Fund HoldingsTradewinds Capital Management, LLC

Total Portfolio Value
$361.81M
Total Bought
$271.98M
Total Sold
$162.59M
Net Transaction
+$109.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
01,585,168+1,585,168044,29012.24%+44,290
SPDR SER TR
ST STR SP400GRW
0346,188+346,188030,2198.35%+30,219
SELECT SECTOR SPDR TR
ST STR FINL ETF
0706,060+706,060029,7398.22%+29,739
SPDR SER TR
ST STR SP600GRWO
0332,618+332,618029,0148.02%+29,014
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,466137,524+134,05866728,6427.92%+27,975
ISHARES TR
CONV BD ETF
0231,848+231,848018,5085.12%+18,508
SCHWAB STRATEGIC TR0212,905+212,905017,3374.79%+17,337
SPDR SER TR
ST STR SP400VAL
2,143220,951+218,80815716,7924.64%+16,635
PIMCO ETF TR
INV GRD CRP BD
0124,444+124,444011,9533.30%+11,953
SCHWAB STRATEGIC TR0240,750+240,750011,8093.26%+11,809
SELECT SECTOR SPDR TR
ST STR DISCR ETF
055,518+55,518010,2092.82%+10,209
SPDR SER TR
ST STR SP600SM C
1,160121,202+120,0429710,0562.78%+9,959
MICROSOFT CORP(MSFT)16,25219,638+3,3866,1118,2622.28%+2,151
HOME DEPOT INC(HD)7162,764+2,0482481,0600.29%+812
SUPER MICRO COMPUTER INC(SMCI)3,1911,596-1,5959071,6120.45%+705
MARATHON PETE CORP(MPC)02,927+2,92705900.16%+590
NVIDIA CORPORATION(NVDA)669937+2683318470.23%+516
GRAINGER W W INC(GWW)0530+53005390.15%+539
NORFOLK SOUTHN CORP(NSC)02,000+2,00005100.14%+510
ONEOK INC NEW(OKE)2,2628,330+6,0681596680.18%+509
TRAVELERS COMPANIES INC(TRV)02,027+2,02704660.13%+466
AMAZON COM INC(AMZN)7,6658,399+7341,1651,5150.42%+350
TIMKEN CO(TKR)04,000+4,00003500.10%+350
VANGUARD INDEX FDS1,2201,833+6135338810.24%+348
TE CONNECTIVITY LTD(TEL)02,075+2,07503010.08%+301
FIDELITY COMWLTH TR3,7567,808+4,0522235030.14%+280
BANK AMERICA CORP2,5839,602+7,019873640.10%+277
ABBOTT LABS02,625+2,62502980.08%+298
WELLS FARGO CO NEW(WFC)8254,225+3,400412450.07%+204
BALL CORP03,000+3,00002020.06%+202
SCHWAB STRATEGIC TR39,09941,518+2,4191,8472,0440.57%+197
WALMART INC(WMT)04,697+4,69702830.08%+283
EXXON MOBIL CORP02,231+2,23102590.07%+259
TARGET CORP(TGT)01,110+1,11001970.05%+197
GLOBAL X FDS
GLBL X MLP ETF
03,751+3,75101810.05%+181
ADAMS DIVERSIFIED EQUITY FD08,871+8,87101730.05%+173
RANGE RES CORP(RRC)04,000+4,00001380.04%+138
SPDR SER TR
ST STR P500VAL
38,35938,428+691,7891,9250.53%+137
NOVO-NORDISK A S(NVO)4,9555,055+1005136490.18%+136
XYLEM INC(XYL)01,000+1,00001290.04%+129
ORACLE CORP(ORCL)01,096+1,09601380.04%+138
SCHWAB STRATEGIC TR05,167+5,16701850.05%+185
ISHARES INC04,370+4,37001250.03%+125
COSTCO WHSL CORP NEW(COST)1,4481,472+249561,0790.30%+123
ALPHABET INC(GOOG)3,9314,395+4645546690.18%+115
