Copperwynd Financial, LLC

data from 30/06/2025

Capitalization

$ 400.838 M 10.57 %

Average holding period

14 ans

Performance

$ 162.025 M 76.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Copperwynd Financial, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 VUG VANGUARD INDEX FDS 8.03% 32.202 M $ 73454 2023/03/31 51.833 K $ 18.22 %
2025/06/30 IWB ISHARES TR 7.21% 28.903 M $ 85117 2017/12/31 2.659 M $ 10.70 %
2025/06/30 MGK VANGUARD WORLD FD 6.82% 27.345 M $ 74678 2017/12/31 4.157 M $ 18.55 %
2025/06/30 VTV VANGUARD INDEX FDS 5.97% 23.945 M $ 135480 2022/03/31 513.800 K $ 2.32 %
2025/06/30 VEA VANGUARD TAX-MANAGED FDS 5.44% 21.790 M $ 382216 2024/06/30 2.878 M $ 12.16 %
2025/06/30 GBCI GLACIER BANCORP INC NEW 4.38% 17.549 M $ 407359 2021/12/31 -464.389 K $ -2.58 %
2025/06/30 AAPL APPLE INC 3.17% 12.701 M $ 61907 2017/12/31 -864.145 K $ -7.64 %
2025/06/30 QQQM INVESCO EXCH TRADED FD TR II 2.84% 11.382 M $ 50120 2025/06/30 0.000 $ 0.00 %
2025/06/30 VWO VANGUARD INTL EQUITY INDEX F 2.58% 10.340 M $ 209056 2025/03/31 993.199 K $ 9.28 %
2025/06/30 SCZ ISHARES TR 2.26% 9.073 M $ 124832 2025/06/30 0.000 $ 0.00 %
2025/06/30 AGG ISHARES TR 1.96% 7.855 M $ 79180 2022/03/31 11.057 K $ 0.28 %
2025/06/30 VOO VANGUARD INDEX FDS 1.68% 6.748 M $ 11880 2022/12/31 78.961 K $ 10.53 %
2025/06/30 SPY SPDR S&P 500 ETF TR 1.68% 6.733 M $ 10897 2019/09/30 2.086 M $ 10.45 %
2025/06/30 SCHA SCHWAB STRATEGIC TR 1.65% 6.605 M $ 261078 2023/06/30 451.384 K $ 7.98 %
2025/06/30 TSLA TESLA INC 1.62% 6.477 M $ 20390 2020/03/31 1.162 M $ 22.57 %
2025/06/30 META META PLATFORMS INC 1.55% 6.224 M $ 8433 2018/09/30 1.337 M $ 28.06 %
2025/06/30 AVGO BROADCOM INC 1.48% 5.942 M $ 21558 2023/06/30 2.259 M $ 64.64 %
2025/06/30 MSFT MICROSOFT CORP 1.35% 5.430 M $ 10917 2020/06/30 1.349 M $ 32.50 %
2025/06/30 NFLX NETFLIX INC 1.29% 5.153 M $ 3848 2021/06/30 982.345 K $ 43.60 %
2025/06/30 EFA ISHARES TR 1.17% 4.696 M $ 52530 2024/09/30 147.876 K $ 9.37 %
2025/06/30 GE GE AEROSPACE 1.11% 4.465 M $ 17348 2023/03/31 989.851 K $ 28.60 %
2025/06/30 PM PHILIP MORRIS INTL INC 0.97% 3.869 M $ 21244 2024/09/30 503.942 K $ 14.74 %
2025/06/30 WMT WALMART INC 0.88% 3.531 M $ 36115 2025/03/31 331.488 K $ 11.38 %
2025/06/30 ARCC ARES CAPITAL CORP 0.87% 3.473 M $ 158166 2024/03/31 -31.946 K $ -0.90 %
2025/06/30 NVDA NVIDIA CORPORATION 0.84% 3.382 M $ 21406 2023/03/31 2.272 M $ 45.77 %
2025/06/30 AMZN AMAZON COM INC 0.84% 3.382 M $ 15414 2021/06/30 442.426 K $ 15.31 %
2025/06/30 ORLY OREILLY AUTOMOTIVE INC 0.81% 3.261 M $ 36179 2022/12/31 -3.211 M $ -93.71 %
2025/06/30 MMM 3M CO 0.80% 3.220 M $ 21154 2024/09/30 111.129 K $ 3.66 %
2025/06/30 SHV ISHARES TR 0.75% 3.011 M $ 27267 2025/03/31 -1.029 K $ -0.04 %
2025/06/30 VNQ VANGUARD INDEX FDS 0.75% 2.995 M $ 33624 2024/03/31 0.000 $ 0.00 %
2025/06/30 GLDM WORLD GOLD TR 0.74% 2.953 M $ 45065 2023/03/31 183.834 K $ 5.87 %
