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 5 of 78

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SOUTHERN CO

SO|842587107

Shares:2.5K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$418.0M)

464287309

IVW|464287309

Shares:2.5K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$418.0M)

COMCAST CORP

CMCSA|20030N101

Shares:6.3K

Value:$217.8K

% of Portfolio:0.1% ($217.8K/$418.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:499

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$418.0M)

46137V563

Shares:10.2K

Value:$200.5K

% of Portfolio:0.0% ($200.5K/$418.0M)

COCA COLA CO

KO|191216100

Shares:2.7K

Value:$196.4K

% of Portfolio:0.0% ($196.4K/$418.0M)

Philip Morris International Inc.

PM|718172109

Shares:1.1K

Value:$192.7K

% of Portfolio:0.0% ($192.7K/$418.0M)

464289875

Shares:4.4K

Value:$190.4K

% of Portfolio:0.0% ($190.4K/$418.0M)

81369Y803

XLK|81369Y803

Shares:961

Value:$190.3K

% of Portfolio:0.0% ($190.3K/$418.0M)

Equitable Holdings, Inc.

EQH|29452E101

Shares:3.8K

Value:$187.2K

% of Portfolio:0.0% ($187.2K/$418.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.3K

Value:$184.7K

% of Portfolio:0.0% ($184.7K/$418.0M)

464287648

IWO|464287648

Shares:728

Value:$179.0K

% of Portfolio:0.0% ($179.0K/$418.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.4K

Value:$175.7K

% of Portfolio:0.0% ($175.7K/$418.0M)

46432F339

QUAL|46432F339

Shares:1.1K

Value:$174.1K

% of Portfolio:0.0% ($174.1K/$418.0M)

922042858

VWO|922042858

Shares:3.9K

Value:$173.5K

% of Portfolio:0.0% ($173.5K/$418.0M)

464288281

Shares:1.9K

Value:$170.7K

% of Portfolio:0.0% ($170.7K/$418.0M)

Salesforce, Inc.

CRM|79466L302

Shares:665

Value:$166.6K

% of Portfolio:0.0% ($166.6K/$418.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:563

Value:$165.4K

% of Portfolio:0.0% ($165.4K/$418.0M)

Mastercard Inc

MA|57636Q104

Shares:311

Value:$164.8K

% of Portfolio:0.0% ($164.8K/$418.0M)

