Cornerstone Financial Group, LLC /Ne/ Incresed Positions in Q2 2025

Cornerstone Financial Group, LLC /Ne/

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.89K
+ 1.42%
$60.34 - $74.89 $114K - $141K
135K $10.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
538
+ 2.43%
$171.4 - $227.1 $92.2K - $122K
22.7K $5.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
+ 4.72%
$55.54 - $69.09 $185K - $230K
74K $5.11B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.87K
+ 14.95%
$66.5 - $71.25 $324K - $347K
37.4K $2.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.14K
+ 2.17%
$32.66 - $40.75 $102K - $128K
148K $5.98B
VTI
Vanguard Total Stock Market Et

ETFs
610
+ 7.41%
$243.75 - $303.93 $149K - $185K
8.85K $2.69B
DFAX
Dimensional ETF Tr
597
+ 0.4%
$23.37 - $29.39 $14K - $17.5K
151K $4.42B
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.87K
+ 3.84%
$32.62 - $33.58 $126K - $130K
105K $3.52B
MGV
Vanguard Mega Cap Value

ETFs
1.1K
+ 20.61%
$114.87 - $131.25 $126K - $144K
6.43K $844M
REET
Ishares Global Reit ETF

ETFs
4.85K
+ 6.76%
$21.59 - $25.16 $105K - $122K
76.6K $1.89B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.07K
+ 3.04%
$72.02 - $73.82 $77.1K - $79.1K
36.3K $2.67B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.01K
+ 2.6%
$100.04 - $100.54 $101K - $102K
39.9K $4.01B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
722
+ 1.52%
$102.02 - $103.5 $73.7K - $74.7K
48.3K $4.97B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.1K
+ 3.67%
$77.74 - $78.78 $85.7K - $86.8K
31.1K $2.45B
TIP
Ishares Tr Tips Bd ETF

ETFs
431
+ 1.27%
$107.93 - $110.97 $46.5K - $47.8K
34.3K $3.77B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.45K
+ 0.92%
$29.0 - $30.68 $42.1K - $44.6K
160K $4.9B
MSFT
Microsoft Corp

Technology
5
+ 0.28%
$354.56 - $497.45 $1.77K - $2.49K
1.78K $886M
VCIT
Vanguard Intermediate Term Cor

ETFs
482
+ 3.09%
$79.56 - $82.92 $38.3K - $40K
16.1K $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
76
+ 0.27%
$39.89 - $49.46 $3.03K - $3.76K
28.7K $1.42B
VEU
Vanguard Ftse All World Ex Us

ETFs
460
+ 6.66%
$54.19 - $67.22 $24.9K - $30.9K
7.37K $495M
IQLT
Ishares Msci Intl Quality Fact

ETFs
229
+ 0.68%
$35.9 - $43.76 $8.22K - $10K
34K $1.47B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.25%
$108.06 - $135.3 $1.62K - $2.03K
6.11K $827M
VGSH
Vanguard

ETFs
319
+ 0.44%
$58.32 - $58.95 $18.6K - $18.8K
73.4K $4.31B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
123
+ 0.99%
$52.84 - $65.52 $6.5K - $8.06K
12.5K $821M
ILCG
Ishares Morningstar Growth ETF
5
+ 0.1%
N/A
5.02K $486M
VEA
Vanguard Ftse Developed Market

ETFs
79
+ 0.69%
$45.65 - $57.01 $3.61K - $4.5K
11.5K $654M
FNDB
Schwab Fundamental U S Broad M

ETFs
62
+ 0.13%
$20.36 - $23.98 $1.26K - $1.49K
48.3K $1.16B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
49
+ 0.3%
$54.81 - $67.78 $2.69K - $3.32K
16.2K $1.1B
XLK
Technology Sector Spdr

ETFs
2
+ 0.16%
$179.73 - $253.23 $359 - $506
1.25K $316M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.23%
$86.93 - $109.64 $782 - $987
3.93K $430M
MOTI
Vaneck Morningstar Internation

ETFs
283
+ 0.67%
$30.01 - $34.75 $8.49K - $9.83K
42.8K $1.48B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
38
+ 0.28%
$27.26 - $34.48 $1.04K - $1.31K
13.4K $461M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
84
+ 0.47%
$36.25 - $42.28 $3.05K - $3.55K
18.1K $765M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23
+ 0.57%
$114.78 - $133.31 $2.64K - $3.07K
4.05K $540M
SPTS
Spdr Portfolio Short Term Trea

ETFs
609
+ 3.88%
$29.07 - $29.38 $17.7K - $17.9K
16.3K $477M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
9
+ 0.16%
$73.0 - $85.5 $657 - $770
5.49K $462M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.14%
$110.58 - $132.14 $663 - $793
4.27K $564M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
345
+ 1.93%
$31.07 - $32.25 $10.7K - $11.1K
18.2K $578M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.26%
$34.78 - $43.42 $661 - $825
7.31K $317M
FLQH
Franklin Templeton Libertyq In

ETFs
33
+ 0.45%
N/A
7.44K $265M
SUB
Ishares Short Term National Mu

ETFs
11
+ 0.12%
$104.77 - $106.34 $1.15K - $1.17K
9.23K $982M
FNX
First Tr Mid Cap Core Alphadex

ETFs
4
+ 0.21%
$94.92 - $114.85 $380 - $459
1.9K $219M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
55
+ 0.21%
$25.04 - $25.18 $1.38K - $1.38K
25.7K $648M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40
+ 0.37%
$23.96 - $24.27 $958 - $971
10.8K $263M
MUB
Ishares National Muni Bond ETF

ETFs
11
+ 0.17%
$102.31 - $105.8 $1.13K - $1.16K
6.53K $682M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35
+ 0.35%
N/A
9.98K $242M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 1.76%
$157.66 - $172.39 $4.57K - $5K
1.68K $268M
AAPL
Apple Inc.

Technology
1
+ 0.04%
$172.42 - $223.89 $172 - $224
2.83K $581M
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Financial Group, LLC /Ne/ Portfolio

Follow Cornerstone Financial Group, LLC /Ne/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Financial Group, LLC /Ne/, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Financial Group, LLC /Ne/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email