Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings

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.