Cornerstone Planning Group LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$489.9M
Holdings
1,529
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,529 positions)
| Stock | Value |
|---|---|
RMERESMED INC COM | $8K |
WPCWP CAREY INC COM | $8K |
CMCANADIAN IMPERIAL BK COMM COM | $8K |
CAVACAVA GROUP INC COM | $8K |
STZCONSTELLATION BRANDS INC CL A | $8K |
AGMFEDERAL AGRIC MTG CORP CL C | $8K |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $8K |
FLEXFLEX LTD ORD | $8K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $8K |
TFCTRUIST FINL CORP COM | $8K |
REGNREGENERON PHARMACEUTICALS COM | $8K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $8K |
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $8K |
HUBSHUBSPOT INC COM | $8K |
CCOCAMECO CORP COM | $8K |
GPCGENUINE PARTS CO COM | $8K |
RIORIO TINTO PLC SPONSORED ADR | $8K |
DGXQUEST DIAGNOSTICS INC COM | $8K |
GMGENERAL MTRS CO COM | $8K |
OTISOTIS WORLDWIDE CORP COM | $8K |
BXPBXP INC COM | $8K |
DBDEUTSCHE BANK A G NAMEN AKT | $8K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $8K |
ALLEALLEGION PLC ORD SHS | $8K |
MRVLMARVELL TECHNOLOGY INC COM | $8K |
PUKNPRUDENTIAL PLC ADR | $8K |
FRFIRST INDL RLTY TR INC COM | $7K |
TSCOTRACTOR SUPPLY CO COM | $7K |
WF2WINTRUST FINL CORP COM | $7K |
FLUTFLUTTER ENTMT PLC SHS | $7K |
FISFIDELITY NATL INFORMATION SVCS COM | $7K |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $7K |
BKRBAKER HUGHES COMPANY CL A | $7K |
BCSBARCLAYS PLC ADR | $7K |
DCDAKOTA GOLD CORP COM | $7K |
APTVAPTIV PLC COM SHS | $7K |
CMSCMS ENERGY CORP COM | $7K |
HLNHALEON PLC SPON ADS | $7K |
T7DTRANSDIGM GROUP INC COM | $7K |
EHCENCOMPASS HEALTH CORP COM | $7K |
EMNEASTMAN CHEM CO COM | $7K |
GATXGATX CORP COM | $7K |
COOCOOPER COS INC COM | $7K |
LNGCHENIERE ENERGY INC COM NEW | $7K |
JETSU.S. GLOBAL JETS ETF | $7K |
HLNEHAMILTON LANE INC CL A | $7K |
BIIBBIOGEN INC COM | $7K |
BHPBHP GROUP LTD SPONSORED ADS | $7K |
CTRACOTERRA ENERGY INC COM | $7K |
AURAURORA INNOVATION INC CLASS A COM | $7K |
ELLAUDER ESTEE COS INC CL A | $7K |
FICOFAIR ISAAC CORP COM | $7K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $7K |
PAYCPAYCOM SOFTWARE INC COM | $7K |
OREALTY INCOME CORP COM | $7K |
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF | $7K |
OXYOCCIDENTAL PETE CORP COM | $7K |
EQTEQT CORP COM | $7K |
DGDOLLAR GEN CORP NEW COM | $7K |
KRKROGER CO COM | $7K |
WDCWESTERN DIGITAL CORP COM | $7K |
BBEUJPMORGAN BETABUILDERS EUROPE ETF | $7K |
AONAON PLC SHS CL A | $7K |
STTSTATE STR CORP COM | $6K |
RNRRENAISSANCERE HLDGS LTD COM | $6K |
HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | $6K |
ACGLARCH CAP GROUP LTD ORD | $6K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $6K |
AVBAVALONBAY CMNTYS INC COM | $6K |
SILASILA REALTY TRUST INC COMMON STOCK | $6K |
FIXCOMFORT SYS USA INC COM | $6K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $6K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $6K |
KEYKEYCORP COM | $6K |
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $6K |
GDDYGODADDY INC CL A | $6K |
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | $6K |
ELVELEVANCE HEALTH INC COM | $6K |
AERAERCAP HOLDINGS NV SHS | $6K |
VENVENTAS INC COM | $6K |
EFXEQUIFAX INC COM | $6K |
IYEISHARES U.S. ENERGY ETF | $6K |
SUSUNCOR ENERGY INC NEW COM | $6K |
NVTNVENT ELECTRIC PLC SHS | $6K |
FSVFIRSTSERVICE CORP NEW COM | $6K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $6K |
FDVVFIDELITY HIGH DIVIDEND ETF | $6K |
KGCKINROSS GOLD CORP COM | $6K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $6K |
HXLHEXCEL CORP NEW COM | $6K |
AGNCAGNC INVT CORP COM | $6K |
NMRNOMURA HLDGS INC SPONSORED ADR | $6K |
DTEDTE ENERGY CO COM | $6K |
SSRMSSR MINING IN COM | $6K |
CASYCASEYS GEN STORES INC COM | $6K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $6K |
MPWRMONOLITHIC PWR SYS INC COM | $6K |
BLDRBUILDERS FIRSTSOURCE INC COM | $6K |
TERTERADYNE INC COM | $6K |
UDMYUDEMY INC COM | $5K |