CF

Copperwynd Financial, LLC

13F
Copperwynd Financial, LLC
Last update 2024-11-04 140 Stocks (10 new)
Value $331.00 Mil Turnover 17 %
Countries:
Top Holdings: QQQ(7.63%)IWB(7.05%)SPY(6.71%)MGK(6.62%)SPLG(6.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
Copperwynd Financial, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
51,695
25230.970
-4.24%
7.630
-0.36%
0.010
+13.06%
+20.19%
297491.724
 
IWB 		iShares Russell 1000 ETF
74,196
23326.480
+5.11%
7.050
+0.34%
0.060
+11.78%
+20.74%
37918.756
 
SPY 		S&P 500 ETF TRUST ETF
38,655
22178.770
+12.44%
6.710
+0.74%
0.000
+11.47%
+21.33%
596470.496
 
MGK 		Vanguard Mega Cap Growth ETF
67,969
21882.670
+4.50%
6.620
+0.28%
0.100
+14.08%
+25.49%
21604.991
 
SPLG 		SPDR Portfolio S&P 500 ETF
316,533
21369.140
New Holding
6.460
+6.46%
0.040
+11.47%
+21.32%
48967.918
 
VTV 		Vanguard Value ETF
115,804
20215.860
+5.28%
6.110
+0.31%
0.020
+8.51%
+16.10%
122992.043
 
GBCI 		Glacier Bancorp Inc
407,359
18616.310
0%
5.630
0%
0.360
+29.17%
+29.29%
5908.028
Banks
VOO 		Vanguard S&P 500 ETF
21,318
11248.640
+8.73%
3.400
+0.27%
0.000
+11.55%
+21.36%
493529.541
 
IVV 		iShares Core S&P 500 ETF
18,835
10864.590
+7.27%
3.290
+0.22%
0.000
+11.40%
+21.33%
545905.122
 
AAPL 		Apple Inc
44,305
10322.980
+6.66%
3.120
+0.19%
0.000
+6.90%
+16.50%
3377630.649
Hardware

Copperwynd Financial, LLC's Historical Top Holdings Breakdowns

Copperwynd Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30New Buy
+6.46%
●
60.84 ($65.03) 67.51
$67.82
4.29%
New holding
316,533
316,533
IWF 		iShares Russell 1000 Growth ETF2024-09-30Sold Out
-3.44%
●
332.02 ($362.65) 382.76
$380.80
5.00%
Sold Out
0
-29,057
VUG 		Vanguard Growth ETF2024-09-30Reduce
-3.09%
●
341.08 ($371.89) 391.94
$390.21
4.93%
Reduce -97.48%
659
-25,468
SHV 		iShares Short Treasury Bond ETF2024-09-30Sold Out
-1.50%
●
110.05 ($110.36) 110.63
$110.17
-0.17%
Sold Out
0
-41,232
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.90%
●
23.45 ($24.83) 25.98
$26.14
5.28%
Add 112.41%
218,974
57,943
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30New Buy
+0.79%
●
82.97 ($92.08) 98.97
$95.38
3.58%
New holding
26,669
26,669
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-09-30New Buy
+0.75%
●
106.11 ($110.63) 113.72
$109.33
-1.18%
New holding
21,884
21,884
MMM 		3M Co2024-09-30New Buy
+0.74%
●
99.69 ($122.42) 139.44
$126.52
3.35%
New holding
17,935
17,935
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.74%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Add 12.44%
38,655
4,276
PDD 		PDD Holdings Inc2024-09-30Sold Out
-0.71%
●
89.17 ($122.88) 151.11
$122.15
-0.59%
Sold Out
0
-16,638

Copperwynd Financial, LLC Total Holding History ($B)

To

Copperwynd Financial, LLC's Asset Allocation

To

Copperwynd Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Copperwynd Financial, LLC's Hypothetical Growth since 2024-09-30

Copperwynd Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Copperwynd Financial, LLC's Holdings Heat Map

Size field:

Copperwynd Financial, LLC's Holdings Bubble Chart

Copperwynd Financial, LLC News

  • 1

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