ARCOSA INC01,333+1,33301140.03%+114
TECK RESOURCES LTD(TECK)02,500+2,50001140.03%+114
KROGER CO(KR)02,000+2,00001140.03%+114
TRINITY INDS INC(TRN)04,000+4,00001110.03%+111
SCHWAB STRATEGIC TR07,088+7,08802770.08%+277
BERKSHIRE HATHAWAY INC DEL1,6431,650+75866940.19%+108
FIDELITY NATIONAL FINANCIAL(FNF)02,000+2,00001060.03%+106
BUNGE GLOBAL SA(BG)2001,200+1,000201230.03%+103
TITAN INTL INC ILL08,000+8,00001000.03%+100
CORNING INC(GLW)03,000+3,0000990.03%+99
ONE GAS INC(OGS)01,534+1,5340990.03%+99
EVERGY INC(EVRG)01,800+1,8000960.03%+96
GLOBAL X FDS05,016+5,0160930.03%+93
DISNEY WALT CO(DIS)2,7742,77402503390.09%+89
HALLIBURTON CO(HAL)02,120+2,1200840.02%+84
WILLIAMS COS INC(WMB)02,225+2,2250870.02%+87
GREENBRIER COS INC(GBX)01,500+1,5000780.02%+78
ISHARES TR
CORE MSCI EURO
26,24926,235-141,4441,5180.42%+73
ITT INC(ITT)0500+5000680.02%+68
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
107,825108,650+8255,4165,4811.51%+65
SCHWAB STRATEGIC TR03,134+3,1340790.02%+79
DECKERS OUTDOOR CORP(DECK)18718701251760.05%+51
WABASH NATL CORP01,600+1,6000480.01%+48
METALLUS INC(MTUS)02,000+2,0000450.01%+45
ISHARES TR4,0624,061-14274680.13%+41
TRUMP MEDIA & TECHNOLOGY GRO(DJT)0651+6510400.01%+40
ISHARES INC26,00725,995-121,7651,8020.50%+37
MICRON TECHNOLOGY INC(MU)1,1251,1250961330.04%+37
HANESBRANDS INC06,000+6,0000350.01%+35
ALPHABET INC(GOOG)1,1101,242+1321551870.05%+32
JPMORGAN CHASE & CO(JPM)1,0721,069-31822140.06%+32
ELI LILLY & CO(LLY)300265-351752060.06%+31
CATERPILLAR INC(CAT)422424+21251550.04%+31
DEVON ENERGY CORP NEW(DVN)0601+6010300.01%+30
UBER TECHNOLOGIES INC(UBER)1,9101,91001181470.04%+29
INVESCO EXCH TRADED FD TR II
SR LN ETF
74,27575,772+1,4971,5731,6030.44%+29
QUALCOMM INC(QCOM)693743+501001260.03%+26
WASTE MGMT INC DEL(WM)70170101261490.04%+24
ESSENTIAL UTILS INC(WTRG)0699+6990260.01%+26
OREILLY AUTOMOTIVE INC(ORLY)020+200230.01%+23
ACCENTURE PLC IRELAND
SHS CLASS A
065+650230.01%+23
PROCTER AND GAMBLE CO(PG)01,409+1,40902290.06%+229
LOWES COS INC(LOW)0198+1980500.01%+50
APPLIED MATLS INC400420+2065870.02%+22
GENERAL ELECTRIC CO(GE)0360+3600630.02%+63
VANGUARD INDEX FDS1,1241,128+42612820.08%+20
JOHNSON & JOHNSON(JNJ)03,128+3,12804950.14%+495
LULULEMON ATHLETICA INC(LULU)051+510200.01%+20
ASML HOLDING N V
N Y REGISTRY SHS
020+200190.01%+19
META PLATFORMS INC(META)180171-964830.02%+19
NUCOR CORP(NUE)80080001391580.04%+19
EATON CORP PLC(ETN)0155+1550480.01%+48
ADOBE INC(ADBE)055+550280.01%+28
ALASKA AIR GROUP INC4,7394,73901852040.06%+19
JOHNSON CTLS INTL PLC
SHS
0280+2800180.01%+18
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