Cogent Blue Wealth Advisors, LLC Sells in Q2 2025

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.33K
- 18.38%
$172.42 - $223.89 $402K - $522K
10.3K $2.12B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.56K
- 25.48%
$77.74 - $78.78 $665K - $674K
25K $1.97B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-8.93K
- 28.17%
$46.77 - $47.89 $418K - $428K
22.8K $1.08B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-6.99K
- 29.78%
$28.21 - $28.85 $197K - $202K
16.5K $474M
UMC
United Microelectronics Corp

Technology
-10.4K
- 50.04%
$6.12 - $8.32 $63.6K - $86.4K
10.4K $79.3M
UPS
United Parcel Service Inc

Industrials
-244
- 8.39%
$91.92 - $110.2 $22.4K - $26.9K
2.67K $269M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-467
- 5.08%
$116.93 - $119.39 $54.6K - $55.8K
8.72K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
-112
- 14.32%
$335.24 - $380.78 $37.5K - $42.6K
670 $246M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-571
- 7.82%
$67.03 - $80.35 $38.3K - $45.9K
6.73K $537M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-81
- 3.63%
$83.54 - $100.04 $6.77K - $8.1K
2.15K $214M
DE
Deere & CO

Industrials
-31
- 4.92%
$412.99 - $531.48 $12.8K - $16.5K
599 $305M
EEMV
Ishares Msci Emerging Markets

ETFs
-2
- 0.06%
$54.12 - $62.8 $108 - $126
3.61K $227M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-219
- 2.85%
$29.41 - $37.21 $6.44K - $8.15K
7.46K $277M
EEM
Ishares Msci Emerging Markets

ETFs
-20
- 0.2%
$38.52 - $48.28 $770 - $966
10K $485M
DFIV
Dimensional ETF Tr

ETFs
-676
- 3.0%
$34.67 - $43.21 $23.4K - $29.2K
21.8K $935M
EFV
Msci Eafe Value ETF

ETFs
-1.6K
- 4.44%
$52.4 - $64.65 $83.8K - $103K
34.4K $2.19B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-100
- 0.51%
$32.66 - $40.75 $3.27K - $4.08K
19.4K $785M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-326
- 1.44%
$39.89 - $49.46 $13K - $16.1K
22.3K $1.11B
IDEV
Ishares Core Msci Intl Develop

ETFs
-7.25K
- 7.97%
$61.79 - $76.67 $448K - $555K
83.7K $6.36B
IEMG
Ishares Inc

ETFs
-2.2K
- 5.69%
N/A
36.5K $2.19B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.84K
- 6.36%
$108.12 - $135.04 $415K - $519K
56.5K $7.63B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.25K
- 0.99%
$29.36 - $35.56 $66K - $80K
226K $8.04B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.3K
- 0.59%
$24.32 - $29.74 $31.5K - $38.6K
218K $6.42B
MSFT
Microsoft Corp

Technology
-180
- 2.95%
$354.56 - $497.45 $63.8K - $89.5K
5.92K $2.95B
AVDV
American Centy ETF Tr Avantis

ETFs
-7.27K
- 2.34%
$61.76 - $79.32 $449K - $576K
303K $24B
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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