Cowa, LLC Reduced Holdings in Q4 2024

Cowa, LLC

  • $217 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-49.9K
- 34.19%
$46.48 - $51.32 $2.32M - $2.56M
96K $4.62B
GLD
Spdr Gold Trust

ETFs
-8.52K
- 42.79%
$236.59 - $257.5 $2.02M - $2.19M
11.4K $2.76B
DFIV
Dimensional ETF Tr

ETFs
-19.2K
- 4.91%
$34.86 - $37.97 $668K - $728K
371K $13.2B
IDV
Ishares Tr

ETFs
-13.5K
- 4.69%
$27.03 - $29.92 $366K - $405K
275K $7.53B
DFAI
Dimensional ETF Tr

ETFs
-8.58K
- 5.49%
$29.0 - $31.6 $249K - $271K
148K $4.31B
DFAU
Dimensional ETF Tr

ETFs
-15.6K
- 14.37%
$39.27 - $42.38 $612K - $661K
92.9K $3.76B
BAC
Bank Of America Corp

Financial Services
-16.9K
- 35.97%
$39.22 - $47.77 $662K - $806K
30K $1.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.61K
- 9.36%
$100.16 - $100.7 $361K - $363K
35K $3.51B
IAU
Ishares Gold Trust

ETFs
-5.05K
- 8.65%
$48.37 - $52.65 $244K - $266K
53.3K $2.64B
XLE
Energy Sector Spdr

ETFs
-2.7K
- 28.77%
$83.32 - $97.27 $225K - $263K
6.69K $573M
AMGN
Amgen Inc

Healthcare
-19
- 0.59%
$258.78 - $328.31 $4.92K - $6.24K
3.22K $839M
KBE
Spdr S&P Bank ETF

ETFs
-4.23K
- 32.77%
$51.33 - $62.76 $217K - $266K
8.69K $482M
DHR
Danaher Corp

Healthcare
-150
- 5.47%
$226.16 - $274.52 $33.9K - $41.2K
2.59K $595M
SHEL
Shell PLC

Energy
-1.37K
- 6.95%
$60.63 - $70.23 $83K - $96.1K
18.3K $1.15B
KHC
Kraft Heinz CO

Consumer Defensive
-1.82K
- 14.59%
$30.1 - $36.02 $54.9K - $65.7K
10.7K $328M
EWJ
Ishares Msci Japan ETF

ETFs
-881
- 9.41%
$66.18 - $71.84 $58.3K - $63.3K
8.48K $569M
IBM
International Business Machines Corp

Technology
-379
- 7.61%
$204.9 - $238.04 $77.7K - $90.2K
4.6K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
-189
- 6.1%
$567.81 - $607.81 $107K - $115K
2.91K $1.7B
BP
Bp PLC

Energy
-1.21K
- 7.61%
$28.16 - $33.14 $34.1K - $40.1K
14.7K $435M
VDE
Vanguard Energy ETF

ETFs
-333
- 10.54%
$116.67 - $136.78 $38.9K - $45.5K
2.83K $343M
WMT
Walmart Inc.

Consumer Defensive
-1.73K
- 12.46%
$79.1 - $95.7 $137K - $166K
12.2K $1.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-214
- 0.69%
$61.68 - $67.87 $13.2K - $14.5K
30.9K $1.93B
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-216
- 2.88%
$120.76 - $140.58 $26.1K - $30.4K
7.28K $929M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.53K
- 11.76%
$417.69 - $450.94 $638K - $689K
11.5K $5.51B
IP
International Paper CO

Consumer Cyclical
-625
- 4.77%
$46.64 - $59.57 $29.2K - $37.2K
12.5K $671M
VST
Vistra Corp.

Utilities
-375
- 8.31%
$115.74 - $166.61 $43.4K - $62.5K
4.14K $571M
CSCO
Cisco Systems, Inc.

Technology
-349
- 3.56%
$52.45 - $60.02 $18.3K - $20.9K
9.46K $560M
C
Citigroup Inc

Financial Services
-600
- 9.08%
$61.31 - $72.5 $36.8K - $43.5K
6.01K $457M
JPM
Jpmorgan Chase & CO

Financial Services
-68
- 2.69%
$205.18 - $250.29 $14K - $17K
2.46K $590M
KRE
Spdr S&P Regional Banking ETF

ETFs
-301
- 1.17%
$54.6 - $68.9 $16.4K - $20.7K
25.5K $1.54B
GOOGL
Alphabet Inc.

Communication Services
-200
- 3.95%
$161.86 - $196.66 $32.4K - $39.3K
4.86K $920M
OKE
Oneok Inc

Energy
-3.89K
- 6.58%
$92.28 - $117.05 $359K - $455K
55.2K $5.54B
AAPL
Apple Inc.

Technology
-978
- 2.62%
$221.69 - $259.02 $217K - $253K
36.3K $9.09B
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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