Fund HoldingsLeeward Financial Partners, LLC

Total Portfolio Value
$265.05M
Total Bought
$20.31M
Total Sold
$2.18M
Net Transaction
+$18.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)42,35345,139+2,7868,92010,5173.97%+1,597
VANGUARD INDEX FDS76,95277,682+73012,34413,5615.12%+1,217
MICROSOFT CORP(MSFT)36,20240,404+4,20216,18117,3866.56%+1,205
VANGUARD INDEX FDS31,36432,029+6656,8397,5982.87%+759
VANGUARD INDEX FDS44,42744,975+54811,09011,8414.47%+752
VANGUARD INDEX FDS33,87234,457+5856,1826,9182.61%+736
VANGUARD INDEX FDS42,30243,103+80115,82116,5496.24%+727
EATON CORP PLC(ETN)19,98920,766+7776,2686,8832.60%+615
VANGUARD TAX-MANAGED FDS113,207116,180+2,9735,5956,1352.31%+541
VANGUARD BD INDEX FDS52,04456,605+4,5613,8984,4361.67%+539
VANGUARD WORLD FD
INF TECH ETF
26,33326,790+45715,18315,7135.93%+530
SCHWAB STRATEGIC TR91,52493,601+2,0779,2299,7513.68%+522
SCHWAB STRATEGIC TR147,257149,632+2,3755,6586,1532.32%+495
COSTCO WHSL CORP NEW(COST)1,0451,559+5148881,3820.52%+493
VANGUARD INDEX FDS0924+92404870.18%+487
VANGUARD INDEX FDS20,31920,815+4965,0825,5652.10%+483
PNC FINL SVCS GROUP INC(PNC)13,63314,039+4062,1202,5950.98%+475
BROADCOM INC(AVGO)1,53517,035+15,5002,4642,9391.11%+474
ECOLAB INC(ECL)16,80617,518+7124,0004,4731.69%+473
GOLDMAN SACHS GROUP INC(GS)8,2498,488+2393,7314,2021.59%+471
SERVICENOW INC(NOW)3,0993,215+1162,4382,8751.08%+438
SCHWAB STRATEGIC TR54,52155,459+9384,0394,4571.68%+418
VERTIV HOLDINGS CO(VRT)29,72330,067+3442,5732,9911.13%+418
ISHARES TR6,0916,471+3803,3333,7331.41%+399
VANGUARD BD INDEX FDS63,76664,756+9904,4824,8681.84%+386
VISA INC(V)14,07814,608+5303,6954,0171.52%+322
NETFLIX INC(NFLX)4,7854,947+1623,2293,5091.32%+279
AXON ENTERPRISE INC(AXON)2,4772,47707299900.37%+261
GALLAGHER ARTHUR J & CO(AJG)7,9188,221+3032,0532,3130.87%+260
VANGUARD SPECIALIZED FUNDS15,54815,54802,8383,0791.16%+241
STARBUCKS CORP(SBUX)9,1099,684+5757099440.36%+235
UNITED RENTALS INC(URI)0287+28702320.09%+232
MCDONALDS CORP(MCD)0750+75002280.09%+228
UNITEDHEALTH GROUP INC(UNH)2,4272,486+591,2361,4540.55%+218
NATERA INC(NTRA)01,697+1,69702150.08%+215
WORKDAY INC(WDAY)6,4846,780+2961,4501,6570.63%+208
CONSTELLATION BRANDS INC(STZ)0789+78902030.08%+203
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
64,96866,765+1,7972,9503,1521.19%+202
SPDR S&P 500 ETF TR(SPY)5,2145,21402,8382,9921.13%+154
ISHARES TR
BROAD USD HIGH
46,51048,442+1,9321,6871,8240.69%+136
PALANTIR TECHNOLOGIES INC(PLTR)10,43110,43102643880.15%+124
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
40,67641,955+1,2791,6161,7370.66%+121
ISHARES TR29,06729,602+5353,0973,2161.21%+119
