Leeward Financial Partners, LLC Incresed Positions in Q4 2024

Leeward Financial Partners, LLC

  • $277 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
3.39K
+ 217.58%
$873.59 - $994.69 $2.96M - $3.37M
4.95K $4.54M
VUG
Vanguard Growth ETF

ETFs
3.06K
+ 7.1%
$378.79 - $428.11 $1.16M - $1.31M
46.2K $18.9M
GOOGL
Alphabet Inc.

Communication Services
7.49K
+ 23.2%
$161.86 - $196.66 $1.21M - $1.47M
39.8K $7.53M
VGT
Vanguard Information Technolog

ETFs
1.67K
+ 6.22%
$571.78 - $647.97 $953K - $1.08M
28.5K $17.7M
VB
Vanguard Small Cap ETF

ETFs
4.95K
+ 15.46%
$233.76 - $261.58 $1.16M - $1.3M
37K $8.89M
LLY
Eli Lilly & CO

Healthcare
2.2K
+ 51.93%
$727.2 - $932.06 $1.6M - $2.05M
6.42K $4.96M
GS
Goldman Sachs Group Inc

Financial Services
766
+ 9.02%
$486.1 - $608.57 $372K - $466K
9.25K $5.3M
NFLX
Netflix Inc

Communication Services
165
+ 3.34%
$687.65 - $936.56 $113K - $155K
5.11K $4.56M
AAPL
Apple Inc.

Technology
510
+ 1.13%
$221.69 - $259.02 $113K - $132K
45.6K $11.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
286K
+ 305.53%
$25.93 - $105.3 $7.42M - $30.1M
380K $10.6M
VV
Vanguard Large Cap ETF

ETFs
890
+ 1.98%
$260.27 - $280.65 $232K - $250K
45.9K $12.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
644
+ 3.09%
$264.18 - $304.19 $170K - $196K
21.5K $6.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.83K
+ 16.29%
$71.75 - $75.11 $419K - $438K
41.6K $2.99M
MSFT
Microsoft Corp

Technology
1.53K
+ 3.8%
$406.35 - $454.46 $623K - $697K
41.9K $17.7M
IVV
Ishares Core S&P 500 ETF

ETFs
243
+ 3.76%
$570.51 - $610.59 $139K - $148K
6.71K $3.95M
BA
Boeing CO

Industrials
291
+ 4.38%
$138.14 - $180.72 $40.2K - $52.6K
6.93K $1.23M
VBR
Vanguard Small Cap Value ETF

ETFs
1.51K
+ 4.38%
$197.36 - $217.3 $298K - $328K
36K $7.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
190
+ 3.64%
$567.81 - $607.81 $108K - $115K
5.4K $3.17M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.35K
+ 9.51%
$45.17 - $47.23 $287K - $300K
73.1K $3.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.91K
+ 8.67%
$74.5 - $78.37 $366K - $385K
61.5K $4.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.2K
+ 8.27%
$77.02 - $78.58 $169K - $173K
28.8K $2.22M
VRT
Vertiv Holdings CO

Industrials
1.5K
+ 4.98%
N/A
31.6K $2.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.33K
+ 13.56%
$80.13 - $83.77 $186K - $195K
19.5K $1.56M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.77K
+ 11.36%
$39.3 - $41.34 $187K - $197K
46.7K $1.84M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.99K
+ 6.17%
$36.54 - $37.53 $109K - $112K
51.4K $1.89M
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.71K
+ 6.09%
$24.42 - $25.06 $90.6K - $93K
64.6K $1.58M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.55K
+ 6.09%
$23.42 - $24.25 $83K - $86K
61.7K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 3.59%
$105.78 - $108.7 $112K - $116K
30.7K $3.27M
HYG
Ishares Tr

ETFs
769
+ 11.29%
$78.09 - $80.04 $60.1K - $61.6K
7.58K $596K
META
Meta Platforms, Inc.

Communication Services
60
+ 10.89%
$554.08 - $632.68 $33.2K - $38K
611 $360K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.3K
+ 4.7%
$49.79 - $51.14 $64.9K - $66.6K
29K $1.45M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.92K
+ 10.68%
$68.25 - $75.42 $472K - $522K
71.7K $4.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
29
+ 0.35%
$278.49 - $315.16 $8.08K - $9.14K
8.25K $2.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
54
+ 0.34%
$69.3 - $74.3 $3.74K - $4.01K
16.1K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
150
+ 11.78%
$244.52 - $284.07 $36.7K - $42.6K
1.42K $351K
STZ
Constellation Brands, Inc.

Consumer Defensive
142
+ 18.0%
$219.66 - $257.62 $31.2K - $36.6K
931 $205K
VUSB
Vanguard Bd Index Fds
12.5K
+ 49.7%
N/A
37.5K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.22K
+ 99.51%
$25.33 - $51.16 $107K - $216K
8.47K $218K
SBUX
Starbucks Corp

Consumer Cyclical
393
+ 4.06%
$87.44 - $102.5 $34.4K - $40.3K
10.1K $918K
SCHV
Schwab Strategic Tr Us Large C

ETFs
114K
+ 205.83%
$25.79 - $80.4 $2.94M - $9.18M
170K $4.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.7K
+ 100.0%
$25.74 - $53.78 $533K - $1.11M
41.4K $1.07M
ECL
Ecolab Inc.

Basic Materials
923
+ 5.27%
$234.32 - $261.43 $216K - $241K
18.4K $4.32M
VTV
Vanguard Value ETF

ETFs
1.32K
+ 1.7%
$168.32 - $181.87 $222K - $240K
79K $13.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
160K
+ 106.7%
$18.41 - $40.87 $2.94M - $6.53M
309K $5.72M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 21 Reductions 21 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