Copperwynd Financial, LLC Purchases and Sells in Q4 2024

Copperwynd Financial, LLC

$361 Million
Q4 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	19.5K + 719.22%	$213.65 - $479.86 $4.17M - $9.36M	22.2K $8.97M
QQQ	2.76K + 5.34%	$481.22 - $538.17 $1.33M - $1.49M	54.5K $27.8M
MGK	2.63K + 3.86%	$316.94 - $357.88 $832K - $940K	70.6K $24.2M
IWM	10.2K + 874.79%	$216.13 - $242.4 $2.21M - $2.48M	11.4K $2.52M
AAPL	5.72K + 12.92%	$221.69 - $259.02 $1.27M - $1.48M	50K $12.5M
IWB	3.5K + 4.72%	$311.11 - $335.64 $1.09M - $1.18M	77.7K $25M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	43.9K New	$233.76 - $261.58 $10.3M - $11.5M	43.9K $10.5M
RSP	21.2K New	$174.22 - $187.62 $3.7M - $3.98M	21.2K $3.72M
HYG	34.6K New	$78.09 - $80.04 $2.7M - $2.77M	34.6K $2.72M
ORCL	8.7K New	$165.41 - $192.43 $1.44M - $1.67M	8.7K $1.45M
ABBV	7.16K New	$164.99 - $203.87 $1.18M - $1.46M	7.16K $1.27M
AMAT	4.48K New	$161.44 - $213.89 $723K - $958K	4.48K $728K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-147K - 46.37%	$66.77 - $71.52 $9.8M - $10.5M	170K $11.7M
TMO	-737 - 23.42%	$501.29 - $612.85 $369K - $452K	2.41K $1.25M
INTC	-21.8K - 41.01%	$19.07 - $26.23 $416K - $573K	31.4K $629K
CVS	-4.86K - 51.15%	$43.78 - $67.46 $213K - $328K	4.64K $208K
ADBE	-374 - 12.53%	$437.39 - $552.96 $164K - $207K	2.61K $1.16M
REGN	-78 - 9.77%	$701.85 - $1046.91 $54.7K - $81.7K	720 $512K

Activity Summary All Purchases 79 New Holdings 12 Increased Positions 67 All Sells 54 Reductions 54 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.