Holdings of Tradewinds, LLC.
143 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.3 % of the equity sleeve
Sector breakdown
- Technology 24.1 %
- Financials 16.9 %
- Industrials 14.1 %
- Consumer staples 9.5 %
- Consumer discretionary 9.4 %
- Communication 7.4 %
- Health care 6.9 %
- Utilities 3.0 %
- Energy 1.6 %
- Funds 0.5 %
- Materials 0.1 %
- Unattributed 6.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- GB 0.2 %
- CH 0.1 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 139 | 304.8M $ | 99.62 % |
| 2 | GB | 2 | 550.9K $ | 0.18 % |
| 3 | CH | 1 | 327.4K $ | 0.11 % |
| 4 | TW | 1 | 285.5K $ | 0.09 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 112,567 | 22.3M $ | |
| 2 | Apple Inc | 74,352 | 20.8M $ | |
| 3 | Microsoft Corp | 36,127 | 15M $ | |
| 4 | Amazon.com Inc | 53,961 | 14.5M $ | |
| 5 | Alphabet Inc | 33,743 | 12.9M $ | |
| 6 | Walmart Inc | 89,994 | 11.8M $ | |
| 7 | JPMorgan Chase & Co | 35,455 | 11.1M $ | |
| 8 | Morgan Stanley | 50,997 | 9.7M $ | |
| 9 | Baker Hughes Co | 127,157 | 8.8M $ | |
| 10 | Deere & Co | 14,881 | 8.6M $ | |
| 11 | Berkshire Hathaway Inc | 17,514 | 8.3M $ | |
| 12 | Visa Inc | 24,368 | 8M $ | |
| 13 | US Foods Holding Corp | 75,674 | 7M $ | |
| 14 | Honeywell International Inc | 32,589 | 6.9M $ | |
| 15 | Caterpillar Inc | 7,689 | 6.8M $ | |
| 16 | Eli Lilly & Co | 7,007 | 6.8M $ | |
| 17 | Alphabet Inc | 17,484 | 6.7M $ | |
| 18 | Illinois Tool Works Inc | 25,619 | 6.5M $ | |
| 19 | Republic Services Inc | 28,983 | 6M $ | |
| 20 | Blackrock Inc | 5,397 | 5.7M $ | |
| 21 | First Citizens BancShares Inc/NC | 2,623 | 5.2M $ | |
| 22 | DoorDash Inc | 27,988 | 4.9M $ | |
| 23 | UnitedHealth Group Inc | 11,730 | 4.3M $ | |
| 24 | Johnson & Johnson | 18,246 | 4.1M $ | |
| 25 | Procter & Gamble Co/The | 24,502 | 3.6M $ | |
| 26 | Duke Energy Corp | 26,305 | 3.4M $ | |
| 27 | Coherent Corp | 8,642 | 2.8M $ | |
| 28 | Broadcom Inc | 6,231 | 2.6M $ | |
| 29 | AbbVie Inc | 11,149 | 2.3M $ | |
| 30 | Exxon Mobil Corp | 14,363 | 2.2M $ | |
| 31 | Ciena Corp | 4,075 | 2.2M $ | |
| 32 | Chevron Corp | 11,183 | 2.1M $ | |
| 33 | Truist Financial Corp | 40,618 | 2.1M $ | |
| 34 | PepsiCo Inc | 10,460 | 1.6M $ | |
| 35 | FNB Corp/PA | 89,609 | 1.6M $ | |
| 36 | Cisco Systems, Inc. | 15,655 | 1.4M $ | |
| 37 | Bank of America Corp | 26,325 | 1.4M $ | |
| 38 | Bloom Energy Corp | 4,684 | 1.4M $ | |
| 39 | Coca-Cola Co/The | 17,174 | 1.3M $ | |
| 40 | Travelers Cos Inc/The | 4,251 | 1.3M $ | |
| 41 | International Business Machines Corp. | 5,409 | 1.3M $ | |
| 42 | Dominion Energy Inc | 19,376 | 1.2M $ | |
| 43 | McDonald's Corp. | 4,152 | 1.2M $ | |
| 44 | NextEra Energy Inc | 12,244 | 1.2M $ | |
| 45 | CSX Corp | 25,982 | 1.2M $ | |
