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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GS +3,667+$1,532
LLY +391+$304
META +588+$286
ANET +874+$253
JPM +1,156+$232
ELF +1,142+$224
GIC +5,013+$224
NVO +1,731+$222
NFLX +359+$218
ILCG +2,850+$215
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
CRWD -1,302-$332
SHAK -4,250-$315
TSLA -1,229-$305
IGV -568-$230
STZ -946-$229
AMPH -3,507-$217
FULT -11,914-$196
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SCHV +10,092+$1,081
PZA +8,623+$189
FLMI +8,508+$221
SCHF +7,590+$575
PNC +7,171+$1,264
VEA +6,234+$546
SCHG +5,884+$1,342
VMBS +5,547+$210
MSFT +4,861+$3,419
BLV +4,852+$221
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VUSB -21,140-$1,043
SBUX -7,967-$806
AAPL -6,970-$2,210
PCAR -3,291+$167
VNQ -2,955-$336
ADPT -2,447-$99
IR -1,436+$246
SHOP -1,372-$109
SCHA -1,216-$40
Leeward Financial Partners LLC Info
Size ($ in 1000's)
At 03/31/2024: $236,410
At 12/31/2023: $207,057

Leeward Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leeward Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Leeward Financial Partners LLC
As of  03/31/2024, we find all stocks held by Leeward Financial Partners LLC to be as follows, presented in the table below with each row detailing each Leeward Financial Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Leeward Financial Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Leeward Financial Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MICROSOFT CORP 35,610 +4,861 $14,982
     MSFT35,610+4,861$14,982
VANGUARD INDEX FDS (VTV) 78,209 +4,334 $12,737
     VTV78,209+4,334$12,737
VANGUARD INDEX FDS (VUG) 36,844 -33 $12,682
     VUG36,844-33$12,682
VANGUARD WORLD FD (VGT) 23,487 +1,209 $12,315
     VGT23,487+1,209$12,315
VANGUARD INDEX FDS (VV) 43,396 +2,507 $10,405
     VV43,396+2,507$10,405
AMAZON COM INC 50,705 +2,841 $9,146
     AMZN50,705+2,841$9,146
SCHWAB STRATEGIC TR 87,463 +5,884 $8,110
     SCHG87,463+5,884$8,110
APPLE INC 41,225 -6,970 $7,069
     AAPL41,225-6,970$7,069
VANGUARD INDEX FDS (VB) 30,074 +2,405 $6,875
     VB30,074+2,405$6,875
VANGUARD INDEX FDS (VBR) 30,796 +3,908 $5,909
     VBR30,796+3,908$5,909
EATON CORP PLC 18,395 +1,011 $5,752
     ETN18,395+1,011$5,752
SCHWAB STRATEGIC TR 143,083 +7,590 $5,583
     SCHF143,083+7,590$5,583
VANGUARD TAX MANAGED FDS (VEA) 109,213 +6,234 $5,479
     VEA109,213+6,234$5,479
SCHWAB STRATEGIC TR 63,463 +10,092 $4,822
     SCHV63,463+10,092$4,822
VANGUARD INDEX FDS (VBK) 18,458 +2,650 $4,812
     VBK18,458+2,650$4,812
ALPHABET INC 30,576 -591 $4,615
     GOOGL30,576-591$4,615
UNITEDHEALTH GROUP INC 9,328 +2,878 $4,615
