Fund HoldingsTradewinds, LLC.

Total Portfolio Value
$444.33M
Total Bought
$186.97M
Total Sold
$107.11M
Net Transaction
+$79.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICROSOFT CORP
INTERNATNAL VAL
01,108+1,108013,3953.01%+13,395
AMAZON COM INC
ULTRA SHRT ETF
014,991+14,991012,9202.91%+12,920
JPMORGAN ETF ULTRA-SHORT INCOME
MSCI USA MMENTM
013,623+13,623012,0652.72%+12,065
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF04,575+4,575012,0432.71%+12,043
CATERPILLAR INC
MSCI EMRG CHN
06,718+6,71808,1771.84%+8,177
ALPHABET INC VOTING CAP STK CL A
ST STR SP METAL
033,014+33,01406,2411.40%+6,241
BLACKROCK INC COM NEW(IHG)016,233+16,23305,2481.18%+5,248
SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR03,548+3,54805,0011.13%+5,001
UNITEDHEALTH GROUP INC02,118+2,11804,8711.10%+4,871
JOHNSON & JOHNSON03,289+3,28904,5901.03%+4,590
INTERCONTINENTAL HOTELS GROUP PLC NEW SPONSORED ADR NEW 201803,693+3,69304,5521.02%+4,552
ROLLS ROYCE HOLDING PLC SPONSORED ADR0304+30404,3440.98%+4,344
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW0920+92003,7160.84%+3,716
HONEYWELL INTL INC COM NEW06,129+6,12903,6350.82%+3,635
HONEYWELL AEROSPACE INC COM
CORE FIXE IN ETF
01,561+1,56103,5890.81%+3,589
PROCTER & GAMBLE CO
ST STR ENERG ETF
0241+24103,5440.80%+3,544
COHERENT CORP
MSCI USA QLT FCT
089,609+89,60903,3890.76%+3,389
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD0500+50003,1480.71%+3,148
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF01,398+1,39802,7770.63%+2,777
DEERE & CO(LLY)07,686+7,68609,5092.14%+9,509
ABBVIE INC
ALERIAN MLP
0238,571+238,57102,7470.62%+2,747
GLOBAL X COPPER ETF MINERS(GLD)04,365+4,36502,1260.48%+2,126
TRUIST FINL CORP0317+31701,9860.45%+1,986
JPMORGAN CHASE & CO(MS)50,9978,581-42,4169,69811,5902.61%+1,892
SPDR GOLD TRUST ETF
EQUITY PREMIUM
02,191+2,19101,5750.35%+1,575
WALMART INC(DE)14,881789-14,0928,59010,1632.29%+1,573
ELI LILLY & CO(CAT)7,6894,778-2,9116,8418,4021.89%+1,561
VISA INC CLASS A(USFD)75,674504-75,1707,0418,3821.89%+1,342
DOMINION ENERGY INC
HEDG EQU LAD ETF
07,050+7,05001,3230.30%+1,323
MICRON TECHNOLOGY INC01,253+1,25301,2920.29%+1,292
CSX CORP
MSCI USA MIN ETF
03,113+3,11301,2350.28%+1,235
VANGUARD DIVIDEND ETF APPRECIATION(MU)1,1811,361+1806401,8390.41%+1,199
US FOODS HOLDINGS CORP(ITW)01,400+1,40007,7351.74%+7,735
STATE STREET SPDR ETF S&P METALS & MINING(UNH)11,7308,190-3,5404,3265,4581.23%+1,133
MCDONALDS CORP01,008+1,00801,1200.25%+1,120
SOUTHERN COMPANY
ST STR SP SEMI
01,800+1,80001,1070.25%+1,107
FIRST CITIZENS BANCSHARES CLASS A(JNJ)18,2463,106-15,1404,1455,2491.18%+1,104
VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET(CSCO)15,6551,552-14,1031,4382,4860.56%+1,048
ISHARES ETF U.S. OIL&GAS EXPLORATION AND PRODUCTION
CONSUM DIS ETF
03,927+3,92701,0460.24%+1,046
REPUBLIC SVCS INC(FCNCA)2,6231,244-1,3795,2076,2411.40%+1,034
JPMORGAN EQUITY TR ETF PREMIUM INCOME FD(AMD)01,530+1,53009870.22%+987
ALTRIA GROUP INC
ULTRA SHT MUNCPL
089,730+89,73009860.22%+986
BAKER HUGHES A GE CO(RSG)02,523+2,52306,9471.56%+6,947
DUKE ENERGY CORP COM NEW(ABBV)02,930+2,93003,2200.72%+3,220
PHILIP MORRIS INTERNATIONAL INC(SPY)0286+28608980.20%+898
MARVELL TECHNOLOGY INC(CTVA)0745+74508730.20%+873
COSTCO WHSL CORP NEW COM(GPN)025,983+25,98308730.20%+873
