Leeward Financial Partners, LLC Portfolio Holdings
Leeward Financial Partners, LLC
- $277 Million
- Q4 2024
Leeward Financial Partners, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $18.9M, Microsoft Corp with a value of $17.7M, Vanguard Information Technolog with a value of $17.7M, Vanguard Value ETF with a value of $13.4M, and Vanguard Large Cap ETF with a value of $12.4M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $263M to 277M.
Below you can find more details about Leeward Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $154 Million
Technology: $47.8 Million
Financial Services: $16.1 Million
Industrials: $15 Million
Consumer Cyclical: $14.7 Million
Communication Services: $12.4 Million
Healthcare: $7.19 Million
Consumer Defensive: $4.74 Million
Other: $4.32 Million