Fund HoldingsTradewinds, LLC.

Total Portfolio Value
$419.03M
Total Bought
$31.71M
Total Sold
$27.68M
Net Transaction
+$4.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DIMENSIONAL ETF TR CORE FXD INCOME
CORE FIXE IN ETF
99,216216,388+117,1724,2429,2092.20%+4,967
GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR45,25690,144+44,8884,5369,0092.15%+4,473
JPMORGAN ETF ULTRA-SHORT INCOME
ULTRA SHRT ETF
196,339272,740+76,4019,96013,7983.29%+3,838
ELI LILLY & CO(LLY)6,9506,982+325,3037,5031.79%+2,201
VANGUARD VALUE ETF13,81822,488+8,6702,5774,2951.02%+1,718
DIMENSIONAL TR ETF INTL VALE
INTERNATNAL VAL
266,776278,885+12,10912,30413,9163.32%+1,613
GLOBAL X COPPER ETF MINERS
GLOBAL X COPPER
024,105+24,10501,7300.41%+1,730
ALPHABET INC VOTING CAP STK CL A(GOOG)17,42917,358-714,2375,4331.30%+1,196
SELECT SECTOR SPDR ETF STATE STREET UTILITIES
ST STR UTIL ETF
026,660+26,66001,1380.27%+1,138
FIRST CITIZENS BANCSHARES CLASS A(FCNCA)2,4732,47304,4245,3071.27%+883
APPLE INC(AAPL)79,97377,814-2,15920,36321,1555.05%+791
COHERENT CORP(COHR)9,5579,55701,0291,7640.42%+734
CATERPILLAR INC(CAT)7,7427,668-743,6944,3931.05%+699
STATE STREET SPDR ETF S&P METALS & MINING
ST STR SP METAL
48,28248,968+6864,4995,0741.21%+574
ALPHABET INC NON VOTING CAP STK CL C(GOOG)45,09836,791-8,30710,98411,5452.76%+561
CIENA CORP(CIEN)5,0105,01007301,1720.28%+442
JOHNSON & JOHNSON(JNJ)18,51118,308-2033,4323,7890.90%+356
VISA INC CLASS A(V)25,08325,424+3418,5638,9172.13%+354
ALCOA CORP(AA)06,367+6,36703380.08%+338
AMAZON COM INC(AMZN)57,97956,480-1,49912,73013,0373.11%+306
CAPITAL ONE FINANCIAL CORP(COF)01,241+1,24103010.07%+301
US FOODS HOLDINGS CORP(USFD)77,34782,238+4,8915,9266,1941.48%+268
ADVANCED MICRO DEVICES INC(AMD)01,105+1,10502370.06%+237
I SHARES SILVER TR ETF(SLV)03,490+3,49002250.05%+225
DEERE & CO(DE)15,71715,905+1887,1877,4051.77%+218
CHUBB LTD
COM
0692+69202160.05%+216
UNILEVER PLC ADR SPONSORED NEW 2025(UL)03,293+3,29302150.05%+215
GSK PLC ADR SPONSORED ADR NEW(GSK)04,359+4,35902140.05%+214
EDISON INTL(EIX)03,510+3,51002110.05%+211
EATON CORP PLC(ETN)0661+66102110.05%+211
ARCH CAP GROUP LTD
ORD
02,121+2,12102030.05%+203
VANECK GOLD MINERS ETF
GOLD MINERS ETF
20,52220,460-621,5681,7550.42%+187
ILLINOIS TOOL WORKS INC(ITW)25,47827,629+2,1516,6446,8051.62%+161
ROYAL BANK CANADA MONTREAL QUE(RY)8,7358,485-2501,2871,4470.35%+160
GLOBAL X FDS ETF GLOBAL X SILVER MINERS ETF NEW
GLOBAL X SILVER
33,13430,285-2,8492,3732,5290.60%+156
MERCK & CO INC NEW(MRK)7,4397,263-1766247640.18%+140
MICRON TECHNOLOGY INC(MU)01,220+1,22003480.08%+348
NEXTERA ENERGY INC(NEE)11,07112,012+9418369640.23%+129
TRUIST FINL CORP(TFC)40,12939,767-3621,8351,9570.47%+122
BROADCOM INC(AVGO)7,7117,701-102,5442,6650.64%+121
ISHARES INC ETF MSCI EMERGING MKTS EX CHINA ETF
MSCI EMRG CHN
34,14333,322-8212,3052,4220.58%+117
VANGUARD FTSE ETF DEVELOPED MARKETS ETF05,741+5,74103590.09%+359
CISCO SYSTEMS INC(CSCO)15,76015,388-3721,0781,1850.28%+107
VANGUARD GROWTH ETF4,0564,207+1511,9452,0520.49%+107
AFLAC INC(AFL)05,278+5,27805820.14%+582
BLACKROCK INC COM NEW(BLK)5,1505,703+5536,0046,1041.46%+100
VANGUARD TOTAL INTL ETF STOCK INDEX FUND05,872+5,87204430.11%+443
