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 6 of 78

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JOHNSON & JOHNSON

JNJ|478160104

Shares:1.0K

Value:$160.0K

% of Portfolio:0.0% ($160.0K/$418.0M)

921908844

VIG|921908844

Shares:850

Value:$158.0K

% of Portfolio:0.0% ($158.0K/$418.0M)

46434G103

IEMG|46434G103

Shares:2.9K

Value:$156.6K

% of Portfolio:0.0% ($156.6K/$418.0M)

92206C771

Shares:3.4K

Value:$154.9K

% of Portfolio:0.0% ($154.9K/$418.0M)

922042866

VPL|922042866

Shares:2.1K

Value:$152.4K

% of Portfolio:0.0% ($152.4K/$418.0M)

921937835

BND|921937835

Shares:2.1K

Value:$150.1K

% of Portfolio:0.0% ($150.1K/$418.0M)

464288661

Shares:1.2K

Value:$147.0K

% of Portfolio:0.0% ($147.0K/$418.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:872

Value:$146.8K

% of Portfolio:0.0% ($146.8K/$418.0M)

37954Y673

Shares:4.0K

Value:$146.1K

% of Portfolio:0.0% ($146.1K/$418.0M)

33740U505

Shares:3.4K

Value:$144.8K

% of Portfolio:0.0% ($144.8K/$418.0M)

67092P409

Shares:3.5K

Value:$143.5K

% of Portfolio:0.0% ($143.5K/$418.0M)

Walt Disney Co

DIS|254687106

Shares:1.6K

Value:$141.8K

% of Portfolio:0.0% ($141.8K/$418.0M)

921946406

VYM|921946406

Shares:1.2K

Value:$140.4K

% of Portfolio:0.0% ($140.4K/$418.0M)

S&P Global Inc.

SPGI|78409V104

Shares:297

Value:$139.9K

% of Portfolio:0.0% ($139.9K/$418.0M)

FNB CORP/PA/

FNB|302520101

Shares:10.5K

Value:$138.3K

% of Portfolio:0.0% ($138.3K/$418.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:2.3K

Value:$137.4K

% of Portfolio:0.0% ($137.4K/$418.0M)

81369Y209

Shares:1.0K

Value:$136.5K

% of Portfolio:0.0% ($136.5K/$418.0M)

464288885

EFG|464288885

Shares:1.3K

Value:$133.1K

% of Portfolio:0.0% ($133.1K/$418.0M)

66538H641

Shares:4.1K

Value:$132.0K

% of Portfolio:0.0% ($132.0K/$418.0M)

