Copperwynd Financial, LLC Purchases in Q4 2024

Copperwynd Financial, LLC

  • $361 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
155
+ 8.12%
$481.22 - $551.8 $74.6K - $85.5K
2.06K $999K
EPD
Enterprise Products Partners L.P.

Energy
194
+ 1.76%
$28.66 - $34.43 $5.56K - $6.68K
11.2K $352K
GLDM
World Gold Trust

ETFs
668
+ 1.29%
$50.76 - $55.23 $33.9K - $36.9K
52.6K $2.73M
SYK
Stryker Corp

Healthcare
79
+ 3.46%
$345.14 - $392.15 $27.3K - $31K
2.36K $850K
MMM
3 M CO

Industrials
1.2K
+ 6.71%
$124.74 - $137.12 $150K - $165K
19.1K $2.47M
IBRX
Immunity Bio, Inc.

Healthcare
10K
+ 99.14%
$2.56 - $6.17 $25.6K - $61.7K
20.1K $51K
PNR
Pentair PLC

Industrials
19
+ 0.57%
$95.0 - $109.21 $1.81K - $2.07K
3.34K $335K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
574
+ 2.24%
$14.28 - $14.81 $8.2K - $8.5K
26.2K $376K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.21%
$1023.06 - $1220.93 $3.07K - $3.66K
250 $263K
ESS
Essex Property Trust, Inc.

Real Estate
10
+ 1.27%
N/A
798 $217K
BRO
Brown & Brown, Inc.

Financial Services
52
+ 2.02%
$100.93 - $113.42 $5.25K - $5.9K
2.62K $267K
Aptiv PLC
4.03K
New
N/A
4.03K $0
Ishares Bitcoin Trust ETF
3.88K
New
N/A
3.88K $0
ECL
Ecolab Inc.

Basic Materials
39
+ 3.94%
$234.32 - $261.43 $9.14K - $10.2K
1.03K $240K
AFL
Aflac Inc

Financial Services
95
+ 3.45%
$100.37 - $115.27 $9.54K - $11K
2.85K $294K
VEA
Vanguard Ftse Developed Market

ETFs
68
+ 1.49%
$47.57 - $52.44 $3.23K - $3.57K
4.64K $221K
CTAS
Cintas Corp

Industrials
46
+ 3.38%
$182.7 - $226.47 $8.4K - $10.4K
1.41K $257K
DTE
Dte Energy CO

Utilities
166
+ 2.75%
$117.04 - $129.77 $19.4K - $21.5K
6.21K $750K
VNQ
Vanguard Specialized Funds Van

ETFs
2.18K
+ 8.16%
$87.85 - $98.6 $191K - $214K
28.8K $2.57M
PEG
Public Service Enterprise Group Inc

Utilities
145
+ 1.37%
$81.87 - $94.51 $11.9K - $13.7K
10.7K $905K
ROP
Roper Technologies Inc

Industrials
48
+ 2.56%
$519.85 - $575.95 $25K - $27.6K
1.93K $1M
SHW
Sherwin Williams CO

Basic Materials
131
+ 5.02%
$338.75 - $399.71 $44.4K - $52.4K
2.74K $931K
HPQ
Hp Inc

Technology
211
+ 0.85%
$32.46 - $39.3 $6.85K - $8.29K
25K $815K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
576
+ 11.57%
$396.64 - $516.74 $228K - $298K
5.56K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
111
+ 5.5%
$485.52 - $625.25 $53.9K - $69.4K
2.13K $1.08M
GE
General Electric CO

Industrials
1.24K
+ 8.12%
$159.95 - $194.23 $199K - $242K
16.6K $2.76M
NVO
Novo Nordisk A S

Healthcare
650
+ 8.76%
$85.0 - $120.04 $55.3K - $78K
8.07K $694K
LLY
Eli Lilly & CO

Healthcare
211
+ 5.25%
$727.2 - $932.06 $153K - $197K
4.23K $3.27M
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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