     UNH9,328+2,878$4,615
VANGUARD BD INDEX FDS (BLV) 62,481 +4,852 $4,519
     BLV62,481+4,852$4,519
NVIDIA CORPORATION 4,540 -175 $4,102
     NVDA4,540-175$4,102
HOME DEPOT INC 10,431 +711 $4,001
     HD10,431+711$4,001
VISA INC 13,782 +739 $3,846
     V13,782+739$3,846
PNC FINL SVCS GROUP INC 22,678 +7,171 $3,665
     PNC22,678+7,171$3,665
VERTEX PHARMACEUTICALS INC 8,686 +127 $3,631
     VRTX8,686+127$3,631
ECOLAB INC 15,701 +1,944 $3,625
     ECL15,701+1,944$3,625
VANGUARD BD INDEX FDS (BIV) 47,369 +4,759 $3,572
     BIV47,369+4,759$3,572
VANGUARD INDEX FDS (VNQ) 39,834 -2,955 $3,445
     VNQ39,834-2,955$3,445
ADOBE INC 6,573 +349 $3,317
     ADBE6,573+349$3,317
ISHARES TR (MUB) 28,111 +2,806 $3,025
     MUB28,111+2,806$3,025
ISHARES TR (IVV) 5,540 +141 $2,913
     IVV5,540+141$2,913
VANGUARD SCOTTSDALE FDS (VMBS) 62,869 +5,547 $2,867
     VMBS62,869+5,547$2,867
VANGUARD SPECIALIZED FUNDS (VIG) 15,549 UNCH $2,839
     VIG15,549UNCH$2,839
SPDR S&P 500 ETF TR (SPY) 5,214 UNCH $2,727
     SPY5,214UNCH$2,727
VANGUARD BD INDEX FDS (BND) 33,323 +401 $2,420
     BND33,323+401$2,420
PACCAR INC 18,603 -3,291 $2,305
     PCAR18,603-3,291$2,305
ISHARES TR (IYW) 15,302 UNCH $2,067
     IYW15,302UNCH$2,067
VANGUARD BD INDEX FDS (BSV) 26,485 -220 $2,031
     BSV26,485-220$2,031
SERVICENOW INC 2,574 +118 $1,962
     NOW2,574+118$1,962
ILLINOIS TOOL WKS INC 7,195 -27 $1,931
     ITW7,195-27$1,931
INGERSOLL RAND INC 20,288 -1,436 $1,926
     IR20,288-1,436$1,926
GALLAGHER ARTHUR J & CO 7,550 +519 $1,888
     AJG7,550+519$1,888
ISHARES TR (USHY) 46,003 +3,537 $1,683
     USHY46,003+3,537$1,683
VANGUARD SCOTTSDALE FDS (VCIT) 20,633 +278 $1,661
     VCIT20,633+278$1,661
WORKDAY INC 5,775 +801 $1,575
     WDAY5,775+801$1,575
SSGA ACTIVE ETF TR (TOTL) 39,302 +1,000 $1,574
     TOTL39,302+1,000$1,574
GOLDMAN SACHS GROUP INC 3,667 +3,667 $1,532
     GS3,667+3,667$1,532
FRANKLIN TEMPLETON ETF TR (FLMI) 55,191 +8,508 $1,354
     FLMI55,191+8,508$1,354
INVESCO EXCH TRADED FD TR II (PZA) 54,859 +8,623 $1,307
     PZA54,859+8,623$1,307
VANGUARD MUN BD FDS (VTEB) 25,733 +4,094 $1,302
     VTEB25,733+4,094$1,302
BOEING CO 6,456 +4,567 $1,246
     BA6,456+4,567$1,246
VANGUARD BD INDEX FDS (VUSB) 23,026 -21,140 $1,141
     VUSB23,026-21,140$1,141
SCHWAB STRATEGIC TR 21,330 UNCH $1,113
     SCHP21,330UNCH$1,113
MARRIOTT INTL INC NEW 4,130 +49 $1,042
     MAR4,130+49$1,042
SPDR SER TR (SPTM) 15,921 +51 $1,021
     SPTM15,921+51$1,021
VANGUARD MALVERN FDS (VTIP) 18,450 UNCH $884
     VTIP18,450UNCH$884
STARBUCKS CORP 8,852 -7,967 $809
     SBUX8,852-7,967$809
COSTCO WHSL CORP NEW 1,097 +198 $803
     COST1,097+198$803
