Copperwynd Financial, LLC Incresed Positions in Q3 2024

Copperwynd Financial, LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.28K
+ 12.44%
$517.38 - $573.86 $2.21M - $2.45M
38.7K $22.2M
VTV
Vanguard Value ETF

ETFs
5.81K
+ 5.28%
$159.75 - $174.57 $928K - $1.01M
116K $20.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.61K
+ 5.11%
$283.28 - $314.39 $1.02M - $1.13M
74.2K $23.3M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.71K
+ 8.73%
$475.2 - $527.7 $814K - $903K
21.3K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.28K
+ 7.27%
$520.18 - $576.82 $664K - $737K
18.8K $10.9M
META
Meta Platforms, Inc.

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

Healthcare
283
+ 8.6%
$239.25 - $280.76 $67.7K - $79.5K
3.57K $992K
GOOG
Alphabet Inc.

Communication Services
1.72K
+ 23.9%
$149.54 - $192.66 $257K - $332K
8.92K $1.49M
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
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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