Cosner Financial Group, LLC Portfolio Holdings by Sector
Cosner Financial Group, LLC
- $141 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT IMCG IUSV IWY IVE IVV USIG IUSG 29 stocks |
$137 Million
96.57% of portfolio
|
9
|
20
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$3.9 Million
2.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$712,822
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$236,114
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|