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

Page 21 of 78

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78464A359

Shares:279

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$418.0M)

Waste Connections, Inc.

WCN|94106B101

Shares:107

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$418.0M)

YUM BRANDS INC

YUM|988498101

Shares:143

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$418.0M)

46435G193

Shares:917

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$418.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:189

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$418.0M)

Edwards Lifesciences Corp

EW|28176E108

Shares:291

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$418.0M)

78464A854

SPLG|78464A854

Shares:325

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$418.0M)

46138E339

Shares:225

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$418.0M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:86

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$418.0M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:2.6K

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$418.0M)

02072L565

Shares:180

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$418.0M)

Toll Brothers, Inc.

TOL|889478103

Shares:202

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$418.0M)

92206C706

VGIT|92206C706

Shares:335

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$418.0M)

Snap-on Inc

SNA|833034101

Shares:65

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$418.0M)

UNILEVER PLC

UL|904767704

Shares:307

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$418.0M)

NEW YORK TIMES CO

NYT|650111107

Shares:390

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$418.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:202

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$418.0M)

31609A503

Shares:648

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$418.0M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:145

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$418.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:92

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A359)✕	279	QoQ +0.35% (-1) YoY +2.19% (+6)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$418.0M)	QoQ -4.56% (-$1.0K) YoY +9.37% (+$1.8K)
Waste Connections, Inc.(WCNcusip94106B101)	107	QoQ +970.00% (+97) YoY +970.00% (+97)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$418.0M)	QoQ +1052.97% (+$19.1K) YoY +1175.15% (+$19.3K)
YUM BRANDS INC(YUMcusip988498101)	143	QoQ +4666.66% (+140) YoY +4666.66% (+140)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$418.0M)	QoQ +5218.32% (+$20.5K) YoY +5073.51% (+$20.5K)
(cusip46435G193)✕	917	QoQ NEW(+917) YoY NEW(+917)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$418.0M)	QoQ NEW(+$20.8K) YoY NEW(+$20.8K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	189	QoQ +44.27% (+58) YoY -4.06% (-8)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$418.0M)	QoQ +55.55% (+$7.3K) YoY +25.37% (-$4.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	291	QoQ +10.64% (+28) YoY NEW(+291)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$418.0M)	QoQ +12.65% (+$2.3K) YoY NEW(+$20.5K)
(SPLGcusip78464A854)	325	QoQ +26.95% (+69) YoY -92.71% (-4.1K)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$418.0M)	QoQ +13.19% (+$2.4K) YoY -92.36% (-$247.6K)
(cusip46138E339)✕	225	QoQ NEW(+225) YoY NEW(+225)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$418.0M)	QoQ NEW(+$20.4K) YoY NEW(+$20.4K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	86	QoQ +126.31% (+48) YoY +59.25% (+32)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$418.0M)	QoQ +123.20% (+$11.2K) YoY +89.21% (+$9.6K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	2.6K	QoQ +2.41% (-61) YoY NEW(+2.6K)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$418.0M)	QoQ -5.94% (-$1.3K) YoY NEW(+$20.2K)
(cusip02072L565)✕	180	QoQ +100.00% (+90) YoY NEW(+180)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$418.0M)	QoQ +102.04% (+$10.2K) YoY NEW(+$20.1K)
Toll Brothers, Inc.(TOLcusip889478103)	202	QoQ -4.71% (-10) YoY NEW(+202)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$418.0M)	QoQ -33.13% (-$9.8K) YoY NEW(+$19.8K)
(VGITcusip92206C706)	335	QoQ NEW(+335) YoY -9.94% (-37)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$418.0M)	QoQ NEW(+$19.8K) YoY -7.66% (-$1.6K)
Snap-on Inc(SNAcusip833034101)	65	QoQ +124.13% (+36) YoY +32.65% (+16)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$418.0M)	QoQ +93.56% (+$9.6K) YoY +49.05% (+$6.5K)
UNILEVER PLC(ULcusip904767704)	307	QoQ +124.08% (+170) YoY +2690.90% (+296)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$418.0M)	QoQ +147.56% (+$11.8K) YoY +3334.84% (+$19.1K)
NEW YORK TIMES CO(NYTcusip650111107)	390	QoQ NEW(+390) YoY NEW(+390)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$418.0M)	QoQ NEW(+$19.7K) YoY NEW(+$19.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	202	QoQ +53.03% (+70) YoY +3.06% (-6)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$418.0M)	QoQ +9.17% (+$1.6K) YoY -31.58% (-$9.1K)
(cusip31609A503)✕	648	QoQ 0.00% (-0) YoY NEW(+648)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$418.0M)	QoQ -11.45% (-$2.5K) YoY NEW(+$19.6K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	145	QoQ +95.94% (+71) YoY +22.88% (+27)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$418.0M)	QoQ +56.59% (+$7.1K) YoY +33.65% (+$4.9K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	92	QoQ +338.09% (+71) YoY +1050.00% (+84)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$418.0M)	QoQ +384.97% (+$15.5K) YoY +1245.18% (+$18.1K)