Cowa, LLC Purchases in Q3 2025

Cowa, LLC

  • $299 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
2.03K
+ 17.0%
$521.66 - $825.18 $1.06M - $1.67M
14K $11.5M
AVUV
American Centy ETF Tr Avantis

ETFs
17.5K
+ 8.59%
$90.37 - $102.12 $1.58M - $1.78M
221K $22M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
108K
+ 34.38%
$24.97 - $25.78 $2.68M - $2.77M
420K $10.8M
DFIV
Dimensional ETF Tr

ETFs
31.1K
+ 7.48%
$42.66 - $46.53 $1.33M - $1.45M
448K $20.6M
FNDB
Schwab Fundamental U S Broad M

ETFs
98.5K
New
$23.83 - $25.77 $2.35M - $2.54M
98.5K $2.54M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
97.3K
+ 14.19%
$23.09 - $23.43 $2.25M - $2.28M
783K $18.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
30.4K
+ 10.96%
$33.13 - $36.31 $1.01M - $1.1M
307K $11.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
71.6K
+ 11.73%
N/A
682K $16.2M
AVDV
American Centy ETF Tr Avantis

ETFs
6.36K
+ 9.72%
$79.24 - $89.03 $504K - $566K
71.7K $6.39M
IDV
Ishares Tr

ETFs
16.3K
+ 6.4%
$34.54 - $37.28 $563K - $608K
271K $9.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
26.6K
+ 13.0%
$26.46 - $28.43 $705K - $758K
232K $6.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
New
$546.99 - $602.2 $616K - $678K
1.13K $676K
UPS
United Parcel Service Inc

Industrials
9.49K
+ 107.99%
$82.58 - $105.54 $783K - $1M
18.3K $1.53M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.99K
+ 18.03%
$100.37 - $100.74 $601K - $603K
39.2K $3.95M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.69K
+ 11.43%
$79.76 - $85.78 $374K - $402K
45.7K $3.87M
KHC
Kraft Heinz CO

Consumer Defensive
17.6K
+ 93.98%
$25.63 - $28.94 $451K - $510K
36.4K $946K
HDV
Ishares Core High Dividend ETF

ETFs
1.32K
+ 2.43%
$118.16 - $123.66 $156K - $163K
55.7K $6.82M
INOD
Innodata Inc

Technology
6.17K
New
$36.68 - $75.94 $226K - $468K
6.17K $444K
SYLD
Cambria Shareholder Yld ETF

ETFs
5.8K
+ 69.58%
$63.93 - $70.45 $371K - $409K
14.1K $971K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
31.8K
New
$12.91 - $13.87 $410K - $441K
31.8K $426K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
266
+ 2.07%
$435.72 - $463.74 $116K - $123K
13.1K $6.09M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16K
+ 33.17%
$23.13 - $23.54 $370K - $377K
64.2K $1.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
330
+ 7.51%
$103.83 - $179.9 $34.3K - $59.4K
4.73K $844K
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.63K
New
$41.43 - $44.2 $316K - $337K
7.63K $337K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.26K
New
$131.78 - $176.09 $298K - $398K
2.26K $304K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
11.3K
New
$25.78 - $26.62 $292K - $301K
11.3K $298K
APA
Apa Corp

Energy
11.8K
New
$18.06 - $24.69 $214K - $292K
11.8K $287K
IEFA
Ishares Tr

ETFs
1.55K
+ 3.93%
$81.7 - $87.53 $127K - $136K
41.1K $3.59M
IBHE
Ishares Ibonds 2025 Term High

ETFs
12.3K
+ 10.71%
$23.14 - $23.23 $285K - $286K
127K $2.95M
TGT
Target Corp

Consumer Defensive
2.98K
New
$86.56 - $107.43 $258K - $320K
2.98K $267K
QUAL
Ishares Msci Usa Quality Facto

ETFs
990
+ 16.98%
$182.33 - $194.5 $181K - $193K
6.82K $1.33M
MGK
Vanguard Mega Cap Growth ETF

ETFs
616
New
$362.31 - $405.74 $223K - $250K
616 $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
519
+ 2.92%
$181.56 - $190.33 $94.2K - $98.8K
18.3K $3.47M
GIS
General Mills Inc

Consumer Defensive
4.51K
New
$48.44 - $53.83 $218K - $243K
4.51K $227K
NSC
Norfolk Southern Corp

Industrials
700
New
$259.49 - $300.41 $182K - $210K
700 $210K
CAG
Conagra Brands Inc.

Consumer Defensive
12.9K
+ 104.03%
$18.04 - $21.14 $233K - $273K
25.3K $463K
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 3.05%
$617.65 - $666.84 $55.6K - $60K
3.04K $2.03M
IBDV
Ishares Tr

Technology
8.78K
+ 32.83%
$21.75 - $22.22 $191K - $195K
35.5K $786K
XLV
Select Sector Spdr Fund Health

ETFs
1.27K
+ 39.53%
$129.01 - $139.72 $164K - $178K
4.49K $624K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.9K
+ 17.21%
$31.31 - $34.54 $122K - $135K
26.6K $895K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.28K
+ 17.9%
$47.56 - $49.7 $108K - $113K
15K $741K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.23K
+ 7.7%
$62.09 - $66.51 $76.6K - $82K
17.2K $1.13M
AES
Aes Corp

Utilities
4.94K
+ 20.3%
$10.77 - $13.94 $53.2K - $68.9K
29.3K $385K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
782
+ 0.61%
$26.38 - $27.95 $20.6K - $21.9K
128K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
551
+ 62.33%
$211.65 - $238.24 $117K - $131K
1.44K $315K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3.19K
+ 40.33%
$27.85 - $30.91 $88.8K - $98.6K
11.1K $338K
PEP
Pepsico Inc

Consumer Defensive
464
+ 8.24%
$133.81 - $152.16 $62.1K - $70.6K
6.09K $855K
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.97K
+ 39.47%
$29.19 - $31.97 $86.7K - $95K
10.5K $327K
OEC
Orion Engineered Carbons S.A.

Basic Materials
13.7K
New
$7.5 - $11.52 $103K - $158K
13.7K $103K
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cowa, LLC Portfolio

Follow Cowa, 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 Cowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cowa, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email