Cosner Financial Group, LLC Portfolio Holdings

Cosner Financial Group, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishare Morningstar Mid Cap Gro with a value of $19.7B, Ishares Core S&P Total U.S. St with a value of $19B, Ishares Tr Broad Usd Inbd Etfv with a value of $15B, Ishares S&P 500 Value ETF with a value of $14.6B, and Ishares Core S&P U.S. Value Et with a value of $13.3B.

Examining the 13F form we can see an increase of $5.69B in the current position value, from $158B to 164B.

Cosner Financial Group, LLC is based out at Fort Collins, CO

Below you can find more details about Cosner Financial Group, LLC portfolio as well as his latest detailed transactions.