06/30/2022
Top Buys (13F)
- Name% Change
- UNH UnitedHealth Group ... 7.43%
- AAPL Apple Inc 5.05%
- MSFT Microsoft Corp. 4.83%
- PG Procter & Gamble Co... 3.85%
- AMZN Amazon.com Inc. 3.05%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- UNH UnitedHealth Group Inc. 7.43%
- AAPL Apple Inc 5.05%
- MSFT Microsoft Corp. 4.83%
- PG Procter & Gamble Co. (OH) (... 3.85%
- AMZN Amazon.com Inc. 3.05%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for TRADEWINDS, LLC.
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 6.3% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
TRADEWINDS, LLC4600 MARRIOTT DR. SUITE 100
RALEIGH NC 27612
Country: United States
Business Phone: 919-571-2833
Fax:
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NC |
| Number of employees: | 5 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management |
| Amount of client funds and securities: | 25,004,600 |
| Total Number of Clients: | 209 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
