Cooksen Wealth, LLC Portfolio Holdings

Cooksen Wealth, LLC

  • $124 Billion
  • Q2 2025

Cooksen Wealth, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 90 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 $19.8B, Technology Sector Spdr with a value of $14.1B, Vanguard Value ETF with a value of $11.5B, Financial Sector Spdr with a value of $5.2B, and Select Sector Spdr Consumer Di with a value of $5.04B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $98.6B to 124B.

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 $124 Billion
ETFs: $120 Billion
Energy: $1.94 Billion
Technology: $1.06 Billion
Financial Services: $335 Million
Consumer Cyclical: $78 Million
Communication Services: $55.7 Million
Industrials: $37.9 Million
Consumer Defensive: $20.3 Million
Other: $5.96 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $124 Billion
  • Prior Value $98.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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