Cosner Financial Group, LLC Portfolio Holdings by Sector
Cosner Financial Group, LLC
- $164 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
IMCG ITOT USIG IVE IUSV IWY IVV IUSG 30 stocks |
$156 Million
96.49% of portfolio
|
20
|
9
|
1
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$4.17 Million
2.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$584,865
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$245,763
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$233,618
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$224,294
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$218,422
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|