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Home > Institutional Investor > Cooksen Wealth, Llc > Profile

Instuitional Investor - Cooksen Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Cooksen Wealth, Llc
Portfolio Value $108,722,836
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,438 $17,845,412 16.41%
2.
Sector Spdr Trust
 XLB 49,010 $11,395,805 10.48%
3.
Vanguard Value Etf
 60,315 $10,211,330 9.39%
4.
Sector Spdr Trust
 XLB 21,359 $4,791,892 4.4%
5.
Sector Spdr Trust
 XLB 96,870 $4,681,727 4.3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)