Cornerstone Planning Group LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$418.0M
Holdings
1,553
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,553 positions)
| Stock | Value |
|---|---|
MARMARRIOTT INTL INC NEW CL A | $13K |
TTDTHE TRADE DESK INC COM CL A | $13K |
FTNTFORTINET INC COM | $13K |
CPAYCORPAY INC COM SHS | $13K |
WWDWOODWARD INC COM | $13K |
NKENIKE INC CL B | $13K |
ALCALCON AG ORD SHS | $13K |
ITWILLINOIS TOOL WKS INC COM | $13K |
SFSTIFEL FINL CORP COM | $13K |
ESGEISHARES ESG AWARE MSCI EM ETF | $12K |
FMNBFARMERS NATIONAL BANC CORP COM | $12K |
GKDGRAND CANYON ED INC COM | $12K |
BXPBXP INC COM | $12K |
FESMFIDELITY ENHANCED SMALL CAP ETF | $12K |
RNRRENAISSANCERE HLDGS LTD COM | $12K |
SNOWSNOWFLAKE INC CL A | $12K |
DYHTARGET CORP COM | $12K |
STZCONSTELLATION BRANDS INC CL A | $12K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $12K |
WF2WINTRUST FINL CORP COM | $12K |
QBTSD-WAVE QUANTUM INC COM | $12K |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $12K |
QGENQIAGEN NV COM SHS | $12K |
ICLRICON PLC SHS | $12K |
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | $12K |
GILGILDAN ACTIVEWEAR INC COM | $12K |
TTTRANE TECHNOLOGIES PLC SHS | $12K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $12K |
AGMFEDERAL AGRIC MTG CORP CL C | $12K |
ELVELEVANCE HEALTH INC COM | $12K |
AKAMAKAMAI TECHNOLOGIES INC COM | $11K |
HLNEHAMILTON LANE INC CL A | $11K |
NOCNORTHROP GRUMMAN CORP COM | $11K |
SLGNSILGAN HLDGS INC COM | $11K |
HYGWISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | $11K |
FFORD MTR CO COM | $11K |
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $11K |
EHCENCOMPASS HEALTH CORP COM | $11K |
DC4DEXCOM INC COM | $11K |
HXLHEXCEL CORP NEW COM | $11K |
WELLWELLTOWER INC COM | $11K |
OTXOPEN TEXT CORP COM | $11K |
NIJNELNET INC CL A | $11K |
RHCRH PLC ORD | $11K |
ITGARTNER INC COM | $11K |
ENQENTEGRIS INC COM | $11K |
LPLALPL FINL HLDGS INC COM | $11K |
GENGEN DIGITAL INC COM | $11K |
SNYSANOFI SPONSORED ADR | $11K |
KNSLKINSALE CAP GROUP INC COM | $11K |
MTGMGIC INVT CORP WIS COM | $11K |
LNGCHENIERE ENERGY INC COM NEW | $11K |
AFGAMERICAN FINL GROUP INC OHIO COM | $11K |
EBAEBAY INC. COM | $11K |
GATXGATX CORP COM | $11K |
EOGEOG RES INC COM | $11K |
CRCCANADIAN NAT RES LTD COM | $11K |
DASHDOORDASH INC CL A | $11K |
GPNGLOBAL PMTS INC COM | $10K |
AXONAXON ENTERPRISE INC COM | $10K |
SYYSYSCO CORP COM | $10K |
BALIISHARES ADVANTAGE LARGE CAP INCOME ETF | $10K |
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $10K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $10K |
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF | $10K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $10K |
GSKGSK PLC SPONSORED ADR | $10K |
ECLECOLAB INC COM | $10K |
TLTEFLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $10K |
ROPROPER TECHNOLOGIES INC COM | $10K |
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | $10K |
PBEINVESCO BIOTECHNOLOGY & GENOME ETF | $10K |
MGMMGM RESORTS INTERNATIONAL COM | $10K |
IWVISHARES RUSSELL 3000 ETF | $10K |
DFSEURDISCOVER FINL SVCS COM | $10K |
FICOFAIR ISAAC CORP COM | $10K |
HUBSHUBSPOT INC COM | $10K |
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $10K |
ARWARROW ELECTRS INC COM | $10K |
IWMISHARES RUSSELL 2000 ETF | $10K |
SCHPSCHWAB US TIPS ETF | $10K |
7HPHP INC COM | $10K |
AWMSKYWORKS SOLUTIONS INC COM | $10K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $10K |
NETCLOUDFLARE INC CL A COM | $9K |
ULTAULTA BEAUTY INC COM | $9K |
MNDYMONDAY COM LTD SHS | $9K |
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $9K |
ENBENBRIDGE INC COM | $9K |
NWGNATWEST GROUP PLC SPONS ADR | $9K |
LMATLEMAITRE VASCULAR INC COM | $9K |
DALDELTA AIR LINES INC DEL COM NEW | $9K |
COLDAMERICOLD REALTY TRUST INC COM | $9K |
RBLXROBLOX CORP CL A | $9K |
NUNU HLDGS LTD ORD SHS CL A | $9K |
PAYCPAYCOM SOFTWARE INC COM | $9K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $9K |
VENVENTAS INC COM | $9K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $9K |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $9K |