Copperwynd Financial, LLC Sells in Q4 2024

Copperwynd Financial, LLC

  • $361 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-147K
- 46.37%
$66.77 - $71.52 $9.8M - $10.5M
170K $11.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-737
- 23.42%
$501.29 - $612.85 $369K - $452K
2.41K $1.25M
INTC
Intel Corp

Technology
-21.8K
- 41.01%
$19.07 - $26.23 $416K - $573K
31.4K $629K
CVS
Cvs Health Corp

Healthcare
-4.86K
- 51.15%
$43.78 - $67.46 $213K - $328K
4.64K $208K
ADBE
Adobe Inc.

Technology
-374
- 12.53%
$437.39 - $552.96 $164K - $207K
2.61K $1.16M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-78
- 9.77%
$701.85 - $1046.91 $54.7K - $81.7K
720 $512K
TGT
Target Corp

Consumer Defensive
-1.36K
- 26.14%
$121.59 - $160.69 $165K - $218K
3.84K $519K
KLAC
Kla Corp

Technology
-84
- 5.26%
$614.46 - $829.55 $51.6K - $69.7K
1.51K $952K
DHR
Danaher Corp

Healthcare
-475
- 13.3%
$226.16 - $274.52 $107K - $130K
3.1K $710K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.24K
- 3.2%
$567.81 - $607.81 $703K - $752K
37.4K $21.9M
VZ
Verizon Communications Inc

Communication Services
-3.56K
- 21.35%
$39.6 - $45.21 $141K - $161K
13.1K $524K
ZTS
Zoetis Inc.

Healthcare
-309
- 5.77%
$162.24 - $194.42 $50.1K - $60.1K
5.04K $821K
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 14.6%
$96.31 - $114.76 $98.1K - $117K
5.96K $593K
STZ
Constellation Brands, Inc.

Consumer Defensive
-262
- 8.35%
$219.66 - $257.62 $57.6K - $67.5K
2.88K $635K
HD
Home Depot, Inc.

Consumer Cyclical
-267
- 6.49%
$385.02 - $431.37 $103K - $115K
3.85K $1.5M
LKQ
Lkq Corp

Consumer Cyclical
-2.91K
- 17.32%
$36.0 - $39.99 $105K - $116K
13.9K $511K
UNP
Union Pacific Corp

Industrials
-352
- 10.12%
$223.15 - $249.32 $78.5K - $87.8K
3.13K $713K
LOW
Lowes Companies Inc

Consumer Cyclical
-152
- 3.5%
$244.52 - $284.07 $37.2K - $43.2K
4.2K $1.04M
URI
United Rentals, Inc.

Industrials
-8
- 0.64%
$704.44 - $880.32 $5.64K - $7.04K
1.25K $879K
VLO
Valero Energy Corp

Energy
-463
- 7.52%
$118.59 - $144.02 $54.9K - $66.7K
5.7K $698K
COP
Conocophillips

Energy
-708
- 9.87%
$95.12 - $114.72 $67.3K - $81.2K
6.46K $640K
LMT
Lockheed Martin Corp

Industrials
-103
- 18.66%
$479.66 - $614.62 $49.4K - $63.3K
449 $218K
KMI
Kinder Morgan, Inc.

Energy
-5.94K
- 34.06%
$22.59 - $28.54 $134K - $169K
11.5K $314K
GD
General Dynamics Corp

Industrials
-102
- 9.42%
$260.28 - $314.03 $26.5K - $32K
981 $258K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 1.69%
$442.29 - $483.08 $34.5K - $37.7K
4.55K $2.06M
COST
Costco Wholesale Corp

Consumer Defensive
-115
- 6.64%
$873.59 - $994.69 $100K - $114K
1.62K $1.48M
TSN
Tyson Foods, Inc.

Consumer Defensive
-439
- 3.79%
$57.14 - $64.54 $25.1K - $28.3K
11.1K $639K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-284
- 20.34%
$170.03 - $192.78 $48.3K - $54.7K
1.11K $205K
UPS
United Parcel Service Inc

Industrials
-44
- 2.09%
$122.65 - $138.35 $5.4K - $6.09K
2.06K $259K
SBUX
Starbucks Corp

Consumer Cyclical
-28
- 0.83%
$87.44 - $102.5 $2.45K - $2.87K
3.33K $303K
VUG
Vanguard Growth ETF

ETFs
-87
- 13.2%
$378.79 - $428.11 $33K - $37.2K
572 $234K
IBM
International Business Machines Corp

Technology
-53
- 1.15%
$204.9 - $238.04 $10.9K - $12.6K
4.57K $1M
CVX
Chevron Corp

Energy
-26
- 0.51%
$141.15 - $162.53 $3.67K - $4.23K
5.05K $731K
SPGI
S&P Global Inc.

Financial Services
-12
- 2.49%
$480.36 - $529.17 $5.76K - $6.35K
469 $233K
GLD
Spdr Gold Trust

ETFs
-21
- 0.68%
$236.59 - $257.5 $4.97K - $5.41K
3.05K $738K
FISV
Fiserv Inc

Technology
-69
- 1.18%
N/A
5.77K $722K
ABNB
Airbnb, Inc.

Consumer Cyclical
-289
- 4.02%
$125.36 - $147.37 $36.2K - $42.6K
6.9K $906K
EWBC
East West Bancorp Inc

Financial Services
-775
- 14.69%
$80.04 - $111.23 $62K - $86.2K
4.5K $431K
Linde PLC
-20
- 3.31%
N/A
585 $0
CAH
Cardinal Health Inc

Healthcare
-110
- 5.0%
$107.89 - $125.33 $11.9K - $13.8K
2.09K $247K
TRV
Travelers Companies, Inc.

Financial Services
-73
- 1.81%
$225.97 - $266.66 $16.5K - $19.5K
3.96K $952K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-155
- 2.68%
$180.39 - $205.43 $28K - $31.8K
5.63K $1.07M
INCY
Incyte Corp

Healthcare
-125
- 1.01%
$65.08 - $83.38 $8.14K - $10.4K
12.3K $847K
LUV
Southwest Airlines CO

Industrials
-925
- 5.48%
$28.99 - $34.84 $26.8K - $32.2K
16K $536K
CMI
Cummins Inc

Industrials
-24
- 0.75%
$324.93 - $383.42 $7.8K - $9.2K
3.19K $1.11M
BAC
Bank Of America Corp

Financial Services
-267
- 1.32%
$39.22 - $47.77 $10.5K - $12.8K
19.9K $874K
PWR
Quanta Services, Inc.

Industrials
-49
- 0.81%
$296.05 - $346.6 $14.5K - $17K
6.02K $1.9M
AXON
Axon Enterprise, Inc.

Industrials
-30
- 4.93%
$399.22 - $689.78 $12K - $20.7K
578 $343K
DIS
Walt Disney CO

Communication Services
-39
- 0.56%
$92.39 - $117.6 $3.6K - $4.59K
6.97K $776K
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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