Leeward Financial Partners, LLC Incresed Positions in Q3 2025

Leeward Financial Partners, LLC

  • $342 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
5.42K
+ 12.14%
$491.09 - $535.64 $2.66M - $2.9M
50K $25.9M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 2.99%
$174.36 - $254.72 $233K - $341K
46.1K $11.2M
AAPL
Apple Inc.

Technology
863
+ 1.43%
$202.38 - $256.87 $175K - $222K
61.1K $15.6M
VGT
Vanguard Information Technolog

ETFs
804
+ 3.51%
$656.44 - $753.15 $528K - $606K
23.7K $17.7M
VUG
Vanguard Growth ETF

ETFs
325
+ 0.71%
$433.97 - $484.08 $141K - $157K
45.9K $22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.1K
+ 2.53%
$28.92 - $32.19 $291K - $324K
407K $13M
VB
Vanguard Small Cap ETF

ETFs
2.66K
+ 6.5%
$237.58 - $259.17 $632K - $690K
43.6K $11.1M
GS
Goldman Sachs Group Inc

Financial Services
582
+ 6.08%
$696.56 - $806.32 $405K - $469K
10.2K $8.09M
VV
Vanguard Large Cap ETF

ETFs
774
+ 1.99%
$285.05 - $309.14 $221K - $239K
39.7K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
2.41K
+ 6.55%
$195.41 - $212.37 $472K - $513K
39.3K $8.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.3K
+ 2.54%
$21.69 - $23.34 $289K - $311K
537K $12.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.89K
+ 13.62%
$67.48 - $71.55 $667K - $707K
82.5K $5.84M
AVGO
Broadcom Inc.

Technology
292
+ 2.33%
$264.74 - $369.57 $77.3K - $108K
12.8K $4.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.7K
+ 16.0%
$45.72 - $47.27 $627K - $648K
99.4K $4.67M
MUB
Ishares National Muni Bond ETF

ETFs
5.85K
+ 16.86%
$103.24 - $106.68 $603K - $624K
40.5K $4.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.15K
+ 11.64%
$76.16 - $78.59 $621K - $641K
78.2K $6.1M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
23.3K
+ 33.12%
$21.89 - $23.17 $509K - $539K
93.5K $2.16M
FLMI
Franklin Dynamic Municipal Bon

ETFs
21.8K
+ 31.21%
$23.96 - $24.81 $523K - $541K
91.7K $2.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
+ 32.56%
$48.5 - $50.19 $508K - $525K
42.6K $2.13M
UNH
Unitedhealth Group Inc

Healthcare
408
+ 3.55%
$237.77 - $353.61 $97K - $144K
11.9K $4.11M
APP
App Lovin Corp

Technology
131
+ 13.17%
$335.1 - $718.54 $43.9K - $94.1K
1.13K $809K
VNQ
Vanguard Specialized Funds Van

ETFs
3.85K
+ 8.9%
$88.47 - $93.24 $341K - $359K
47.1K $4.31M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.51K
+ 3.77%
$27.61 - $29.15 $180K - $190K
179K $5.21M
ECL
Ecolab Inc.

Basic Materials
1.29K
+ 7.59%
$259.39 - $285.47 $335K - $369K
18.3K $5.01M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.89K
+ 16.73%
$37.14 - $37.85 $367K - $374K
69K $2.61M
PCAR
Paccar Inc

Industrials
3.09K
+ 15.42%
$92.91 - $102.86 $287K - $318K
23.2K $2.28M
NXPI
Nxp Semiconductors N.V.

Technology
1.05K
+ 10.89%
$205.16 - $239.07 $215K - $251K
10.7K $2.43M
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 0.87%
$620.67 - $670.08 $31.7K - $34.2K
5.88K $3.94M
VRT
Vertiv Holdings CO

Industrials
3.06K
+ 7.0%
N/A
46.7K $4.05M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 2.05%
$211.65 - $238.24 $229K - $258K
54K $11.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
972
+ 14.25%
$284.17 - $319.49 $276K - $311K
7.79K $2.41M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.02K
+ 42.51%
$56.32 - $68.81 $114K - $139K
6.79K $466K
FIX
Comfort Systems Usa Inc

Industrials
33
+ 6.59%
$521.66 - $825.18 $17.2K - $27.2K
534 $440K
COST
Costco Wholesale Corp

Consumer Defensive
715
+ 9.17%
$915.95 - $994.57 $655K - $711K
8.51K $7.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.34K
+ 2.56%
$72.57 - $74.72 $97.5K - $100K
53.9K $4.01M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.11K
+ 3.54%
$39.58 - $40.74 $83.5K - $85.9K
61.6K $2.5M
LLY
Eli Lilly & CO

Healthcare
225
+ 6.03%
$625.65 - $812.69 $141K - $183K
3.96K $3.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
148
+ 12.61%
$275.84 - $326.36 $40.8K - $48.3K
1.32K $431K
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.3%
$546.99 - $602.2 $3.28K - $3.61K
2.01K $1.21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.17K
+ 3.2%
$78.11 - $79.07 $91.7K - $92.8K
37.9K $2.99M
SHOP
Shopify Inc.

Technology
145
+ 6.3%
$112.11 - $157.12 $16.3K - $22.8K
2.45K $363K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
48
+ 0.3%
$74.93 - $80.73 $3.6K - $3.88K
16.2K $1.31M
VCIT
Vanguard Intermediate Term Cor

ETFs
770
+ 3.16%
$81.75 - $84.54 $62.9K - $65.1K
25.1K $2.11M
V
Visa Inc.

Financial Services
808
+ 5.02%
$332.09 - $358.86 $268K - $290K
16.9K $5.77M
DECK
Deckers Outdoor Corp

Consumer Cyclical
602
+ 17.41%
$95.32 - $123.91 $57.4K - $74.6K
4.06K $411K
DDOG
Datadog, Inc.

Technology
277
+ 17.78%
$124.52 - $155.15 $34.5K - $43K
1.84K $261K
HWM
Howmet Aerospace Inc.

Industrials
203
+ 17.47%
$171.0 - $196.23 $34.7K - $39.8K
1.37K $267K
HYG
Ishares Tr

ETFs
506
+ 3.8%
$79.85 - $81.32 $40.4K - $41.1K
13.8K $1.12M
MS
Morgan Stanley

Financial Services
3
+ 0.15%
$139.09 - $161.16 $417 - $483
1.98K $314K
Activity Summary
Buys All Purchases 58 New Holdings 4 Increased Positions 54 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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