Winnow Wealth LLC Closed Positions in Q2 2025

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-3
Closed
$277.03 - $321.33 $831 - $964
0 $0
COIN
Coinbase Global, Inc.

Technology
-4
Closed
$151.47 - $375.07 $606 - $1.5K
0 $0
AME
Ametek Inc

Industrials
-5
Closed
$151.41 - $182.75 $757 - $914
0 $0
EXC
Exelon Corp

Utilities
-20
Closed
$42.2 - $47.37 $844 - $947
0 $0
CTVA
Corteva, Inc.

Basic Materials
-14
Closed
$55.52 - $74.53 $777 - $1.04K
0 $0
FAST
Fastenal CO

Industrials
-11
Closed
$40.65 - $83.16 $447 - $915
0 $0
CBRE
Cbre Group, Inc.

Real Estate
-6
Closed
$113.94 - $140.12 $684 - $841
0 $0
SNOW
Snowflake Inc.

Technology
-5
Closed
$130.53 - $223.77 $653 - $1.12K
0 $0
STT
State Street Corp

Financial Services
-8
Closed
$75.33 - $106.34 $603 - $851
0 $0
TRGP
Targa Resources Corp.

Energy
-5
Closed
$157.32 - $205.72 $787 - $1.03K
0 $0
DAL
Delta Air Lines, Inc.

Industrials
-12
Closed
$35.88 - $52.99 $431 - $636
0 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
-4
Closed
$160.0 - $195.62 $640 - $782
0 $0
KR
Kroger CO

Consumer Defensive
-12
Closed
$64.62 - $74.0 $775 - $888
0 $0
YUM
Yum Brands Inc

Consumer Cyclical
-6
Closed
$138.36 - $161.45 $830 - $969
0 $0
ABC
Amerisourcebergen Corp

Healthcare
-4
Closed
N/A
0 $0
IT
Gartner Inc

Technology
-2
Closed
$377.5 - $449.52 $755 - $899
0 $0
ROK
Rockwell Automation, Inc

Industrials
-3
Closed
$218.97 - $332.17 $657 - $997
0 $0
XEL
Xcel Energy Inc

Utilities
-10
Closed
$65.65 - $72.39 $657 - $724
0 $0
IQV
Iqvia Holdings Inc.

Healthcare
-4
Closed
$137.0 - $174.37 $548 - $697
0 $0
HUM
Humana Inc

Healthcare
-3
Closed
$224.93 - $295.04 $675 - $885
0 $0
GDDY
Go Daddy Inc.

Technology
-4
Closed
$162.11 - $192.36 $648 - $769
0 $0
PCAR
Paccar Inc

Industrials
-7
Closed
$86.4 - $99.09 $605 - $694
0 $0
CNC
Centene Corp

Healthcare
-11
Closed
$53.4 - $64.29 $587 - $707
0 $0
GPN
Global Payments Inc

Industrials
-6
Closed
$67.47 - $99.6 $405 - $598
0 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
-6
Closed
$109.83 - $131.67 $659 - $790
0 $0
IDXX
Idexx Laboratories Inc

Healthcare
-2
Closed
$361.04 - $536.34 $722 - $1.07K
0 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4
Closed
$160.22 - $209.35 $641 - $837
0 $0
LEN
Lennar Corp

Consumer Cyclical
-5
Closed
$102.76 - $115.66 $514 - $578
0 $0
VMC
Vulcan Materials CO

Basic Materials
-3
Closed
$226.49 - $276.01 $679 - $828
0 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-19
Closed
$32.56 - $35.71 $619 - $678
0 $0
VEEV
Veeva Systems Inc

Healthcare
-3
Closed
$209.39 - $289.94 $628 - $870
0 $0
DOW
Dow Inc.

Basic Materials
-15
Closed
$25.81 - $34.89 $387 - $523
0 $0
O
Realty Income Corp

Real Estate
-11
Closed
$52.27 - $58.52 $575 - $644
0 $0
MLM
Martin Marietta Materials Inc

Basic Materials
-2
Closed
$452.51 - $568.19 $905 - $1.14K
0 $0
CAH
Cardinal Health Inc

Healthcare
-5
Closed
$125.0 - $168.0 $625 - $840
0 $0
HUBS
Hubspot Inc

Technology
-1
Closed
$487.07 - $672.24 $487 - $672
0 $0
SYF
Synchrony Financial

Financial Services
-9
Closed
$43.81 - $66.74 $394 - $601
0 $0
CSGP
Costar Group, Inc.

Real Estate
-8
Closed
$72.62 - $83.22 $581 - $666
0 $0
HES
Hess Corp

Energy
-5
Closed
$126.32 - $161.29 $632 - $806
0 $0
SRE
Sempra Energy

Utilities
-7
Closed
$63.78 - $78.91 $446 - $552
0 $0
EFX
Equifax Inc

Industrials
-3
Closed
$205.5 - $280.54 $617 - $842
0 $0
IR
Ingersoll Rand Inc.

Industrials
-7
Closed
$66.75 - $84.94 $467 - $595
0 $0
DXCM
Dexcom Inc

Healthcare
-8
Closed
$59.83 - $87.57 $479 - $701
0 $0
ETR
Entergy Corp

Utilities
-8
Closed
$79.01 - $86.61 $632 - $693
0 $0
TSCO
Tractor Supply CO

Consumer Cyclical
-11
Closed
$47.86 - $55.77 $526 - $613
0 $0
ANSS
Ansys Inc

Technology
-2
Closed
$284.19 - $351.22 $568 - $702
0 $0
FANG
Diamondback Energy, Inc.

Energy
-4
Closed
$119.25 - $161.49 $477 - $646
0 $0
Ge Health Care Technologies Inc. Common Stock
-7
Closed
N/A
0 $0
FITB
Fifth Third Bancorp

Financial Services
-13
Closed
$33.32 - $41.51 $433 - $540
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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