Cooksen Wealth, LLC Portfolio Holdings by Sector
Cooksen Wealth, LLC
- $96.1 Billion
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF VTV XLK XLV XLF VGK XLY VWO 41 stocks |
$92.1 Million
95.79% of portfolio
|
24
|
9
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$2.15 Million
2.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.04 Million
1.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$628,989
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$228,760
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|