Tradewinds, Llc. Incresed Positions in Q4 2024

Tradewinds, Llc.

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
46.9K
+ 58.76%
$50.37 - $50.6 $2.36M - $2.37M
127K $6.38M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
43.2K
+ 109.04%
$48.33 - $49.08 $2.09M - $2.12M
82.8K $4.01M
AMZN
Amazon Com Inc

Consumer Cyclical
697
+ 1.23%
$180.88 - $232.93 $126K - $162K
57.4K $12.6M
VTV
Vanguard Value ETF

ETFs
10.4K
+ 550.32%
$168.32 - $181.87 $1.74M - $1.88M
12.2K $2.07M
MS
Morgan Stanley

Financial Services
3.1K
+ 5.37%
$104.42 - $134.99 $324K - $419K
60.9K $7.66M
AAPL
Apple Inc.

Technology
736
+ 0.91%
$221.69 - $259.02 $163K - $191K
81.3K $20.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 3.57%
$205.18 - $250.29 $298K - $364K
42.1K $10.1M
GOOG
Alphabet Inc.

Communication Services
1.92K
+ 4.56%
$163.08 - $198.16 $313K - $381K
44K $8.38M
V
Visa Inc.

Financial Services
1.04K
+ 4.24%
$273.87 - $320.91 $284K - $333K
25.5K $8.06M
WMT
Walmart Inc.

Consumer Defensive
1.96K
+ 1.8%
$79.1 - $95.7 $155K - $188K
111K $10M
GBIL
Goldman Sachs Access Treasury

ETFs
10.6K
+ 490.85%
$99.85 - $100.22 $1.05M - $1.06M
12.7K $1.27M
HON
Honeywell International Inc

Industrials
2.28K
+ 8.2%
$202.84 - $236.0 $462K - $538K
30.1K $6.79M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.39K
+ 42.49%
$201.32 - $217.44 $884K - $955K
14.7K $3.05M
ROK
Rockwell Automation, Inc

Industrials
1.82K
+ 9.97%
$264.65 - $302.92 $481K - $550K
20K $5.73M
MRVL
Marvell Technology, Inc.

Technology
101
+ 0.72%
$70.31 - $124.78 $7.1K - $12.6K
14.1K $1.55M
AMGN
Amgen Inc

Healthcare
2.72K
+ 102.3%
$258.78 - $328.31 $703K - $892K
5.37K $1.4M
DE
Deere & CO

Industrials
1.01K
+ 6.79%
$389.45 - $466.0 $392K - $469K
15.8K $6.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.39K
+ 17.61%
$46.48 - $51.32 $436K - $482K
62.7K $3.02M
RSG
Republic Services, Inc.

Industrials
2.37K
+ 8.4%
$198.0 - $218.75 $469K - $518K
30.5K $6.15M
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 9.15%
$280.04 - $302.45 $335K - $362K
14.3K $4.14M
ITW
Illinois Tool Works Inc

Industrials
2.16K
+ 10.05%
$253.56 - $278.5 $549K - $603K
23.7K $6.01M
VBR
Vanguard Small Cap Value ETF

ETFs
1.7K
+ 66.0%
$197.36 - $217.3 $336K - $370K
4.29K $849K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
846
+ 4.66%
$442.29 - $483.08 $374K - $409K
19K $8.62M
CIEN
Ciena Corp

Technology
1.38K
+ 24.74%
$61.45 - $91.14 $84.7K - $126K
6.95K $589K
PG
Procter & Gamble CO

Consumer Defensive
3.22K
+ 5.89%
$161.05 - $179.7 $518K - $578K
57.8K $9.69M
GLD
Spdr Gold Trust

ETFs
808
+ 21.17%
$236.59 - $257.5 $191K - $208K
4.62K $1.12M
BAC
Bank Of America Corp

Financial Services
204
+ 0.82%
$39.22 - $47.77 $8K - $9.75K
25K $1.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
120
+ 7.65%
$340.59 - $380.5 $40.9K - $45.7K
1.69K $617K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.5K
+ 13.19%
$57.53 - $60.83 $86.2K - $91.2K
12.9K $740K
MO
Altria Group, Inc.

Consumer Defensive
998
+ 11.21%
$49.06 - $57.74 $49K - $57.6K
9.9K $517K
PANW
Palo Alto Networks Inc

Technology
2.37K
+ 102.16%
$181.96 - $405.9 $430K - $960K
4.68K $851K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 1.26%
$172.07 - $207.36 $4.65K - $5.6K
2.17K $427K
SYY
Sysco Corp

Consumer Defensive
276
+ 6.68%
$73.63 - $81.77 $20.3K - $22.6K
4.41K $336K
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 1.22%
$124.26 - $134.12 $4.1K - $4.43K
2.74K $352K
IXUS
Ishares Tr

ETFs
530
+ 14.32%
$65.95 - $72.56 $35K - $38.5K
4.23K $279K
EOG
Eog Resources Inc

Energy
74
+ 2.0%
$118.22 - $136.54 $8.75K - $10.1K
3.78K $463K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 0.78%
$126.68 - $134.74 $10.1K - $10.8K
10.3K $1.32M
Canadian Pacific Kansas City LTD
346
+ 9.05%
N/A
4.17K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2
+ 0.02%
$11.1 - $12.03 $22.2 - $24.1
12.3K $138K
STWD
Starwood Property Trust, Inc.

Real Estate
421
+ 2.1%
$18.95 - $20.37 $7.98K - $8.58K
20.5K $388K
UPS
United Parcel Service Inc

Industrials
86
+ 1.92%
$122.65 - $138.35 $10.5K - $11.9K
4.57K $576K
FUL
Fuller H B CO

Basic Materials
12
+ 0.23%
$67.09 - $80.64 $805 - $968
5.22K $352K
SO
Southern CO

Utilities
20
+ 0.18%
$81.5 - $94.15 $1.63K - $1.88K
11.4K $934K
MSFT
Microsoft Corp

Technology
596
+ 1.51%
$406.35 - $454.46 $242K - $271K
40K $16.9M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$61.74 - $71.71 $61.7 - $71.7
12.8K $794K
DUK
Duke Energy Corp

Utilities
535
+ 2.12%
$105.76 - $120.76 $56.6K - $64.6K
25.8K $2.78M
ABBV
Abb Vie Inc.

Healthcare
197
+ 1.79%
$164.99 - $203.87 $32.5K - $40.2K
11.2K $1.99M
CL
Colgate Palmolive CO

Consumer Defensive
5.71K
+ 9.81%
$90.22 - $102.31 $515K - $584K
63.8K $5.8M
GD
General Dynamics Corp

Industrials
1.63K
+ 8.11%
$260.28 - $314.03 $424K - $512K
21.7K $5.72M
Activity Summary
Buys All Purchases 120 New Holdings 70 Increased Positions 50 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tradewinds, Llc. Portfolio

Follow Tradewinds, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradewinds, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Tradewinds, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email