Windward Private Wealth Management Inc. Portfolio Holdings by Sector
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSV VEA VONG VONV BIV VMBS VWO VIG 40 stocks |
$254,326
99.36% of portfolio
|
  8  
|
  27  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$362
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$343
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$297
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$215
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC 1 stocks |
$208
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$207
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|