Cook Wealth Management Group LLC Top Holdings and 13F Report (2025) About Cook Wealth Management Group LLCInvestment ActivityCook Wealth Management Group LLC has $0.00 in total holdings as of December 31, 2024.Cook Wealth Management Group LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.About ∞ of the portfolio was sold this quarter.This quarter, Cook Wealth Management Group LLC has purchased 52 new stocks and bought additional shares in 0 stocks.Cook Wealth Management Group LLC sold shares of 0 stocks and completely divested from 53 stocks this quarter.Largest Holdings There are no holdings $0 Largest New Holdings this Quarter 000000000 - There are no holdings $0 Holding Sector Allocation Over TimeMap of 500 Largest Holdings ofCook Wealth Management Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorThere are no holdings$0New Holding0NaNNoneVOOVanguard S&P 500 ETF$0$59,108,457 ▼-100.0%0NaNETFIQLTiShares MSCI Intl Quality Factor ETF$0$20,208,043 ▼-100.0%0NaNETFGOVTiShares U.S. Treasury Bond ETF$0$17,923,593 ▼-100.0%0NaNETFQUALiShares MSCI USA Quality Factor ETF$0$12,829,825 ▼-100.0%0NaNETFVOVanguard Mid-Cap ETF$0$12,536,035 ▼-100.0%0NaNETFDFATDimensional U.S. Targeted Value ETF$0$10,968,726 ▼-100.0%0NaNETFAVEMAvantis Emerging Markets Equity ETF$0$10,256,445 ▼-100.0%0NaNETFMUBiShares National Muni Bond ETF$0$8,998,191 ▼-100.0%0NaNETFAAPLApple$0$5,600,925 ▼-100.0%0NaNComputer and TechnologyMSFTMicrosoft$0$4,902,735 ▼-100.0%0NaNComputer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$0$4,518,822 ▼-100.0%0NaNManufacturingERIEErie Indemnity$0$4,467,778 ▼-100.0%0NaNFinanceBDJBlackRock Enhanced Equity Dividend Trust$0$3,168,364 ▼-100.0%0NaNFinancial ServicesGTOInvesco Total Return Bond ETF$0$2,614,653 ▼-100.0%0NaNETFESGUiShares ESG Aware MSCI USA ETF$0$2,297,654 ▼-100.0%0NaNManufacturingNVDANVIDIA$0$2,281,721 ▼-100.0%0NaNComputer and TechnologyGOOGLAlphabet$0$1,649,615 ▼-100.0%0NaNComputer and TechnologyVTIVanguard Total Stock Market ETF$0$1,585,628 ▼-100.0%0NaNETFJNJJohnson & Johnson$0$1,425,357 ▼-100.0%0NaNMedicalIEMGiShares Core MSCI Emerging Markets ETF$0$1,365,248 ▼-100.0%0NaNETFFCNCAFirst Citizens BancShares$0$1,243,466 ▼-100.0%0NaNFinanceDFSIDimensional International Sustainability Core 1 ETF$0$1,179,522 ▼-100.0%0NaNETFPGProcter & Gamble$0$1,160,175 ▼-100.0%0NaNConsumer StaplesEFGiShares MSCI EAFE Growth ETF$0$1,056,922 ▼-100.0%0NaNETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$0$1,023,996 ▼-100.0%0NaNETFGOOGAlphabet$0$991,391 ▼-100.0%0NaNComputer and TechnologyKOCocaCola$0$791,319 ▼-100.0%0NaNConsumer StaplesVXUSVanguard Total International Stock ETF$0$768,668 ▼-100.0%0NaNETFBNDXVanguard Total International Bond ETF$0$737,534 ▼-100.0%0NaNETFHYDBiShares High Yield Systematic Bond ETF$0$680,682 ▼-100.0%0NaNETFAMZNAmazon.com$0$642,020 ▼-100.0%0NaNRetail/WholesaleNUMGNuveen ESG Mid-Cap Growth ETF$0$601,861 ▼-100.0%0NaNETFGLDSPDR Gold Shares$0$582,724 ▼-100.0%0NaNFinanceSLPSimulations Plus$0$468,498 ▼-100.0%0NaNComputer and TechnologyNBTBNBT Bancorp$0$445,377 ▼-100.0%0NaNFinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$403,382 ▼-100.0%0NaNETFGSKGSK$0$399,978 ▼-100.0%0NaNMedicalTSLATesla$0$370,006 ▼-100.0%0NaNAuto/Tires/TrucksIBMInternational Business Machines$0$360,563 ▼-100.0%0NaNComputer and TechnologyVVisa$0$357,175 ▼-100.0%0NaNBusiness ServicesSPTISPDR Portfolio Intermediate Term Treasury ETF$0$351,134 ▼-100.0%0NaNETFHDHome Depot$0$328,561 ▼-100.0%0NaNRetail/WholesaleBMYBristol Myers Squibb$0$312,563 ▼-100.0%0NaNMedicalVEAVanguard FTSE Developed Markets ETF$0$312,478 ▼-100.0%0NaNETFMMM3M$0$289,590 ▼-100.0%0NaNMulti-Sector ConglomeratesIQVIQVIA$0$281,197 ▼-100.0%0NaNMedicalXOMExxon Mobil$0$259,796 ▼-100.0%0NaNEnergyCATCaterpillar$0$253,994 ▼-100.0%0NaNIndustrialsFANFirst Trust Global Wind Energy ETF$0$231,077 ▼-100.0%0NaNETFCHYCalamos Convertible and High Income Fund$0$215,693 ▼-100.0%0NaNFinancial ServicesDRIVGlobal X Autonomous & Electric Vehicles ETF$0$205,895 ▼-100.0%0NaNAuto/Tires/TrucksLSTALisata Therapeutics$0$29,342 ▼-100.0%0NaNMedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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