Cosner Financial Group, LLC Portfolio Holdings by Sector
Cosner Financial Group, LLC
- $155 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT IMCG IUSV IVE IWY IVV USIG IUSG 31 stocks |
$148 Million
96.78% of portfolio
|
  10  
|
  13  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$3.68 Million
2.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$793,191
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$272,073
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$200,583
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|