Cogent Blue Wealth Advisors, LLC Incresed Positions in Q1 2025

Cogent Blue Wealth Advisors, LLC

  • $114 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.55K
+ 55.99%
$209.68 - $247.1 $954K - $1.12M
12.7K $2.82B
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.61K
+ 3.6%
$25.1 - $27.85 $191K - $212K
219K $5.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.54K
+ 1.22%
$57.44 - $59.4 $88.5K - $91.5K
128K $7.62B
IBN
Icici Bank LTD

Financial Services
7.33K
+ 74.71%
$27.55 - $31.67 $202K - $232K
17.1K $540M
HDB
Hdfc Bank LTD

Financial Services
3.24K
+ 88.52%
$58.06 - $66.85 $188K - $217K
6.9K $458M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.69K
+ 17.38%
$47.35 - $48.24 $222K - $226K
31.7K $1.51B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.76K
+ 2.33%
$48.43 - $49.9 $85.2K - $87.8K
77.3K $3.86B
V
Visa Inc.

Financial Services
486
+ 67.97%
$306.92 - $362.71 $149K - $176K
1.2K $421M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.28K
+ 8.7%
$46.74 - $47.55 $153K - $156K
41K $1.95B
JPM
Jpmorgan Chase & CO

Financial Services
594
+ 57.17%
$225.19 - $279.95 $134K - $166K
1.63K $401M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.6K
+ 33.75%
$165.25 - $224.62 $265K - $360K
6.36K $1.06B
AVEM
American Centy ETF Tr Avantis

ETFs
1.75K
+ 46.3%
$57.11 - $62.4 $99.8K - $109K
5.52K $332M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.65K
+ 2.89%
$25.35 - $27.46 $67.3K - $72.9K
94.6K $2.5B
RY
Royal Bank Of Canada

Financial Services
827
+ 49.55%
$108.81 - $123.4 $90K - $102K
2.5K $281M
DE
Deere & CO

Industrials
96
+ 17.98%
$408.57 - $509.27 $39.2K - $48.9K
630 $296M
SAN
Banco Santander, S.A.

Financial Services
6.37K
+ 57.6%
$4.46 - $7.14 $28.4K - $45.5K
17.4K $117M
KR
Kroger CO

Consumer Defensive
645
+ 19.34%
$58.36 - $67.72 $37.6K - $43.7K
3.98K $269M
TJX
Tjx Companies Inc

Consumer Cyclical
333
+ 2.58%
$112.81 - $126.16 $37.6K - $42K
13.3K $1.61B
MFG
Mizuho Financial Group Inc

Financial Services
4.97K
+ 48.5%
$4.83 - $6.04 $24K - $30K
15.2K $83.9M
SHW
Sherwin Williams CO

Basic Materials
74
+ 9.83%
$330.16 - $365.55 $24.4K - $27.1K
827 $289M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
124
+ 4.13%
$64.88 - $72.1 $8.05K - $8.94K
3.13K $206M
ASML
Asml Holding Nv

Technology
8
+ 2.26%
$662.63 - $776.99 $5.3K - $6.22K
362 $240M
UPS
United Parcel Service Inc

Industrials
326
+ 12.62%
$109.66 - $136.26 $35.7K - $44.4K
2.91K $320M
INFY
Infosys LTD

Technology
1.7K
+ 13.75%
$18.06 - $22.89 $30.7K - $38.9K
14.1K $257M
AVGO
Broadcom Inc.

Technology
251
+ 26.34%
$167.43 - $244.7 $42K - $61.4K
1.2K $202M
Ea Series Trust
10.5K
+ 10.29%
N/A
113K $2.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1
+ 0.01%
$32.42 - $36.13 $32.4 - $36.1
16.7K $552M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.24K
+ 1.44%
$32.57 - $35.82 $105K - $116K
228K $7.57B
VTI
Vanguard Total Stock Market Et

ETFs
456
+ 3.08%
$271.18 - $303.12 $124K - $138K
15.2K $4.19B
ETN
Eaton Corp PLC

Industrials
23
+ 1.14%
$271.83 - $371.23 $6.25K - $8.54K
2.04K $555M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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