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Home > Institutional Investor > Cook Wealth Management Group Llc > 13F Holdings

Instuitional Investor - Cook Wealth Management Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 68,429 $30,518,562 19.34%
2.
Ishares Tr
 785,442 $17,829,533 11.3%
3.
Ishares Tr
 93,770 $14,184,621 8.99%
4.
Ishares Tr
 370,077 $13,685,458 8.67%
5.
Global X Fds
 619,599 $10,973,096 6.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)