Leeward Financial Partners, LLC Incresed Positions in Q2 2025

Leeward Financial Partners, LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
572
+ 1.3%
$354.56 - $497.45 $203K - $285K
44.6K $22.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
207K
+ 65.41%
$17.76 - $22.1 $3.68M - $4.58M
524K $11.6M
UNH
Unitedhealth Group Inc

Healthcare
10.6K
+ 1115.22%
$274.35 - $599.47 $2.89M - $6.32M
11.5K $3.59M
COST
Costco Wholesale Corp

Consumer Defensive
2.51K
+ 47.32%
$908.13 - $1056.85 $2.27M - $2.65M
7.8K $7.72M
PLTR
Palantir Technologies Inc.

Technology
15.6K
+ 208.89%
$74.01 - $144.25 $1.16M - $2.26M
23.1K $3.15M
AMZN
Amazon Com Inc

Consumer Cyclical
4.28K
+ 8.81%
$167.32 - $223.3 $717K - $957K
52.9K $11.6M
AAPL
Apple Inc.

Technology
13.6K
+ 29.07%
$172.42 - $223.89 $2.34M - $3.04M
60.2K $12.4M
AVGO
Broadcom Inc.

Technology
3.41K
+ 37.45%
$146.29 - $275.65 $499K - $940K
12.5K $3.45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.49K
+ 0.89%
$22.27 - $29.21 $77.6K - $102K
397K $11.6M
GOOGL
Alphabet Inc.

Communication Services
3.98K
+ 9.77%
$144.7 - $178.6 $576K - $711K
44.7K $7.88M
AXON
Axon Enterprise, Inc.

Industrials
697
+ 28.14%
$497.13 - $827.94 $346K - $577K
3.17K $2.63M
VB
Vanguard Small Cap ETF

ETFs
1.45K
+ 3.68%
$193.73 - $237.37 $281K - $345K
41K $9.71M
V
Visa Inc.

Financial Services
1.9K
+ 13.43%
$308.27 - $373.31 $587K - $711K
16.1K $5.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 118.43%
$416.06 - $551.64 $452K - $599K
2K $1.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
378
+ 1.71%
$219.76 - $276.94 $83.1K - $105K
22.5K $6.22M
META
Meta Platforms, Inc.

Communication Services
463
+ 68.59%
$484.66 - $738.09 $224K - $342K
1.14K $839K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.19K
+ 16.45%
$77.74 - $78.78 $403K - $408K
36.7K $2.89M
HYG
Ishares Tr

ETFs
4.78K
+ 55.83%
$75.75 - $80.65 $362K - $385K
13.3K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.14%
$498.8 - $620.9 $3.99K - $4.97K
5.83K $3.62M
VEA
Vanguard Ftse Developed Market

ETFs
4.36K
+ 37.63%
$45.65 - $57.01 $199K - $249K
15.9K $909K
JPM
Jpmorgan Chase & CO

Financial Services
899
+ 97.72%
$210.28 - $289.91 $189K - $261K
1.82K $527K
MUB
Ishares National Muni Bond ETF

ETFs
3.11K
+ 9.86%
$102.31 - $105.8 $318K - $329K
34.7K $3.62M
HOOD
Robinhood Markets, Inc.

Technology
28
+ 0.56%
$34.17 - $93.63 $957 - $2.62K
5.03K $470K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.61K
+ 7.01%
$45.2 - $46.6 $254K - $262K
85.6K $3.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.33K
+ 1.37%
$23.55 - $27.67 $54.8K - $64.4K
173K $4.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.01K
+ 6.09%
$72.02 - $73.82 $217K - $222K
52.5K $3.87M
VNQ
Vanguard Specialized Funds Van

ETFs
3.22K
+ 8.04%
$79.79 - $91.42 $257K - $294K
43.3K $3.85M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.29K
+ 10.35%
$79.56 - $82.92 $182K - $189K
24.4K $2.02M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.1K
+ 9.37%
$39.34 - $40.41 $201K - $206K
59.5K $2.39M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.65K
+ 6.58%
$35.3 - $37.51 $129K - $137K
59.1K $2.22M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.58K
+ 84.08%
$100.44 - $129.37 $159K - $204K
3.46K $356K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.08K
+ 1.56%
$75.05 - $77.34 $80.8K - $83.3K
70K $5.41M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.6K
+ 21.4%
$45.98 - $56.15 $73.3K - $89.6K
9.05K $508K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
188
+ 44.24%
$456.74 - $568.03 $85.9K - $107K
613 $348K
VRT
Vertiv Holdings CO

Industrials
1.4K
+ 3.31%
N/A
43.7K $3.78M
HD
Home Depot, Inc.

Consumer Cyclical
327
+ 40.12%
$335.24 - $380.78 $110K - $125K
1.14K $418K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
51
+ 0.32%
$60.34 - $74.89 $3.08K - $3.82K
16.2K $1.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 7.39%
$48.13 - $49.85 $106K - $110K
32.1K $1.58M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.69K
+ 8.82%
$22.18 - $23.36 $126K - $133K
70.2K $1.57M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.63K
+ 23.88%
$36.25 - $42.28 $58.9K - $68.7K
8.43K $356K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.5K
+ 5.28%
$23.57 - $24.6 $82.6K - $86.2K
69.9K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.49%
$243.75 - $303.93 $1.71K - $2.13K
1.45K $439K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.39K
+ 247.26%
$50.53 - $212.53 $171K - $720K
4.76K $263K
SBUX
Starbucks Corp

Consumer Cyclical
703
+ 7.21%
$79.69 - $99.41 $56K - $69.9K
10.5K $957K
Arista Networks Inc
325
+ 9.12%
N/A
3.89K $0
VUSB
Vanguard Bd Index Fds
84.1K
+ 216.54%
N/A
123K $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
58
+ 8.81%
$421.16 - $509.5 $24.4K - $29.6K
716 $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 5.91%
$483.48 - $539.8 $34.8K - $38.9K
1.29K $627K
PCAR
Paccar Inc

Industrials
91
+ 0.46%
$86.4 - $99.09 $7.86K - $9.02K
20.1K $1.91M
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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