Copperwynd Financial, LLC Portfolio Holdings
Copperwynd Financial, LLC
- $330 Million
- Q3 2024
Copperwynd Financial, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 141 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 $25.2M, Ishares Tr Russell 1000 ETF with a value of $23.3M, Spdr S&P 500 ETF Trust with a value of $22.2M, Vanguard Mega Cap Growth ETF with a value of $21.9M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $21.4M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $318M to 330M.
Below you can find more details about Copperwynd Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 141
- Current Value $330 Million
- Prior Value $318 Million
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 27 stocks