Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings by Sector
Cornerstone Financial Group, LLC /Ne/
- $101 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS SPTM STIP QQQM VGSH PFF VXUS MINT 56 stocks |
$89.5 Million
91.78% of portfolio
|
  56  
|
- |
  56  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.16 Million
2.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.02 Million
2.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$808,355
0.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$805,740
0.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$753,672
0.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$746,979
0.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$276,153
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$232,617
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$201,043
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|