Cosner Financial Group, LLC Top Holdings and 13F Report (2024) → Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad) About Cosner Financial Group, LLCInvestment ActivityCosner Financial Group, LLC has $139.61 million in total holdings as of March 31, 2024.Cosner Financial Group, LLC owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 18.44% of the portfolio was purchased this quarter.About 0.29% of the portfolio was sold this quarter.This quarter, Cosner Financial Group, LLC has purchased 32 new stocks and bought additional shares in 25 stocks.Cosner Financial Group, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $17,294,351iShares Morningstar Mid-Cap Growth ETF $17,153,453iShares Core S&P U.S. Value ETF $12,932,387iShares Broad USD Investment Grade Corporate Bond ETF $11,744,469iShares S&P 500 Value ETF $11,295,925 Largest New Holdings this Quarter iShares Core S&P 500 ETF $10,273,903 HoldingGeneral Electric $206,791 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 19,542 shares (about $10.27M)iShares Russell Top 200 Growth ETF 51,338 shares (about $10.02M)iShares National Muni Bond ETF 10,567 shares (about $1.14M)iShares Core S&P Mid-Cap ETF 17,754 shares (about $1.08M)iShares Morningstar Mid-Cap Growth ETF 13,449 shares (about $950.57K) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 1,850 shares (about $201.50K)Danaher 400 shares (about $99.89K)iShares S&P Small-Cap 600 Value ETF 794 shares (about $81.59K)iShares Core S&P U.S. Growth ETF 153 shares (about $17.93K)iShares S&P Mid-Cap 400 Value ETF 1 shares (about $118.29) Sector Allocation Over TimeMap of 500 Largest Holdings ofCosner Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$17,294,351$235,558 ▲1.4%149,99412.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$17,153,453$950,574 ▲5.9%242,69212.3%ETFIUSViShares Core S&P U.S. Value ETF$12,932,387$185,221 ▲1.5%142,9949.3%ManufacturingUSIGiShares Broad USD Investment Grade Corporate Bond ETF$11,744,469$184,244 ▲1.6%231,3278.4%ManufacturingIVEiShares S&P 500 Value ETF$11,295,925$189,240 ▲1.7%60,4678.1%ETFIWYiShares Russell Top 200 Growth ETF$11,116,415$10,016,050 ▲910.2%56,9788.0%ETFIVViShares Core S&P 500 ETF$10,273,903$10,273,903 ▲New Holding19,5427.4%ETFIUSGiShares Core S&P U.S. Growth ETF$8,083,672$17,933 ▼-0.2%68,9675.8%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$7,213,575$445,921 ▲6.6%73,6535.2%FinanceIVWiShares S&P 500 Growth ETF$4,502,421$33,523 ▲0.8%53,3213.2%ETFMUBiShares National Muni Bond ETF$4,460,151$1,137,015 ▲34.2%41,4513.2%ETFCVXChevron$3,933,8780.0%24,9392.8%Oils/EnergyIDEViShares Core MSCI International Developed Markets ETF$2,528,653$185,950 ▲7.9%37,6681.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,093,8680.0%42,5411.5%ManufacturingGOVTiShares U.S. Treasury Bond ETF$1,425,152$342,985 ▲31.7%62,5891.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,345,330$1,078,378 ▲404.0%22,1491.0%ETFIWMiShares Russell 2000 ETF$1,299,885$41,640 ▲3.3%6,1810.9%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,216,046$2,556 ▲0.2%12,8460.9%ETFSUBiShares Short-Term National Muni Bond ETF$973,046$219,619 ▲29.1%9,2910.7%ETFFBNDFidelity Total Bond ETF$967,380$2,175 ▲0.2%21,3500.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$942,456$2,216 ▲0.2%9,3580.7%ETFVUGVanguard Growth ETF$861,630$2,065 ▲0.2%2,5030.6%ETFGCOWPacer Global Cash Cows Dividend ETF$788,590$2,290 ▲0.3%22,7260.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$723,266$1,865 ▲0.3%9,3050.5%ETFDHRDanaher$712,451$99,888 ▼-12.3%2,8530.5%Multi-Sector ConglomeratesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$639,808$1,487 ▲0.2%6,4540.5%ETFCALFPacer US Small Cap Cash Cows 100 ETF$633,669$3,048 ▲0.5%12,8900.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$574,226$201,502 ▼-26.0%5,2720.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$554,718$1,957 ▲0.4%9,6360.4%ManufacturingEPIWisdomTree India Earnings Fund$371,829$871 ▲0.2%8,5360.3%FinanceIJSiShares S&P Small-Cap 600 Value ETF$259,264$81,592 ▼-23.9%2,5230.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$258,582$118 ▼0.0%2,1860.2%ETFUNHUnitedHealth Group$228,380$989 ▲0.4%4620.2%MedicalGEGeneral Electric$206,791$206,791 ▲New Holding1,1780.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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