| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 9 | Q2 2024 | 8.0% |
| UNITEDHEALTH GRP INC | 8 | Q2 2024 | 13.5% |
| APPLE INC | 8 | Q2 2024 | 12.3% |
| NVIDIA CORPORATION | 8 | Q2 2024 | 6.8% |
| BERKSHIRE HATHAWAY INC SERIES B NEW | 8 | Q2 2024 | 6.1% |
| JPMORGAN CHASE & CO. | 8 | Q2 2024 | 6.8% |
| ALPHABET INC NON VOTING CAP STK CL C | 8 | Q2 2024 | 6.3% |
| VISA INC CLASS A | 8 | Q2 2024 | 5.9% |
| NEXTERA ENERGY INC | 8 | Q2 2024 | 3.2% |
| J P MORGAN EXCHANGE TRADED F | 8 | Q2 2024 | 3.2% |
View Tradewinds, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-15 |
View Tradewinds, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.