Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings by Sector
Cornerstone Financial Group, LLC /Ne/
- $118 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS SPTM SPDW QQQM VXUS STIP PFF VGSH 56 stocks |
$103 Million
91.64% of portfolio
|
  44  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.01 Million
2.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.69 Million
2.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$947,940
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$886,057
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$760,414
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$580,614
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$273,823
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$267,810
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|