Cook Wealth Management Group LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $55.6M, Ishares U.S. Treasury Bond ETF with a value of $18.3M, Ishares Msci Usa Quality Facto with a value of $14.4M, Ishares Msci Intl Quality Fact with a value of $14.2M, and Dimensional ETF Tr U S Target with a value of $12.2M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $182M to 197M.
Cook Wealth Management Group LLC is based out at Raleigh, NC
Below you can find more details about Cook Wealth Management Group LLC portfolio as well as his latest detailed transactions.
