Leeward Financial Partners, LLC Top Holdings and 13F Report (2024) About Leeward Financial Partners, LLCInvestment ActivityLeeward Financial Partners, LLC has $265.05 million in total holdings as of September 30, 2024.Leeward Financial Partners, LLC owns shares of 85 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 4.72% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Leeward Financial Partners, LLC has purchased 84 new stocks and bought additional shares in 55 stocks.Leeward Financial Partners, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $17,385,803Vanguard Growth ETF $16,548,713Vanguard Information Technology ETF $15,712,751Vanguard Value ETF $13,560,939Vanguard Large-Cap ETF $11,841,494 Largest New Holdings this Quarter Vanguard S&P 500 ETF $487,421 HoldingUnited Rentals $232,393 HoldingMcDonald's $228,417 HoldingNatera $215,434 HoldingConstellation Brands $203,205 Holding Largest Purchases this Quarter Broadcom 15,500 shares (about $2.67M)Microsoft 4,202 shares (about $1.81M)Apple 2,786 shares (about $649.14K)Vanguard S&P 500 ETF 924 shares (about $487.42K)Costco Wholesale 514 shares (about $455.54K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 5,392 shares (about $269.28K)Amazon.com 223 shares (about $41.55K)Home Depot 55 shares (about $22.29K)Vanguard Total Stock Market ETF 51 shares (about $14.44K)Vanguard Real Estate ETF 143 shares (about $13.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeeward Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,385,803$1,808,117 ▲11.6%40,4046.6%Computer and TechnologyVUGVanguard Growth ETF$16,548,713$307,531 ▲1.9%43,1036.2%ETFVGTVanguard Information Technology ETF$15,712,751$268,038 ▲1.7%26,7905.9%ETFVTVVanguard Value ETF$13,560,939$127,436 ▲0.9%77,6825.1%ETFVVVanguard Large-Cap ETF$11,841,494$144,283 ▲1.2%44,9754.5%ETFAAPLApple$10,517,384$649,138 ▲6.6%45,1394.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$9,751,374$216,382 ▲2.3%93,6013.7%ETFAMZNAmazon.com$9,334,574$41,552 ▼-0.4%50,0973.5%Retail/WholesaleVBVanguard Small-Cap ETF$7,597,643$157,746 ▲2.1%32,0292.9%ETFVBRVanguard Small-Cap Value ETF$6,918,276$117,456 ▲1.7%34,4572.6%ETFETNEaton$6,882,683$257,529 ▲3.9%20,7662.6%Industrial ProductsSCHFSchwab International Equity ETF$6,152,854$97,660 ▲1.6%149,6322.3%ETFVEAVanguard FTSE Developed Markets ETF$6,135,460$157,004 ▲2.6%116,1802.3%ETFNVDANVIDIA$5,755,361$213,733 ▲3.9%47,3932.2%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$5,565,249$132,614 ▲2.4%20,8152.1%ETFGOOGLAlphabet$5,352,652$223,898 ▲4.4%32,2742.0%Computer and TechnologyBLVVanguard Long-Term Bond ETF$4,867,675$74,418 ▲1.6%64,7561.8%ETFADBEAdobe$4,518,148$122,196 ▲2.8%8,7261.7%Computer and TechnologyECLEcolab$4,472,871$181,795 ▲4.2%17,5181.7%Basic MaterialsSCHVSchwab U.S. Large-Cap Value ETF$4,457,235$75,387 ▲1.7%55,4591.7%ETFBIVVanguard Intermediate-Term Bond ETF$4,436,107$357,443 ▲8.8%56,6051.7%ETFGSThe Goldman Sachs Group$4,202,494$118,331 ▲2.9%8,4881.6%FinanceVVisa$4,016,565$145,727 ▲3.8%14,6081.5%Business ServicesLLYEli Lilly and Company$3,744,868$137,321 ▲3.8%4,2271.4%MedicalIVViShares Core S&P 500 ETF$3,732,602$219,192 ▲6.2%6,4711.4%ETFNFLXNetflix$3,508,759$114,902 ▲3.4%4,9471.3%Consumer DiscretionaryMUBiShares National Muni Bond ETF$3,215,648$58,117 ▲1.8%29,6021.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,151,977$84,836 ▲2.8%66,7651.2%ETFVIGVanguard Dividend Appreciation ETF$3,079,4370.0%15,5481.2%ETFSPYSPDR S&P 500 ETF Trust$2,991,5850.0%5,2141.1%FinanceVRTVertiv$2,991,366$34,225 ▲1.2%30,0671.1%Computer and TechnologyAVGOBroadcom$2,938,538$2,673,750 ▲1,009.8%17,0351.1%Computer and TechnologyNOWServiceNow$2,875,464$103,749 ▲3.7%3,2151.