CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRA | 3K | $421.51K |
 | EQH | 3K | $134.53K |
 | TDC | 3K | $1.21M |
 | AVGO | 3K | $1.03M |
 | SOBO | 3K | $246.25K |
 | ALT | 3K | $146.34K |
 | WAFD | 3K | $54.35K |
 | CMCSA | 2K | $67.86K |
 | CSX | 2K | $88.04K |
 | SAN | 2K | $24.89K |
 | UNM | 2K | $88.98K |
 | PCG | 2K | $345.69K |
 | CSCO | 2K | $162.01K |
 | ABT | 2K | $475.80K |
 | UHS | 2K | $91.38K |
 | LYG | 2K | $9.13K |
 | WFRD | 2K | $163.08K |
 | CMG | 2K | $60.70K |
 | EXC | 2K | $86.19K |
 | META | 2K | $1.21M |
ProAssurance Corporation
PRA
Shares Held
3K
Value
$421.51K
Equitable Holdings, Inc.
EQH
Shares Held
3K
Value
$134.53K
Teradata Corporation
TDC
Shares Held
3K
Value
$1.21M
Broadcom Inc.
AVGO
Shares Held
3K
Value
$1.03M
South Bow Corporation
SOBO
Shares Held
3K
Value
$246.25K
Altimmune, Inc.
ALT
Shares Held
3K
Value
$146.34K
WaFd, Inc.
WAFD
Shares Held
3K
Value
$54.35K
Comcast Corporation
CMCSA
Shares Held
2K
Value
$67.86K
CSX Corporation
CSX
Shares Held
2K
Value
$88.04K
Banco Santander, S.A.
SAN
Shares Held
2K
Value
$24.89K
Unum Group
UNM
Shares Held
2K
Value
$88.98K
Pacific Gas & Electric Co.
PCG
Shares Held
2K
Value
$345.69K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$162.01K
Abbott Laboratories
ABT
Shares Held
2K
Value
$475.80K
Universal Health Services, Inc.
UHS
Shares Held
2K
Value
$91.38K
Lloyds Banking Group plc
LYG
Shares Held
2K
Value
$9.13K
Weatherford International plc
WFRD
Shares Held
2K
Value
$163.08K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
2K
Value
$60.70K
Exelon Corporation
EXC
Shares Held
2K
Value
$86.19K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.21M