Leeward Financial Partners, LLC Purchases in Q3 2024

Leeward Financial Partners, LLC

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.79K
+ 6.58%
$207.23 - $234.82 $577K - $654K
45.1K $10.5M
VTV
Vanguard Value ETF

ETFs
730
+ 0.95%
$159.75 - $174.57 $117K - $127K
77.7K $13.6M
MSFT
Microsoft Corp

Technology
4.2K
+ 11.61%
$395.15 - $467.56 $1.66M - $1.96M
40.4K $17.4M
VB
Vanguard Small Cap ETF

ETFs
665
+ 2.12%
$214.77 - $237.72 $143K - $158K
32K $7.6M
VV
Vanguard Large Cap ETF

ETFs
548
+ 1.23%
$236.92 - $263.4 $130K - $144K
45K $11.8M
VBR
Vanguard Small Cap Value ETF

ETFs
585
+ 1.73%
$179.99 - $201.6 $105K - $118K
34.5K $6.92M
VUG
Vanguard Growth ETF

ETFs
801
+ 1.89%
$341.08 - $391.94 $273K - $314K
43.1K $16.5M
ETN
Eaton Corp PLC

Industrials
777
+ 3.89%
$272.52 - $333.02 $212K - $259K
20.8K $6.88M
VEA
Vanguard Ftse Developed Market

ETFs
2.97K
+ 2.63%
$47.6 - $53.31 $142K - $158K
116K $6.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.56K
+ 8.76%
$74.26 - $78.84 $339K - $360K
56.6K $4.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.08K
+ 2.27%
$92.63 - $105.69 $192K - $220K
93.6K $9.75M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.38K
+ 1.61%
$36.98 - $41.55 $87.8K - $98.7K
150K $6.15M
COST
Costco Wholesale Corp

Consumer Defensive
514
+ 49.19%
$801.83 - $917.05 $412K - $471K
1.56K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
924
New
$475.2 - $527.7 $439K - $488K
924 $487K
VBK
Vanguard Small Cap Growth ETF

ETFs
496
+ 2.44%
$240.48 - $267.94 $119K - $133K
20.8K $5.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
406
+ 2.98%
$156.14 - $187.2 $63.4K - $76K
14K $2.6M
AVGO
Broadcom Inc.

Technology
15.5K
+ 1009.77%
$136.27 - $1745.86 $2.11M - $27.1M
17K $2.94M
GS
Goldman Sachs Group Inc

Financial Services
239
+ 2.9%
$459.02 - $510.25 $110K - $122K
8.49K $4.2M
ECL
Ecolab Inc.

Basic Materials
712
+ 4.24%
$228.86 - $255.76 $163K - $182K
17.5K $4.47M
NOW
Service Now, Inc.

Technology
116
+ 3.74%
$730.87 - $937.36 $84.8K - $109K
3.22K $2.88M
SCHV
Schwab Strategic Tr Us Large C

ETFs
938
+ 1.72%
$73.43 - $80.37 $68.9K - $75.4K
55.5K $4.46M
IVV
Ishares Core S&P 500 ETF

ETFs
380
+ 6.24%
$520.18 - $576.82 $198K - $219K
6.47K $3.73M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
990
+ 1.55%
$69.16 - $76.64 $68.5K - $75.9K
64.8K $4.87M
V
Visa Inc.

Financial Services
530
+ 3.76%
$253.74 - $291.56 $134K - $155K
14.6K $4.02M
NFLX
Netflix Inc

Communication Services
162
+ 3.39%
$598.55 - $722.26 $97K - $117K
4.95K $3.51M
AJG
Arthur J. Gallagher & Co.

Financial Services
303
+ 3.83%
$259.22 - $299.75 $78.5K - $90.8K
8.22K $2.31M
SBUX
Starbucks Corp

Consumer Cyclical
575
+ 6.31%
$72.51 - $98.6 $41.7K - $56.7K
9.68K $944K
URI
United Rentals, Inc.

Industrials
287
New
$627.41 - $814.1 $180K - $234K
287 $232K
MCD
Mcdonalds Corp

Consumer Cyclical
750
New
$245.82 - $304.51 $184K - $228K
750 $228K
UNH
Unitedhealth Group Inc

Healthcare
59
+ 2.43%
$488.01 - $604.18 $28.8K - $35.6K
2.49K $1.45M
NTRA
Natera, Inc.

Healthcare
1.7K
New
$97.75 - $129.67 $166K - $220K
1.7K $215K
WDAY
Workday, Inc.

Technology
296
+ 4.57%
$207.75 - $264.68 $61.5K - $78.3K
6.78K $1.66M
STZ
Constellation Brands, Inc.

Consumer Defensive
789
New
$236.42 - $259.82 $187K - $205K
789 $203K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.8K
+ 2.77%
$44.9 - $47.55 $80.7K - $85.4K
66.8K $3.15M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.93K
+ 4.15%
$36.06 - $37.66 $69.7K - $72.8K
48.4K $1.82M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.28K
+ 3.14%
$39.37 - $41.68 $50.4K - $53.3K
42K $1.74M
MUB
Ishares National Muni Bond ETF

ETFs
535
+ 1.84%
$106.13 - $108.7 $56.8K - $58.2K
29.6K $3.22M
NVDA
Nvidia Corp

Technology
1.76K
+ 3.86%
$98.91 - $134.91 $174K - $237K
47.4K $5.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
85
+ 0.24%
$71.45 - $75.64 $6.07K - $6.43K
35.8K $2.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
451
+ 2.7%
$79.29 - $84.02 $35.8K - $37.9K
17.1K $1.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.12K
+ 38.18%
$49.83 - $62.75 $106K - $133K
7.67K $441K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
460
+ 1.76%
$76.38 - $78.87 $35.1K - $36.3K
26.6K $2.09M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
188
+ 5.24%
$320.55 - $412.94 $60.3K - $77.6K
3.78K $1.47M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.69K
+ 2.85%
$24.32 - $25.01 $41K - $42.2K
60.9K $1.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
857
+ 3.19%
$49.93 - $51.15 $42.8K - $43.8K
27.7K $1.42M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.81K
+ 3.2%
$23.57 - $24.19 $42.6K - $43.7K
58.2K $1.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
52
+ 0.33%
$63.28 - $70.06 $3.29K - $3.64K
16K $1.12M
LLY
Eli Lilly & CO

Healthcare
155
+ 3.81%
$772.14 - $960.02 $120K - $149K
4.23K $3.74M
PCAR
Paccar Inc

Industrials
1.27K
+ 7.67%
$91.64 - $109.98 $116K - $139K
17.8K $1.75M
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Leeward Financial Partners, LLC Portfolio

Follow Leeward Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email