Cooksen Wealth, LLC Portfolio Holdings by Sector
Cooksen Wealth, LLC
- $109 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF XLK VTV XLY XLF XLV VWO XLC 40 stocks |
$103 Million
95.56% of portfolio
|
26
|
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$2.21 Million
2.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.66 Million
1.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$918,541
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|