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,689,994$6,384 ▲0.2%35,8141.0%ETFPNCThe PNC Financial Services Group$2,595,109$75,049 ▲3.0%14,0391.0%FinanceIYWiShares U.S. Technology ETF$2,320,0890.0%15,3020.9%ManufacturingAJGArthur J. Gallagher & Co.$2,313,065$85,252 ▲3.8%8,2210.9%FinanceBSVVanguard Short-Term Bond ETF$2,089,940$36,198 ▲1.8%26,5590.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,823,851$72,740 ▲4.2%48,4420.7%ETFPCARPACCAR$1,754,549$125,029 ▲7.7%17,7800.7%Auto/Tires/TrucksTOTLSPDR Doubleline Total Return Tactical ETF$1,736,937$52,951 ▲3.1%41,9550.7%ETFWDAYWorkday$1,657,100$72,345 ▲4.6%6,7800.6%Computer and TechnologyFLMIFranklin Dynamic Municipal Bond ETF$1,523,997$42,192 ▲2.8%60,9360.6%ETFULTAUlta Beauty$1,469,317$73,155 ▲5.2%3,7760.6%Retail/WholesaleUNHUnitedHealth Group$1,453,684$34,500 ▲2.4%2,4860.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$1,435,559$37,771 ▲2.7%17,1410.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,416,462$43,809 ▲3.2%27,7090.5%ETFPZAInvesco National AMT-Free Municipal Bond ETF$1,404,967$43,615 ▲3.2%58,1770.5%ETFCOSTCostco Wholesale$1,381,677$455,537 ▲49.2%1,5590.5%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$1,252,346$269,277 ▼-17.7%25,0770.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,122,972$3,643 ▲0.3%16,0290.4%ETFSCHPSchwab U.S. TIPS ETF$1,109,6050.0%20,6900.4%ETFMARMarriott International$1,026,7180.0%4,1300.4%Consumer DiscretionaryBABoeing$1,009,428$4,713 ▼-0.5%6,6390.4%AerospaceAXONAxon Enterprise$989,8090.0%2,4770.4%Industrial ProductsSBUXStarbucks$944,080$56,056 ▲6.3%9,6840.4%Retail/WholesaleVRTXVertex Pharmaceuticals$935,741$2,325 ▲0.2%2,0120.4%MedicalBRK.BBerkshire Hathaway$561,0570.0%1,2190.2%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$547,048$14,614 ▲2.7%6,8130.2%ETFVOOVanguard S&P 500 ETF$487,421$487,421 ▲New Holding9240.2%ETFQQQInvesco QQQ$483,677$40,510 ▲9.1%9910.2%FinanceCMGChipotle Mexican Grill$441,888$122,097 ▲38.2%7,6690.2%Retail/WholesaleHDHome Depot$436,459$22,289 ▼-4.9%1,0770.2%Retail/WholesaleVNQVanguard Real Estate ETF$404,344$13,929 ▼-3.3%4,1510.2%ETFRRXRegal Rexnord$391,8090.0%2,3620.1%Industrial ProductsPLTRPalantir Technologies$388,0330.0%10,4310.1%Business ServicesADPAutomatic Data Processing$357,812$10,792 ▼-2.9%1,2930.1%Business ServicesLOWLowe's Companies$344,7260.0%1,2730.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$336,960$14,441 ▼-4.1%1,1900.1%ETFANETArista Networks$335,459$8,444 ▼-2.5%8740.1%Computer and TechnologySMHVanEck Semiconductor ETF$329,148$2,945 ▲0.9%1,3410.1%ManufacturingMETAMeta Platforms$315,414$4,007 ▲1.3%5510.1%Computer and TechnologyITWIllinois Tool Works$303,519$13,367 ▼-4.2%1,1580.1%Industrial ProductsDECKDeckers Outdoor$299,447$254,163 ▲561.3%1,8780.1%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$283,7000.0%6,8050.1%ETFADPTAdaptive Biotechnologies$264,4480.0%51,6500.1%MedicalDCIDonaldson$256,6230.0%3,4820.1%Industrial ProductsSHOPShopify$242,664$3,125 ▼-1.3%3,0280.1%Computer and TechnologyIRIngersoll Rand$239,5100.0%2,4400.1%Industrial ProductsURIUnited Rentals$232,393$232,393 ▲New Holding2870.1%ConstructionIBKRInteractive Brokers Group$231,338$3,484 ▲1.5%1,6600.1%FinanceMCDMcDonald's$228,417$228,417 ▲New Holding7500.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$218,5050.0%4,2430.1%ETFNTRANatera$215,434$215,434 ▲New Holding1,6970.1%MedicalSTZConstellation Brands$203,205$203,205 ▲New Holding7890.1%Consumer StaplesMNSTMonster Beverage$0$441,958 ▼-100.0%00.0%Consumer StaplesCRWDCrowdStrike$0$231,064 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$229,098 ▼-100.0%00.0%MedicalJPMJPMorgan Chase & Co.$0$209,744 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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