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Stock Style
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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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Market Cap
Large
Value
Mid
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Small
Growth
34
6
3
2
3
0
17
6
1
COPPERWYND FINANCIAL LLC

Time Period2019-06-30

Total Holdings103

Total Value ($x1000)174,016
Activities
New6

Increased62

Unchanged16

Decreased19

Sold Out7

Top 10 Stock Holdingstotal 51.42%
PUB9.91

GLDM5.43

QQQ5.36

MGK5.17

IWB4.7

 
SBUX4.69

CDNS4.09

ONEK4.04

SNPS4.02

QCOM4.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PUB
9.91%
COM
GLDM
5.43%
SPDR GLD MINIS
QQQ
5.36%
UNIT SER 1
MGK
5.17%
MEGA GRWTH IND
IWB
4.7%
RUS 1000 ETF
SBUX
4.69%
COM
CDNS
4.09%
COM
ONEK
4.04%
RUSSELL 1000 ETF
SNPS
4.02%
COM
QCOM
4.01%
COM
IJH
3.92%
CORE S&P MCP ETF
VRSK
3.87%
CL A
BIL
2.5%
SPDR BLOOMBERG
TPIC
2.07%
COM
QUAL
2.01%
MSCI USA QLT FAC
DIA
1.93%
UT SER 1
RSCO
1.64%
SM CAP COMPLETE
INTC
1.42%
COM
GMM
1.29%
EMERG MKTS ETF
VZ
1.08%
COM
PG
0.95%
COM
XEL
0.93%
COM
MCD
0.93%
COM
MRK
0.93%
COM
LULU
0.92%
COM
EXC
0.84%
COM
DUK
0.84%
COM NEW
LLY
0.78%
COM
LAG
0.65%
BRCLYS AGG ETF
THRK
0.52%
RUSSELL 3000 ETF
CSCO
0.47%
COM
MA
0.42%
CL A
AAPL
0.41%
COM
NATR
0.4%
COM
FISV
0.4%
COM
BRK.A
0.37%
CL A
TMO
0.36%
COM
DRI
0.35%
COM
DHR
0.34%
COM
BIO/B
0.33%
CL B
TSN
0.33%
CL A
TGT
0.33%
COM
ROP
0.32%
COM
DIS
0.32%
COM DISNEY
WMT
0.32%
COM
JPM
0.32%
COM
FB
0.31%
CL A
TRV
0.31%
COM
LOW
0.31%
COM
UNP
0.31%
COM
STZ
0.31%
CL A
ALL
0.3%
COM
IBM
0.3%
COM
BAC
0.29%
COM
CMI
0.29%
COM
HST
0.28%
COM
CVX
0.28%
COM
GOOGL
0.28%
CAP STK CL A
PFE
0.28%
COM
AMP
0.28%
COM
HPQ
0.27%
COM
ECL
0.27%
COM
COF
0.26%
COM
XOM
0.26%
COM
AGN
0.26%
SHS
APTV
0.26%
SHS
CELG
0.26%
COM
PWR
0.25%
COM
FIS
0.25%
COM
DTE
0.25%
COM
HD
0.25%
COM
NVDA
0.25%
COM
VYM
0.25%
HIGH DIV YLD
SWK
0.25%
COM
MCK
0.25%
COM
GLD
0.25%
GOLD SHS
PEG
0.24%
COM
CVS
0.24%
COM
CF
0.24%
COM
LMT
0.24%
COM
COP
0.23%
COM
VLO
0.23%
COM
LKQ
0.23%
COM
ALK
0.23%
COM
UNM
0.22%
COM
EWBC
0.2%
COM
UNH
0.2%
COM
WBA
0.2%
COM
WFC
0.18%
COM
QEP
0.17%
COM
JPST
0.17%
ULTRA SHRT INC
NOV
0.16%
COM
BA
0.16%
COM
SHYG
0.16%
0-5YR HI YL CP
BRK.B
0.14%
CL B NEW
CEF
0.12%
UNIT
CEF
0.12%
CL A
PMX
0.11%
COM
PTY
0.11%
COM
EXG
0.09%
COM
NFJ
0.08%
COM
EAD
0.06%
COM SHS
IAG
0.04%
COM
AMD
3.94%
COM
ADP
3.78%
COM
VRSN
3.68%
COM
FTY
2.12%
REAL EST 50 ETF
EMB
2.04%
JP MOR EM MK ETF
VWO
1.34%
FTSE EMR MKT ETF
PPR
0.07%
SH BEN INT