Tradewinds Capital Management, LLC Incresed Positions 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
XLU
Utilities Sector Spdr

ETFs
369K
+ 738032.0%
$74.89 - $82.93 $27.6M - $30.6M
369K $27.9M
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
XLI
Industrial Sector Spdr

ETFs
47.9K
+ 57.39%
$131.76 - $143.99 $6.31M - $6.89M
131K $17.3M
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 126.07%
$180.88 - $232.93 $2.07M - $2.66M
20.5K $4.5M
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
JNJ
Johnson & Johnson

Healthcare
9.48K
+ 311.57%
$143.34 - $165.86 $1.36M - $1.57M
12.5K $1.81M
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
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
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
AMD
Advanced Micro Devices Inc

Technology
2.06K
+ 927.48%
$118.88 - $172.8 $245K - $356K
2.28K $275K
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
META
Meta Platforms, Inc.

Communication Services
186
+ 115.53%
$554.08 - $632.68 $103K - $118K
347 $204K
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.87K
+ 3.82%
$20.98 - $21.19 $81.2K - $82K
105K $2.21M
OKE
Oneok Inc

Energy
78
+ 0.92%
$92.28 - $117.05 $7.2K - $9.13K
8.59K $862K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.4K
+ 36.55%
$26.63 - $30.23 $90.6K - $103K
12.7K $338K
DIS
Walt Disney CO

Communication Services
211
+ 7.59%
$92.39 - $117.6 $19.5K - $24.8K
2.99K $333K
V
Visa Inc.

Financial Services
153
+ 36.08%
$273.87 - $320.91 $41.9K - $49.1K
577 $182K
PYPL
Pay Pal Holdings, Inc.

Financial Services
623
+ 234.21%
$77.25 - $91.3 $48.1K - $56.9K
889 $75K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
25
+ 0.22%
$70.54 - $79.61 $1.76K - $1.99K
11.3K $855K
INTC
Intel Corp

Technology
2.99K
+ 116.55%
$19.07 - $26.23 $57.1K - $78.5K
5.56K $111K
BA
Boeing CO

Industrials
7
+ 0.36%
$138.14 - $180.72 $967 - $1.27K
1.94K $342K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
372
+ 1488.0%
$126.68 - $134.74 $47.1K - $50.1K
397 $50K
BAC
Bank Of America Corp

Financial Services
119
+ 1.23%
$39.22 - $47.77 $4.67K - $5.68K
9.77K $429K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 39.29%
$567.81 - $607.81 $37.5K - $40.1K
234 $137K
PLTR
Palantir Technologies Inc.

Technology
93
+ 11.61%
$36.46 - $82.38 $3.39K - $7.66K
894 $67K
VO
Vanguard Mid Cap ETF

ETFs
125
+ 7.48%
$261.5 - $284.63 $32.7K - $35.6K
1.8K $474K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
496
+ 60.56%
$55.05 - $58.86 $27.3K - $29.2K
1.32K $74K
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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