Tradewinds, Llc. Incresed Positions in Q1 2025

Tradewinds, Llc.

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
6.64K
+ 54.26%
$167.73 - $179.21 $1.11M - $1.19M
18.9K $3.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.8K
+ 16.4%
$50.39 - $50.66 $1.05M - $1.05M
147K $7.46M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.3K
+ 50.15%
$34.58 - $45.97 $355K - $471K
30.7K $1.41M
GBIL
Goldman Sachs Access Treasury

ETFs
6K
+ 47.16%
$99.85 - $100.19 $599K - $601K
18.7K $1.87M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.39K
+ 8.6%
$48.65 - $53.06 $262K - $286K
68.1K $3.53M
PULS
Pgim ETF Tr

ETFs
9.82K
+ 37.85%
$49.56 - $49.78 $487K - $489K
35.8K $1.78M
LLY
Eli Lilly & CO

Healthcare
215
+ 3.72%
$725.72 - $929.72 $156K - $200K
6K $4.96M
ABBV
Abb Vie Inc.

Healthcare
490
+ 4.37%
$169.2 - $216.66 $82.9K - $106K
11.7K $2.45M
GLD
Spdr Gold Trust

ETFs
842
+ 18.21%
$243.19 - $288.14 $205K - $243K
5.47K $1.57M
JNJ
Johnson & Johnson

Healthcare
429
+ 2.43%
$142.06 - $167.7 $60.9K - $71.9K
18.1K $3M
CL
Colgate Palmolive CO

Consumer Defensive
2.14K
+ 3.35%
$85.68 - $97.5 $183K - $208K
66K $6.18M
MO
Altria Group, Inc.

Consumer Defensive
4.92K
+ 49.65%
$50.81 - $60.02 $250K - $295K
14.8K $889K
DUK
Duke Energy Corp

Utilities
11
+ 0.04%
$105.87 - $121.97 $1.16K - $1.34K
25.8K $3.15M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 2.08%
$158.56 - $176.26 $191K - $212K
59K $10.1M
TKNO
Alpha Teknova, Inc.

Healthcare
89.5K
+ 205.6%
$5.19 - $9.61 $465K - $860K
133K $690K
T
At&T Inc.

Communication Services
1.84K
+ 5.26%
$21.56 - $28.28 $39.6K - $52K
36.8K $1.04M
STIM
Neuronetics, Inc.

Healthcare
53K
+ 264.89%
$1.49 - $5.54 $78.9K - $293K
73K $268K
META
Meta Platforms, Inc.

Communication Services
423
+ 50.66%
$576.36 - $736.67 $244K - $312K
1.26K $725K
AVGO
Broadcom Inc.

Technology
3.3K
+ 66.55%
$167.43 - $244.7 $553K - $808K
8.26K $1.38M
XOM
Exxon Mobil Corp

Energy
312
+ 1.99%
$105.44 - $118.93 $32.9K - $37.1K
16K $1.9M
VZ
Verizon Communications Inc

Communication Services
1.13K
+ 6.04%
$37.81 - $46.49 $42.7K - $52.5K
19.8K $899K
CSX
Csx Corp

Industrials
6.61K
+ 33.51%
$29.11 - $33.67 $192K - $222K
26.3K $774K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
991
+ 6.73%
$196.12 - $229.48 $194K - $227K
15.7K $3.18M
ITW
Illinois Tool Works Inc

Industrials
1.03K
+ 4.35%
$244.9 - $274.48 $253K - $283K
24.7K $6.13M
SO
Southern CO

Utilities
19
+ 0.17%
$80.96 - $92.96 $1.54K - $1.77K
11.4K $1.05M
BK
Bank Of New York Mellon Corp

Financial Services
344
+ 4.8%
$75.42 - $88.95 $25.9K - $30.6K
7.51K $629K
MDLZ
Mondelez International, Inc.

Consumer Defensive
474
+ 11.01%
$56.12 - $68.15 $26.6K - $32.3K
4.78K $324K
MMM
3 M CO

Industrials
137
+ 5.63%
$129.7 - $155.12 $17.8K - $21.3K
2.57K $377K
CSCO
Cisco Systems, Inc.

Technology
325
+ 1.98%
$58.74 - $64.87 $19.1K - $21.1K
16.7K $1.03M
CI
Cigna Corp

Healthcare
28
+ 3.26%
$274.49 - $329.0 $7.69K - $9.21K
886 $291K
OKE
Oneok Inc

Energy
585
+ 9.27%
$89.57 - $109.85 $52.4K - $64.3K
6.9K $684K
CTVA
Corteva, Inc.

Basic Materials
225
+ 3.76%
$55.94 - $66.15 $12.6K - $14.9K
6.21K $390K
D
Dominion Energy, Inc

Utilities
1
+ 0.0%
$52.85 - $57.43 $52.9 - $57.4
22.2K $1.25M
PFE
Pfizer Inc

Healthcare
2.05K
+ 21.82%
$25.01 - $27.13 $51.2K - $55.5K
11.4K $289K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
195
+ 2.24%
$58.01 - $64.46 $11.3K - $12.6K
8.92K $553K
EPD
Enterprise Products Partners L.P.

Energy
505
+ 6.28%
$31.75 - $34.14 $16K - $17.2K
8.55K $291K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.02%
$134.72 - $159.03 $135 - $159
4.9K $714K
EVRG
Evergy, Inc.

Utilities
14
+ 0.39%
$59.9 - $69.52 $839 - $973
3.61K $249K
UL
Unilever PLC

Consumer Defensive
286
+ 8.39%
$54.72 - $60.29 $15.6K - $17.2K
3.69K $219K
EOG
Eog Resources Inc

Energy
15
+ 0.4%
$120.54 - $138.05 $1.81K - $2.07K
3.8K $486K
COP
Conocophillips

Energy
13
+ 0.4%
$88.6 - $105.85 $1.15K - $1.38K
3.29K $345K
WFC
Wells Fargo & Company

Financial Services
86
+ 1.0%
$66.78 - $81.42 $5.74K - $7K
8.66K $621K
CVRX
Cv Rx, Inc.

Healthcare
3.18K
+ 5.79%
$11.05 - $18.4 $35.1K - $58.4K
58K $709K
DHI
Horton D R Inc

Consumer Cyclical
280
+ 16.64%
$125.29 - $147.65 $35.1K - $41.3K
1.96K $249K
MU
Micron Technology Inc

Technology
23
+ 0.9%
$86.89 - $109.38 $2K - $2.52K
2.58K $223K
DGX
Quest Diagnostics Inc

Healthcare
67
+ 4.52%
N/A
1.55K $212K
C
Citigroup Inc

Financial Services
14
+ 0.31%
$67.23 - $84.63 $941 - $1.18K
4.54K $322K
COIN
Coinbase Global, Inc.

Technology
425
+ 46.25%
$172.23 - $301.3 $73.2K - $128K
1.34K $231K
SYY
Sysco Corp

Consumer Defensive
101
+ 2.29%
$70.0 - $77.13 $7.07K - $7.79K
4.51K $338K
Activity Summary
Buys All Purchases 89 New Holdings 14 Increased Positions 75 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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