Tradewinds, LLC.
RIA/Wealth
Tradewinds, LLC. is a RIA/Wealth based in Raleigh, NC led by Timothy M. Whitney, reporting $560.2M in AUM as of Q3 2025 with NVDA as the largest holding (7% allocation).
CEOTimothy M. Whitney
- Portfolio Value
- $410.2M
- Positions
- 208
- Top Holding
- NVDA at 6.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tradewinds, LLC.'s portfolio (36.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $28.0M | 6.82% | +$27.7M Bought | 0.00% 149.9K shares | |
Software - Infrastructure Technology | $20.4M | 4.97% | +$19.7M Bought | 0.00% 39.4K shares | |
Consumer Electronics Technology | $20.4M | 4.96% | +$19.7M Bought | 0.00% 80.0K shares | |
Banks - Diversified Financial Services | $12.9M | 3.15% | +$12.9M Bought | 0.00% 41.0K shares | |
Specialty Retail Consumer Cyclical | $12.7M | 3.10% | +$11.4M Bought | 0.00% 58.0K shares | |
ETF ETF | $12.3M | 3.00% | +$12.3M Bought | — 266.8K shares | |
Discount Stores Consumer Defensive | $11.1M | 2.70% | +$11.1M Bought | 0.00% 107.5K shares | |
Internet Content & Information Communication Services | $11.0M | 2.68% | +$10.5M Bought | 0.00% 45.1K shares | |
ETF ETF | $10.0M | 2.43% | +$10.0M Bought | — 196.3K shares | |
Financial - Capital Markets Financial Services | $9.8M | 2.38% | +$9.8M Bought | 0.00% 61.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tradewinds, LLC.'s latest filing
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Analytics
Portfolio insights and performance metrics for Tradewinds, LLC.
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