| 46 | Marathon Petroleum Corp | 4,545 | 1.1M $ | |
| 47 | Southern Co/The | 11,550 | 1.1M $ | |
| 48 | American Electric Power Co Inc | 7,883 | 1.1M $ | |
| 49 | Altria Group, Inc. | 14,423 | 1.1M $ | |
| 50 | Bank of New York Mellon Corp/The | 7,844 | 1M $ | |
| 51 | Amgen Inc | 3,116 | 1M $ | |
| 52 | AT&T Inc | 36,340 | 949.2K $ | |
| 53 | Costco Wholesale Corp | 935 | 945.9K $ | |
| 54 | Meta Platforms Inc | 1,529 | 930.8K $ | |
| 55 | Philip Morris International Inc. | 5,579 | 928.3K $ | |
| 56 | Emerson Electric Co. | 6,733 | 925.5K $ | |
| 57 | FIRST CITIZENS BANCSHARES INC/NC | 550 | 897.7K $ | |
| 58 | Phillips 66 | 4,838 | 852.5K $ | |
| 59 | Wells Fargo & Co | 10,540 | 851.8K $ | |
| 60 | Merck & Co Inc | 7,287 | 817.3K $ | |
| 61 | Verizon Communications Inc | 16,479 | 792.8K $ | |
| 62 | RTX Corp | 4,400 | 765.6K $ | |
| 63 | Union Pacific Corp | 2,864 | 762.7K $ | |
| 64 | Home Depot Inc/The | 2,235 | 723.9K $ | |
| 65 | Waste Management Inc | 3,108 | 711.1K $ | |
| 66 | Intel Corp | 7,061 | 703.4K $ | |
| 67 | Micron Technology Inc | 1,181 | 640.4K $ | |
| 68 | Applied Materials Inc | 1,602 | 623.3K $ | |
| 69 | Corning Inc | 3,821 | 604.7K $ | |
| 70 | Aflac Inc | 5,236 | 591K $ | |
| 71 | Gilead Sciences Inc | 4,436 | 584K $ | |
| 72 | General Dynamics Corp | 1,632 | 564.4K $ | |
| 73 | Starbucks Corp | 5,143 | 544.7K $ | |
| 74 | iShares Russell 1000 Growth ETF | 3,972 | 476.8K $ | |
| 75 | Vanguard Total International S | 5,665 | 470K $ | |
| 76 | iShares Trust | 3,493 | 456.1K $ | |
| 77 | Vanguard Total Bond Market ETF | 6,204 | 455.1K $ | |
| 78 | iShares Core S&P Mid-Cap ETF | 6,059 | 441.2K $ | |
| 79 | iShares Russell 2000 ETF | 1,561 | 436K $ | |
| 80 | iShares Core MSCI Total International Stock ETF | 4,575 | 426.5K $ | |
| 81 | Vanguard FTSE Developed Markets ETF | 5,767 | 396.3K $ | |
| 82 | Vanguard World Fund | 1,363 | 369.8K $ | |
| 83 | Consolidated Edison Inc | 3,205 | 354.1K $ | |
| 84 | Rockwell Automation Inc | 861 | 351K $ | |
| 85 | Valero Energy Corp | 1,404 | 346.6K $ | |
| 86 | PPG Industries Inc | 3,214 | 345.5K $ | |
| 87 | Cleveland-Cliffs Inc | 32,725 | 343.9K $ | |
| 88 | Blackstone Inc | 2,732 | 342K $ | |
| 89 | Texas Instruments Inc | 1,203 | 338.1K $ | |
| 90 | Qnity Electronics Inc | 2,345 | 336.1K $ | |
| 91 | Leidos Holdings Inc | 2,200 | 328.3K $ | |
| 92 | 3M Co | 2,298 | 327.5K $ | |
| 93 | ABB Ltd | 3,242 | 327.4K $ | |
| 94 | BP PLC | 7,022 | 325.9K $ | |
| 95 | Oracle Corp | 1,873 | 321.9K $ | |
| 96 | Bristol-Myers Squibb Co | 5,504 | 320.5K $ | |
| 97 | Dell Technologies Inc | 1,514 | 318.2K $ | |
| 98 | Constellation Energy Corp. | 1,023 | 314.9K $ | |
| 99 | Norfolk Southern Corp | 994 | 314K $ | |
| 100 | Vanguard Index Funds | 1,295 | 300K $ | |