Cowa, LLC Portfolio Holdings

Cowa, LLC

  • $217 Billion
  • Q4 2024

Cowa, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 122 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 $17.6B, Dimensional ETF Tr with a value of $13.2B, Apple Inc. with a value of $9.09B, Ishares Tr Ibonds Dec 2026 Ter with a value of $8.28B, and Spdr Portfolio S&P 500 High Di with a value of $8.24B.

Examining the 13F form we can see an increase of $6.92B in the current position value, from $210B to 217B.

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 $217 Billion
ETFs: $159 Billion
Energy: $17.1 Billion
Technology: $13.9 Billion
Financial Services: $6.66 Billion
Industrials: $5.13 Billion
Healthcare: $4.99 Billion
Consumer Defensive: $3.89 Billion
Communication Services: $2.71 Billion
Other: $3.68 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.85B
$217 Million 0.1% of portfolio
7,097
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $217 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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