Cowa, LLC Reduced Holdings in Q1 2025

Cowa, LLC

  • $234 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-42.6K
- 45.88%
$37.84 - $42.29 $1.61M - $1.8M
50.3K $1.91B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-75.8K
- 60.04%
$22.61 - $23.14 $1.71M - $1.75M
50.5K $1.17B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-61.3K
- 42.34%
$25.05 - $25.16 $1.54M - $1.54M
83.5K $2.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.8K
- 47.74%
$57.21 - $65.8 $845K - $972K
16.2K $944M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-39.5K
- 27.08%
$23.16 - $23.32 $914K - $921K
106K $2.47B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-39.3K
- 71.44%
$21.16 - $21.77 $832K - $856K
15.7K $342M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.28K
- 23.69%
$100.34 - $100.68 $831K - $834K
26.7K $2.69B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-18.4K
- 53.73%
$22.91 - $25.71 $422K - $474K
15.9K $403M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-15.3K
- 27.77%
$24.79 - $25.26 $380K - $388K
39.9K $1.01B
DFIV
Dimensional ETF Tr

ETFs
-44.2K
- 11.9%
$35.33 - $40.77 $1.56M - $1.8M
327K $12.8B
OKE
Oneok Inc

Energy
-1.98K
- 3.59%
$89.57 - $109.85 $178K - $218K
53.2K $5.28B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-408
- 2.0%
$102.49 - $119.96 $41.8K - $48.9K
20K $2.09B
IVV
Ishares Core S&P 500 ETF

ETFs
-173
- 3.4%
$554.06 - $615.85 $95.9K - $107K
4.92K $2.76B
SPY
Spdr S&P 500 ETF Trust

ETFs
-90
- 3.09%
$551.42 - $612.93 $49.6K - $55.2K
2.82K $1.58B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.05K
- 50.05%
$80.53 - $147.57 $245K - $450K
3.04K $402M
JPM
Jpmorgan Chase & CO

Financial Services
-453
- 18.41%
$225.19 - $279.95 $102K - $127K
2.01K $493M
DHR
Danaher Corp

Healthcare
-90
- 3.47%
$201.62 - $250.59 $18.1K - $22.6K
2.5K $513M
AMZN
Amazon Com Inc

Consumer Cyclical
-320
- 22.65%
$190.26 - $242.06 $60.9K - $77.5K
1.09K $208M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-211
- 2.9%
$122.03 - $134.83 $25.7K - $28.4K
7.07K $868M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-32
- 2.29%
$203.38 - $274.79 $6.51K - $8.79K
1.37K $281M
KBE
Spdr S&P Bank ETF

ETFs
-371
- 4.27%
$51.28 - $59.92 $19K - $22.2K
8.31K $440M
Cybin Inc
-1.3K
- 10.0%
N/A
11.7K $74.2M
IP
International Paper CO

Consumer Cyclical
-462
- 3.71%
$49.38 - $60.09 $22.8K - $27.8K
12K $641M
CPB
Campbell Soup CO

Consumer Defensive
-77
- 0.72%
$37.29 - $42.04 $2.87K - $3.24K
10.6K $421M
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 1.7%
$271.18 - $303.12 $5.15K - $5.76K
1.1K $302M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-833
- 6.18%
$47.08 - $50.67 $39.2K - $42.2K
12.6K $635M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-133
- 0.89%
$39.61 - $42.65 $5.27K - $5.67K
14.8K $605M
EWJ
Ishares Msci Japan ETF

ETFs
-178
- 2.1%
$65.24 - $71.7 $11.6K - $12.8K
8.3K $569M
WMB
Williams Companies, Inc.

Energy
-360
- 5.2%
$54.02 - $61.09 $19.4K - $22K
6.56K $441M
XOM
Exxon Mobil Corp

Energy
-726
- 8.9%
$105.44 - $118.93 $76.5K - $86.3K
7.43K $884M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-177
- 1.24%
$39.18 - $43.52 $6.93K - $7.7K
14.1K $590M
CSCO
Cisco Systems, Inc.

Technology
-193
- 2.04%
$58.74 - $64.87 $11.3K - $12.5K
9.27K $572M
PG
Procter & Gamble CO

Consumer Defensive
-344
- 11.66%
$158.56 - $176.26 $54.5K - $60.6K
2.61K $444M
VDE
Vanguard Energy ETF

ETFs
-25
- 0.88%
$119.14 - $132.76 $2.98K - $3.32K
2.8K $363M
XLV
Select Sector Spdr Fund Health

ETFs
-35
- 1.06%
$137.61 - $149.68 $4.82K - $5.24K
3.27K $477M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.31K
- 3.78%
$56.51 - $62.98 $74K - $82.5K
33.3K $2.02B
VZ
Verizon Communications Inc

Communication Services
-1.16K
- 7.26%
$37.81 - $46.49 $43.9K - $53.9K
14.8K $672M
XLE
Energy Sector Spdr

ETFs
-145
- 2.17%
$85.7 - $93.96 $12.4K - $13.6K
6.55K $612M
GE
General Electric CO

Industrials
-93
- 5.25%
$168.59 - $212.13 $15.7K - $19.7K
1.68K $336M
KO
Coca Cola CO

Consumer Defensive
-735
- 6.6%
$60.81 - $72.32 $44.7K - $53.2K
10.4K $745M
PSX
Phillips 66

Energy
-99
- 1.22%
$113.93 - $131.55 $11.3K - $13K
8K $988M
ABBV
Abb Vie Inc.

Healthcare
-500
- 9.16%
$169.2 - $216.66 $84.6K - $108K
4.96K $1.04B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.03K
- 5.24%
$48.65 - $53.06 $245K - $267K
91K $4.72B
COP
Conocophillips

Energy
-1.36K
- 6.08%
$88.6 - $105.85 $120K - $144K
21K $2.2B
IBM
International Business Machines Corp

Technology
-48
- 1.04%
$217.4 - $264.74 $10.4K - $12.7K
4.55K $1.13B
PEP
Pepsico Inc

Consumer Defensive
-300
- 9.84%
$142.64 - $156.42 $42.8K - $46.9K
2.75K $412M
AMGN
Amgen Inc

Healthcare
-70
- 2.17%
$258.59 - $327.36 $18.1K - $22.9K
3.15K $981M
T
At&T Inc.

Communication Services
-61
- 0.12%
$21.56 - $28.28 $1.32K - $1.73K
50.7K $1.43B
GLD
Spdr Gold Trust

ETFs
-800
- 7.02%
$243.19 - $288.14 $195K - $231K
10.6K $3.05B
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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