Tradewinds, LLC. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$359.8B

Holdings

215

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
BLKBLACKROCK INC COM NEW
646$633.0M0.18%
102
OKEONEOK INC NEW
6,310$627.2M0.17%
103
UNPUNION PACIFIC CORP
2,537$624.9M0.17%
104
CIENCIENA CORP
6,954$610.1M0.17%
105
BKBANK NEW YORK MELLON CORP
7,161$608.2M0.17%
106
METAMETA PLATFORMS INC CLASS A
835$601.4M0.17%
107
LOWLOWES COMPANIES INC
2,340$601.1M0.17%
108
SMHVANECK VECTORS TR ETF SEMICONDUCTOR ETF
2,367$592.1M0.16%
109
JMSTJPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME
11,600$589.5M0.16%
110
FANGDIAMONDBACK ENERGY INC
3,546$580.3M0.16%
111
CMCSACOMCAST CORP NEW CL A
16,468$577.1M0.16%
112
COPXGLOBAL X COPPER ETF MINERS
13,672$551.4M0.15%
113
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
8,721$539.6M0.15%
114
MOALTRIA GROUP INC
9,900$532.5M0.15%
115
KMBKIMBERLY-CLARK CORP
3,991$528.4M0.15%
116
UPSUNITED PARCEL SERVICE-B
4,573$520.9M0.14%
117
XBISPDR S&P BIOTECH ETF
5,733$509.0M0.14%
118
EOGEOG RESOURCES INC
3,782$504.1M0.14%
119
INTUINTUIT INC
838$495.0M0.14%
120
VHTVANGUARD HEALTH CARE ETF
1,825$488.7M0.14%
121
AFLAFLAC INC
4,620$476.1M0.13%
122
ENBENBRIDGE INC
10,301$464.5M0.13%
123
IRMIRON MOUNTAIN INC
4,415$464.0M0.13%
124
LMTLOCKHEED MARTIN CORP
1,010$454.4M0.13%
125
TSMTAIWAN SEMICONDUCTOR MFG CO LTD ADR
2,166$452.7M0.13%
126
MRSHMARSH AND MC LENNAN COMPANIES INC
1,978$450.1M0.13%
127
GILDGILEAD SCIENCES INC
4,696$450.1M0.13%
128
HRBH & R BLOCK INC
8,581$449.0M0.12%
129
BXBLACKSTONE GROUP INC COM
2,723$447.0M0.12%
130
AEEAMEREN CORP
4,484$436.8M0.12%
131
DNPDNP SELECT INCOME FD
43,449$411.9M0.11%
132
IJHISHARES CORE S&P MID ETF ETF
6,452$410.9M0.11%
133
QCOMQUALCOMM INC
2,383$409.6M0.11%
134
DOVDOVER CORP COMMON
2,027$409.5M0.11%
135
IVWISHARES S&P 500 ETF GROWTH
3,877$407.8M0.11%
136
STWDSTARWOOD PROPERTY TR INC
20,500$402.7M0.11%
137
PPGP P G INDUSTRIES INC
3,413$391.8M0.11%
138
IWMISHARES ETF RUSSELL 2000
1,729$389.6M0.11%
139
DYHTARGET CORP
2,949$385.3M0.11%
140
TKNOALPHA TEKNOVA INC
43,550$382.8M0.11%
141
ULTAULTA BEAUTY INC
1,006$377.5M0.10%
142
CTVACORTEVA INC
5,986$376.5M0.10%
143
NOTVINOTIV INC
99,186$373.7M0.10%
144
PNCPNC FINANCIAL SERVICES GROUP
1,878$372.8M0.10%
145
TRVCCITIGROUP INC NEW
4,525$367.4M0.10%
146
MMM3M CO
2,434$364.2M0.10%
147
ITOTISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
2,739$363.8M0.10%
148
IWFISHARES ETF RUSSELL 1000 GROWTH
873$358.8M0.10%
149
ACNACCENTURE PLC IRELAND SHARES CLASS A
926$357.0M0.10%
150
EXASEXACT SCIENCES CORP
