Windward Private Wealth Management Inc. Portfolio Holdings by Sector
Windward Private Wealth Management Inc.
- $289 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BSV VEA VONG VONV BIV VMBS VWO VIG 39 stocks |
$286,994
99.47% of portfolio
|
  11  
|
  23  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$410
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$314
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$294
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$291
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$217
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|