NVIDIA CORPORATION(NVDA)45,63347,393+1,7605,6375,7552.17%+118
VANGUARD BD INDEX FDS35,72935,814+852,5742,6901.01%+116
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
16,69017,141+4511,3341,4360.54%+102
CHIPOTLE MEXICAN GRILL INC(CMG)5,5507,669+2,1193484420.17%+94
VANGUARD BD INDEX FDS26,09926,559+4602,0022,0900.79%+88
ULTA BEAUTY INC(ULTA)3,5883,776+1881,3851,4690.55%+85
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
59,24960,936+1,6871,4461,5240.57%+78
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)51,65051,65001872640.10%+77
REGAL REXNORD CORPORATION(RRX)2,3622,36203193920.15%+72
VANGUARD MUN BD FDS26,85227,709+8571,3461,4160.53%+71
INVESCO EXCH TRADED FD TR II56,37158,177+1,8061,3351,4050.53%+70
BERKSHIRE HATHAWAY INC DEL1,2191,21904965610.21%+65
LOWES COS INC(LOW)1,2731,27302813450.13%+64
SPDR SER TR
ST STR PR SP1500
15,97716,029+521,0601,1230.42%+63
ELI LILLY & CO(LLY)4,0724,227+1553,6873,7451.41%+58
PACCAR INC(PCAR)16,51317,780+1,2671,7001,7550.66%+55
INVESCO QQQ TR908991+834354840.18%+49
HOME DEPOT INC(HD)1,1321,077-553904360.16%+47
VANGUARD INDEX FDS4,2944,151-1433604040.15%+45
META PLATFORMS INC(META)544551+72743150.12%+41
SHOPIFY INC(SHOP)3,0673,028-392032430.09%+40
AUTOMATIC DATA PROCESSING IN1,3321,293-393183580.13%+40
ISHARES TR6,6316,813+1825125470.21%+35
SCHWAB STRATEGIC TR20,69020,69001,0761,1100.42%+34
INTERACTIVE BROKERS GROUP IN(IBKR)1,6351,660+252002310.09%+31
MARRIOTT INTL INC NEW(MAR)4,1304,13009991,0270.39%+28
DECKERS OUTDOOR CORP(DECK)2841,878+1,5942752990.11%+25
ARISTA NETWORKS INC896874-223143350.13%+21
INGERSOLL RAND INC(IR)2,4402,44002222400.09%+18
SCHWAB STRATEGIC TR4,2434,24302012190.08%+17
ISHARES TR15,30215,30202,3032,3200.88%+17
ILLINOIS TOOL WKS INC(ITW)1,2091,158-512873040.11%+17
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
6,8056,80502672840.11%+16
DONALDSON INC(DCI)3,4823,48202492570.10%+7
VANGUARD INDEX FDS1,2411,190-513323370.13%+5
VERTEX PHARMACEUTICALS INC(VRTX)2,0072,012+59419360.35%-5
VANECK ETF TRUST
SEMICONDUCTR ETF
1,3291,341+123463290.12%-17
ADOBE INC(ADBE)8,4908,726+2364,7174,5181.70%-198
BOEING CO(BA)6,6706,639-311,2141,0090.38%-205
JPMORGAN CHASE & CO(JPM)1,0370-1,0372100-210
NOVO-NORDISK A S(NVO)1,6050-1,6052290-229
CROWDSTRIKE HLDGS INC(CRWD)6030-6032310-231
VANGUARD BD INDEX FDS
VANGUARD ULTRA
30,46925,077-5,3921,5091,2520.47%-256
ALPHABET INC(GOOG)30,92432,274+1,3505,6335,3532.02%-280
AMAZON COM INC(AMZN)50,32050,097-2239,7249,3353.52%-390
MONSTER BEVERAGE CORP NEW(MNST)8,8480-8,8484420-442
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