$113 Million is the total value of Cosner Financial Group, LLC's 23 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USIG | New | ISHARES TRusd inv grde etf | $10,997,839 | – | 228,788 | +100.0% | 9.69% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $575,506 | – | 15,656 | +100.0% | 0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q2 2024 | 13.2% |
| ISHARES TR | 5 | Q2 2024 | 13.0% |
| ISHARES TR | 5 | Q2 2024 | 10.0% |
| ISHARES TR | 5 | Q2 2024 | 8.6% |
| ISHARES TR | 5 | Q2 2024 | 8.7% |
| ISHARES TR | 5 | Q2 2024 | 6.2% |
| ISHARES TR | 5 | Q2 2024 | 5.9% |
| ISHARES TR | 5 | Q2 2024 | 8.2% |
| ISHARES TR | 5 | Q2 2024 | 14.2% |
| ISHARES TR | 5 | Q2 2024 | 4.0% |
View Cosner Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
View Cosner Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.