Cogent Blue Wealth Advisors, LLC Portfolio Holdings
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 2025
Cogent Blue Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 67 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 $21.6B, Vanguard Intermediate Term Tre with a value of $7.62B, Dimensional ETF Tr Dimensional with a value of $7.57B, Ishares Core S&P Total U.S. St with a value of $7.36B, and Ishares Core Msci Intl Develop with a value of $6.27B.
Examining the 13F form we can see an increase of $328M in the current position value, from $114B to 114B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|