KNSL
Kinsale Capital Group, Inc.

Financial Services
42
+ 525.0%
$415.15 - $489.89 $17.4K - $20.6K
50 $19.9M
LHX
L3 Harris Technologies, Inc.

Industrials
44
+ 25.29%
$252.18 - $305.41 $11.1K - $13.4K
218 $64.5M
SLV
I Shares Silver Trust

ETFs
76
+ 5.93%
$32.73 - $42.5 $2.49K - $3.23K
1.36K $60.2M
AON
Aon PLC

Financial Services
51
+ 283.33%
$350.91 - $375.27 $17.9K - $19.1K
69 $22.6M
NRG
Nrg Energy, Inc.

Utilities
1.58K
+ 2640.0%
$144.77 - $173.91 $229K - $275K
1.64K $26.4M
UTL
Unitil Corp

Utilities
102
+ 927.27%
$44.83 - $52.76 $4.57K - $5.38K
113 $16.6M
Net Lease Office Properties Com
125
+ 625.0%
N/A
145 $16.7M
Cava Group Inc Com
356
+ 378.72%
N/A
450 $24.2M
OMC
Omnicom Group Inc.

Communication Services
319
+ 2126.67%
$70.41 - $81.53 $22.5K - $26K
334 $17M
XLV
Select Sector Spdr Fund Health

ETFs
60
+ 9.72%
$129.01 - $139.72 $7.74K - $8.38K
677 $97.7M
AGM
Federal Agricultural Mortgage Corp

Financial Services
106
+ 225.53%
$167.98 - $209.73 $17.8K - $22.2K
153 $23.8M
TKR
Timken CO

Industrials
60
+ 272.73%
$73.5 - $81.69 $4.41K - $4.9K
82 $17.3M
HLNE
Hamilton Lane Inc

Financial Services
153
+ 347.73%
$134.79 - $160.88 $20.6K - $24.6K
197 $22.5M
WASH
Washington Trust Bancorp Inc

Financial Services
55
+ 211.54%
$26.43 - $30.54 $1.45K - $1.68K
81 $16.2M
KMI
Kinder Morgan, Inc.

Energy
783
+ 30.84%
$26.23 - $28.5 $20.5K - $22.3K
3.32K $86.6M
CB
Chubb LTD

Financial Services
53
+ 81.54%
$265.99 - $289.59 $14.1K - $15.3K
118 $32.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
591
New
$47.76 - $48.46 $28.2K - $28.6K
591 $15.3M
MDT
Medtronic PLC

Healthcare
159
+ 28.6%
$87.67 - $95.74 $13.9K - $15.2K
715 $65.1M
Sprott Critical Materials ETF
196
New
N/A
196 $15.1M
MTRN
Materion Corp

Basic Materials
129
+ 678.95%
$80.72 - $122.12 $10.4K - $15.8K
148 $17.1M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.44%
$157.1 - $178.94 $628 - $716
912 $161M
JD
Jd.Com, Inc.

Consumer Cyclical
450
New
$30.39 - $35.64 $13.7K - $16K
450 $15M
TER
Teradyne, Inc

Technology
586
+ 1126.92%
$90.15 - $137.64 $52.8K - $80.7K
638 $20.5M
CRAI
Cra International, Inc.

Industrials
81
+ 675.0%
$170.16 - $212.31 $13.8K - $17.2K
93 $17.2M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 12.27%
$915.95 - $994.57 $18.3K - $19.9K
183 $169M
BAH
Booz Allen Hamilton Holding Corp

Industrials
205
+ 244.05%
$97.53 - $115.95 $20K - $23.8K
289 $23.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
144
New
$94.17 - $99.95 $13.6K - $14.4K
144 $14.5M
LKFN
Lakeland Financial Corp

Financial Services
251
New
$60.25 - $68.73 $15.1K - $17.3K
251 $14.4M
CME
Cme Group Inc.

Financial Services
63
+ 59.43%
$258.83 - $287.1 $16.3K - $18.1K
169 $44.5M
WCC
Wesco International Inc

Industrials
50
+ 1000.0%
$189.22 - $227.19 $9.46K - $11.4K
55 $15.3M
ES
Eversource Energy

Utilities
4
+ 0.23%
$62.86 - $71.14 $251 - $285
1.75K $129M
NICE
Nice Ltd.

Technology
342
+ 371.74%
$127.85 - $171.98 $43.7K - $58.8K
434 $28.2M
XLI
Industrial Sector Spdr

ETFs
89
+ 118.67%
$147.94 - $154.99 $13.2K - $13.8K
164 $25.4M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
608
New
$22.06 - $23.31 $13.4K - $14.2K
608 $14M
Veon LTD Sponsored Ads
122
+ 358.82%
N/A
156 $15.7M
DUOL
Duolingo, Inc.

Technology
178
+ 8900.0%
$271.18 - $403.06 $48.3K - $71.7K
180 $14.7M
MTDR
Matador Resources CO

Energy
355
New
$44.93 - $52.55 $16K - $18.7K
355 $14M
MCK
Mckesson Corp

Healthcare
3
+ 3.09%
$659.01 - $772.54 $1.98K - $2.32K
100 $82.7M
MGC
Vanguard Mega Cap ETF

ETFs
100
New
$224.2 - $245.55 $22.4K - $24.6K
100 $13.7M
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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