Cosner Financial Group, LLC Portfolio Holdings

Cosner Financial Group, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $19.8B, Ishare Morningstar Mid Cap Gro with a value of $19.2B, Ishares Core S&P U.S. Value Et with a value of $13.2B, Ishares Tr Russell 200 Growth with a value of $13B, and Ishares S&P 500 Value ETF with a value of $13B.

Examining the 13F form we can see an increase of $2.78B in the current position value, from $155B to 158B.

Cosner Financial Group, LLC is based out at Fort Collins, CO

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