Cowa, LLC Purchases in Q2 2025

Cowa, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20K
New
$85.42 - $94.39 $1.71M - $1.89M
20K $1.88M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.2K
New
$43.53 - $54.46 $1.14M - $1.42M
26.2K $1.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.83K
New
$152.42 - $182.82 $889K - $1.07M
5.83K $1.07M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
22.8K
New
$36.01 - $45.69 $822K - $1.04M
22.8K $1.04M
NVDA
Nvidia Corp

Technology
2.59K
New
$94.31 - $157.99 $244K - $409K
2.59K $408K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
8.85K
New
$37.87 - $42.54 $335K - $376K
8.85K $371K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
923
New
$299.15 - $396.54 $276K - $366K
923 $366K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.37K
New
$111.3 - $134.5 $264K - $319K
2.37K $319K
UNH
Unitedhealth Group Inc

Healthcare
926
New
$274.35 - $599.47 $254K - $555K
926 $288K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.6K
New
$23.96 - $24.27 $279K - $282K
11.6K $282K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.21K
New
$53.23 - $70.65 $224K - $297K
4.21K $243K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.1K
New
$32.61 - $38.62 $199K - $235K
6.1K $232K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
8.03K
New
$25.57 - $29.33 $205K - $236K
8.03K $231K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
7.91K
New
$22.25 - $28.0 $176K - $221K
7.91K $221K
FYLD
Cambria Foreign Shareholder Yi

ETFs
7.53K
New
$23.46 - $29.42 $177K - $221K
7.53K $220K
LLY
Eli Lilly & CO

Healthcare
282
New
$713.71 - $898.95 $201K - $254K
282 $219K
PCG
Pg&E Corp

Utilities
15.2K
New
$13.55 - $17.87 $205K - $271K
15.2K $211K
DAL
Delta Air Lines, Inc.

Industrials
4.14K
New
$35.88 - $52.99 $148K - $219K
4.14K $203K
Ge Vernova Inc
429
New
N/A
429 $0
Cybin Inc
1.5K
+ 12.82%
N/A
13.2K $0
CNHI
Cnh Industrial N.V.

Industrials
20
+ 0.12%
N/A
17K $177K
UPS
United Parcel Service Inc

Industrials
6.74K
+ 329.16%
$91.92 - $110.2 $619K - $743K
8.79K $886K
PFE
Pfizer Inc

Healthcare
1.23K
+ 12.63%
$21.59 - $24.84 $26.5K - $30.5K
11K $265K
AXP
American Express CO

Financial Services
130
+ 13.33%
$231.39 - $318.98 $30.1K - $41.5K
1.11K $352K
EMR
Emerson Electric CO

Industrials
31
+ 1.25%
$94.15 - $133.33 $2.92K - $4.13K
2.51K $334K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 2.09%
$243.75 - $303.93 $5.61K - $6.99K
1.12K $340K
GE
General Electric CO

Industrials
153
+ 9.12%
$166.81 - $257.39 $25.5K - $39.4K
1.83K $471K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
347
+ 7.49%
$73.0 - $85.5 $25.3K - $29.7K
4.98K $418K
IBDV
Ishares Tr

Technology
9.43K
+ 54.51%
$21.28 - $21.98 $201K - $207K
26.7K $587K
XLF
Financial Sector Spdr

ETFs
29
+ 0.36%
$43.92 - $52.37 $1.27K - $1.52K
8.03K $420K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.35K
+ 44.51%
$99.37 - $134.05 $135K - $182K
4.4K $498K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.09K
+ 6.85%
$23.14 - $27.82 $25.2K - $30.2K
17K $463K
PEP
Pepsico Inc

Consumer Defensive
2.88K
+ 104.65%
$128.02 - $151.37 $368K - $436K
5.63K $743K
PG
Procter & Gamble CO

Consumer Defensive
538
+ 20.64%
$157.66 - $172.39 $84.8K - $92.7K
3.15K $501K
C
Citigroup Inc

Financial Services
144
+ 2.09%
$58.13 - $85.12 $8.37K - $12.3K
7.02K $597K
WFC
Wells Fargo & Company

Financial Services
823
+ 12.1%
$60.98 - $80.12 $50.2K - $65.9K
7.62K $610K
JPM
Jpmorgan Chase & CO

Financial Services
694
+ 34.56%
$210.28 - $289.91 $146K - $201K
2.7K $783K
OGE
Oge Energy Corp.

Utilities
4
+ 0.04%
$42.23 - $46.38 $169 - $186
10.8K $478K
KHC
Kraft Heinz CO

Consumer Defensive
1.78K
+ 10.48%
$25.61 - $30.81 $45.5K - $54.8K
18.7K $483K
ABT
Abbott Laboratories

Healthcare
407
+ 9.89%
$123.95 - $138.08 $50.4K - $56.2K
4.52K $614K
CSCO
Cisco Systems, Inc.

Technology
942
+ 10.16%
$53.19 - $69.38 $50.1K - $65.4K
10.2K $708K
XLE
Energy Sector Spdr

ETFs
9
+ 0.14%
$76.44 - $94.13 $688 - $847
6.56K $556K
DVN
Devon Energy Corp

Energy
3.54K
+ 21.65%
$26.8 - $37.92 $95K - $134K
19.9K $633K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
69
+ 0.55%
$44.37 - $50.04 $3.06K - $3.45K
12.7K $604K
VZ
Verizon Communications Inc

Communication Services
762
+ 5.14%
$41.67 - $45.62 $31.8K - $34.8K
15.6K $674K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.44K
+ 6.79%
$28.02 - $32.37 $40.4K - $46.6K
22.7K $720K
CVX
Chevron Corp

Energy
1.04K
+ 24.55%
$133.73 - $168.51 $139K - $175K
5.27K $754K
LNC
Lincoln National Corp

Financial Services
2.38K
+ 11.88%
$28.95 - $37.27 $68.9K - $88.7K
22.4K $775K
KO
Coca Cola CO

Consumer Defensive
783
+ 7.53%
$68.37 - $73.9 $53.5K - $57.9K
11.2K $790K
Activity Summary
Buys All Purchases 85 New Holdings 20 Increased Positions 65 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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