Winnow Wealth LLC Closed Positions in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-31
Closed
$36.4 - $45.76 $1.13K - $1.42K
0 $0
CSX
Csx Corp

Industrials
-45
Closed
$26.69 - $32.91 $1.2K - $1.48K
0 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6
Closed
$201.28 - $266.34 $1.21K - $1.6K
0 $0
FDX
Fedex Corp

Industrials
-5
Closed
$198.07 - $245.17 $990 - $1.23K
0 $0
HCA
Hca Healthcare, Inc.

Healthcare
-5
Closed
$317.61 - $387.52 $1.59K - $1.94K
0 $0
MPC
Marathon Petroleum Corp

Energy
-10
Closed
$118.55 - $170.08 $1.19K - $1.7K
0 $0
AFL
Aflac Inc

Financial Services
-13
Closed
$99.77 - $112.45 $1.3K - $1.46K
0 $0
SNPS
Synopsys Inc

Technology
-3
Closed
$380.9 - $517.66 $1.14K - $1.55K
0 $0
BDX
Becton Dickinson & CO

Healthcare
-6
Closed
$165.15 - $226.42 $991 - $1.36K
0 $0
ADSK
Autodesk, Inc.

Technology
-5
Closed
N/A
0 $0
CTAS
Cintas Corp

Industrials
-8
Closed
$190.11 - $227.66 $1.52K - $1.82K
0 $0
AZO
Autozone Inc

Consumer Cyclical
-1
Closed
$3478.38 - $3880.15 $3.48K - $3.88K
0 $0
CDNS
Cadence Design Systems Inc

Technology
-5
Closed
$231.64 - $323.08 $1.16K - $1.62K
0 $0
TGT
Target Corp

Consumer Defensive
-10
Closed
$88.76 - $105.77 $888 - $1.06K
0 $0
BK
Bank Of New York Mellon Corp

Financial Services
-17
Closed
$73.31 - $91.62 $1.25K - $1.56K
0 $0
TDG
Trans Digm Group Inc

Industrials
-1
Closed
$1231.75 - $1520.64 $1.23K - $1.52K
0 $0
CVS
Cvs Health Corp

Healthcare
-27
Closed
$60.04 - $70.18 $1.62K - $1.89K
0 $0
AIG
American International Group, Inc.

Financial Services
-17
Closed
$77.56 - $87.72 $1.32K - $1.49K
0 $0
MET
Metlife Inc

Financial Services
-14
Closed
$68.42 - $82.49 $958 - $1.15K
0 $0
LNG
Cheniere Energy, Inc.

Energy
-6
Closed
$197.25 - $244.33 $1.18K - $1.47K
0 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
Closed
$310.86 - $348.77 $1.24K - $1.4K
0 $0
CEG
Constellation Energy Corp

Utilities
-5
Closed
$170.96 - $322.76 $855 - $1.61K
0 $0
WDAY
Workday, Inc.

Technology
-4
Closed
$210.47 - $274.71 $842 - $1.1K
0 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-8
Closed
$105.69 - $140.64 $846 - $1.13K
0 $0
CMI
Cummins Inc

Industrials
-3
Closed
$267.12 - $336.65 $801 - $1.01K
0 $0
AEP
American Electric Power CO Inc

Utilities
-11
Closed
$98.59 - $109.11 $1.08K - $1.2K
0 $0
EW
Edwards Lifesciences Corp

Healthcare
-13
Closed
$67.07 - $78.22 $872 - $1.02K
0 $0
TTD
Trade Desk, Inc.

Technology
-8
Closed
$45.27 - $79.4 $362 - $635
0 $0
PAYX
Paychex Inc

Industrials
-7
Closed
$137.01 - $159.78 $959 - $1.12K
0 $0
URI
United Rentals, Inc.

Industrials
-2
Closed
$551.94 - $753.4 $1.1K - $1.51K
0 $0
PRU
Prudential Financial Inc

Financial Services
-8
Closed
$95.12 - $112.71 $761 - $902
0 $0
SQ
Block, Inc.

Technology
-11
Closed
N/A
0 $0
GWW
W.W. Grainger, Inc.

Industrials
-1
Closed
$919.93 - $1101.66 $920 - $1.1K
0 $0
WELL
Welltower Inc.

Real Estate
-7
Closed
$136.49 - $155.22 $955 - $1.09K
0 $0
DLR
Digital Realty Trust, Inc.

Real Estate
-5
Closed
$136.11 - $177.69 $681 - $888
0 $0
DFS
Discover Financial Services

Financial Services
-5
Closed
$147.04 - $204.07 $735 - $1.02K
0 $0
PEG
Public Service Enterprise Group Inc

Utilities
-11
Closed
$77.13 - $84.18 $848 - $926
0 $0
MSCI
Msci Inc.

Financial Services
-2
Closed
$506.56 - $576.74 $1.01K - $1.15K
0 $0
DASH
Door Dash, Inc.

Communication Services
-6
Closed
$163.16 - $246.51 $979 - $1.48K
0 $0
SPG
Simon Property Group Inc

Real Estate
-5
Closed
$140.37 - $171.44 $702 - $857
0 $0
RSG
Republic Services, Inc.

Industrials
-5
Closed
$227.2 - $258.07 $1.14K - $1.29K
0 $0
PSA
Public Storage

Real Estate
-3
Closed
$266.31 - $309.77 $799 - $929
0 $0
EA
Electronic Arts Inc.

Communication Services
-6
Closed
$132.53 - $159.7 $795 - $958
0 $0
PWR
Quanta Services, Inc.

Industrials
-3
Closed
$239.47 - $381.26 $718 - $1.14K
0 $0
A
Agilent Technologies, Inc.

Healthcare
-7
Closed
$99.29 - $120.52 $695 - $844
0 $0
PCG
Pg&E Corp

Utilities
-41
Closed
$13.55 - $17.87 $556 - $733
0 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3
Closed
$225.56 - $335.19 $677 - $1.01K
0 $0
DDOG
Datadog, Inc.

Technology
-6
Closed
$87.0 - $134.33 $522 - $806
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
-11
Closed
$55.13 - $75.25 $606 - $828
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
Track This Portfolio

Track Winnow Wealth LLC Portfolio

Follow Winnow Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winnow Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winnow Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email