Cooksen Wealth, LLC Portfolio Holdings

Cooksen Wealth, LLC

  • $107 Billion
  • Q3 2024

Cooksen Wealth, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $16.6B, Technology Sector Spdr with a value of $10.7B, Vanguard Value ETF with a value of $10.2B, Financial Sector Spdr with a value of $4.31B, and Select Sector Spdr Consumer Di with a value of $4.23B.

Examining the 13F form we can see an increase of $7.86B in the current position value, from $99.1B to 107B.

Cooksen Wealth, LLC is based out at The Woodlands, TX

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

Portfolio value $107 Billion
ETFs: $104 Billion
Energy: $1.6 Billion
Technology: $855 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$855 Million 0.8% of portfolio
3,668
Q4 2023 New
$497B
$222 Million 0.21% of portfolio
1,893
Q2 2024 Reduced 3.81%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $107 Billion
  • Prior Value $99.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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