Leeward Financial Partners, LLC Reduced Holdings in Q3 2025

Leeward Financial Partners, LLC

  • $342 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
-120
- 3.78%
$698.02 - $870.97 $83.8K - $105K
3.05K $2.19M
VEA
Vanguard Ftse Developed Market

ETFs
-7.25K
- 45.45%
$56.02 - $60.3 $406K - $437K
8.7K $521K
NOW
Service Now, Inc.

Technology
-56
- 1.97%
$850.86 - $1044.69 $47.6K - $58.5K
2.79K $2.57M
ETN
Eaton Corp PLC

Industrials
-573
- 16.39%
$342.99 - $392.76 $197K - $225K
2.92K $1.09M
META
Meta Platforms, Inc.

Communication Services
-138
- 12.13%
$695.21 - $791.73 $95.9K - $109K
1K $734K
SBUX
Starbucks Corp

Consumer Cyclical
-247
- 2.36%
$81.9 - $96.86 $20.2K - $23.9K
10.2K $863K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-179
- 29.2%
$567.77 - $614.76 $102K - $110K
434 $265K
LOW
Lowes Companies Inc

Consumer Cyclical
-469
- 36.22%
$215.01 - $273.02 $101K - $128K
826 $207K
SYK
Stryker Corp

Healthcare
-5
- 0.59%
$368.57 - $403.53 $1.84K - $2.02K
846 $312K
ADP
Automatic Data Processing Inc

Industrials
-31
- 3.64%
$288.69 - $310.94 $8.95K - $9.64K
820 $240K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-760
- 9.02%
$41.91 - $44.87 $31.9K - $34.1K
7.67K $342K
VUSB
Vanguard Bd Index Fds
-31.9K
- 25.92%
N/A
91.1K $0
Celestica Inc
-26
- 1.65%
N/A
1.55K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 1.39%
$459.11 - $506.91 $8.26K - $9.12K
1.27K $639K
VTI
Vanguard Total Stock Market Et

ETFs
-36
- 2.49%
$303.93 - $329.86 $10.9K - $11.9K
1.41K $462K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-110
- 3.13%
$185.88 - $207.44 $20.4K - $22.8K
3.41K $684K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 1.31%
$357.4 - $423.42 $5.36K - $6.35K
1.13K $456K
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.55%
$282.78 - $316.06 $2.83K - $3.16K
1.81K $570K
BA
Boeing CO

Industrials
-8
- 0.11%
$209.79 - $237.38 $1.68K - $1.9K
7.54K $1.63M
ABBV
Abb Vie Inc.

Healthcare
-18
- 1.37%
$184.85 - $231.54 $3.33K - $4.17K
1.3K $300K
ORCL
Oracle Corp

Technology
-22
- 1.78%
$218.96 - $328.33 $4.82K - $7.22K
1.21K $340K
GOOG
Alphabet Inc.

Communication Services
-82
- 5.26%
$175.16 - $255.24 $14.4K - $20.9K
1.48K $359K
VTV
Vanguard Value ETF

ETFs
-2.61K
- 3.87%
$175.51 - $186.57 $458K - $487K
64.8K $12.1M
HOOD
Robinhood Markets, Inc.

Technology
-28
- 0.56%
$91.27 - $143.18 $2.56K - $4.01K
5K $715K
NVDA
Nvidia Corp

Technology
-2.54K
- 6.39%
$153.3 - $186.58 $389K - $473K
37.2K $6.93M
PLTR
Palantir Technologies Inc.

Technology
-230
- 0.99%
$130.68 - $186.97 $30.1K - $43K
22.9K $4.18M
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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