Tradewinds Capital Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 617 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $30.4M, Financial Sector Spdr with a value of $29.8M, Spdr Dow Jones Global Real Est with a value of $29.7M, Ishares Msci India Index Fund with a value of $29.3M, and Schwab Strategic U.S. Mid Cap with a value of $28.6M.
Examining the 13F form we can see an increase of $34.4M in the current position value, from $338M to 372M.
Below you can find more details about Tradewinds Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$372 Million
ETFs: $324 Million
Technology: $17.3 Million
Industrials: $7.73 Million
Consumer Cyclical: $5.31 Million
Financial Services: $5.2 Million
Consumer Defensive: $2.97 Million
Energy: $2.86 Million
Healthcare: $2.38 Million
Other: $4.38 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
