CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GE | 544 | $169.10K |
 | BSX | 541 | $54.41K |
 | MTB | 541 | $98.89K |
 | OWL | 538 | $8.53K |
 | PACS | 538 | $104.67K |
 | CVS | 532 | $40.82K |
 | RPRX | 531 | $57.70K |
 | AEIS | 519 | $132.26K |
 | BK | 511 | $55.18K |
 | CNQ | 507 | $16.19K |
 | WSM | 504 | $11.00K |
 | DLTR | 501 | $29.84K |
 | JCI | 499 | $56.99K |
 | CP | 498 | $36.16K |
 | ALNY | 492 | $56.17K |
 | GEN | 486 | $12.67K |
 | ADC | 484 | $30.92K |
 | BCS | 483 | $10.31K |
 | AEE | 481 | $49.41K |
 | STM | 481 | $8.99K |
GE Aerospace
GE
Shares Held
544
Value
$169.10K
Boston Scientific Corporation
BSX
Shares Held
541
Value
$54.41K
M&T Bank Corporation
MTB
Shares Held
541
Value
$98.89K
Blue Owl Capital Inc.
OWL
Shares Held
538
Value
$8.53K
PACS Group, Inc.
PACS
Shares Held
538
Value
$104.67K
CVS Health Corporation
CVS
Shares Held
532
Value
$40.82K
Royalty Pharma plc
RPRX
Shares Held
531
Value
$57.70K
Advanced Energy Industries, Inc.
AEIS
Shares Held
519
Value
$132.26K
The Bank of New York Mellon Corporation
BK
Shares Held
511
Value
$55.18K
Canadian Natural Resources Limited
CNQ
Shares Held
507
Value
$16.19K
Williams-Sonoma, Inc.
WSM
Shares Held
504
Value
$11.00K
Dollar Tree, Inc.
DLTR
Shares Held
501
Value
$29.84K
Johnson Controls International plc
JCI
Shares Held
499
Value
$56.99K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
498
Value
$36.16K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
492
Value
$56.17K
Gen Digital Inc.
GEN
Shares Held
486
Value
$12.67K
Agree Realty Corporation
ADC
Shares Held
484
Value
$30.92K
Barclays PLC
BCS
Shares Held
483
Value
$10.31K
Ameren Corporation
AEE
Shares Held
481
Value
$49.41K
STMicroelectronics N.V.
STM
Shares Held
481
Value
$8.99K