Winnow Wealth LLC Sells in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
-8.21K
Closed
$66.7 - $84.62 $548K - $695K
0 $0
FLEX
Flex Ltd.

Technology
-17.1K
Closed
$26.68 - $50.09 $457K - $857K
0 $0
PODD
Insulet Corp

Healthcare
-2.65K
Closed
$238.57 - $327.47 $631K - $866K
0 $0
AVT
Avnet Inc

Technology
-12.4K
Closed
$41.51 - $53.08 $514K - $658K
0 $0
PANW
Palo Alto Networks Inc

Technology
-3.56K
Closed
$152.44 - $204.64 $542K - $728K
0 $0
CHTR
Charter Communications, Inc.

Communication Services
-1.99K
- 99.0%
$321.68 - $427.25 $639K - $849K
20 $8.18M
OPCH
Option Care Health, Inc.

Healthcare
-26.7K
Closed
$30.69 - $34.95 $820K - $934K
0 $0
MMSI
Merit Medical Systems Inc

Healthcare
-6.52K
Closed
$88.48 - $107.04 $576K - $697K
0 $0
LNTH
Lantheus Holdings, Inc.

Healthcare
-6.9K
Closed
$73.86 - $108.74 $510K - $750K
0 $0
INCY
Incyte Corp

Healthcare
-8.82K
Closed
$55.17 - $71.22 $487K - $628K
0 $0
MPWR
Monolithic Power Systems Inc

Technology
-1.19K
Closed
$455.19 - $737.73 $543K - $879K
0 $0
DHI
Horton D R Inc

Consumer Cyclical
-4.27K
Closed
$115.1 - $129.63 $491K - $553K
0 $0
GOOGL
Alphabet Inc.

Communication Services
-3K
- 70.62%
$144.7 - $178.6 $435K - $537K
1.25K $220M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4.4K
Closed
$90.5 - $114.3 $398K - $503K
0 $0
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-15.8K
Closed
$24.21 - $29.58 $381K - $466K
0 $0
QJUN
First Tr ETF
-15.3K
Closed
$24.35 - $29.57 $371K - $451K
0 $0
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-14.3K
Closed
$25.96 - $30.99 $371K - $443K
0 $0
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-15.2K
Closed
$23.95 - $29.34 $365K - $447K
0 $0
DVYE
Ishares Emerging Markets Divid

ETFs
-15.9K
Closed
$23.95 - $29.03 $381K - $462K
0 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.19K
Closed
$77.94 - $79.5 $405K - $413K
0 $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.75K
Closed
$50.1 - $51.02 $388K - $396K
0 $0
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-17.6K
Closed
$21.49 - $24.4 $379K - $430K
0 $0
YMAR
First Tr Ex Tr Viii Cboe Vest
-16.7K
Closed
$22.43 - $25.58 $373K - $426K
0 $0
YJUN
First Tr Exchange Traded Fd Vi
-17.4K
Closed
$21.32 - $24.75 $371K - $430K
0 $0
Ft Vest International Equity Moderate Buffer ETF December
-16.2K
Closed
N/A
0 $0
MSFT
Microsoft Corp

Technology
-1.18K
- 63.57%
$354.56 - $497.45 $419K - $588K
678 $337M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.61K
Closed
$102.02 - $103.5 $368K - $374K
0 $0
IDV
Ishares Tr

ETFs
-11.6K
Closed
$27.79 - $34.84 $322K - $403K
0 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.39K
Closed
$114.78 - $133.31 $274K - $318K
0 $0
VGSH
Vanguard

ETFs
-5.03K
Closed
$58.32 - $58.95 $293K - $296K
0 $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-721
Closed
$320.42 - $424.58 $231K - $306K
0 $0
KAPR
Innovator U.S. Small Cap Power

ETFs
-8.24K
Closed
$28.5 - $32.39 $235K - $267K
0 $0
ORCL
Oracle Corp

Technology
-1.63K
- 92.63%
$122.82 - $218.63 $201K - $357K
130 $28.4M
KJUL
Innovator U.S. Small Cap Power

Technology
-9K
Closed
$25.96 - $29.2 $234K - $263K
0 $0
Innovator U.S. Small Cap Power Buffer ETF January
-7.08K
Closed
N/A
0 $0
KOCT
Innovator Laddered Fund Of U.S
-8.61K
Closed
N/A
0 $0
EOCT
Innovator Etfs Tr Emerging Mar
-9.9K
Closed
N/A
0 $0
EAPR
Innovator Etfs Tr Emerging Mkt
-9.68K
Closed
$24.71 - $27.99 $239K - $271K
0 $0
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-10K
Closed
$23.73 - $27.68 $238K - $277K
0 $0
Innovator Emerging Markets Power Buffer ETF January
-8.34K
Closed
N/A
0 $0
PFG
Principal Financial Group Inc

Financial Services
-2.58K
Closed
$69.56 - $86.19 $179K - $222K
0 $0
VUG
Vanguard Growth ETF

ETFs
-461
Closed
$329.49 - $438.4 $152K - $202K
0 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-314
- 67.67%
$496.48 - $617.85 $156K - $194K
150 $92.7M
VTV
Vanguard Value ETF

ETFs
-898
Closed
$153.67 - $176.74 $138K - $159K
0 $0
WMT
Walmart Inc.

Consumer Defensive
-1.66K
Closed
$81.79 - $99.98 $136K - $166K
0 $0
OACP
Unified Ser Tr Oneascent Core

ETFs
-6.6K
Closed
$22.32 - $22.91 $147K - $151K
0 $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-796
Closed
$166.82 - $194.23 $133K - $155K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.86K
Closed
$72.96 - $90.39 $136K - $168K
0 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
-764
Closed
$146.74 - $176.07 $112K - $135K
0 $0
Activity Summary
Buys All Purchases 144 New Holdings 86 Increased Positions 58 Sells All Sells 573 Reductions 25 Sold out 548 Options Calls 0 Puts 0
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