Tradewinds, LLC. Quant / Systematic

CIK: 0001932342 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 6, 2023

Total Value ($000): $170,328 (100.0% shares, 0.0% debt)

Holdings (118)

UNH UNITEDHEALTH GROUP INC 6.4%
Value ($000) $10,902 Shares 21,624 Est. Cost $457.35 Unrealized +2.8%
AAPL APPLE INC 5.5%
Value ($000) $9,424 Shares 55,042 Est. Cost $145.78 Unrealized +24.4%
MSFT MICROSOFT CORP 5.2%
Value ($000) $8,815 Shares 27,918 Est. Cost $249.46 Unrealized +30.1%
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $6,229 Shares 42,702 Est. Cost $133.57 Unrealized +7.9%
AMZN AMAZON COM INC 3.4%
Value ($000) $5,740 Shares 45,152 Est. Cost $153.85 Unrealized -12.9%
NVDA NVIDIA CORP 3.3%
Value ($000) $5,658 Shares 13,007 Est. Cost $21.99 Unrealized +103.6%
WMT WALMART INC 3.0%
Value ($000) $5,103 Shares 31,905 Est. Cost $45.86 Unrealized +13.0%
BRK/B BERKSHIRE HATHAWAY INC SERIES B NEW 2.9%
Value ($000) $4,994 Shares 14,257 Est. Cost $308.55 Unrealized +15.0%
GOOG ALPHABET INC NON VOTING CAP STK CL C 2.9%
Value ($000) $4,928 Shares 37,378 Est. Cost $98.06 Unrealized +31.6%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $4,828 Shares 33,289 Est. Cost $128.78 Unrealized +10.5%
PEP PEPSICO INCORPORATED 2.8%
Value ($000) $4,805 Shares 28,358 Est. Cost $159.19 Unrealized +5.0%
DE DEERE & CO 2.7%
Value ($000) $4,560 Shares 12,084 Est. Cost $396.23 Unrealized +0.4%
V VISA INC CLASS A 2.6%
Value ($000) $4,399 Shares 19,124 Est. Cost $218.08 Unrealized +8.3%
HON HONEYWELL INTERNATIONAL INC 2.5%
Value ($000) $4,230 Shares 22,898 Est. Cost $176.50 Unrealized -1.5%
ITW ILLINOIS TOOL WORKS INC 2.5%
Value ($000) $4,174 Shares 18,124 Est. Cost $217.74 Unrealized +5.7%
ROK ROCKWELL AUTOMATION INC 2.4%
Value ($000) $4,004 Shares 14,005 Est. Cost $270.72 Unrealized +9.6%
SBUX STARBUCKS CORP 2.3%
Value ($000) $3,953 Shares 43,313 Est. Cost $97.00 Unrealized -4.7%
MS MORGAN STANLEY & CO 2.3%
Value ($000) $3,848 Shares 47,120 Est. Cost $84.29 Unrealized -4.7%
APD AIR PRODUCTS & CHEMICALS INC 2.2%
Value ($000) $3,697 Shares 13,046 Est. Cost $270.00 Unrealized +1.8%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $3,659 Shares 63,865 Est. Cost $70.17 Unrealized -8.2%
CL COLGATE-PALMOLIVE CO 2.0%
Value ($000) $3,414 Shares 48,009 Est. Cost $69.78 Unrealized +1.6%
NKE NIKE INC CLASS B 1.8%
Value ($000) $3,038 Shares 31,772 Est. Cost $114.16 Unrealized -13.9%
JPST JPMORGAN ETF ULTRA-SHORT INCOME 1.7%
Value ($000) $2,905 Shares 57,891 Est. Cost $50.31 Unrealized
LLY ELI LILLY & CO 1.4%
Value ($000) $2,460 Shares 4,579 Est. Cost $329.89 Unrealized +53.6%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,088 Shares 7,649 Est. Cost $230.59 Unrealized +13.4%
AGG ISHARES CORE U.S. ETF AGGREGATE BOND 1.2%
Value ($000) $2,086 Shares 22,185 Est. Cost $99.64 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,062 Shares 13,237 Est. Cost $147.89 Unrealized +3.6%
BND VANGUARD TOTAL BOND ETF MARKET 1.0%
Value ($000) $1,717 Shares 24,611 Est. Cost $73.83 Unrealized
VOO VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW 1.0%
Value ($000) $1,687 Shares 4,297 Est. Cost $376.04 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,389 Shares 8,235 Est. Cost $148.36 Unrealized -1.8%
DUK DUKE ENERGY CORP COM NEW 0.7%
Value ($000) $1,221 Shares 13,839 Est. Cost $88.07 Unrealized -5.1%
IVV ISHARES CORE S&P 500 ETF S&P 500 INDEX FD 0.7%
Value ($000) $1,138 Shares 2,651 Est. Cost $411.08 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,110 Shares 4,212 Est. Cost $250.88 Unrealized +7.4%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,089 Shares 10,581 Est. Cost $98.68 Unrealized +1.2%
ABBV ABBVIE INC 0.6%
Value ($000) $1,055 Shares 7,078 Est. Cost $138.12 Unrealized -2.0%
FNB FNB CORP PA 0.6%
Value ($000) $944 Shares 87,490 Est. Cost $12.06 Unrealized -10.0%
VTI VANGUARD TOTAL STOCK ETF MARKET ETF 0.5%
Value ($000) $935 Shares 4,401 Est. Cost $207.93 Unrealized
