The Analysis of Cosner Financial Group, LLC's Holdings
Currently, Cosner Financial Group, LLC holds 37 types of securities in its portfolio with a total value $186.0M. In the most recent quarter, they have increased their positions in USIG (+34.0K shares, valued at $1.8M), AGG (+12.7K shares, valued at $1.3M), IVW (+5.3K shares, valued at $1.3M); decreased their positions in ITOT (-3.7K shares, valued at $545.0K), IMCG (-4.8K shares, valued at $394.4K), IVV (-472 shares, valued at $315.9K); initiated new positions in DHR (+2.9K shares, valued at $565.6K), VOO (+428 shares, valued at $262.1K), WMT (+2.5K shares, valued at $256.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IMCG ISHARES TR268.6K shares-1.74%2025-09-302025-11-07
ITOT ISHARES TR146.9K shares-2.48%2025-09-302025-11-07 USIG ISHARES TR347.5K shares10.84%2025-09-302025-11-07 IVE ISHARES TR84.2K shares5.16%2025-09-302025-11-07 IVW ISHARES TR71.6K shares7.96%2025-09-302025-11-07 IVV ISHARES TR21.2K shares-2.18%2025-09-302025-11-07 IUSV ISHARES TR138.7K shares-1.56%2025-09-302025-11-07 IUSG ISHARES TR78.1K shares-0.43%2025-09-302025-11-07 AGG ISHARES TR101.6K shares14.32%2025-09-302025-11-07 IGLB ISHARES TR145.7K shares16.53%2025-09-302025-11-07 IDEV ISHARES TR57.1K shares11.89%2025-09-302025-11-07 CVX CHEVRON CORP NEW24.9K shares0.00%2025-09-302025-11-07 IWM ISHARES TR9.5K shares6.49%2025-09-302025-11-07 IJH ISHARES TR34.4K shares10.02%2025-09-302025-11-07 LQD ISHARES TR16.7K shares-0.93%2025-09-302025-11-07 SLQD ISHARES TR34.7K shares0.00%2025-09-302025-11-07 GOVT ISHARES TR74.8K shares0.00%2025-09-302025-11-07 VUG VANGUARD INDEX FDS3.3K shares0.36%2025-09-302025-11-07 IEF ISHARES TR12.3K shares-0.09%2025-09-302025-11-07 IWY ISHARES TR50.7K shares-17.59%2025-09-302025-11-07 IJR ISHARES TR9.1K shares0.31%2025-09-302025-11-07 SUB ISHARES TR10.0K shares0.00%2025-09-302025-11-07 SGOV ISHARES TR8.9K shares-0.11%2025-09-302025-11-07 GCOW PACER FDS TR21.9K shares0.04%2025-09-302025-11-07 HYG ISHARES TR9.1K shares0.19%2025-09-302025-11-07 EMXC ISHARES INC9.6K shares-0.02%2025-09-302025-11-07 DHR DANAHER CORPORATION2.9K sharesnew addition2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR20.9K shares-0.12%2025-09-302025-11-07 EPI WISDOMTREE TR8.1K shares-0.09%2025-09-302025-11-07 GE GE AEROSPACE1.2K shares0.00%2025-09-302025-11-07 NEM NEWMONT CORP3.5K shares-0.23%2025-09-302025-11-07 IJJ ISHARES TR3.5K shares65.25%2025-09-302025-11-07 VOO VANGUARD INDEX FDS428 sharesnew addition2025-09-302025-11-07 WMT WALMART INC2.5K sharesnew addition2025-09-302025-11-07 IJS ISHARES TR2.2K shares0.00%2025-09-302025-11-07 JPME J P MORGAN EXCHANGE TRADED F6.2K shares0.08%2025-09-302025-11-07 V VISA INC640 shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available