CF

Cosner Financial Group, LLC

13F
Cosner Financial Group, LLC
Last update 2025-05-07 37 Stocks (2 new)
Value $164.00 Mil Turnover 9 %
Countries:
Top Holdings: JKH(12.05%)ITOT(11.64%)USIG(9.19%)IVE(8.93%)IUSV(8.14%)
Summary Stock Picks Current Portfolio
Cosner Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
275,817
19,701.6
+8.77%
12.050
+0.97%
-
+19.90%
+8.45%
0
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
156,042
19,038.7
+1.26%
11.640
+0.14%
0.030
+15.84%
+8.51%
72,996.2
 
USIG
iShares U.S. Credit Bond ETF
294,117
15,023.5
+26.21%
9.190
+1.91%
0.110
+1.82%
+4.06%
14,235.0
 
IVE
iShares S&P 500 Value ETF
76,663
14,610.5
+12.57%
8.930
+1.00%
0.040
+10.41%
+5.59%
39,993.9
 
IUSV
ISHARES TRUST
144,302
13,317.6
+1.52%
8.140
+0.12%
0.070
+10.44%
+5.56%
21,371.6
 
IWY
iShares Russell Top 200 Growth ETF
55,841
11,779.1
+0.99%
7.200
+0.07%
0.100
+19.51%
+8.21%
14,442.4
 
IVV
iShares Core S&P 500 ETF
20,842
11,711.2
+15.56%
7.160
+0.96%
0.000
+15.74%
+9.10%
643,156.3
 
IUSG
ISHARES TRUST
80,199
10,191.7
+13.82%
6.230
+0.76%
0.050
+20.28%
+11.51%
24,026.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
79,050
7,819.6
+6.17%
4.780
+0.28%
0.010
+0.66%
+3.43%
128,074.0
 
IGLB
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
118,418
5,948.1
+7.27%
3.640
+0.25%
0.230
+1.65%
+3.10%
2,351.7
 

Cosner Financial Group, LLC's Historical Top Holdings Breakdowns

Cosner Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USIG
iShares U.S. Credit Bond ETF
2025-03-31
Add
Add
+1.91%
●
49.67 ($50.66) 51.43
$51.13
0.93%
Add 26.21%
294,117
61,079
MUB
iShares National Muni Bond ETF
2025-03-31
Sold Out
Sold Out
-1.73%
●
104.71 ($106.35) 107.68
$103.50
-2.68%
Sold Out
0
-25,654
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+1.00%
●
185.78 ($193.5) 198.58
$199.92
3.32%
Add 12.57%
76,663
8,561
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.97%
●
69.69 ($76.2) 79.99
$374.17
391.04%
Add 8.77%
275,817
22,245
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.96%
●
554.06 ($590.51) 615.85
$638.27
8.09%
Add 15.56%
20,842
2,806
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Add
Add
+0.77%
●
105.1 ($107.75) 109.61
$108.65
0.84%
Add 220.9%
16,831
11,586
IUSG
ISHARES TRUST
2025-03-31
Add
Add
+0.76%
●
126.86 ($138.28) 146.45
$154.95
12.06%
Add 13.82%
80,199
9,740
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Sold Out
Sold Out
-0.68%
●
36.64 ($41.46) 45.76
$41.67
0.50%
Sold Out
0
-24,367
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
New Buy
New Buy
+0.59%
●
102.49 ($112.84) 119.96
$112.32
-0.46%
New holding
9,122
9,122
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.28%
●
95.85 ($97.76) 99.25
$98.29
0.54%
Add 6.17%
79,050
4,596

Cosner Financial Group, LLC Total Holding History ($B)

To

Cosner Financial Group, LLC's Asset Allocation

To

Cosner Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cosner Financial Group, LLC's Hypothetical Growth since 2025-03-31

Cosner Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cosner Financial Group, LLC's Holdings Heat Map

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Cosner Financial Group, LLC's Holdings Bubble Chart

Cosner Financial Group, LLC News

  • 1

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