Leeward Financial Partners, LLC Portfolio Holdings
Leeward Financial Partners, LLC
- $235 Million
- Q1 2024
Leeward Financial Partners, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $235 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15M, Vanguard Value ETF with a value of $12.7M, Vanguard Growth ETF with a value of $12.7M, Vanguard Information Technolog with a value of $12.3M, and Vanguard Large Cap ETF with a value of $10.4M.
Examining the 13F form we can see an increase of $30.2M in the current position value, from $205M to 235M.
Below you can find more details about Leeward Financial Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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