Portfolio (Quarterly)
Guide ↗
Cornerstone Planning, LLC
· CIK 0001802105| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 117,373 | $3.5M | 0.79% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 14,109 | $3.2M | 0.72% | SOLD |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 3,226 | $655K | 0.15% | SOLD |
| 4 | ANET | ARISTA NETWORKS INC | Technology | 2,728 | $335K | 0.08% | SOLD |
| 5 | — | AIR LEASE CORP | — | 3,600 | $234K | 0.05% | SOLD |
| 6 | DIVO | AMPLIFY ETF TR | — | 5,117 | $229K | 0.05% | SOLD |
| 7 | MCK | MCKESSON CORP | Healthcare | 251 | $217K | 0.05% | SOLD |
Sector Allocation
Technology
33.3%
Financial Services
13.4%
Healthcare
12.6%
Consumer Defensive
9.6%
Communication Services
9.4%
Industrials
6.5%
Consumer Cyclical
6.1%
Utilities
3.8%
Basic Materials
2.7%
Energy
2.6%