Cornerstone Financial Group, LLC /NE/ has disclosed 66 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $111.00 Mil. The turnover rate is 8%.
In Cornerstone Financial Group, LLC /NE/'s current portfolio as of 2025-03-31, the top 5 holdings are
Dimensional U.S. Equity Market ETF (DFUS), SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM), SPDR Portfolio Developed World ex-US ETF (SPDW), iShares 0-5 Year TIPS Bond ETF (STIP), iShares U.S. Preferred Stock (PFF), not including call and put options.
Cornerstone Financial Group, LLC /NE/ did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Cornerstone Financial Group, LLC /NE/, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Cornerstone Financial Group, LLC /NE/, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Cornerstone Financial Group, LLC /NE/.