Cogent Blue Wealth Advisors, LLC Portfolio Holdings

Cogent Blue Wealth Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $20.2B, Ishares Core S&P Total U.S. St with a value of $8.03B, Dimensional ETF Tr Dimensional with a value of $7.61B, Vanguard Intermediate Term Tre with a value of $7.35B, and Ishares Core Msci Intl Develop with a value of $5.89B.

Examining the 13F form we can see an increase of $114B in the current position value.

Cogent Blue Wealth Advisors, LLC is based out at Knoxville, TN

Below you can find more details about Cogent Blue Wealth Advisors, LLC portfolio as well as his latest detailed transactions.