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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| COWA LLC
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|---|---|
| CRD # | 297180 |
| SEC # | 801-113403 |
| CIK # | 0001844480 |
| AUM | $435.2 M (2025-06-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 918-984-9110 |
| Address | 8801 S Yale Avenue Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Comfort Systems USA Inc | 6.4 | ||
| Oneok Inc /New/ | 4.0 | ||
| iShares Comex Gold Trust | 3.1 | ||
| SPDR Gold Trust | 2.9 | ||
| Enterprise Products Partners L P | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 56.4 |
| (b) Individuals (high net worth individuals) | 104 | 362.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 435.2 |
| By Discretionary | ||
| Discretionary | 828 | 408.7 |
| Non-Discretionary | 62 | 26.5 |
| Total | 890 | 435.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 433.9 | |
| Total | 890 | 435.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844480] |
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