Cogent Blue Wealth Advisors, LLC Purchases in Q4 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
72.8K
+ 42.22%
N/A
245K $6.47B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.2K
+ 18.45%
$31.28 - $33.46 $633K - $677K
130K $4.3B
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.98K
+ 2.29%
$30.11 - $31.43 $150K - $157K
223K $7.05B
Ea Series Trust
14K
+ 8.52%
N/A
179K $4.17B
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.69K
+ 2.07%
$37.18 - $38.47 $174K - $180K
231K $8.78B
Lam Research Corp
1.22K
New
N/A
1.22K $208M
GS
Goldman Sachs Group Inc

Financial Services
236
New
$744.6 - $838.97 $176K - $198K
236 $207M
TD
Toronto Dominion Bank

Financial Services
2.19K
New
$78.32 - $82.74 $171K - $181K
2.19K $206M
CSCO
Cisco Systems, Inc.

Technology
2.63K
New
$67.46 - $78.0 $177K - $205K
2.63K $202M
MU
Micron Technology Inc

Technology
709
New
$181.6 - $253.3 $129K - $180K
709 $202M
ITOT
Ishares Core S&P Total U.S. St

ETFs
53
+ 0.09%
$142.79 - $150.05 $7.57K - $7.95K
59.6K $8.86B
ASX
Ase Technology Holding Co., Ltd.

Technology
7.67K
+ 60.71%
$11.08 - $16.19 $85K - $124K
20.3K $327M
AVGO
Broadcom Inc.

Technology
381
+ 20.67%
$324.63 - $385.98 $124K - $147K
2.22K $770M
VTI
Vanguard Total Stock Market Et

ETFs
139
+ 1.02%
$321.8 - $337.95 $44.7K - $47K
13.8K $4.64B
UMC
United Microelectronics Corp

Technology
9.46K
+ 47.89%
$7.11 - $7.84 $67.2K - $74.1K
29.2K $230M
INFY
Infosys LTD

Technology
1.91K
+ 9.91%
$16.07 - $17.53 $30.7K - $33.5K
21.2K $378M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
469
+ 3.63%
$18.04 - $21.83 $8.46K - $10.2K
13.4K $312M
WMT
Walmart Inc.

Consumer Defensive
51
+ 1.42%
$101.18 - $109.03 $5.16K - $5.56K
3.65K $406M
SAN
Banco Santander, S.A.

Financial Services
327
+ 1.5%
$9.65 - $11.03 $3.16K - $3.61K
22.1K $260M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3
+ 0.02%
$42.26 - $44.28 $127 - $133
18.9K $837M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 1.48%
$294.11 - $320.41 $8.24K - $8.97K
1.93K $620M
V
Visa Inc.

Financial Services
25
+ 1.86%
$325.75 - $352.42 $8.14K - $8.81K
1.37K $480M
IBM
International Business Machines Corp

Technology
16
+ 1.61%
$275.97 - $314.98 $4.42K - $5.04K
1.01K $299M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.03%
$84.91 - $90.88 $170 - $182
6.55K $596M
MFG
Mizuho Financial Group Inc

Financial Services
362
+ 2.16%
$6.09 - $7.05 $2.2K - $2.55K
17.1K $125M
DFSD
Dimensional ETF Tr Short Durat

ETFs
580
+ 0.64%
$48.17 - $48.5 $27.9K - $28.1K
90.9K $4.36B
WIT
Wipro LTD

Technology
1.06K
+ 8.56%
$2.58 - $2.74 $2.73K - $2.9K
13.4K $38.2M
APP
App Lovin Corp

Technology
30
+ 5.65%
$552.64 - $704.09 $16.6K - $21.1K
561 $378M
KR
Kroger CO

Consumer Defensive
59
+ 1.45%
$63.15 - $69.15 $3.73K - $4.08K
4.12K $257M
NFLX
Netflix Inc

Communication Services
2.21K
+ 1078.05%
$110.29 - $1241.35 $244K - $2.74M
2.42K $226M
HOOD
Robinhood Markets, Inc.

Technology
98
+ 4.1%
$121.53 - $152.46 $11.9K - $14.9K
2.49K $282M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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