Fund Holdings — Tradewinds Capital Management, LLC

Total Portfolio Value
$445.11M
Total Bought
$168.52M
Total Sold
$132.58M
Net Transaction
+$35.95M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES U S ETF TR
GSCI CMDTY STGY
7,5561,111,648+1,104,09219529,8486.71%+29,652
SELECT SECTOR SPDR TR
ST STR INDL ETF
569158,505+157,9368424,4465.49%+24,362
SELECT SECTOR SPDR TR
ST STR DISCR ETF
91290,679+89,76719821,7304.88%+21,532
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
01,107,812+1,107,812018,7224.21%+18,722
SPDR INDEX SHS FDS
ST PORT MARK ETF
10,219318,601+308,38243714,9143.35%+14,477
SCHWAB STRATEGIC TR42,373353,728+311,3551,80516,0983.62%+14,293
SCHWAB STRATEGIC TR0394,763+394,763010,6392.39%+10,639
SCHWAB STRATEGIC TR2,636425,261+422,6256610,6872.40%+10,621
ISHARES INC
MSCI ITALY ETF
631,742704,794+73,05230,41236,6148.23%+6,202
WORLD GOLD TR(GLDM)461,077463,681+2,60430,21035,4487.96%+5,239
ISHARES INC689,273677,221-12,05230,34933,5227.53%+3,174
PROSHARES TR
K-1 FREE CRD OIL
049,663+49,66301,9910.45%+1,991
SPDR SERIES TRUST
ST STR CORPO ETF
77,755127,759+50,0042,2723,7860.85%+1,513
MICROSOFT CORP(MSFT)23,83525,483+1,64811,85613,1992.97%+1,343
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
96,202114,532+18,3304,8765,8101.31%+935
APPLE INC(AAPL)16,43616,367-693,3724,1680.94%+795
ISHARES INC739,995768,223+28,22831,30931,9667.18%+657
SCHWAB STRATEGIC TR316,520314,287-2,2337,7368,2781.86%+543
ALPHABET INC(GOOG)6,4116,604+1931,1371,6080.36%+471
JOHNSON & JOHNSON(JNJ)12,51312,679+1661,9112,3510.53%+440
NVIDIA CORPORATION(NVDA)11,03411,398+3641,7432,1270.48%+383
SCHWAB STRATEGIC TR120,375122,543+2,1683,0453,4190.77%+373
SPDR SERIES TRUST
ST STR P400MID
53,64156,334+2,6932,9173,2220.72%+305
JPMORGAN CHASE & CO.(JPM)1,0241,892+8682975970.13%+300
TILRAY BRANDS INC(TLRY)203,461203,061-400843510.08%+267
MICRON TECHNOLOGY INC(MU)5,3215,476+1556569160.21%+260
ALPHABET INC(GOOG)1,8702,370+5003295760.13%+247
BERKSHIRE HATHAWAY INC DEL1,7492,151+4028501,0810.24%+232
SPDR SERIES TRUST
ST NUVE HIGH ETF
79,31086,176+6,8661,9652,1480.48%+183
XCEL ENERGY INC(XEL)13,98713,98709531,1280.25%+176
VALMONT INDS INC(VMI)2,8002,80009141,0860.24%+171
AMAZON COM INC(AMZN)13,09313,708+6152,8723,0100.68%+137
ORACLE CORP(ORCL)1,1161,338+2222443760.08%+132
HOME DEPOT INC(HD)2,7012,766+659901,1210.25%+130
TESLA INC(TSLA)868910+422764050.09%+129
PACCAR INC(PCAR)01,229+1,22901210.03%+121
ABBVIE INC(ABBV)3,9253,660-2657298470.19%+119
TE CONNECTIVITY PLC(TEL)2,2362,23603774910.11%+114
ISHARES INC14,40614,40608729830.22%+110
INVESCO QQQ TR2,1302,135+51,1751,2820.29%+107
SPDR SERIES TRUST
ST STR P500VAL
33,98034,044+641,7791,8840.42%+105
EXXON MOBIL CORP13,52813,755+2271,4581,5510.35%+93
NORFOLK SOUTHN CORP(NSC)2,0042,00405136020.14%+89
CORNING INC(GLW)3,0003,00001582460.06%+88
