Copperwynd Financial, LLC Reduced Holdings in Q1 2025

Copperwynd Financial, LLC

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21.4K
- 93.62%
$507.05 - $563.67 $10.9M - $12.1M
1.46K $749K
IVV
Ishares Core S&P 500 ETF

ETFs
-19.6K
- 97.33%
$554.06 - $615.85 $10.9M - $12.1M
538 $302K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.34K
- 10.55%
$222.15 - $428.22 $520K - $1M
19.9K $5.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.23K
- 2.26%
$468.34 - $539.52 $576K - $664K
53.2K $25M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.73K
- 4.63%
$551.42 - $612.93 $956K - $1.06M
35.7K $20M
LLY
Eli Lilly & CO

Healthcare
-2.46K
- 58.16%
$725.72 - $929.72 $1.79M - $2.29M
1.77K $1.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.69K
- 64.26%
$126.11 - $135.06 $1.22M - $1.31M
5.39K $695K
MSFT
Microsoft Corp

Technology
-985
- 8.18%
$375.39 - $447.2 $370K - $440K
11.1K $4.15M
ABBV
Abb Vie Inc.

Healthcare
-4.86K
- 67.92%
$169.2 - $216.66 $823K - $1.05M
2.3K $481K
NFLX
Netflix Inc

Communication Services
-734
- 23.3%
$828.4 - $1058.6 $608K - $777K
2.42K $2.25M
ABT
Abbott Laboratories

Healthcare
-5.73K
- 34.62%
$111.1 - $140.22 $637K - $804K
10.8K $1.44M
VTI
Vanguard Total Stock Market Et

ETFs
-394
- 2.17%
$271.18 - $303.12 $107K - $119K
17.7K $4.88M
HD
Home Depot, Inc.

Consumer Cyclical
-451
- 11.73%
$347.25 - $424.87 $157K - $192K
3.4K $1.24M
SHOP
Shopify Inc.

Technology
-196
- 1.41%
$90.59 - $129.31 $17.8K - $25.3K
13.7K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-798
- 13.77%
$225.19 - $279.95 $180K - $223K
5K $1.23M
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.08%
$472.29 - $575.13 $945 - $1.15K
2.53K $1.22M
PNR
Pentair PLC

Industrials
-710
- 21.29%
$84.0 - $105.35 $59.6K - $74.8K
2.63K $229K
EWBC
East West Bancorp Inc

Financial Services
-819
- 18.2%
$84.35 - $103.91 $69.1K - $85.1K
3.68K $330K
KMI
Kinder Morgan, Inc.

Energy
-3.87K
- 33.65%
$26.1 - $31.22 $101K - $121K
7.63K $217K
AXON
Axon Enterprise, Inc.

Industrials
-1
- 0.17%
$496.65 - $710.01 $497 - $710
577 $303K
GWW
W.W. Grainger, Inc.

Industrials
-16
- 6.4%
$953.54 - $1132.42 $15.3K - $18.1K
234 $231K
AFL
Aflac Inc

Financial Services
-287
- 10.09%
$100.99 - $111.19 $29K - $31.9K
2.56K $284K
FISV
Fiserv Inc

Technology
-70
- 1.21%
N/A
5.7K $713K
ROP
Roper Technologies Inc

Industrials
-241
- 12.51%
$502.71 - $593.81 $121K - $143K
1.69K $993K
SPGI
S&P Global Inc.

Financial Services
-14
- 2.99%
$478.26 - $543.77 $6.7K - $7.61K
455 $231K
ESS
Essex Property Trust, Inc.

Real Estate
-9
- 1.13%
N/A
789 $215K
CTAS
Cintas Corp

Industrials
-152
- 10.8%
$182.09 - $208.14 $27.7K - $31.6K
1.26K $258K
ECL
Ecolab Inc.

Basic Materials
-56
- 5.45%
$229.72 - $269.82 $12.9K - $15.1K
972 $246K
BRO
Brown & Brown, Inc.

Financial Services
-364
- 13.88%
$100.54 - $124.4 $36.6K - $45.3K
2.26K $280K
CAH
Cardinal Health Inc

Healthcare
-166
- 7.94%
$118.02 - $137.77 $19.6K - $22.9K
1.93K $265K
ARCC
Ares Capital Corp

Financial Services
-446
- 0.28%
$21.28 - $23.81 $9.49K - $10.6K
160K $3.54M
GLDM
World Gold Trust

ETFs
-1.93K
- 3.68%
$52.19 - $61.89 $101K - $120K
50.6K $3.13M
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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