Cogent Blue Wealth Advisors, LLC Incresed Positions in Q3 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.08K
+ 29.77%
$202.38 - $256.87 $624K - $791K
13.4K $3.42B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.7K
+ 31.65%
$47.86 - $48.43 $1.04M - $1.05M
90.3K $4.35B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.03K
+ 5.36%
$135.0 - $146.02 $409K - $442K
59.5K $8.67B
Ea Series Trust
27.3K
+ 19.87%
N/A
165K $3.73B
NVDA
Nvidia Corp

Technology
825
+ 4.01%
$153.3 - $186.58 $126K - $154K
21.4K $3.99B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.1K
+ 12.4%
$29.55 - $32.52 $357K - $393K
110K $3.52B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.18K
+ 6.08%
$58.97 - $60.36 $542K - $554K
160K $9.62B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28
+ 0.01%
$35.76 - $37.93 $1K - $1.06K
226K $8.54B
IDEV
Ishares Core Msci Intl Develop

ETFs
516
+ 0.62%
$74.68 - $80.26 $38.5K - $41.4K
84.2K $6.75B
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 0.36%
$121.35 - $144.54 $5.82K - $6.94K
13.4K $1.93B
DIHP
Dimensional ETF Tr Dimensional

ETFs
87
+ 0.04%
$28.69 - $30.59 $2.5K - $2.66K
218K $6.62B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.12K
+ 13.69%
$47.18 - $48.17 $147K - $150K
25.9K $1.24B
ORCL
Oracle Corp

Technology
127
+ 8.56%
$218.96 - $328.33 $27.8K - $41.7K
1.61K $453M
HOOD
Robinhood Markets, Inc.

Technology
87
+ 3.78%
$91.27 - $143.18 $7.94K - $12.5K
2.39K $342M
HD
Home Depot, Inc.

Consumer Cyclical
170
+ 25.37%
$357.4 - $423.42 $60.8K - $72K
840 $340M
UMC
United Microelectronics Corp

Technology
9.38K
+ 90.41%
$6.58 - $7.86 $61.7K - $73.7K
19.7K $150M
SAN
Banco Santander, S.A.

Financial Services
2.08K
+ 10.52%
$8.27 - $10.48 $17.2K - $21.8K
21.8K $229M
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 2.76%
$282.78 - $316.06 $14.4K - $16.1K
1.9K $598M
SONY
Sony Group Corp

Technology
570
+ 4.57%
$23.92 - $30.07 $13.6K - $17.1K
13K $376M
ETN
Eaton Corp PLC

Industrials
11
+ 0.52%
$342.99 - $392.76 $3.77K - $4.32K
2.12K $795M
BAC
Bank Of America Corp

Financial Services
378
+ 8.5%
$44.92 - $52.42 $17K - $19.8K
4.82K $249M
WMT
Walmart Inc.

Consumer Defensive
100
+ 2.86%
$94.4 - $104.27 $9.44K - $10.4K
3.59K $370M
MFG
Mizuho Financial Group Inc

Financial Services
600
+ 3.72%
$5.42 - $6.85 $3.25K - $4.11K
16.7K $112M
V
Visa Inc.

Financial Services
82
+ 6.5%
$332.09 - $358.86 $27.2K - $29.4K
1.34K $458M
SHW
Sherwin Williams CO

Basic Materials
20
+ 2.42%
$330.88 - $375.23 $6.62K - $7.5K
848 $294M
NFLX
Netflix Inc

Communication Services
7
+ 3.54%
$1147.87 - $1297.18 $8.04K - $9.08K
205 $246M
HDB
Hdfc Bank LTD

Financial Services
8K
+ 97.1%
$34.14 - $78.94 $273K - $631K
16.2K $554M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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