Copperwynd Financial, LLC Purchases and Sells in Q3 2024

Copperwynd Financial, LLC

$330 Million
Q3 2024

Top Buys

Incresed Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.28K + 12.44%	$517.38 - $573.86 $2.21M - $2.45M	38.7K $22.2M
VTV	5.81K + 5.28%	$159.75 - $174.57 $928K - $1.01M	116K $20.2M
IWB	3.61K + 5.11%	$283.28 - $314.39 $1.02M - $1.13M	74.2K $23.3M
AAPL	2.77K + 6.66%	$207.23 - $234.82 $574K - $650K	44.3K $10.3M
MGK	2.93K + 4.5%	$285.48 - $330.24 $835K - $966K	68K $21.9M
VOO	1.71K + 8.73%	$475.2 - $527.7 $814K - $903K	21.3K $11.2M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	317K New	$60.84 - $67.51 $19.3M - $21.4M	317K $21.4M
VNQ	26.7K New	$82.97 - $98.97 $2.21M - $2.64M	26.7K $2.6M
LQD	21.9K New	$106.11 - $113.72 $2.32M - $2.49M	21.9K $2.47M
MMM	17.9K New	$99.69 - $139.42 $1.79M - $2.5M	17.9K $2.45M
PM	16.8K New	$101.25 - $127.45 $1.7M - $2.15M	16.8K $2.04M
EFA	16.9K New	$75.32 - $84.37 $1.27M - $1.43M	16.9K $1.41M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-25.5K - 97.48%	$341.08 - $391.94 $8.69M - $9.98M	659 $253K
QQQ	-2.29K - 4.24%	$434.77 - $502.96 $996K - $1.15M	51.7K $25.2M
BKLN	-8.58K - 43.87%	$20.69 - $21.17 $178K - $182K	11K $230K
IBRX	-5.9K - 36.9%	$3.32 - $6.7 $19.6K - $39.5K	10.1K $37K
CVX	-35 - 0.68%	$137.88 - $161.97 $4.83K - $5.67K	5.08K $747K
TPIC	-10K - 33.05%	$3.27 - $5.03 $32.7K - $50.3K	20.3K $92K

Activity Summary All Purchases 111 New Holdings 10 Increased Positions 101 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperwynd Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperwynd Financial, LLC with notifications on news.