Copperwynd Financial, LLC Purchases in Q1 2025

Copperwynd Financial, LLC

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
461K
+ 9944.39%
$47.4 - $52.99 $21.9M - $24.4M
466K $23.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
57.6K
New
$182.82 - $196.21 $10.5M - $11.3M
57.6K $10.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
236K
New
$42.5 - $46.71 $10.1M - $11M
236K $10.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.8K
+ 744.57%
$95.85 - $99.25 $3.34M - $3.46M
39.5K $3.91M
WMT
Walmart Inc.

Consumer Defensive
33.2K
New
$84.5 - $105.05 $2.8M - $3.49M
33.2K $2.91M
SHV
Ishares Tr

ETFs
25.7K
New
$110.11 - $110.51 $2.83M - $2.84M
25.7K $2.84M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.3K
New
$91.45 - $91.75 $2.68M - $2.68M
29.3K $2.68M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
114K
New
$20.83 - $23.69 $2.36M - $2.69M
114K $2.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
48.6K
New
$50.48 - $51.04 $2.45M - $2.48M
48.6K $2.46M
JBBB
Janus Detroit Str Tr Henderson

ETFs
46.4K
New
$48.34 - $49.66 $2.24M - $2.31M
46.4K $2.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
19.3K
New
$74.85 - $84.89 $1.44M - $1.64M
19.3K $1.58M
VTV
Vanguard Value ETF

ETFs
5.92K
+ 4.83%
$167.73 - $179.21 $993K - $1.06M
128K $22.2M
MRK
Merck & Co., Inc.

Healthcare
14.7K
+ 246.54%
$83.01 - $101.02 $1.22M - $1.48M
20.7K $1.85M
PM
Philip Morris International Inc.

Consumer Defensive
2.41K
+ 12.59%
$117.15 - $158.79 $282K - $382K
21.5K $3.42M
LC
Lending Club Corp

Financial Services
105K
New
$10.25 - $17.51 $1.07M - $1.83M
105K $1.08M
CSGP
Costar Group, Inc.

Real Estate
9.08K
New
$69.29 - $80.37 $629K - $730K
9.08K $719K
GE
General Electric CO

Industrials
728
+ 4.39%
$168.59 - $212.13 $123K - $154K
17.3K $3.46M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
+ 3.01%
$1187.71 - $1432.58 $83.1K - $100K
2.39K $3.43M
CVS
Cvs Health Corp

Healthcare
7.73K
+ 166.79%
$44.22 - $68.64 $342K - $531K
12.4K $838K
DHI
Horton D R Inc

Consumer Cyclical
4.48K
New
$125.29 - $147.65 $561K - $661K
4.48K $569K
MMM
3 M CO

Industrials
1.52K
+ 7.93%
$129.7 - $155.12 $197K - $235K
20.7K $3.03M
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 78.8%
$37.81 - $46.49 $391K - $481K
23.5K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.02K
+ 42.32%
$497.6 - $606.74 $508K - $619K
3.43K $1.71M
CE
Celanese Corp

Basic Materials
7.82K
New
$47.02 - $74.12 $368K - $580K
7.82K $444K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 3.37%
$442.66 - $534.52 $67.7K - $81.8K
4.7K $2.5M
LKQ
Lkq Corp

Consumer Cyclical
5.37K
+ 38.62%
$36.24 - $44.05 $195K - $237K
19.3K $819K
IBM
International Business Machines Corp

Technology
640
+ 14.01%
$217.4 - $264.74 $139K - $169K
5.21K $1.3M
AMGN
Amgen Inc

Healthcare
889
New
$258.59 - $327.36 $230K - $291K
889 $276K
ADBE
Adobe Inc.

Technology
1.12K
+ 42.76%
$377.84 - $464.11 $422K - $518K
3.73K $1.43M
COP
Conocophillips

Energy
2.1K
+ 32.47%
$88.6 - $105.85 $186K - $222K
8.56K $898K
MCK
Mckesson Corp

Healthcare
21
+ 0.92%
$566.21 - $672.99 $11.9K - $14.1K
2.32K $1.56M
SPXC
Spx Corp

Industrials
1.93K
New
$128.78 - $154.37 $248K - $298K
1.93K $248K
CINF
Cincinnati Financial Corp

Financial Services
1.6K
New
$133.67 - $147.81 $214K - $237K
1.6K $236K
V
Visa Inc.

Financial Services
158
+ 3.07%
$306.92 - $362.71 $48.5K - $57.3K
5.31K $1.86M
FAST
Fastenal CO

Industrials
2.89K
New
$71.11 - $79.98 $205K - $231K
2.89K $223K
INTC
Intel Corp

Technology
6.02K
+ 19.17%
$19.1 - $27.39 $115K - $165K
37.4K $849K
VLO
Valero Energy Corp

Energy
1.25K
+ 22.02%
$121.76 - $142.99 $153K - $179K
6.95K $917K
CVX
Chevron Corp

Energy
607
+ 12.02%
$146.71 - $167.97 $89.1K - $102K
5.66K $946K
CB
Chubb LTD

Financial Services
715
New
$257.71 - $301.99 $184K - $216K
715 $215K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.04K
New
$96.18 - $109.82 $196K - $224K
2.04K $209K
OXY
Occidental Petroleum Corp

Energy
4.23K
New
$45.45 - $52.7 $192K - $223K
4.23K $208K
F
Ford Motor CO

Consumer Cyclical
20.5K
New
$9.12 - $10.43 $187K - $214K
20.5K $205K
GLD
Spdr Gold Trust

ETFs
174
+ 5.7%
$243.19 - $288.14 $42.3K - $50.1K
3.23K $929K
KLAC
Kla Corp

Technology
165
+ 10.91%
$636.62 - $777.63 $105K - $128K
1.68K $1.14M
ZTS
Zoetis Inc.

Healthcare
1.07K
+ 21.16%
$156.48 - $175.67 $167K - $187K
6.11K $1.01M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.61K
+ 14.46%
$54.27 - $63.81 $87.4K - $103K
12.7K $813K
DTE
Dte Energy CO

Utilities
396
+ 6.37%
$117.6 - $138.27 $46.6K - $54.8K
6.61K $913K
MA
Mastercard Inc

Financial Services
88
+ 2.08%
$504.67 - $576.31 $44.4K - $50.7K
4.32K $2.37M
UNP
Union Pacific Corp

Industrials
473
+ 15.13%
$225.21 - $254.42 $107K - $120K
3.6K $850K
Activity Summary
Buys All Purchases 107 New Holdings 22 Increased Positions 85 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Copperwynd Financial, LLC Portfolio

Follow Copperwynd Financial, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email