Cowa, LLC Reduced Holdings in Q2 2025

Cowa, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
-32.6K
- 11.35%
$27.79 - $34.84 $906K - $1.14M
255K $8.79M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.15K
- 1.1%
$38.81 - $44.28 $83.5K - $95.3K
193K $8.21M
DFAI
Dimensional ETF Tr

ETFs
-59.3K
- 28.91%
$28.02 - $34.71 $1.66M - $2.06M
146K $5.04M
HDV
Ishares Core High Dividend ETF

ETFs
-4
- 0.01%
$108.41 - $120.51 $434 - $482
54.4K $6.37M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-20
- 0.16%
$376.48 - $440.65 $7.53K - $8.81K
12.9K $5.67M
OKE
Oneok Inc

Energy
-3.62K
- 6.8%
$78.71 - $100.37 $285K - $363K
49.6K $4.05M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-8.55K
- 9.4%
$45.07 - $52.57 $385K - $449K
82.4K $4.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-24.3K
- 57.76%
$152.93 - $181.74 $3.71M - $4.41M
17.8K $3.23M
GLD
Spdr Gold Trust

ETFs
-967
- 9.13%
$273.71 - $316.29 $265K - $306K
9.62K $2.93M
EPD
Enterprise Products Partners L.P.

Energy
-5.19K
- 5.84%
$28.95 - $34.22 $150K - $177K
83.6K $2.59M
COP
Conocophillips

Energy
-219
- 1.04%
$82.66 - $106.1 $18.1K - $23.2K
20.7K $1.86M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.1K
- 4.9%
$25.04 - $25.18 $103K - $103K
79.4K $2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.4K
- 62.07%
$90.56 - $109.49 $1.12M - $1.36M
7.59K $828K
MSFT
Microsoft Corp

Technology
-344
- 7.64%
$354.56 - $497.45 $122K - $171K
4.16K $2.07M
SHEL
Shell PLC

Energy
-2.83K
- 15.43%
$59.75 - $73.05 $169K - $207K
15.5K $1.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.73K
- 22.29%
$48.81 - $59.48 $231K - $281K
16.5K $979K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.25K
- 4.45%
$22.7 - $23.33 $51K - $52.4K
48.2K $1.12M
PSX
Phillips 66

Energy
-165
- 2.06%
$92.87 - $125.73 $15.3K - $20.7K
7.84K $934K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-157
- 0.97%
$51.16 - $62.02 $8.03K - $9.74K
16K $993K
HPE
Hewlett Packard Enterprise CO

Technology
-18.8K
- 33.48%
$12.51 - $20.45 $235K - $385K
37.4K $764K
GOOGL
Alphabet Inc.

Communication Services
-2.72K
- 55.98%
$144.7 - $178.6 $394K - $486K
2.14K $376K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-705
- 51.65%
$483.48 - $539.8 $341K - $381K
660 $320K
IP
International Paper CO

Consumer Cyclical
-306
- 2.55%
$43.89 - $54.46 $13.4K - $16.7K
11.7K $547K
SYLD
Cambria Shareholder Yld ETF

ETFs
-92
- 1.09%
$55.35 - $65.57 $5.09K - $6.03K
8.34K $542K
DHR
Danaher Corp

Healthcare
-49
- 1.96%
$174.64 - $205.16 $8.56K - $10.1K
2.45K $484K
RTX
Raytheon Technologies Corp

Industrials
-92
- 2.53%
$113.75 - $148.48 $10.5K - $13.7K
3.54K $517K
XLV
Select Sector Spdr Fund Health

ETFs
-52
- 1.59%
$128.77 - $144.3 $6.7K - $7.5K
3.22K $433K
WMB
Williams Companies, Inc.

Energy
-1.45K
- 22.03%
$54.33 - $62.87 $78.5K - $90.8K
5.12K $321K
PATH
Ui Path, Inc.

Technology
-23.2K
- 57.01%
$9.79 - $13.31 $227K - $308K
17.5K $223K
MO
Altria Group, Inc.

Consumer Defensive
-81
- 1.33%
$55.56 - $60.91 $4.5K - $4.93K
6.02K $352K
AES
Aes Corp

Utilities
-1.94K
- 7.39%
$9.63 - $12.55 $18.7K - $24.4K
24.4K $256K
AR
Antero Resources Corp

Energy
-1K
- 15.38%
$31.92 - $43.78 $31.9K - $43.8K
5.5K $221K
AMZN
Amazon Com Inc

Consumer Cyclical
-209
- 19.12%
$167.32 - $223.3 $35K - $46.7K
884 $193K
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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