Tradewinds Capital Management, LLC Purchases in Q4 2024

Tradewinds Capital Management, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1
+ 14.29%
$46.38 - $48.42 $46.4 - $48.4
8 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
New
$26.93 - $84.95 $53.9 - $170
2 $0
MMM
3 M CO

Industrials
8
+ 2.61%
$124.74 - $137.12 $998 - $1.1K
314 $40K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 0.98%
$101.77 - $113.02 $102 - $113
103 $10K
EXPI
Exp World Holdings, Inc.

Real Estate
1
+ 0.19%
$11.51 - $14.77 $11.5 - $14.8
526 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
1.14K
+ 100.35%
$24.06 - $48.88 $27.3K - $55.5K
2.27K $54K
WM
Waste Management Inc

Industrials
5
+ 0.83%
$201.79 - $228.46 $1.01K - $1.14K
611 $123K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 6.77%
$75.95 - $88.05 $987 - $1.14K
205 $15K
GE
General Electric CO

Industrials
25
+ 8.14%
$159.95 - $194.23 $4K - $4.86K
332 $55K
PFE
Pfizer Inc

Healthcare
46
+ 2.51%
$24.8 - $30.19 $1.14K - $1.39K
1.88K $49K
MRK
Merck & Co., Inc.

Healthcare
11
+ 2.85%
$96.31 - $114.76 $1.06K - $1.26K
397 $39K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.27%
$130.36 - $139.54 $261 - $279
737 $98K
SHW
Sherwin Williams CO

Basic Materials
3
+ 2.5%
$338.75 - $399.71 $1.02K - $1.2K
123 $41K
HAL
Halliburton CO

Energy
1
+ 0.05%
$25.77 - $31.99 $25.8 - $32
2.12K $57K
AFL
Aflac Inc

Financial Services
13
+ 2.16%
$100.37 - $115.27 $1.3K - $1.5K
616 $63K
COP
Conocophillips

Energy
77
+ 3.56%
$95.12 - $114.72 $7.32K - $8.83K
2.24K $222K
CRSP
Crispr Therapeutics Ag

Healthcare
100
+ 9.01%
$38.65 - $55.15 $3.87K - $5.52K
1.21K $47K
BP
Bp PLC

Energy
10
+ 0.4%
$28.16 - $33.14 $282 - $331
2.5K $73K
D
Dominion Energy, Inc

Utilities
23
+ 1.26%
$52.63 - $60.92 $1.21K - $1.4K
1.85K $99K
AMAT
Applied Materials Inc

Technology
80
+ 16.1%
$161.44 - $213.89 $12.9K - $17.1K
577 $93K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
7
+ 0.49%
$39.84 - $43.92 $279 - $307
1.43K $56K
AMGN
Amgen Inc

Healthcare
4
+ 2.65%
$258.78 - $328.31 $1.04K - $1.31K
155 $40K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.19K
+ 82.18%
$24.19 - $50.58 $28.8K - $60.2K
2.64K $64K
KO
Coca Cola CO

Consumer Defensive
15
+ 1.32%
$61.74 - $71.71 $926 - $1.08K
1.15K $71K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.12%
$442.29 - $483.08 $885 - $966
1.74K $789K
ENS
Ener Sys

Industrials
20
+ 1.07%
$91.53 - $104.0 $1.83K - $2.08K
1.89K $175K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.82%
$485.52 - $625.25 $971 - $1.25K
247 $124K
WTRG
Essential Utilities, Inc.

Utilities
1
+ 0.01%
$36.18 - $40.55 $36.2 - $40.6
13.4K $486K
MU
Micron Technology Inc

Technology
485
+ 10.49%
$84.16 - $113.41 $40.8K - $55K
5.11K $430K
UPS
United Parcel Service Inc

Industrials
8
+ 0.13%
$122.65 - $138.35 $981 - $1.11K
6.04K $762K
NVO
Novo Nordisk A S

Healthcare
124
+ 2.55%
$85.0 - $120.04 $10.5K - $14.9K
4.98K $428K
Activity Summary
Buys All Purchases 282 New Holdings 116 Increased Positions 166 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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