Fund HoldingsLeeward Financial Partners, LLC

Total Portfolio Value
$207.06M
Total Bought
$29.77M
Total Sold
$14.40M
Net Transaction
+$15.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INDEX FDS8,14926,888+18,7391,3004,8392.34%+3,539
ECOLAB INC(ECL)013,757+13,75702,7291.32%+2,729
PNC FINL SVCS GROUP INC(PNC)015,507+15,50702,4011.16%+2,401
MICROSOFT CORP(MSFT)30,51230,749+2379,63411,5635.58%+1,929
VANGUARD WORLD FDS
INF TECH ETF
21,91922,278+3599,09410,7835.21%+1,689
WORKDAY INC(WDAY)04,974+4,97401,3730.66%+1,373
VANGUARD INDEX FDS32,84742,789+9,9422,4853,7811.83%+1,296
VANGUARD INDEX FDS71,78073,875+2,0959,90111,0445.33%+1,144
VANGUARD INDEX FDS40,16240,889+7277,8598,9204.31%+1,061
APPLE INC(AAPL)48,20248,195-78,2539,2794.48%+1,026
AMAZON COM INC(AMZN)49,28247,864-1,4186,2657,2723.51%+1,008
SCHWAB STRATEGIC TR79,92681,579+1,6535,8126,7683.27%+956
VANGUARD BD INDEX FDS51,81957,629+5,8103,4754,2982.08%+823
SCHWAB STRATEGIC TR45,81953,371+7,5522,9533,7411.81%+788
VANGUARD INDEX FDS28,20227,669-5335,3325,9032.85%+570
ADOBE INC(ADBE)6,1766,224+483,1493,7131.79%+564
VANGUARD INDEX FDS15,53515,808+2733,3273,8221.85%+495
SERVICENOW INC(NOW)2,2482,456+2081,2571,7350.84%+479
SCHWAB STRATEGIC TR06,277+6,27704730.23%+473
SCHWAB STRATEGIC TR09,743+9,74304600.22%+460
EATON CORP PLC(ETN)17,47617,384-923,7274,1862.02%+459
VISA INC(V)12,87013,043+1732,9603,3961.64%+435
VANGUARD TAX-MANAGED FDS103,412102,979-4334,5214,9332.38%+412
ISHARES TR22,86525,305+2,4402,3452,7431.32%+399
VERTEX PHARMACEUTICALS INC(VRTX)8,9028,559-3433,0963,4831.68%+387
INGERSOLL RAND INC(IR)20,70621,724+1,0181,3191,6800.81%+361
VANGUARD BD INDEX FDS40,02742,610+2,5832,8943,2551.57%+360
REGAL REXNORD CORPORATION(RRX)02,362+2,36203500.17%+350
LOWES COS INC(LOW)01,551+1,55103450.17%+345
STARBUCKS CORP(SBUX)13,96716,819+2,8521,2751,6150.78%+340
HOME DEPOT INC(HD)10,0509,720-3303,0373,3691.63%+332
ISHARES TR5,2355,399+1642,2482,5791.25%+331
UNITEDHEALTH GROUP INC(UNH)6,1156,450+3353,0833,3961.64%+313
VANGUARD INDEX FDS01,300+1,30003080.15%+308
SPDR S&P 500 ETF TR(SPY)5,0995,214+1152,1802,4781.20%+299
VANGUARD INDEX FDS41,02436,877-4,14711,17111,4645.54%+293
ISHARES TR15,30215,30201,6051,8780.91%+273
PACCAR INC(PCAR)21,97621,894-821,8682,1381.03%+270
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
06,805+6,80502530.12%+253
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
55,17657,322+2,1462,4162,6571.28%+242
CHIPOTLE MEXICAN GRILL INC(CMG)0105+10502400.12%+240
ILLINOIS TOOL WKS INC(ITW)7,1907,222+321,6561,8920.91%+236
DECKERS OUTDOOR CORP(DECK)0352+35202350.11%+235
FORTINET INC(FTNT)03,949+3,94902310.11%+231
ISHARES TR0568+56802300.11%+230
