Tradewinds, LLC. Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$354.4B

Holdings

211

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (211 positions)

#StockSharesValue% PortfolioType
101
BKBANK NEW YORK MELLON CORP
7,505$629.5M0.18%
102
AGGISHARES CORE U.S. ETF AGGREGATE BOND
6,321$625.3M0.18%
103
WFCWELLS FARGO & CO NEW
8,656$621.4M0.18%
104
SBUXSTARBUCKS CORP
6,085$596.9M0.17%
105
JMSTJPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME
11,600$589.9M0.17%
106
GDGENL DYNAMICS CORP
2,155$587.5M0.17%
107
UNPUNION PACIFIC CORP
2,432$574.5M0.16%
108
VOOGVANGUARD S&P 500 ETF GROWTH
1,704$569.9M0.16%
109
KMBKIMBERLY-CLARK CORP
3,979$565.9M0.16%
110
BNDVANGUARD TOTAL BOND ETF MARKET
7,585$557.1M0.16%
111
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
8,916$553.7M0.16%
112
WEAWESTERN ALLIANCE BANCORP
7,070$543.2M0.15%
113
LOWLOWES COMPANIES INC
2,269$529.2M0.15%
114
FANGDIAMONDBACK ENERGY INC
3,297$527.1M0.15%
115
GILDGILEAD SCIENCES INC
4,537$508.4M0.14%
116
UPSUNITED PARCEL SERVICE-B
4,584$504.2M0.14%
117
AFLAFLAC INC
4,498$500.1M0.14%
118
INTUINTUIT INC
803$493.1M0.14%
119
EOGEOG RESOURCES INC
3,797$487.0M0.14%
120
HRBH & R BLOCK INC
8,581$471.2M0.13%
121
MRSHMARSH AND MC LENNAN COMPANIES INC
1,918$468.0M0.13%
122
COHRCOHERENT CORP
7,143$463.9M0.13%
123
COPXGLOBAL X COPPER ETF MINERS
11,722$458.0M0.13%
124
ENBENBRIDGE INC
10,301$456.4M0.13%
125
AEEAMEREN CORP
4,442$446.0M0.13%
126
VHTVANGUARD HEALTH CARE ETF
1,649$436.5M0.12%
127
DNPDNP SELECT INCOME FD
43,449$429.7M0.12%
128
STWDSTARWOOD PROPERTY TR INC
20,500$405.3M0.11%
129
CIENCIENA CORP
6,505$393.1M0.11%
130
CTVACORTEVA INC
6,211$390.8M0.11%
131
NOTVINOTIV INC
175,383$387.6M0.11%
132
BXBLACKSTONE GROUP INC COM
2,723$380.6M0.11%
133
IRMIRON MOUNTAIN INC
4,415$379.9M0.11%
134
MMM3M CO
2,571$377.6M0.11%
135
IJHISHARES CORE S&P MID ETF ETF
6,455$376.6M0.11%
136
OKLOOKLO INC CL A
17,045$368.7M0.10%
137
PPGP P G INDUSTRIES INC
3,348$366.1M0.10%
138
QCOMQUALCOMM INC
2,383$366.1M0.10%
139
LMTLOCKHEED MARTIN CORP
789$352.5M0.10%
140
IVWISHARES S&P 500 ETF GROWTH
3,797$352.5M0.10%
141
SYU1SYNOVUS FINANCIAL CORP
7,500$350.6M0.10%
142
DOVDOVER CORP COMMON
1,994$350.3M0.10%
143
COPCONOCOPHILLIPS
3,286$345.1M0.10%
144
IWMISHARES ETF RUSSELL 2000
1,702$339.5M0.10%
145
SYYSYSCO CORPORATION
4,506$338.1M0.10%
146
ITOTISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
2,741$334.5M0.09%
147
WMBWILLIAMS COMPANIES INC
5,536$330.8M0.09%
148
PNCPNC FINANCIAL SERVICES GROUP
1,873$329.2M0.09%
149
MDLZMONDELEZ INTL INC
4,781$324.4M0.09%
150
