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 |
|---|---|
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $4K |
MATMATTEL INC COM | $4K |
RFREGIONS FINANCIAL CORP NEW COM | $4K |
KNSLKINSALE CAP GROUP INC COM | $4K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $4K |
JBLJABIL INC COM | $4K |
SDRLSEADRILL LTD COM | $3K |
STSENSATA TECHNOLOGIES HLDG PLC SHS | $3K |
XYLXYLEM INC COM | $3K |
TKOTKO GROUP HOLDINGS INC CL A | $3K |
ILMNILLUMINA INC COM | $3K |
GLPIGAMING & LEISURE PPTYS INC COM | $3K |
FNDFLOOR & DECOR HLDGS INC CL A | $3K |
FAFFIRST AMERN FINL CORP COM | $3K |
BBARRICK MNG CORP COM SHS | $3K |
BALLBALL CORP COM | $3K |
WRBBERKLEY W R CORP COM | $3K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $3K |
VTRSVIATRIS INC COM | $3K |
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $3K |
HIGHARTFORD INSURANCE GROUP INC COM | $3K |
WKWORKIVA INC COM CL A | $3K |
HUMHUMANA INC COM | $3K |
FRPTFRESHPET INC COM | $3K |
ATOATMOS ENERGY CORP COM | $3K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $3K |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $3K |
NGGNATIONAL GRID PLC SPONSORED ADR NE | $3K |
GQREFLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND | $3K |
MFCMANULIFE FINL CORP COM | $3K |
TQQQPROSHARES ULTRAPRO QQQ | $3K |
ZZILLOW GROUP INC CL C CAP STK | $3K |
CRCCANADIAN NAT RES LTD COM | $3K |
TRPTC ENERGY CORP COM | $3K |
COLDAMERICOLD REALTY TRUST INC COM | $3K |
TROWPRICE T ROWE GROUP INC COM | $3K |
RIGTRANSOCEAN LTD REGISTERED SHS | $3K |
I9DNARBUTUS BIOPHARMA CORP COM | $3K |
ROKROCKWELL AUTOMATION INC COM | $3K |
TSTENARIS S A SPONSORED ADS | $3K |
PRVAPRIVIA HEALTH GROUP INC COM | $3K |
PODDINSULET CORP COM | $3K |
TIGRUP FINTECH HLDG LTD SPONSORED ADS | $3K |
CNHICNH INDL N V SHS | $3K |
GLOBGLOBANT S A COM | $3K |
CINFCINCINNATI FINL CORP COM | $3K |
FSLRFIRST SOLAR INC COM | $3K |
SWKSTANLEY BLACK & DECKER INC COM | $3K |
LNTALLIANT ENERGY CORP COM | $3K |
SEESEALED AIR CORP NEW COM | $3K |
TANINVESCO SOLAR ETF | $3K |
TRONTRON INC COM | $3K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $3K |
NXPINXP SEMICONDUCTORS N V COM | $3K |
CUBECUBESMART COM | $3K |
CSLCARLISLE COS INC COM | $3K |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $3K |
ONON SEMICONDUCTOR CORP COM | $3K |
ALBALBEMARLE CORP COM | $3K |
ASRVAMERISERV FINL INC COM | $3K |
NOKNOKIA CORP SPONSORED ADR | $3K |
ZSZSCALER INC COM | $3K |
CRGYCRESCENT ENERGY COMPANY CL A COM | $3K |
GNLGLOBAL NET LEASE INC COM NEW | $3K |
MKSIMKS INC. COM | $3K |
CLXCLOROX CO DEL COM | $3K |
LSTRLANDSTAR SYS INC COM | $3K |
BFLYBUTTERFLY NETWORK INC COM CL A | $3K |
DHRB & G FOODS INC NEW COM | $3K |
STMSTMICROELECTRONICS N V NY REGISTRY | $3K |
SWSMURFIT WESTROCK PLC SHS | $3K |
TPRTAPESTRY INC COM | $3K |
WGSGENEDX HOLDINGS CORP COM CL A | $3K |
NTRSNORTHERN TR CORP COM | $3K |
SCHPSCHWAB US TIPS ETF | $3K |
AQN.TOALGONQUIN PWR UTILS CORP COM | $3K |
WERNWERNER ENTERPRISES INC COM | $3K |
CNPCENTERPOINT ENERGY INC COM | $3K |
AIOVIRTUS ARTIFICIAL INTELLIGENCE COM | $2K |
POOLPOOL CORP COM | $2K |
MTDMETTLER TOLEDO INTERNATIONAL COM | $2K |
COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $2K |
LECOLINCOLN ELEC HLDGS INC COM | $2K |
CNCCENTENE CORP DEL COM | $2K |
AIZASSURANT INC COM | $2K |
NTSTNETSTREIT CORP COM | $2K |
RUMRUMBLE INC COM CL A | $2K |
PSTLPOSTAL REALTY TRUST INC CL A | $2K |
JOEST JOE CO COM | $2K |
LMNDLEMONADE INC COM | $2K |
FNVFRANCO NEV CORP COM | $2K |
ALKTALKAMI TECHNOLOGY INC COM | $2K |
QSRRESTAURANT BRANDS INTL INC COM | $2K |
DOWDOW INC COM | $2K |
PCTYPAYLOCITY HLDG CORP COM | $2K |
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $2K |
OUTOUTFRONT MEDIA INC COM NEW | $2K |
NDSNNORDSON CORP COM | $2K |
PPGPPG INDS INC COM | $2K |
TTEKTETRA TECH INC NEW COM | $2K |