CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 328K | $12.15M |
 | VTRS | 249K | $12.68M |
 | WTFC | 42K | $2.20M |
 | AAPL | 33K | $8.96M |
 | RC | 32K | $1.29M |
 | NVT | 30K | $6.18M |
 | VIRT | 26K | $619.92K |
 | VMI | 15K | $431.77K |
 | T | 14K | $351.87K |
 | AMZN | 14K | $3.15M |
 | BFLY-WT | 14K | $820 |
 | ALC | 13K | $606.26K |
 | PSA | 12K | $950.62K |
 | FNB | 11K | $174.64K |
 | DDOG | 8K | $20.16K |
 | PH | 8K | $645.84K |
 | JPM | 8K | $2.39M |
 | DSGX | 8K | $276.17K |
 | LWLG | 6K | $27.48K |
 | FITB | 5K | $229.77K |
The Charles Schwab Corporation
SCHW
Shares Held
328K
Value
$12.15M
Viatris Inc.
VTRS
Shares Held
249K
Value
$12.68M
Wintrust Financial Corporation
WTFC
Shares Held
42K
Value
$2.20M
Apple Inc.
AAPL
Shares Held
33K
Value
$8.96M
Ready Capital Corporation
RC
Shares Held
32K
Value
$1.29M
nVent Electric plc
NVT
Shares Held
30K
Value
$6.18M
Virtu Financial, Inc.
VIRT
Shares Held
26K
Value
$619.92K
Valmont Industries, Inc.
VMI
Shares Held
15K
Value
$431.77K
AT&T Inc.
T
Shares Held
14K
Value
$351.87K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.15M
Butterfly Network, Inc.
BFLY-WT
Shares Held
14K
Value
$820
Alcon Inc.
ALC
Shares Held
13K
Value
$606.26K
Public Storage
PSA
Shares Held
12K
Value
$950.62K
F.N.B. Corporation
FNB
Shares Held
11K
Value
$174.64K
Datadog, Inc.
DDOG
Shares Held
8K
Value
$20.16K
Parker-Hannifin Corporation
PH
Shares Held
8K
Value
$645.84K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.39M
The Descartes Systems Group Inc.
DSGX
Shares Held
8K
Value
$276.17K
Lightwave Logic, Inc.
LWLG
Shares Held
6K
Value
$27.48K
Fifth Third Bancorp
FITB
Shares Held
5K
Value
$229.77K