Copperwynd Financial, LLC Incresed Positions 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
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
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
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
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
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
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
IBM
International Business Machines Corp

Technology
24
+ 0.46%
$221.03 - $294.78 $5.3K - $7.07K
5.23K $1.54M
CSGP
Costar Group, Inc.

Real Estate
2.94K
+ 32.33%
$72.62 - $83.22 $213K - $244K
12K $966K
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 1.28%
$210.28 - $289.91 $13.5K - $18.6K
5.06K $1.47M
DIS
Walt Disney CO

Communication Services
333
+ 4.39%
$81.72 - $124.01 $27.2K - $41.3K
7.91K $981K
AMAT
Applied Materials Inc

Technology
131
+ 2.58%
$126.95 - $183.52 $16.6K - $24K
5.21K $952K
GOOG
Alphabet Inc.

Communication Services
85
+ 0.9%
$146.58 - $180.01 $12.5K - $15.3K
9.54K $1.69M
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
URI
United Rentals, Inc.

Industrials
22
+ 1.7%
$551.94 - $753.4 $12.1K - $16.6K
1.32K $992K
SHV
Ishares Tr

ETFs
1.53K
+ 5.94%
$110.06 - $110.46 $168K - $169K
27.3K $3.01M
ABNB
Airbnb, Inc.

Consumer Cyclical
144
+ 1.86%
$105.69 - $140.64 $15.2K - $20.3K
7.89K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
312
+ 9.19%
$335.24 - $380.78 $105K - $119K
3.71K $1.36M
INCY
Incyte Corp

Healthcare
213
+ 1.67%
$55.17 - $71.22 $11.8K - $15.2K
13K $882K
CBRE
Cbre Group, Inc.

Real Estate
63
+ 1.05%
$113.94 - $140.12 $7.18K - $8.83K
6.04K $846K
CMI
Cummins Inc

Industrials
60
+ 1.84%
$267.12 - $336.65 $16K - $20.2K
3.32K $1.09M
SYK
Stryker Corp

Healthcare
15
+ 0.61%
$337.37 - $395.63 $5.06K - $5.93K
2.46K $972K
CAH
Cardinal Health Inc

Healthcare
4
+ 0.21%
$125.0 - $168.0 $500 - $672
1.93K $324K
PNR
Pentair PLC

Industrials
171
+ 6.51%
$76.17 - $103.58 $13K - $17.7K
2.8K $287K
CE
Celanese Corp

Basic Materials
1.25K
+ 15.95%
$37.49 - $59.36 $46.8K - $74.1K
9.07K $501K
ACN
Accenture PLC

Technology
327
+ 10.34%
$279.23 - $323.21 $91.3K - $106K
3.49K $1.04M
CTAS
Cintas Corp

Industrials
50
+ 3.98%
$190.11 - $227.66 $9.51K - $11.4K
1.31K $291K
VLO
Valero Energy Corp

Energy
123
+ 1.77%
$104.69 - $141.77 $12.9K - $17.4K
7.07K $950K
DHI
Horton D R Inc

Consumer Cyclical
192
+ 4.29%
$115.1 - $129.63 $22.1K - $24.9K
4.67K $601K
MSCI
Msci Inc.

Financial Services
20
+ 1.13%
$506.56 - $576.74 $10.1K - $11.5K
1.79K $1.03M
FAST
Fastenal CO

Industrials
3.2K
+ 110.85%
$40.65 - $83.16 $130K - $266K
6.08K $255K
ECL
Ecolab Inc.

Basic Materials
61
+ 6.28%
$225.65 - $270.95 $13.8K - $16.5K
1.03K $278K
DOV
Dover Corp

Industrials
102
+ 6.36%
$151.14 - $186.7 $15.4K - $19K
1.71K $312K
TRV
Travelers Companies, Inc.

Financial Services
63
+ 1.57%
$233.83 - $276.34 $14.7K - $17.4K
4.09K $1.09M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
494
+ 1.02%
$49.79 - $50.75 $24.6K - $25.1K
49.1K $2.49M
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
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