Leeward Financial Partners

Leeward Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 6.8 $19M 46k 410.44
Vanguard World Inf Tech Etf (VGT) 6.3 $18M 29k 621.80
Microsoft Corporation (MSFT) 6.3 $18M 42k 421.50
Vanguard Index Fds Value Etf (VTV) 4.8 $13M 79k 169.30
Vanguard Index Fds Large Cap Etf (VV) 4.4 $12M 46k 269.70
Apple (AAPL) 4.1 $11M 46k 250.42
Amazon (AMZN) 3.8 $11M 49k 219.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $11M 380k 27.87
Vanguard Index Fds Small Cp Etf (VB) 3.2 $8.9M 37k 240.28
Alphabet Cap Stk Cl A (GOOGL) 2.7 $7.5M 40k 189.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $7.1M 36k 198.18
NVIDIA Corporation (NVDA) 2.2 $6.2M 46k 134.29
Eaton Corp SHS (ETN) 2.2 $6.1M 18k 331.87
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $6.0M 22k 280.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $5.7M 309k 18.50
Goldman Sachs (GS) 1.9 $5.3M 9.3k 572.62
Eli Lilly & Co. (LLY) 1.8 $5.0M 6.4k 772.00
Vanguard Bd Index Fds Long Term Bond (BLV) 1.7 $4.9M 72k 68.43
Visa Com Cl A (V) 1.7 $4.8M 15k 316.03
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $4.6M 62k 74.73
Netflix (NFLX) 1.6 $4.6M 5.1k 891.32
Costco Wholesale Corporation (COST) 1.6 $4.5M 5.0k 916.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.6 $4.4M 170k 26.07
Ecolab (ECL) 1.5 $4.3M 18k 234.32
Ishares Tr Core S&p500 Etf (IVV) 1.4 $4.0M 6.7k 588.68
Vertiv Holdings Com Cl A (VRT) 1.3 $3.6M 32k 113.61
Oracle Corporation (ORCL) 1.2 $3.5M 21k 166.64
Servicenow (NOW) 1.2 $3.4M 3.2k 1060.12
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $3.3M 73k 45.34
Ishares Tr National Mun Etf (MUB) 1.2 $3.3M 31k 106.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.2M 5.4k 586.08
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.0M 16k 195.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $3.0M 42k 71.91
Broadcom (AVGO) 0.9 $2.5M 11k 231.84
PNC Financial Services (PNC) 0.9 $2.5M 13k 192.85
Ishares Tr U.s. Tech Etf (IYW) 0.9 $2.4M 15k 159.52
Arthur J. Gallagher & Co. (AJG) 0.8 $2.3M 8.3k 283.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.2M 29k 77.27
Ishares Tr Broad Usd High (USHY) 0.7 $1.9M 51k 36.79
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $1.9M 38k 49.62
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.7 $1.8M 47k 39.39
Paccar (PCAR) 0.6 $1.7M 16k 104.02
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $1.6M 65k 24.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.6M 20k 80.27
Axon Enterprise (AXON) 0.5 $1.5M 2.5k 594.32
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $1.5M 62k 23.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.5M 29k 50.13
Boeing Company (BA) 0.4 $1.2M 6.9k 177.01
Workday Cl A (WDAY) 0.4 $1.2M 4.6k 258.03
Marriott Intl Cl A (MAR) 0.4 $1.2M 4.1k 278.94
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $1.1M 16k 71.43
UnitedHealth (UNH) 0.4 $1.1M 2.1k 505.93
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.1M 41k 25.83
Starbucks Corporation (SBUX) 0.3 $920k 10k 91.25
Palantir Technologies Cl A (PLTR) 0.3 $789k 10k 75.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $674k 14k 47.82
Adobe Systems Incorporated (ADBE) 0.2 $601k 1.4k 444.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $596k 7.6k 78.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $553k 1.2k 453.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $498k 924.00 538.65
Chipotle Mexican Grill (CMG) 0.2 $458k 7.6k 60.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $448k 877.00 511.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $409k 1.0k 402.70
Arista Networks Com Shs (ANET) 0.1 $394k 3.6k 110.53
Deckers Outdoor Corporation (DECK) 0.1 $381k 1.9k 203.09
Automatic Data Processing (ADP) 0.1 $373k 1.3k 292.73
Regal-beloit Corporation (RRX) 0.1 $366k 2.4k 155.13
Meta Platforms Cl A (META) 0.1 $358k 611.00 585.51
Lowe's Companies (LOW) 0.1 $351k 1.4k 246.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $345k 1.2k 289.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $325k 1.3k 242.17
Adaptive Biotechnologies Cor (ADPT) 0.1 $310k 52k 6.00
Shopify Cl A (SHOP) 0.1 $308k 2.9k 106.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $279k 6.8k 40.92
Home Depot (HD) 0.1 $274k 703.00 389.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $255k 2.9k 89.07
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $242k 1.4k 176.67
Celestica (CLS) 0.1 $238k 2.6k 92.30
Donaldson Company (DCI) 0.1 $235k 3.5k 67.35
Comfort Systems USA (FIX) 0.1 $229k 539.00 424.06
Blue Owl Capital Com Cl A (OWL) 0.1 $223k 9.6k 23.26
salesforce (CRM) 0.1 $223k 666.00 334.33
JPMorgan Chase & Co. (JPM) 0.1 $222k 927.00 239.71
Amgen (AMGN) 0.1 $222k 852.00 260.65
Granite Construction (GVA) 0.1 $219k 2.5k 87.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $219k 8.5k 25.86
McDonald's Corporation (MCD) 0.1 $218k 750.00 289.93
Natera (NTRA) 0.1 $211k 1.3k 158.30
Illinois Tool Works (ITW) 0.1 $211k 830.00 253.61
Tesla Motors (TSLA) 0.1 $209k 518.00 403.84
Constellation Brands Cl A (STZ) 0.1 $206k 931.00 220.90
United Rentals (URI) 0.1 $202k 287.00 704.44