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
PNWPINNACLE WEST CAP CORP COM
$2K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$2K
LABUUSDDIREXION DAILY S&P BIOTECH BULL 3X SHARES
$2K
SEMSELECT MED HLDGS CORP COM
$2K
PPGPPG INDS INC COM
$2K
NXPINXP SEMICONDUCTORS N V COM
$2K
ZSZSCALER INC COM
$2K
DVNDEVON ENERGY CORP NEW COM
$2K
MHKMOHAWK INDS INC COM
$2K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$2K
RFREGIONS FINANCIAL CORP NEW COM
$2K
5ZZ0CONTEXTLOGIC INC CL A NEW
$2K
PKNREVVITY INC COM
$2K
MGYMAGNOLIA OIL & GAS CORP CL A
$2K
IPGINTERPUBLIC GROUP COS INC COM
$2K
SMCISUPER MICRO COMPUTER INC COM NEW
$2K
CINFCINCINNATI FINL CORP COM
$2K
PTENPATTERSON-UTI ENERGY INC COM
$2K
LENLENNAR CORP CL B
$2K
DCIDONALDSON INC COM
$2K
IPARINTERPARFUMS INC COM
$2K
SJMSMUCKER J M CO COM NEW
$2K
SOLVSOLVENTUM CORP COM SHS
$2K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$2K
ZBHZIMMER BIOMET HOLDINGS INC COM
$2K
OZKBANK OZK LITTLE ROCK ARK COM
$2K
SWSMURFIT WESTROCK PLC SHS
$2K
IVRINVESCO MORTGAGE CAPITAL INC COM
$2K
HIGHARTFORD INSURANCE GROUP INC COM
$2K
FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR
$2K
BIIBBIOGEN INC COM
$2K
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$2K
WABWABTEC COM
$2K
FTVFORTIVE CORP COM
$2K
EQTEQT CORP COM
$2K
PBDINVESCO GLOBAL CLEAN ENERGY ETF
$2K
XYLXYLEM INC COM
$2K
TREXTREX CO INC COM
$2K
DINOHF SINCLAIR CORP COM
$2K
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
$2K
LMBLIMBACH HLDGS INC COM
$2K
STMSTMICROELECTRONICS N V NY REGISTRY
$2K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$2K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$2K
ORRFORRSTOWN FINL SVCS INC COM
$2K
IXGISHARES GLOBAL FINANCIALS ETF
$2K
SCISERVICE CORP INTL COM
$2K
PPLPPL CORP COM
$2K
DHRB & G FOODS INC NEW COM
$2K
SITESITEONE LANDSCAPE SUPPLY INC COM
$1K
IFSINTERCORP FINL SVCS INC SHS
$1K
VEONVEON LTD SPONSORED ADS
$1K
IXNISHARES GLOBAL TECH ETF
$1K
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
$1K
STLASTELLANTIS N.V SHS
$1K
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$1K
WRBBERKLEY W R CORP COM
$1K
KHCKRAFT HEINZ CO COM
$1K
NECBNORTHEAST CMNTY BANCORP INC COM
$1K
CNMDCONMED CORP COM
$1K
RDWREDWIRE CORPORATION COM
$1K
ARANTERO RESOURCES CORP COM
$1K
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM
$1K
PVHPVH CORPORATION COM
$1K
EXEEXPAND ENERGY CORPORATION COM
$1K
MTCHMATCH GROUP INC NEW COM
$1K
HEHAWAIIAN ELEC INDUSTRIES COM
$1K
NTRSNORTHERN TR CORP COM
$1K
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS
$1K
AMANTERO MIDSTREAM CORP COM
$1K
NATHNATHANS FAMOUS INC NEW COM
$1K
IEXIDEX CORP COM
$1K
IRINGERSOLL RAND INC COM
$1K
TSTENARIS S A SPONSORED ADS
$1K
VTYVERINT SYS INC COM
$1K
MMSIMERIT MED SYS INC COM
$1K
CRKCOMSTOCK RES INC COM
$1K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$1K
ACXPEURACURX PHARMACEUTICALS INC COM
$1K
PSTGPURE STORAGE INC CL A
$1K
MAAMID-AMER APT CMNTYS INC COM
$1K
AGXARGAN INC COM
$1K
PENNPENN ENTERTAINMENT INC COM
$1K
BRBRBELLRING BRANDS INC COMMON STOCK
$1K
ONON SEMICONDUCTOR CORP COM
$1K
OMCOMNICOM GROUP INC COM
$1K
IONQIONQ INC COM
$1K
DECDIVERSIFIED ENERGY COMPANY PLC SHS NEW
$1K
HALOHALOZYME THERAPEUTICS INC COM
$1K
LF2PACIFIC PREMIER BANCORP COM
$1K
CCKCROWN HLDGS INC COM
$1K
RCREADY CAPITAL CORP COM
$1K
ICUIICU MED INC COM
$1K
LXPUSDLXP INDUSTRIAL TRUST COM
$1K
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$1K
CTLPCANTALOUPE INC COM
$1K
UTHUNITED THERAPEUTICS CORP DEL COM
$1K
GRABGRAB HOLDINGS LIMITED CLASS A ORD
$1K
FOXAFOX CORP CL A COM
$1K
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT
$1K
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