The Analysis of Leeward Financial Partners, LLC's Holdings
Currently, Leeward Financial Partners, LLC holds 96 types of securities in its portfolio with a total value $355.8M. In the most recent quarter, they have increased their positions in NFLX (+59.0K shares, valued at $5.5M), NTRA (+17.3K shares, valued at $4.0M), APP (+5.5K shares, valued at $3.7M); decreased their positions in VRT (-21.4K shares, valued at $3.5M), LLY (-3.1K shares, valued at $3.3M), N/A (-9.0K shares, valued at $2.8M); initiated new positions in NTRA (+17.3K shares, valued at $4.0M), APH (+11.5K shares, valued at $1.6M), N/A (+2.1K shares, valued at $224.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP54.2K shares8.46%2025-12-312026-02-09
VUG VANGUARD INDEX FDS43.9K shares-4.49%2025-12-312026-02-09 VGT VANGUARD WORLD FD23.4K shares-1.14%2025-12-312026-02-09 AAPL APPLE INC58.1K shares-4.92%2025-12-312026-02-09 VV VANGUARD INDEX FDS42.4K shares6.80%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR402.2K shares-1.24%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR534.4K shares-0.52%2025-12-312026-02-09 AMZN AMAZON COM INC54.8K shares1.43%2025-12-312026-02-09 VTV VANGUARD INDEX FDS65.6K shares1.14%2025-12-312026-02-09 ALPHABET INC ALPHABET INC37.1K shares-19.52%2025-12-312026-02-09 VB VANGUARD INDEX FDS44.3K shares1.55%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC10.3K shares1.23%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW10.0K shares17.65%2025-12-312026-02-09 VBR VANGUARD INDEX FDS38.8K shares-1.30%2025-12-312026-02-09 VUSB VANGUARD BD INDEX FDS156.3K shares71.68%2025-12-312026-02-09 NVDA NVIDIA CORPORATION39.1K shares5.26%2025-12-312026-02-09 VBK VANGUARD INDEX FDS23.7K shares-1.76%2025-12-312026-02-09 NFLX NETFLIX INC64.4K shares1082.42%2025-12-312026-02-09 V VISA INC17.2K shares1.89%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS77.5K shares-0.89%2025-12-312026-02-09 BLV VANGUARD BD INDEX FDS81.0K shares-1.77%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR177.7K shares-0.78%2025-12-312026-02-09 BROADCOM INC BROADCOM INC14.1K shares9.92%2025-12-312026-02-09 ECL ECOLAB INC18.1K shares-1.25%2025-12-312026-02-09 VMBS VANGUARD SCOTTSDALE FDS97.5K shares-1.88%2025-12-312026-02-09 APP APPLOVIN CORP6.6K shares489.43%2025-12-312026-02-09 MUB ISHARES TR40.8K shares0.76%2025-12-312026-02-09 META META PLATFORMS INC6.4K shares543.80%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS48.0K shares1.80%2025-12-312026-02-09 VRT VERTIV HOLDINGS CO25.3K shares-45.74%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC12.1K shares1.79%2025-12-312026-02-09 IVV ISHARES TR5.8K shares-1.21%2025-12-312026-02-09 NTRA NATERA INC17.3K sharesnew addition2025-12-312026-02-09 BND VANGUARD BD INDEX FDS52.8K shares-1.90%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR5.1K shares-1.37%2025-12-312026-02-09 BSV VANGUARD BD INDEX FDS38.2K shares0.86%2025-12-312026-02-09 IYW ISHARES TR15.0K shares-2.91%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS12.6K shares0.00%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.8.2K shares353.68%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC14.4K shares-37.22%2025-12-312026-02-09 