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CIK: 0001822587
Total reported value
$794.1M
$794.1M
1405 檔
26.6%
According to the latest 13F quarterly dataset, Cornerstone Planning Group LLC managed an equity portfolio of $794.1M at the end of Q4 2024, spanning 1405 distinct U.S. exchange-listed positions.
In Q4 2024, Cornerstone Planning Group LLC displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.61% | -0.09% | -7.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.06% | -0.13% | +5.11% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.46% | -0.19% | +134.57% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.24% | +0.11% | +3.59% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.41% | — | +2.55% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 6.01% | +0.13% | +0.30% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 3.60% | -0.06% | +2.16% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.50% | -0.11% | +0.47% | |
| 9 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.11% | — | +2.76% | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.97% | -0.06% | -11.39% | |
| 11 | REZ | Ishars Res And Multi Reales | ETF-Other | 2.88% | +0.15% | +3.98% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.64% | -0.01% | +4.10% | |
| 13 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 2.63% | -0.06% | +5.93% | |
| 14 | FXZ | First Trust Materials Alphad | ETF-Other | 2.28% | -0.01% | +15.20% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.02% | -10.48% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.08% | +42.17% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.54% | -0.03% | -0.82% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.89% | +0.02% | +1.34% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.03% | +140.39% | |
| 20 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.62% | -0.01% | +1.97% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | -0.01% | -21.20% | |
| 22 | AXP | American Express Co | Stock-Financials | 0.40% | +0.01% | +0.21% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.10% | +29.19% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.02% | +462.08% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.31% | -0.01% | +0.07% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | — | -33.76% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.03% | -1.28% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | -0.01% | +0.20% | |
| 29 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.23% | -0.01% | +0.67% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.01% | -2.63% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | -3.63% | |
| 32 | MCO | Moody's CORP | Stock-Financials | 0.21% | — | +0.23% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | -0.01% | -2.19% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.02% | -3.32% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | +61.73% | |
| 36 | PSN | Parsons CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 37 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 0.15% | — | +0.81% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.15% | — | +0.91% | |
| 39 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.13% | -0.01% | -12.09% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | — | +1.14% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.11% | -0.01% | -5.78% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | -0.04% | +2.28% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | -0.02% | +2.96% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | +0.48% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.96% | -9.10% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.10% | — | +1.76% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | +0.01% | +2.58% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.09% | — | +2.23% | |
| 49 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.09% | -0.02% | EXIT | |
| 50 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.08% | -0.01% | +0.31% |
According to official SEC Form 13F filings, Cornerstone Planning Group LLC reported a total U.S. public equity portfolio value of $794.1M across 1405 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, VEA, BIV) accounted for 26.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMMD
市值: $85.1K
Top Position Liquidated / Trimmed
QQQ
前期市值: $67.1M
During Q4 2024, Cornerstone Planning Group LLC's top holdings by market value included QQQ (15.6%)、VEA (13.1%)、BIV (8.5%). The largest single position, QQQ, represented 15.6% of total portfolio value.
In Q4 2024, Cornerstone Planning Group LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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