The Analysis of Leeward Financial Partners, LLC's Holdings
Currently, Leeward Financial Partners, LLC holds 101 types of securities in its portfolio with a total value $351.5M. In the most recent quarter, they have increased their positions in MSFT (+5.4K shares, valued at $2.8M), BLV (+9.9K shares, valued at $700.3K), VB (+2.7K shares, valued at $676.6K); decreased their positions in VUSB (-31.9K shares, valued at $1.6M), VTV (-2.6K shares, valued at $487.1K), NVDA (-2.5K shares, valued at $473.0K); initiated new positions in URI (+252 shares, valued at $240.6K), TSLA (+493 shares, valued at $219.2K), OWL (+12.1K shares, valued at $205.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP50.0K shares12.14%2025-09-302025-11-12
VUG VANGUARD INDEX FDS45.9K shares0.71%2025-09-302025-11-12 VGT VANGUARD WORLD FD23.7K shares3.51%2025-09-302025-11-12 AAPL APPLE INC61.1K shares1.43%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR407.2K shares2.53%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR537.2K shares2.54%2025-09-302025-11-12 VV VANGUARD INDEX FDS39.7K shares1.99%2025-09-302025-11-12 VTV VANGUARD INDEX FDS64.8K shares-3.87%2025-09-302025-11-12 AMZN AMAZON COM INC54.0K shares2.05%2025-09-302025-11-12 GOOGL ALPHABET INC46.1K shares2.99%2025-09-302025-11-12 VB VANGUARD INDEX FDS43.6K shares6.50%2025-09-302025-11-12 VBR VANGUARD INDEX FDS39.3K shares6.55%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC10.2K shares6.08%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW8.5K shares9.17%2025-09-302025-11-12 VBK VANGUARD INDEX FDS24.1K shares7.18%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO46.7K shares7.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION37.2K shares-6.39%2025-09-302025-11-12 NFLX NETFLIX INC5.4K shares6.84%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS78.2K shares11.64%2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS82.5K shares13.62%2025-09-302025-11-12 V VISA INC16.9K shares5.02%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR179.1K shares3.77%2025-09-302025-11-12 ECL ECOLAB INC18.3K shares7.59%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS99.4K shares16.00%2025-09-302025-11-12 VUSB VANGUARD BD INDEX FDS91.1K shares-25.92%2025-09-302025-11-12 MUB ISHARES TR40.5K shares16.86%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS47.1K shares8.90%2025-09-302025-11-12 AVGO BROADCOM INC12.8K shares2.33%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC22.9K shares-0.99%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC11.9K shares3.55%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS53.9K shares2.56%2025-09-302025-11-12 IVV ISHARES TR5.9K shares0.87%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR5.2K shares0.00%2025-09-302025-11-12 IYW ISHARES TR15.5K shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO4.0K shares6.03%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS37.9K shares3.20%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS12.6K shares0.00%2025-09-302025-11-12 USHY ISHARES TR69.0K shares16.73%2025-09-302025-11-12 NOW SERVICENOW INC2.8K shares-1.97%2025-09-302025-11-12 TOTL SSGA ACTIVE ETF TR61.6K shares3.54%2025-09-302025-11-12 NXPI NXP SEMICONDUCTORS N V10.7K shares10.89%2025-09-302025-11-12 AJG GALLAGHER ARTHUR J & CO7.8K shares14.25%2025-09-302025-11-12 PCAR PACCAR INC23.2K shares15.42%2025-09-302025-11-12 FLMI FRANKLIN TEMPLETON ETF TR91.7K shares31.21%2025-09-302025-11-12 AXON AXON ENTERPRISE INC3.1K shares-3.78%2025-09-302025-11-12 PZA INVESCO EXCH TRADED FD TR II93.5K shares33.12%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS42.6K shares32.56%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS25.1K shares3.16%2025-09-302025-11-12 BA BOEING CO7.5K shares-0.11%2025-09-302025-11-12 SPTM SPDR SERIES TRUST16.2K shares0.30%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.0K shares0.30%2025-09-302025-11-12 HYG ISHARES TR13.8K shares3.80%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR41.4K shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC2.9K shares-16.39%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW4.1K shares0.00%2025-09-302025-11-12 SBUX STARBUCKS CORP10.2K shares-2.36%2025-09-302025-11-12 APP APPLOVIN CORP1.1K shares13.17%2025-09-302025-11-12 ADPT ADAPTIVE BIOTECHNOLOGIES COR51.6K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC1.0K shares-12.13%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC5.0K shares-0.56%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC3.4K shares-3.13%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-1.39%2025-09-302025-11-12 ANET ARISTA NETWORKS INC4.2K shares6.84%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.8K shares-0.55%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS8.7K shares-45.45%2025-09-302025-11-12 BR BROADRIDGE FINL SOLUTIONS IN2.0K shares0.00%2025-09-302025-11-12 IBKR INTERACTIVE BROKERS GROUP IN6.8K shares42.51%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.4K shares-2.49%2025-09-302025-11-12 HD HOME DEPOT INC1.1K shares-1.31%2025-09-302025-11-12 FIX COMFORT SYS USA INC534 shares6.59%2025-09-302025-11-12 SMH VANECK ETF TRUST1.3K shares12.61%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE905 shares0.00%2025-09-302025-11-12 DECK DECKERS OUTDOOR CORP4.1K shares17.41%2025-09-302025-11-12 MGK VANGUARD WORLD FD1.0K shares0.00%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC10.3K shares14.13%2025-09-302025-11-12 CLS CELESTICA INC1.6K shares-1.65%2025-09-302025-11-12 RCL ROYAL CARIBBEAN GROUP1.2K shares4.23%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-11-12 SHOP SHOPIFY INC2.4K shares6.30%2025-09-302025-11-12 GOOG ALPHABET INC1.5K shares-5.26%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST7.7K shares-9.02%2025-09-302025-11-12 ORCL ORACLE CORP1.2K shares-1.78%2025-09-302025-11-12 RRX REGAL REXNORD CORPORATION2.3K shares0.00%2025-09-302025-11-12 ITA ISHARES TR1.5K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR11.7K shares0.00%2025-09-302025-11-12 MS MORGAN STANLEY2.0K shares0.15%2025-09-302025-11-12 SYK STRYKER CORPORATION846 shares-0.59%2025-09-302025-11-12 ABBV ABBVIE INC1.3K shares-1.37%2025-09-302025-11-12 DCI DONALDSON INC3.5K shares0.00%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC716 shares0.00%2025-09-302025-11-12 HWM HOWMET AEROSPACE INC1.4K shares17.47%2025-09-302025-11-12 VOO VANGUARD INDEX FDS434 shares-29.20%2025-09-302025-11-12 DDOG DATADOG INC1.8K shares17.78%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN820 shares-3.64%2025-09-302025-11-12 URI UNITED RENTALS INC252 sharesnew addition2025-09-302025-11-12 MCD MCDONALDS CORP750 shares0.00%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS803 shares-3.37%2025-09-302025-11-12 TSLA TESLA INC493 sharesnew addition2025-09-302025-11-12 LOW LOWES COS INC826 shares-36.22%2025-09-302025-11-12 OWL BLUE OWL CAPITAL INC12.1K sharesnew addition2025-09-302025-11-12 IYG ISHARES TR2.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available