Windward Private Wealth Management Inc. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $245 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $52.1M, Vanguard Ftse Developed Market with a value of $30.3M, Vanguard Russell 1000 Growth E with a value of $28.4M, Vanguard Russell 1000 Value Et with a value of $21.3M, and Vanguard Bd Index Fd Inc Inter with a value of $20.8M.

Examining the 13F form we can see an increase of $6.13M in the current position value, from $239M to 245M.

Below you can find more details about Windward Private Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
ETFs: $243 Million
Industrials: $503,000
Basic Materials: $411,000
Healthcare: $297,000
Technology: $232,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $245 Million
  • Prior Value $239 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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