Copperwynd Financial, LLC Purchases in Q4 2024

Copperwynd Financial, LLC

  • $361 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
43.9K
New
$233.76 - $261.58 $10.3M - $11.5M
43.9K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
19.5K
+ 719.22%
$213.65 - $479.86 $4.17M - $9.36M
22.2K $8.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
21.2K
New
$174.22 - $187.62 $3.7M - $3.98M
21.2K $3.72M
HYG
Ishares Tr

ETFs
34.6K
New
$78.09 - $80.04 $2.7M - $2.77M
34.6K $2.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.76K
+ 5.34%
$481.22 - $538.17 $1.33M - $1.49M
54.5K $27.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.63K
+ 3.86%
$316.94 - $357.88 $832K - $940K
70.6K $24.2M
IWM
Ishares Russell 2000 ETF

ETFs
10.2K
+ 874.79%
$216.13 - $242.4 $2.21M - $2.48M
11.4K $2.52M
AAPL
Apple Inc.

Technology
5.72K
+ 12.92%
$221.69 - $259.02 $1.27M - $1.48M
50K $12.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.5K
+ 4.72%
$311.11 - $335.64 $1.09M - $1.18M
77.7K $25M
NFLX
Netflix Inc

Communication Services
1.37K
+ 77.17%
$687.65 - $936.56 $943K - $1.28M
3.15K $2.81M
ABBV
Abb Vie Inc.

Healthcare
7.16K
New
$164.99 - $203.87 $1.18M - $1.46M
7.16K $1.27M
AVGO
Broadcom Inc.

Technology
995
+ 5.73%
$159.67 - $250.0 $159K - $249K
18.4K $4.25M
MSFT
Microsoft Corp

Technology
3.1K
+ 34.63%
$406.35 - $454.46 $1.26M - $1.41M
12K $5.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.94K
+ 145.72%
$126.68 - $134.74 $1.13M - $1.2M
15.1K $1.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.55K
+ 7.26%
$521.84 - $558.82 $807K - $864K
22.9K $12.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.29K
+ 6.87%
$570.51 - $610.59 $738K - $790K
20.1K $11.8M
ABT
Abbott Laboratories

Healthcare
7.18K
+ 76.6%
$111.93 - $119.39 $804K - $857K
16.6K $1.87M
AMAT
Applied Materials Inc

Technology
4.48K
New
$161.44 - $213.89 $723K - $958K
4.48K $728K
CBRE
Cbre Group, Inc.

Real Estate
5.35K
New
$119.22 - $140.71 $638K - $753K
5.35K $702K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20.8K
New
$31.24 - $37.15 $648K - $771K
20.8K $666K
AMZN
Amazon Com Inc

Consumer Cyclical
465
+ 3.1%
$180.88 - $232.93 $84.1K - $108K
15.5K $3.39M
VTV
Vanguard Value ETF

ETFs
6.72K
+ 5.81%
$168.32 - $181.87 $1.13M - $1.22M
123K $20.7M
CPRT
Copart Inc

Consumer Cyclical
3.81K
+ 8.19%
$51.36 - $63.8 $196K - $243K
50.3K $2.89M
ARCC
Ares Capital Corp

Financial Services
12.8K
+ 8.68%
$20.74 - $22.27 $265K - $285K
160K $3.51M
XOM
Exxon Mobil Corp

Energy
3.64K
+ 167.11%
$105.51 - $125.37 $384K - $456K
5.82K $625K
SHOP
Shopify Inc.

Technology
9
+ 0.06%
$78.14 - $119.49 $703 - $1.08K
13.9K $1.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
121K
+ 110.72%
$25.33 - $51.16 $3.07M - $6.2M
231K $5.97M
META
Meta Platforms, Inc.

Communication Services
295
+ 3.78%
$554.08 - $632.68 $163K - $187K
8.1K $4.78M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
14K
New
$18.2 - $27.01 $255K - $378K
14K $300K
PM
Philip Morris International Inc.

Consumer Defensive
2.3K
+ 13.64%
$118.38 - $133.06 $272K - $306K
19.1K $2.3M
GOOG
Alphabet Inc.

Communication Services
248
+ 2.78%
$163.08 - $198.16 $40.4K - $49.1K
9.17K $1.75M
PAYC
Paycom Software, Inc.

Technology
170
+ 3.06%
$159.94 - $240.25 $27.2K - $40.8K
5.72K $1.17M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
142
+ 6.51%
$1146.59 - $1270.6 $163K - $180K
2.32K $2.75M
V
Visa Inc.

Financial Services
44
+ 0.86%
$273.87 - $320.91 $12.1K - $14.1K
5.15K $1.63M
STM
St Microelectronics N.V.

Technology
8.28K
New
$24.48 - $28.92 $203K - $239K
8.28K $206K
AMP
Ameriprise Financial Inc

Financial Services
80
+ 3.26%
$473.15 - $574.01 $37.9K - $45.9K
2.53K $1.35M
MA
Mastercard Inc

Financial Services
106
+ 2.57%
$491.3 - $536.15 $52.1K - $56.8K
4.23K $2.23M
MCK
Mckesson Corp

Healthcare
23
+ 1.01%
$482.27 - $628.5 $11.1K - $14.5K
2.29K $1.31M
DRI
Darden Restaurants Inc

Consumer Cyclical
163
+ 3.15%
$155.96 - $188.66 $25.4K - $30.8K
5.33K $995K
FANG
Diamondback Energy, Inc.

Energy
1.1K
+ 28.06%
$153.06 - $199.5 $168K - $219K
5.02K $821K
WDAY
Workday, Inc.

Technology
326
+ 8.95%
$233.85 - $279.91 $76.2K - $91.3K
3.97K $1.02M
MSCI
Msci Inc.

Financial Services
148
+ 9.65%
$569.09 - $635.99 $84.2K - $94.1K
1.68K $1.01M
CSCO
Cisco Systems, Inc.

Technology
122
+ 0.7%
$52.45 - $60.02 $6.4K - $7.32K
17.6K $1.04M
MET
Metlife Inc

Financial Services
1.39K
+ 13.07%
$78.15 - $88.25 $108K - $122K
12K $982K
CAT
Caterpillar Inc

Industrials
308
+ 17.76%
$360.37 - $416.88 $111K - $128K
2.04K $740K
TSCO
Tractor Supply CO

Consumer Cyclical
4.97K
+ 573.99%
$52.59 - $303.74 $261K - $1.51M
5.83K $309K
ACN
Accenture PLC

Technology
170
+ 5.94%
$343.9 - $376.86 $58.5K - $64.1K
3.03K $1.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
604
+ 14.83%
$96.64 - $101.23 $58.4K - $61.1K
4.68K $453K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.62K
+ 14.74%
$20.98 - $21.19 $34K - $34.3K
12.6K $265K
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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