Cowa, LLC Purchases in Q2 2025

Cowa, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
264
+ 11.84%
$335.24 - $380.78 $88.5K - $101K
2.49K $914K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
319
+ 4.51%
$110.2 - $126.21 $35.2K - $40.3K
7.39K $924K
PRU
Prudential Financial Inc

Financial Services
518
+ 6.57%
$95.12 - $112.71 $49.3K - $58.4K
8.4K $902K
XOM
Exxon Mobil Corp

Energy
841
+ 11.32%
$99.93 - $119.04 $84K - $100K
8.27K $891K
Dimensional ETF Trust
368
+ 1.25%
N/A
29.9K $0
PAGP
Plains Gp Holdings LP

Energy
2.61K
+ 5.85%
$17.24 - $21.61 $45K - $56.4K
47.2K $916K
AMGN
Amgen Inc

Healthcare
14
+ 0.44%
$262.28 - $309.85 $3.67K - $4.34K
3.16K $883K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.6K
+ 46.63%
$24.94 - $25.42 $464K - $473K
58.5K $1.49M
ABBV
Abb Vie Inc.

Healthcare
329
+ 6.64%
$170.16 - $206.27 $56K - $67.9K
5.29K $981K
BMY
Bristol Myers Squibb CO

Healthcare
515
+ 2.87%
$44.12 - $59.6 $22.7K - $30.7K
18.5K $854K
BAC
Bank Of America Corp

Financial Services
248
+ 0.83%
$34.39 - $47.46 $8.53K - $11.8K
30.3K $1.43M
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 8.26%
$81.79 - $99.98 $99.5K - $122K
15.9K $1.56M
T
At&T Inc.

Communication Services
2.44K
+ 4.82%
$26.33 - $28.94 $64.3K - $70.7K
53.1K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 4.65%
$496.48 - $617.85 $65K - $80.9K
2.95K $1.82M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
46.7K
+ 52.83%
$20.23 - $21.04 $945K - $983K
135K $2.84M
DFAU
Dimensional ETF Tr

ETFs
42.4K
+ 84.25%
$34.04 - $42.36 $1.44M - $1.79M
92.6K $3.92M
VEU
Vanguard Ftse All World Ex Us

ETFs
40
+ 0.12%
$54.19 - $67.22 $2.17K - $2.69K
33.4K $2.24M
IBHE
Ishares Ibonds 2025 Term High

ETFs
8.51K
+ 8.0%
$22.98 - $23.27 $195K - $198K
115K $2.67M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.53K
+ 24.48%
$100.35 - $100.71 $655K - $658K
33.2K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
89
+ 1.81%
$498.8 - $620.9 $44.4K - $55.3K
5.01K $3.11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.89K
+ 7.56%
$65.84 - $80.81 $190K - $233K
41K $3.29M
IEFA
Ishares Tr

ETFs
430
+ 1.1%
$67.83 - $84.09 $29.2K - $36.2K
39.5K $3.3M
FIX
Comfort Systems Usa Inc

Industrials
1.53K
+ 14.66%
$296.51 - $536.21 $452K - $818K
11.9K $6.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.38K
+ 4.41%
$24.32 - $27.87 $131K - $150K
127K $3.37M
AVDV
American Centy ETF Tr Avantis

ETFs
5.38K
+ 8.96%
$61.76 - $79.32 $332K - $427K
65.4K $5.18M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
145K
+ 86.34%
$24.31 - $25.29 $3.52M - $3.67M
313K $7.91M
FNDX
Schwab Fundamental U S Large C

ETFs
24.2K
+ 12.41%
$20.84 - $24.54 $504K - $594K
219K $5.38M
CTA
Simplify Exch Traded Fds Simpl

ETFs
42.7K
+ 26.32%
$26.61 - $29.9 $1.14M - $1.28M
205K $5.48M
FNDE
Schwab Fundamental Emerging Mk

ETFs
81.7K
+ 41.84%
$26.66 - $33.09 $2.18M - $2.7M
277K $9.14M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
150K
+ 32.43%
N/A
611K $14.5M
AAPL
Apple Inc.

Technology
1.61K
+ 4.5%
$172.42 - $223.89 $278K - $361K
37.4K $7.68M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
141K
+ 25.98%
$22.57 - $23.23 $3.19M - $3.28M
686K $15.9M
AVUV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 5.24%
$75.17 - $91.21 $762K - $924K
203K $18.5M
DFIV
Dimensional ETF Tr

ETFs
89.3K
+ 27.31%
$34.67 - $43.21 $3.1M - $3.86M
416K $17.8M
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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