USHY ISHARES TR68.1K shares-1.29%2025-12-312026-02-09 TOTL SSGA ACTIVE ETF TR59.6K shares-3.29%2025-12-312026-02-09 FLMI FRANKLIN TEMPLETON ETF TR91.8K shares0.15%2025-12-312026-02-09 PZA INVESCO EXCH TRADED FD TR II93.8K shares0.29%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS42.8K shares0.53%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS23.7K shares-5.86%2025-12-312026-02-09 AXON AXON ENTERPRISE INC3.0K shares-2.39%2025-12-312026-02-09 APH AMPHENOL CORP NEW11.5K sharesnew addition2025-12-312026-02-09 SPTM SPDR SERIES TRUST16.3K shares0.29%2025-12-312026-02-09 MAR MARRIOTT INTL INC NEW4.1K shares0.00%2025-12-312026-02-09 ORCL ORACLE CORP6.2K shares411.15%2025-12-312026-02-09 HYG ISHARES TR13.9K shares0.70%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR41.4K shares0.00%2025-12-312026-02-09 LLY ELI LILLY & CO857 shares-78.33%2025-12-312026-02-09 SBUX STARBUCKS CORP9.7K shares-5.38%2025-12-312026-02-09 PCAR PACCAR INC6.2K shares-73.33%2025-12-312026-02-09 ADPT ADAPTIVE BIOTECHNOLOGIES COR41.4K shares-19.85%2025-12-312026-02-09 AJG GALLAGHER ARTHUR J & CO2.3K shares-70.85%2025-12-312026-02-09 PNC PNC FINL SVCS GROUP INC2.8K shares-18.35%2025-12-312026-02-09 VTI VANGUARD INDEX FDS1.5K shares6.31%2025-12-312026-02-09 SMH VANECK ETF TRUST1.3K shares-0.38%2025-12-312026-02-09 NOW SERVICENOW INC3.1K shares9.49%2025-12-312026-02-09 NXPI NXP SEMICONDUCTORS N V2.1K shares-80.10%2025-12-312026-02-09 BA BOEING CO2.1K shares-72.08%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS7.2K shares-16.92%2025-12-312026-02-09 BR BROADRIDGE FINL SOLUTIONS IN2.0K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.4K shares-4.67%2025-12-312026-02-09 DIA SPDR DOW JONES INDL AVERAGE834 shares-7.85%2025-12-312026-02-09 SHOP SHOPIFY INC2.4K shares0.00%2025-12-312026-02-09 MGK VANGUARD WORLD FD946 shares-6.61%2025-12-312026-02-09 RCL ROYAL CARIBBEAN GROUP1.3K shares14.13%2025-12-312026-02-09 IBKR INTERACTIVE BROKERS GROUP IN5.7K shares-15.68%2025-12-312026-02-09 FIX COMFORT SYS USA INC388 shares-27.34%2025-12-312026-02-09 DFUV DIMENSIONAL ETF TRUST7.7K shares0.00%2025-12-312026-02-09 XLY SELECT SECTOR SPDR TR2.9K shares84.39%2025-12-312026-02-09 RRX REGAL REXNORD CORPORATION2.3K shares0.00%2025-12-312026-02-09 MS MORGAN STANLEY1.8K shares-10.16%2025-12-312026-02-09 DCI DONALDSON INC3.5K shares0.00%2025-12-312026-02-09 CELESTICA INC CELESTICA INC1.0K shares-34.00%2025-12-312026-02-09 ITA ISHARES TR1.4K shares-7.83%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR10.7K shares-7.80%2025-12-312026-02-09 MCD MCDONALDS CORP950 shares26.67%2025-12-312026-02-09 ABBV ABBVIE INC1.3K shares-2.16%2025-12-312026-02-09 HWM HOWMET AEROSPACE INC1.4K shares0.00%2025-12-312026-02-09 SYK STRYKER CORPORATION783 shares-7.45%2025-12-312026-02-09 HD HOME DEPOT INC718 shares-36.29%2025-12-312026-02-09 TSLA TESLA INC549 shares11.36%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS803 shares0.00%2025-12-312026-02-09 MERCK & CO INC MERCK & CO INC2.1K sharesnew addition2025-12-312026-02-09 DECK DECKERS OUTDOOR CORP2.1K shares-48.81%2025-12-312026-02-09 URI UNITED RENTALS INC255 shares1.19%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available