• 13F History

Cornerstone Financial Group, LLC /NE/

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$101M
Signature - Title
Spencer Schwarting - Partner, Senior Financial Planner
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Financial Group, LLC /NE/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Financial Group, LLC /NE/ reported 67 stock holdings with total value $101M as of Q4 2024. Top holdings included DFUS, SPTM, STIP, QQQM, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 67 $101M $0 $0 DFUS, SPTM, STIP, QQQM, VGSH 13F-HR 2/14/2025, 04:16 PM