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COCO ENTERPRISES, LLC
COCO ENTERPRISES, LLC
Latest filing: 2026-06-30
COCO ENTERPRISES, LLC runs COCO ENTERPRISES, LLC and currently holds 58 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $198.02M. Their top holdings are MGC, VYM, VOO, FEZ, IEFA. The top five represent 52.9% of reported portfolio weight. COCO ENTERPRISES, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COCO ENTERPRISES, LLC initiated 6 new positions. They added to 21 existing positions. They trimmed 17 positions. Their current best-performing preview position is UNH with returns of +51.47%.
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58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MGC VANGUARD WORLD FUND | 14.99% | $273.63 | $280.10 | +2.36% | New Buy |
 VYM VANGUARD WHITEHALL FDS | 13.17% | $107.07 | $165.00 | +54.10% | Added +0.54% |
 VOO VANGUARD INDEX FDS | 8.84% | $686.81 | $703.77 | +2.47% | Added +100.00% |
 FEZ SPDR INDEX SHS FDS | 8.62% | $60.00 | $71.78 | +19.63% | Trimmed -34.25% |
 IEFA ISHARES TR | 7.28% | $75.92 | $100.87 | +32.86% | Trimmed -16.78% |
 SMH VANECK ETF TRUST | 5.49% | $655.89 | $560.42 | -14.56% | New Buy |
 RWR SPDR SERIES TRUST | 5.33% | $100.97 | $114.40 | +13.30% | Trimmed -29.88% |
 FLOT ISHARES TR | 5.26% | $50.81 | $51.02 | +0.41% | Added +4.17% |
 IWC ISHARES TR | 3.12% | $168.68 | $198.39 | +17.61% | Added +28.94% |
 FRDM EA SERIES TRUST | 2.65% | $55.39 | $68.72 | +24.07% | Added +4.25% |
Showing 1-10 of 58