464287630

IWN|464287630

Shares:904

Value:$128.9K

% of Portfolio:0.0% ($128.9K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	1.0K	QoQ +30.91% (+243) YoY +69.24% (+421)	All Managers (Combined)	$160.0K	0.0% ($160.0K/$418.0M)	QoQ +33.16% (+$39.8K) YoY +76.37% (+$69.3K)
(VIGcusip921908844)	850	QoQ +431.25% (+690) YoY +558.91% (+721)	All Managers (Combined)	$158.0K	0.0% ($158.0K/$418.0M)	QoQ +389.03% (+$125.7K) YoY +592.35% (+$135.2K)
(IEMGcusip46434G103)	2.9K	QoQ +12.64% (+330) YoY -42.21% (-2.1K)	All Managers (Combined)	$156.6K	0.0% ($156.6K/$418.0M)	QoQ +14.54% (+$19.9K) YoY -42.39% (-$115.2K)
(cusip92206C771)✕	3.4K	QoQ +49.75% (+1.1K) YoY -37.87% (-2.1K)	All Managers (Combined)	$154.9K	0.0% ($154.9K/$418.0M)	QoQ +50.04% (+$51.7K) YoY -36.61% (-$89.5K)
(VPLcusip922042866)	2.1K	QoQ +255.42% (+1.5K) YoY +137.08% (+1.2K)	All Managers (Combined)	$152.4K	0.0% ($152.4K/$418.0M)	QoQ +261.49% (+$110.3K) YoY +134.55% (+$87.4K)
(BNDcusip921937835)	2.1K	QoQ +10794.73% (+2.1K) YoY +43.35% (+626)	All Managers (Combined)	$150.1K	0.0% ($150.1K/$418.0M)	QoQ +11102.53% (+$148.8K) YoY +45.69% (+$47.1K)
(cusip464288661)✕	1.2K	QoQ +1213.68% (+1.2K) YoY +130.68% (+707)	All Managers (Combined)	$147.0K	0.0% ($147.0K/$418.0M)	QoQ +1233.08% (+$136.0K) YoY +138.03% (+$85.3K)
Palo Alto Networks Inc(PANWcusip697435105)	872	QoQ +130.07% (+493) YoY +239.29% (+615)	All Managers (Combined)	$146.8K	0.0% ($146.8K/$418.0M)	QoQ +104.57% (+$75.0K) YoY +92.80% (+$70.6K)
(cusip37954Y673)✕	4.0K	QoQ -12.72% (-577) YoY -12.23% (-552)	All Managers (Combined)	$146.1K	0.0% ($146.1K/$418.0M)	QoQ -23.39% (-$44.6K) YoY -15.41% (-$26.6K)
(cusip33740U505)✕	3.4K	QoQ 0.00% (-0) YoY NEW(+3.4K)	All Managers (Combined)	$144.8K	0.0% ($144.8K/$418.0M)	QoQ -6.85% (-$10.7K) YoY NEW(+$144.8K)
(cusip67092P409)✕	3.5K	QoQ 0.00% (-0) YoY +0.02% (-1)	All Managers (Combined)	$143.5K	0.0% ($143.5K/$418.0M)	QoQ -16.29% (-$27.9K) YoY -2.51% (-$3.7K)
Walt Disney Co(DIScusip254687106)	1.6K	QoQ +49.90% (+541) YoY +68.04% (+658)	All Managers (Combined)	$141.8K	0.0% ($141.8K/$418.0M)	QoQ +15.41% (+$18.9K) YoY +29.18% (+$32.0K)
(VYMcusip921946406)	1.2K	QoQ +7.46% (-80) YoY -52.35% (-1.3K)	All Managers (Combined)	$140.4K	0.0% ($140.4K/$418.0M)	QoQ -1.28% (-$1.8K) YoY -50.42% (-$142.8K)
S&P Global Inc.(SPGIcusip78409V104)	297	QoQ +17.85% (+45) YoY +81.09% (+133)	All Managers (Combined)	$139.9K	0.0% ($139.9K/$418.0M)	QoQ +6.48% (+$8.5K) YoY +100.58% (+$70.1K)
FNB CORP/PA/(FNBcusip302520101)	10.5K	QoQ +0.88% (-92) YoY NEW(+10.5K)	All Managers (Combined)	$138.3K	0.0% ($138.3K/$418.0M)	QoQ -14.98% (-$24.4K) YoY NEW(+$138.3K)
ALTRIA GROUP, INC.(MOcusip02209S103)	2.3K	QoQ +83.28% (+1.1K) YoY +345.16% (+1.8K)	All Managers (Combined)	$137.4K	0.0% ($137.4K/$418.0M)	QoQ +100.81% (+$69.0K) YoY +498.08% (+$114.4K)
(cusip81369Y209)✕	1.0K	QoQ +214.37% (+686) YoY +35.39% (+263)	All Managers (Combined)	$136.5K	0.0% ($136.5K/$418.0M)	QoQ +189.05% (+$89.3K) YoY +30.58% (+$32.0K)
(EFGcusip464288885)	1.3K	QoQ +8.04% (+98) YoY -69.00% (-2.9K)	All Managers (Combined)	$133.1K	0.0% ($133.1K/$418.0M)	QoQ +7.36% (+$9.1K) YoY -69.00% (-$296.3K)
(cusip66538H641)✕	4.1K	QoQ +0.38% (-16) YoY +1.32% (-54)	All Managers (Combined)	$132.0K	0.0% ($132.0K/$418.0M)	QoQ -17.18% (-$27.4K) YoY -6.77% (-$9.6K)
(IWNcusip464287630)	904	QoQ -11.02% (-112) YoY +45100.00% (+902)	All Managers (Combined)	$128.9K	0.0% ($128.9K/$418.0M)	QoQ -24.78% (-$42.5K) YoY +41623.62% (+$128.6K)