Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $265,052 (100.0% shares, 0.0% debt)

Holdings (85)

MSFT MICROSOFT CORP 6.6%
Value ($000) $17,386 Shares 40,404 Est. Cost $324.68 Unrealized +30.3%
VUG VANGUARD INDEX FDS 6.2%
Value ($000) $16,549 Shares 43,103 Est. Cost $312.39 Unrealized
VGT VANGUARD WORLD FD 5.9%
Value ($000) $15,713 Shares 26,790 Est. Cost $467.01 Unrealized
VTV VANGUARD INDEX FDS 5.1%
Value ($000) $13,561 Shares 77,682 Est. Cost $142.66 Unrealized
VV VANGUARD INDEX FDS 4.5%
Value ($000) $11,841 Shares 44,975 Est. Cost $201.68 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $10,517 Shares 45,139 Est. Cost $160.69 Unrealized +38.1%
SCHG SCHWAB STRATEGIC TR 3.7%
Value ($000) $9,751 Shares 93,601 Est. Cost $81.17 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $9,335 Shares 50,097 Est. Cost $129.89 Unrealized +40.5%
VB VANGUARD INDEX FDS 2.9%
Value ($000) $7,598 Shares 32,029 Est. Cost $217.13 Unrealized
VBR VANGUARD INDEX FDS 2.6%
Value ($000) $6,918 Shares 34,457 Est. Cost $181.38 Unrealized
ETN EATON CORP PLC 2.6%
Value ($000) $6,883 Shares 20,766 Est. Cost $178.63 Unrealized +68.6%
SCHF SCHWAB STRATEGIC TR 2.3%
Value ($000) $6,153 Shares 149,632 Est. Cost $37.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.3%
Value ($000) $6,135 Shares 116,180 Est. Cost $50.17 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $5,755 Shares 47,393 Est. Cost $93.90 Unrealized +25.7%
VBK VANGUARD INDEX FDS 2.1%
Value ($000) $5,565 Shares 20,815 Est. Cost $239.32 Unrealized
GOOGL ALPHABET INC 2.0%
Value ($000) $5,353 Shares 32,274 Est. Cost $115.87 Unrealized +43.9%
BLV VANGUARD BD INDEX FDS 1.8%
Value ($000) $4,868 Shares 64,756 Est. Cost $72.36 Unrealized
ADBE ADOBE INC 1.7%
Value ($000) $4,518 Shares 8,726 Est. Cost $496.79 Unrealized +10.4%
ECL ECOLAB INC 1.7%
Value ($000) $4,473 Shares 17,518 Est. Cost $185.30 Unrealized +30.1%
SCHV SCHWAB STRATEGIC TR 1.7%
Value ($000) $4,457 Shares 55,459 Est. Cost $70.93 Unrealized
BIV VANGUARD BD INDEX FDS 1.7%
Value ($000) $4,436 Shares 56,605 Est. Cost $74.74 Unrealized
GS GOLDMAN SACHS GROUP INC 1.6%
Value ($000) $4,202 Shares 8,488 Est. Cost $402.94 Unrealized +17.9%
V VISA INC 1.5%
Value ($000) $4,017 Shares 14,608 Est. Cost $217.53 Unrealized +23.1%
LLY ELI LILLY & CO 1.4%
Value ($000) $3,745 Shares 4,227 Est. Cost $786.39 Unrealized +13.2%
IVV ISHARES TR 1.4%
Value ($000) $3,733 Shares 6,471 Est. Cost $482.14 Unrealized
NFLX NETFLIX INC 1.3%
Value ($000) $3,509 Shares 4,947 Est. Cost $62.16 Unrealized +7.6%
MUB ISHARES TR 1.2%
Value ($000) $3,216 Shares 29,602 Est. Cost $109.89 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $3,152 Shares 66,765 Est. Cost $48.47 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.2%
Value ($000) $3,079 Shares 15,548 Est. Cost $171.76 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,992 Shares 5,214 Est. Cost $475.00 Unrealized
VRT VERTIV HOLDINGS CO 1.1%
Value ($000) $2,991 Shares 30,067 Est. Cost $90.74 Unrealized -8.8%
AVGO BROADCOM INC 1.1%
Value ($000) $2,939 Shares 17,035 Est. Cost $156.02 Unrealized +1.3%
NOW SERVICENOW INC 1.1%
Value ($000) $2,875 Shares 3,215 Est. Cost $123.38 Unrealized +33.3%
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,690 Shares 35,814 Est. Cost $80.46 Unrealized
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,595 Shares 14,039 Est. Cost $127.82 Unrealized +31.0%
IYW ISHARES TR 0.9%
Value ($000) $2,320 Shares 15,302 Est. Cost $114.62 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $2,313 Shares 8,221 Est. Cost $191.81 Unrealized +45.2%
BSV VANGUARD BD INDEX FDS 0.8%
Value ($000) $2,090 Shares 26,559 Est. Cost $79.79 Unrealized
USHY ISHARES TR 0.7%
Value ($000) $1,824 Shares 48,442 Est. Cost $35.47 Unrealized
PCAR PACCAR INC 0.7%
Value ($000) $1,755 Shares 17,780 Est. Cost $57.18 Unrealized +61.3%
TOTL SSGA ACTIVE ETF TR 0.7%
Value ($000) $1,737 Shares 41,955 Est. Cost $40.37 Unrealized
WDAY WORKDAY INC 0.6%
Value ($000) $1,657 Shares 6,780 Est. Cost $243.79 Unrealized -3.1%
FLMI FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $1,524 Shares 60,936 Est. Cost $24.00 Unrealized
