Leeward Financial Partners, LLC Purchases in Q1 2025

Leeward Financial Partners, LLC

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
21.2K
New
$158.56 - $176.26 $3.36M - $3.74M
21.2K $3.61M
ABT
Abbott Laboratories

Healthcare
25.5K
New
$111.1 - $140.22 $2.83M - $3.57M
25.5K $3.38M
VNQ
Vanguard Specialized Funds Van

ETFs
37.2K
+ 1298.5%
$85.55 - $94.34 $3.18M - $3.51M
40.1K $3.63M
VRT
Vertiv Holdings CO

Industrials
10.7K
+ 33.88%
N/A
42.3K $3.66M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.22K
+ 11.47%
$66.9 - $71.57 $550K - $588K
79.9K $5.63M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.41K
+ 12.05%
$73.78 - $76.59 $547K - $568K
68.9K $5.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.86K
+ 18.87%
$71.17 - $73.66 $559K - $579K
49.5K $3.64M
NFLX
Netflix Inc

Communication Services
447
+ 8.74%
$828.4 - $1058.6 $370K - $473K
5.56K $5.18M
VHT
Vanguard Health Care ETF

ETFs
2.33K
New
$254.06 - $273.83 $592K - $638K
2.33K $616K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.41K
+ 2.4%
$18.36 - $20.51 $136K - $152K
317K $6.26M
COST
Costco Wholesale Corp

Consumer Defensive
343
+ 6.93%
$890.62 - $1076.86 $305K - $369K
5.29K $5.01M
VTV
Vanguard Value ETF

ETFs
789
+ 1.0%
$167.73 - $179.21 $132K - $141K
79.8K $13.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.92K
+ 9.47%
$44.68 - $46.49 $309K - $322K
80K $3.71M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.7K
+ 16.47%
$38.99 - $40.37 $300K - $311K
54.4K $2.19M
PCAR
Paccar Inc

Industrials
4.04K
+ 25.34%
$96.91 - $112.51 $391K - $454K
20K $1.94M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.77K
+ 9.63%
$76.94 - $78.28 $213K - $217K
31.5K $2.47M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.62K
+ 13.43%
$79.17 - $82.04 $207K - $215K
22.1K $1.81M
MS
Morgan Stanley

Financial Services
2.03K
New
$111.68 - $141.08 $227K - $286K
2.03K $236K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.77K
New
$58.01 - $64.46 $219K - $243K
3.77K $234K
HOOD
Robinhood Markets, Inc.

Technology
5K
New
$35.63 - $65.28 $178K - $326K
5K $208K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.05K
+ 7.88%
$36.63 - $37.45 $148K - $152K
55.5K $2.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
604
+ 0.36%
$25.77 - $27.6 $15.6K - $16.7K
170K $4.52M
HYG
Ishares Tr

ETFs
973
+ 12.83%
$78.51 - $80.11 $76.4K - $77.9K
8.56K $674K
BA
Boeing CO

Industrials
683
+ 9.86%
$148.15 - $186.25 $101K - $127K
7.61K $1.3M
MUB
Ishares National Muni Bond ETF

ETFs
896
+ 2.92%
$104.71 - $107.69 $93.8K - $96.5K
31.6K $3.33M
VTI
Vanguard Total Stock Market Et

ETFs
249
+ 20.92%
$271.18 - $303.12 $67.5K - $75.5K
1.44K $395K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.74K
+ 2.69%
$24.22 - $24.86 $42.1K - $43.2K
66.4K $1.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
918
+ 3.16%
$49.25 - $50.66 $45.2K - $46.5K
29.9K $1.49M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.82K
+ 4.57%
$22.83 - $23.75 $64.4K - $67K
64.5K $1.49M
META
Meta Platforms, Inc.

Communication Services
64
+ 10.47%
$576.36 - $736.67 $36.9K - $47.1K
675 $389K
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 15.93%
$347.25 - $424.87 $38.9K - $47.6K
815 $298K
VUSB
Vanguard Bd Index Fds
1.29K
+ 3.44%
N/A
38.8K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 4.56%
$468.34 - $539.52 $18.7K - $21.6K
917 $429K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
51
+ 0.32%
$67.03 - $74.61 $3.42K - $3.81K
16.1K $1.1M
GS
Goldman Sachs Group Inc

Financial Services
257
+ 2.78%
$524.81 - $672.19 $135K - $173K
9.51K $5.2M
VB
Vanguard Small Cap ETF

ETFs
2.52K
+ 6.82%
$217.89 - $252.64 $549K - $637K
39.5K $8.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
245
+ 1.91%
$168.84 - $202.89 $41.4K - $49.7K
13.1K $2.3M
VBR
Vanguard Small Cap Value ETF

ETFs
969
+ 2.69%
$183.02 - $207.75 $177K - $201K
36.9K $6.88M
IYW
Ishares Dj Us Tech ETF

ETFs
150
+ 0.98%
$140.44 - $166.79 $21.1K - $25K
15.5K $2.17M
VV
Vanguard Large Cap ETF

ETFs
995
+ 2.17%
$253.32 - $282.66 $252K - $281K
46.9K $12M
VBK
Vanguard Small Cap Growth ETF

ETFs
637
+ 2.97%
$247.97 - $296.33 $158K - $189K
22.1K $5.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 3.71%
$24.91 - $29.02 $351K - $409K
394K $9.86M
NOW
Service Now, Inc.

Technology
82
+ 2.58%
$783.83 - $1170.39 $64.3K - $96K
3.26K $2.6M
NVDA
Nvidia Corp

Technology
3.77K
+ 8.14%
$106.98 - $149.43 $403K - $563K
50.1K $5.43M
AAPL
Apple Inc.

Technology
999
+ 2.19%
$209.68 - $247.1 $209K - $247K
46.6K $10.4M
MSFT
Microsoft Corp

Technology
2.09K
+ 4.98%
$375.39 - $447.2 $784K - $934K
44K $16.5M
GOOGL
Alphabet Inc.

Communication Services
991
+ 2.49%
$154.33 - $206.19 $153K - $204K
40.8K $6.3M
VUG
Vanguard Growth ETF

ETFs
874
+ 1.89%
$369.1 - $427.61 $323K - $374K
47K $17.4M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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