Cosner Financial Group, LLC Portfolio Holdings

Cosner Financial Group, LLC

  • $141 Billion
  • Q2 2024

Cosner Financial Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $18.3B, Ishare Morningstar Mid Cap Gro with a value of $16.6B, Ishares Core S&P U.S. Value Et with a value of $12.5B, Ishares Tr Russell 200 Growth with a value of $12.2B, and Ishares S&P 500 Value ETF with a value of $11.8B.

Examining the 13F form we can see an increase of $1.8B in the current position value, from $140B to 141B.

Cosner Financial Group, LLC is based out at Fort Collins, CO

Below you can find more details about Cosner Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $137 Billion
Energy: $3.9 Billion
Healthcare: $949 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $141 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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