Cornerstone Planning Group LLC has disclosed 1298 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $378.00 Mil. The turnover rate is 22%.
In Cornerstone Planning Group LLC's current portfolio as of 2024-09-30, the top 5 holdings are
INVESCO QQQ Trust (QQQ), Vanguard FTSE Developed Markets ETF (VEA), Schwab Fundamental U.S. Large Company ETF (FNDX), iShares U.S. Small-Cap Equity Factor ETF (SMLF), iShares Morningstar Mid-Cap Growth ETF (JKH), not including call and put options.
Cornerstone Planning Group LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Cornerstone Planning Group LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Cornerstone Planning Group LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Cornerstone Planning Group LLC.