Cosner Financial Group, LLC Top Holdings and 13F Report (2025) About Cosner Financial Group, LLCInvestment ActivityCosner Financial Group, LLC has $163.53 million in total holdings as of March 31, 2025.Cosner Financial Group, LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.61% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Cosner Financial Group, LLC has purchased 37 new stocks and bought additional shares in 21 stocks.Cosner Financial Group, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Morningstar Mid-Cap Growth ETF $19,701,590iShares Core S&P Total U.S. Stock Market ETF $19,038,737iShares Broad USD Investment Grade Corporate Bond ETF $15,023,510iShares S&P 500 Value ETF $14,610,503iShares Core S&P U.S. Value ETF $13,317,589 Largest New Holdings this Quarter 464287804 - iShares Core S&P Small-Cap ETF $961,367 Holding369604301 - GE Aerospace $233,618 Holding Largest Purchases this Quarter iShares Broad USD Investment Grade Corporate Bond ETF 61,079 shares (about $3.12M)iShares S&P 500 Value ETF 8,561 shares (about $1.63M)iShares Morningstar Mid-Cap Growth ETF 22,245 shares (about $1.59M)iShares Core S&P 500 ETF 2,806 shares (about $1.58M)iShares iBoxx $ Investment Grade Corporate Bond ETF 11,586 shares (about $1.26M) Largest Sales this Quarter AMERICAN HEALTHCARE REIT INC 4,623 shares (about $140.08K)iShares 7-10 Year Treasury Bond ETF 344 shares (about $32.81K)JPMorgan Diversified Return U.S. Mid Cap Equity ETF 77 shares (about $7.74K)Pacer Global Cash Cows Dividend ETF 204 shares (about $7.54K)iShares 0-3 Month Treasury Bond ETF 38 shares (about $3.83K) 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 PortfolioSectorIMCGiShares Morningstar Mid-Cap Growth ETF$19,701,590$1,588,959 ▲8.8%275,81712.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$19,038,737$236,700 ▲1.3%156,04211.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$15,023,510$3,119,918 ▲26.2%294,1179.2%ManufacturingIVEiShares S&P 500 Value ETF$14,610,503$1,631,563 ▲12.6%76,6638.9%ETFIUSViShares Core S&P U.S. Value ETF$13,317,589$199,807 ▲1.5%144,3028.1%ManufacturingIWYiShares Russell Top 200 Growth ETF$11,779,151$115,807 ▲1.0%55,8417.2%ETFIVViShares Core S&P 500 ETF$11,711,176$1,576,699 ▲15.6%20,8427.2%ETFIUSGiShares Core S&P U.S. Growth ETF$10,191,733$1,237,765 ▲13.8%80,1996.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$7,819,626$454,636 ▲6.2%79,0504.8%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$5,948,146$403,297 ▲7.3%118,4183.6%ETFIVWiShares S&P 500 Growth ETF$5,730,113$86,982 ▲1.5%61,7273.5%ETFCVXChevron$4,172,7140.0%24,9432.6%EnergyIDEViShares Core MSCI International Developed Markets ETF$3,203,109$51,667 ▲1.6%46,4962.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,829,361$1,259,282 ▲220.9%16,8311.1%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,746,928$3,922 ▲0.2%34,7441.1%ManufacturingGOVTiShares U.S. Treasury Bond ETF$1,720,243$426,372 ▲33.0%74,8421.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,569,965$26,316 ▲1.7%26,9061.0%ETFAMERICAN HEALTHCARE REIT INC$1,534,786$140,077 ▼-8.4%50,6530.9%COM SHSIWMiShares Russell 2000 ETF$1,533,300$25,934 ▲1.7%7,6860.9%FinanceVUGVanguard Growth ETF$1,243,636$336,308 ▲37.1%3,3540.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,194,043$32,808 ▼-2.7%12,5200.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,053,571$98,419 ▲10.3%9,9770.6%ETFIJRiShares Core S&P Small-Cap ETF$961,367$961,367 ▲New Holding9,1220.6%ETFFBNDFidelity Total Bond ETF$952,726$2,602 ▼-0.3%20,8700.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$917,854$3,826 ▼-0.4%9,1170.6%ETFGCOWPacer Global Cash Cows Dividend ETF$814,230$7,544 ▼-0.9%22,0180.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$718,693$3,156 ▼-0.4%9,1100.4%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$625,817$7,744 ▼-1.2%6,2230.4%ETFDHRDanaher$584,8650.0%2,8530.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$528,377$2,424 ▼-0.5%9,5910.3%ManufacturingEPIWisdomTree India Earnings Fund$358,221$3,060 ▼-0.8%8,1950.2%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$257,5390.0%2,1510.2%ETFUNHUnitedHealth Group$245,763$1,048 ▲0.4%4690.2%MedicalGEGE Aerospace$233,618$233,618 ▲New Holding1,0190.1%IndustrialsVVisa$224,2940.0%6400.1%Business ServicesWMTWalmart$218,422$351 ▲0.2%2,4880.1%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$216,698$1,950 ▼-0.9%2,2230.1%ETFMUBiShares National Muni Bond ETF$0$2,733,434 ▼-100.0%00.0%ETFCALFPacer US Small Cap Cash Cows ETF$0$1,072,379 ▼-100.0%00.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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