Winnow Wealth LLC Closed Holding Positions

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PPG
Ppg Industries Inc

Basic Materials
Q2 2025 Filed on Aug 12, 2025
212
$91.66 - $115.04 $19.4K - $24.4K
POOL
Pool Corp

Industrials
Q2 2025 Filed on Aug 12, 2025
1
$285.0 - $325.66 $285 - $326
PCAR
Paccar Inc

Industrials
Q2 2025 Filed on Aug 12, 2025
7
$86.4 - $99.09 $605 - $694
PCG
Pg&E Corp

Utilities
Q2 2025 Filed on Aug 12, 2025
41
$13.55 - $17.87 $556 - $733
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2025 Filed on Aug 12, 2025
224
$175.97 - $201.36 $39.4K - $45.1K
PLTR
Palantir Technologies Inc.

Technology
Q2 2025 Filed on Aug 12, 2025
37
$74.01 - $144.25 $2.74K - $5.34K
PANW
Palo Alto Networks Inc

Technology
Q2 2025 Filed on Aug 12, 2025
3,557
$152.44 - $204.64 $542K - $728K
PARA
Paramount Global

Communication Services
Q2 2025 Filed on Aug 12, 2025
12
$10.65 - $12.9 $128 - $155
PH
Parker Hannifin Corp

Industrials
Q2 2025 Filed on Aug 12, 2025
3
$517.23 - $700.54 $1.55K - $2.1K
PAYX
Paychex Inc

Industrials
Q2 2025 Filed on Aug 12, 2025
7
$137.01 - $159.78 $959 - $1.12K
PAYC
Paycom Software, Inc.

Technology
Q2 2025 Filed on Aug 12, 2025
1
$193.07 - $265.71 $193 - $266
PBT
Permian Basin Royalty Trust

Energy
Q2 2025 Filed on Aug 12, 2025
480
$8.81 - $12.46 $4.23K - $5.98K
PFE
Pfizer Inc

Healthcare
Q2 2025 Filed on Aug 12, 2025
2,220
$21.59 - $24.84 $47.9K - $55.1K
PSX
Phillips 66

Energy
Q2 2025 Filed on Aug 12, 2025
255
$92.87 - $125.73 $23.7K - $32.1K
PINS
Pinterest, Inc.

Communication Services
Q2 2025 Filed on Aug 12, 2025
12
$24.21 - $35.95 $291 - $431
PLUG
Plug Power Inc

Industrials
Q2 2025 Filed on Aug 12, 2025
12
$0.7 - $1.49 $8.4 - $17.9
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2025 Filed on Aug 12, 2025
3
$483.07 - $625.6 $1.45K - $1.88K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2025 Filed on Aug 12, 2025
2
$145.91 - $168.0 $292 - $336
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2025 Filed on Aug 12, 2025
8
$451.58 - $565.94 $3.61K - $4.53K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2025 Filed on Aug 12, 2025
35,255
$50.48 - $50.71 $1.78M - $1.79M
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
115
$111.46 - $136.93 $12.8K - $15.7K
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2025 Filed on Aug 12, 2025
2
$124.73 - $152.78 $249 - $306
JBL
Jabil Inc

Technology
Q2 2025 Filed on Aug 12, 2025
5,223
$116.88 - $218.1 $610K - $1.14M
JKHY
Henry Jack & Associates Inc

Technology
Q2 2025 Filed on Aug 12, 2025
2
$163.54 - $186.02 $327 - $372
Jacobs Solutions Inc. Common Stock
Q2 2025 Filed on Aug 12, 2025
3
N/A
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q2 2025 Filed on Aug 12, 2025
25,176
$51.14 - $57.0 $1.29M - $1.44M
K
Kellogg CO

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
6
$77.85 - $82.88 $467 - $497
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
19
$32.56 - $35.71 $619 - $678
KEY
Keycorp

Financial Services
Q2 2025 Filed on Aug 12, 2025
17
$13.23 - $17.42 $225 - $296
KEYS
Keysight Technologies, Inc.

Technology
Q2 2025 Filed on Aug 12, 2025
3
$127.02 - $165.4 $381 - $496
KIM
Kimco Realty Corp

Real Estate
Q2 2025 Filed on Aug 12, 2025
11
$18.7 - $21.69 $206 - $239
KKR
Kkr & Co. Inc.

Financial Services
Q2 2025 Filed on Aug 12, 2025
12
$92.79 - $134.29 $1.11K - $1.61K
KLAC
Kla Corp

Technology
Q2 2025 Filed on Aug 12, 2025
3
$576.53 - $902.94 $1.73K - $2.71K
KR
Kroger CO

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
12
$64.62 - $74.0 $775 - $888
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
5
$22.54 - $23.17 $113 - $116
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2025 Filed on Aug 12, 2025
340
$110.58 - $132.14 $37.6K - $44.9K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2025 Filed on Aug 12, 2025
40,729
$12.37 - $14.5 $504K - $591K
INVH
Invitation Homes Inc.

Real Estate
Q2 2025 Filed on Aug 12, 2025
10
$30.53 - $35.47 $305 - $355
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2025 Filed on Aug 12, 2025
4
$137.0 - $174.37 $548 - $697
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2025 Filed on Aug 12, 2025
15,622
$40.82 - $43.14 $638K - $674K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2025 Filed on Aug 12, 2025
3,611
$102.02 - $103.5 $368K - $374K
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
91
$498.8 - $620.9 $45.4K - $56.5K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
587
$90.56 - $109.49 $53.2K - $64.3K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2025 Filed on Aug 12, 2025
15,899
$23.95 - $29.03 $381K - $462K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
7,753
$50.1 - $51.02 $388K - $396K
IDV
Ishares Tr

ETFs
Q2 2025 Filed on Aug 12, 2025
11,569
$27.79 - $34.84 $322K - $403K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
1,862
$72.96 - $90.39 $136K - $168K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2025 Filed on Aug 12, 2025
378
$152.42 - $182.82 $57.6K - $69.1K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2025 Filed on Aug 12, 2025
721
$320.42 - $424.58 $231K - $306K
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