Cowa, LLC Incresed Positions in Q3 2024

Cowa, LLC

  • $210 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
29.3K
+ 21.07%
$88.24 - $99.7 $2.58M - $2.92M
168K $16.2B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
134K
+ 100.77%
$22.76 - $23.41 $3.05M - $3.13M
267K $6.25B
DFIV
Dimensional ETF Tr

ETFs
64.7K
+ 19.88%
$34.66 - $38.38 $2.24M - $2.48M
390K $14.9B
FNDX
Schwab Fundamental U S Large C

ETFs
32.9K
+ 93.57%
$65.36 - $71.76 $2.15M - $2.36M
68.1K $4.89B
FNDE
Schwab Fundamental Emerging Mk

ETFs
53.2K
+ 67.76%
$28.02 - $32.68 $1.49M - $1.74M
132K $4.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.2K
+ 151.51%
$105.53 - $118.34 $1.29M - $1.45M
20.3K $2.38B
GLD
Spdr Gold Trust

ETFs
3.8K
+ 23.62%
$215.56 - $246.98 $820K - $940K
19.9K $4.84B
IBHE
Ishares Ibonds 2025 Term High

ETFs
54.1K
+ 68.96%
$23.03 - $23.3 $1.24M - $1.26M
132K $3.09B
AVDV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 78.21%
$62.52 - $71.12 $862K - $980K
31.4K $2.22B
AAPL
Apple Inc.

Technology
961
+ 2.65%
$207.23 - $234.82 $199K - $226K
37.3K $8.68B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.81K
+ 20.38%
$66.31 - $74.08 $253K - $283K
22.5K $1.65B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.3K
+ 15.96%
$53.07 - $62.66 $175K - $207K
24K $1.47B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
489
+ 1.24%
$77.02 - $85.06 $37.7K - $41.6K
39.9K $3.37B
GOOGL
Alphabet Inc.

Communication Services
2.1K
+ 71.09%
$148.65 - $191.18 $312K - $402K
5.06K $839M
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 14.23%
$66.91 - $81.4 $116K - $141K
13.9K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
209
+ 4.5%
$520.18 - $576.82 $109K - $121K
4.86K $2.8B
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$175.1 - $223.38 $175 - $223
4.98K $1.1B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.61K
+ 70.96%
$30.61 - $34.92 $172K - $196K
13.5K $466M
T
At&T Inc.

Communication Services
3.89K
+ 8.5%
$18.21 - $22.28 $70.8K - $86.6K
49.6K $1.09B
BMY
Bristol Myers Squibb CO

Healthcare
2.05K
+ 20.68%
$39.66 - $51.75 $81.2K - $106K
12K $618M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.46K
+ 12.82%
$44.07 - $50.57 $64.4K - $73.9K
12.9K $650M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 4.6%
$405.19 - $478.57 $24.3K - $28.7K
1.37K $628M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.47K
+ 3.16%
$44.66 - $49.15 $199K - $219K
146K $6.88B
IP
International Paper CO

Consumer Cyclical
51
+ 0.39%
$42.55 - $49.98 $2.17K - $2.55K
13.1K $640M
DFAE
Dimensional ETF Tr

ETFs
1.77K
+ 10.69%
$24.46 - $27.82 $43.2K - $49.2K
18.3K $502M
LNC
Lincoln National Corp

Financial Services
1.91K
+ 11.23%
$28.71 - $34.05 $54.9K - $65.1K
18.9K $597M
CSCO
Cisco Systems, Inc.

Technology
110
+ 1.13%
$44.74 - $53.22 $4.92K - $5.85K
9.81K $522M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
705
+ 5.97%
$37.98 - $41.19 $26.8K - $29K
12.5K $515M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
202
+ 4.75%
$69.31 - $77.34 $14K - $15.6K
4.45K $341M
VZ
Verizon Communications Inc

Communication Services
65
+ 0.56%
$38.89 - $45.0 $2.53K - $2.93K
11.8K $528M
ORI
Old Republic International Corp

Financial Services
63
+ 0.76%
$29.89 - $35.9 $1.88K - $2.26K
8.38K $297M
KHC
Kraft Heinz CO

Consumer Defensive
65
+ 0.52%
$31.86 - $36.13 $2.07K - $2.35K
12.5K $439M
AMGN
Amgen Inc

Healthcare
10
+ 0.31%
$309.38 - $337.38 $3.09K - $3.37K
3.24K $1.04B
PRU
Prudential Financial Inc

Financial Services
26
+ 0.33%
$105.53 - $127.32 $2.74K - $3.31K
7.89K $955M
SYLD
Cambria Shareholder Yld ETF

ETFs
200
+ 4.55%
$66.68 - $72.81 $13.3K - $14.6K
4.6K $333M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.09%
$255.18 - $283.2 $255 - $283
1.1K $311M
PATH
Ui Path, Inc.

Technology
1.12K
+ 4.37%
$10.75 - $13.24 $12K - $14.8K
26.7K $342M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
35
+ 0.59%
$33.62 - $38.33 $1.18K - $1.34K
6K $226M
EPD
Enterprise Products Partners L.P.

Energy
13
+ 0.02%
$27.88 - $30.0 $362 - $390
85.8K $2.5B
APA
Apa Corp

Energy
2K
+ 23.26%
$23.34 - $32.22 $46.7K - $64.4K
10.6K $259M
LYB
Lyondell Basell Industries N.V.

Basic Materials
19
+ 0.59%
$92.56 - $99.46 $1.76K - $1.89K
3.25K $311M
PAGP
Plains Gp Holdings LP

Energy
87
+ 0.2%
$17.93 - $19.98 $1.56K - $1.74K
44.4K $821M
CVX
Chevron Corp

Energy
2
+ 0.05%
$137.88 - $161.97 $276 - $324
3.81K $561M
PSX
Phillips 66

Energy
78
+ 0.97%
$125.0 - $147.17 $9.75K - $11.5K
8.1K $1.06B
SHEL
Shell PLC

Energy
75
+ 0.38%
$65.65 - $73.28 $4.92K - $5.5K
19.7K $1.3B
COP
Conocophillips

Energy
155
+ 0.78%
$102.3 - $116.61 $15.9K - $18.1K
20K $2.11B
Activity Summary
Buys All Purchases 60 New Holdings 13 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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