Fund HoldingsTradewinds, LLC.

Total Portfolio Value
$324.83M
Total Bought
$32.69M
Total Sold
$34.87M
Net Transaction
-$2.18M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JPMORGAN ETF ULTRA-SHORT INCOME
ULTRA SHRT ETF
079,762+79,76204,0471.25%+4,047
APPLE INC(AAPL)78,90180,569+1,66816,61818,7735.78%+2,155
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC NEW(EMO)048,503+48,50302,0470.63%+2,047
WALMART INC(WMT)107,364108,796+1,4327,2708,7852.70%+1,516
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
MSCI USA QLT FCT
15,87921,342+5,4632,7123,8271.18%+1,115
BERKSHIRE HATHAWAY INC SERIES B NEW17,83618,164+3287,2568,3602.57%+1,104
UNITEDHEALTH GROUP INC(UNH)013,980+13,98008,1742.52%+8,174
DEERE & CO(DE)14,00114,814+8135,2316,1821.90%+951
SPDR GOLD TRUST ETF(GLD)03,816+3,81609280.29%+928
INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1
OPTIMUM YIELD
062,149+62,14908350.26%+835
ILLINOIS TOOL WORKS INC(ITW)20,35421,536+1,1824,8235,6441.74%+821
DELL TECHNOLOGIES INC CL C(DELL)08,910+8,91001,0560.33%+1,056
PROCTER & GAMBLE CO(PG)52,46254,570+2,1088,6529,4512.91%+799
SPDR S&P HOMEBLDRS ETF
ST STR SP HOME
4,4098,954+4,5454461,1150.34%+670
MORGAN STANLEY & CO(MS)55,15257,814+2,6625,3606,0271.86%+666
COLGATE-PALMOLIVE CO(CL)55,95658,126+2,1705,4306,0341.86%+604
VISA INC CLASS A(V)23,37424,470+1,0966,1356,7282.07%+593
CATERPILLAR INC(CAT)7,9498,236+2872,6483,2210.99%+573
JPMORGAN CHASE & CO(JPM)39,73740,658+9218,0378,5732.64%+536
GENL DYNAMICS CORP(GD)19,24220,082+8405,5836,0691.87%+486
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
MSCI USA MMENTM
8,28610,333+2,0471,6152,0950.64%+480
CIGNA CORP NEW(CI)14,11514,846+7314,6665,1431.58%+477
VANGUARD TOTAL STOCK ETF MARKET ETF12,09913,083+9843,2373,7051.14%+468
PEPSICO INCORPORATED(PEP)37,78539,368+1,5836,2326,6952.06%+463
SPDR METALS & MINING ETF
ST STR SP METAL
89,45290,370+9185,3075,7581.77%+451
REPUBLIC SVCS INC(RSG)26,99228,182+1,1905,2465,6601.74%+414
DUKE ENERGY CORP COM NEW(DUK)24,97625,267+2912,5032,9130.90%+410
ALPS TR ETF ALERIAN MLP NEW
ALERIAN MLP
44,46653,281+8,8152,1332,5110.77%+378
INTERNATIONAL BUSINESS MACHINE CORP(IBM)5,9806,163+1831,0341,3620.42%+328
ISHARES MSCI ETF EMERGING MARKETS015,043+15,04306900.21%+690
ABBVIE INC(ABBV)11,00511,027+221,8882,1780.67%+290
ROCKWELL AUTOMATION INC(ROK)16,79918,219+1,4204,6254,8911.51%+267
NIKE INC CLASS B(NKE)02,832+2,83202500.08%+250
MCDONALDS CORP(MCD)4,6864,644-421,1941,4140.44%+220
JOHNSON & JOHNSON(JNJ)18,66918,117-5522,7292,9360.90%+207
DOMINION ENERGY INC(D)23,06323,064+11,1301,3330.41%+203
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD36,19839,626+3,4281,7571,9540.60%+197
MARVELL TECHNOLOGY INC(MRVL)11,68513,949+2,2648171,0060.31%+189
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW6,7766,778+23,3893,5771.10%+188
HOME DEPOT INC(HD)1,8472,025+1786368210.25%+185
TRUIST FINL CORP(TFC)44,29144,513+2221,7211,9040.59%+183
HONEYWELL INTERNATIONAL INC(HON)26,04327,788+1,7455,5615,7441.77%+183
WELLTOWER INC(WELL)8,9388,689-2499321,1120.34%+181
ADVANCED MICRO DEVICES INC(AMD)13,42014,320+9002,1772,3500.72%+173
ROYAL BANK CANADA MONTREAL QUE(RY)8,9358,93509511,1140.34%+164
