Winnow Wealth LLC Purchases in Q3 2025

Winnow Wealth LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
L
Loews Corp

Financial Services
7
New
$89.82 - $100.39 $629 - $703
7 $707K
ADBE
Adobe Inc.

Technology
2
New
$333.65 - $392.1 $667 - $784
2 $706K
Kenvue Inc. Common Stock
41
New
N/A
41 $697K
TER
Teradyne, Inc

Technology
5
New
$90.15 - $137.64 $451 - $688
5 $690K
ATO
Atmos Energy Corp

Utilities
4
New
$151.51 - $170.75 $606 - $683
4 $684K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
New
$332.69 - $399.0 $665 - $798
2 $666K
CMS
Cms Energy Corp

Utilities
9
New
$69.37 - $74.67 $624 - $672
9 $666K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
New
$94.03 - $117.16 $658 - $820
7 $665K
ELV
Elevance Health, Inc.

Healthcare
2
New
$274.66 - $395.76 $549 - $792
2 $648K
VTR
Ventas, Inc.

Real Estate
9
New
$62.76 - $69.99 $565 - $630
9 $630K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$534.91 - $598.71 $535 - $599
1 $563K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
New
$277.33 - $343.66 $555 - $687
2 $562K
GPC
Genuine Parts CO

Consumer Cyclical
4
New
$122.23 - $142.77 $489 - $571
4 $556K
CFG
Citizens Financial Group Inc

Financial Services
10
New
$46.1 - $53.65 $461 - $537
10 $540K
EVRG
Evergy, Inc.

Utilities
7
New
$67.73 - $76.02 $474 - $532
7 $539K
Veralto Corp Common Stock
5
New
N/A
5 $535K
EL
Estee Lauder Companies Inc

Consumer Defensive
6
New
$83.65 - $95.26 $502 - $572
6 $534K
U
Unity Software Inc.

Technology
13
New
$24.01 - $46.53 $312 - $605
13 $533K
PPL
Ppl Corp

Utilities
14
New
$33.54 - $37.24 $470 - $521
14 $532K
LII
Lennox International Inc

Industrials
1
New
$516.18 - $664.54 $516 - $665
1 $530K
KEYS
Keysight Technologies, Inc.

Technology
3
New
$158.51 - $178.15 $476 - $534
3 $525K
RJF
Raymond James Financial Inc

Financial Services
3
New
$154.64 - $176.43 $464 - $529
3 $519K
PAYX
Paychex Inc

Industrials
4
New
$126.69 - $147.99 $507 - $592
4 $508K
PEG
Public Service Enterprise Group Inc

Utilities
6
New
$79.99 - $90.14 $480 - $541
6 $504K
SNPS
Synopsys Inc

Technology
1
New
$387.78 - $645.35 $388 - $645
1 $494K
EXPD
Expeditors International Of Washington Inc

Industrials
4
New
$111.37 - $124.95 $445 - $500
4 $492K
SPGI
S&P Global Inc.

Financial Services
1
New
$484.94 - $564.15 $485 - $564
1 $487K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
New
$404.94 - $499.99 $405 - $500
1 $486K
NDSN
Nordson Corp

Industrials
2
New
$209.25 - $227.98 $419 - $456
2 $454K
ISRG
Intuitive Surgical Inc

Healthcare
1
New
$433.66 - $544.47 $434 - $544
1 $448K
ES
Eversource Energy

Utilities
6
New
$62.86 - $71.14 $377 - $427
6 $432K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
New
$171.01 - $228.24 $342 - $456
2 $428K
TXT
Textron Inc

Industrials
5
New
$77.02 - $87.21 $385 - $436
5 $425K
CMI
Cummins Inc

Industrials
1
New
$327.85 - $426.39 $328 - $426
1 $423K
BIIB
Biogen Inc.

Healthcare
3
New
$122.68 - $148.84 $368 - $447
3 $423K
STLD
Steel Dynamics Inc

Basic Materials
3
New
N/A
3 $420K
PAYC
Paycom Software, Inc.

Technology
2
New
$208.14 - $238.8 $416 - $478
2 $418K
WPC
W. P. Carey Inc.

Real Estate
6
New
$61.29 - $68.7 $368 - $412
6 $408K
NLOK
Norton Life Lock Inc.

Technology
14
New
N/A
14 $406K
ROKU
Roku, Inc

Communication Services
4
New
$79.98 - $101.78 $320 - $407
4 $404K
EQT
Eqt Corp

Energy
7
New
$49.19 - $59.19 $344 - $414
7 $385K
MOH
Molina Healthcare, Inc.

Healthcare
2
New
$152.31 - $306.29 $305 - $613
2 $384K
AME
Ametek Inc

Industrials
2
New
$176.44 - $192.03 $353 - $384
2 $376K
OKTA
Okta, Inc.

Technology
4
New
$88.51 - $101.1 $354 - $404
4 $368K
MOS
Mosaic CO

Basic Materials
10
New
$30.93 - $37.81 $309 - $378
10 $350K
KEY
Keycorp

Financial Services
18
New
$17.37 - $19.39 $313 - $349
18 $342K
DVN
Devon Energy Corp

Energy
9
New
$31.75 - $36.99 $286 - $333
9 $324K
MSTR
Microstrategy Inc

Technology
1
New
$300.7 - $455.9 $301 - $456
1 $323K
EWBC
East West Bancorp Inc

Financial Services
3
New
$97.41 - $109.7 $292 - $329
3 $321K
Activity Summary
Buys All Purchases 520 New Holdings 494 Increased Positions 26 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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