Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings

Cornerstone Financial Group, LLC /Ne/

  • $101 Billion
  • Q4 2024

Cornerstone Financial Group, LLC /Ne/ has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $9.57B, Spdr Portfolio S&P 1500 Compos with a value of $6.68B, Invesco Exchange Traded Fd Tr with a value of $4.75B, Ishares Barclays 0 5 Year Tips with a value of $4.75B, and Vanguard with a value of $4.52B.

Examining the 13F form we can see an increase of $101B in the current position value.

Cornerstone Financial Group, LLC /Ne/ is based out at Omaha, NE

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

Portfolio value $101 Billion
ETFs: $91.5 Billion
Financial Services: $2.39 Billion
Technology: $2.36 Billion
Industrials: $754 Million
Consumer Defensive: $276 Million
Communication Services: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.57 Billion 9.43% of portfolio
150,187
Q4 2024 New
$0
$6.68 Billion 6.58% of portfolio
93,542
Q4 2024 New
$0
$4.75 Billion 4.68% of portfolio
22,568
Q4 2024 New
$0
$4.75 Billion 4.68% of portfolio
47,234
Q4 2024 New
$0
$4.52 Billion 4.46% of portfolio
77,768
Q4 2024 New
$0
$4.49 Billion 4.43% of portfolio
142,920
Q4 2024 New
$0
$4 Billion 3.94% of portfolio
67,812
Q4 2024 New
$0
$3.98 Billion 3.92% of portfolio
39,644
Q4 2024 New
$0
$3.87 Billion 3.81% of portfolio
113,376
Q4 2024 New
$0
$3.67 Billion 3.61% of portfolio
34,406
Q4 2024 New
$0
$3.57 Billion 3.52% of portfolio
143,560
Q4 2024 New
$0
$3.17 Billion 3.12% of portfolio
96,770
Q4 2024 New
$0
$2.52 Billion 2.49% of portfolio
35,075
Q4 2024 New
$0
$2.16 Billion 2.13% of portfolio
28,001
Q4 2024 New
$624B
$2.16 Billion 2.13% of portfolio
4,767
Q4 2024 New
$0
$2.02 Billion 1.99% of portfolio
6,979
Q4 2024 New
$0
$1.65 Billion 1.62% of portfolio
35,246
Q4 2024 New
$0
$1.6 Billion 1.58% of portfolio
23,412
Q4 2024 New
$0
$1.5 Billion 1.48% of portfolio
12,772
Q4 2024 New
$0
$1.49 Billion 1.47% of portfolio
62,100
Q4 2024 New
$0
$1.26 Billion 1.24% of portfolio
33,975
Q4 2024 New
$0
$1.24 Billion 1.23% of portfolio
11,802
Q4 2024 New
$0
$1.24 Billion 1.22% of portfolio
41,019
Q4 2024 New
$0
$1.2 Billion 1.19% of portfolio
51,805
Q4 2024 New
$0
$1.2 Billion 1.18% of portfolio
14,920
Q4 2024 New
$0
$1.13 Billion 1.12% of portfolio
25,709
Q4 2024 New
$0
$1.1 Billion 1.09% of portfolio
11,880
Q4 2024 New
$0
$1.09 Billion 1.08% of portfolio
2,135
Q4 2024 New
$0
$858 Million 0.85% of portfolio
12,619
Q4 2024 New
$3.93T
$808 Million 0.8% of portfolio
3,228
Q4 2024 New
$346B
$806 Million 0.79% of portfolio
6,000
Q4 2024 New
$0
$770 Million 0.76% of portfolio
13,577
Q4 2024 New
$153B
$754 Million 0.74% of portfolio
3,305
Q4 2024 New
$3.04T
$747 Million 0.74% of portfolio
1,772
Q4 2024 New
$0
$734 Million 0.72% of portfolio
17,931
Q4 2024 New
$0
$725 Million 0.71% of portfolio
5,627
Q4 2024 New
$0
$669 Million 0.66% of portfolio
13,816
Q4 2024 New
$0
$638 Million 0.63% of portfolio
25,473
Q4 2024 New
$0
$632 Million 0.62% of portfolio
5,929
Q4 2024 New
$0
$598 Million 0.59% of portfolio
4,790
Q4 2024 New
$0
$592 Million 0.58% of portfolio
7,800
Q4 2024 New
$0
$550 Million 0.54% of portfolio
4,255
Q4 2024 New
$0
$517 Million 0.51% of portfolio
15,667
Q4 2024 New
$0
$519 Million 0.51% of portfolio
10,856
Q4 2024 New
$0
$467 Million 0.46% of portfolio
3,656
Q4 2024 New
$0
$472 Million 0.46% of portfolio
16,261
Q4 2024 New
$0
$456 Million 0.45% of portfolio
4,344
Q4 2024 New
$0
$444 Million 0.44% of portfolio
14,552
Q4 2024 New
-
$449 Million 0.44% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 67 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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