Copperwynd Financial, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $361 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $27.8M, Ishares Tr Russell 1000 ETF with a value of $25M, Vanguard Mega Cap Growth ETF with a value of $24.2M, Spdr S&P 500 ETF Trust with a value of $21.9M, and Vanguard Value ETF with a value of $20.7M.
Examining the 13F form we can see an increase of $31.2M in the current position value, from $330M to 361M.
Below you can find more details about Copperwynd Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$361 Million
ETFs: $196 Million
Technology: $43.7 Million
Financial Services: $38 Million
Consumer Cyclical: $23.6 Million
Healthcare: $17.8 Million
Industrials: $15.7 Million
Communication Services: $12.2 Million
Consumer Defensive: $6.24 Million
Other: $7.93 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
