Winnow Wealth LLC Closed Positions in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
-11
Closed
$41.79 - $54.16 $460 - $596
0 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3
Closed
$136.63 - $176.62 $410 - $530
0 $0
OXY
Occidental Petroleum Corp

Energy
-11
Closed
$36.11 - $49.33 $397 - $543
0 $0
EIX
Edison International

Utilities
-7
Closed
$48.32 - $59.92 $338 - $419
0 $0
MTB
M&T Bank Corp

Financial Services
-3
Closed
$156.58 - $193.99 $470 - $582
0 $0
MTD
Mettler Toledo International Inc

Healthcare
-1
Closed
$970.15 - $1216.57 $970 - $1.22K
0 $0
FTV
Fortive Corp

Technology
-7
Closed
$52.13 - $74.29 $365 - $520
0 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-3
Closed
$224.32 - $326.09 $673 - $978
0 $0
BRO
Brown & Brown, Inc.

Financial Services
-5
Closed
$104.48 - $124.43 $522 - $622
0 $0
NET
Cloudflare, Inc.

Technology
-5
Closed
$97.08 - $195.83 $485 - $979
0 $0
DOV
Dover Corp

Industrials
-3
Closed
$151.14 - $186.7 $453 - $560
0 $0
NUE
Nucor Corp

Basic Materials
-5
Closed
$103.22 - $131.43 $516 - $657
0 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
-2
Closed
$283.31 - $388.96 $567 - $778
0 $0
BR
Broadridge Financial Solutions, Inc.

Technology
-3
Closed
$217.22 - $246.25 $652 - $739
0 $0
MKL
Markel Corp

Financial Services
-1
Closed
$1678.5 - $1997.36 $1.68K - $2K
0 $0
WEC
Wec Energy Group, Inc.

Utilities
-5
Closed
$102.24 - $109.76 $511 - $549
0 $0
KEYS
Keysight Technologies, Inc.

Technology
-3
Closed
$127.02 - $165.4 $381 - $496
0 $0
Corpay, Inc. Common Stock
-2
Closed
N/A
0 $0
RJF
Raymond James Financial Inc

Financial Services
-3
Closed
$123.65 - $153.88 $371 - $462
0 $0
AVB
Avalonbay Communities Inc

Real Estate
-3
Closed
$187.23 - $215.61 $562 - $647
0 $0
K
Kellogg CO

Consumer Defensive
-6
Closed
$77.85 - $82.88 $467 - $497
0 $0
NDAQ
Nasdaq, Inc.

Financial Services
-6
Closed
$66.4 - $89.42 $398 - $537
0 $0
NVR
Nvr Inc

Consumer Cyclical
-1
Closed
$6700.0 - $7410.93 $6.7K - $7.41K
0 $0
Veralto Corp Common Stock
-5
Closed
N/A
0 $0
HAL
Halliburton CO

Energy
-17
Closed
$19.26 - $25.7 $327 - $437
0 $0
KHC
Kraft Heinz CO

Consumer Defensive
-15
Closed
$25.61 - $30.81 $384 - $462
0 $0
PPL
Ppl Corp

Utilities
-14
Closed
$33.45 - $36.5 $468 - $511
0 $0
RBLX
Roblox Corp

Communication Services
-8
Closed
$51.22 - $105.59 $410 - $845
0 $0
CDW
Cdw Corp

Technology
-3
Closed
$144.49 - $190.68 $433 - $572
0 $0
HBAN
Huntington Bancshares Inc

Financial Services
-26
Closed
$12.49 - $16.76 $325 - $436
0 $0
DTE
Dte Energy CO

Utilities
-4
Closed
$127.39 - $139.49 $510 - $558
0 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-3
Closed
$186.58 - $225.78 $560 - $677
0 $0
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-9
Closed
$41.37 - $53.28 $372 - $480
0 $0
FE
Firstenergy Corp

Utilities
-11
Closed
$38.31 - $43.17 $421 - $475
0 $0
CINF
Cincinnati Financial Corp

Financial Services
-3
Closed
$126.6 - $151.6 $380 - $455
0 $0
AWK
American Water Works Company, Inc.

Utilities
-4
Closed
$133.82 - $151.96 $535 - $608
0 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
Closed
$328.01 - $475.68 $328 - $476
0 $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-4
Closed
$118.81 - $151.28 $475 - $605
0 $0
VRSN
Verisign Inc

Technology
-2
Closed
$234.49 - $288.8 $469 - $578
0 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-4
Closed
$90.21 - $112.66 $361 - $451
0 $0
BIIB
Biogen Inc.

Healthcare
-3
Closed
$113.38 - $135.49 $340 - $406
0 $0
WAT
Waters Corp

Healthcare
-2
Closed
$307.71 - $366.67 $615 - $733
0 $0
EQR
Equity Residential

Real Estate
-6
Closed
$61.82 - $71.72 $371 - $430
0 $0
CFG
Citizens Financial Group Inc

Financial Services
-10
Closed
$34.27 - $44.75 $343 - $448
0 $0
MKC
Mccormick & CO Inc

Consumer Defensive
-6
Closed
$71.11 - $82.25 $427 - $494
0 $0
DVN
Devon Energy Corp

Energy
-12
Closed
$26.8 - $37.92 $322 - $455
0 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
-5
Closed
$66.85 - $79.33 $334 - $397
0 $0
TTWO
Take Two Interactive Software Inc

Communication Services
-3
Closed
$194.58 - $243.05 $584 - $729
0 $0
CSL
Carlisle Companies Inc

Industrials
-2
Closed
$317.1 - $408.5 $634 - $817
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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