Leeward Financial Partners, LLC Reduced Holdings in Q2 2025

Leeward Financial Partners, LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-19.3K
- 90.86%
$157.66 - $172.39 $3.04M - $3.32M
1.94K $308K
LLY
Eli Lilly & CO

Healthcare
-2.92K
- 43.94%
$713.71 - $898.95 $2.09M - $2.63M
3.73K $2.91M
VTV
Vanguard Value ETF

ETFs
-12.3K
- 15.46%
$153.67 - $176.74 $1.9M - $2.18M
67.5K $11.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9.55K
- 73.09%
$149.76 - $186.42 $1.43M - $1.78M
3.52K $655K
ETN
Eaton Corp PLC

Industrials
-5.22K
- 59.89%
$246.52 - $356.99 $1.29M - $1.86M
3.5K $1.25M
VV
Vanguard Large Cap ETF

ETFs
-7.9K
- 16.85%
$228.25 - $285.3 $1.8M - $2.25M
39K $11.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-7.32K
- 9.16%
$66.5 - $71.25 $487K - $521K
72.6K $5.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
-401
- 5.55%
$310.86 - $348.77 $125K - $140K
6.82K $2.18M
ADBE
Adobe Inc.

Technology
-255
- 28.68%
$340.0 - $420.68 $86.7K - $107K
634 $245K
LOW
Lowes Companies Inc

Consumer Cyclical
-78
- 5.68%
$210.83 - $235.28 $16.4K - $18.4K
1.3K $287K
Celestica Inc
-991
- 38.56%
N/A
1.58K $0
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.58%
$276.76 - $326.81 $1.38K - $1.63K
851 $262K
SHOP
Shopify Inc.

Technology
-71
- 2.99%
$76.89 - $115.35 $5.46K - $8.19K
2.3K $265K
MS
Morgan Stanley

Financial Services
-54
- 2.66%
$99.83 - $140.86 $5.39K - $7.61K
1.98K $278K
ORCL
Oracle Corp

Technology
-336
- 21.41%
$122.82 - $218.63 $41.3K - $73.5K
1.23K $269K
RRX
Regal Rexnord Corp

Industrials
-75
- 3.18%
$94.06 - $147.0 $7.05K - $11K
2.29K $331K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-29
- 2.41%
$179.95 - $278.88 $5.22K - $8.09K
1.17K $327K
ECL
Ecolab Inc.

Basic Materials
-578
- 3.29%
$225.65 - $270.95 $130K - $157K
17K $4.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 0.96%
$496.48 - $617.85 $24.8K - $30.9K
5.16K $3.19M
BA
Boeing CO

Industrials
-68
- 0.89%
$136.59 - $217.51 $9.29K - $14.8K
7.55K $1.58M
VBR
Vanguard Small Cap Value ETF

ETFs
-73
- 0.2%
$162.76 - $195.77 $11.9K - $14.3K
36.9K $7.19M
NOW
Service Now, Inc.

Technology
-416
- 12.75%
$721.65 - $1040.18 $300K - $433K
2.85K $2.93M
NVDA
Nvidia Corp

Technology
-10.4K
- 20.78%
$94.31 - $157.99 $982K - $1.65M
39.7K $6.27M
NFLX
Netflix Inc

Communication Services
-459
- 8.26%
$855.86 - $1339.13 $393K - $615K
5.1K $6.83M
VUG
Vanguard Growth ETF

ETFs
-1.44K
- 3.07%
$329.49 - $438.4 $475K - $632K
45.6K $20M
VGT
Vanguard Information Technolog

ETFs
-20
- 0.09%
$470.37 - $663.28 $9.41K - $13.3K
22.9K $15.2M
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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