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Cosner Financial Group, LLC
Cosner Financial Group, LLC specializes in asset management and financial planning. The firm offers tailored investment strategies to individual clients and other types of clients.
Investment Strategy
Asset management focusing on individual stocks, bonds, ETFs, options, mutual funds, and other securities, with a tailored approach to each client's investment goals.
Latest 13F Filing Activity
Cosner Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $180M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Cosner Financial Group, LLC reduced exposure to Chevron Corp. New, Danaher Corporation, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IMCG | ISHARES TR | 12.23% | $22.0M | 273,347 | $63.49 | $80.23 | +$2.3M |
I ITOT | ISHARES TR | 11.33% | $20.3M | 150,627 | $98.96 | $135.04 | +$1.3M |
U USIG | ISHARES TR | 8.98% | $16.1M | 313,541 | $49.07 | $51.44 | +$1.1M |
I IVE | ISHARES TR | 8.71% | $15.6M | 80,051 | $168.68 | $195.42 | +$1.0M |
I IWY | ISHARES TR | 8.45% | $15.2M | 61,578 | $196.98 | $246.51 | +$3.4M |
Industry Allocation
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