Cowa, LLC Incresed Positions in Q2 2025

Cowa, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
IBM
International Business Machines Corp

Technology
172
+ 3.78%
$221.03 - $294.78 $38K - $50.7K
4.73K $1.39M
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
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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