Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings by Sector
Cornerstone Financial Group, LLC /Ne/
- $111 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS SPTM SPDW STIP PFF VXUS QQQM VGSH 55 stocks |
$97.6 Million
91.55% of portfolio
|
  35  
|
  17  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.19 Million
2.99% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.37 Million
2.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$797,706
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$763,025
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$738,000
0.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$596,299
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$284,973
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$265,789
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|