| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Global X NASDAQ 100 Covered Call ETF | 8 | Q3 2023 | 40.0% |
| BlackRock Enhanced Equity Div | 8 | Q3 2023 | 40.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 16.4% |
| Vanguard Mid Cap ETF | 8 | Q3 2023 | 6.1% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 1.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 1.3% |
| FIRST CTZNS BANCSHARES INC N | 8 | Q3 2023 | 1.0% |
| Vanguard Total Stock Market ETF | 8 | Q3 2023 | 1.5% |
| APPLE INC | 8 | Q3 2023 | 1.1% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 0.9% |
View COOK WEALTH MANAGEMENT GROUP LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View COOK WEALTH MANAGEMENT GROUP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.