Tradewinds, Llc. Portfolio Holdings
Tradewinds, Llc.
- $324 Million
- Q2 2024
Tradewinds, Llc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $324 Million distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20M, Microsoft Corp with a value of $17.3M, Apple Inc. with a value of $16.6M, Amazon Com Inc with a value of $10.7M, and Procter & Gamble CO with a value of $8.65M.
Examining the 13F form we can see an increase of $209M in the current position value, from $115M to 324M.
Tradewinds, Llc. is based out at Raleigh, NC
Below you can find more details about Tradewinds, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$324 Million
Technology: $68.9 Million
ETFs: $60.2 Million
Financial Services: $43.9 Million
Industrials: $40.9 Million
Consumer Defensive: $32.2 Million
Healthcare: $27.4 Million
Consumer Cyclical: $16.7 Million
Communication Services: $13.4 Million
Other: $20.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $324 Million
- Prior Value $115 Million
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 145 stocks
- Additional Purchases 42 stocks
- Sold out of 0 stocks
- Reduced holdings in 17 stocks