CIK 1822587
Cornerstone Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
1,709
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BP | BP PLC SPONSORED ADR | 1K | $15K–$50K | SH |
| EHC | ENCOMPASS HEALTH CORP COM | 512 | $15K–$50K | SH |
| FISV | FISERV INC COM | 753 | $15K–$50K | SH |
| U | UNITY SOFTWARE INC COM | 1K | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 104 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP COM | 513 | $15K–$50K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 183 | $15K–$50K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 897 | $15K–$50K | SH |
| GWW | WW GRAINGER INC COM | 45 | $15K–$50K | SH |
| COR | CENCORA INC COM | 137 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC COM | 457 | $15K–$50K | SH |
| UNP | UNION PAC CORP COM | 211 | $15K–$50K | SH |
| FDX | FEDEX CORP COM | 152 | $15K–$50K | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 458 | $15K–$50K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 321 | $15K–$50K | SH |
| SNA | SNAP ON INC COM | 128 | $15K–$50K | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 816 | $15K–$50K | SH |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | 2K | $15K–$50K | SH |
| UBS | UBS GROUP AG SHS | 969 | $15K–$50K | SH |
| NET | CLOUDFLARE INC CL A COM | 250 | $15K–$50K | SH |
| QCOM | QUALCOMM INC COM | 302 | $15K–$50K | SH |
| ROST | ROSS STORES INC COM | 248 | $15K–$50K | SH |
| RINF | PROSHARES INFLATION EXPECTATIONS ETF | 1K | $15K–$50K | SH |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | 1K | $15K–$50K | SH |
| AZO | AUTOZONE INC COM | 12 | $15K–$50K | SH |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | 1K | $15K–$50K | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 378 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 779 | $15K–$50K | SH |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | 1K | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 384 | $15K–$50K | SH |
| WELL | WELLTOWER INC COM | 243 | $15K–$50K | SH |
| HIMS | HIMS & HERS HEALTH INC COM CL A | 2K | $15K–$50K | SH |
| ADBE | ADOBE INC COM | 146 | $15K–$50K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 4K | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 498 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP COM | 911 | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC COM | 19 | $15K–$50K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 2K | $15K–$50K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 3K | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 192 | $15K–$50K | SH |
| QBTS | D-WAVE QUANTUM INC COM | 2K | $15K–$50K | SH |
| MSTR | STRATEGY INC CL A NEW | 264 | $15K–$50K | SH |
| PEN | PENUMBRA INC COM | 115 | $15K–$50K | SH |
| RY | ROYAL BK CDA COM | 247 | $15K–$50K | SH |
| CASY | CASEYS GEN STORES INC COM | 66 | $15K–$50K | SH |
| DE | DEERE & CO COM | 77 | $15K–$50K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 290 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 428 | $15K–$50K | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 780 | $15K–$50K | SH |
| NKE | NIKE INC CL B | 640 | $15K–$50K | SH |