Cosner Financial Group, LLC Portfolio Holdings by Sector
Cosner Financial Group, LLC
- $158 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT IMCG IUSV IWY IVE USIG IVV IUSG 31 stocks |
$151 Million
96.84% of portfolio
|
  17  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$3.61 Million
2.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$654,906
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$236,366
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$224,429
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$202,266
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|