Winnow Wealth LLC Closed Holding Positions

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HSY
Hershey CO

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
5,394
$151.29 - $173.13 $816K - $934K
SJM
J M Smucker CO

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
2
$94.41 - $118.52 $189 - $237
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
15
$25.61 - $30.81 $384 - $462
TTD
Trade Desk, Inc.

Technology
Q2 2025 Filed on Aug 12, 2025
8
$45.27 - $79.4 $362 - $635
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2025 Filed on Aug 12, 2025
8
$390.26 - $489.06 $3.12K - $3.91K
TPHE
Timothy Plan High Divid Stk En

ETFs
Q2 2025 Filed on Aug 12, 2025
4,936
$22.51 - $25.91 $111K - $128K
THC
Tenet Healthcare Corp

Healthcare
Q2 2025 Filed on Aug 12, 2025
376
$110.41 - $176.0 $41.5K - $66.2K
TDY
Teledyne Technologies Inc

Technology
Q2 2025 Filed on Aug 12, 2025
1
$435.54 - $512.31 $436 - $512
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2025 Filed on Aug 12, 2025
747
$58.41 - $72.69 $43.6K - $54.3K
XLF
Financial Sector Spdr

ETFs
Q2 2025 Filed on Aug 12, 2025
859
$43.92 - $52.37 $37.7K - $45K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2025 Filed on Aug 12, 2025
15,650
$38.81 - $44.28 $607K - $693K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2025 Filed on Aug 12, 2025
5
$71.96 - $83.42 $360 - $417
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2025 Filed on Aug 12, 2025
4
$55.86 - $76.98 $223 - $308
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2025 Filed on Aug 12, 2025
24
$79.69 - $99.41 $1.91K - $2.39K
STT
State Street Corp

Financial Services
Q2 2025 Filed on Aug 12, 2025
8
$75.33 - $106.34 $603 - $851
STLD
Steel Dynamics Inc

Basic Materials
Q2 2025 Filed on Aug 12, 2025
3
N/A
SUI
Sun Communities Inc

Real Estate
Q2 2025 Filed on Aug 12, 2025
3
$114.62 - $132.25 $344 - $397
SYF
Synchrony Financial

Financial Services
Q2 2025 Filed on Aug 12, 2025
9
$43.81 - $66.74 $394 - $601
SNPS
Synopsys Inc

Technology
Q2 2025 Filed on Aug 12, 2025
3
$380.9 - $517.66 $1.14K - $1.55K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2025 Filed on Aug 12, 2025
3
$194.58 - $243.05 $584 - $729
TRGP
Targa Resources Corp.

Energy
Q2 2025 Filed on Aug 12, 2025
5
$157.32 - $205.72 $787 - $1.03K
TGT
Target Corp

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
10
$88.76 - $105.77 $888 - $1.06K
TPIF
Timothy Plan Intl ETF (De)

ETFs
Q2 2025 Filed on Aug 12, 2025
1,868
$26.0 - $32.29 $48.6K - $60.3K
Brookstone Dividend Stock ETF
Q2 2025 Filed on Aug 12, 2025
210
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q2 2025 Filed on Aug 12, 2025
6
$113.94 - $140.12 $684 - $841
CDW
Cdw Corp

Technology
Q2 2025 Filed on Aug 12, 2025
3
$144.49 - $190.68 $433 - $572
CE
Celanese Corp

Basic Materials
Q2 2025 Filed on Aug 12, 2025
2
$37.49 - $59.36 $75 - $119
ABC
Amerisourcebergen Corp

Healthcare
Q2 2025 Filed on Aug 12, 2025
4
N/A
CNC
Centene Corp

Healthcare
Q2 2025 Filed on Aug 12, 2025
11
$53.4 - $64.29 $587 - $707
CNP
Centerpoint Energy Inc

Utilities
Q2 2025 Filed on Aug 12, 2025
12
$35.5 - $39.05 $426 - $469
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2025 Filed on Aug 12, 2025
11,208
$68.47 - $102.48 $767K - $1.15M
SCHW
Schwab Charles Corp

Financial Services
Q2 2025 Filed on Aug 12, 2025
35
$69.06 - $91.24 $2.42K - $3.19K
LNG
Cheniere Energy, Inc.

Energy
Q2 2025 Filed on Aug 12, 2025
6
$197.25 - $244.33 $1.18K - $1.47K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2025 Filed on Aug 12, 2025
29
$45.98 - $56.15 $1.33K - $1.63K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2025 Filed on Aug 12, 2025
507
$91.57 - $110.76 $46.4K - $56.2K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2025 Filed on Aug 12, 2025
3
$126.6 - $151.6 $380 - $455
CTAS
Cintas Corp

Industrials
Q2 2025 Filed on Aug 12, 2025
8
$190.11 - $227.66 $1.52K - $1.82K
C
Citigroup Inc

Financial Services
Q2 2025 Filed on Aug 12, 2025
40
$58.13 - $85.12 $2.33K - $3.4K
CFG
Citizens Financial Group Inc

Financial Services
Q2 2025 Filed on Aug 12, 2025
10
$34.27 - $44.75 $343 - $448
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2025 Filed on Aug 12, 2025
4,887
$205.81 - $234.23 $1.01M - $1.14M
KMX
Carmax Inc

Consumer Cyclical
Q2 2025 Filed on Aug 12, 2025
3
$62.27 - $82.77 $187 - $248
Brookstone Growth Stock ETF
Q2 2025 Filed on Aug 12, 2025
201
N/A
Brookstone Intermediate Bond ETF
Q2 2025 Filed on Aug 12, 2025
208
N/A
Brookstone Opportunities ETF
Q2 2025 Filed on Aug 12, 2025
108
N/A
Brookstone Ultra Short Bond ETF
Q2 2025 Filed on Aug 12, 2025
210
N/A
Brookstone Value Stock ETF
Q2 2025 Filed on Aug 12, 2025
202
N/A
Brookstone Yield ETF
Q2 2025 Filed on Aug 12, 2025
113
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q2 2025 Filed on Aug 12, 2025
5
$104.48 - $124.43 $522 - $622
BFB
Brown Forman Corp Cl B
Q2 2025 Filed on Aug 12, 2025
6
N/A
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