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 $196.0M. In the most recent quarter, they have increased their positions in SPMO (+7.3K shares, valued at $876.9K), USIG (+11.1K shares, valued at $572.9K), AGG (+5.4K shares, valued at $536.6K); decreased their positions in IUSG (-1.3K shares, valued at $224.4K), IJJ (-1.4K shares, valued at $181.3K), SLQD (-2.2K shares, valued at $110.5K); initiated new positions in SPMO (+7.3K shares, valued at $876.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR147.5K shares0.45%2025-12-312026-01-30
IMCG ISHARES TR270.4K shares0.69%2025-12-312026-01-30 USIG ISHARES TR358.6K shares3.18%2025-12-312026-01-30 IVE ISHARES TR86.7K shares2.96%2025-12-312026-01-30 IVV ISHARES TR21.1K shares-0.60%2025-12-312026-01-30 IUSV ISHARES TR139.5K shares0.62%2025-12-312026-01-30 IWY ISHARES TR51.2K shares0.96%2025-12-312026-01-30 IUSG ISHARES TR76.8K shares-1.71%2025-12-312026-01-30 AGG ISHARES TR107.0K shares5.29%2025-12-312026-01-30 IVW ISHARES TR75.6K shares5.60%2025-12-312026-01-30 IGLB ISHARES TR149.5K shares2.64%2025-12-312026-01-30 IDEV ISHARES TR62.9K shares10.16%2025-12-312026-01-30 CVX CHEVRON CORP NEW24.9K shares0.00%2025-12-312026-01-30 IJH ISHARES TR40.0K shares16.45%2025-12-312026-01-30 IWM ISHARES TR10.7K shares12.03%2025-12-312026-01-30 LQD ISHARES TR15.9K shares-4.77%2025-12-312026-01-30 GOVT ISHARES TR72.3K shares-3.38%2025-12-312026-01-30 SLQD ISHARES TR32.6K shares-6.27%2025-12-312026-01-30 VUG VANGUARD INDEX FDS3.3K shares-0.60%2025-12-312026-01-30 IEF ISHARES TR12.2K shares-0.78%2025-12-312026-01-30 IJR ISHARES TR9.0K shares-0.89%2025-12-312026-01-30 SUB ISHARES TR9.9K shares-1.04%2025-12-312026-01-30 FBND FIDELITY MERRIMACK STR TR21.3K shares2.05%2025-12-312026-01-30 GCOW PACER FDS TR21.9K shares0.04%2025-12-312026-01-30 SPMO INVESCO EXCH TRADED FD TR II7.3K sharesnew addition2025-12-312026-01-30 HYG ISHARES TR9.2K shares1.64%2025-12-312026-01-30 EMXC ISHARES INC9.5K shares-0.10%2025-12-312026-01-30 JPME J P MORGAN EXCHANGE TRADED F6.2K shares0.15%2025-12-312026-01-30 DHR DANAHER CORPORATION2.8K shares-1.58%2025-12-312026-01-30 EPI WISDOMTREE TR8.1K shares0.00%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE1.2K shares0.00%2025-12-312026-01-30 NEM NEWMONT CORP3.5K shares0.23%2025-12-312026-01-30 IJJ ISHARES TR2.1K shares-39.48%2025-12-312026-01-30 WMT WALMART INC2.5K shares-0.16%2025-12-312026-01-30 IJS ISHARES TR2.2K shares0.00%2025-12-312026-01-30 V VISA INC640 shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available