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  Name: Windward Private Wealth Management Inc.
  City: OVERLAND PARK
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $238,535,000
  Total Value Change : $17,491,000
  Securities Held Change : 1
   
All Securities Held : 48
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 19
  Unchanged Positions : 3
  Decreased Positions : 22

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 38 New $90.79 $327,000 3,472 0.14% 327,000 3,472 0    Closed - End Fund - E...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 41 New $24.83 $286,000 11,155 0.12% 286,000 11,155 0.001    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 47 New $414.74 $208,000 552 0.09% 208,000 552 0    Application Software
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 48 New $48.66 $206,000 4,173 0.09% 206,000 4,173 0.001    N/A

      4 Records Found
  1    
Page 1 of 1
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