Cosner Financial Group

Cosner Financial Group as of March 31, 2025

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 37 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 12.0 $20M 276k 71.43
Ishares Tr Core S&p Ttl Stk (ITOT) 11.6 $19M 156k 122.01
Ishares Tr Usd Inv Grde Etf (USIG) 9.2 $15M 294k 51.08
Ishares Tr S&p 500 Val Etf (IVE) 8.9 $15M 77k 190.58
Ishares Tr Core S&p Us Vlu (IUSV) 8.1 $13M 144k 92.29
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.2 $12M 56k 210.94
Ishares Tr Core S&p500 Etf (IVV) 7.2 $12M 21k 561.90
Ishares Tr Core S&p Us Gwt (IUSG) 6.2 $10M 80k 127.08
Ishares Tr Core Us Aggbd Et (AGG) 4.8 $7.8M 79k 98.92
Ishares Tr 10+ Yr Invst Grd (IGLB) 3.6 $5.9M 118k 50.23
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $5.7M 62k 92.83
Chevron Corporation (CVX) 2.6 $4.2M 25k 167.29
Ishares Tr Core Msci Intl (IDEV) 2.0 $3.2M 47k 68.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $1.8M 17k 108.69
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.1 $1.7M 35k 50.28
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $1.7M 75k 22.98
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.6M 27k 58.35
American Healthcare Reit Com Shs (AHR) 0.9 $1.5M 51k 30.30
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.5M 7.7k 199.49
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.2M 3.4k 370.79
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.2M 13k 95.37
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 10k 105.60
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $961k 9.1k 105.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $953k 21k 45.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $918k 9.1k 100.67
Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $814k 22k 36.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $719k 9.1k 78.89
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $626k 6.2k 100.57
Danaher Corporation (DHR) 0.4 $585k 2.9k 205.00
Ishares Msci Emrg Chn (EMXC) 0.3 $528k 9.6k 55.09
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $358k 8.2k 43.71
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $258k 2.2k 119.73
UnitedHealth (UNH) 0.2 $246k 469.00 524.01
Ge Aerospace Com New (GE) 0.1 $234k 1.0k 229.26
Visa Com Cl A (V) 0.1 $224k 640.00 350.46
Wal-Mart Stores (WMT) 0.1 $218k 2.5k 87.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $217k 2.2k 97.48