Cooksen Wealth, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationthe woodlands, TX
- CIK0002016393
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
90 | $124.45 M | IWF, XLK, VTV, XLF | 13F-HR | Aug 14, 2025 | 000121465925012294 | ||
94 | $98.55 M | IWF, VTV, XLK, XLV | 13F-HR | Apr 29, 2025 | 000121465925006583 | ||
44 | $108.72 M | IWF, XLK, VTV, XLY | 13F-HR | Jan 31, 2025 | 000121465925001615 | ||
45 | $106.97 M | IWF, XLK, VTV, XLF | 13F-HR | Oct 24, 2024 | 000121465924017870 | ||
44 | $99.10 M | IWF, XLK, VTV, XLV | 13F-HR | Jul 25, 2024 | 000121465924012947 | ||
45 | $96.14 M | IWF, VTV, XLK, XLV | 13F-HR | Apr 15, 2024 | 000121465924006791 | ||
91 | $88.06 M | IWF, VTV, XLK, VGK | 13F-HR | Mar 22, 2024 | 000121465924004962 |