Cowa, LLC Incresed Positions in Q1 2025

Cowa, LLC

  • $234 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
203K
+ 59.41%
$23.13 - $23.41 $4.69M - $4.75M
544K $12.6B
DFAI
Dimensional ETF Tr

ETFs
57.3K
+ 38.8%
$28.88 - $32.4 $1.66M - $1.86M
205K $7.33B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
117K
+ 34.0%
N/A
461K $11.2B
CTA
Simplify Exch Traded Fds Simpl

ETFs
54.6K
+ 50.76%
$27.81 - $30.21 $1.52M - $1.65M
162K $4.8B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
75.3K
+ 571.73%
$20.1 - $20.8 $1.51M - $1.57M
88.4K $1.83B
IDV
Ishares Tr

ETFs
12.2K
+ 4.44%
$27.0 - $31.7 $330K - $387K
287K $8.91B
DFAE
Dimensional ETF Tr

ETFs
36.5K
+ 187.97%
$24.64 - $26.86 $900K - $981K
56K $1.75B
FIX
Comfort Systems Usa Inc

Industrials
5.07K
+ 95.23%
$313.26 - $550.27 $1.59M - $2.79M
10.4K $3.35B
FNDE
Schwab Fundamental Emerging Mk

ETFs
21.2K
+ 12.16%
$28.11 - $32.0 $595K - $677K
195K $6.01B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.54K
+ 16.99%
$67.08 - $76.14 $372K - $422K
38.2K $2.81B
RSP
Invesco S&P 500 Equal Weight E

ETFs
816
+ 1.98%
$169.43 - $182.84 $138K - $149K
42K $3.76B
AVDV
American Centy ETF Tr Avantis

ETFs
2.88K
+ 5.04%
$63.74 - $71.96 $184K - $207K
60K $4.19B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.91K
+ 2.58%
$42.18 - $45.16 $207K - $222K
196K $8.65B
EPD
Enterprise Products Partners L.P.

Energy
1.01K
+ 1.15%
$31.75 - $34.14 $32.1K - $34.5K
88.8K $3.03B
IEFA
Ishares Tr

ETFs
693
+ 1.8%
$69.57 - $78.65 $48.2K - $54.5K
39.1K $2.96B
FNDX
Schwab Fundamental U S Large C

ETFs
8.97K
+ 4.82%
$23.03 - $25.01 $207K - $224K
195K $4.6B
SHEL
Shell PLC

Energy
28
+ 0.15%
$62.84 - $73.29 $1.76K - $2.05K
18.4K $1.35B
WMT
Walmart Inc.

Consumer Defensive
2.55K
+ 20.95%
$84.5 - $105.05 $215K - $268K
14.7K $1.29B
KHC
Kraft Heinz CO

Consumer Defensive
6.29K
+ 58.98%
$28.51 - $32.22 $179K - $203K
17K $516M
DVN
Devon Energy Corp

Energy
3.01K
+ 22.54%
$33.15 - $38.55 $99.8K - $116K
16.4K $612M
CVX
Chevron Corp

Energy
373
+ 9.67%
$146.71 - $167.97 $54.7K - $62.7K
4.23K $708M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
6.84K
+ 27.62%
$25.79 - $33.75 $176K - $231K
31.6K $852M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.64K
+ 45.54%
$62.77 - $71.4 $166K - $188K
8.43K $538M
BMY
Bristol Myers Squibb CO

Healthcare
982
+ 5.79%
$53.9 - $63.11 $52.9K - $62K
18K $1.09B
PAGP
Plains Gp Holdings LP

Energy
97
+ 0.22%
$18.52 - $22.13 $1.8K - $2.15K
44.6K $952M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.36K
+ 33.73%
$31.63 - $35.22 $169K - $189K
21.2K $679M
LNC
Lincoln National Corp

Financial Services
981
+ 5.15%
$30.06 - $39.23 $29.5K - $38.5K
20K $720M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
394
+ 0.32%
$27.01 - $28.54 $10.6K - $11.2K
122K $3.41B
MO
Altria Group, Inc.

Consumer Defensive
300
+ 5.18%
$50.81 - $60.02 $15.2K - $18K
6.1K $366M
AR
Antero Resources Corp

Energy
500
+ 8.33%
$33.64 - $41.42 $16.8K - $20.7K
6.5K $263M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
150
+ 3.35%
$69.81 - $78.9 $10.5K - $11.8K
4.63K $361M
LUV
Southwest Airlines CO

Industrials
1.1K
+ 12.19%
$28.18 - $34.84 $31.1K - $38.4K
10.2K $341M
C
Citigroup Inc

Financial Services
865
+ 14.39%
$67.23 - $84.63 $58.2K - $73.2K
6.88K $488M
PFE
Pfizer Inc

Healthcare
1.2K
+ 14.07%
$25.01 - $27.13 $30K - $32.6K
9.73K $247M
PATH
Ui Path, Inc.

Technology
8.29K
+ 25.63%
$9.97 - $15.19 $82.6K - $126K
40.6K $418M
MSFT
Microsoft Corp

Technology
300
+ 7.14%
$375.39 - $447.2 $113K - $134K
4.5K $1.69B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.42K
+ 12.41%
$408.78 - $448.82 $581K - $638K
12.9K $5.41B
HPE
Hewlett Packard Enterprise CO

Technology
8.61K
+ 18.09%
$14.77 - $24.42 $127K - $210K
56.2K $867M
AVUV
American Centy ETF Tr Avantis

ETFs
11.1K
+ 6.12%
$84.95 - $100.62 $947K - $1.12M
193K $12.8B
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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