Copperwynd Financial, LLC Purchases in Q3 2024

Copperwynd Financial, LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
283
+ 8.6%
$239.25 - $280.76 $67.7K - $79.5K
3.57K $992K
IT
Gartner Inc

Technology
135
+ 7.61%
$441.32 - $516.47 $59.6K - $69.7K
1.91K $966K
V
Visa Inc.

Financial Services
378
+ 7.99%
$253.74 - $291.56 $95.9K - $110K
5.11K $1.4M
TRV
Travelers Companies, Inc.

Financial Services
188
+ 4.89%
$201.87 - $242.35 $38K - $45.6K
4.03K $943K
JPM
Jpmorgan Chase & CO

Financial Services
542
+ 9.92%
$194.9 - $224.8 $106K - $122K
6.01K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 6.85%
$801.83 - $917.05 $89K - $102K
1.73K $1.54M
WDAY
Workday, Inc.

Technology
359
+ 10.94%
$207.75 - $264.68 $74.6K - $95K
3.64K $890K
MET
Metlife Inc

Financial Services
206
+ 1.98%
$67.96 - $82.48 $14K - $17K
10.6K $875K
CPRT
Copart Inc

Consumer Cyclical
4.14K
+ 9.76%
$49.19 - $55.54 $203K - $230K
46.5K $2.44M
DTE
Dte Energy CO

Utilities
139
+ 2.35%
$108.67 - $128.41 $15.1K - $17.8K
6.05K $776K
CSCO
Cisco Systems, Inc.

Technology
292
+ 1.7%
$44.74 - $53.22 $13.1K - $15.5K
17.5K $929K
GLD
Spdr Gold Trust

ETFs
70
+ 2.33%
$215.56 - $246.98 $15.1K - $17.3K
3.07K $746K
TGT
Target Corp

Consumer Defensive
362
+ 7.48%
$133.47 - $159.25 $48.3K - $57.6K
5.2K $810K
UNP
Union Pacific Corp

Industrials
91
+ 2.69%
$221.78 - $256.09 $20.2K - $23.3K
3.48K $856K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.74K
+ 31.9%
$113.01 - $154.34 $196K - $268K
7.19K $911K
DRI
Darden Restaurants Inc

Consumer Cyclical
115
+ 2.28%
$138.06 - $172.74 $15.9K - $19.9K
5.17K $848K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
608
+ 17.55%
$96.25 - $101.98 $58.5K - $62K
4.07K $412K
PNR
Pentair PLC

Industrials
66
+ 2.03%
$74.39 - $97.79 $4.91K - $6.45K
3.32K $324K
SBUX
Starbucks Corp

Consumer Cyclical
29
+ 0.87%
$72.51 - $98.6 $2.1K - $2.86K
3.36K $327K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.55%
$460.3 - $584.56 $1.38K - $1.75K
552 $322K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
35
+ 0.57%
$117.9 - $128.2 $4.13K - $4.49K
6.14K $786K
IWM
Ishares Russell 2000 ETF

ETFs
172
+ 17.23%
$200.87 - $224.6 $34.5K - $38.6K
1.17K $258K
SYK
Stryker Corp

Healthcare
12
+ 0.53%
$315.94 - $371.96 $3.79K - $4.46K
2.28K $824K
GD
General Dynamics Corp

Industrials
113
+ 11.65%
$279.51 - $308.09 $31.6K - $34.8K
1.08K $327K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
17
+ 0.25%
$41.22 - $51.19 $701 - $870
6.72K $327K
DIS
Walt Disney CO

Communication Services
630
+ 9.87%
$85.6 - $98.61 $53.9K - $62.1K
7.01K $674K
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.01%
$19.72 - $22.22 $39.4 - $44.4
17.4K $385K
HPQ
Hp Inc

Technology
433
+ 1.78%
$32.02 - $38.11 $13.9K - $16.5K
24.8K $888K
CE
Celanese Corp

Basic Materials
220
+ 4.64%
$119.16 - $147.51 $26.2K - $32.5K
4.97K $675K
BAC
Bank Of America Corp

Financial Services
888
+ 4.61%
$36.65 - $44.13 $32.5K - $39.2K
20.2K $800K
APTV
Aptiv PLC

Consumer Cyclical
282
+ 3.67%
$65.39 - $74.24 $18.4K - $20.9K
7.96K $573K
CAH
Cardinal Health Inc

Healthcare
65
+ 3.04%
$93.74 - $114.66 $6.09K - $7.45K
2.2K $243K
TSN
Tyson Foods, Inc.

Consumer Defensive
80
+ 0.7%
$55.91 - $65.87 $4.47K - $5.27K
11.6K $689K
UPS
United Parcel Service Inc

Industrials
196
+ 10.27%
$123.32 - $147.38 $24.2K - $28.9K
2.1K $286K
FISV
Fiserv Inc

Technology
185
+ 3.27%
N/A
5.84K $730K
STZ
Constellation Brands, Inc.

Consumer Defensive
80
+ 2.62%
$236.42 - $259.82 $18.9K - $20.8K
3.14K $808K
EXPD
Expeditors International Of Washington Inc

Industrials
48
+ 2.58%
$116.1 - $131.42 $5.57K - $6.31K
1.91K $250K
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.29%
$47.6 - $53.31 $619 - $693
4.57K $241K
CTAS
Cintas Corp

Industrials
981
+ 257.48%
$201.38 - $819.83 $198K - $804K
1.36K $280K
ROP
Roper Technologies Inc

Industrials
46
+ 2.51%
$515.25 - $576.55 $23.7K - $26.5K
1.88K $1.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
37
+ 2.72%
$152.9 - $180.39 $5.66K - $6.67K
1.4K $243K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 1.27%
$1024.09 - $1201.76 $10.2K - $12K
798 $838K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.05%
$92.63 - $105.69 $92.6 - $106
2.15K $223K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
382
+ 1.51%
$14.16 - $14.47 $5.41K - $5.53K
25.6K $368K
Linde PLC
41
+ 7.27%
N/A
605 $0
LKQ
Lkq Corp

Consumer Cyclical
658
+ 4.07%
$38.47 - $46.03 $25.3K - $30.3K
16.8K $671K
GOOGL
Alphabet Inc.

Communication Services
745
+ 9.45%
$148.65 - $191.18 $111K - $142K
8.63K $1.43M
NUE
Nucor Corp

Basic Materials
20
+ 1.27%
$137.77 - $166.14 $2.76K - $3.32K
1.59K $239K
HST
Host Hotels & Resorts, Inc.

Real Estate
339
+ 0.89%
$15.92 - $18.86 $5.4K - $6.39K
38.5K $677K
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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