Cogent Blue Wealth Advisors, LLC Purchases in Q4 2024

Cogent Blue Wealth Advisors, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
311K
New
$63.85 - $70.4 $19.9M - $21.9M
311K $20.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
62.4K
New
$124.26 - $134.12 $7.76M - $8.38M
62.4K $8.03B
DUHP
Dimensional ETF Tr Dimensional

ETFs
225K
New
$33.62 - $35.69 $7.57M - $8.03M
225K $7.61B
VGIT
Vanguard Intermediate Term Tre

ETFs
127K
New
$57.78 - $60.4 $7.32M - $7.66M
127K $7.35B
IDEV
Ishares Core Msci Intl Develop

ETFs
91.4K
New
$64.18 - $70.42 $5.86M - $6.43M
91.4K $5.89B
DFAT
Dimensional ETF Tr U S Target

ETFs
96.6K
New
$54.54 - $61.04 $5.27M - $5.9M
96.6K $5.38B
DIHP
Dimensional ETF Tr Dimensional

ETFs
211K
New
$25.15 - $27.57 $5.31M - $5.83M
211K $5.33B
MSFT
Microsoft Corp

Technology
12.3K
New
$406.35 - $454.46 $5.02M - $5.61M
12.3K $5.2B
VTI
Vanguard Total Stock Market Et

ETFs
14.8K
New
$280.04 - $302.45 $4.14M - $4.47M
14.8K $4.28B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
75.5K
New
$48.33 - $49.08 $3.65M - $3.71M
75.5K $3.66B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
34.8K
New
$77.02 - $78.58 $2.68M - $2.73M
34.8K $2.69B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
91.9K
New
$26.16 - $28.82 $2.4M - $2.65M
91.9K $2.41B
Ea Series Trust
102K
New
N/A
102K $2.22B
IEMG
Ishares Inc

ETFs
41.8K
New
N/A
41.8K $2.18B
AAPL
Apple Inc.

Technology
8.13K
New
$221.69 - $259.02 $1.8M - $2.11M
8.13K $2.04B
EFV
Msci Eafe Value ETF

ETFs
36K
New
$51.78 - $57.15 $1.87M - $2.06M
36K $1.89B
DFSD
Dimensional ETF Tr Short Durat

ETFs
37.7K
New
$46.75 - $47.8 $1.76M - $1.8M
37.7K $1.77B
NVDA
Nvidia Corp

Technology
12.4K
New
$117.0 - $148.88 $1.45M - $1.84M
12.4K $1.66B
TJX
Tjx Companies Inc

Consumer Cyclical
12.9K
New
$112.15 - $127.2 $1.45M - $1.64M
12.9K $1.56B
CAMT
Camtek LTD

Technology
17K
New
$71.12 - $87.61 $1.21M - $1.49M
17K $1.37B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
27K
New
$47.65 - $48.6 $1.29M - $1.31M
27K $1.29B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.29K
New
$115.08 - $119.55 $1.07M - $1.11M
9.29K $1.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.8K
New
$44.04 - $49.49 $1M - $1.13M
22.8K $1B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.75K
New
$172.07 - $207.36 $818K - $985K
4.75K $938M
AMZN
Amazon Com Inc

Consumer Cyclical
4.17K
New
$180.88 - $232.93 $754K - $971K
4.17K $914M
DFIV
Dimensional ETF Tr

ETFs
24.4K
New
$34.86 - $37.97 $852K - $928K
24.4K $867M
AVUV
American Centy ETF Tr Avantis

ETFs
8.76K
New
$94.37 - $106.41 $826K - $932K
8.76K $845M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.73K
New
$84.34 - $95.14 $736K - $830K
8.73K $761M
ETN
Eaton Corp PLC

Industrials
2.02K
New
$326.96 - $377.52 $660K - $762K
2.02K $670M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.5K
New
$34.13 - $37.35 $665K - $728K
19.5K $665M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
23.5K
New
$27.8 - $29.05 $652K - $681K
23.5K $654M
META
Meta Platforms, Inc.

Communication Services
1.07K
New
$554.08 - $632.68 $591K - $675K
1.07K $625M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.7K
New
$33.92 - $36.6 $568K - $613K
16.7K $579M
LHX
L3 Harris Technologies, Inc.

Industrials
2.38K
New
$208.94 - $264.22 $498K - $629K
2.38K $501M
GOOGL
Alphabet Inc.

Communication Services
2.34K
New
$161.86 - $196.66 $379K - $460K
2.34K $443M
EEM
Ishares Msci Emerging Markets

ETFs
10.1K
New
$41.82 - $47.36 $421K - $477K
10.1K $421M
GOOG
Alphabet Inc.

Communication Services
1.93K
New
$163.08 - $198.16 $315K - $382K
1.93K $367M
UPS
United Parcel Service Inc

Industrials
2.58K
New
$122.65 - $138.35 $317K - $357K
2.58K $326M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.51K
New
$201.32 - $217.44 $305K - $329K
1.51K $313M
IBN
Icici Bank LTD

Financial Services
9.8K
New
$28.69 - $31.9 $281K - $313K
9.8K $293M
INFY
Infosys LTD

Technology
12.4K
New
$20.71 - $23.42 $256K - $289K
12.4K $271M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
5.07K
New
$52.19 - $52.87 $265K - $268K
5.07K $265M
SHW
Sherwin Williams CO

Basic Materials
753
New
$338.75 - $399.71 $255K - $301K
753 $256M
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
New
$205.18 - $250.29 $213K - $260K
1.04K $249M
ASML
Asml Holding Nv

Technology
354
New
$658.43 - $872.27 $233K - $309K
354 $245M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.68K
New
$31.92 - $36.14 $245K - $277K
7.68K $245M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.24K
New
$104.59 - $118.05 $234K - $265K
2.24K $244M
HDB
Hdfc Bank LTD

Financial Services
3.66K
New
$59.45 - $68.01 $218K - $249K
3.66K $234M
DE
Deere & CO

Industrials
534
New
$389.45 - $466.0 $208K - $249K
534 $226M
Activity Summary
Buys All Purchases 60 New Holdings 60 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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