Cowa, LLC Incresed Positions 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
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
IBDW
Ishares Tr Ibonds Dec 2031 Ter
46.9K
+ 34.72%
$20.77 - $21.32 $975K - $1M
182K $3.86M
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
SYLD
Cambria Shareholder Yld ETF

ETFs
5.8K
+ 69.58%
$63.93 - $70.45 $371K - $409K
14.1K $971K
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
990
+ 16.98%
$182.33 - $194.5 $181K - $193K
6.82K $1.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
519
+ 2.92%
$181.56 - $190.33 $94.2K - $98.8K
18.3K $3.47M
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
RTX
Raytheon Technologies Corp

Industrials
170
+ 4.8%
$144.19 - $167.33 $24.5K - $28.4K
3.71K $620K
KRE
Spdr S&P Regional Banking ETF

ETFs
567
+ 3.44%
$58.82 - $66.17 $33.4K - $37.5K
17.1K $1.08M
MSFT
Microsoft Corp

Technology
12
+ 0.29%
$491.09 - $535.64 $5.89K - $6.43K
4.17K $2.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 22.73%
$459.11 - $506.91 $68.9K - $76K
810 $407K
NVDA
Nvidia Corp

Technology
65
+ 2.51%
$153.3 - $186.58 $9.96K - $12.1K
2.65K $494K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.79K
+ 20.24%
$41.17 - $43.65 $73.7K - $78.1K
10.6K $457K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 0.26%
$108.46 - $120.63 $2.17K - $2.41K
7.61K $903K
VZ
Verizon Communications Inc

Communication Services
1.36K
+ 8.75%
$40.84 - $45.06 $55.7K - $61.4K
16.9K $744K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.47K
+ 4.22%
$25.24 - $25.56 $62.3K - $63.1K
61K $1.56M
PCG
Pg&E Corp

Utilities
3.44K
+ 22.71%
$13.0 - $15.73 $44.7K - $54.1K
18.6K $280K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
58
+ 6.28%
$393.18 - $439.39 $22.8K - $25.5K
981 $427K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
137
+ 1.85%
$121.99 - $134.19 $16.7K - $18.4K
7.52K $976K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.82K
+ 15.63%
$24.14 - $24.34 $43.9K - $44.3K
13.5K $327K
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
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