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 |
|---|---|
SCHZSCHWAB US AGGREGATE BOND ETF | $9K |
VLTOVERALTO CORP COM SHS | $9K |
GISGENERAL MLS INC COM | $9K |
COOCOOPER COS INC COM | $9K |
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF | $9K |
TRPTC ENERGY CORP COM | $9K |
RIORIO TINTO PLC SPONSORED ADR | $9K |
BBCAJPMORGAN BETABUILDERS CANADA ETF | $9K |
CCLCARNIVAL CORP PAIRED CTF | $9K |
NDAQNASDAQ INC COM | $9K |
CASYCASEYS GEN STORES INC COM | $9K |
COFCAPITAL ONE FINL CORP COM | $9K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $9K |
CFGCITIZENS FINL GROUP INC COM | $9K |
DOCHEALTHPEAK PROPERTIES INC COM | $9K |
ETRENTERGY CORP NEW COM | $8K |
BHPBHP GROUP LTD SPONSORED ADS | $8K |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $8K |
KEYKEYCORP COM | $8K |
ALNYALNYLAM PHARMACEUTICALS INC COM | $8K |
HLTHILTON WORLDWIDE HLDGS INC COM | $8K |
TRNOTERRENO RLTY CORP COM | $8K |
ACHRARCHER AVIATION INC COM CL A | $8K |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $8K |
ILMNILLUMINA INC COM | $8K |
STSENSATA TECHNOLOGIES HLDG PLC SHS | $8K |
FSVFIRSTSERVICE CORP NEW COM | $8K |
VTVVANGUARD VALUE ETF | $8K |
SANBANCO SANTANDER S.A. ADR | $8K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $8K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $8K |
BGCBGC GROUP INC CL A | $8K |
SMGSCOTTS MIRACLE-GRO CO CL A | $8K |
BUWABIO RAD LABS INC CL A | $7K |
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | $7K |
WMBWILLIAMS COS INC COM | $7K |
CPTCAMDEN PPTY TR SH BEN INT | $7K |
HLNHALEON PLC SPON ADS | $7K |
XHBSPDR S&P HOMEBUILDERS ETF | $7K |
TDTORONTO DOMINION BK ONT COM NEW | $7K |
NTAPNETAPP INC COM | $7K |
FRFIRST INDL RLTY TR INC COM | $7K |
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $7K |
TPORDIREXION DAILY TRANSPORTATION BULL 3X SHARES | $7K |
S9QSPIRIT AEROSYSTEMS HLDGS INC COM CL A | $7K |
CHECHEMED CORP NEW COM | $7K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $7K |
VSTVISTRA CORP COM | $7K |
DGXQUEST DIAGNOSTICS INC COM | $7K |
DKNGDRAFTKINGS INC NEW COM CL A | $7K |
NEMNEWMONT CORP COM | $7K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $7K |
HWMHOWMET AEROSPACE INC COM | $7K |
HCAHCA HEALTHCARE INC COM | $7K |
AWCAMERICAN WTR WKS CO INC NEW COM | $7K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $7K |
CPKCHESAPEAKE UTILS CORP COM | $7K |
AMPGAMPLITECH GROUP INC COM NEW | $7K |
AFWALIGN TECHNOLOGY INC COM | $7K |
INGING GROEP N.V. SPONSORED ADR | $7K |
SILASILA REALTY TRUST INC COMMON STOCK | $7K |
SLBSCHLUMBERGER LTD COM STK | $7K |
TTEKTETRA TECH INC NEW COM | $6K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $6K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $6K |
SXISTANDEX INTL CORP COM | $6K |
GWREGUIDEWIRE SOFTWARE INC COM | $6K |
AUPHAURINIA PHARMACEUTICALS INC COM | $6K |
KVUEKENVUE INC COM | $6K |
BCBRUNSWICK CORP COM | $6K |
LADLITHIA MTRS INC COM | $6K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $6K |
MSAMSA SAFETY INC COM | $6K |
HOODROBINHOOD MKTS INC COM CL A | $6K |
EWBCEAST WEST BANCORP INC COM | $6K |
TTENTOTALENERGIES SE SPONSORED ADS | $6K |
HOMBHOME BANCSHARES INC COM | $6K |
DECKDECKERS OUTDOOR CORP COM | $6K |
CVNACARVANA CO CL A | $6K |
XYZBLOCK INC CL A | $6K |
ESABESAB CORPORATION COM | $6K |
BLDRBUILDERS FIRSTSOURCE INC COM | $6K |
SONYSONY GROUP CORP SPONSORED ADR | $6K |
BBEUJPMORGAN BETABUILDERS EUROPE ETF | $6K |
COINCOINBASE GLOBAL INC COM CL A | $6K |
AGNCAGNC INVT CORP COM | $6K |
VNOMUSDVIPER ENERGY INC CL A | $6K |
AVYAVERY DENNISON CORP COM | $6K |
URIUNITED RENTALS INC COM | $6K |
REGNREGENERON PHARMACEUTICALS COM | $6K |
APTVAPTIV PLC COM SHS | $6K |
NINISOURCE INC COM | $6K |
SOFISOFI TECHNOLOGIES INC COM | $6K |
PSMTPRICESMART INC COM | $6K |
PCARPACCAR INC COM | $6K |
AVBAVALONBAY CMNTYS INC COM | $6K |
APY1EURCHAMPIONX CORPORATION COM | $6K |
GMGENERAL MTRS CO COM | $6K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $6K |
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | $6K |