Winnow Wealth LLC Closed Positions in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
-40
Closed
$58.13 - $85.12 $2.33K - $3.4K
0 $0
PLTR
Palantir Technologies Inc.

Technology
-37
Closed
$74.01 - $144.25 $2.74K - $5.34K
0 $0
FISV
Fiserv Inc

Technology
-14
Closed
N/A
0 $0
BSX
Boston Scientific Corp

Healthcare
-29
Closed
$89.7 - $107.41 $2.6K - $3.11K
0 $0
SYK
Stryker Corp

Healthcare
-8
Closed
$337.37 - $395.63 $2.7K - $3.17K
0 $0
SCHW
Schwab Charles Corp

Financial Services
-35
Closed
$69.06 - $91.24 $2.42K - $3.19K
0 $0
ADP
Automatic Data Processing Inc

Industrials
-9
Closed
$276.76 - $326.81 $2.49K - $2.94K
0 $0
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-66
Closed
$33.92 - $37.71 $2.24K - $2.49K
0 $0
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-58
Closed
$39.94 - $44.64 $2.32K - $2.59K
0 $0
BX
Blackstone Inc.

Financial Services
-14
Closed
$120.07 - $151.11 $1.68K - $2.12K
0 $0
FCX
Freeport Mcmoran Inc

Basic Materials
-62
Closed
$29.15 - $44.46 $1.81K - $2.76K
0 $0
ADI
Analog Devices Inc

Technology
-11
Closed
$164.6 - $238.02 $1.81K - $2.62K
0 $0
Arista Networks, Inc. Common Stock
-21
Closed
N/A
0 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-11
Closed
$212.1 - $244.27 $2.33K - $2.69K
0 $0
BA
Boeing CO

Industrials
-13
Closed
$136.59 - $217.51 $1.78K - $2.83K
0 $0
SBUX
Starbucks Corp

Consumer Cyclical
-24
Closed
$79.69 - $99.41 $1.91K - $2.39K
0 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
Closed
$421.16 - $509.5 $2.53K - $3.06K
0 $0
DRLL
Ea Ser Tr Strive U S Energy Et
-75
Closed
N/A
0 $0
Lam Research Corporation Common Stock
-29
Closed
N/A
0 $0
PAPR
Innovator U.S. Equity Power Bu

ETFs
-54
Closed
$33.22 - $37.29 $1.79K - $2.01K
0 $0
PMAR
Innovator U.S. Equity Power Bu

ETFs
-49
Closed
$37.18 - $42.23 $1.82K - $2.07K
0 $0
PFEB
Innovator U.S. Equity Power Bu

ETFs
-53
Closed
$33.46 - $38.01 $1.77K - $2.01K
0 $0
PJAN
Innovator U.S. Equity Power Bu

ETFs
-46
Closed
$38.7 - $44.05 $1.78K - $2.03K
0 $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-51
Closed
$34.72 - $42.74 $1.77K - $2.18K
0 $0
PDEC
Innovator U.S. Equity Power Bu
-49
Closed
N/A
0 $0
APO
Apollo Global Management, Inc.

Financial Services
-12
Closed
$108.68 - $145.07 $1.3K - $1.74K
0 $0
SCCO
Southern Copper Corp

Basic Materials
-21
Closed
$75.63 - $104.64 $1.59K - $2.2K
0 $0
ELV
Elevance Health, Inc.

Healthcare
-5
Closed
$372.27 - $452.69 $1.86K - $2.26K
0 $0
CI
Cigna Corp

Healthcare
-7
Closed
$301.89 - $340.04 $2.11K - $2.38K
0 $0
SO
Southern CO

Utilities
-22
Closed
$84.91 - $92.56 $1.87K - $2.04K
0 $0
KKR
Kkr & Co. Inc.

Financial Services
-12
Closed
$92.79 - $134.29 $1.11K - $1.61K
0 $0
WM
Waste Management Inc

Industrials
-9
Closed
$216.47 - $242.1 $1.95K - $2.18K
0 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-29
Closed
$45.98 - $56.15 $1.33K - $1.63K
0 $0
KLAC
Kla Corp

Technology
-3
Closed
$576.53 - $902.94 $1.73K - $2.71K
0 $0
PH
Parker Hannifin Corp

Industrials
-3
Closed
$517.23 - $700.54 $1.55K - $2.1K
0 $0
SHW
Sherwin Williams CO

Basic Materials
-5
Closed
$313.51 - $363.51 $1.57K - $1.82K
0 $0
Ge Vernova Inc. Common Stock
-5
Closed
N/A
0 $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
Closed
$149.76 - $186.42 $1.35K - $1.68K
0 $0
ITW
Illinois Tool Works Inc

Industrials
-7
Closed
$218.41 - $252.43 $1.53K - $1.77K
0 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
Closed
$87.84 - $1441.89 $176 - $2.88K
0 $0
GM
General Motors CO

Consumer Cyclical
-30
Closed
$42.48 - $50.46 $1.27K - $1.51K
0 $0
ZTS
Zoetis Inc.

Healthcare
-10
Closed
$144.41 - $170.3 $1.44K - $1.7K
0 $0
MCO
Moodys Corp

Financial Services
-4
Closed
$396.7 - $501.59 $1.59K - $2.01K
0 $0
EQIX
Equinix Inc

Real Estate
-2
Closed
$740.07 - $914.43 $1.48K - $1.83K
0 $0
MRVL
Marvell Technology, Inc.

Technology
-14
Closed
$49.38 - $79.97 $691 - $1.12K
0 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
Closed
$483.07 - $625.6 $1.45K - $1.88K
0 $0
NOC
Northrop Grumman Corp

Industrials
-4
Closed
$456.3 - $540.39 $1.83K - $2.16K
0 $0
PLD
Prologis, Inc.

Real Estate
-14
Closed
$89.76 - $112.34 $1.26K - $1.57K
0 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
Closed
$321.63 - $509.31 $1.61K - $2.55K
0 $0
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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