2025/06/30 APP APPLOVIN CORP 0.74% 2.953 M $ 8434 2025/03/31 684.539 K $ 32.12 %
2025/06/30 T AT&T INC 0.71% 2.841 M $ 98156 2025/06/30 0.000 $ 0.00 %
2025/06/30 ORCL ORACLE CORP 0.68% 2.737 M $ 12517 2024/12/31 861.344 K $ 56.38 %
2025/06/30 JAAA JANUS DETROIT STR TR 0.62% 2.491 M $ 49084 2025/03/31 1.943 K $ 0.08 %
2025/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.59% 2.355 M $ 4849 2017/12/31 -219.913 K $ -8.79 %
2025/06/30 BIL SPDR SERIES TRUST 0.57% 2.294 M $ 25013 2025/03/31 0.000 $ 0.00 %
2025/06/30 MA MASTERCARD INCORPORATED 0.55% 2.213 M $ 3938 2017/12/31 59.702 K $ 2.52 %
2025/06/30 PWR QUANTA SVCS INC 0.55% 2.192 M $ 5797 2017/12/31 752.320 K $ 48.75 %
2025/06/30 ADBE ADOBE INC 0.43% 1.733 M $ 4480 2020/06/30 12.492 K $ 0.87 %
2025/06/30 GOOG ALPHABET INC 0.42% 1.692 M $ 9540 2020/06/30 200.067 K $ 13.54 %
2025/06/30 MRK MERCK & CO INC 0.42% 1.674 M $ 21144 2019/03/31 -218.964 K $ -11.81 %
2025/06/30 MCK MCKESSON CORP 0.41% 1.655 M $ 2258 2017/12/31 138.413 K $ 8.88 %
2025/06/30 TMO THERMO FISHER SCIENTIFIC INC 0.41% 1.634 M $ 4031 2017/12/31 -316.040 K $ -18.51 %
2025/06/30 V VISA INC 0.41% 1.625 M $ 4576 2020/06/30 24.372 K $ 1.31 %
2025/06/30 COST COSTCO WHSL CORP NEW 0.39% 1.551 M $ 1567 2021/12/31 72.908 K $ 4.67 %
2025/06/30 GOOGL ALPHABET INC 0.39% 1.549 M $ 8789 2017/12/31 189.473 K $ 13.96 %
2025/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.38% 1.543 M $ 5233 2018/09/30 240.239 K $ 18.55 %
2025/06/30 KLAC KLA CORP 0.37% 1.482 M $ 1654 2021/03/31 362.131 K $ 31.77 %
2025/06/30 JPM JPMORGAN CHASE & CO. 0.37% 1.467 M $ 5060 2017/12/31 222.871 K $ 18.19 %
2025/06/30 HD HOME DEPOT INC 0.34% 1.359 M $ 3707 2017/12/31 509.000 $ 0.04 %
2025/06/30 SBUX STARBUCKS CORP 0.33% 1.339 M $ 14608 2018/12/31 -21.660 K $ -6.59 %
2025/06/30 AMP AMERIPRISE FINL INC 0.33% 1.335 M $ 2502 2017/12/31 125.538 K $ 10.25 %
2025/06/30 NOW SERVICENOW INC 0.33% 1.323 M $ 1287 2020/06/30 326.803 K $ 29.13 %
2025/06/30 ABT ABBOTT LABS 0.32% 1.282 M $ 9428 2020/06/30 36.361 K $ 2.53 %
2025/06/30 CSCO CISCO SYS INC 0.31% 1.236 M $ 17821 2017/12/31 137.377 K $ 12.43 %
2025/06/30 SHOP SHOPIFY INC 0.30% 1.202 M $ 10417 2024/06/30 273.152 K $ 20.81 %
2025/06/30 LC LENDINGCLUB CORP 0.30% 1.202 M $ 99880 2025/03/31 178.860 K $ 16.57 %
2025/06/30 WAB WABTEC 0.29% 1.178 M $ 5629 2022/09/30 159.908 K $ 15.44 %
2025/06/30 LLY ELI LILLY & CO 0.29% 1.155 M $ 1482 2023/06/30 -82.092 K $ -5.62 %
2025/06/30 DRI DARDEN RESTAURANTS INC 0.29% 1.155 M $ 5298 2017/12/31 55.327 K $ 4.91 %
2025/06/30 TRV TRAVELERS COMPANIES INC 0.27% 1.094 M $ 4087 2017/12/31 12.393 K $ 1.16 %
2025/06/30 CMI CUMMINS INC 0.27% 1.088 M $ 3321 2018/12/31 45.849 K $ 4.49 %
2025/06/30 ABNB AIRBNB INC 0.26% 1.045 M $ 7893 2021/09/30 99.807 K $ 10.78 %
2025/06/30 ACN ACCENTURE PLC IRELAND 0.26% 1.043 M $ 3490 2020/06/30 -41.593 K $ -4.21 %
2025/06/30 SHW SHERWIN WILLIAMS CO 0.26% 1.037 M $ 3019 2024/03/31 -17.221 K $ -1.67 %
