Windward Private Wealth Management Inc. Portfolio Holdings

Windward Private Wealth Management Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 46 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 $59.2M, Vanguard Ftse Developed Market with a value of $32.2M, Vanguard Russell 1000 Growth E with a value of $31M, Vanguard Russell 1000 Value Et with a value of $22.9M, and Vanguard Bd Index Fd Inc Inter with a value of $22.2M.

Examining the 13F form we can see an decrease of $4.2M in the current position value, from $260M to 256M.

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