• 13F History

CogentBlue Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$114M
Signature - Title
Wesley Brown - CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by CogentBlue Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CogentBlue Wealth Advisors, LLC reported 67 stock holdings with total value $114M as of Q1 2025. Top holdings included AVDV, VGIT, DUHP, ITOT, and IDEV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 67 $114M +$6.67M -$6.27M +$402K AVDV, VGIT, DUHP, ITOT, IDEV 13F-HR 4/16/2025, 09:59 PM
Q4 2024 60 $114M $0 $0 AVDV, ITOT, DUHP, VGIT, IDEV 13F-HR 1/31/2025, 07:57 PM