Point Windward Advisors Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Ulta Beauty, Inc. | $1.66M | 0.8% |
| STATE STR SPDR S&P 500 ETF T | $1.58M | 0.8% |
| REALTY INCOME CORP | $1.58M | 0.8% |
| Duke Energy Corp | $1.52M | 0.8% |
| SELECT SECTOR SPDR TR | $1.50M | 0.8% |
| TAKE TWO INTERACTIVE SOFTWARE INC | $1.45M | 0.7% |
| LENNAR CORP /NEW | $1.34M | 0.7% |
| AUTOMATIC DATA PROCESSING INC | $1.33M | 0.7% |
| THE GOLDMAN SACHS GROUP, INC. | $1.32M | 0.7% |
| SELECT SECTOR SPDR TR | $1.30M | 0.7% |
| SELECT SECTOR SPDR TR | $1.29M | 0.6% |
| PayPal Holdings, Inc. | $1.20M | 0.6% |
| Exelon Corp | $1.20M | 0.6% |
| GILEAD SCIENCES, INC. | $1.17M | 0.6% |
| QUALCOMM INC/DE | $1.16M | 0.6% |
| ABBOTT LABORATORIES | $1.12M | 0.6% |
| Workday Inc | $1.00M | 0.5% |
| Trade Desk, Inc. | $924.6K | 0.5% |
| Chubb Ltd | $782.2K | 0.4% |
| LINDE PLC | $743.6K | 0.4% |
| SPDR SERIES TRUST | $659.1K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $652.7K | 0.3% |
| Welltower, Inc. | $642.6K | 0.3% |
| SCHWAB STRATEGIC TR | $619.7K | 0.3% |
| AMGEN INC | $571.8K | 0.3% |
| ISHARES TR | $569.7K | 0.3% |
| ISHARES TR | $540.5K | 0.3% |
| INVESCO EXCH TRADED FD TR II | $536.2K | 0.3% |
| EXXON MOBIL CORP | $511.5K | 0.3% |
| SELECT SECTOR SPDR TR | $503.3K | 0.3% |
| Snowflake Inc. | $444.9K | 0.2% |
| BANK OF AMERICA CORP /DE | $432.7K | 0.2% |
| SELECT SECTOR SPDR TR | $419.2K | 0.2% |
| BLACKBERRY LTD | $374.9K | 0.2% |
| Warren E. Buffett | $358.0K | 0.2% |
| ISHARES TR | $331.0K | 0.2% |
| ISHARES TR | $303.9K | 0.2% |
| United Parcel Service Inc | $295.2K | 0.1% |
| CHEVRON CORP | $293.8K | 0.1% |
| Wynn Resorts, Limited | $253.9K | 0.1% |
| Tesla Inc | $249.1K | 0.1% |
| SERVICE CORP INTERNATIONAL | $246.0K | 0.1% |
| Howard Hughes Holdings Inc. | $242.0K | 0.1% |
| SPDR SERIES TRUST | $200.2K | 0.1% |