Cowa, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $16.2B, Dimensional ETF Tr with a value of $14.9B, Ishares Tr with a value of $8.72B, Apple Inc. with a value of $8.68B, and Spdr Portfolio S&P 500 High Di with a value of $8.56B.

Examining the 13F form we can see an increase of $22.6B in the current position value, from $187B to 210B.

Cowa, LLC is based out at Tulsa, OK

Below you can find more details about Cowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $152 Billion
Energy: $17 Billion
Technology: $12.9 Billion
Financial Services: $7.03 Billion
Industrials: $5.22 Billion
Healthcare: $4.8 Billion
Consumer Defensive: $4.21 Billion
Communication Services: $2.46 Billion
Other: $4.58 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $210 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Cowa, LLC Portfolio

Follow Cowa, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cowa, LLC with notifications on news.