Cooksen Wealth, LLC New Holdings in Q1 2025

Cooksen Wealth, LLC

  • $98.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
5.4K
New
$53.35 - $58.68 $288K - $317K
5.4K $316M
XOM
Exxon Mobil Corp

Energy
1.97K
New
$105.44 - $118.93 $208K - $234K
1.97K $229M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.11K
New
$57.44 - $59.4 $178K - $185K
3.11K $182M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.79K
New
$62.43 - $84.12 $174K - $234K
2.79K $176M
C
Citigroup Inc

Financial Services
2.6K
New
$67.23 - $84.63 $175K - $220K
2.6K $165M
BNDX
Vanguard Total International B

ETFs
3.11K
New
$48.33 - $49.5 $150K - $154K
3.11K $153M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
New
$126.11 - $135.06 $153K - $164K
1.21K $147M
VIG
Vanguard Dividend Appreciation

ETFs
771
New
N/A
771 $141M
JPM
Jpmorgan Chase & CO

Financial Services
643
New
$225.19 - $279.95 $145K - $180K
643 $129M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.34K
New
$27.01 - $28.54 $36.2K - $38.3K
1.34K $108M
MSFT
Microsoft Corp

Technology
229
New
$375.39 - $447.2 $86K - $102K
229 $96.3M
MS
Morgan Stanley

Financial Services
903
New
$111.68 - $141.08 $101K - $127K
903 $85M
ACWI
Ishares Msci Acwi ETF

ETFs
734
New
$115.16 - $124.13 $84.5K - $91.1K
734 $80.8M
IDV
Ishares Tr

ETFs
2.66K
New
$27.0 - $31.7 $71.9K - $84.4K
2.66K $74.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.54K
New
$25.12 - $26.05 $63.8K - $66.2K
2.54K $65.3M
SCHO
Schwab Short Term Us Treasury

ETFs
1.3K
New
$24.1 - $24.34 $31.4K - $31.7K
1.3K $62.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1K
New
$50.72 - $50.92 $50.7K - $50.9K
1K $50.7M
IRDM
Iridium Communications Inc.

Communication Services
1.8K
New
$26.87 - $32.66 $48.4K - $58.8K
1.8K $47.1M
CVX
Chevron Corp

Energy
271
New
$146.71 - $167.97 $39.8K - $45.5K
271 $42.7M
ROK
Rockwell Automation, Inc

Industrials
130
New
$255.29 - $303.75 $33.2K - $39.5K
130 $37.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
722
New
$50.39 - $50.66 $36.4K - $36.6K
722 $36.4M
AMZN
Amazon Com Inc

Consumer Cyclical
200
New
$190.26 - $242.06 $38.1K - $48.4K
200 $36.1M
SJM
J M Smucker CO

Consumer Defensive
260
New
$100.41 - $118.41 $26.1K - $30.8K
260 $32.7M
COP
Conocophillips

Energy
233
New
$88.6 - $105.85 $20.6K - $24.7K
233 $29.7M
IYC
Ishares U.S. Consumer Discreti

ETFs
341
New
$85.71 - $101.2 $29.2K - $34.5K
341 $28M
Mach Natural Resources LP Com Unit LTD Par
1.41K
New
N/A
1.41K $27.1M
LNG
Cheniere Energy, Inc.

Energy
165
New
$209.32 - $253.66 $34.5K - $41.9K
165 $26.6M
GOOGL
Alphabet Inc.

Communication Services
160
New
$154.33 - $206.19 $24.7K - $33K
160 $24.1M
ACN
Accenture PLC

Technology
66
New
$300.91 - $398.25 $19.9K - $26.3K
66 $22.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
New
$442.66 - $534.52 $22.6K - $27.3K
51 $21.4M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
404
New
$46.83 - $56.05 $18.9K - $22.6K
404 $20.6M
META
Meta Platforms, Inc.

Communication Services
40
New
$576.36 - $736.67 $23.1K - $29.5K
40 $19.4M
COST
Costco Wholesale Corp

Consumer Defensive
25
New
$890.62 - $1076.86 $22.3K - $26.9K
25 $18.3M
VTI
Vanguard Total Stock Market Et

ETFs
66
New
$271.18 - $303.12 $17.9K - $20K
66 $17.2M
FSK
Fs Kkr Capital Corp

Financial Services
701
New
$20.47 - $24.06 $14.3K - $16.9K
701 $13.4M
Annaly Capital Management Inc Com New
614
New
N/A
614 $12.1M
AGNC
Agnc Investment Corp.

Real Estate
1.19K
New
$9.12 - $10.54 $10.9K - $12.5K
1.19K $11.8M
GTO
Invesco Actively Managed ETF T

ETFs
224
New
$45.9 - $47.37 $10.3K - $10.6K
224 $10.5M
CSCO
Cisco Systems, Inc.

Technology
200
New
$58.74 - $64.87 $11.7K - $13K
200 $9.98M
VDE
Vanguard Energy ETF

ETFs
71
New
$119.14 - $132.76 $8.46K - $9.43K
71 $9.35M
MBB
Ishares Tr

ETFs
98
New
$90.37 - $94.08 $8.86K - $9.22K
98 $9.06M
TSLA
Tesla, Inc.

Consumer Cyclical
44
New
$222.15 - $428.22 $9.77K - $18.8K
44 $7.74M
ACES
Alps ETF Tr Clean Energy ETF

ETFs
223
New
$22.73 - $28.09 $5.07K - $6.26K
223 $6.62M
LUV
Southwest Airlines CO

Industrials
200
New
$28.18 - $34.84 $5.64K - $6.97K
200 $5.84M
INTU
Intuit Inc

Technology
8
New
$555.63 - $630.23 $4.45K - $5.04K
8 $5.2M
LRCX
Lam Research Corp

Technology
5
New
$72.44 - $89.02 $362 - $445
5 $4.86M
VZ
Verizon Communications Inc

Communication Services
81
New
$37.81 - $46.49 $3.06K - $3.77K
81 $3.41M
MDT
Medtronic PLC

Healthcare
33
New
$79.84 - $94.5 $2.63K - $3.12K
33 $2.88M
EEM
Ishares Msci Emerging Markets

ETFs
4
New
$40.81 - $45.34 $163 - $181
4 $164K
Activity Summary
Buys All Purchases 62 New Holdings 51 Increased Positions 11 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cooksen Wealth, LLC Portfolio

Follow Cooksen Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooksen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cooksen Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email