Tradewinds, Llc. New Holdings in Q3 2025

Tradewinds, Llc.

  • $398 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
41K
New
$282.78 - $316.06 $11.6M - $13M
41K $12.9M
DFIV
Dimensional ETF Tr

ETFs
267K
New
$42.66 - $46.53 $11.4M - $12.4M
267K $12.3M
WMT
Walmart Inc.

Consumer Defensive
107K
New
$94.4 - $104.27 $10.1M - $11.2M
107K $11.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
196K
New
$50.47 - $50.74 $9.91M - $9.96M
196K $9.96M
MS
Morgan Stanley

Financial Services
61.5K
New
$139.09 - $161.16 $8.55M - $9.9M
61.5K $9.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.9K
New
$459.11 - $506.91 $8.66M - $9.56M
18.9K $9.48M
V
Visa Inc.

Financial Services
25.1K
New
$332.09 - $358.86 $8.33M - $9M
25.1K $8.56M
COIN
Coinbase Global, Inc.

Technology
23.7K
New
$297.99 - $419.78 $7.07M - $9.96M
23.7K $8.01M
DASH
Door Dash, Inc.

Communication Services
29.1K
New
$234.5 - $272.5 $6.82M - $7.93M
29.1K $7.91M
DE
Deere & CO

Industrials
15.7K
New
$457.26 - $524.37 $7.19M - $8.24M
15.7K $7.19M
HON
Honeywell International Inc

Industrials
31.8K
New
$207.7 - $240.4 $6.6M - $7.64M
31.8K $6.69M
ITW
Illinois Tool Works Inc

Industrials
25.5K
New
$252.31 - $269.41 $6.43M - $6.86M
25.5K $6.64M
BKR
Baker Hughes CO

Energy
133K
New
$38.68 - $50.55 $5.15M - $6.73M
133K $6.49M
USFD
Us Foods Holding Corp.

Consumer Defensive
77.3K
New
$76.35 - $84.68 $5.91M - $6.55M
77.3K $5.93M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22.7K
New
$236.25 - $257.69 $5.36M - $5.85M
22.7K $5.82M
LLY
Eli Lilly & CO

Healthcare
6.95K
New
$625.65 - $812.69 $4.35M - $5.65M
6.95K $5.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
100K
New
$49.78 - $50.75 $5M - $5.09M
100K $5.08M
GBIL
Goldman Sachs Access Treasury

ETFs
45.3K
New
$99.82 - $100.23 $4.52M - $4.54M
45.3K $4.54M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
48.3K
New
$67.16 - $93.48 $3.24M - $4.51M
48.3K $4.5M
FCNCA
First Citizens Bancshares Inc

Financial Services
2.47K
New
$1789.16 - $2158.23 $4.42M - $5.34M
2.47K $4.42M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
99.2K
New
$41.8 - $43.15 $4.15M - $4.28M
99.2K $4.24M
UNH
Unitedhealth Group Inc

Healthcare
12K
New
$237.77 - $353.61 $2.86M - $4.26M
12K $4.16M
PG
Procter & Gamble CO

Consumer Defensive
24.9K
New
$150.47 - $161.22 $3.74M - $4.01M
24.9K $3.82M
CAT
Caterpillar Inc

Industrials
7.74K
New
$390.92 - $477.15 $3.03M - $3.69M
7.74K $3.69M
JNJ
Johnson & Johnson

Healthcare
18.5K
New
$155.17 - $185.42 $2.87M - $3.43M
18.5K $3.43M
DUK
Duke Energy Corp

Utilities
25.7K
New
$116.31 - $125.93 $2.99M - $3.24M
25.7K $3.18M
ABBV
Abb Vie Inc.

Healthcare
11.3K
New
$184.85 - $231.54 $2.08M - $2.61M
11.3K $2.61M
VTV
Vanguard Value ETF

ETFs
13.8K
New
$175.51 - $186.57 $2.43M - $2.58M
13.8K $2.58M
AVGO
Broadcom Inc.

Technology
7.71K
New
$264.74 - $369.57 $2.04M - $2.85M
7.71K $2.54M
SIL
Global X Silver Miners ETF

ETFs
33.1K
New
$47.34 - $71.63 $1.57M - $2.37M
33.1K $2.37M
VTI
Vanguard Total Stock Market Et

ETFs
7.22K
New
$303.93 - $329.86 $2.19M - $2.38M
7.22K $2.37M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
34.1K
New
$62.54 - $68.42 $2.14M - $2.34M
34.1K $2.3M
AIQ
Global X Funds Global X Artifi

ETFs
44.4K
New
$43.2 - $49.66 $1.92M - $2.2M
44.4K $2.19M
VUG
Vanguard Growth ETF

ETFs
4.06K
New
$433.97 - $484.08 $1.76M - $1.96M
4.06K $1.95M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
40.3K
New
$46.51 - $50.07 $1.87M - $2.02M
40.3K $1.89M
TFC
Truist Financial Corp

Financial Services
40.1K
New
$42.83 - $47.07 $1.72M - $1.89M
40.1K $1.83M
PULS
Pgim ETF Tr

ETFs
34.9K
New
$49.58 - $49.83 $1.73M - $1.74M
34.9K $1.74M
CVX
Chevron Corp

Energy
10.9K
New
$145.57 - $161.83 $1.59M - $1.76M
10.9K $1.69M
PEP
Pepsico Inc

Consumer Defensive
11.3K
New
$133.81 - $152.16 $1.51M - $1.72M
11.3K $1.58M
IBM
International Business Machines Corp

Technology
5.59K
New
$234.77 - $292.47 $1.31M - $1.63M
5.59K $1.58M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.5K
New
$50.79 - $76.4 $1.04M - $1.57M
20.5K $1.57M
BAC
Bank Of America Corp

Financial Services
28.1K
New
$44.92 - $52.42 $1.26M - $1.47M
28.1K $1.45M
FNB
Fnb Corp

Financial Services
89.6K
New
$14.75 - $16.79 $1.32M - $1.5M
89.6K $1.44M
VIG
Vanguard Dividend Appreciation

ETFs
7.7K
New
N/A
7.7K $1.4M
D
Dominion Energy, Inc

Utilities
22.3K
New
$56.32 - $62.1 $1.26M - $1.39M
22.3K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
4.24K
New
$291.67 - $316.99 $1.24M - $1.34M
4.24K $1.29M
RY
Royal Bank Of Canada

Financial Services
8.74K
New
$128.46 - $148.6 $1.12M - $1.3M
8.74K $1.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.08K
New
$132.9 - $142.03 $1.21M - $1.29M
9.08K $1.28M
TRV
Travelers Companies, Inc.

Financial Services
4.16K
New
$250.62 - $279.43 $1.04M - $1.16M
4.16K $1.16M
Activity Summary
Buys All Purchases 201 New Holdings 190 Increased Positions 11 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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