Copperwynd Financial, LLC Purchases and Sells in Q1 2025

Copperwynd Financial, LLC

$361 Million
Q1 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	461K + 9944.39%	$47.4 - $52.99 $21.9M - $24.4M	466K $23.7M
AGG	34.8K + 744.57%	$95.85 - $99.25 $3.34M - $3.46M	39.5K $3.91M
VTV	5.92K + 4.83%	$167.73 - $179.21 $993K - $1.06M	128K $22.2M
MRK	14.7K + 246.54%	$83.01 - $101.02 $1.22M - $1.48M	20.7K $1.85M
PM	2.41K + 12.59%	$117.15 - $158.79 $282K - $382K	21.5K $3.42M
GE	728 + 4.39%	$168.59 - $212.13 $123K - $154K	17.3K $3.46M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	57.6K New	$182.82 - $196.21 $10.5M - $11.3M	57.6K $10.8M
VWO	236K New	$42.5 - $46.71 $10.1M - $11M	236K $10.7M
WMT	33.2K New	$84.5 - $105.05 $2.8M - $3.49M	33.2K $2.91M
SHV	25.7K New	$110.11 - $110.51 $2.83M - $2.84M	25.7K $2.84M
BIL	29.3K New	$91.45 - $91.75 $2.68M - $2.68M	29.3K $2.68M
REM	114K New	$20.83 - $23.69 $2.36M - $2.69M	114K $2.55M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-21.4K - 93.62%	$507.05 - $563.67 $10.9M - $12.1M	1.46K $749K
IVV	-19.6K - 97.33%	$554.06 - $615.85 $10.9M - $12.1M	538 $302K
TSLA	-2.34K - 10.55%	$222.15 - $428.22 $520K - $1M	19.9K $5.15M
QQQ	-1.23K - 2.26%	$468.34 - $539.52 $576K - $664K	53.2K $25M
SPY	-1.73K - 4.63%	$551.42 - $612.93 $956K - $1.06M	35.7K $20M
LLY	-2.46K - 58.16%	$725.72 - $929.72 $1.79M - $2.29M	1.77K $1.46M

Activity Summary All Purchases 107 New Holdings 22 Increased Positions 85 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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