Winnow Wealth LLC Purchases in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.01K
New
N/A
1.01K $207M
Portman Ridge Finance Corp
16.1K
New
N/A
16.1K $201M
TFC
Truist Financial Corp

Financial Services
4.27K
+ 15822.22%
$34.79 - $42.99 $149K - $184K
4.3K $185M
DE
Deere & CO

Industrials
329
+ 4700.0%
$412.99 - $531.48 $136K - $175K
336 $171M
MAR
Marriott International Inc

Consumer Cyclical
594
+ 9900.0%
$211.12 - $274.14 $125K - $163K
600 $164M
HD
Home Depot, Inc.

Consumer Cyclical
428
+ 1945.45%
$335.24 - $380.78 $143K - $163K
450 $165M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
286
+ 321.35%
$483.48 - $539.8 $138K - $154K
375 $182M
JPM
Jpmorgan Chase & CO

Financial Services
440
+ 733.33%
$210.28 - $289.91 $92.5K - $128K
500 $145M
T. Rowe Price Capital Apprec Eq ETF
3.45K
New
N/A
3.45K $122M
HON
Honeywell International Inc

Industrials
474
+ 3385.71%
$182.86 - $232.88 $86.7K - $110K
488 $114M
BMY
Bristol Myers Squibb CO

Healthcare
2.27K
+ 5154.55%
$44.12 - $59.6 $100K - $135K
2.31K $107M
FFIV
F5, Inc.

Technology
300
New
$239.25 - $295.9 $71.8K - $88.8K
300 $88.3M
DVY
Ishares Tr

ETFs
633
New
$118.37 - $134.86 $74.9K - $85.4K
633 $84.1M
RTX
Raytheon Technologies Corp

Industrials
531
+ 1712.9%
$113.75 - $148.48 $60.4K - $78.8K
562 $82.1M
NSP
Insperity, Inc.

Industrials
1.2K
New
$58.55 - $89.92 $70.3K - $108K
1.2K $72.1M
KMI
Kinder Morgan, Inc.

Energy
2.44K
+ 5948.78%
$25.21 - $29.4 $61.5K - $71.7K
2.48K $72.9M
PG
Procter & Gamble CO

Consumer Defensive
412
+ 840.82%
$157.66 - $172.39 $65K - $71K
461 $73.4M
MS
Morgan Stanley

Financial Services
442
+ 1578.57%
$99.83 - $140.86 $44.1K - $62.3K
470 $66.2M
COF
Capital One Financial Corp

Financial Services
291
+ 3233.33%
$150.57 - $212.76 $43.8K - $61.9K
300 $63.8M
IAU
Ishares Gold Trust

ETFs
1K
New
$56.1 - $64.74 $56.1K - $64.7K
1K $62.4M
PM
Philip Morris International Inc.

Consumer Defensive
199
+ 49.63%
$149.23 - $184.95 $29.7K - $36.8K
600 $109M
GLW
Corning Inc

Technology
984
+ 6150.0%
$39.07 - $52.59 $38.4K - $51.7K
1K $52.6M
GLD
Spdr Gold Trust

ETFs
170
New
$273.71 - $316.29 $46.5K - $53.8K
170 $51.8M
FYT
First Trust Small Cap

ETFs
1K
New
$42.78 - $50.73 $42.8K - $50.7K
1K $50.4M
MSI
Motorola Solutions, Inc.

Technology
118
+ 2950.0%
$394.72 - $440.39 $46.6K - $52K
122 $51.3M
CVX
Chevron Corp

Energy
328
+ 820.0%
$133.73 - $168.51 $43.9K - $55.3K
368 $52.7M
FVD
First Tr Value Line Divid Inde

ETFs
1.02K
New
$40.62 - $45.12 $41.3K - $45.8K
1.02K $45.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.2K
New
$29.52 - $35.31 $35.4K - $42.4K
1.2K $42.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
502
New
$57.46 - $75.58 $28.8K - $37.9K
502 $37.9M
KO
Coca Cola CO

Consumer Defensive
525
+ 596.59%
$68.37 - $73.9 $35.9K - $38.8K
613 $43.4M
MFC
Manulife Financial Corp

Financial Services
1.18K
New
$26.93 - $32.44 $31.8K - $38.3K
1.18K $37.8M
MA
Mastercard Inc

Financial Services
61
+ 338.89%
$479.92 - $590.74 $29.3K - $36K
79 $44.4M
T
At&T Inc.

Communication Services
1.15K
+ 790.41%
$26.33 - $28.94 $30.4K - $33.4K
1.3K $37.6M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
300
New
$79.91 - $109.54 $24K - $32.9K
300 $32.9M
EMR
Emerson Electric CO

Industrials
243
+ 1869.23%
$94.15 - $133.33 $22.9K - $32.4K
256 $34.1M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.6K
New
$10.6 - $12.44 $27.6K - $32.3K
2.6K $32.2M
AMP
Ameriprise Financial Inc

Financial Services
58
+ 2900.0%
$422.19 - $533.73 $24.5K - $31K
60 $32M
AMZN
Amazon Com Inc

Consumer Cyclical
135
+ 39.59%
$167.32 - $223.3 $22.6K - $30.1K
476 $104M
V
Visa Inc.

Financial Services
79
+ 232.35%
$308.27 - $373.31 $24.4K - $29.5K
113 $40.1M
QCOM
Qualcomm Inc

Technology
177
+ 769.57%
$124.66 - $159.48 $22.1K - $28.2K
200 $31.9M
EPD
Enterprise Products Partners L.P.

Energy
896
New
$28.95 - $34.22 $25.9K - $30.7K
896 $27.8M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
231
New
$95.74 - $115.54 $22.1K - $26.7K
231 $26.4M
CARR
Carrier Global Corp

Industrials
350
+ 2916.67%
$55.55 - $75.83 $19.4K - $26.5K
362 $26.5M
CCI
Crown Castle International Corp

Real Estate
242
+ 3025.0%
$94.83 - $107.06 $22.9K - $25.9K
250 $25.7M
DELL
Dell Technologies Inc.

Technology
195
+ 3900.0%
$71.63 - $125.98 $14K - $24.6K
200 $24.5M
HWM
Howmet Aerospace Inc.

Industrials
124
+ 1377.78%
$112.33 - $186.13 $13.9K - $23.1K
133 $24.8M
IBM
International Business Machines Corp

Technology
73
+ 384.21%
$221.03 - $294.78 $16.1K - $21.5K
92 $27.1M
AMT
American Tower Corp

Real Estate
82
+ 69.49%
$203.96 - $228.19 $16.7K - $18.7K
200 $44.2M
EBAY
Ebay Inc

Consumer Cyclical
288
+ 2400.0%
$59.52 - $79.36 $17.1K - $22.9K
300 $22.3M
Activity Summary
Buys All Purchases 144 New Holdings 86 Increased Positions 58 Sells All Sells 573 Reductions 25 Sold out 548 Options Calls 0 Puts 0
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