AXON ENTERPRISE INC 2,477 +1,606 $775
     AXON2,477+1,606$775
ISHARES TR (HYG) 7,964 +108 $619
     HYG7,964+108$619
MONSTER BEVERAGE CORP NEW 8,848 -446 $525
     MNST8,848-446$525
FRANKLIN RESOURCES INC 18,438 UNCH $518
     BEN18,438UNCH$518
BERKSHIRE HATHAWAY INC DEL      $513
     BRK.B1,219-190$513
SCHWAB STRATEGIC TR 6,249 -28 $509
     SCHM6,249-28$509
VANGUARD INDEX FDS (VOO) 894 UNCH $430
     VOO894UNCH$430
REGAL REXNORD CORPORATION 2,362 UNCH $425
     RRX2,362UNCH$425
SCHWAB STRATEGIC TR 8,527 -1,216 $420
     SCHA8,527-1,216$420
AUTOMATIC DATA PROCESSING IN 1,450 -230 $362
     ADP1,450-230$362
INVESCO QQQ TR 785 -27 $349
     QQQ785-27$349
CHIPOTLE MEXICAN GRILL INC 117 +12 $340
     CMG117+12$340
LOWES COS INC 1,283 -268 $327
     LOW1,283-268$327
ARK ETF TR (ARKK) 6,184 +558 $310
     ARKK6,184+558$310
VANGUARD INDEX FDS (VTI) 1,190 -110 $309
     VTI1,190-110$309
ELI LILLY & CO 391 +391 $304
     LLY391+391$304
ISHARES TR (IWY) 1,504 UNCH $293
     IWY1,504UNCH$293
VANECK ETF TRUST (SMH) 1,304 -382 $293
     SMH1,304-382$293
META PLATFORMS INC 588 +588 $286
     META588+588$286
DIMENSIONAL ETF TRUST (DFUV) 6,805 UNCH $278
     DFUV6,805UNCH$278
DECKERS OUTDOOR CORP 294 -58 $277
     DECK294-58$277
DONALDSON INC 3,482 UNCH $260
     DCI3,482UNCH$260
FORTINET INC 3,751 -198 $256
     FTNT3,751-198$256
ARISTA NETWORKS INC 874 +874 $253
     ANET874+874$253
PALANTIR TECHNOLOGIES INC 10,431 UNCH $240
     PLTR10,431UNCH$240
JPMORGAN CHASE & CO 1,156 +1,156 $232
     JPM1,156+1,156$232
SHOPIFY INC 2,995 -1,372 $231
     SHOP2,995-1,372$231
E L F BEAUTY INC 1,142 +1,142 $224
     ELF1,142+1,142$224
GLOBAL INDUSTRIAL COMPANY 5,013 +5,013 $224
     GIC5,013+5,013$224
NOVO NORDISK A S 1,731 +1,731 $222
     NVO1,731+1,731$222
NETFLIX INC 359 +359 $218
     NFLX359+359$218
ISHARES TR (ILCG) 2,850 +2,850 $215
     ILCG2,850+2,850$215
BROADCOM INC 160 +160 $212
     AVGO160+160$212
MCDONALDS CORP 750 -5 $211
     MCD750-5$211
BLUE OWL CAPITAL INC 10,862 +10,862 $205
     OWL10,862+10,862$205
ADAPTIVE BIOTECHNOLOGIES COR 51,650 -2,447 $166
     ADPT51,650-2,447$166
AMPHASTAR PHARMACEUTICALS IN $0 (exited)
     AMPH0-3,507$0
CROWDSTRIKE HLDGS INC $0 (exited)
     CRWD0-1,302$0
FULTON FINL CORP PA $0 (exited)
     FULT0-11,914$0
ISHARES TR $0 (exited)
     IGV0-568$0
SHAKE SHACK INC $0 (exited)
     SHAK0-4,250$0
CONSTELLATION BRANDS INC $0 (exited)
     STZ0-946$0
TESLA INC 0 -1,229 $0 (exited)
     TSLA0-1,229$0

See Summary: Leeward Financial Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Leeward Financial Partners LLC

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