6,607$337.2M0.09%
151
COPCONOCOPHILLIPS
3,273$335.3M0.09%
152
CPCANADIAN PACIFIC KANSAS CITY LTD
4,169$325.8M0.09%
153
FULFULLER H B CO
5,217$317.6M0.09%
154
SYYSYSCO CORPORATION
4,405$311.2M0.09%
155
DC4DEXCOM INC
3,577$309.9M0.09%
156
XSDSPDR S&P SEMICONDCTR ETF
1,295$308.9M0.09%
157
WMBWILLIAMS COMPANIES INC
5,536$305.6M0.08%
158
LDOSLEIDOS HOLDINGS INC
2,200$297.8M0.08%
159
GPCGENUINE PARTS CO COM
2,457$297.6M0.08%
160
IXUSISHARES CORE MSCI ETF TOTAL INTL STK ETF
4,230$293.8M0.08%
161
IVEISHARES S&P500 VALUE ETF
1,478$289.6M0.08%
162
QTECFIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND
1,419$287.2M0.08%
163
HSYHERSHEY COMPANY
1,800$285.4M0.08%
164
BMYBRISTOL MYERS SQUIBB CO
5,042$283.0M0.08%
165
AIRSAIRSCULPT TECHNOLOGIES INC
52,197$279.0M0.08%
166
SKYYFIRST TRUST CLOUD ETF COMPUTING ETF
2,149$277.8M0.08%
167
LQDISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
2,563$275.0M0.08%
168
ZSZSCALER INC
1,304$272.8M0.08%
169
SLGSL GREEN RLTY CORP PAR$
4,250$272.4M0.08%
170
VLOVALERO ENERGY CORP NEW (VALERO REFNG & MKTING)
1,966$268.6M0.07%
171
NSCNORFOLK SOUTHERN CORP
1,051$268.4M0.07%
172
EPDENTERPRISE PRODUCTS PARTNERS
8,046$266.7M0.07%
173
MAMASTERCARD INC CL A
471$265.3M0.07%
174
GLWCORNING INC
4,995$260.7M0.07%
175
VOVANGUARD MID CAP ETF
944$260.4M0.07%
176
MDLZMONDELEZ INTL INC
4,307$258.3M0.07%
177
FISVFISERV INC
1,113$256.2M0.07%
178
AMTAMERICAN TOWER CORP REIT
1,318$254.2M0.07%
179
CITHE CIGNA GROUP
858$251.4M0.07%
180
ORCLORACLE CORPORATION
1,419$251.4M0.07%
181
EDCONSOLIDATED EDISON INC
2,605$251.0M0.07%
182
DGXQUEST DIAGNOSTICS INC
1,482$248.6M0.07%
183
RSPINVESCO TR ETF S&P 500 EQUAL WEIGHT
1,375$247.9M0.07%
184
COINCOINBASE GLOBAL INC CL A
919$244.9M0.07%
185
LHLABCORP HOLDINGS INC COM
998$244.4M0.07%
186
SYKSTRYKER CORP
618$240.9M0.07%
187
MUMICRON TECHNOLOGY INC
2,552$240.4M0.07%
188
PFEPFIZER INCORPORATED
9,377$239.5M0.07%
189
EMNEASTMAN CHEMICAL CO
2,387$239.5M0.07%
190
LHXL3HARRIS TECHNOLOGIES INC
1,146$237.1M0.07%
191
EVRGEVERGY INC
3,598$236.5M0.07%
192
AMATAPPLIED MATERIALS INC
1,286$234.3M0.07%
193
ICEINTERCONTINENTAL EXCH EXCHANGE
1,394$231.1M0.06%
194
KVUEKENVUE INC
11,039$230.2M0.06%
195
NOCNORTHROP GRUMMAN CORP NEW
482$227.9M0.06%
196
AMSCAMERICAN SUPERCONDUCTOR CORP NEW SHS
7,131$225.4M0.06%
197
GEGE AEROSPACE NEW
1,079$224.1M0.06%
198
LINLINDE PLC NEW
480$220.9M0.06%
199
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
4,361$220.7M0.06%
200
DHID R HORTON INC
1,683$219.3M0.06%
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