Cornerstone Planning Group LLC Incresed Positions in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
12
+ 3.36%
$92.57 - $106.01 $1.11K - $1.27K
369 $36.1M
NIO
Nio Inc.

Consumer Cyclical
200
+ 26.95%
$4.31 - $7.21 $862 - $1.44K
942 $4.02M
TLTE
Flexshares Tr Morningstar Emer

ETFs
3
+ 4.17%
$50.95 - $58.58 $153 - $176
75 $3.82M
Gsk PLC Sponsored Adr
11
+ 5.14%
N/A
225 $7.97M
ESAB
Esab Corp

Industrials
1
+ 1.89%
$102.05 - $135.08 $102 - $135
54 $6.48M
GLOB
Globant S.A.

Technology
1
+ 2.63%
$193.45 - $236.83 $193 - $237
39 $8.1M
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 5.88%
$83.18 - $99.15 $499 - $595
108 $9.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8
+ 1.58%
$52.1 - $57.26 $417 - $458
513 $27.6M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1
+ 0.3%
$40.41 - $45.12 $40.4 - $45.1
339 $14M
Viper Energy Inc Cl A
2
+ 1.42%
N/A
143 $6.65M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1
+ 6.25%
$128.36 - $186.0 $128 - $186
17 $2.3M
DLR
Digital Realty Trust, Inc.

Real Estate
5
+ 5.75%
$156.46 - $195.69 $782 - $978
92 $15.2M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
11
+ 1.03%
$32.75 - $35.81 $360 - $394
1.08K $36.8M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 1.02%
$87.85 - $98.6 $264 - $296
297 $27.3M
GNR
Spdr S&P Global Natural Resour

ETFs
14
+ 2.78%
$48.67 - $58.43 $681 - $818
518 $27.3M
BXP
Boston Properties Inc

Real Estate
4
+ 4.21%
$73.33 - $89.72 $293 - $359
99 $7.38M
FE
Firstenergy Corp

Utilities
20
+ 2.37%
$39.14 - $44.52 $783 - $890
865 $35.3M
FNDC
Schwab Fundamental Intl Small

ETFs
17
+ 1.26%
$33.92 - $38.03 $577 - $647
1.37K $47.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 1.72%
$396.64 - $516.74 $397 - $517
59 $26.2M
NEP
Nextera Energy Partners, LP

Utilities
24
+ 5.65%
$15.87 - $26.96 $381 - $647
449 $7.09M
PFE
Pfizer Inc

Healthcare
60
+ 3.41%
$24.8 - $30.19 $1.49K - $1.81K
1.82K $48.9M
KO
Coca Cola CO

Consumer Defensive
26
+ 1.43%
$61.74 - $71.71 $1.61K - $1.86K
1.85K $118M
AMAT
Applied Materials Inc

Technology
3
+ 2.29%
$161.44 - $213.89 $484 - $642
134 $23.4M
EMN
Eastman Chemical CO

Basic Materials
4
+ 2.37%
$90.03 - $110.64 $360 - $443
173 $16.1M
FNDF
Schwab Fundamental Intl Large

ETFs
32
+ 1.4%
$32.92 - $37.15 $1.05K - $1.19K
2.32K $80.3M
OTEX
Open Text Corp

Technology
13
+ 3.25%
$27.37 - $34.05 $356 - $443
413 $11.8M
AMGN
Amgen Inc

Healthcare
1
+ 1.43%
$258.78 - $328.31 $259 - $328
71 $20.1M
DBB
Invesco Db Base Metals Fund

ETFs
129
+ 4.68%
$18.85 - $21.42 $2.43K - $2.76K
2.88K $54.6M
ORCL
Oracle Corp

Technology
19
+ 4.79%
$165.41 - $192.43 $3.14K - $3.66K
416 $65.9M
ED
Consolidated Edison Inc

Utilities
9
+ 1.85%
$88.87 - $107.38 $800 - $966
495 $47M
PANW
Palo Alto Networks Inc

Technology
174
+ 84.88%
$181.96 - $405.9 $31.7K - $70.6K
379 $71.7M
CARR
Carrier Global Corp

Industrials
27
+ 3.34%
$66.69 - $82.65 $1.8K - $2.23K
835 $56.3M
SRE
Sempra Energy

Utilities
11
+ 0.29%
$80.81 - $94.77 $889 - $1.04K
3.87K $318M
MU
Micron Technology Inc

Technology
1
+ 0.35%
$84.16 - $113.41 $84.2 - $113
289 $26.3M
VAW
Vanguard Materials ETF

ETFs
3
+ 0.56%
$186.91 - $215.32 $561 - $646
534 $106M
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 0.2%
$108.86 - $149.04 $109 - $149
496 $58.5M
SO
Southern CO

Utilities
9
+ 0.4%
$81.5 - $94.15 $734 - $847
2.24K $194M
AMD
Advanced Micro Devices Inc

Technology
28
+ 10.49%
$118.88 - $172.8 $3.33K - $4.84K
295 $33.9M
ABBV
Abb Vie Inc.

Healthcare
30
+ 1.95%
$164.99 - $203.87 $4.95K - $6.12K
1.57K $278M
LMT
Lockheed Martin Corp

Industrials
12
+ 1.14%
$479.66 - $614.62 $5.76K - $7.38K
1.06K $536M
XLRE
Select Sector Spdr Tr Real Est

ETFs
21
+ 0.07%
$40.06 - $45.21 $841 - $949
29.7K $1.25B
PEG
Public Service Enterprise Group Inc

Utilities
76
+ 0.67%
$81.87 - $94.51 $6.22K - $7.18K
11.5K $943M
REZ
Ishares Tr Residential And Mul

ETFs
5.41K
+ 3.98%
$79.04 - $89.77 $428K - $486K
141K $11.7B
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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