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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 $98,551,833
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,524 $14,332,714 14.54%
2.
Vanguard Value Etf - ETF
 55,177 $8,986,126 9.12%
3.
Sector Spdr Trust
 XLB 40,609 $8,457,636 8.58%
4.
Sector Spdr Trust
 XLB 28,424 $4,199,078 4.26%
5.
Sector Spdr Trust
 XLB 90,996 $3,832,752 3.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)