Cowa, LLC Incresed Positions in Q4 2024

Cowa, LLC

  • $217 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
296K
+ 610.24%
N/A
344K $8.28B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
74.6K
+ 27.96%
$23.03 - $23.33 $1.72M - $1.74M
341K $7.9B
AVDV
American Centy ETF Tr Avantis

ETFs
25.7K
+ 81.96%
$63.85 - $70.4 $1.64M - $1.81M
57.1K $3.65B
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 8.22%
$94.37 - $106.41 $1.31M - $1.47M
182K $17.6B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
41.6K
+ 305.27%
$24.82 - $25.48 $1.03M - $1.06M
55.3K $1.38B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
46.6K
+ 58.57%
$22.71 - $23.47 $1.06M - $1.09M
126K $2.88B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
38K
+ 35.54%
$25.0 - $25.11 $950K - $954K
145K $3.63B
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.8K
+ 207.97%
$174.22 - $187.62 $4.85M - $5.22M
41.2K $3.2B
FNDE
Schwab Fundamental Emerging Mk

ETFs
42.3K
+ 32.16%
$28.89 - $33.95 $1.22M - $1.44M
174K $5.05B
HPE
Hewlett Packard Enterprise CO

Technology
36.6K
+ 332.81%
$19.31 - $23.95 $707K - $877K
47.6K $1.02B
MSFT
Microsoft Corp

Technology
900
+ 27.24%
$406.35 - $454.46 $366K - $409K
4.2K $1.77B
BMY
Bristol Myers Squibb CO

Healthcare
5.02K
+ 41.97%
$51.92 - $59.94 $260K - $301K
17K $960M
IBHE
Ishares Ibonds 2025 Term High

ETFs
13.4K
+ 10.11%
$23.08 - $23.28 $309K - $312K
146K $3.38B
EPD
Enterprise Products Partners L.P.

Energy
2.01K
+ 2.35%
$28.66 - $34.43 $57.7K - $69.3K
87.8K $2.75B
WMB
Williams Companies, Inc.

Energy
1.91K
+ 37.99%
$46.37 - $59.74 $88.3K - $114K
6.92K $437M
IVV
Ishares Core S&P 500 ETF

ETFs
232
+ 4.78%
$570.51 - $610.59 $132K - $142K
5.09K $3B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.02K
+ 98.44%
$82.28 - $117.52 $249K - $355K
6.09K $516M
CPB
Campbell Soup CO

Consumer Defensive
4.96K
+ 87.43%
$41.42 - $48.71 $205K - $242K
10.6K $445M
VZ
Verizon Communications Inc

Communication Services
4.21K
+ 35.78%
$39.6 - $45.21 $167K - $190K
16K $639M
LLY
Eli Lilly & CO

Healthcare
225
+ 32.01%
$727.2 - $932.06 $164K - $210K
928 $716M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.47K
+ 19.77%
$40.26 - $42.88 $99.6K - $106K
15K $606M
CNHI
Cnh Industrial N.V.

Industrials
7K
+ 70.0%
N/A
17K $193M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.36K
+ 17.42%
$33.7 - $37.69 $79.4K - $88.8K
15.9K $545M
PATH
Ui Path, Inc.

Technology
5.65K
+ 21.17%
$11.95 - $15.5 $67.5K - $87.6K
32.3K $411M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.2K
+ 26.06%
$68.06 - $76.27 $81.5K - $91.4K
5.8K $397M
T
At&T Inc.

Communication Services
1.07K
+ 2.16%
$21.22 - $23.88 $22.7K - $25.6K
50.7K $1.15B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.5K
+ 8.9%
$21.25 - $22.07 $95.6K - $99.3K
55.1K $1.17B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
65
+ 9.07%
$340.59 - $380.5 $22.1K - $24.7K
782 $286M
PFE
Pfizer Inc

Healthcare
1.5K
+ 21.34%
$24.8 - $30.19 $37.2K - $45.3K
8.53K $226M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 1.64%
$280.04 - $302.45 $5.04K - $5.44K
1.12K $324M
LNC
Lincoln National Corp

Financial Services
110
+ 0.58%
$30.46 - $36.84 $3.35K - $4.05K
19.1K $604M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
620
+ 4.82%
$47.77 - $51.75 $29.6K - $32.1K
13.5K $651M
CVX
Chevron Corp

Energy
46
+ 1.21%
$141.15 - $162.53 $6.49K - $7.48K
3.86K $559M
XOM
Exxon Mobil Corp

Energy
649
+ 8.64%
$105.51 - $125.37 $68.5K - $81.4K
8.16K $878M
PAGP
Plains Gp Holdings LP

Energy
90
+ 0.2%
$17.2 - $20.02 $1.55K - $1.8K
44.5K $817M
DFAE
Dimensional ETF Tr

ETFs
1.13K
+ 6.17%
$25.36 - $28.15 $28.7K - $31.8K
19.4K $493M
COP
Conocophillips

Energy
2.32K
+ 11.61%
$95.12 - $114.72 $221K - $266K
22.3K $2.09B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
30
+ 0.67%
$70.1 - $76.53 $2.1K - $2.3K
4.48K $317M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
75
+ 0.37%
$113.92 - $127.38 $8.54K - $9.55K
20.4K $2.35B
PG
Procter & Gamble CO

Consumer Defensive
305
+ 11.53%
$161.05 - $179.7 $49.1K - $54.8K
2.95K $427M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81.6K
+ 204.31%
$26.93 - $84.95 $2.2M - $6.93M
121K $3.32B
DVN
Devon Energy Corp

Energy
245
+ 1.87%
$30.52 - $42.96 $7.48K - $10.5K
13.4K $437M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
329
+ 0.97%
$23.01 - $26.06 $7.57K - $8.57K
34.3K $793M
KO
Coca Cola CO

Consumer Defensive
111
+ 1.01%
$61.74 - $71.71 $6.85K - $7.96K
11.1K $693M
PSX
Phillips 66

Energy
1
+ 0.01%
$110.35 - $138.93 $110 - $139
8.1K $923M
HDV
Ishares Core High Dividend ETF

ETFs
1.03K
+ 1.95%
$110.82 - $121.28 $114K - $124K
53.7K $6.03B
VEU
Vanguard Ftse All World Ex Us

ETFs
28
+ 0.08%
$57.29 - $63.1 $1.6K - $1.77K
34.6K $1.99B
IEFA
Ishares Tr

ETFs
226
+ 0.59%
$70.06 - $77.43 $15.8K - $17.5K
38.4K $2.7B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.01K
+ 1.61%
$43.02 - $47.32 $130K - $143K
191K $8.24B
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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