Fund HoldingsLeeward Financial Partners, LLC

Total Portfolio Value
$236.41M
Total Bought
$32.02M
Total Sold
$10.39M
Net Transaction
+$21.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)30,74935,610+4,86111,56314,9826.34%+3,419
AMAZON COM INC(AMZN)47,86450,705+2,8417,2729,1463.87%+1,874
NVIDIA CORPORATION(NVDA)4,7154,540-1752,3354,1021.74%+1,767
VANGUARD INDEX FDS73,87578,209+4,33411,04412,7375.39%+1,693
EATON CORP PLC(ETN)17,38418,395+1,0114,1865,7522.43%+1,565
VANGUARD WORLD FD
INF TECH ETF
22,27823,487+1,20910,78312,3155.21%+1,532
GOLDMAN SACHS GROUP INC(GS)03,667+3,66701,5320.65%+1,532
VANGUARD INDEX FDS40,88943,396+2,5078,92010,4054.40%+1,485
SCHWAB STRATEGIC TR81,57987,463+5,8846,7688,1103.43%+1,342
PNC FINL SVCS GROUP INC(PNC)15,50722,678+7,1712,4013,6651.55%+1,264
UNITEDHEALTH GROUP INC(UNH)6,4509,328+2,8783,3964,6151.95%+1,219
VANGUARD INDEX FDS36,87736,844-3311,46412,6825.36%+1,217
SCHWAB STRATEGIC TR53,37163,463+10,0923,7414,8222.04%+1,081
VANGUARD INDEX FDS26,88830,796+3,9084,8395,9092.50%+1,070
VANGUARD INDEX FDS15,80818,458+2,6503,8224,8122.04%+990
VANGUARD INDEX FDS27,66930,074+2,4055,9036,8752.91%+972
ECOLAB INC(ECL)13,75715,701+1,9442,7293,6251.53%+897
BOEING CO(BA)1,8896,456+4,5674921,2460.53%+754
HOME DEPOT INC(HD)9,72010,431+7113,3694,0011.69%+633
SCHWAB STRATEGIC TR135,493143,083+7,5905,0085,5832.36%+575
AXON ENTERPRISE INC(AXON)8712,477+1,6062257750.33%+550
VANGUARD TAX-MANAGED FDS102,979109,213+6,2344,9335,4792.32%+547
VISA INC(V)13,04313,782+7393,3963,8461.63%+451
ISHARES TR5,3995,540+1412,5792,9131.23%+334
VANGUARD BD INDEX FDS42,61047,369+4,7593,2553,5721.51%+317
GALLAGHER ARTHUR J & CO(AJG)7,0317,550+5191,5811,8880.80%+307
ELI LILLY & CO(LLY)0391+39103040.13%+304
META PLATFORMS INC(META)0588+58802860.12%+286
ISHARES TR25,30528,111+2,8062,7433,0251.28%+281
ALPHABET INC(GOOG)31,16730,576-5914,3544,6151.95%+261
ARISTA NETWORKS INC0874+87402530.11%+253
SPDR S&P 500 ETF TR(SPY)5,2145,21402,4782,7271.15%+249
INGERSOLL RAND INC(IR)21,72420,288-1,4361,6801,9260.81%+246
JPMORGAN CHASE & CO(JPM)01,156+1,15602320.10%+232
SERVICENOW INC(NOW)2,4562,574+1181,7351,9620.83%+227
GLOBAL INDUSTRIAL COMPANY05,013+5,01302240.09%+224
E L F BEAUTY INC(ELF)01,142+1,14202240.09%+224
NOVO-NORDISK A S(NVO)01,731+1,73102220.09%+222
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
46,68355,191+8,5081,1331,3540.57%+221
VANGUARD BD INDEX FDS57,62962,481+4,8524,2984,5191.91%+221
NETFLIX INC(NFLX)0359+35902180.09%+218
ISHARES TR02,850+2,85002150.09%+215
BROADCOM INC(AVGO)0160+16002120.09%+212
COSTCO WHSL CORP NEW(COST)8991,097+1985938030.34%+210
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
57,32262,869+5,5472,6572,8671.21%+210
BLUE OWL CAPITAL INC(OBDC)010,862+10,86202050.09%+205
WORKDAY INC(WDAY)4,9745,775+8011,3731,5750.67%+202
VANGUARD MUN BD FDS21,63925,733+4,0941,1051,3020.55%+197