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF9,69010,229+5391,1491,3110.40%+162
WESTERN ALLIANCE BANCORP(WAL)7,4557,235-2204686260.19%+157
LOCKHEED MARTIN CORP(LMT)1,2651,259-65917360.23%+145
TAIWAN SEMICONDUCTOR MFG CO LTD ADR(TSM)02,139+2,13903710.11%+371
VANGUARD DIVIDEND ETF APPRECIATION8,8108,805-51,6081,7440.54%+136
PHILIP MORRIS INTERNATIONAL INC(PM)5,7645,911+1475847180.22%+134
NEXTERA ENERGY INC(NEE)011,832+11,83201,0000.31%+1,000
AMERICAN ELECTRIC POWER INC08,263+8,26308480.26%+848
SOUTHERN COMPANY(SO)11,61911,338-2819011,0220.31%+121
3M CO(MMM)02,622+2,62203580.11%+358
AUTOMATIC DATA PROCESSING02,943+2,94308140.25%+814
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD3,5183,526+81,9252,0340.63%+109
AT & T INC(T)036,417+36,41708010.25%+801
BLACKROCK INC CHG(BLK)0640+64006080.19%+608
CISCO SYSTEMS INC(CSCO)017,966+17,96609560.29%+956
JPMORGAN EQUITY TR ETF PREMIUM INCOME FD
EQUITY PREMIUM
10,16111,364+1,2035766760.21%+100
RTX CORP(RTX)05,946+5,94607200.22%+720
CORTEVA INC(CTVA)06,203+6,20303650.11%+365
BANK NEW YORK MELLON CORP07,276+7,27605230.16%+523
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF02,706+2,70603400.10%+340
H & R BLOCK INC08,581+8,58105450.17%+545
DNP SELECT INCOME FD(DNP)043,449+43,44904360.13%+436
VERIZON COMMUNICATIONS COM(VZ)020,614+20,61409260.28%+926
ABBOTT LABORATORIES06,953+6,95307930.24%+793
AMGEN INC(AMGN)02,655+2,65508560.26%+856
ENBRIDGE INC(ENB)011,251+11,25104570.14%+457
VANGUARD EXTENDED ETF MARKET4,0174,073+566787410.23%+63
VANGUARD TOTAL INTL ETF STOCK INDEX FUND9,5569,866+3105766390.20%+62
ALTRIA GROUP INC(MO)08,902+8,90204540.14%+454
COSTCO WHSL CORP NEW COM(COST)0969+96908590.26%+859
KENVUE INC(KVUE)011,458+11,45802650.08%+265
ISHARES EDGE MSCI ETF MIN VOL USA ETF
MSCI USA MIN ETF
8,3758,37507037650.24%+62
ACCENTURE PLC IRELAND SHARES CLASS A
SHS CLASS A
0981+98103470.11%+347
ONEOK INC NEW(OKE)6,3106,31005155750.18%+60
GILEAD SCIENCES INC(GILD)05,186+5,18604350.13%+435
VANGUARD VALUE ETF01,882+1,88203290.10%+329
XCEL ENERGY INC(XEL)04,378+4,37802860.09%+286
CANADIAN PACIFIC KANSAS CITY LTD(CP)03,823+3,82303270.10%+327
LAM RESEARCH CORP CHG(LRCX)059+590480.01%+48
COMCAST CORP NEW CL A(CCZ)017,193+17,19307180.22%+718
FNB CORP PA(FNB)93,85593,85501,2841,3240.41%+40
CONSOLIDATED EDISON INC(ED)02,605+2,60502710.08%+271
VANGUARD LRG CAP ETF2,5142,524+106286650.20%+37
AMCOR PLC ORD USD 0.01(AMCR)021,219+21,21902400.07%+240
VANGUARD MID CAP ETF01,490+1,49003930.12%+393
VANECK VECTORS TR ETF SEMICONDUCTOR ETF
SEMICONDUCTR ETF
5,3165,778+4621,3861,4180.44%+32
VANGUARD S&P 500 ETF GROWTH1,5281,568+405105410.17%+32
ISHARES CORE S&P MID ETF ETF7,7057,706+14514800.15%+29
EXXON MOBIL CORP21,88621,742-1442,5202,5490.78%+29
ISHARES CORE MSCI ETF TOTAL INTL STK ETF
CORE MSCI TOTAL
03,700+3,70002690.08%+269
SYSCO CORPORATION(SYY)04,129+4,12903220.10%+322
QUEST DIAGNOSTICS INC(DGX)01,530+1,53002380.07%+238
GENUINE PARTS CO COM(GPC)02,530+2,53003530.11%+353
UNDER ARMOUR INC CLASS C(UA)023,000+23,00001920.06%+192
TARGET CORP(TGT)03,387+3,38705280.16%+528
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