Cooksen Wealth, LLC Portfolio Holdings by Sector
Cooksen Wealth, LLC
- $107 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF XLK VTV XLF XLY XLV VGK VWO 40 stocks |
$101 Million
95.45% of portfolio
|
  15  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$2.38 Million
2.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.37 Million
1.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$854,644
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$221,897
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|