Cook Wealth Management Group LLC Purchases in Q4 2024

Cook Wealth Management Group LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.22K
+ 8.75%
$521.84 - $558.82 $4.81M - $5.15M
114K $61.7M
AAPL
Apple Inc.

Technology
9.52K
+ 49.41%
$221.69 - $259.02 $2.11M - $2.47M
28.8K $7.21M
VO
Vanguard Mid Cap ETF

ETFs
5.12K
+ 11.64%
$261.5 - $284.63 $1.34M - $1.46M
49.1K $13M
VTI
Vanguard Total Stock Market Et

ETFs
2.24K
+ 26.1%
$280.04 - $302.45 $627K - $677K
10.8K $3.13M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.81K
+ 2.64%
$54.54 - $61.04 $317K - $355K
226K $12.6M
IEMG
Ishares Inc

ETFs
5.58K
+ 20.67%
N/A
32.6K $1.75M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.03%
$161.86 - $196.66 $486 - $590
11.3K $2.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.88K
+ 2.34%
$176.42 - $186.91 $331K - $350K
82.1K $14.6M
DIS
Walt Disney CO

Communication Services
1.95K
New
$92.39 - $117.6 $180K - $230K
1.95K $217K
QQQ
Invesco Qqq Trust, Series 1

ETFs
420
New
$481.22 - $538.17 $202K - $226K
420 $214K
GTO
Invesco Actively Managed ETF T

ETFs
4.79K
+ 9.71%
$46.33 - $48.41 $222K - $232K
54.1K $2.51M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 8.92%
$205.18 - $250.29 $31.8K - $38.8K
1.89K $453K
VEA
Vanguard Ftse Developed Market

ETFs
2.54K
+ 18.33%
$47.57 - $52.44 $121K - $133K
16.4K $783K
BNDX
Vanguard Total International B

ETFs
1.26K
+ 9.75%
$48.91 - $50.61 $61.5K - $63.6K
14.1K $693K
BMY
Bristol Myers Squibb CO

Healthcare
48
+ 0.61%
$51.92 - $59.94 $2.49K - $2.88K
7.92K $448K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.11K
+ 8.62%
$46.68 - $47.95 $51.9K - $53.3K
14K $658K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 28.66%
$44.04 - $49.49 $55.2K - $62.1K
5.63K $247K
MUB
Ishares National Muni Bond ETF

ETFs
2K
+ 2.15%
$105.78 - $108.7 $212K - $218K
95.1K $10.1M
SLP
Simulations Plus, Inc.

Healthcare
1.98K
+ 19.07%
$27.22 - $34.28 $54K - $68K
12.4K $345K
CHY
Calamos Convertible & High Income Fund

Financial Services
508
+ 2.53%
$11.79 - $12.56 $5.99K - $6.38K
20.6K $250K
GLD
Spdr Gold Trust

ETFs
32
+ 1.71%
$236.59 - $257.5 $7.57K - $8.24K
1.9K $460K
IBM
International Business Machines Corp

Technology
33
+ 2.03%
$204.9 - $238.04 $6.76K - $7.86K
1.66K $364K
DFSE
Dimensional ETF Tr Dimen Emrgn
144
+ 0.48%
N/A
30.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
303
+ 0.94%
N/A
32.5K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
928
+ 9.38%
$58.88 - $64.8 $54.6K - $60.1K
10.8K $637K
EFG
Msci Eafe Growth ETF

ETFs
1.06K
+ 10.77%
$96.83 - $106.88 $103K - $113K
10.9K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
18
+ 0.78%
$87.44 - $102.5 $1.57K - $1.85K
2.32K $211K
PG
Procter & Gamble CO

Consumer Defensive
53
+ 0.62%
$161.05 - $179.7 $8.54K - $9.52K
8.64K $1.45M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
180
+ 2.9%
$32.56 - $42.89 $5.86K - $7.72K
6.39K $211K
JNJ
Johnson & Johnson

Healthcare
44
+ 0.45%
$143.34 - $165.86 $6.31K - $7.3K
9.88K $1.43M
IQLT
Ishares Msci Intl Quality Fact

ETFs
19K
+ 5.56%
$37.12 - $41.23 $706K - $784K
361K $13.4M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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