Managed by Cogent Strategic Wealth Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $21.7M | 533.7K | 0.00% | — |
| 2 | ? N/A — | $6.5M | 261.1K | 0.00% | — |
| 3 | ? N/A — | $6.4M | 100.7K | 0.00% | — |
| 4 | ? N/A — | $5.4M | 104.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $5.4M |
| 111.0K |
| 0.00% |
| — |
| 6 | ? N/A — | $4.8M | 137.4K | 0.00% | — |
| 7 | ? N/A — | $3M | 111.8K | 0.00% | — |
| 8 | S SBUX — | $2.9M | 81.9K | 0.00% | — |
| 9 | V VGES — | $2.9M | 48.6K | 0.00% | — |
| 10 | X XOM — | $2.8M | 82.1K | 0.00% | — |
| 11 | M MDT — | $2.7M | 24.6K | 0.00% | — |
| 12 | ? N/A — | $2.3M | 47.9K | 0.00% | — |
| 13 | ? N/A — | $2.1M | 52.8K | 0.00% | — |
| 14 | I IAU — | $1.9M | 48.2K | 0.00% | — |
| 15 | V VGES — | $1.9M | 23.5K | 0.00% | — |
| 16 | ? N/A — | $1.8M | 17.5K | 0.00% | — |
| 17 | I IAU — | $1.7M | 11.1K | 0.00% | — |
| 18 | P PLTR — | $1.4M | 8.5K | 0.00% | — |
| 19 | I IAU — | $1.4M | 12.0K | 0.00% | — |
| 20 | V VGES — | $1.4M | 4.0K | 0.00% | — |