Cosner Financial Group, LLC Portfolio Holdings

Cosner Financial Group, LLC

  • $155 Billion
  • Q3 2024

Cosner Financial Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 36 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 $19.2B, Ishare Morningstar Mid Cap Gro with a value of $17.8B, Ishares Core S&P U.S. Value Et with a value of $13.4B, Ishares S&P 500 Value ETF with a value of $12.7B, and Ishares Tr Russell 200 Growth with a value of $12.3B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $141B to 155B.

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 $155 Billion
ETFs: $148 Billion
Energy: $3.68 Billion
Healthcare: $1.07 Billion
Consumer Defensive: $201 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $155 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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