COWA, LLC 13F Portfolio
COWA, LLC runs COWA, LLC and currently holds 181 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $398.64M. Their top holdings are IBHF, AVUV, FIX, DFIV, IBDX. The top five represent 30.4% of reported portfolio weight. COWA, LLC ranks #403 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COWA, LLC initiated 3 new positions. They added to 48 existing positions. They trimmed 37 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
Portfolio Value
$398.64M
Alpha Score
63.4
#403 of 1000
Holdings
181
COWA, LLC Current 13F Holdings
Reported holdings from COWA, LLC's latest SEC 13F filing, ranked by portfolio weight.
181 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IBHF ISHARES TR | 6.74% | $23.11 | $22.50 | -2.64% | Added +6.98% |
 AVUV AMERICAN CENTY ETF TR | 6.70% | $85.37 | $119.63 | +40.13% | Trimmed -5.52% |
 FIX COMFORT SYS USA INC | 6.18% | $466.47 | $1,714.98 | +267.65% | Added +3.54% |
 DFIV DIMENSIONAL ETF TRUST | 5.85% | $39.58 | $55.43 | +40.03% | Trimmed -2.63% |
 IBDX ISHARES TR | 4.89% | $25.31 | $24.10 | -4.78% | Added +6.19% |
 FNDE SCHWAB STRATEGIC TR | 3.36% | $31.69 | $42.78 | +35.00% | Added +4.61% |
 AAPL APPLE INC | 2.91% | $167.70 | $336.68 | +100.76% | Trimmed -7.10% |
 IDV ISHARES TR | 2.86% | $28.70 | $41.65 | +45.10% | Trimmed -0.81% |
 SPYD SPDR SERIES TRUST | 2.27% | $39.32 | $45.77 | +16.40% | Added +1.09% |
 IBDW ISHARES TR | 2.26% | $20.99 | $20.08 | -4.34% | Added +6.00% |
Showing 1-10 of 181