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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 : 3     View All Holdings Currently Viewing:  Unchanged 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 36 - $320.45 $447,000 1,434 0.19% 81,000 0 0.001    General Building Mate...
   (RMD)1 Year Chart         RMD ResMed Inc 44 - $216.84 $258,000 1,500 0.11% 36,000 0 0.001    Medical Appliances & ...
   (EMR)1 Year Chart         EMR Emerson Electric Co 46 - $115.59 $234,000 2,400 0.1% 2,000 0 0    Industrial Electrical...

      3 Records Found
  1    
Page 1 of 1
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