Cooksen Wealth, LLC Portfolio Holdings

Cooksen Wealth, LLC

  • $109 Billion
  • Q4 2024

Cooksen Wealth, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 44 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 $17.8B, Technology Sector Spdr with a value of $11.4B, Vanguard Value ETF with a value of $10.2B, Select Sector Spdr Consumer Di with a value of $4.79B, and Financial Sector Spdr with a value of $4.68B.

Examining the 13F form we can see an increase of $1.76B in the current position value, from $107B to 109B.

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 $109 Billion
ETFs: $105 Billion
Energy: $1.66 Billion
Technology: $919 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$919 Million 0.84% of portfolio
3,668
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $109 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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