Cornerstone-Planning-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NECB",
  null,
  null,
  "PKST",
  "NWE",
  "MMSI",
  "AXSM",
  "PINS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TDOC",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  null,
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "RVTY",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  "TDY",
  "SUI",
  "SLAB",
  "PSO",
  null,
  "SYY",
  "PTEN",
  "DIA",
  "OTEX",
  "TS",
  "SEE",
  null,
  "SPOT",
  "DINO",
  "MANH",
  "LYV",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPCE",
  "PAAS",
  "SPYV",
  "PCVX",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "AXTA",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BANC",
  "OZK",
  "BBVA",
  "BNS",
  "BHC",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BCBP",
  "BHP",
  "BKH",
  "BB",
  "BCRX",
  "BNTX",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  null,
  null,
  null,
  "BXMT",
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BHF",
  "EAT",
  "BWA",
  "BMY",
  "BHR",
  "BORR.OL",
  "BOX",
  "BRCC",
  "BTI",
  "BRT",
  "BC",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "BG",
  "CHRW",
  "BUR",
  "CBT",
  "BWXT",
  "BXP",
  "BURL",
  "CZR",
  "CAE",
  "CCJ",
  "CMCL",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CAVA",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CHX",
  "CC",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CLPR",
  "CMTG",
  "YOU",
  "CNA",
  "CME",
  null,
  "KO",
  "CCEP",
  "CGNX",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COHU",
  "COP",
  "CNMD",
  "CON",
  "CRK",
  "CNXC",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRSR",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRNX",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CUBE",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DC",
  "DVA",
  "CYTK",
  "DELL",
  "DE",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DEC.L",
  "DCI",
  "DPZ",
  "DV",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 1,553
Total Value: 418021097
Accession Number: 0001822587-25-000002
Form Type: 13F-HR
CIK: cornerstone-planning-group
Manager Name: Cornerstone-Planning-Group

Data Enrichment

84% identified

1,309 identified244 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,553 positions • $418.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:13.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$418.0M)

MICROSOFT CORP

MSFT|594918104

Shares:4.5K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$418.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$418.0M)

00039J822

Shares:42.2K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$418.0M)

464289438

Shares:7.4K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$418.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:5.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$418.0M)

45782C813

Shares:33.2K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$418.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.3K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$418.0M)

81369Y860

Shares:30.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.0M)

464289859

Shares:15.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$418.0M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:11.7K

Value:$960.3K

% of Portfolio:0.2% ($960.3K/$418.0M)

922908363

VOO|922908363

Shares:1.9K

Value:$950.7K

% of Portfolio:0.2% ($950.7K/$418.0M)

464287804

IJR|464287804

Shares:9.1K

Value:$895.0K

% of Portfolio:0.2% ($895.0K/$418.0M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$868.1K

% of Portfolio:0.2% ($868.1K/$418.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:1.8K

Value:$762.0K

% of Portfolio:0.2% ($762.0K/$418.0M)

Tesla, Inc.

TSLA|88160R101

Shares:2.8K

Value:$703.6K

% of Portfolio:0.2% ($703.6K/$418.0M)

464287622

IWB|464287622

Shares:2.2K

Value:$636.9K

% of Portfolio:0.2% ($636.9K/$418.0M)

464287200

IVV|464287200

Shares:1.1K

Value:$614.6K

% of Portfolio:0.1% ($614.6K/$418.0M)

92790A405

Shares:25.7K

Value:$596.6K

% of Portfolio:0.1% ($596.6K/$418.0M)

