Cook Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$213M
Signature - Title
Kimberly Hoffman - Chief Compliance Officer
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Cook Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cook Wealth, LLC reported 55 stock holdings with total value $213M as of Q4 2024. Top holdings included VOO, GOVT, QUAL, IQLT, and VO.
Holdings Value