Cornerstone Planning Group LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$418.0B

Holdings

1,553

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,553 positions)

#StockSharesValue% PortfolioType
701
CLOAISHARES AAA CLO ACTIVE ETF
110$5.7M0.00%
702
JETSU.S. GLOBAL JETS ETF
294$5.6M0.00%
703
UMHUMH PPTYS INC COM
323$5.6M0.00%
704
SEESEALED AIR CORP NEW COM
208$5.6M0.00%
705
BMOBANK MONTREAL QUE COM
58$5.5M0.00%
706
ALBALBEMARLE CORP COM
98$5.5M0.00%
707
BNSBANK NOVA SCOTIA HALIFAX COM
112$5.4M0.00%
708
CRAICRA INTL INC COM
33$5.4M0.00%
709
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
151$5.4M0.00%
710
LGNDLIGAND PHARMACEUTICALS INC COM NEW
51$5.4M0.00%
711
MTRNMATERION CORP COM
67$5.4M0.00%
712
GLOBGLOBANT S A COM
48$5.4M0.00%
713
BPBP PLC SPONSORED ADR
187$5.3M0.00%
714
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
184$5.3M0.00%
715
OXYOCCIDENTAL PETE CORP COM
133$5.3M0.00%
716
NRANRG ENERGY INC COM NEW
52$5.3M0.00%
717
FLEXFLEX LTD ORD
161$5.3M0.00%
718
MFCMANULIFE FINL CORP COM
177$5.3M0.00%
719
JHGJANUS HENDERSON GROUP PLC ORD SHS
165$5.2M0.00%
720
SPGSIMON PPTY GROUP INC NEW COM
34$5.2M0.00%
721
CNSCOHEN & STEERS INC COM
70$5.2M0.00%
722
FIVEFIVE BELOW INC COM
70$5.2M0.00%
723
CBTCABOT CORP COM
66$5.2M0.00%
724
OKLOOKLO INC COM CL A
221$5.2M0.00%
725
CNXCCONCENTRIX CORP COM
107$5.1M0.00%
726
CMSCMS ENERGY CORP COM
70$5.1M0.00%
727
SHVISHARES SHORT TREASURY BOND ETF
46$5.1M0.00%
728
UTZUTZ BRANDS INC COM CL A
378$5.1M0.00%
729
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND
322$5.1M0.00%
730
ODFLOLD DOMINION FREIGHT LINE INC COM
33$5.1M0.00%
731
LFUSLITTELFUSE INC COM
31$5.1M0.00%
732
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
55$5.0M0.00%
733
ADCAGREE RLTY CORP COM
65$5.0M0.00%
734
PFFISHARES PREFERRED & INCOME SECURITIES ETF
168$5.0M0.00%
735
HUMHUMANA INC COM
19$5.0M0.00%
736
GPCGENUINE PARTS CO COM
43$5.0M0.00%
737
XELXCEL ENERGY INC COM
70$5.0M0.00%
738
SUSUNCOR ENERGY INC NEW COM
142$5.0M0.00%
739
WSMWILLIAMS SONOMA INC COM
34$5.0M0.00%
740
INGRINGREDION INC COM
38$4.9M0.00%
741
UDMYUDEMY INC COM
745$4.9M0.00%
742
MDBMONGODB INC CL A
30$4.9M0.00%
743
VMIVALMONT INDS INC COM
17$4.9M0.00%
744
OVVOVINTIV INC COM
144$4.8M0.00%
745
UNFUNIFIRST CORP MASS COM
28$4.8M0.00%
746
YOUCLEAR SECURE INC COM CL A
186$4.8M0.00%
747
DCDAKOTA GOLD CORP COM
1,739$4.8M0.00%
748
UFPIUFP INDUSTRIES INC COM