CORNING INC019,377+19,37708670.20%+867
GLOBAL X FDS ETF GLOBAL X SILVER MINERS ETF NEW(IBM)05,091+5,09102,1210.48%+2,121
DIMENSIONAL ETF TR CORE FXD INCOME(CIEN)4,07513,698+9,6232,1813,0370.68%+856
BERKSHIRE HATHAWAY INC SERIES B NEW(V)24,368225,654+201,2867,9948,8201.98%+826
APPLE INC(AAPL)025,865+25,865021,6504.87%+21,650
PHILLIPS 66
GOLD MINERS ETF
0524+52408080.18%+808
ISHARES EDGE MSCI ETF MIN VOL USA ETF(PNC)015,168+15,16807820.18%+782
RTX CORP0487+48707810.18%+781
EXXON MOBIL CORP XXX(AMGN)01,138+1,13801,8080.41%+1,808
CIENA CORP(RY)8,48527,622+19,1371,5232,2930.52%+770
HOME DEPOT INC(C)04,237+4,23707690.17%+769
UNION PACIFIC CORP02,500+2,50007650.17%+765
AT & T INC(OKE)029,288+29,28807330.16%+733
APPLIED MATERIALS INC(DELL)1,514125,165+123,6513181,0450.24%+727
ROYAL BANK CANADA MONTREAL QUE7,8441,419-6,4251,0491,7560.40%+707
WELLTOWER INC(MPC)4,545604-3,9411,1191,8190.41%+700
WASTE MGMT INC DEL(SYY)0962+96206920.16%+692
VERIZON COMMUNICATIONS COM(DOV)0526+52606840.15%+684
VANGUARD CONSUMER ETF DISCRETONARY(AXP)0457+45706570.15%+657
DELL TECHNOLOGIES INC CL C(PNFP)011,570+11,57006530.15%+653
VANECK VECTORS TR ETF SEMICONDUCTOR ETF(LOW)0360+36006500.15%+650
CISCO SYSTEMS INC(CSX)25,98239,858+13,8761,1721,8200.41%+649
JPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME(WMB)03,924+3,92406410.14%+641
FNB CORP PA7,883991-6,8921,0791,7100.38%+631
BANK OF AMERICA CORP(WFC)10,54018,071+7,5318521,4740.33%+622
ALPS TR ETF ALERIAN MLP NEW(D)19,37650,402+31,0261,2391,8410.41%+602
CHEVRON CORPORATION(MCD)06,324+6,32401,7880.40%+1,788
JPMORGAN TR HEDGED ETF EQUITY LADDERED OVERLAY(PANW)019,621+19,62108380.19%+838
ALPHABET INC NON VOTING CAP STK CL C(JPM)035,409+35,409011,6652.63%+11,665
TRAVELERS COS INC/ THE(MRK)7,2872,016-5,2718171,4030.32%+586
1ST CITIZENS BANCSHR CLB(CLF)32,725107,621+74,8963449250.21%+581
BLOOM ENERGY CORP CLASS A(FCNCA)024,167+24,16701,4540.33%+1,454
STARBUCKS CORP(PLD)0995+99505200.12%+520
GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR(AVGO)06,010+6,01003,1360.71%+3,136
CORTEVA INC(EOG)01,119+1,11905090.11%+509
GLOBAL PAYMENTS INC(PFE)010,346+10,34605080.11%+508
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD(KO)17,174994-16,1801,3501,8510.42%+501
PEPSICO INCORPORATED(PM)0673+67301,4030.32%+1,403
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF(EMR)0335+33501,3880.31%+1,388
MARATHON PETROLEUM CORP(HD)05,000+5,00001,1620.26%+1,162
INTERNATIONAL BUSINESS MACHINE CORP(MO)14,4231,989-12,4341,0751,5000.34%+425
PGIM ETF TRUST ETF ULTRA SHORT BD(COST)9353,121+2,1869461,3600.31%+414
HERSHEY COMPANY
ORD
05,707+5,70704050.09%+405
FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND01,514+1,51404000.09%+400
AMERICAN EXPRESS COMPANY
S&P500 PUR GWT
07,679+7,67904000.09%+400
LOWES COMPANIES INC01,664+1,66403950.09%+395
ANALOG DEVICES INC
S&P MDCP400 PR
074,955+74,95503950.09%+395
COCA-COLA COMPANY(META)1,52910,785+9,2569311,3240.30%+393
META PLATFORMS INC CLASS A3,4934,134+6414568500.19%+393
WILLIAMS COMPANIES INC(ECL)010,000+10,00003860.09%+386
INTEL CORP(AFL)05,060+5,06009710.22%+971
VANGUARD MORNINGSTAR ETF LARGE-CAP1,5612,700+1,1394368160.18%+380
GE AEROSPACE NEW(VIK)012,560+12,56003750.08%+375
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