VANGUARD SPECIALIZED FUNDS15,54915,54902,6502,8391.20%+190
INVESCO EXCH TRADED FD TR II46,23654,859+8,6231,1181,3070.55%+189
ISHARES TR15,30215,30201,8782,0670.87%+188
PACCAR INC(PCAR)21,89418,603-3,2912,1382,3050.97%+167
VERTEX PHARMACEUTICALS INC(VRTX)8,5598,686+1273,4833,6311.54%+148
ISHARES TR
BROAD USD HIGH
42,46646,003+3,5371,5441,6830.71%+140
MARRIOTT INTL INC NEW(MAR)4,0814,130+499201,0420.44%+122
CHIPOTLE MEXICAN GRILL INC(CMG)105117+122403400.14%+100
SPDR SER TR
ST STR PR SP1500
15,87015,921+519281,0210.43%+94
REGAL REXNORD CORPORATION(RRX)2,3622,36203504250.18%+76
PALANTIR TECHNOLOGIES INC(PLTR)10,43110,43101792400.10%+61
DECKERS OUTDOOR CORP(DECK)352294-582352770.12%+41
VANGUARD INDEX FDS89489403904300.18%+39
ILLINOIS TOOL WKS INC(ITW)7,2227,195-271,8921,9310.82%+39
SCHWAB STRATEGIC TR6,2776,249-284735090.22%+36
DONALDSON INC(DCI)3,4823,48202282600.11%+32
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
38,30239,302+1,0001,5421,5740.67%+32
ISHARES TR1,5041,50402642930.12%+30
FORTINET INC(FTNT)3,9493,751-1982312560.11%+25
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
6,8056,80502532780.12%+25
INVESCO QQQ TR812785-273333490.15%+16
ARK ETF TR
INNOVATION ETF
5,6266,184+5582953100.13%+15
ISHARES TR7,8567,964+1086086190.26%+11
BERKSHIRE HATHAWAY INC DEL1,4091,219-1905035130.22%+10
VANGUARD MALVERN FDS18,45018,45008768840.37%+7
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
20,35520,633+2781,6541,6610.70%+7
VANGUARD INDEX FDS1,3001,190-1103083090.13%+1
SCHWAB STRATEGIC TR21,33021,33001,1131,1130.47%-1
VANGUARD BD INDEX FDS32,92233,323+4012,4212,4201.02%-1
VANECK ETF TRUST
SEMICONDUCTR ETF
1,6861,304-3822952930.12%-1
MONSTER BEVERAGE CORP NEW(MNST)9,2948,848-4465355250.22%-11
MCDONALDS CORP(MCD)755750-52242110.09%-12
LOWES COS INC(LOW)1,5511,283-2683453270.14%-18
VANGUARD BD INDEX FDS26,70526,485-2202,0572,0310.86%-26
AUTOMATIC DATA PROCESSING IN1,6801,450-2303913620.15%-29
FRANKLIN RESOURCES INC(BEN)18,43818,43805495180.22%-31
SCHWAB STRATEGIC TR9,7438,527-1,2164604200.18%-40
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)54,09751,650-2,4472651660.07%-99
SHOPIFY INC(SHOP)4,3672,995-1,3723402310.10%-109
FULTON FINL CORP PA(FULT)11,9140-11,9141960-196
AMPHASTAR PHARMACEUTICALS IN(AMPH)3,5070-3,5072170-217
CONSTELLATION BRANDS INC(STZ)9460-9462290-229
ISHARES TR5680-5682300-230
TESLA INC(TSLA)1,2290-1,2293050-305
SHAKE SHACK INC(SHAK)4,2500-4,2503150-315
CROWDSTRIKE HLDGS INC(CRWD)1,3020-1,3023320-332
VANGUARD INDEX FDS42,78939,834-2,9553,7813,4451.46%-336
ADOBE INC(ADBE)6,2246,573+3493,7133,3171.40%-397
STARBUCKS CORP(SBUX)16,8198,852-7,9671,6158090.34%-806
VANGUARD BD INDEX FDS
VANGUARD ULTRA
44,16623,026-21,1402,1841,1410.48%-1,043
APPLE INC(AAPL)48,19541,225-6,9709,2797,0692.99%-2,210
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