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $854 Shares 19,261 Est. Cost $34.65 Unrealized +19.7%
FCNCA FIRST CITIZENS BANCSHARES CLASS A 0.5%
Value ($000) $837 Shares 607 Est. Cost $1361.65 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $753 Shares 14,006 Est. Cost $44.85 Unrealized +12.2%
LQD ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD 0.4%
Value ($000) $746 Shares 7,316 Est. Cost $108.39 Unrealized
UPS UNITED PARCEL SERVICE-B 0.4%
Value ($000) $642 Shares 4,121 Est. Cost $157.81 Unrealized -3.9%
TRV TRAVELERS COS INC/ THE 0.4%
Value ($000) $629 Shares 3,853 Est. Cost $172.02 Unrealized -7.1%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $628 Shares 4,118 Est. Cost $146.67 Unrealized +6.4%
AMGN AMGEN INC 0.4%
Value ($000) $619 Shares 2,303 Est. Cost $223.83 Unrealized +3.6%
AEP AMERICAN ELECTRIC POWER INC 0.4%
Value ($000) $611 Shares 8,127 Est. Cost $82.01 Unrealized -9.3%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $608 Shares 6,298 Est. Cost $82.60 Unrealized +10.4%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $604 Shares 2,512 Est. Cost $211.28 Unrealized +9.4%
PSX PHILLIPS 66 0.3%
Value ($000) $579 Shares 4,816 Est. Cost $85.15 Unrealized +21.3%
KO COCA-COLA COMPANY 0.3%
Value ($000) $563 Shares 10,059 Est. Cost $55.41 Unrealized +0.6%
IBM INTERNATIONAL BUSINESS MACHINE CORP 0.3%
Value ($000) $557 Shares 3,970 Est. Cost $120.73 Unrealized +9.1%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $552 Shares 5,703 Est. Cost $100.00 Unrealized +0.4%
INTC INTEL CORP 0.3%
Value ($000) $528 Shares 14,841 Est. Cost $27.52 Unrealized +24.3%
VV VANGUARD LRG CAP ETF 0.3%
Value ($000) $527 Shares 2,693 Est. Cost $187.04 Unrealized
EOG EOG RESOURCES INC 0.3%
Value ($000) $512 Shares 4,038 Est. Cost $108.99 Unrealized +7.5%
CSX CSX CORP 0.3%
Value ($000) $505 Shares 16,428 Est. Cost $29.47 Unrealized +3.8%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $503 Shares 2,469 Est. Cost $189.39 Unrealized +8.8%
GD GENL DYNAMICS CORP 0.3%
Value ($000) $492 Shares 2,228 Est. Cost $217.28 Unrealized -2.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $491 Shares 1,201 Est. Cost $415.09 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $485 Shares 4,015 Est. Cost $116.39 Unrealized +1.2%
IWM ISHARES ETF RUSSELL 2000 0.3%
Value ($000) $472 Shares 2,670 Est. Cost $178.41 Unrealized
INTU INTUIT INC 0.3%
Value ($000) $471 Shares 922 Est. Cost $498.82 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $469 Shares 17,143 Est. Cost $30.50 Unrealized -8.8%
PFE PFIZER INCORPORATED 0.3%
Value ($000) $448 Shares 13,513 Est. Cost $41.14 Unrealized -25.7%
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $439 Shares 3,384 Est. Cost $121.11 Unrealized +9.8%
D DOMINION ENERGY INC 0.3%
Value ($000) $437 Shares 9,778 Est. Cost $50.58 Unrealized -12.9%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $434 Shares 13,385 Est. Cost $32.70 Unrealized -11.3%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $429 Shares 5,727 Est. Cost $74.64 Unrealized -5.3%
SO SOUTHERN COMPANY 0.2%
Value ($000) $423 Shares 6,533 Est. Cost $60.67 Unrealized +5.1%
STWD STARWOOD PROPERTY TR INC 0.2%
Value ($000) $413 Shares 21,367 Est. Cost $19.35 Unrealized
MRSH MARSH AND MC LENNAN COMPANIES INC 0.2%
Value ($000) $400 Shares 2,103 Est. Cost $184.60 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $398 Shares 3,383 Est. Cost $100.18 Unrealized +0.8%
AFL AFLAC INC 0.2%
Value ($000) $383 Shares 4,992 Est. Cost $64.27 Unrealized +9.7%
VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF 0.2%
Value ($000) $373 Shares 8,521 Est. Cost $45.17 Unrealized
HRB H & R BLOCK INC 0.2%
Value ($000) $369 Shares 8,581 Est. Cost $33.91 Unrealized +1.6%
T AT & T INC 0.2%
Value ($000) $369 Shares 24,570 Est. Cost $16.36 Unrealized -20.8%
HD HOME DEPOT INC 0.2%
Value ($000) $356 Shares 1,177 Est. Cost $302.97 Unrealized 0.0%
BLACKROCK INC 0.2%
Value ($000) $355 Shares 549 Est. Cost $646.56 Unrealized
