Tradewinds, LLC.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$99.8M
Signature - Title
Sarah Schmidt - Consultant
Location
4600 Marriot Dr., Suite 100, Raleigh, North Carolina
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 84 $99.8M +$19.3M -$93.9M -$74.6M UNH, AAPL, AMZN, JPM, V, BRKB 13F-HR 5/8/2024, 12:33 PM
Q3 2023 125 $170M +$10.6M -$3.47M +$7.16M UNH, AAPL, MSFT, PG, AMZN, NVDA 13F-HR 11/6/2023, 02:54 PM
Q2 2023 128 $170M +$4.91M -$9.76M -$4.85M AAPL, UNH, MSFT, PG, NVDA, AMZN 13F-HR 8/15/2023, 05:28 PM
Q1 2023 124 $165M UNH, AAPL, MSFT, PG, PEP, DE 13F-HR 4/6/2023, 03:50 PM
Q4 2022 36 $60.9M ATR, BIIB, AMZN, LINXXXX, MBB, IYY 13F-HR 2/8/2023, 02:57 PM
Q3 2022 106 $138M +$7.04M -$1.32M +$5.72M UNH, AAPL, MSFT, PG, AMZN, NEE 13F-HR 10/17/2022, 04:57 PM
Q2 2022 118 $147M UNH, AAPL, MSFT, PG, AMZN, NEE 13F-HR 8/15/2022, 05:42 PM
Q4 2021 30 $50.2M UNH, AAPL, JPM, BRKB, APD, JPST 13F-HR 2/5/2024, 03:40 PM