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)

StockValue
CDWCDW CORP COM
$3K
ELFE L F BEAUTY INC COM
$3K
NMRNOMURA HLDGS INC SPONSORED ADR
$3K
VTRSVIATRIS INC COM
$3K
PODDINSULET CORP COM
$3K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$3K
ENOVENOVIS CORPORATION COM
$3K
ASHASHLAND INC COM
$3K
FTSFORTIS INC COM
$3K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$3K
PCGPG&E CORP COM
$3K
JLLJONES LANG LASALLE INC COM
$3K
TAPMOLSON COORS BEVERAGE CO CL B
$3K
TELFYTELEFONICA S A SPONSORED ADR
$3K
KWRQUAKER HOUGHTON COM
$3K
EGPEASTGROUP PPTYS INC COM
$3K
FAFFIRST AMERN FINL CORP COM
$3K
TKRTIMKEN CO COM
$3K
CRCRANE COMPANY COMMON STOCK
$3K
NTRNUTRIEN LTD COM
$3K
SCVLSHOE CARNIVAL INC COM
$3K
CNRCANADIAN NATL RY CO COM
$3K
I9DNARBUTUS BIOPHARMA CORP COM
$3K
KDPKEURIG DR PEPPER INC COM
$3K
ITRIITRON INC COM
$3K
RTORENTOKIL INITIAL PLC SPONSORED ADR
$3K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$3K
NMRKNEWMARK GROUP INC CL A
$3K
VCYTVERACYTE INC COM
$3K
CONCONCENTRA GROUP HOLDINGS PAREN COMMON STOCK
$3K
ZZILLOW GROUP INC CL C CAP STK
$3K
WDCWESTERN DIGITAL CORP COM
$2K
LENLENNAR CORP CL A
$2K
HESHESS CORP COM
$2K
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF
$2K
NSPINSPERITY INC COM
$2K
AIOVIRTUS ARTIFICIAL INTELLIGENCE COM
$2K
HSTMHEALTHSTREAM INC COM
$2K
ESEVERSOURCE ENERGY COM
$2K
WYWEYERHAEUSER CO MTN BE COM NEW
$2K
PRPERMIAN RESOURCES CORP CLASS A COM
$2K
TERTERADYNE INC COM
$2K
HIIHUNTINGTON INGALLS INDS INC COM
$2K
HALHALLIBURTON CO COM
$2K
EXPIEXP WORLD HLDGS INC COM
$2K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$2K
LCIILCI INDS COM
$2K
ASRVAMERISERV FINL INC COM
$2K
CNHICNH INDL N V SHS
$2K
MCHPMICROCHIP TECHNOLOGY INC. COM
$2K
FCPTFOUR CORNERS PPTY TR INC COM
$2K
BRCCBRC INC COM CL A
$2K
RUMRUMBLE INC COM CL A
$2K
CRWVCOREWEAVE INC COM CL A
$2K
TIGRUP FINTECH HLDG LTD SPONSORED ADS
$2K
CNPCENTERPOINT ENERGY INC COM
$2K
TANINVESCO SOLAR ETF
$2K
AMKRAMKOR TECHNOLOGY INC COM
$2K
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
$2K
CLXCLOROX CO DEL COM
$2K
NDSNNORDSON CORP COM
$2K
FULFULLER H B CO COM
$2K
REGREGENCY CTRS CORP COM
$2K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$2K
ROKROCKWELL AUTOMATION INC COM
$2K
SYFSYNCHRONY FINANCIAL COM
$2K
CHDCHURCH & DWIGHT CO INC COM
$2K
NUENUCOR CORP COM
$2K
BKHBLACK HILLS CORP COM
$2K
AMEAMETEK INC COM
$2K
HHYATT HOTELS CORP COM CL A
$2K
IRMIRON MTN INC DEL COM
$2K
NTSTNETSTREIT CORP COM
$2K
MTNVAIL RESORTS INC COM
$2K
YELPYELP INC CL A
$2K
BANCBANC OF CALIFORNIA INC COM
$2K
ABXBARRICK GOLD CORP COM
$2K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$2K
FNVFRANCO NEV CORP COM
$2K
CECELANESE CORP DEL COM
$2K
AMCRAMCOR PLC ORD
$2K
FANGDIAMONDBACK ENERGY INC COM
$2K
DOCUDOCUSIGN INC COM
$2K
HDBHDFC BANK LTD SPONSORED ADS
$2K
DLTRDOLLAR TREE INC COM
$2K
FRMEFIRST MERCHANTS CORP COM
$2K
MOHMOLINA HEALTHCARE INC COM
$2K
FLOTISHARES FLOATING RATE BOND ETF
$2K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2K
JHXJAMES HARDIE INDS PLC SPONSORED ADR
$2K
JOEST JOE CO COM
$2K
JBLJABIL INC COM
$2K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$2K
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$2K
CVCOCAVCO INDS INC DEL COM
$2K
ATOATMOS ENERGY CORP COM
$2K
AIZASSURANT INC COM
$2K
WAFDWAFD INC COM
$2K
AQN.TOALGONQUIN PWR UTILS CORP COM
$2K
OUTOUTFRONT MEDIA INC COM NEW
$2K
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