Fund HoldingsCOWA, LLC

Total Portfolio Value
$234.06M
Total Bought
$38.17M
Total Sold
$17.16M
Net Transaction
+$21.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR341,398544,219+202,8217,90312,6375.40%+4,734
ISHARES TR0167,853+167,85304,1951.79%+4,195
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
0205,023+205,02307,3333.13%+7,333
APPLE INC(AAPL)36,28135,821-4609,08512,0105.13%+2,924
ISHARES TR
IBONDS DEC2026
0461,267+461,2678,28411,1674.77%+2,883
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
107,657162,302+54,6453,0014,8042.05%+1,803
ISHARES TR13,16388,420+75,2572681,8350.78%+1,567
ISHARES TR0287,223+287,22308,9103.81%+8,910
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
19,43155,955+36,5244931,7460.75%+1,253
COMFORT SYS USA INC(FIX)010,402+10,40203,3531.43%+3,353
SCHWAB STRATEGIC TR174,032195,200+21,1685,0556,0122.57%+957
DIMENSIONAL ETF TRUST
US LARG VALU ETF
029,486+29,48609010.39%+901
VANGUARD WHITEHALL FDS32,61638,157+5,5412,2142,8121.20%+598
ISHARES TR
CORE HIGH DV ETF
054,386+54,38606,5872.81%+6,587
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
41,21542,031+8163,2033,7601.61%+556
AMERICAN CENTY ETF TR57,13560,014+2,8793,6484,1851.79%+537
RTX CORPORATION(RTX)03,633+3,63304810.21%+481
SPDR SER TR
ST STR SP500DIV
0195,517+195,51708,6543.70%+8,654
ISHARES TR017,305+17,30503760.16%+376
ISHARES GOLD TR(IAU)050,354+50,35402,9691.27%+2,969
AES CORP(AES)026,292+26,29203270.14%+327
SPDR GOLD TR(GLD)010,588+10,58803,0511.30%+3,051
SPDR SER TR
ST STR SP SEMI
01,437+1,43702890.12%+289
ENTERPRISE PRODS PARTNERS L(EPD)87,79588,807+1,0122,7533,0321.30%+279
AT&T INC(T)50,72050,659-611,1551,4330.61%+278
VANGUARD INDEX FDS0803+80302690.11%+269
MORGAN STANLEY DIRECT LENDIN(MSDL)013,436+13,43602680.11%+268
ISHARES TR
CORE MSCI EAFE
039,088+39,08802,9571.26%+2,957
SCHWAB STRATEGIC TR0194,881+194,88104,6011.97%+4,601
UNITED PARCEL SERVICE INC(UPS)02,047+2,04702250.10%+225
SHELL PLC(SHEL)018,356+18,35601,3450.57%+1,345
WALMART INC(WMT)12,16814,717+2,5491,0991,2920.55%+193
KRAFT HEINZ CO(KHC)10,67016,963+6,2933285160.22%+189
DEVON ENERGY CORP NEW(DVN)13,36016,372+3,0124376120.26%+175
CHEVRON CORP NEW(CVX)3,8594,232+3735597080.30%+149
INNOVATOR ETFS TRUST
IBD 50 ETF
24,76331,602+6,8397088520.36%+144
AMGEN INC(AMGN)03,149+3,14909810.42%+981
CAMBRIA ETF TR5,7958,434+2,6393975380.23%+141
BRISTOL-MYERS SQUIBB CO(BMY)16,97017,952+9829601,0950.47%+135
PLAINS GP HLDGS L P(PAGP)44,46944,566+978179520.41%+135
WISDOMTREE TR(WT)15,87721,232+5,3555456790.29%+133
PEPSICO INC(PEP)02,750+2,75004120.18%+412
INTERNATIONAL BUSINESS MACHS(IBM)4,6014,553-481,0111,1320.48%+121
LINCOLN NATL CORP IND(LNC)19,05920,040+9816047200.31%+115
BERKSHIRE HATHAWAY INC DEL1,3651,36506197270.31%+108
CONOCOPHILLIPS(COP)22,31720,961-1,3562,0952,2010.94%+107
ALPS ETF TR
ALERIAN MLP
