Copperwynd Financial, LLC Purchases in Q2 2025

Copperwynd Financial, LLC

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
72.7K
+ 9476.79%
$329.49 - $438.4 $23.9M - $31.9M
73.5K $32.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
50.1K
New
$171.4 - $227.1 $8.59M - $11.4M
50.1K $11.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
125K
New
$57.14 - $72.68 $7.13M - $9.07M
125K $9.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.4K
+ 714.26%
$456.74 - $568.03 $4.76M - $5.92M
11.9K $6.75M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.11K
+ 2.91%
$273.67 - $366.17 $578K - $773K
74.7K $27.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.13K
+ 5.1%
$272.36 - $339.57 $1.12M - $1.4M
85.1K $28.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.7K
+ 100.5%
$96.84 - $99.46 $3.84M - $3.95M
79.2K $7.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
33.2K
+ 172.11%
$72.96 - $90.39 $2.42M - $3M
52.5K $4.7M
VNQ
Vanguard Specialized Funds Van

ETFs
33.6K
New
$79.79 - $91.42 $2.68M - $3.07M
33.6K $2.99M
NFLX
Netflix Inc

Communication Services
1.43K
+ 59.27%
$855.86 - $1339.13 $1.23M - $1.92M
3.85K $5.15M
AVGO
Broadcom Inc.

Technology
680
+ 3.26%
$146.29 - $275.65 $99.5K - $187K
21.6K $5.94M
VTV
Vanguard Value ETF

ETFs
7.03K
+ 5.47%
$153.67 - $176.74 $1.08M - $1.24M
135K $23.9M
META
Meta Platforms, Inc.

Communication Services
164
+ 1.98%
$484.66 - $738.09 $79.5K - $121K
8.43K $6.22M
AAPL
Apple Inc.

Technology
11K
+ 21.5%
$172.42 - $223.89 $1.89M - $2.45M
61.9K $12.7M
TSLA
Tesla, Inc.

Consumer Cyclical
523
+ 2.63%
$221.86 - $362.89 $116K - $190K
20.4K $6.48M
ORCL
Oracle Corp

Technology
1.59K
+ 14.54%
$122.82 - $218.63 $195K - $347K
12.5K $2.74M
SBUX
Starbucks Corp

Consumer Cyclical
11.3K
+ 335.67%
$79.69 - $99.41 $897K - $1.12M
14.6K $1.34M
GE
General Electric CO

Industrials
55
+ 0.32%
$166.81 - $257.39 $9.17K - $14.2K
17.3K $4.47M
AON
Aon PLC

Financial Services
2.69K
New
$335.85 - $398.81 $904K - $1.07M
2.69K $960K
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.7K
+ 8.16%
$20.42 - $25.3 $402K - $498K
261K $6.61M
APP
App Lovin Corp

Technology
391
+ 4.86%
$219.37 - $417.89 $85.8K - $163K
8.43K $2.95M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.5K
New
$19.1 - $23.83 $564K - $703K
29.5K $703K
WMT
Walmart Inc.

Consumer Defensive
2.93K
+ 8.84%
$81.79 - $99.98 $240K - $293K
36.1K $3.53M
AMZN
Amazon Com Inc

Consumer Cyclical
226
+ 1.49%
$167.32 - $223.3 $37.8K - $50.5K
15.4K $3.38M
IAU
Ishares Gold Trust

ETFs
6.26K
New
$56.1 - $64.74 $351K - $405K
6.26K $390K
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.8K
New
$24.54 - $25.07 $315K - $321K
12.8K $320K
ADBE
Adobe Inc.

Technology
751
+ 20.14%
$340.0 - $420.68 $255K - $316K
4.48K $1.73M
AMGN
Amgen Inc

Healthcare
1.17K
+ 131.05%
$262.28 - $309.85 $306K - $361K
2.05K $573K
STM
St Microelectronics N.V.

Technology
8.38K
New
$17.78 - $30.41 $149K - $255K
8.38K $254K
XLK
Technology Sector Spdr

ETFs
984
New
$179.73 - $253.23 $177K - $249K
984 $249K
CSGP
Costar Group, Inc.

Real Estate
2.94K
+ 32.33%
$72.62 - $83.22 $213K - $244K
12K $966K
IBM
International Business Machines Corp

Technology
24
+ 0.46%
$221.03 - $294.78 $5.3K - $7.07K
5.23K $1.54M
FNDX
Schwab Fundamental U S Large C

ETFs
9.98K
New
$20.84 - $24.54 $208K - $245K
9.98K $245K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.49K
New
$91.23 - $97.27 $227K - $242K
2.49K $242K
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 1.28%
$210.28 - $289.91 $13.5K - $18.6K
5.06K $1.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.5K
New
$20.12 - $21.0 $231K - $241K
11.5K $239K
DIS
Walt Disney CO

Communication Services
333
+ 4.39%
$81.72 - $124.01 $27.2K - $41.3K
7.91K $981K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.96K
New
$21.85 - $22.76 $218K - $227K
9.96K $226K
ADP
Automatic Data Processing Inc

Industrials
703
New
$276.76 - $326.81 $195K - $230K
703 $216K
AMAT
Applied Materials Inc

Technology
131
+ 2.58%
$126.95 - $183.52 $16.6K - $24K
5.21K $952K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.1K
New
$139.8 - $197.22 $154K - $217K
1.1K $216K
TMUS
T Mobile Us, Inc.

Communication Services
904
New
$220.99 - $268.54 $200K - $243K
904 $215K
GOOG
Alphabet Inc.

Communication Services
85
+ 0.9%
$146.58 - $180.01 $12.5K - $15.3K
9.54K $1.69M
VGT
Vanguard Information Technolog

ETFs
323
New
$470.37 - $663.28 $152K - $214K
323 $214K
IWM
Ishares Russell 2000 ETF

ETFs
946
New
$174.82 - $215.79 $165K - $204K
946 $204K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$162.76 - $195.77 $169K - $203K
1.04K $202K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.95K
New
$22.27 - $29.21 $155K - $203K
6.95K $202K
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.15%
$144.7 - $178.6 $1.88K - $2.32K
8.79K $1.55M
MMM
3 M CO

Industrials
498
+ 2.41%
$126.09 - $154.15 $62.8K - $76.8K
21.2K $3.22M
Activity Summary
Buys All Purchases 109 New Holdings 22 Increased Positions 87 Sells All Sells 44 Reductions 44 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