Cogent Blue Wealth Advisors, LLC Incresed Positions in Q2 2025

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
8.46K
+ 69.94%
$94.31 - $157.99 $798K - $1.34M
20.6K $3.25B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.8K
+ 17.8%
$58.63 - $59.9 $1.34M - $1.37M
151K $9.04B
DFSD
Dimensional ETF Tr Short Durat

ETFs
27.6K
+ 67.42%
$47.09 - $48.01 $1.3M - $1.33M
68.6K $3.29B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.05K
+ 32.24%
$141.37 - $228.57 $290K - $468K
8.41K $1.9B
VEA
Vanguard Ftse Developed Market

ETFs
6.45K
+ 10.5%
$45.65 - $57.01 $294K - $367K
67.8K $3.87B
Ea Series Trust
24.6K
+ 21.75%
N/A
138K $2.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.65K
+ 7.25%
$44.8 - $53.97 $298K - $359K
98.4K $5.31B
VTI
Vanguard Total Stock Market Et

ETFs
171
+ 1.12%
$243.75 - $303.93 $41.7K - $52K
15.4K $4.68B
AVUV
American Centy ETF Tr Avantis

ETFs
4.71K
+ 70.21%
$75.17 - $91.21 $354K - $430K
11.4K $1.04B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.45K
+ 9.64%
$49.57 - $50.27 $369K - $375K
84.7K $4.26B
ASML
Asml Holding Nv

Technology
243
+ 67.13%
$595.37 - $815.24 $145K - $198K
605 $485M
AVEM
American Centy ETF Tr Avantis

ETFs
2.64K
+ 47.75%
$53.08 - $68.54 $140K - $181K
8.16K $559M
ETN
Eaton Corp PLC

Industrials
71
+ 3.48%
$246.52 - $356.99 $17.5K - $25.3K
2.11K $754M
IBN
Icici Bank LTD

Financial Services
4.12K
+ 24.05%
$30.16 - $34.39 $124K - $142K
21.2K $715M
HDB
Hdfc Bank LTD

Financial Services
1.34K
+ 19.37%
$63.78 - $77.48 $85.2K - $104K
8.23K $631M
RY
Royal Bank Of Canada

Financial Services
844
+ 33.81%
$108.36 - $131.55 $91.5K - $111K
3.34K $439M
AVGO
Broadcom Inc.

Technology
94
+ 7.81%
$146.29 - $275.65 $13.8K - $25.9K
1.3K $358M
INFY
Infosys LTD

Technology
7.82K
+ 55.58%
$16.14 - $18.75 $126K - $147K
21.9K $405M
JPM
Jpmorgan Chase & CO

Financial Services
213
+ 13.04%
$210.28 - $289.91 $44.8K - $61.8K
1.85K $535M
IBM
International Business Machines Corp

Technology
170
+ 19.14%
$221.03 - $294.78 $37.6K - $50.1K
1.06K $312M
MA
Mastercard Inc

Financial Services
89
+ 14.59%
$479.92 - $590.74 $42.7K - $52.6K
699 $393M
PG
Procter & Gamble CO

Consumer Defensive
411
+ 27.04%
$157.66 - $172.39 $64.8K - $70.9K
1.93K $308M
SAN
Banco Santander, S.A.

Financial Services
2.32K
+ 13.29%
$5.72 - $8.32 $13.2K - $19.3K
19.7K $164M
WMT
Walmart Inc.

Consumer Defensive
85
+ 2.49%
$81.79 - $99.98 $6.95K - $8.5K
3.49K $342M
KR
Kroger CO

Consumer Defensive
366
+ 9.2%
$64.62 - $74.0 $23.7K - $27.1K
4.35K $312M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
568
+ 4.42%
$11.9 - $15.57 $6.76K - $8.84K
13.4K $206M
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 0.49%
$119.13 - $135.03 $7.74K - $8.78K
13.3K $1.65B
V
Visa Inc.

Financial Services
60
+ 5.0%
$308.27 - $373.31 $18.5K - $22.4K
1.26K $448M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22
+ 0.7%
$58.41 - $72.69 $1.29K - $1.6K
3.15K $229M
SONY
Sony Group Corp

Technology
361
+ 2.98%
$21.24 - $26.88 $7.67K - $9.7K
12.5K $325M
WIT
Wipro LTD

Technology
2.33K
+ 19.41%
$2.7 - $3.09 $6.3K - $7.21K
14.3K $43.3M
MFG
Mizuho Financial Group Inc

Financial Services
925
+ 6.08%
$4.25 - $5.66 $3.93K - $5.24K
16.1K $89.8M
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.12%
$313.51 - $363.51 $314 - $364
828 $284M
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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