Windward Private Wealth Management Inc. Reduced Holdings in Q4 2024

Windward Private Wealth Management Inc.

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.74K
- 0.61%
$80.87 - $87.69 $140K - $152K
282K $22.9M
VIG
Vanguard Dividend Appreciation

ETFs
-2.55K
- 6.07%
N/A
39.5K $7.19M
VTV
Vanguard Value ETF

ETFs
-1.37K
- 4.12%
$168.32 - $181.87 $230K - $249K
31.9K $5.4M
IXUS
Ishares Tr

ETFs
-499
- 0.87%
$65.95 - $72.56 $32.9K - $36.2K
56.5K $3.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.16K
- 4.52%
$77.86 - $79.27 $168K - $171K
45.5K $3.55M
MSFT
Microsoft Corp

Technology
-500
- 50.4%
$406.35 - $454.46 $203K - $227K
492 $207K
EFV
Msci Eafe Value ETF

ETFs
-1.33K
- 4.64%
$51.78 - $57.15 $69.1K - $76.2K
27.4K $1.44M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.22K
- 4.14%
$87.42 - $98.06 $194K - $218K
51.4K $4.59M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.03K
- 2.96%
$91.94 - $100.02 $94.9K - $103K
33.8K $3.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.77K
- 3.55%
$26.63 - $30.23 $47K - $53.4K
47.9K $1.28M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-830
- 6.68%
$62.71 - $68.47 $52K - $56.8K
11.6K $729K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.28K
- 7.52%
$29.77 - $30.19 $97.5K - $98.9K
40.3K $1.2M
VT
Vanguard Total World Stk Index

ETFs
-801
- 9.01%
$117.09 - $123.07 $93.8K - $98.6K
8.09K $949K
IGE
Ishares Tr North Amern Nat Res

ETFs
-1.13K
- 2.41%
$41.52 - $48.01 $46.8K - $54.1K
45.6K $1.95M
VGSH
Vanguard

ETFs
-1.01K
- 2.06%
$58.02 - $58.88 $58.7K - $59.6K
48.1K $2.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-392
- 3.51%
$162.69 - $181.35 $63.8K - $71.1K
10.8K $1.77M
SHW
Sherwin Williams CO

Basic Materials
-117
- 9.88%
$338.75 - $399.71 $39.6K - $46.8K
1.07K $362K
VBR
Vanguard Small Cap Value ETF

ETFs
-224
- 2.31%
$197.36 - $217.3 $44.2K - $48.7K
9.48K $1.88M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.24K
- 6.64%
$129.96 - $144.97 $292K - $325K
31.5K $4.39M
IYE
Ishares Tr

ETFs
-995
- 16.76%
$43.93 - $51.37 $43.7K - $51.1K
4.94K $225K
VNQ
Vanguard Specialized Funds Van

ETFs
-145
- 3.79%
$87.85 - $98.6 $12.7K - $14.3K
3.68K $327K
VB
Vanguard Small Cap ETF

ETFs
-120
- 7.61%
$233.76 - $261.58 $28.1K - $31.4K
1.46K $349K
MBB
Ishares Tr

ETFs
-25
- 0.73%
$91.26 - $95.82 $2.28K - $2.4K
3.4K $311K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-107
- 2.24%
$81.68 - $82.93 $8.74K - $8.87K
4.66K $382K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-13
- 1.83%
$278.19 - $315.36 $3.62K - $4.1K
697 $200K
VBK
Vanguard Small Cap Growth ETF

ETFs
-45
- 1.5%
$264.18 - $304.19 $11.9K - $13.7K
2.96K $828K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-241
- 4.02%
$340.59 - $380.5 $82.1K - $91.7K
5.75K $2.11M
VONG
Vanguard Russell 1000 Growth E

ETFs
-10.1K
- 3.25%
$95.27 - $107.82 $961K - $1.09M
300K $31M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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