AXON ENTERPRISE INC(AXON)0871+87102250.11%+225
MCDONALDS CORP(MCD)0755+75502240.11%+224
AMPHASTAR PHARMACEUTICALS IN(AMPH)03,507+3,50702170.10%+217
INVESCO EXCH TRADED FD TR II40,89846,236+5,3389061,1180.54%+212
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
40,21546,683+6,4689231,1330.55%+210
FULTON FINL CORP PA(FULT)011,914+11,91401960.09%+196
VANGUARD MUN BD FDS19,56621,639+2,0739411,1050.53%+164
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
20,19320,355+1621,5341,6540.80%+120
ISHARES TR
BROAD USD HIGH
41,05942,466+1,4071,4251,5440.75%+119
MARRIOTT INTL INC NEW(MAR)4,0814,08108029200.44%+118
BOEING CO(BA)1,9751,889-863794920.24%+114
VANGUARD SPECIALIZED FUNDS16,32915,549-7802,5372,6501.28%+112
SPDR SER TR
ST STR PR SP1500
15,80715,870+638309280.45%+98
FRANKLIN RESOURCES INC(BEN)18,43818,43804535490.27%+96
COSTCO WHSL CORP NEW(COST)895899+45065930.29%+88
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
37,67538,302+6271,4561,5420.74%+86
SHOPIFY INC(SHOP)4,9194,367-5522683400.16%+72
MONSTER BEVERAGE CORP NEW(MNST)8,8489,294+4464695350.26%+67
ARK ETF TR
INNOVATION ETF
5,7625,626-1362292950.14%+66
SHAKE SHACK INC(SHAK)4,4514,250-2012583150.15%+57
INVESCO QQQ TR81281202913330.16%+42
VANGUARD INDEX FDS898894-43533900.19%+38
SCHWAB STRATEGIC TR21,33021,33001,0771,1130.54%+36
ISHARES TR1,5041,50402312640.13%+32
TESLA INC(TSLA)1,1381,229+912853050.15%+21
DONALDSON INC(DCI)3,4823,48202082280.11%+20
VANGUARD BD INDEX FDS
VANGUARD ULTRA
44,10244,166+642,1692,1841.05%+14
PALANTIR TECHNOLOGIES INC(PLTR)10,43110,43101671790.09%+12
BERKSHIRE HATHAWAY INC DEL1,4091,40904945030.24%+9
GALLAGHER ARTHUR J & CO(AJG)6,9707,031+611,5891,5810.76%-8
AUTOMATIC DATA PROCESSING IN1,6801,68004043910.19%-13
VANECK ETF TRUST
SEMICONDUCTR ETF
2,1231,686-4373082950.14%-13
ALPHABET INC(GOOG)33,41331,167-2,2464,3724,3542.10%-19
VANGUARD BD INDEX FDS34,97632,922-2,0542,4412,4211.17%-19
ISHARES TR8,5137,856-6576286080.29%-20
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)54,09754,09702952650.13%-30
CROWDSTRIKE HLDGS INC(CRWD)2,1811,302-8793653320.16%-33
VANGUARD BD INDEX FDS27,92726,705-1,2222,0992,0570.99%-42
UBER TECHNOLOGIES INC(UBER)5,2470-5,2472410-241
INTERACTIVE BROKERS GROUP IN(IBKR)2,8340-2,8342450-245
ISHARES TR
CORE HIGH DV ETF
2,4950-2,4952470-247
ISHARES TR3,0000-3,0002830-283
NVIDIA CORPORATION(NVDA)6,5384,715-1,8232,8442,3351.13%-509
VANGUARD MALVERN FDS37,10218,450-18,6521,7548760.42%-878
SCHWAB STRATEGIC TR185,056135,493-49,5636,2855,0082.42%-1,277
EOG RES INC(EOG)10,3300-10,3301,3090-1,309
ORACLE CORP(ORCL)12,9130-12,9131,3680-1,368
CONSTELLATION BRANDS INC(STZ)11,565946-10,6192,9072290.11%-2,678
Page 1 of 1