090,964+90,96404,7252.02%+4,725
SCHWAB STRATEGIC TR121,473121,867+3943,3193,4071.46%+89
ABBOTT LABS4,1144,11404655460.23%+80
ABBVIE INC(ABBV)5,4574,957-5009701,0390.44%+69
PHILLIPS 66(PSX)08,000+8,00009880.42%+988
ALTRIA GROUP INC(MO)5,7976,097+3003033660.16%+63
BP PLC(BP)14,70014,70004354970.21%+62
ANTERO RESOURCES CORP(AR)6,0006,500+5002102630.11%+53
COCA COLA CO(KO)11,13010,395-7356937450.32%+52
OGE ENERGY CORP(OGE)10,78210,78204454960.21%+51
ISHARES TR
MSCI EAFE MIN VL
4,4814,631+1503173610.15%+44
GE AEROSPACE(GE)1,7711,678-932953360.14%+40
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,549+6,54906120.26%+612
SOUTHWEST AIRLS CO(LUV)9,04910,152+1,1033043410.15%+37
VERIZON COMMUNICATIONS INC(VZ)15,97914,819-1,1606396720.29%+33
ALLIANCE RESOURCE PARTNERS L(ARLP)33,55833,55808829150.39%+33
VANGUARD INTL EQUITY INDEX F033,321+33,32102,0210.86%+2,021
CITIGROUP INC(C)6,0106,875+8654574880.21%+31
OLD REP INTL CORP(ORI)8,3788,37803033290.14%+25
DEERE & CO(DE)53553502272510.11%+24
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,3023,267-354544770.20%+23
VANGUARD WORLD FD
ENERGY ETF
2,8252,800-253433630.16%+20
PFIZER INC(PFE)8,5289,728+1,2002262470.11%+20
PROCTER AND GAMBLE CO(PG)2,9512,607-3444274440.19%+18
CNH INDL N V
SHS
17,00017,00001932090.09%+16
CISCO SYS INC(CSCO)9,4619,268-1935605720.24%+12
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,0008,00003873980.17%+12
WELLS FARGO CO NEW(WFC)6,8006,80004784880.21%+11
SELECT SECTOR SPDR TR
ST STR REAL ETF
14,28614,109-1775815900.25%+9
UIPATH INC(PATH)32,33040,616+8,2864114180.18%+8
EXXON MOBIL CORP8,1587,432-7268788840.38%+6
WILLIAMS COS INC(WMB)6,9206,560-3604374410.19%+3
ISHARES INC
MSCI JAPAN ETF
8,4818,303-1785695690.24%0
LIBERTY MEDIA CORP DEL
DEB
017,000+17,000540.00%-1
SPDR SER TR
ST STR P500VAL
11,20011,20005735720.24%-1
AMPLIFY ETF TR14,98214,849-1336066050.26%-1
ILLINOIS TOOL WKS INC(ITW)90890802302250.10%-5
VANGUARD INDEX FDS82982902242130.09%-11
BOK FINL CORP(BOKF)6,0226,02206416270.27%-14
INVESCO EXCH TRADED FD TR II13,47812,645-8336516350.27%-16
VANGUARD INDEX FDS1,1171,098-193243020.13%-22
THE CAMPBELLS COMPANY(CPB)10,63510,558-774454210.18%-24
AMERICAN EXPRESS CO(AXP)97597502892620.11%-27
CLOROX CO DEL(CLX)1,9001,90003092800.12%-29
INTERNATIONAL PAPER CO(IP)12,46912,007-4626716410.27%-31
EMERSON ELEC CO(EMR)2,4752,47503072710.12%-35
CYBIN INC13,00011,700-1,300115740.03%-40
SPDR SER TR
ST STR SP BANK
08,314+8,31404400.19%+440
ROYAL CARIBBEAN GROUP
COM
1,4001,368-323232810.12%-42
HOME DEPOT INC(HD)2,2302,23008678170.35%-50
PRUDENTIAL FINL INC(PFH)7,8867,88609358810.38%-54
SPDR SER TR
ST STR R2K LOWV
7,2797,068-2119298680.37%-61
BANK AMERICA CORP030,030+30,03001,2530.54%+1,253
CITIZENS FINL GROUP INC(CFG)8,5888,58804223520.15%-70
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