81369Y506

Shares:6.7K

Value:$546.3K

% of Portfolio:0.1% ($546.3K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	13.1K	QoQ +135.47% (+7.6K) YoY +299.57% (+9.9K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$418.0M)	QoQ +80.64% (+$1.1M) YoY +287.53% (+$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	4.5K	QoQ +73.08% (+1.9K) YoY +74.74% (+1.9K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$418.0M)	QoQ +49.14% (+$560.1K) YoY +60.89% (+$643.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.1K	QoQ +97.48% (+1.5K) YoY +57.44% (+1.1K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$418.0M)	QoQ +76.41% (+$711.2K) YoY +64.89% (+$646.2K)
(cusip00039J822)✕	42.2K	QoQ NEW(+42.2K) YoY NEW(+42.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$418.0M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip464289438)✕	7.4K	QoQ -4.93% (-383) YoY -28.88% (-3.0K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$418.0M)	QoQ -17.42% (-$317.4K) YoY -24.75% (-$494.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	5.2K	QoQ +0.76% (-40) YoY +4.69% (+235)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$418.0M)	QoQ -17.14% (-$281.9K) YoY +18.05% (+$208.3K)
(cusip45782C813)✕	33.2K	QoQ NEW(+33.2K) YoY NEW(+33.2K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$418.0M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.3K	QoQ +8.53% (-419) YoY +456.53% (+4.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$418.0M)	QoQ -1.64% (-$21.5K) YoY +603.92% (+$1.1M)
(cusip81369Y860)✕	30.1K	QoQ +1.30% (-388) YoY +2.39% (+702)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.0M)	QoQ -2.29% (-$28.5K) YoY +11.93% (+$129.7K)
(cusip464289859)✕	15.0K	QoQ +6.20% (+874) YoY +4.68% (+669)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$418.0M)	QoQ +1.42% (+$15.7K) YoY +8.34% (+$86.1K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	11.7K	QoQ +2.15% (+248) YoY +3.07% (+350)	All Managers (Combined)	$960.3K	0.2% ($960.3K/$418.0M)	QoQ +1.84% (+$17.4K) YoY +19.74% (+$158.4K)
(VOOcusip922908363)	1.9K	QoQ +47.36% (+621) YoY +3.42% (+64)	All Managers (Combined)	$950.7K	0.2% ($950.7K/$418.0M)	QoQ +31.57% (+$228.2K) YoY +8.29% (+$72.8K)
(IJRcusip464287804)	9.1K	QoQ -6.19% (-604) YoY -95.32% (-186.6K)	All Managers (Combined)	$895.0K	0.2% ($895.0K/$418.0M)	QoQ -22.68% (-$262.6K) YoY -95.73% (-$20.1M)
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ +54.25% (+587) YoY +186.76% (+1.1K)	All Managers (Combined)	$868.1K	0.2% ($868.1K/$418.0M)	QoQ +21.53% (+$153.8K) YoY +230.55% (+$605.5K)
MOODYS CORP /DE/(MCOcusip615369105)	1.8K	QoQ +0.79% (-14) YoY +1.54% (+27)	All Managers (Combined)	$762.0K	0.2% ($762.0K/$418.0M)	QoQ -12.48% (-$108.8K) YoY +14.97% (+$99.3K)
Tesla, Inc.(TSLAcusip88160R101)	2.8K	QoQ +25.66% (-573) YoY +52.08% (+961)	All Managers (Combined)	$703.6K	0.2% ($703.6K/$418.0M)	QoQ -20.66% (-$183.3K) YoY +110.46% (+$369.3K)
(IWBcusip464287622)	2.2K	QoQ -3.00% (-67) YoY -45.67% (-1.8K)	All Managers (Combined)	$636.9K	0.2% ($636.9K/$418.0M)	QoQ -13.66% (-$100.8K) YoY -43.17% (-$483.9K)
(IVVcusip464287200)	1.1K	QoQ +56.79% (+414) YoY -58.66% (-1.6K)	All Managers (Combined)	$614.6K	0.1% ($614.6K/$418.0M)	QoQ +39.97% (+$175.5K) YoY -56.73% (-$806.1K)
(cusip92790A405)✕	25.7K	QoQ +1.73% (-438) YoY +5.01% (+1.2K)	All Managers (Combined)	$596.6K	0.1% ($596.6K/$418.0M)	QoQ -1.36% (-$8.3K) YoY +2.12% (+$12.4K)
(cusip81369Y506)✕	6.7K	QoQ +1.18% (-79) YoY +7.25% (-455)	All Managers (Combined)	$546.3K	0.1% ($546.3K/$418.0M)	QoQ -9.03% (-$54.2K) YoY -5.86% (-$34.0K)