FNB CORP PA(FNB)89,60989,60901,4441,5320.37%+89
EXXON MOBIL CORP15,35115,105-2461,7311,8180.43%+87
1ST CITIZENS BANCSHR CLB(FCNCA)50050007968800.21%+84
UNION PACIFIC CORP(UNP)02,761+2,76106390.15%+639
HERSHEY COMPANY(HSY)02,300+2,30004190.10%+419
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
MSCI USA QLT FCT
013,135+13,13502,6090.62%+2,609
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW5,8025,791-113,5533,6320.87%+79
VANGUARD DIVIDEND ETF APPRECIATION7,7017,918+2171,6621,7400.42%+78
HONEYWELL INTERNATIONAL INC(HON)31,79134,694+2,9036,6926,7691.62%+77
WELLS FARGO & CO NEW(WFC)8,6378,527-1107247950.19%+71
TRAVELERS COS INC/ THE(TRV)4,1644,251+871,1631,2330.29%+70
BANK NEW YORK MELLON CORP7,5777,712+1358268950.21%+70
APPLIED MATERIALS INC01,331+1,33103420.08%+342
VANECK VECTORS TR ETF SEMICONDUCTOR ETF
SEMICONDUCTR ETF
0991+99103570.09%+357
INTERNATIONAL BUSINESS MACHINE CORP(IBM)5,5885,529-591,5771,6380.39%+61
COCA-COLA COMPANY(KO)16,67416,676+21,1061,1660.28%+60
CONSOLIDATED EDISON INC(ED)03,205+3,20503180.08%+318
BANK OF AMERICA CORP28,13027,355-7751,4511,5050.36%+53
AMERICAN EXPRESS COMPANY(AXP)01,048+1,04803880.09%+388
NIOCORP DEVS LTD COM NEW010,000+10,0000530.01%+53
GENERAL MOTORS CO(GM)03,635+3,63502960.07%+296
BRISTOL MYERS SQUIBB CO(BMY)05,467+5,46702950.07%+295
CHEVRON CORPORATION(CVX)10,89211,400+5081,6911,7370.41%+46
ULTA BEAUTY INC(ULTA)0786+78604760.11%+476
RTX CORP(RTX)4,8814,702-1798178620.21%+46
VANGUARD EXTENDED ETF MARKET3,6213,818+1977587980.19%+40
DANAHER CORP(DHR)01,116+1,11602550.06%+255
DOVER CORP COMMON(DOV)01,814+1,81403540.08%+354
BERKSHIRE HATHAWAY INC SERIES B NEW18,86118,924+639,4829,5122.27%+30
AMGEN INC(AMGN)3,5023,105-3979881,0160.24%+28
CORNING INC(GLW)04,995+4,99504370.10%+437
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
01,363+1,36303920.09%+392
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF9,0849,092+81,2801,3050.31%+25
GILEAD SCIENCES INC(GILD)04,329+4,32905310.13%+531
ANALOG DEVICES INC(ADI)0943+94302560.06%+256
VANGUARD S&P 500 ETF GROWTH1,4021,423+216106330.15%+22
TAIWAN SEMICONDUCTOR MFG CO LTD ADR(TSM)0806+80602450.06%+245
JPMORGAN TR HEDGED ETF EQUITY LADDERED OVERLAY
HEDG EQU LAD ETF
13,25413,25408628800.21%+19
VANGUARD INFORMATION ETF TECHNOLOGY
INF TECH ETF
3,9723,957-152,9662,9830.71%+17
SHOPIFY INC CL A(SHOP)01,380+1,38002220.05%+222
DIAMONDBACK ENERGY INC(FANG)02,186+2,18603290.08%+329
VANGUARD LRG CAP ETF2,4762,465-117627760.19%+14
VANGUARD TOTAL STOCK ETF MARKET ETF7,2227,109-1132,3702,3830.57%+13
ACCENTURE PLC IRELAND SHARES CLASS A
SHS CLASS A
0840+84002250.05%+225
QUALCOMM INC(QCOM)02,383+2,38304080.10%+408
INTEL CORP(INTC)07,183+7,18302650.06%+265
TE CONNECTIVITY PLC(TEL)01,067+1,06702430.06%+243
EMERSON ELECTRIC CO(EMR)6,6316,621-108708790.21%+9
ISHARES SP 500 ETF GROWTH03,493+3,49304310.10%+431
SYNOVUS FINANCIAL CORCHG07,500+7,50003750.09%+375
CSX CORP(CSX)26,32325,981-3429359420.22%+7
ABB LTD -SPONS ADR03,242+3,24202400.06%+240
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF01,665+1,66502480.06%+248
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