$137 Million is the total value of Copperwynd Financial, LLC's 94 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 24 | Q3 2023 | 7.1% |
| ISHARES TR | 24 | Q3 2023 | 6.7% |
| APPLE INC | 24 | Q3 2023 | 5.3% |
| INTEL CORP | 24 | Q3 2023 | 6.4% |
| TPI COMPOSITES INC | 24 | Q3 2023 | 2.5% |
| TARGET CORP | 24 | Q3 2023 | 3.8% |
| LOWES COS INC | 24 | Q3 2023 | 1.1% |
| CONOCOPHILLIPS | 24 | Q3 2023 | 1.6% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 0.7% |
| CVS HEALTH CORP | 24 | Q3 2023 | 1.4% |
View Copperwynd Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-04 |
View Copperwynd Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.