45$4.8M0.00%
749
RMERESMED INC COM
22$4.7M0.00%
750
IPINTERNATIONAL PAPER CO COM
101$4.7M0.00%
751
OPLNOPENLANE INC COM
254$4.7M0.00%
752
NOGNORTHERN OIL & GAS INC COM
201$4.7M0.00%
753
COLBCOLUMBIA BKG SYS INC COM
200$4.7M0.00%
754
AERAERCAP HOLDINGS NV SHS
47$4.7M0.00%
755
LKFNLAKELAND FINL CORP COM
86$4.7M0.00%
756
KRKROGER CO COM
65$4.7M0.00%
757
USPHU S PHYSICAL THERAPY COM
68$4.7M0.00%
758
TSCOTRACTOR SUPPLY CO COM
92$4.7M0.00%
759
TNLTRAVEL PLUS LEISURE CO COM
108$4.6M0.00%
760
ENSENERSYS COM
55$4.6M0.00%
761
SIMOSILICON MOTION TECHNOLOGY CORP SPONSORED ADR
109$4.6M0.00%
762
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
70$4.5M0.00%
763
BCSBARCLAYS PLC ADR
290$4.5M0.00%
764
APLDAPPLIED DIGITAL CORP COM NEW
1,105$4.5M0.00%
765
BNBROOKFIELD CORP CL A LTD VT SH
88$4.5M0.00%
766
TDYTELEDYNE TECHNOLOGIES INC COM
10$4.5M0.00%
767
DBDEUTSCHE BANK A G NAMEN AKT
180$4.5M0.00%
768
PUKNPRUDENTIAL PLC ADR
210$4.5M0.00%
769
PRGOPERRIGO CO PLC SHS
180$4.5M0.00%
770
JEFJEFFERIES FINL GROUP INC COM
98$4.4M0.00%
771
AXTAAXALTA COATING SYS LTD COM
138$4.4M0.00%
772
DEODIAGEO PLC SPON ADR NEW
39$4.3M0.00%
773
PRVAPRIVIA HEALTH GROUP INC COM
184$4.3M0.00%
774
CLPRCLIPPER RLTY INC COM
1,178$4.3M0.00%
775
LSTRLANDSTAR SYS INC COM
31$4.3M0.00%
776
DTEDTE ENERGY CO COM
31$4.2M0.00%
777
DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
125$4.2M0.00%
778
OREALTY INCOME CORP COM
72$4.2M0.00%
779
GOLFACUSHNET HLDGS CORP COM
67$4.2M0.00%
780
CFRCULLEN FROST BANKERS INC COM
36$4.1M0.00%
781
LKQ1LKQ CORP COM
98$4.1M0.00%
782
PWRQUANTA SVCS INC COM
15$4.1M0.00%
783
SSRMSSR MINING IN COM
407$4.1M0.00%
784
IM8NINSMED INC COM PAR $.01
58$4.1M0.00%
785
AIGAMERICAN INTL GROUP INC COM NEW
50$4.1M0.00%
786
SNDRSCHNEIDER NATIONAL INC CL B
182$4.1M0.00%
787
T7DTRANSDIGM GROUP INC COM
3$4.1M0.00%
788
BKRBAKER HUGHES COMPANY CL A
113$4.1M0.00%
789
PATKPATRICK INDS INC COM
52$4.1M0.00%
790
IVZINVESCO LTD SHS
300$4.1M0.00%
791
DTDYNATRACE INC COM NEW
92$4.0M0.00%
792
LNTALLIANT ENERGY CORP COM
66$4.0M0.00%
793
SCHMSCHWAB U.S. MID-CAP ETF
161$4.0M0.00%
794
WHWYNDHAM HOTELS & RESORTS INC COM
48$4.0M0.00%
795
EFXEQUIFAX INC COM
16$4.0M0.00%
796
KGCKINROSS GOLD CORP COM
277$4.0M0.00%
797
VDEVANGUARD ENERGY ETF
35$3.9M0.00%
798
AGOASSURED GUARANTY LTD COM
46$3.9M0.00%
799
DGDOLLAR GEN CORP NEW COM
41$3.9M0.00%
800
ACMAECOM COM
41$3.9M0.00%
PreviousPage 8 of 16Next