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| Tradewinds LLC
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|---|---|
| CRD # | 316415 |
| SEC # | 801-122614 |
| CIK # | 0001932342 |
| AUM | $659.4 M (2026-03-13) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 984-257-9091 |
| Address | 4600 Marriott Dr Raleigh, NC 27612 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001932342 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 22.3 | ||
| Apple Inc | 20.8 | ||
| Microsoft Corp | 15.0 | ||
| Amazon Com Inc | 14.5 | ||
| Alphabet Inc | 12.9 | ||
| Wal Mart Stores Inc | 11.8 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Morgan Stanley | 9.7 | ||
| Baker Hughes A GE Co | 8.8 | ||
| Deere & Co | 8.6 | ||
| Visa Inc | 8.0 | ||
| US Foods Holding Corp | 7.0 | ||
| Honeywell International Inc | 6.9 | ||
| Caterpillar Inc | 6.8 | ||
| Lilly Eli & Co | 6.8 | ||
| Alphabet Inc | 6.7 | ||
| Illinois Tool Works Inc | 6.5 | ||
| Republic Services Inc | 6.0 | ||
| BlackRock Inc | 5.7 | ||
| First Citizens Bancshares Inc /DE/ | 5.2 | ||
| Doordash Inc | 4.9 | ||
| UnitedHealth Group Inc | 4.3 | ||
| Johnson & Johnson | 4.1 | ||
| Procter & Gamble Co | 3.6 | ||
| Duke Energy Corp | 3.4 | ||
| II-VI Inc | 2.8 | ||
| Broadcom Inc | 2.6 | ||
| AbbVie Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 117.1 |
| (b) Individuals (high net worth individuals) | 167 | 518.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 14.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,672 | 659.4 |
| By Discretionary | ||
| Discretionary | 1,672 | 659.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,672 | 659.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 659.4 | |
| Total | 1,672 | 659.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001932342] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Banorte Asset Management Inc
✚
|
TX | 0.7 |
|
Williams & Associates Inc
✚
|
MD | 0.7 |
|
Riverwater Partners LLC
✚
|
WI | 0.7 |
|
Holderness Investments Co
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|
NC | 0.7 |
|
St James Investment Company LLC
✚
|
TX | 0.7 |
|
Betterwealth LLC
✚
|
CA | 0.7 |
|
Buttonwood Financial Group LLC
✚
|
MO | 0.7 |
|
Aries Wealth Management LLC
✚
|
ME | 0.7 |
|
Aspen Wealth Management LLC
✚
|
TX | 0.7 |
|
Arbor Wealth Advisors LLC
✚
|
MI | 0.7 |