2025/06/30 MSCI MSCI INC 0.26% 1.034 M $ 1793 2024/06/30 19.928 K $ 1.99 %
2025/06/30 PAYC PAYCOM SOFTWARE INC 0.25% 1.007 M $ 4351 2024/06/30 75.336 K $ 5.91 %
2025/06/30 ZTS ZOETIS INC 0.25% 1.006 M $ 6448 2020/06/30 -53.148 K $ -5.28 %
2025/06/30 URI UNITED RENTALS INC 0.25% 992.029 K $ 1317 2022/12/31 164.076 K $ 20.21 %
2025/06/30 FI FISERV INC 0.25% 988.973 K $ 5736 2017/12/31 -275.848 K $ -21.93 %
2025/06/30 LOW LOWES COS INC 0.25% 983.419 K $ 4432 2017/12/31 -49.336 K $ -4.87 %
2025/06/30 WDAY WORKDAY INC 0.25% 982.560 K $ 4094 2023/09/30 27.051 K $ 2.77 %
2025/06/30 DIS DISNEY WALT CO 0.24% 980.989 K $ 7911 2018/09/30 191.799 K $ 25.64 %
2025/06/30 MET METLIFE INC 0.24% 974.994 K $ 12124 2021/12/31 1.561 K $ 0.16 %
2025/06/30 SYK STRYKER CORPORATION 0.24% 972.679 K $ 2459 2020/06/30 57.140 K $ 6.28 %
2025/06/30 CSGP COSTAR GROUP INC 0.24% 966.247 K $ 12018 2025/03/31 10.625 K $ 1.48 %
2025/06/30 BAC BANK AMERICA CORP 0.24% 965.876 K $ 20412 2017/12/31 114.198 K $ 13.40 %
2025/06/30 AON AON PLC 0.24% 960.755 K $ 2693 2025/06/30 0.000 $ 0.00 %
2025/06/30 ROP ROPER TECHNOLOGIES INC 0.24% 957.090 K $ 1688 2017/12/31 -38.316 K $ -3.86 %
2025/06/30 AMAT APPLIED MATLS INC 0.24% 952.868 K $ 5205 2024/12/31 192.558 K $ 26.15 %
2025/06/30 VLO VALERO ENERGY CORP 0.24% 950.561 K $ 7072 2017/12/31 16.330 K $ 1.78 %
2025/06/30 GLD SPDR GOLD TR 0.24% 950.460 K $ 3118 2017/12/31 53.825 K $ 5.79 %
2025/06/30 IT GARTNER INC 0.24% 942.641 K $ 2332 2020/06/30 -33.864 K $ -3.70 %
2025/06/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.23% 922.189 K $ 10955 2017/12/31 20.460 K $ 2.28 %
2025/06/30 INCY INCYTE CORP 0.22% 882.576 K $ 12960 2024/09/30 96.239 K $ 12.47 %
2025/06/30 DTE DTE ENERGY CO 0.22% 874.397 K $ 6601 2017/12/31 -38.392 K $ -4.20 %
2025/06/30 CVS CVS HEALTH CORP 0.21% 849.562 K $ 12316 2017/12/31 15.216 K $ 1.82 %
2025/06/30 CBRE CBRE GROUP INC 0.21% 846.325 K $ 6040 2024/12/31 55.825 K $ 7.14 %
2025/06/30 UNP UNION PAC CORP 0.21% 844.029 K $ 3668 2017/12/31 -22.175 K $ -2.61 %
2025/06/30 UNH UNITEDHEALTH GROUP INC 0.21% 835.947 K $ 2680 2017/12/31 -480.740 K $ -40.43 %
2025/06/30 CVX CHEVRON CORP NEW 0.21% 834.119 K $ 5825 2017/12/31 -136.309 K $ -14.41 %
2025/06/30 DHR DANAHER CORPORATION 0.20% 796.898 K $ 4034 2017/12/31 -29.064 K $ -3.64 %
2025/06/30 VZ VERIZON COMMUNICATIONS INC 0.20% 784.749 K $ 18136 2017/12/31 -49.027 K $ -4.61 %
2025/06/30 COP CONOCOPHILLIPS 0.19% 781.372 K $ 8707 2017/12/31 -130.796 K $ -14.55 %
2025/06/30 KDP KEURIG DR PEPPER INC 0.19% 774.490 K $ 23427 2024/12/31 -26.894 K $ -3.39 %
2025/06/30 CAT CATERPILLAR INC 0.18% 717.800 K $ 1849 2023/03/31 146.258 K $ 17.71 %
2025/06/30 TSN TYSON FOODS INC 0.18% 717.788 K $ 12831 2017/12/31 -100.287 K $ -12.33 %
2025/06/30 LKQ LKQ CORP 0.18% 713.282 K $ 19273 2017/12/31 -106.590 K $ -13.00 %
2025/06/30 SCHB SCHWAB STRATEGIC TR 0.18% 703.440 K $ 29519 2025/06/30 0.000 $ 0.00 %