Copperwynd Financial, LLC Incresed Positions 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
AGG
Ishares Core U.S. Aggregate Bo

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

Financial Services
158
+ 3.07%
$306.92 - $362.71 $48.5K - $57.3K
5.31K $1.86M
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
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
DRI
Darden Restaurants Inc

Consumer Cyclical
89
+ 1.67%
$180.02 - $208.56 $16K - $18.6K
5.42K $1.13M
CPRT
Copart Inc

Consumer Cyclical
3K
+ 5.96%
$52.3 - $59.83 $157K - $179K
53.3K $3.02M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.43K
+ 11.72%
$30.38 - $34.94 $73.9K - $85K
23.2K $793K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
283
+ 39.31%
$634.14 - $744.83 $179K - $211K
1K $636K
TRV
Travelers Companies, Inc.

Financial Services
68
+ 1.72%
$232.43 - $265.13 $15.8K - $18K
4.02K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
139
+ 6.52%
$461.52 - $548.18 $64.2K - $76.2K
2.27K $1.19M
PAYC
Paycom Software, Inc.

Technology
112
+ 1.96%
$199.42 - $225.82 $22.3K - $25.3K
5.83K $1.27M
SHW
Sherwin Williams CO

Basic Materials
214
+ 7.81%
$330.16 - $365.55 $70.7K - $78.2K
2.95K $1.03M
XOM
Exxon Mobil Corp

Energy
224
+ 3.85%
$105.44 - $118.93 $23.6K - $26.6K
6.04K $718K
DHR
Danaher Corp

Healthcare
799
+ 25.8%
$201.62 - $250.59 $161K - $200K
3.9K $798K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.06K
+ 36.68%
$161.05 - $222.93 $170K - $235K
3.93K $721K
CAT
Caterpillar Inc

Industrials
462
+ 22.62%
$326.75 - $407.63 $151K - $188K
2.5K $825K
TGT
Target Corp

Consumer Defensive
1.95K
+ 50.68%
$103.65 - $142.5 $202K - $277K
5.79K $603K
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 2.1%
$890.62 - $1076.86 $30.3K - $36.6K
1.65K $1.56M
CBRE
Cbre Group, Inc.

Real Estate
623
+ 11.64%
$121.79 - $147.13 $75.9K - $91.7K
5.98K $781K
ORCL
Oracle Corp

Technology
2.23K
+ 25.59%
$139.81 - $186.47 $311K - $415K
10.9K $1.53M
CSCO
Cisco Systems, Inc.

Technology
333
+ 1.89%
$58.74 - $64.87 $19.6K - $21.6K
17.9K $1.11M
SYK
Stryker Corp

Healthcare
82
+ 3.47%
$355.18 - $399.9 $29.1K - $32.8K
2.44K $909K
FANG
Diamondback Energy, Inc.

Energy
467
+ 9.31%
$139.9 - $180.18 $65.3K - $84.1K
5.48K $876K
EPD
Enterprise Products Partners L.P.

Energy
628
+ 5.59%
$31.75 - $34.14 $19.9K - $21.4K
11.9K $405K
VUG
Vanguard Growth ETF

ETFs
195
+ 34.09%
$369.1 - $427.61 $72K - $83.4K
767 $284K
DOV
Dover Corp

Industrials
314
+ 24.34%
$174.65 - $206.43 $54.8K - $64.8K
1.6K $281K
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