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 |
|---|---|
CFGCITIZENS FINL GROUP INC COM | $5K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $5K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $5K |
GOLFACUSHNET HLDGS CORP COM | $5K |
HALHALLIBURTON CO COM | $5K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $5K |
ELFE L F BEAUTY INC COM | $5K |
ACMAECOM COM | $5K |
ENQENTEGRIS INC COM | $5K |
SMGSCOTTS MIRACLE-GRO CO CL A | $5K |
AIGAMERICAN INTL GROUP INC COM NEW | $5K |
BDXBECTON DICKINSON & CO COM | $5K |
CPTCAMDEN PPTY TR SH BEN INT | $5K |
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5K |
SNYSANOFI SPONSORED ADR | $5K |
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | $5K |
7HPHP INC COM | $5K |
KDPKEURIG DR PEPPER INC COM | $5K |
SHVISHARES SHORT TREASURY BOND ETF | $5K |
WPMWHEATON PRECIOUS METALS CORP COM | $5K |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $5K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $5K |
ENSENERSYS COM | $5K |
CRWVCOREWEAVE INC COM CL A | $5K |
AKAMAKAMAI TECHNOLOGIES INC COM | $5K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $5K |
HSYHERSHEY CO COM | $5K |
ITGARTNER INC COM | $5K |
XELXCEL ENERGY INC COM | $5K |
DLTRDOLLAR TREE INC COM | $5K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $5K |
SXISTANDEX INTL CORP COM | $5K |
ARWARROW ELECTRS INC COM | $5K |
CHPSXTRACKERS SEMICONDUCTOR SELECT EQUITY ETF | $5K |
BROBROWN & BROWN INC COM | $5K |
AFWALIGN TECHNOLOGY INC COM | $5K |
RPRXROYALTY PHARMA PLC SHS CLASS A | $5K |
HUBBHUBBELL INC COM | $5K |
GISGENERAL MLS INC COM | $5K |
GPNGLOBAL PMTS INC COM | $5K |
CHDCHURCH & DWIGHT CO INC COM | $5K |
CNRCANADIAN NATL RY CO COM | $5K |
SCHMSCHWAB U.S. MID-CAP ETF | $5K |
IRMIRON MTN INC DEL COM | $5K |
SLABSILICON LABORATORIES INC COM | $5K |
AGOASSURED GUARANTY LTD COM | $5K |
LMATLEMAITRE VASCULAR INC COM | $5K |
AVYAVERY DENNISON CORP COM | $5K |
SYFSYNCHRONY FINANCIAL COM | $4K |
KELKELLANOVA COM | $4K |
GWREGUIDEWIRE SOFTWARE INC COM | $4K |
DTDYNATRACE INC COM NEW | $4K |
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $4K |
NINISOURCE INC COM | $4K |
TECHBIO-TECHNE CORP COM | $4K |
SMCISUPER MICRO COMPUTER INC COM NEW | $4K |
VRSNVERISIGN INC COM | $4K |
WSMWILLIAMS SONOMA INC COM | $4K |
VICIVICI PPTYS INC COM | $4K |
IM8NINSMED INC COM PAR $.01 | $4K |
NIONIO INC SPON ADS | $4K |
JEFJEFFERIES FINL GROUP INC COM | $4K |
VDEVANGUARD ENERGY ETF | $4K |
CLPRCLIPPER RLTY INC COM | $4K |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $4K |
EENI S P A SPONSORED ADR | $4K |
KVUEKENVUE INC COM | $4K |
DEODIAGEO PLC SPON ADR NEW | $4K |
FTSFORTIS INC COM | $4K |
PCARPACCAR INC COM | $4K |
GRMNGARMIN LTD SHS | $4K |
LLOEWS CORP COM | $4K |
BUWABIO RAD LABS INC CL A | $4K |
PAASPAN AMERN SILVER CORP COM | $4K |
XIFRXPLR INFRASTRUCTURE LP COM UNIT PART IN | $4K |
NUENUCOR CORP COM | $4K |
EXREXTRA SPACE STORAGE INC COM | $4K |
BWXTBWX TECHNOLOGIES INC COM | $4K |
IYRISHARES U.S. REAL ESTATE ETF | $4K |
TTENTOTALENERGIES SE SPONSORED ADS | $4K |
AEGAEGON LTD AMER REG 1 CERT | $4K |
BIZDVANECK BDC INCOME ETF | $4K |
VPUVANGUARD UTILITIES ETF | $4K |
TAPMOLSON COORS BEVERAGE CO CL B | $4K |
AALAMERICAN AIRLS GROUP INC COM | $4K |
VODVODAFONE GROUP PLC NEW SPONSORED ADR | $4K |
AESIATLAS ENERGY SOLUTIONS INC COM NEW | $4K |
NTRNUTRIEN LTD COM | $4K |
WABWABTEC COM | $4K |
DOCSDOXIMITY INC CL A | $4K |
IPINTERNATIONAL PAPER CO COM | $4K |
TELFYTELEFONICA S A SPONSORED ADR | $4K |
TEMTEMPUS AI INC CL A | $4K |
MAGSROUNDHILL MAGNIFICENT SEVEN ETF | $4K |
AMEDAMEDISYS INC COM | $4K |
AMCRAMCOR PLC ORD | $4K |
CDWCDW CORP COM | $4K |
PPLPEMBINA PIPELINE CORP COM | $4K |
URAGLOBAL X URANIUM ETF | $4K |