Cook Wealth Management Group
Latest statistics and disclosures from Cook Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Cook Wealth's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: VOO (-$59M), IQLT (-$20M), , QUAL (-$13M), VO (-$13M), DFAT (-$11M), AVEM (-$10M), MUB (-$9.0M), AAPL (-$5.6M), MSFT.
- Sold out of its positions in GOOG, GOOGL, AMZN, AVEM, AAPL, BDJ, BMY, LSTA, CHY, CAT.
- Cook Wealth was a net seller of stock by $-206M.
- Central Index Key (CIK): 0001910185
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Portfolio Holdings for Cook Wealth
Cook Wealth holds 1 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| There are no holdings None | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Cook Wealth
SEC 13F filings are viewable for Cook Wealth going back to 2021
- Cook Wealth 2025 Q2 filed Aug. 12, 2025
- Cook Wealth 2025 Q1 filed May 15, 2025
- Cook Wealth 2024 Q4 filed Jan. 24, 2025
- Cook Wealth 2024 Q3 filed Nov. 4, 2024
- Cook Wealth 2024 Q2 filed July 31, 2024
- Cook Wealth 2024 Q1 filed May 10, 2024
- Cook Wealth Management Group 2023 Q4 filed Jan. 29, 2024
- Cook Wealth Management Group 2023 Q3 filed Oct. 31, 2023
- Cook Wealth Management Group 2023 Q2 filed July 31, 2023
- Cook Wealth Management Group 2023 Q1 filed May 4, 2023
- Cook Wealth Management Group 2022 Q4 filed Feb. 13, 2023
- Cook Wealth Management Group 2022 Q3 filed Nov. 14, 2022
- Cook Wealth Management Group 2022 Q2 filed Aug. 12, 2022
- Cook Wealth Management Group 2022 Q1 filed May 13, 2022
- Cook Wealth Management Group 2021 Q4 filed Feb. 11, 2022