Tradewinds Capital Management, LLC Purchases in Q4 2024

Tradewinds Capital Management, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.48M
+ 2388.53%
$22.4 - $68.28 $33.1M - $101M
1.54M $35.6M
EWS
Ishares Inc Msci Singapore ETF

ETFs
1.28M
New
$21.36 - $23.24 $27.4M - $29.8M
1.28M $28.1M
XLU
Utilities Sector Spdr

ETFs
369K
+ 738032.0%
$74.89 - $82.93 $27.6M - $30.6M
369K $27.9M
EWH
Ishares Msci Hong Kong ETF

ETFs
1.17M
New
$16.41 - $20.35 $19.2M - $23.8M
1.17M $19.5M
EZA
Ishares Msci South Africa ETF

ETFs
410K
New
$41.91 - $50.68 $17.2M - $20.8M
410K $17.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
503K
+ 975.48%
$25.33 - $51.16 $12.8M - $25.8M
555K $14.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
548K
+ 216408.7%
$20.08 - $20.61 $11M - $11.3M
548K $11M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
501K
+ 910294.56%
$20.55 - $23.26 $10.3M - $11.6M
501K $10.5M
FLHK
Franklin Templeton ETF Tr

ETFs
433K
New
$17.16 - $21.0 $7.43M - $9.1M
433K $7.51M
FM
Ishares Msci Frontier And Sele

ETFs
255K
New
$27.11 - $27.7 $6.92M - $7.07M
255K $6.93M
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 126.07%
$180.88 - $232.93 $2.07M - $2.66M
20.5K $4.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
83.3K
New
$28.56 - $30.02 $2.38M - $2.5M
83.3K $2.39M
MSFT
Microsoft Corp

Technology
4.64K
+ 22.57%
$406.35 - $454.46 $1.88M - $2.11M
25.2K $10.6M
XOM
Exxon Mobil Corp

Energy
12.7K
+ 559.87%
$105.51 - $125.37 $1.34M - $1.59M
15K $1.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
44.8K
New
$29.77 - $30.19 $1.33M - $1.35M
44.8K $1.34M
JNJ
Johnson & Johnson

Healthcare
9.48K
+ 311.57%
$143.34 - $165.86 $1.36M - $1.57M
12.5K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.3K
+ 14601.19%
$96.64 - $101.23 $1.19M - $1.24M
12.3K $1.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
95.1K
+ 227.66%
$18.41 - $40.87 $1.75M - $3.88M
137K $2.53M
AAPL
Apple Inc.

Technology
1.78K
+ 9.16%
$221.69 - $259.02 $394K - $461K
21.2K $5.31M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
9.34K
New
$74.93 - $97.17 $700K - $907K
9.34K $708K
SPTL
Spdr Portfolio Long Term Treas

ETFs
26.6K
+ 915.33%
$26.05 - $29.17 $694K - $777K
29.5K $773K
ABT
Abbott Laboratories

Healthcare
6.08K
+ 228.14%
$111.93 - $119.39 $681K - $726K
8.75K $989K
ABBV
Abb Vie Inc.

Healthcare
3.77K
+ 838.0%
$164.99 - $203.87 $622K - $769K
4.22K $750K
PG
Procter & Gamble CO

Consumer Defensive
3.21K
+ 259.34%
$161.05 - $179.7 $517K - $576K
4.45K $745K
VPU
Vanguard Utilities ETF

ETFs
3.2K
New
$160.52 - $179.11 $514K - $574K
3.2K $523K
UNP
Union Pacific Corp

Industrials
1.8K
+ 1123.75%
$223.15 - $249.32 $401K - $448K
1.96K $446K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34.1K
+ 15146.22%
$11.42 - $12.5 $389K - $426K
34.3K $395K
BK
Bank Of New York Mellon Corp

Financial Services
4.34K
+ 4339.0%
$70.82 - $81.87 $307K - $355K
4.44K $341K
WFC
Wells Fargo & Company

Financial Services
3.49K
+ 82.44%
$54.98 - $77.35 $192K - $270K
7.73K $543K
CVX
Chevron Corp

Energy
2.09K
+ 390.3%
$141.15 - $162.53 $295K - $340K
2.63K $380K
SCHC
Schwab Strategic Tr Intl Small

ETFs
10.6K
+ 52.66%
$33.93 - $38.37 $360K - $408K
30.8K $1.06M
VV
Vanguard Large Cap ETF

ETFs
901
New
$260.27 - $280.65 $235K - $253K
901 $242K
AMD
Advanced Micro Devices Inc

Technology
2.06K
+ 927.48%
$118.88 - $172.8 $245K - $356K
2.28K $275K
DELL
Dell Technologies Inc.

Technology
2K
New
$111.96 - $144.21 $224K - $288K
2K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
430
+ 417.48%
$481.22 - $538.17 $207K - $231K
533 $272K
SBUX
Starbucks Corp

Consumer Cyclical
2.87K
+ 39.44%
$87.44 - $102.5 $251K - $294K
10.1K $924K
GOOG
Alphabet Inc.

Communication Services
544
+ 12.24%
$163.08 - $198.16 $88.7K - $108K
4.99K $950K
IBM
International Business Machines Corp

Technology
853
+ 853.0%
$204.9 - $238.04 $175K - $203K
953 $209K
NVDA
Nvidia Corp

Technology
202
+ 1.94%
$117.0 - $148.88 $23.6K - $30.1K
10.6K $1.43M
IYR
Ishares Tr

ETFs
1.37K
New
$90.74 - $102.87 $125K - $141K
1.37K $127K
MCHI
Ishares Msci China ETF

ETFs
2.65K
New
$46.1 - $59.67 $122K - $158K
2.65K $124K
META
Meta Platforms, Inc.

Communication Services
186
+ 115.53%
$554.08 - $632.68 $103K - $118K
347 $204K
SPMD
Spdr Portfolio

ETFs
2.06K
New
$54.13 - $59.56 $112K - $123K
2.06K $112K
ORCL
Oracle Corp

Technology
660
+ 60.22%
$165.41 - $192.43 $109K - $127K
1.76K $292K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
130
+ 5.04%
$521.84 - $558.82 $67.8K - $72.6K
2.71K $1.46M
SLV
I Shares Silver Trust

ETFs
3.88K
+ 72.69%
$26.33 - $31.74 $102K - $123K
9.22K $242K
GOOGL
Alphabet Inc.

Communication Services
253
+ 14.02%
$161.86 - $196.66 $41K - $49.8K
2.06K $389K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 3.18%
$873.59 - $994.69 $41.9K - $47.7K
1.56K $1.43M
ACHR
Archer Aviation Inc.

Industrials
9.1K
New
$2.94 - $11.33 $26.8K - $103K
9.1K $88K
Activity Summary
Buys All Purchases 282 New Holdings 116 Increased Positions 166 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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