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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Large
Value
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29
5
4
2
3
0
17
5
0
COPPERWYND FINANCIAL LLC

Time Period2018-12-31

Total Holdings90

Total Value ($x1000)161,422
Activities
New11

Increased31

Unchanged10

Decreased38

Sold Out16

Top 10 Stock Holdingstotal 69.76%
JPST13.87

BIL13.87

PUB10.95

SHY8.38

SPY6.16

 
MGK4.44

IWB4.01

IJH3.18

TWOK2.68

TPIC2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPST
13.87%
ULTRA SHRT INC
BIL
13.87%
SPDR BLOOMBERG
PUB
10.95%
COM
SHY
8.38%
1-3 YR TR BD ETF
SPY
6.16%
TR UNIT
MGK
4.44%
MEGA GRWTH IND
IWB
4.01%
RUS 1000 ETF
IJH
3.18%
CORE S&P MCP ETF
TWOK
2.68%
SPDR RUSSEL 2000
TPIC
2.22%
COM
GLD
2.14%
GOLD SHS
SPYG
1.54%
S&P 500 GROWTH
INTC
1.49%
COM
IGM
1.46%
N AMER TECH ETF
VWO
1.35%
FTSE EMR MKT ETF
ABT
1.26%
COM
NFLX
1.26%
COM
AMD
1.24%
COM
LULU
1.18%
COM
AMZN
1.17%
COM
CSCO
0.41%
COM
NATR
0.39%
COM
BRK.A
0.38%
CL A
AAPL
0.37%
COM
JPM
0.35%
COM
FISV
0.35%
COM
MA
0.34%
CL A
VZ
0.33%
COM
PFE
0.33%
COM
DRI
0.31%
COM
BIO/B
0.3%
CL B
LOW
0.3%
COM
TMO
0.3%
COM
GOOGL
0.3%
CAP STK CL A
WMT
0.28%
COM
HPQ
0.28%
COM
HST
0.28%
COM
CVS
0.27%
COM
FIS
0.27%
COM
DIS
0.27%
COM DISNEY
UNP
0.26%
COM
DHR
0.26%
COM
TGT
0.25%
COM
ALL
0.25%
COM
BAC
0.25%
COM
TRV
0.25%
COM
STZ
0.24%
CL A
IBM
0.24%
COM
ROP
0.24%
COM
COP
0.24%
COM
CVX
0.24%
COM
VYM
0.24%
HIGH DIV YLD
HD
0.23%
COM
WBA
0.23%
COM
UNH
0.23%
COM
TSN
0.23%
CL A
CMI
0.23%
COM
FB
0.22%
CL A
COF
0.22%
COM
LMT
0.22%
COM
DTE
0.21%
COM
PEG
0.21%
COM
EWBC
0.2%
COM
CF
0.2%
COM
XOM
0.2%
COM
SWK
0.2%
COM
NVDA
0.2%
COM
ECL
0.2%
COM
PWR
0.2%
COM
AMP
0.19%
COM
ALK
0.19%
COM
UNM
0.19%
COM
LKQ
0.19%
COM
WFC
0.19%
COM
APTV
0.19%
SHS
VLO
0.18%
COM
MCK
0.18%
COM
CELG
0.18%
COM
AGN
0.18%
SHS
BA
0.16%
COM
NOV
0.14%
COM
QEP
0.14%
COM
BRK.B
0.14%
CL B NEW
SBUX
0.14%
COM
CEF
0.12%
UNIT
CEF
0.12%
CL A
PMX
0.11%
COM
PTY
0.1%
COM
PPR
0.05%
SH BEN INT
IAG
0.02%
COM
IDXX
5.15%
COM
ALGN
4.73%
COM
ESRX
4.37%
COM
QQQ
2.13%
UNIT SER 1
QUAL
2.12%
MSCI USA QLT FAC
PRFZ
2.08%
FTSE RAFI 1500
RSCO
2.08%
SM CAP COMPLETE
DIA
2.04%
UT SER 1
ADBE
0.75%
COM
CA
0.73%
COM
COST
0.73%
COM
FOX
0.71%
CL B
SRCL
0.16%
COM
AAL
0.16%
COM
BK
0.14%
COM
GAB
0.05%
COM