Leeward Financial Partners, LLC New Holdings in Q3 2024

Leeward Financial Partners, LLC

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
924
New
$475.2 - $527.7 $439K - $488K
924 $487K
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
NTRA
Natera, Inc.

Healthcare
1.7K
New
$97.75 - $129.67 $166K - $220K
1.7K $215K
STZ
Constellation Brands, Inc.

Consumer Defensive
789
New
$236.42 - $259.82 $187K - $205K
789 $203K
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
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