XSD SPDR S&P SEMICONDCTR ETF 0.2%
Value ($000) $353 Shares 1,801 Est. Cost $196.01 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $352 Shares 2,440 Est. Cost $154.79 Unrealized -6.7%
TFC TRUIST FINL CORP 0.2%
Value ($000) $342 Shares 11,957 Est. Cost $37.29 Unrealized -27.2%
QTEC FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND 0.2%
Value ($000) $341 Shares 2,345 Est. Cost $130.51 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $331 Shares 1,655 Est. Cost $208.68 Unrealized 0.0%
VO VANGUARD MID CAP ETF 0.2%
Value ($000) $330 Shares 1,587 Est. Cost $208.24 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $323 Shares 7,571 Est. Cost $44.52 Unrealized -6.0%
DOV DOVER CORP COMMON 0.2%
Value ($000) $308 Shares 2,207 Est. Cost $128.01 Unrealized +9.6%
VXUS VANGUARD TOTAL INTL ETF STOCK INDEX FUND 0.2%
Value ($000) $305 Shares 5,700 Est. Cost $55.25 Unrealized
IVW ISHARES S&P 500 ETF GROWTH 0.2%
Value ($000) $302 Shares 4,411 Est. Cost $63.89 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $297 Shares 2,690 Est. Cost $148.63 Unrealized -21.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $295 Shares 3,185 Est. Cost $83.02 Unrealized +3.8%
BIIB BIOGEN INC 0.2%
Value ($000) $294 Shares 1,144 Est. Cost $267.47 Unrealized 0.0%
VWO VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF 0.2%
Value ($000) $292 Shares 7,455 Est. Cost $40.40 Unrealized
BX BLACKSTONE GROUP INC COM 0.2%
Value ($000) $290 Shares 2,707 Est. Cost $81.16 Unrealized +20.1%
IJH ISHARES CORE S&P MID ETF ETF 0.2%
Value ($000) $287 Shares 1,149 Est. Cost $249.35 Unrealized
KVUE KENVUE INC 0.2%
Value ($000) $286 Shares 14,266 Est. Cost $21.04 Unrealized 0.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $282 Shares 8,500 Est. Cost $32.44 Unrealized -6.4%
GE GENERAL ELEC CO NEW 0.2%
Value ($000) $267 Shares 2,413 Est. Cost $65.91 Unrealized +34.5%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $263 Shares 1,265 Est. Cost $214.91 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHARES CLASS A 0.2%
Value ($000) $263 Shares 855 Est. Cost $304.36 Unrealized 0.0%
IRM IRON MOUNTAIN INC 0.2%
Value ($000) $262 Shares 4,415 Est. Cost $56.32 Unrealized 0.0%
IVE ISHARES S&P500 VALUE ETF 0.2%
Value ($000) $257 Shares 1,669 Est. Cost $153.84 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $252 Shares 4,410 Est. Cost $60.95 Unrealized -9.5%
SYY SYSCO CORPORATION 0.1%
Value ($000) $249 Shares 3,773 Est. Cost $70.68 Unrealized -5.1%
CTVA CORTEVA INC 0.1%
Value ($000) $245 Shares 4,788 Est. Cost $56.38 Unrealized -8.6%
RSP INVESCO TR ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $244 Shares 1,722 Est. Cost $141.67 Unrealized
SKYY FIRST TRUST CLOUD ETF COMPUTING ETF 0.1%
Value ($000) $243 Shares 3,198 Est. Cost $193.62 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $236 Shares 1,971 Est. Cost $107.88 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $233 Shares 4,008 Est. Cost $61.02 Unrealized -10.9%
GOOGL ALPHABET INC VOTING CAP STK CL A 0.1%
Value ($000) $232 Shares 1,775 Est. Cost $128.39 Unrealized 0.0%
AMCOR PLC ORD USD 0.01 0.1%
Value ($000) $222 Shares 24,285 Est. Cost $10.14 Unrealized -14.0%
TSLA TESLA INC 0.1%
Value ($000) $221 Shares 882 Est. Cost $256.88 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $219 Shares 731 Est. Cost $299.21 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $213 Shares 1,093 Est. Cost $195.01 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $212 Shares 740 Est. Cost $272.79 Unrealized 0.0%
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $212 Shares 4,972 Est. Cost $39.36 Unrealized
ITOT ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF 0.1%
Value ($000) $206 Shares 2,192 Est. Cost $90.53 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $206 Shares 6,728 Est. Cost $30.62 Unrealized 0.0%
GSK GSK PLC ADR SPONSORED ADR NEW 0.1%
Value ($000) $205 Shares 5,666 Est. Cost $82.25 Unrealized