Cook Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Raleigh, NC
CIK
0001910185
Alternate names
COOK WEALTH MANAGEMENT GROUP LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 55 166,275 VOO, GOVT, QUAL, IQLT 13F-HR 5/10/2024 000195175724000444
Q4 2023 53 157,768 VOO, GOVT, QUAL, IQLT 13F-HR 1/29/2024 000195175724000119
Q3 2023 52 130,358 VOO, QYLD, GOVT, BDJ 13F-HR 10/31/2023 000195175723000651
Q2 2023 51 129,808 QYLD, BDJ, VOO, QUAL 13F-HR 7/31/2023 000195175723000447
Q1 2023 48 117,421 QYLD, BDJ, IQLT, QUAL 13F-HR 5/4/2023 000195175723000246
Q4 2022 43 103,758 BDJ, QYLD, QUAL, IQLT 13F-HR 2/13/2023 000191018523000001
Q3 2022 43 91,965 BDJ, QYLD, VO, IQLT 13F-HR 11/14/2022 000195175722000011
Q2 2022 47 97,302 BDJ, QYLD, VOO, VO 13F-HR 8/12/2022 000191018522000003
Q1 2022 43 94,751 BDJ, QYLD, GSK, JNJ 13F-HR 5/13/2022 000191018522000002
Q4 2021 39 97,461 BDJ, QYLD, HYD, JNJ 13F-HR 2/10/2022 000191018522000001