Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings by Sector
Cornerstone Financial Group, LLC /Ne/
- $129 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPTM DFUS SPDW VXUS QQQM PFF STIP MINT 58 stocks |
$113 Million
91.58% of portfolio
|
  37  
|
  19  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.21 Million
2.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.12 Million
2.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.16 Million
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$910,561
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$781,203
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$720,823
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$285,563
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$255,407
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|