Copperwynd Financial, LLC Purchases and Sells in Q2 2025

Copperwynd Financial, LLC

$400 Million
Q2 2025

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	72.7K + 9476.79%	$329.49 - $438.4 $23.9M - $31.9M	73.5K $32.2M
VOO	10.4K + 714.26%	$456.74 - $568.03 $4.76M - $5.92M	11.9K $6.75M
MGK	2.11K + 2.91%	$273.67 - $366.17 $578K - $773K	74.7K $27.3M
IWB	4.13K + 5.1%	$272.36 - $339.57 $1.12M - $1.4M	85.1K $28.9M
AGG	39.7K + 100.5%	$96.84 - $99.46 $3.84M - $3.95M	79.2K $7.85M
EFA	33.2K + 172.11%	$72.96 - $90.39 $2.42M - $3M	52.5K $4.7M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	50.1K New	$171.4 - $227.1 $8.59M - $11.4M	50.1K $11.4M
SCZ	125K New	$57.14 - $72.68 $7.13M - $9.07M	125K $9.07M
VNQ	33.6K New	$79.79 - $91.42 $2.68M - $3.07M	33.6K $2.99M
T	98.2K New	$26.33 - $28.94 $2.58M - $2.84M	98.2K $2.84M
AON	2.69K New	$335.85 - $398.81 $904K - $1.07M	2.69K $960K
SCHB	29.5K New	$19.1 - $23.83 $564K - $703K	29.5K $703K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-52.2K - 98.02%	$416.06 - $551.64 $21.7M - $28.8M	1.05K $581K
SPY	-24.8K - 69.46%	$496.48 - $617.85 $12.3M - $15.3M	10.9K $6.73M
VTI	-16.8K - 94.52%	$243.75 - $303.93 $4.09M - $5.1M	972 $295K
VEA	-83.4K - 17.92%	$45.65 - $57.01 $3.81M - $4.76M	382K $21.8M
NVDA	-24.4K - 53.26%	$94.31 - $157.99 $2.3M - $3.85M	21.4K $3.38M
FANG	-3.54K - 64.52%	$119.25 - $161.49 $422K - $571K	1.95K $267K

Activity Summary All Purchases 109 New Holdings 22 Increased Positions 87 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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