Tradewinds Capital Management, LLC Portfolio Holdings
Tradewinds Capital Management, LLC
- $372 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 617
- Current Value $372 Million
- Prior Value $338 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 66 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks