Fund HoldingsTradewinds Capital Management, LLC

Total Portfolio Value
$291.99M
Total Bought
$235.21M
Total Sold
$261.84M
Net Transaction
-$26.63M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR
CONV BD ETF
1,322618,903+617,58110145,92915.73%+45,828
SPDR SER TR
ST STR P500GRW
0476,010+476,010028,2189.66%+28,218
SCHWAB STRATEGIC TR0789,517+789,517026,8129.18%+26,812
SELECT SECTOR SPDR TR
ST STR INDL ETF
0262,924+262,924026,6559.13%+26,655
ISHARES INC33,5721,019,027+985,45595926,6999.14%+25,739
ISHARES INC
MSCI ITALY ETF
0829,876+829,876025,2458.65%+25,245
SELECT SECTOR SPDR TR
ST STR MATER ETF
0187,153+187,153014,7015.03%+14,701
SPDR SER TR
ST NUVE HIGH ETF
0541,457+541,457012,8984.42%+12,898
SELECT SECTOR SPDR TR
ST STR DISCR ETF
056,089+56,08909,0293.09%+9,029
ISHARES INC29,814316,881+287,0679679,7193.33%+8,752
SELECT SECTOR SPDR TR
ST STR ENERG ETF
128,467195,251+66,78410,42817,6496.04%+7,221
INVESCO EXCH TRADED FD TR II
SR LN ETF
072,670+72,67001,5250.52%+1,525
SPDR SER TR
ST STR RATE ETF
56,41077,712+21,3021,7312,3870.82%+656
ALPHABET INC(GOOG)2,6263,381+7553184460.15%+128
DECKERS OUTDOOR CORP(DECK)0187+1870960.03%+96
SPDR SER TR
ST STR CONV ETF
01,388+1,3880940.03%+94
FRANKLIN TEMPLETON ETF TR03,408+3,4080870.03%+87
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
04,712+4,7120870.03%+87
FRANKLIN TEMPLETON ETF TR
FTSE GERMANY
04,187+4,1870850.03%+85
SUPER MICRO COMPUTER INC(SMCI)2,8252,82507047750.27%+71
NOVO-NORDISK A S(NVO)2,4304,860+2,4303934420.15%+49
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
106,271107,024+7535,3285,3701.84%+42
COSTCO WHSL CORP NEW(COST)1,4161,417+17638010.27%+38
BP PLC(BP)13,95913,691-2684935300.18%+37
ALASKA AIR GROUP INC1,6003,239+1,639851200.04%+35
LABORATORY CORP AMER HLDGS0170+1700340.01%+34
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0233+2330330.01%+33
CRISPR THERAPEUTICS AG(CRSP)0710+7100320.01%+32
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
0550+5500210.01%+21
COASTAL FINL CORP WA4,0054,00501511720.06%+21
ELI LILLY & CO(LLY)30030001411610.06%+20
TILRAY BRANDS INC024,090+24,0900580.02%+58
V F CORP(VFC)01,000+1,0000180.01%+18
EATON CORP PLC(ETN)0111+1110240.01%+24
ENPHASE ENERGY INC(ENPH)0125+1250150.01%+15
ISHARES TR
ULTRA SHORT DUR
20,56120,821+2601,0341,0490.36%+15
ALPHABET INC(GOOG)1,1101,11001331450.05%+12
META PLATFORMS INC(META)0170+1700510.02%+51
CATERPILLAR INC(CAT)418420+21031150.04%+12
MARATHON PETE CORP(MPC)0287+2870430.01%+43
COTERRA ENERGY INC0325+325090.00%+9
ONEOK INC NEW(OKE)2,0372,119+821261340.05%+9
TRUIST FINL CORP(TFC)0300+300090.00%+9
PHILLIPS 66(PSX)0316+3160380.01%+38
EXXON MOBIL CORP705709+476830.03%+8
CHEVRON CORP NEW(CVX)656657+11031110.04%+7
AMGEN INC(AMGN)0151+1510410.01%+41
ISHARES TR
MSCI USA MIN ETF
097+97070.00%+7
AUTOMATIC DATA PROCESSING IN0310+3100740.03%+74
HERCULES CAPITAL INC(HCXY)03,201+3,2010530.02%+53
VANGUARD INDEX FDS0178+1780480.02%+48
CISCO SYS INC(CSCO)2,9192,91901511570.05%+6
VALERO ENERGY CORP(VLO)0234+2340330.01%+33
UNITEDHEALTH GROUP INC(UNH)23823801141200.04%+6
MICRON TECHNOLOGY INC(MU)01,125+1,1250770.03%+77
UBER TECHNOLOGIES INC(UBER)1,9101,910082880.03%+5
ISHARES TR021+21050.00%+5
INTEL CORP(INTC)2,2982,298077820.03%+5
FORTREA HLDGS INC(FTRE)0170+170050.00%+5
ISHARES TR038+38040.00%+4
ISHARES TR09+9040.00%+4
CASSAVA SCIENCES INC0225+225040.00%+4
SPROUTS FMRS MKT INC(SFM)0600+6000260.01%+26
ISHARES TR07+7030.00%+3
VANGUARD WORLD FDS
ENERGY ETF
0191+1910240.01%+24
BUNGE LIMITED0200+2000220.01%+22
VANGUARD WHITEHALL FDS025+25030.00%+3
TAIWAN SEMICONDUCTOR MFG LTD(TSM)035+35030.00%+3
DIGITAL WORLD ACQUISITION CO(DJT)0649+6490110.00%+11
MASTERCARD INCORPORATED(MA)06+6020.00%+2
AKAMAI TECHNOLOGIES INC(AKAM)0135+1350140.00%+14
MP MATERIALS CORP(MP)0100+100020.00%+2
CHUBB LIMITED
COM
0120+1200250.01%+25
AFFIRM HLDGS INC(AFRM)0315+315070.00%+7
FIDELITY COVINGTON TRUST0616+6160150.01%+15
EMERSON ELEC CO(EMR)0281+2810270.01%+27
CDW CORP(CDW)095+950190.01%+19
INDIE SEMICONDUCTOR INC0250+250020.00%+2
PAYCHEX INC(PAYX)0450+4500520.02%+52
WALMART INC(WMT)559559088890.03%+2
SANDSTORM GOLD LTD0325+325020.00%+2
RIVIAN AUTOMOTIVE INC(RIVN)0162+162040.00%+4
ARM HOLDINGS PLC026+26010.00%+1
AIRBNB INC0150+1500210.01%+21
SUNCOR ENERGY INC NEW(SU)0268+268090.00%+9
ISHARES TR
MSCI INDIA ETF
2,3132,31301011020.04%+1
CROWDSTRIKE HLDGS INC(CRWD)055+55090.00%+9
ISHARES TR011+11010.00%+1
MAG SILVER CORP0100+100010.00%+1
GEO GROUP INC NEW(GEO)01,000+1,000080.00%+8
ATLASSIAN CORPORATION030+30060.00%+6
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
022+22010.00%+1
PLAINS ALL AMERN PIPELINE L(PAA)0655+6550100.00%+10
PHILIP MORRIS INTL INC(PM)010+10010.00%+1
FIVERR INTL LTD085+85020.00%+2
HALLIBURTON CO(HAL)0119+119050.00%+5
ETF MANAGERS TR016+16010.00%+1
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
019+19010.00%+1
PROGRESSIVE CORP(PGR)0115+1150160.01%+16
EVERCORE INC(EVR)055+55080.00%+8
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