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 9 of 78

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46429B663

Shares:759

Value:$86.1K

% of Portfolio:0.0% ($86.1K/$418.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.3K

Value:$85.1K

% of Portfolio:0.0% ($85.1K/$418.0M)

921932505

VOOG|921932505

Shares:261

Value:$85.0K

% of Portfolio:0.0% ($85.0K/$418.0M)

464285204

Shares:1.3K

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$418.0M)

464287176

Shares:750

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$418.0M)

Airbnb, Inc.

ABNB|009066101

Shares:687

Value:$81.3K

% of Portfolio:0.0% ($81.3K/$418.0M)

BlackRock, Inc.

BLK|09290D101

Shares:91

Value:$81.0K

% of Portfolio:0.0% ($81.0K/$418.0M)

464287440

IEF|464287440

Shares:858

Value:$80.9K

% of Portfolio:0.0% ($80.9K/$418.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:405

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$418.0M)

CHEVRON CORP

CVX|166764100

Shares:585

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$418.0M)

Eaton Corp plc

ETN|G29183103

Shares:289

Value:$79.7K

% of Portfolio:0.0% ($79.7K/$418.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:1.1K

Value:$79.6K

% of Portfolio:0.0% ($79.6K/$418.0M)

78468R622

Shares:845

Value:$79.4K

% of Portfolio:0.0% ($79.4K/$418.0M)

81369Y407

Shares:416

Value:$79.2K

% of Portfolio:0.0% ($79.2K/$418.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:743

Value:$79.1K

% of Portfolio:0.0% ($79.1K/$418.0M)

Apollo Global Management, Inc.

APO|03769M106

Shares:615

Value:$77.8K

% of Portfolio:0.0% ($77.8K/$418.0M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:2.9K

Value:$76.9K

% of Portfolio:0.0% ($76.9K/$418.0M)

46435G268

Shares:1.2K

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$418.0M)

922042742

VT|922042742

Shares:644

Value:$73.0K

% of Portfolio:0.0% ($73.0K/$418.0M)

DANAHER CORP /DE/

DHR|235851102

Shares:370

Value:$72.6K

% of Portfolio:0.0% ($72.6K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B663)✕	759	QoQ +102.94% (+385) YoY +53.02% (+263)	All Managers (Combined)	$86.1K	0.0% ($86.1K/$418.0M)	QoQ +99.01% (+$42.9K) YoY +60.43% (+$32.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.3K	QoQ +61.13% (+475) YoY +98.10% (+620)	All Managers (Combined)	$85.1K	0.0% ($85.1K/$418.0M)	QoQ +40.38% (+$24.5K) YoY +124.76% (+$47.2K)
(VOOGcusip921932505)	261	QoQ +10.12% (-24) YoY +10.59% (+25)	All Managers (Combined)	$85.0K	0.0% ($85.0K/$418.0M)	QoQ -2.67% (-$2.3K) YoY +20.09% (+$14.2K)
(cusip464285204)✕	1.3K	QoQ +18.52% (+206) YoY +40.21% (+378)	All Managers (Combined)	$81.9K	0.0% ($81.9K/$418.0M)	QoQ +42.24% (+$24.3K) YoY +100.13% (+$41.0K)
(cusip464287176)✕	750	QoQ -2.97% (-23) YoY +50.00% (+250)	All Managers (Combined)	$81.9K	0.0% ($81.9K/$418.0M)	QoQ -1.88% (-$1.6K) YoY +54.54% (+$28.9K)
Airbnb, Inc.(ABNBcusip009066101)	687	QoQ +1045.00% (+627) YoY +2648.00% (+662)	All Managers (Combined)	$81.3K	0.0% ($81.3K/$418.0M)	QoQ +950.11% (+$73.5K) YoY +1935.01% (+$77.3K)
BlackRock, Inc.(BLKcusip09290D101)	91	QoQ +65.45% (+36) YoY NEW(+91)	All Managers (Combined)	$81.0K	0.0% ($81.0K/$418.0M)	QoQ +43.71% (+$24.7K) YoY NEW(+$81.0K)
(IEFcusip464287440)	858	QoQ +897.67% (+772) YoY +853.33% (+768)	All Managers (Combined)	$80.9K	0.0% ($80.9K/$418.0M)	QoQ +911.29% (+$72.9K) YoY +872.65% (+$72.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	405	QoQ +240.33% (+286) YoY +249.13% (+289)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$418.0M)	QoQ +197.53% (+$53.1K) YoY +251.83% (+$57.2K)
CHEVRON CORP(CVXcusip166764100)	585	QoQ +20.12% (+98) YoY -67.73% (-1.2K)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$418.0M)	QoQ +4.32% (+$3.3K) YoY -72.49% (-$210.6K)
Eaton Corp plc(ETNcusipG29183103)	289	QoQ +79.50% (+128) YoY +74.09% (+123)	All Managers (Combined)	$79.7K	0.0% ($79.7K/$418.0M)	QoQ +58.82% (+$29.5K) YoY +49.73% (+$26.5K)
Uber Technologies, Inc(UBERcusip90353T100)	1.1K	QoQ +44.63% (+333) YoY +24.88% (+215)	All Managers (Combined)	$79.6K	0.0% ($79.6K/$418.0M)	QoQ +55.15% (+$28.3K) YoY +33.07% (+$19.8K)
(cusip78468R622)✕	845	QoQ +9.88% (+76) YoY NEW(+845)	All Managers (Combined)	$79.4K	0.0% ($79.4K/$418.0M)	QoQ +6.63% (+$4.9K) YoY NEW(+$79.4K)
(cusip81369Y407)✕	416	QoQ +106.96% (+215) YoY +58.17% (+153)	All Managers (Combined)	$79.2K	0.0% ($79.2K/$418.0M)	QoQ +70.43% (+$32.7K) YoY +69.98% (+$32.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	743	QoQ +143.60% (+438) YoY +148.49% (+444)	All Managers (Combined)	$79.1K	0.0% ($79.1K/$418.0M)	QoQ +171.42% (+$49.9K) YoY +308.85% (+$59.7K)
Apollo Global Management, Inc.(APOcusip03769M106)	615	QoQ +12.63% (-69) YoY -4.20% (-27)	All Managers (Combined)	$77.8K	0.0% ($77.8K/$418.0M)	QoQ -14.88% (-$13.6K) YoY +10.68% (-$7.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	2.9K	QoQ +32.38% (+707) YoY +83.14% (+1.3K)	All Managers (Combined)	$76.9K	0.0% ($76.9K/$418.0M)	QoQ +28.21% (+$16.9K) YoY +162.33% (+$47.6K)
(cusip46435G268)✕	1.2K	QoQ +1.65% (-20) YoY NEW(+1.2K)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$418.0M)	QoQ -13.70% (-$11.7K) YoY NEW(+$73.4K)
(VTcusip922042742)	644	QoQ -18.58% (-147) YoY -32.70% (-313)	All Managers (Combined)	$73.0K	0.0% ($73.0K/$418.0M)	QoQ -23.40% (-$22.3K) YoY -29.83% (-$31.0K)
DANAHER CORP /DE/(DHRcusip235851102)	370	QoQ +22.92% (-69) YoY +22.51% (-68)	All Managers (Combined)	$72.6K	0.0% ($72.6K/$418.0M)	QoQ -3.70% (-$2.8K) YoY -3.16% (-$2.4K)