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
WELL
Welltower Inc.

Real Estate
1
+ 2.86%
$123.11 - $139.3 $123 - $139
36 $4.98M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
26
+ 1.34%
$75.65 - $83.47 $1.97K - $2.17K
1.96K $156M
Site Ctrs Corp Com
12
+ 63.16%
N/A
31 $485K
IR
Ingersoll Rand Inc.

Industrials
2
+ 25.0%
$90.46 - $105.35 $181 - $211
10 $919K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 15.38%
$90.22 - $102.31 $180 - $205
15 $1.37M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5
+ 1.13%
$47.98 - $49.47 $240 - $247
447 $21.6M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1
+ 0.85%
$70.12 - $75.48 $70.1 - $75.5
119 $8.66M
MDIV
First Trust Multi Asset Divers

ETFs
5
+ 1.6%
$15.95 - $16.94 $79.8 - $84.7
317 $5.22M
FMNB
Farmers National Banc Corp

Financial Services
11
+ 1.2%
$13.69 - $15.98 $151 - $176
926 $12.8M
RACE
Ferrari N.V.

Consumer Cyclical
5
+ 13.51%
$422.83 - $490.34 $2.11K - $2.45K
42 $18.2M
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 20.0%
$110.5 - $128.26 $111 - $128
6 $692K
EQNR
Equinor Asa

Energy
5
+ 25.0%
$21.88 - $27.12 $109 - $136
25 $589K
CB
Chubb LTD

Financial Services
2
+ 4.65%
$271.57 - $301.89 $543 - $604
45 $12.4M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1
+ 0.79%
$68.55 - $74.48 $68.6 - $74.5
127 $9.08M
AIG
American International Group, Inc.

Financial Services
1
+ 4.55%
$70.0 - $79.22 $70 - $79.2
23 $1.75M
NGG
National Grid PLC

Utilities
3
+ 8.82%
$57.68 - $70.03 $173 - $210
37 $2.28M
DG
Dollar General Corp

Consumer Defensive
1
+ 50.0%
$73.27 - $84.47 $73.3 - $84.5
3 $220K
RC
Ready Capital Corp

Real Estate
9
+ 3.56%
$6.71 - $7.57 $60.4 - $68.1
262 $1.81M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1
+ 1.27%
$50.73 - $51.08 $50.7 - $51.1
80 $4.06M
BANC
Banc Of California, Inc.

Financial Services
1
+ 0.68%
$13.66 - $17.77 $13.7 - $17.8
149 $2.39M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1
+ 0.48%
$23.55 - $24.04 $23.6 - $24
211 $5.03M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
1
+ 6.67%
$29.27 - $35.99 $29.3 - $36
16 $511K
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.6%
$148.14 - $166.23 $444 - $499
504 $79.1M
SB
Safe Bulkers, Inc.

Industrials
36
+ 28.8%
$3.48 - $5.15 $125 - $185
161 $559K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2
+ 3.92%
$9.57 - $10.31 $19.1 - $20.6
53 $522K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 2.7%
$51.54 - $52.55 $51.5 - $52.6
38 $1.96M
Bgc Group Inc Cl A
2
+ 0.23%
N/A
874 $8.24M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1
+ 1.05%
$55.42 - $61.69 $55.4 - $61.7
96 $5.7M
TSCO
Tractor Supply CO

Consumer Cyclical
51
+ 364.29%
$52.59 - $303.74 $2.68K - $15.5K
65 $3.77M
Healthy Choice Wellness Corp Cl A
3
+ 300.0%
N/A
4 $4K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 10.26%
$208.94 - $264.22 $836 - $1.06K
43 $9.56M
PPBI
Pacific Premier Bancorp Inc

Financial Services
1
+ 1.69%
$23.81 - $29.11 $23.8 - $29.1
60 $1.55M
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 10.87%
$80.14 - $90.95 $401 - $455
51 $4.14M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1
+ 2.56%
$19.82 - $21.55 $19.8 - $21.6
40 $808K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.85%
$47.77 - $51.75 $95.5 - $104
236 $11.7M
FMC
Fmc Corp

Basic Materials
6
+ 7.41%
$47.86 - $66.62 $287 - $400
87 $4.86M
PATK
Patrick Industries Inc

Consumer Cyclical
1
+ 33.33%
$82.71 - $146.16 $82.7 - $146
4 $390K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 1.85%
$31.23 - $33.51 $93.7 - $101
165 $5.32M
COLB
Columbia Banking System, Inc.

Financial Services
2
+ 1.03%
$25.29 - $32.01 $50.6 - $64
197 $5.55M
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 3.45%
$54.11 - $59.58 $54.1 - $59.6
30 $1.65M
Ameriserv Finl Inc Com
10
+ 1.04%
N/A
973 $2.64M
GQRE
Flexshares Tr Global Quality R

ETFs
1
+ 3.85%
$56.58 - $62.37 $56.6 - $62.4
27 $1.55M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.51%
$22.63 - $47.53 $45.3 - $95.1
391 $8.93M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1
+ 2.7%
$33.39 - $37.66 $33.4 - $37.7
38 $1.28M
SJM
J M Smucker CO

Consumer Defensive
1
+ 9.09%
$106.92 - $121.75 $107 - $122
12 $1.24M
UL
Unilever PLC

Consumer Defensive
8
+ 6.2%
$56.7 - $64.64 $454 - $517
137 $7.96M
FCF
First Commonwealth Financial Corp

Financial Services
10
+ 0.66%
$16.24 - $19.41 $162 - $194
1.53K $25.6M
KXI
Ishares Tr Global Consumer Sta

ETFs
4
+ 1.47%
$60.15 - $65.39 $241 - $262
277 $17.1M
IYR
Ishares Tr

ETFs
1
+ 2.5%
$90.74 - $102.87 $90.7 - $103
41 $3.9M
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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