Copperwynd Financial, LLC Purchases in Q3 2024

Copperwynd Financial, LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
317K
New
$60.84 - $67.51 $19.3M - $21.4M
317K $21.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.28K
+ 12.44%
$517.38 - $573.86 $2.21M - $2.45M
38.7K $22.2M
VNQ
Vanguard Specialized Funds Van

ETFs
26.7K
New
$82.97 - $98.97 $2.21M - $2.64M
26.7K $2.6M
VTV
Vanguard Value ETF

ETFs
5.81K
+ 5.28%
$159.75 - $174.57 $928K - $1.01M
116K $20.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21.9K
New
$106.11 - $113.72 $2.32M - $2.49M
21.9K $2.47M
MMM
3 M CO

Industrials
17.9K
New
$99.69 - $139.42 $1.79M - $2.5M
17.9K $2.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.61K
+ 5.11%
$283.28 - $314.39 $1.02M - $1.13M
74.2K $23.3M
PM
Philip Morris International Inc.

Consumer Defensive
16.8K
New
$101.25 - $127.45 $1.7M - $2.15M
16.8K $2.04M
AAPL
Apple Inc.

Technology
2.77K
+ 6.66%
$207.23 - $234.82 $574K - $650K
44.3K $10.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.93K
+ 4.5%
$285.48 - $330.24 $835K - $966K
68K $21.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.9K
New
$75.32 - $84.37 $1.27M - $1.43M
16.9K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
1.28K
+ 7.27%
$520.18 - $576.82 $664K - $737K
18.8K $10.9M
MCHP
Microchip Technology Inc

Technology
11.6K
New
$72.0 - $95.98 $838K - $1.12M
11.6K $934K
META
Meta Platforms, Inc.

Communication Services
592
+ 8.2%
$453.41 - $572.44 $268K - $339K
7.81K $4.47M
INCY
Incyte Corp

Healthcare
12.4K
New
$57.33 - $68.61 $711K - $850K
12.4K $819K
DHI
Horton D R Inc

Consumer Cyclical
4.1K
New
$135.21 - $197.06 $554K - $808K
4.1K $782K
SHW
Sherwin Williams CO

Basic Materials
1.89K
+ 261.36%
$294.65 - $384.0 $556K - $725K
2.61K $995K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.4K
+ 6.21%
$46.9 - $51.96 $300K - $332K
109K $5.64M
ADBE
Adobe Inc.

Technology
1.39K
+ 86.51%
$508.13 - $586.55 $704K - $812K
2.99K $1.55M
GE
General Electric CO

Industrials
903
+ 6.26%
$156.66 - $189.66 $141K - $171K
15.3K $2.89M
NVDA
Nvidia Corp

Technology
5.3K
+ 13.58%
$98.91 - $134.91 $524K - $715K
44.3K $5.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
733
+ 18.84%
$405.19 - $478.57 $297K - $351K
4.62K $2.13M
AMZN
Amazon Com Inc

Consumer Cyclical
3.19K
+ 27.03%
$161.02 - $200.0 $514K - $638K
15K $2.79M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
156
+ 7.71%
$1015.62 - $1159.62 $158K - $181K
2.18K $2.51M
GLDM
World Gold Trust

ETFs
1.14K
+ 2.24%
$46.2 - $53.01 $52.6K - $60.3K
51.9K $2.71M
MA
Mastercard Inc

Financial Services
309
+ 8.1%
$429.6 - $500.99 $133K - $155K
4.13K $2.04M
ARCC
Ares Capital Corp

Financial Services
15.6K
+ 11.81%
$19.8 - $21.28 $308K - $331K
147K $3.09M
NKE
Nike, Inc.

Consumer Cyclical
2.49K
+ 28.63%
$71.09 - $89.44 $177K - $222K
11.2K $987K
TMO
Thermo Fisher Scientific Inc.

Healthcare
187
+ 6.32%
$531.86 - $624.21 $99.5K - $117K
3.15K $1.95M
UNH
Unitedhealth Group Inc

Healthcare
245
+ 13.8%
$488.01 - $604.18 $120K - $148K
2.02K $1.18M
MSFT
Microsoft Corp

Technology
956
+ 11.96%
$395.15 - $467.56 $378K - $447K
8.95K $3.85M
PAYC
Paycom Software, Inc.

Technology
1.01K
+ 22.14%
$140.16 - $173.86 $141K - $175K
5.55K $924K
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 5.71%
$213.3 - $270.78 $50.1K - $63.6K
4.35K $1.18M
NOW
Service Now, Inc.

Technology
140
+ 11.14%
$730.87 - $937.36 $102K - $131K
1.4K $1.25M
CAT
Caterpillar Inc

Industrials
465
+ 36.64%
$316.8 - $391.12 $147K - $182K
1.73K $678K
SHOP
Shopify Inc.

Technology
841
+ 6.42%
$52.26 - $80.75 $44K - $67.9K
13.9K $1.12M
ACN
Accenture PLC

Technology
350
+ 13.94%
$295.44 - $355.81 $103K - $125K
2.86K $1.01M
AXON
Axon Enterprise, Inc.

Industrials
608
New
$286.16 - $399.6 $174K - $243K
608 $242K
TSLA
Tesla, Inc.

Consumer Cyclical
331
+ 13.91%
$191.76 - $263.26 $63.5K - $87.1K
2.71K $709K
CMI
Cummins Inc

Industrials
309
+ 10.64%
$266.63 - $326.4 $82.4K - $101K
3.21K $1.04M
MSCI
Msci Inc.

Financial Services
126
+ 8.95%
$479.31 - $584.91 $60.4K - $73.7K
1.53K $894K
URI
United Rentals, Inc.

Industrials
8
+ 0.64%
$627.41 - $814.1 $5.02K - $6.51K
1.26K $1.02M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
474
+ 10.52%
$460.0 - $505.78 $218K - $240K
4.98K $2.32M
NFLX
Netflix Inc

Communication Services
176
+ 10.99%
$598.55 - $722.26 $105K - $127K
1.78K $1.26M
ZTS
Zoetis Inc.

Healthcare
346
+ 6.91%
$172.58 - $196.48 $59.7K - $68K
5.35K $1.05M
CRM
Salesforce, Inc.

Technology
444
+ 13.89%
$238.42 - $276.53 $106K - $123K
3.64K $996K
ABT
Abbott Laboratories

Healthcare
753
+ 8.74%
$100.07 - $118.13 $75.4K - $89K
9.37K $1.07M
PEG
Public Service Enterprise Group Inc

Utilities
119
+ 1.14%
$73.58 - $89.21 $8.76K - $10.6K
10.6K $942K
GOOG
Alphabet Inc.

Communication Services
1.72K
+ 23.9%
$149.54 - $192.66 $257K - $332K
8.92K $1.49M
Activity Summary
Buys All Purchases 111 New Holdings 10 Increased Positions 101 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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