Cornerstone Planning, LLC Portfolio Holdings

Cornerstone Planning, LLC

  • $262 Billion
  • Q4 2024

Cornerstone Planning, LLC has filed its 13F form on April 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $262 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Seld Idxd Fd Tr Bul with a value of $22.4B, Ishares Ibonds Dec 2025 Term C with a value of $17.9B, Ishares Tr Ibonds Dec 2025 Ter with a value of $17.3B, Schwab Strategic Tr Us Large C with a value of $13.3B, and Nvidia Corp with a value of $8.39B.

Examining the 13F form we can see an increase of $262B in the current position value.

Cornerstone Planning, LLC is based out at Charlotte, NC

Below you can find more details about Cornerstone Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $262 Billion
ETFs: $124 Billion
Technology: $40 Billion
Financial Services: $20.2 Billion
Communication Services: $15.4 Billion
Healthcare: $12.6 Billion
Consumer Defensive: $12.3 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $10.6 Billion
Other: $14.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 8.55% of portfolio
1,083,748
Q4 2024 New
$0
$17.9 Billion 6.85% of portfolio
715,929
Q4 2024 New
$0
$17.3 Billion 6.6% of portfolio
740,480
Q4 2024 New
$0
$13.3 Billion 5.08% of portfolio
573,497
Q4 2024 New
$270B
$8.39 Billion 3.21% of portfolio
62,485
Q4 2024 New
$0
$6.91 Billion 2.64% of portfolio
69,739
Q4 2024 New
$3.57T
$5.06 Billion 1.93% of portfolio
20,211
Q4 2024 New
$2.8T
$4.82 Billion 1.84% of portfolio
11,435
Q4 2024 New
$67.8B
$4.77 Billion 1.82% of portfolio
20,580
Q4 2024 New
$1.3T
$3.9 Billion 1.49% of portfolio
6,666
Q4 2024 New
$1.94T
$3.86 Billion 1.48% of portfolio
17,616
Q4 2024 New
$0
$3.85 Billion 1.47% of portfolio
16,027
Q4 2024 New
$0
$3.68 Billion 1.41% of portfolio
189,415
Q4 2024 New
$0
$3.67 Billion 1.4% of portfolio
152,663
Q4 2024 New
$720B
$3.32 Billion 1.27% of portfolio
13,834
Q4 2024 New
$922B
$3.03 Billion 1.16% of portfolio
16,005
Q4 2024 New
$0
$2.86 Billion 1.09% of portfolio
128,718
Q4 2024 New
$415B
$2.86 Billion 1.09% of portfolio
3,213
Q4 2024 New
$0
$2.72 Billion 1.04% of portfolio
139,729
Q4 2024 New
$0
$2.67 Billion 1.02% of portfolio
111,553
Q4 2024 New
$0
$2.65 Billion 1.01% of portfolio
120,926
Q4 2024 New
$186B
$2.62 Billion 1.0% of portfolio
4,569
Q4 2024 New
$238B
$2.5 Billion 0.96% of portfolio
27,680
Q4 2024 New
$268B
$2.46 Billion 0.94% of portfolio
7,367
Q4 2024 New
$573B
$2.47 Billion 0.94% of portfolio
7,824
Q4 2024 New
$201B
$2.46 Billion 0.94% of portfolio
8,302
Q4 2024 New
$404B
$2.4 Billion 0.92% of portfolio
14,336
Q4 2024 New
$223B
$2.25 Billion 0.86% of portfolio
10,249
Q4 2024 New
$335B
$2.19 Billion 0.84% of portfolio
49,810
Q4 2024 New
$683B
$2.2 Billion 0.84% of portfolio
4,854
Q4 2024 New
$332B
$2.14 Billion 0.82% of portfolio
9,692
Q4 2024 New
$377B
$2.15 Billion 0.82% of portfolio
12,925
Q4 2024 New
$434B
$2.11 Billion 0.81% of portfolio
14,602
Q4 2024 New
$419B
$2.11 Billion 0.81% of portfolio
2,300
Q4 2024 New
$490B
$2.07 Billion 0.79% of portfolio
4,094
Q4 2024 New
$785B
$2.03 Billion 0.78% of portfolio
2,632
Q4 2024 New
$174B
$2 Billion 0.76% of portfolio
5,505
Q4 2024 New
$62B
$1.99 Billion 0.76% of portfolio
8,281
Q4 2024 New
$127B
$1.96 Billion 0.75% of portfolio
6,712
Q4 2024 New
$523B
$1.96 Billion 0.75% of portfolio
3,727
Q4 2024 New
$375B
$1.92 Billion 0.74% of portfolio
4,947
Q4 2024 New
$496B
$1.88 Billion 0.72% of portfolio
17,499
Q4 2024 New
$253B
$1.87 Billion 0.71% of portfolio
31,577
Q4 2024 New
$142B
$1.8 Billion 0.69% of portfolio
7,953
Q4 2024 New
$177B
$1.77 Billion 0.68% of portfolio
9,455
Q4 2024 New
$145B
$1.79 Billion 0.68% of portfolio
7,259
Q4 2024 New
$180B
$1.79 Billion 0.68% of portfolio
16,099
Q4 2024 New
$0
$1.75 Billion 0.67% of portfolio
86,877
Q4 2024 New
$0
$1.76 Billion 0.67% of portfolio
107,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $262 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 01, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 112 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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