ULTA ULTA BEAUTY INC 0.6%
Value ($000) $1,469 Shares 3,776 Est. Cost $404.91 Unrealized -7.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,454 Shares 2,486 Est. Cost $452.64 Unrealized +21.1%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,436 Shares 17,141 Est. Cost $87.87 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $1,416 Shares 27,709 Est. Cost $50.13 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,405 Shares 58,177 Est. Cost $23.56 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,382 Shares 1,559 Est. Cost $637.53 Unrealized +35.2%
VUSB VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,252 Shares 25,077 Est. Cost $49.38 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $1,123 Shares 16,029 Est. Cost $58.44 Unrealized
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,110 Shares 20,690 Est. Cost $62.87 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $1,027 Shares 4,130 Est. Cost $152.72 Unrealized +50.5%
BA BOEING CO 0.4%
Value ($000) $1,009 Shares 6,639 Est. Cost $205.26 Unrealized -16.5%
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $990 Shares 2,477 Est. Cost $259.43 Unrealized +32.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $944 Shares 9,684 Est. Cost $94.46 Unrealized -12.3%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $936 Shares 2,012 Est. Cost $340.14 Unrealized +41.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $561 Shares 1,219 Est. Cost $298.72 Unrealized +48.0%
HYG ISHARES TR 0.2%
Value ($000) $547 Shares 6,813 Est. Cost $82.38 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $487 Shares 924 Est. Cost $527.51 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $484 Shares 991 Est. Cost $322.70 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $442 Shares 7,669 Est. Cost $59.96 Unrealized -7.7%
HD HOME DEPOT INC 0.2%
Value ($000) $436 Shares 1,077 Est. Cost $285.75 Unrealized +23.4%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $404 Shares 4,151 Est. Cost $83.47 Unrealized
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $392 Shares 2,362 Est. Cost $126.16 Unrealized +22.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $388 Shares 10,431 Est. Cost $7.93 Unrealized +287.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $358 Shares 1,293 Est. Cost $228.99 Unrealized +10.7%
LOW LOWES COS INC 0.1%
Value ($000) $345 Shares 1,273 Est. Cost $194.73 Unrealized +21.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $337 Shares 1,190 Est. Cost $238.47 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $335 Shares 874 Est. Cost $291.47 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $329 Shares 1,341 Est. Cost $216.17 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $315 Shares 551 Est. Cost $444.09 Unrealized +15.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $304 Shares 1,158 Est. Cost $214.64 Unrealized +10.6%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $299 Shares 1,878 Est. Cost $144.85 Unrealized +5.3%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $284 Shares 6,805 Est. Cost $37.22 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $264 Shares 51,650 Est. Cost $30.65 Unrealized -85.8%
DCI DONALDSON INC 0.1%
Value ($000) $257 Shares 3,482 Est. Cost $59.95 Unrealized +17.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $243 Shares 3,028 Est. Cost $60.73 Unrealized +13.7%
IR INGERSOLL RAND INC 0.1%
Value ($000) $240 Shares 2,440 Est. Cost $66.47 Unrealized +39.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $232 Shares 287 Est. Cost $710.77 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $231 Shares 1,660 Est. Cost $29.56 Unrealized +3.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $228 Shares 750 Est. Cost $266.70 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $219 Shares 4,243 Est. Cost $47.24 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $215 Shares 1,697 Est. Cost $114.81 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $203 Shares 789 Est. Cost $240.22 Unrealized 0.0%