TRVCCITIGROUP INC NEW
4,539$322.2M0.09%
151
IWFISHARES ETF RUSSELL 1000 GROWTH
873$315.3M0.09%
152
CMCSACOMCAST CORP NEW CL A
8,442$311.5M0.09%
153
HSYHERSHEY COMPANY
1,800$307.9M0.09%
154
BMYBRISTOL MYERS SQUIBB CO
5,042$307.5M0.09%
155
ULTAULTA BEAUTY INC
831$304.6M0.09%
156
CPCANADIAN PACIFIC KANSAS CITY LTD
4,326$303.7M0.09%
157
LDOSLEIDOS HOLDINGS INC
2,200$296.9M0.08%
158
IXUSISHARES CORE MSCI ETF TOTAL INTL STK ETF
4,230$295.3M0.08%
159
VBRVANGUARD SMALL CAP V ETF ETF
1,576$293.7M0.08%
160
FULFULLER H B CO
5,233$293.7M0.08%
161
EPDENTERPRISE PRODUCTS PARTNERS
8,551$291.9M0.08%
162
CITHE CIGNA GROUP
886$291.5M0.08%
163
PFEPFIZER INCORPORATED
11,423$289.5M0.08%
164
EDCONSOLIDATED EDISON INC
2,605$288.1M0.08%
165
SMHVANECK VECTORS TR ETF SEMICONDUCTOR ETF
1,357$287.0M0.08%
166
GPCGENUINE PARTS CO COM
2,398$285.7M0.08%
167
AMTAMERICAN TOWER CORP REIT
1,296$282.1M0.08%
168
ACNACCENTURE PLC IRELAND SHARES CLASS A
903$281.8M0.08%
169
IVEISHARES S&P500 VALUE ETF
1,461$278.4M0.08%
170
KVUEKENVUE INC
11,366$272.6M0.08%
171
STIMNEURONETICS INC
72,977$268.6M0.08%
172
DGXQUEST DIAGNOSTICS INC
1,549$262.2M0.07%
173
XSDSPDR S&P SEMICONDCTR ETF
1,295$260.0M0.07%
174
MAMASTERCARD INC CL A
471$258.2M0.07%
175
ROKROCKWELL AUTOMATION INC
997$257.6M0.07%
176
LQDISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
2,355$256.0M0.07%
177
XBISPDR S&P BIOTECH ETF
3,146$255.1M0.07%
178
DYHTARGET CORP
2,395$249.9M0.07%
179
DHID R HORTON INC
1,963$249.6M0.07%
180
EVRGEVERGY INC
3,612$249.0M0.07%
181
NSCNORFOLK SOUTHERN CORP
1,051$248.9M0.07%
182
ZSZSCALER INC
1,248$247.6M0.07%
183
NOCNORTHROP GRUMMAN CORP NEW
482$246.8M0.07%
184
QTECFIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND
1,419$246.3M0.07%
185
SLGSL GREEN RLTY CORP PAR$
4,250$245.2M0.07%
186
VLOVALERO ENERGY CORP NEW (VALERO REFNG & MKTING)
1,849$244.2M0.07%
187
VOVANGUARD MID CAP ETF
944$244.1M0.07%
188
LHXL3HARRIS TECHNOLOGIES INC
1,156$242.0M0.07%
189
ICEINTERCONTINENTAL EXCH EXCHANGE
1,394$240.5M0.07%
190
RSPINVESCO TR ETF S&P 500 EQUAL WEIGHT
1,376$238.4M0.07%
191
BPBP PLC SPONS ADR
7,022$237.3M0.07%
192
FISVFISERV INC
1,073$237.0M0.07%
193
LHLABCORP HOLDINGS INC COM
999$232.5M0.07%
194
COINCOINBASE GLOBAL INC CL A
1,344$231.5M0.07%
195
SYKSTRYKER CORP
618$230.1M0.06%
196
GLWCORNING INC
4,995$228.7M0.06%
197
GMGENERAL MOTORS CO
4,854$228.3M0.06%
198
TSMTAIWAN SEMICONDUCTOR MFG CO LTD ADR
1,372$227.8M0.06%
199
MUMICRON TECHNOLOGY INC
2,575$223.7M0.06%
200
WRBBERKLEY W R CORPORATION
3,123$222.2M0.06%
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