Windward Private Wealth Management Inc. Portfolio Holdings by Sector
Windward Private Wealth Management Inc.
- $276 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSV VEA VONG VONV BIV VMBS VWO VIG 37 stocks |
$274,970
99.48% of portfolio
|
  13  
|
  22  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$387
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$319
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$289
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$252
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC 1 stocks |
$201
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|