Cornerstone Planning Group LLC
Top Portfolio Positions
1,404 positions ·
$88,664,449 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
25,321 | $14,614,774 | 16.48% | |
| AAPL |
Apple Inc.
Technology
|
29,522 | $7,492,388 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
34,056 | $5,939,366 | 6.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,761 | $3,074,273 | 3.47% | |
| GLD |
Spdr Gold Trust
|
5,664 | $2,437,162 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,358 | $2,164,429 | 2.44% | |
| MSFT |
Microsoft Corp
Technology
|
5,351 | $1,980,779 | 2.23% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
434 | $1,827,278 | 2.06% | |
| AXP |
American Express Co
Financial Services
|
5,453 | $1,649,423 | 1.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,091 | $1,463,967 | 1.65% |
Portfolio Trend
Holdings in EVN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,107 | 2,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,052 | 2,700 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $29,889 | 2,700 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,621 | 2,700 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||