Cogent Blue Wealth Advisors, LLC Reduced Holdings in Q3 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10.6K
- 42.44%
$78.11 - $79.07 $830K - $840K
14.4K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
-1.72K
- 11.17%
$303.93 - $329.86 $523K - $568K
13.7K $4.49B
VEA
Vanguard Ftse Developed Market

ETFs
-5.15K
- 7.59%
$56.02 - $60.3 $288K - $310K
62.7K $3.75B
INFY
Infosys LTD

Technology
-2.59K
- 11.85%
$15.98 - $18.96 $41.4K - $49.1K
19.3K $314M
IBN
Icici Bank LTD

Financial Services
-561
- 2.64%
$30.23 - $34.41 $17K - $19.3K
20.7K $625M
DE
Deere & CO

Industrials
-60
- 10.02%
$457.26 - $524.37 $27.4K - $31.5K
539 $246M
UPS
United Parcel Service Inc

Industrials
-20
- 0.75%
$82.58 - $105.54 $1.65K - $2.11K
2.65K $221M
IEMG
Ishares Inc

ETFs
-3.94K
- 10.81%
N/A
32.5K $2.14B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-404
- 4.63%
$117.65 - $120.08 $47.5K - $48.5K
8.32K $994M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.37K
- 1.61%
$49.78 - $50.75 $67.9K - $69.3K
83.4K $4.22B
PG
Procter & Gamble CO

Consumer Defensive
-154
- 7.98%
$150.47 - $161.22 $23.2K - $24.8K
1.78K $273M
IBM
International Business Machines Corp

Technology
-66
- 6.24%
$234.77 - $292.47 $15.5K - $19.3K
992 $280M
WIT
Wipro LTD

Technology
-1.96K
- 13.67%
$2.63 - $3.11 $5.16K - $6.1K
12.4K $32.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-351
- 11.15%
$72.65 - $78.68 $25.5K - $27.6K
2.8K $219M
EEMV
Ishares Msci Emerging Markets

ETFs
-87
- 2.41%
$61.94 - $64.63 $5.39K - $5.62K
3.52K $225M
MA
Mastercard Inc

Financial Services
-4
- 0.57%
$550.18 - $598.96 $2.2K - $2.4K
695 $395M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-543
- 2.8%
$39.8 - $42.86 $21.6K - $23.3K
18.9K $807M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-77
- 1.03%
$37.04 - $40.86 $2.85K - $3.15K
7.38K $301M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-493
- 3.68%
$14.73 - $19.31 $7.26K - $9.52K
12.9K $249M
RY
Royal Bank Of Canada

Financial Services
-66
- 1.98%
$128.46 - $148.6 $8.48K - $9.81K
3.27K $482M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-184
- 2.73%
$79.39 - $90.39 $14.6K - $16.6K
6.55K $581M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-836
- 3.74%
$49.43 - $54.52 $41.3K - $45.6K
21.5K $1.17B
DFIV
Dimensional ETF Tr

ETFs
-28
- 0.13%
$42.66 - $46.53 $1.19K - $1.3K
21.8K $1.01B
MSFT
Microsoft Corp

Technology
-71
- 1.2%
$491.09 - $535.64 $34.9K - $38K
5.85K $3.03B
AVUV
American Centy ETF Tr Avantis

ETFs
-82
- 0.72%
$90.37 - $102.12 $7.41K - $8.37K
11.3K $1.13B
ASML
Asml Holding Nv

Technology
-10
- 1.65%
$689.63 - $968.09 $6.9K - $9.68K
595 $576M
CAMT
Camtek LTD

Technology
-2.16K
- 12.72%
$82.04 - $98.93 $177K - $214K
14.8K $1.56B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.85K
- 4.93%
$53.36 - $59.69 $259K - $290K
93.5K $5.44B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-106
- 1.26%
$224.68 - $282.71 $23.8K - $30K
8.3K $2.32B
AVDV
American Centy ETF Tr Avantis

ETFs
-6.84K
- 2.26%
$79.24 - $89.03 $542K - $609K
296K $26.4B
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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