Managed by Cogent Private Wealth, Inc. • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $9.6M | 230.8K | 0.00% | — |
| 2 | ? N/A — | $8.5M | 203.9K | 0.00% | — |
| 3 | ? N/A — | $7.4M | 110.7K | 0.00% | — |
| 4 | X XOM — | $7.3M | 214.5K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $7.1M |
| 140.3K |
| 0.00% |
| — |
| 6 | I IAU — | $7M | 108.2K | 0.00% | — |
| 7 | ? N/A — | $6.4M | 96.5K | 0.00% | — |
| 8 | X XOM — | $6.4M | 195.2K | 0.00% | — |
| 9 | I IAU — | $6.3M | 97.3K | 0.00% | — |
| 10 | ? N/A — | $5.5M | 131.2K | 0.00% | — |
| 11 | M MSFT — | $5.5M | 11.3K | 0.00% | — |
| 12 | ? N/A — | $5.5M | 128.2K | 0.00% | — |
| 13 | ? N/A — | $5.3M | 104.9K | 0.00% | — |
| 14 | V VOO — | $4.8M | 7.6K | 0.00% | — |
| 15 | V VOO — | $4.7M | 7.9K | 0.00% | — |
| 16 | ? N/A — | $4.2M | 78.4K | 0.00% | — |
| 17 | M MSFT — | $4.2M | 11.4K | 0.00% | — |
| 18 | V VGES — | $3.9M | 28.3K | 0.00% | — |
| 19 | G GLD — | $3.6M | 8.4K | 0.00% | — |
| 20 | V VGES — | $3.6M | 25.7K | 0.00% | — |