46435G516

ESGD|46435G516

Shares:2.0K

Value:$162.3K

% of Portfolio:0.0% ($162.3K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	2.5K	QoQ +11.79% (+264) YoY +277.94% (+1.8K)	All Managers (Combined)	$228.0K	0.1% ($228.0K/$418.0M)	QoQ +17.81% (+$34.5K) YoY +354.20% (+$177.8K)
(IVWcusip464287309)	2.5K	QoQ +59.67% (+928) YoY +16.13% (+345)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$418.0M)	QoQ +40.86% (+$65.1K) YoY +25.92% (+$46.2K)
COMCAST CORP(CMCSAcusip20030N101)	6.3K	QoQ +544.03% (+5.3K) YoY +472.80% (+5.2K)	All Managers (Combined)	$217.8K	0.1% ($217.8K/$418.0M)	QoQ +480.90% (+$180.3K) YoY +410.44% (+$175.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	499	QoQ +68.58% (+203) YoY +30.62% (+117)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$418.0M)	QoQ +32.85% (+$52.8K) YoY +13.81% (+$25.9K)
(cusip46137V563)✕	10.2K	QoQ +0.64% (-65) YoY -16.20% (-2.0K)	All Managers (Combined)	$200.5K	0.0% ($200.5K/$418.0M)	QoQ -10.29% (-$23.0K) YoY -17.94% (-$43.9K)
COCA COLA CO(KOcusip191216100)	2.7K	QoQ +45.17% (+834) YoY +54.02% (+940)	All Managers (Combined)	$196.4K	0.0% ($196.4K/$418.0M)	QoQ +66.60% (+$78.5K) YoY +81.63% (+$88.3K)
Philip Morris International Inc.(PMcusip718172109)	1.1K	QoQ +97.24% (+565) YoY +97.58% (+566)	All Managers (Combined)	$192.7K	0.0% ($192.7K/$418.0M)	QoQ +154.16% (+$116.9K) YoY +241.25% (+$136.3K)
(cusip464289875)✕	4.4K	QoQ +13.57% (+529) YoY +13.83% (+538)	All Managers (Combined)	$190.4K	0.0% ($190.4K/$418.0M)	QoQ +11.18% (+$19.2K) YoY +16.47% (+$26.9K)
(XLKcusip81369Y803)	961	QoQ +85.88% (+444) YoY +49.45% (+318)	All Managers (Combined)	$190.3K	0.0% ($190.3K/$418.0M)	QoQ +61.72% (+$72.6K) YoY +46.31% (+$60.2K)
Equitable Holdings, Inc.(EQHcusip29452E101)	3.8K	QoQ +16.24% (+535) YoY +6.06% (+219)	All Managers (Combined)	$187.2K	0.0% ($187.2K/$418.0M)	QoQ +7.07% (+$12.4K) YoY +34.55% (+$48.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.3K	QoQ +87.31% (+2.0K) YoY +26.01% (+893)	All Managers (Combined)	$184.7K	0.0% ($184.7K/$418.0M)	QoQ +96.81% (+$90.8K) YoY +38.37% (+$51.2K)
(IWOcusip464287648)	728	QoQ +3.55% (-25) YoY NEW(+728)	All Managers (Combined)	$179.0K	0.0% ($179.0K/$418.0M)	QoQ -13.61% (-$28.2K) YoY NEW(+$179.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.4K	QoQ -0.87% (-12) YoY -53.11% (-1.5K)	All Managers (Combined)	$175.7K	0.0% ($175.7K/$418.0M)	QoQ -0.54% (-$969) YoY -42.51% (-$129.9K)
(QUALcusip46432F339)	1.1K	QoQ +79.72% (+472) YoY -21.47% (-291)	All Managers (Combined)	$174.1K	0.0% ($174.1K/$418.0M)	QoQ +60.98% (+$66.0K) YoY -19.28% (-$41.6K)
(VWOcusip922042858)	3.9K	QoQ +70.76% (+1.6K) YoY -8.14% (-346)	All Managers (Combined)	$173.5K	0.0% ($173.5K/$418.0M)	QoQ +73.11% (+$73.3K) YoY -6.40% (-$11.9K)
(cusip464288281)✕	1.9K	QoQ -1.59% (-31) YoY -37.41% (-1.1K)	All Managers (Combined)	$170.7K	0.0% ($170.7K/$418.0M)	QoQ -3.28% (-$5.8K) YoY -37.06% (-$100.5K)
Salesforce, Inc.(CRMcusip79466L302)	665	QoQ +96.74% (+327) YoY +115.21% (+356)	All Managers (Combined)	$166.6K	0.0% ($166.6K/$418.0M)	QoQ +41.93% (+$49.2K) YoY +96.98% (+$82.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	563	QoQ +57.70% (+206) YoY +73.23% (+238)	All Managers (Combined)	$165.4K	0.0% ($165.4K/$418.0M)	QoQ +54.39% (+$58.3K) YoY +110.38% (+$86.8K)
Mastercard Inc(MAcusip57636Q104)	311	QoQ +122.14% (+171) YoY +117.48% (+168)	All Managers (Combined)	$164.8K	0.0% ($164.8K/$418.0M)	QoQ +114.99% (+$88.2K) YoY +159.87% (+$101.4K)
(ESGDcusip46435G516)	2.0K	QoQ 0.00% (+0) YoY +3.20% (+61)	All Managers (Combined)	$162.3K	0.0% ($162.3K/$418.0M)	QoQ +3.93% (+$6.1K) YoY +7.92% (+$11.9K)