Copperwynd Financial, LLC Incresed Positions in Q1 2025

Copperwynd Financial, LLC

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 0.6%
$91.75 - $115.81 $1.84K - $2.32K
3.35K $328K
ABNB
Airbnb, Inc.

Consumer Cyclical
852
+ 12.35%
$119.38 - $161.42 $102K - $138K
7.75K $925K
NVO
Novo Nordisk A S

Healthcare
2.18K
+ 27.02%
$69.3 - $90.95 $151K - $198K
10.2K $711K
TSCO
Tractor Supply CO

Consumer Cyclical
6
+ 0.1%
$51.66 - $57.94 $310 - $348
5.84K $321K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
588
+ 2.24%
$14.22 - $14.83 $8.36K - $8.72K
26.8K $387K
LUV
Southwest Airlines CO

Industrials
337
+ 2.11%
$28.18 - $34.84 $9.5K - $11.7K
16.3K $547K
AMAT
Applied Materials Inc

Technology
595
+ 13.28%
$145.06 - $195.51 $86.3K - $116K
5.07K $736K
Ishares Bitcoin Trust ETF
680
+ 17.51%
N/A
4.56K $0
Aptiv PLC
5.78K
+ 143.49%
N/A
9.82K $0
UPS
United Parcel Service Inc

Industrials
245
+ 11.89%
$109.66 - $136.26 $26.9K - $33.4K
2.31K $253K
PEG
Public Service Enterprise Group Inc

Utilities
169
+ 1.58%
$78.2 - $90.39 $13.2K - $15.3K
10.9K $895K
META
Meta Platforms, Inc.

Communication Services
166
+ 2.05%
$576.36 - $736.67 $95.7K - $122K
8.27K $4.77M
MET
Metlife Inc

Financial Services
12
+ 0.1%
$77.7 - $87.0 $932 - $1.04K
12K $964K
BAC
Bank Of America Corp

Financial Services
534
+ 2.68%
$39.61 - $47.74 $21.2K - $25.5K
20.4K $852K
LOW
Lowes Companies Inc

Consumer Cyclical
147
+ 3.5%
$222.66 - $268.42 $32.7K - $39.5K
4.34K $1.01M
DIS
Walt Disney CO

Communication Services
604
+ 8.66%
$96.87 - $114.0 $58.5K - $68.9K
7.58K $747K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
81
+ 1.44%
$175.5 - $209.86 $14.2K - $17K
5.71K $1.04M
WDAY
Workday, Inc.

Technology
213
+ 5.37%
$233.53 - $277.82 $49.7K - $59.2K
4.18K $976K
URI
United Rentals, Inc.

Industrials
46
+ 3.68%
$594.17 - $789.56 $27.3K - $36.3K
1.3K $811K
INCY
Incyte Corp

Healthcare
476
+ 3.88%
$60.0 - $75.26 $28.6K - $35.8K
12.7K $771K
HPQ
Hp Inc

Technology
1.67K
+ 6.7%
$27.69 - $34.72 $46.3K - $58.1K
26.7K $737K
ACN
Accenture PLC

Technology
132
+ 4.35%
$300.91 - $398.25 $39.7K - $52.6K
3.16K $986K
IT
Gartner Inc

Technology
119
+ 5.77%
$418.25 - $548.38 $49.8K - $65.3K
2.18K $915K
CMI
Cummins Inc

Industrials
72
+ 2.26%
$312.92 - $386.07 $22.5K - $27.8K
3.26K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.29K
+ 4.24%
$302.31 - $337.54 $995K - $1.11M
81K $24.8M
GOOGL
Alphabet Inc.

Communication Services
387
+ 4.61%
$154.33 - $206.19 $59.7K - $79.8K
8.78K $1.36M
GOOG
Alphabet Inc.

Communication Services
286
+ 3.12%
$156.06 - $207.71 $44.6K - $59.4K
9.46K $1.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.7K
+ 4.62%
$23.16 - $27.04 $247K - $288K
241K $5.66M
NOW
Service Now, Inc.

Technology
48
+ 3.53%
$783.83 - $1170.39 $37.6K - $56.2K
1.41K $1.12M
PWR
Quanta Services, Inc.

Industrials
52
+ 0.86%
$236.71 - $358.03 $12.3K - $18.6K
6.07K $1.54M
AVGO
Broadcom Inc.

Technology
2.53K
+ 13.77%
$167.43 - $244.7 $423K - $618K
20.9K $3.5M
NVDA
Nvidia Corp

Technology
1.54K
+ 3.47%
$106.98 - $149.43 $164K - $230K
45.8K $4.96M
AAPL
Apple Inc.

Technology
924
+ 1.85%
$209.68 - $247.1 $194K - $228K
51K $11.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.97K
+ 2.79%
$307.43 - $357.48 $606K - $705K
72.6K $22.4M
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
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