Copperwynd Financial, LLC Sells in Q2 2025

Copperwynd Financial, LLC

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52.2K
- 98.02%
$416.06 - $551.64 $21.7M - $28.8M
1.05K $581K
SPY
Spdr S&P 500 ETF Trust

ETFs
-24.8K
- 69.46%
$496.48 - $617.85 $12.3M - $15.3M
10.9K $6.73M
VTI
Vanguard Total Stock Market Et

ETFs
-16.8K
- 94.52%
$243.75 - $303.93 $4.09M - $5.1M
972 $295K
VEA
Vanguard Ftse Developed Market

ETFs
-83.4K
- 17.92%
$45.65 - $57.01 $3.81M - $4.76M
382K $21.8M
NVDA
Nvidia Corp

Technology
-24.4K
- 53.26%
$94.31 - $157.99 $2.3M - $3.85M
21.4K $3.38M
FANG
Diamondback Energy, Inc.

Energy
-3.54K
- 64.52%
$119.25 - $161.49 $422K - $571K
1.95K $267K
XOM
Exxon Mobil Corp

Energy
-3.9K
- 64.63%
$99.93 - $119.04 $390K - $465K
2.14K $230K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.24K
- 14.5%
$91.43 - $91.74 $388K - $389K
25K $2.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-27.4K
- 11.6%
$39.89 - $49.46 $1.09M - $1.36M
209K $10.3M
LLY
Eli Lilly & CO

Healthcare
-288
- 16.27%
$713.71 - $898.95 $206K - $259K
1.48K $1.16M
PAYC
Paycom Software, Inc.

Technology
-1.48K
- 25.38%
$193.07 - $265.71 $286K - $393K
4.35K $1.01M
V
Visa Inc.

Financial Services
-734
- 13.82%
$308.27 - $373.31 $226K - $274K
4.58K $1.62M
GLDM
World Gold Trust

ETFs
-5.58K
- 11.01%
$58.96 - $67.97 $329K - $379K
45.1K $2.95M
MA
Mastercard Inc

Financial Services
-382
- 8.84%
$479.92 - $590.74 $183K - $226K
3.94K $2.21M
ABT
Abbott Laboratories

Healthcare
-1.39K
- 12.88%
$123.95 - $138.08 $173K - $192K
9.43K $1.28M
INTC
Intel Corp

Technology
-6.1K
- 16.3%
$18.13 - $22.69 $111K - $138K
31.3K $701K
STZ
Constellation Brands, Inc.

Consumer Defensive
-216
- 5.49%
$160.0 - $195.62 $34.6K - $42.3K
3.72K $604K
SHOP
Shopify Inc.

Technology
-3.33K
- 24.22%
$76.89 - $115.35 $256K - $384K
10.4K $1.2M
CAT
Caterpillar Inc

Industrials
-655
- 26.16%
$273.94 - $388.21 $179K - $254K
1.85K $717K
LKQ
Lkq Corp

Consumer Cyclical
-2
- 0.01%
$36.86 - $43.38 $73.7 - $86.8
19.3K $713K
ARCC
Ares Capital Corp

Financial Services
-1.57K
- 0.98%
$18.91 - $22.43 $29.6K - $35.1K
158K $3.47M
EWBC
East West Bancorp Inc

Financial Services
-898
- 24.39%
$71.03 - $101.75 $63.8K - $91.4K
2.78K $281K
DTE
Dte Energy CO

Utilities
-7
- 0.11%
$127.39 - $139.49 $892 - $976
6.6K $874K
IVV
Ishares Core S&P 500 ETF

ETFs
-100
- 18.59%
$498.8 - $620.9 $49.9K - $62.1K
438 $271K
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 5.09%
$908.13 - $1056.85 $76.3K - $88.8K
1.57K $1.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-183
- 3.4%
$114.78 - $133.31 $21K - $24.4K
5.21K $694K
KMI
Kinder Morgan, Inc.

Energy
-130
- 1.7%
$25.21 - $29.4 $3.28K - $3.82K
7.5K $220K
WDAY
Workday, Inc.

Technology
-87
- 2.08%
$210.47 - $274.71 $18.3K - $23.9K
4.09K $982K
CVS
Cvs Health Corp

Healthcare
-55
- 0.44%
$60.04 - $70.18 $3.3K - $3.86K
12.3K $849K
GLD
Spdr Gold Trust

ETFs
-107
- 3.32%
$273.71 - $316.29 $29.3K - $33.8K
3.12K $950K
DRI
Darden Restaurants Inc

Consumer Cyclical
-121
- 2.23%
$186.58 - $225.78 $22.6K - $27.3K
5.3K $1.15M
MCK
Mckesson Corp

Healthcare
-57
- 2.46%
$652.83 - $732.78 $37.2K - $41.8K
2.26K $1.65M
AMP
Ameriprise Financial Inc

Financial Services
-28
- 1.11%
$422.19 - $533.73 $11.8K - $14.9K
2.5K $1.34M
BAC
Bank Of America Corp

Financial Services
-17
- 0.08%
$34.39 - $47.46 $585 - $807
20.4K $965K
LC
Lending Club Corp

Financial Services
-4.72K
- 4.51%
$8.56 - $12.03 $40.4K - $56.7K
99.9K $1.2M
CSCO
Cisco Systems, Inc.

Technology
-90
- 0.5%
$53.19 - $69.38 $4.79K - $6.24K
17.8K $1.24M
AXON
Axon Enterprise, Inc.

Industrials
-40
- 6.93%
$497.13 - $827.94 $19.9K - $33.1K
537 $444K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-82
- 1.44%
$160.22 - $209.35 $13.1K - $17.2K
5.63K $1.18M
NOW
Service Now, Inc.

Technology
-122
- 8.66%
$721.65 - $1040.18 $88K - $127K
1.29K $1.32M
KLAC
Kla Corp

Technology
-23
- 1.37%
$576.53 - $902.94 $13.3K - $20.8K
1.65K $1.48M
PM
Philip Morris International Inc.

Consumer Defensive
-292
- 1.36%
$149.23 - $184.95 $43.6K - $54K
21.2K $3.87M
PWR
Quanta Services, Inc.

Industrials
-275
- 4.53%
$239.47 - $381.26 $65.9K - $105K
5.8K $2.19M
MSFT
Microsoft Corp

Technology
-142
- 1.28%
$354.56 - $497.45 $50.3K - $70.6K
10.9K $5.43M
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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