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,2853,262-238329190.21%+88
META PLATFORMS INC(META)225340+1151662500.06%+84
MORGAN STANLEY(MS)0515+5150820.02%+82
BANK NEW YORK MELLON CORP4,4394,43904044840.11%+79
TRAVELERS COMPANIES INC(TRV)2,0302,215+1855436180.14%+75
BANK AMERICA CORP9,77610,266+4904635300.12%+67
FIDELITY COMWLTH TR11,28110,826-4559049650.22%+61
TAIWAN SEMICONDUCTOR MFG LTD(TSM)303459+156691280.03%+60
PROCTER AND GAMBLE CO(PG)4,4444,961+5177087620.17%+54
BERKSHIRE HATHAWAY INC DEL2201,4581,5080.34%+51
ALLSTATE CORP(ALL)45267+2229570.01%+48
RTX CORPORATION(RTX)2,2222,223+13253720.08%+47
ENBRIDGE INC(ENB)8,1348,214+803694140.09%+46
PLANET LABS PBC(PL)6,4006,400039830.02%+44
INVESCO EXCH TRADED FD TR II354692+33840840.02%+44
GARMIN LTD(GRMN)0178+1780440.01%+44
SCHWAB CHARLES CORP(SCHW)188621+43317590.01%+42
STARBUCKS CORP(SBUX)9,63210,929+1,2978839250.21%+42
AT&T INC(T)1,8203,328+1,50853940.02%+41
DELL TECHNOLOGIES INC(DELL)2,1302,13002613020.07%+41
ISHARES TR3,8473,84705195600.13%+41
INVESCO EXCH TRADED FD TR II
SR LN ETF
115,373117,179+1,8062,4142,4530.55%+39
CATERPILLAR INC(CAT)369377+81431800.04%+37
UNITEDHEALTH GROUP INC(UNH)245327+82761130.03%+36
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,2736,351+785325670.13%+35
COASTAL FINL CORP WA(CCB)3,1003,10003003350.08%+35
RESIDEO TECHNOLOGIES INC(REZI)1,5831,583035680.02%+33
PUBLIC STORAGE OPER CO(PSA)0114+1140330.01%+33
LULULEMON ATHLETICA INC(LULU)1185+1840330.01%+33
COMFORT SYS USA INC(FIX)113113061930.02%+33
WALMART INC(WMT)4,6774,752+754574900.11%+32
VANGUARD INDEX FDS901935+342572880.06%+31
NEW JERSEY RES CORP(NJR)0623+6230300.01%+30
JOHNSON CTLS INTL PLC
SHS
414668+25444730.02%+30
VANECK ETF TRUST
GOLD MINERS ETF
200525+32510400.01%+30
INTEL CORP(INTC)3,0982,953-14569990.02%+30
ISHARES INC12,95912,95903744020.09%+28
CHEVRON CORP NEW(CVX)2,2902,291+13283560.08%+28
WELLS FARGO CO NEW(WFC)7,3497,34905896160.14%+27
ARISTA NETWORKS INC(ANET)604604062880.02%+26
PALANTIR TECHNOLOGIES INC(PLTR)235319+8432580.01%+26
BULLISH(BLSH)0392+3920250.01%+25
DEERE & CO(DE)209285+761061300.03%+24
VANGUARD INDEX FDS1,7351,734-14855090.11%+24
WEYERHAEUSER CO MTN BE(WY)2391,198+9596300.01%+24
L3HARRIS TECHNOLOGIES INC(LHX)399404+51001230.03%+23
CRISPR THERAPEUTICS AG(CRSP)1,3931,393068900.02%+23
LAM RESEARCH CORP(LRCX)500530+3049710.02%+22
SPDR GOLD TR(GLD)43043001311530.03%+22
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0352+3520210.00%+21
ETFS GOLD TR(SGOL)3,8203,82001201410.03%+20
PEPSICO INC(PEP)2,0572,073+162722910.07%+20
WAFD INC(WAFD)19,00019,00005565760.13%+19
GE AEROSPACE(GE)370378+8951140.03%+19
AMERICAN ELEC PWR CO INC15176+1612200.00%+18
XYLEM INC(XYL)1,0001,00001291480.03%+18
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Tradewinds Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail