TRADEWINDS, LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMC | 2K | $325.90K |
 | DGX | 2K | $306.48K |
 | ORCL | 1K | $415.41K |
 | ICE | 1K | $247.67K |
 | META | 1K | $1.04M |
 | VLO | 1K | $239.04K |
 | SHOP | 1K | $205.08K |
 | AMAT | 1K | $272.51K |
 | MU | 1K | $213.67K |
 | ZS | 1K | $373.98K |
 | TXN | 1K | $221.58K |
 | DHR | 1K | $216.70K |
 | TEL | 1K | $233.36K |
 | NSC | 1K | $315.87K |
 | CEG | 1K | $343.23K |
 | GE | 1K | $310.00K |
 | NET | 1K | $216.31K |
 | AXP | 1K | $334.49K |
 | ROK | 988 | $345.43K |
 | CI | 975 | $281.04K |
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$325.90K
Quest Diagnostics Incorporated
DGX
Shares Held
2K
Value
$306.48K
Oracle Corporation
ORCL
Shares Held
1K
Value
$415.41K
Intercontinental Exchange, Inc.
ICE
Shares Held
1K
Value
$247.67K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.04M
Valero Energy Corporation
VLO
Shares Held
1K
Value
$239.04K
Shopify Inc.
SHOP
Shares Held
1K
Value
$205.08K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$272.51K
Micron Technology, Inc.
MU
Shares Held
1K
Value
$213.67K
Zscaler, Inc.
ZS
Shares Held
1K
Value
$373.98K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$221.58K
Danaher Corporation
DHR
Shares Held
1K
Value
$216.70K
TE Connectivity Ltd.
TEL
Shares Held
1K
Value
$233.36K
Norfolk Southern Corporation
NSC
Shares Held
1K
Value
$315.87K
Constellation Energy Corporation
CEG
Shares Held
1K
Value
$343.23K
GE Aerospace
GE
Shares Held
1K
Value
$310.00K
Cloudflare, Inc.
NET
Shares Held
1K
Value
$216.31K
American Express Company
AXP
Shares Held
1K
Value
$334.49K
Rockwell Automation, Inc.
ROK
Shares Held
988
Value
$345.43K
Cigna Corporation
CI
Shares Held
975
Value
$281.04K