0001085146-18-001164.txt : 20180427
0001085146-18-001164.hdr.sgml : 20180427
20180427134355
ACCESSION NUMBER: 0001085146-18-001164
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180427
DATE AS OF CHANGE: 20180427
EFFECTIVENESS DATE: 20180427
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Copperwynd Financial, LLC
CENTRAL INDEX KEY: 0001687832
IRS NUMBER: 260511764
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18264
FILM NUMBER: 18782684
BUSINESS ADDRESS:
STREET 1: 14256 N. NORTHSIGHT BLVD., SUITE B-115
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85260
BUSINESS PHONE: (480) 348-2100
MAIL ADDRESS:
STREET 1: 14256 N. NORTHSIGHT BLVD., SUITE B-115
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85260
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001687832
XXXXXXXX
03-31-2018
03-31-2018
false
Copperwynd Financial, LLC
14256 N. Northsight Blvd., Suite B-115
Scottsdale
AZ
85260
13F HOLDINGS REPORT
028-18264
N
Erick Newton
Chief Compliance Officer
480-348-2100
/s/ Erick Newton
Scottsdale
AZ
04-26-2018
0
92
145885
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALASKA AIR GROUP INC
COM
011659109
260
4195
SH
SOLE
0
0
4195
ALIGN TECHNOLOGY INC
COM
016255101
5969
23769
SH
SOLE
0
0
23769
ALLERGAN PLC
SHS
G0177J108
293
1743
SH
SOLE
0
0
1743
ALLSTATE CORP
COM
020002101
523
5517
SH
SOLE
0
0
5517
ALPHABET INC
CAP STK CL A
02079K305
476
459
SH
SOLE
0
0
459
AMAZON COM INC
COM
023135106
5836
4032
SH
SOLE
0
0
4032
AMERICAN AIRLS GROUP INC
COM
02376R102
367
7056
SH
SOLE
0
0
7056
AMERIPRISE FINL INC
COM
03076C106
408
2760
SH
SOLE
0
0
2760
APPLE INC
COM
037833100
622
3706
SH
SOLE
0
0
3706
APTIV PLC
SHS
G6095L109
412
4852
SH
SOLE
0
0
4852
BANK AMER CORP
COM
060505104
624
20813
SH
SOLE
0
0
20813
BANK NEW YORK MELLON CORP
COM
064058100
229
4450
SH
SOLE
0
0
4450
BELLATRIX EXPLORATION LTD
COM NEW
078314507
11
10400
SH
SOLE
0
0
10400
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
598
2
SH
SOLE
0
0
2
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
216
1082
SH
SOLE
0
0
1082
BIOGEN INC
COM
09062X103
315
1151
SH
SOLE
0
0
1151
BOEING CO
COM
097023105
348
1062
SH
SOLE
0
0
1062
CAPITAL ONE FINL CORP
COM
14040H105
418
4361
SH
SOLE
0
0
4361
CELGENE CORP
COM
151020104
282
3163
SH
SOLE
0
0
3163
CENTRAL FD CDA LTD
CL A
153501101
212
16042
SH
SOLE
0
0
16042
CF INDS HLDGS INC
COM
125269100
257
6824
SH
SOLE
0
0
6824
CHEVRON CORP NEW
COM
166764100
352
3086
SH
SOLE
0
0
3086
CISCO SYS INC
COM
17275R102
657
15314
SH
SOLE
0
0
15314
CONOCOPHILLIPS
COM
20825C104
361
6083
SH
SOLE
0
0
6083
CONSTELLATION BRANDS INC
CL A
21036P108
578
2536
SH
SOLE
0
0
2536
CVS HEALTH CORP
COM
126650100
486
7807
SH
SOLE
0
0
7807
DANAHER CORP DEL
COM
235851102
391
3992
SH
SOLE
0
0
3992
DARDEN RESTAURANTS INC
COM
237194105
438
5141
SH
SOLE
0
0
5141
DTE ENERGY CO
COM
233331107
293
2811
SH
SOLE
0
0
2811
EAST WEST BANCORP INC
COM
27579R104
473
7570
SH
SOLE
0
0
7570
EBAY INC
COM
278642103
574
14258
SH
SOLE
0
0
14258
ECOLAB INC
COM
278865100
261
1901
SH
SOLE
0
0
1901
EXXON MOBIL CORP
COM
30231G102
396
5314
SH
SOLE
0
0
5314
FIDELITY NATL INFORMATION SV
COM
31620M106
407
4222
SH
SOLE
0
0
4222
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
2509
59488
SH
SOLE
0
0
59488
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
2408
43773
SH
SOLE
0
0
43773
FISERV INC
COM
337738108
570
7996
SH
SOLE
0
0
7996
GILEAD SCIENCES INC
COM
375558103
349
4635
SH
SOLE
0
0
4635
GRAN TIERRA ENERGY INC
COM
38500T101
131
46900
SH
SOLE
0
0
46900
HOME DEPOT INC
COM
437076102
365
2046
SH
SOLE
0
0
2046
HOST HOTELS & RESORTS INC
COM
44107P104
505
27098
SH
SOLE
0
0
27098
HP INC
COM
40434L105
484
22084
SH
SOLE
0
0
22084
IAMGOLD CORP
COM
450913108
52
10000
SH
SOLE
0
0
10000
INTEL CORP
COM
458140100
2663
51126
SH
SOLE
0
0
51126
ISHARES TR
CORE S&P MCP ETF
464287507
5601
29862
SH
SOLE
0
0
29862
ISHARES TR
MICRO-CAP ETF
464288869
2326
24221
SH
SOLE
0
0
24221
ISHARES TR
RUS 1000 ETF
464287622
7008
47722
SH
SOLE
0
0
47722
JPMORGAN CHASE & CO
COM
46625H100
515
4683
SH
SOLE
0
0
4683
LKQ CORP
COM
501889208
452
11902
SH
SOLE
0
0
11902
LOCKHEED MARTIN CORP
COM
539830109
518
1534
SH
SOLE
0
0
1534
LOWES COS INC
COM
548661107
453
5157
SH
SOLE
0
0
5157
MASTERCARD INCORPORATED
CL A
57636Q104
579
3306
SH
SOLE
0
0
3306
MCKESSON CORP
COM
58155Q103
309
2191
SH
SOLE
0
0
2191
MERCADOLIBRE INC
COM
58733R102
6097
17107
SH
SOLE
0
0
17107
MICHAEL KORS HLDGS LTD
SHS
G60754101
536
8631
SH
SOLE
0
0
8631
NATIONAL OILWELL VARCO INC
COM
637071101
287
7808
SH
SOLE
0
0
7808
NATURES SUNSHINE PRODUCTS IN
COM
639027101
907
82479
SH
SOLE
0
0
82479
NETFLIX INC
COM
64110L106
5922
20050
SH
SOLE
0
0
20050
NVIDIA CORP
COM
67066G104
7497
32373
SH
SOLE
0
0
32373
PEOPLES UTAH BANCORP
COM
712706209
19248
595903
SH
SOLE
0
0
595903
PIMCO MUN INCOME FD III
COM
72201A103
167
14718
SH
SOLE
0
0
14718
POWERSHARES ETF TRUST
FTSE US1500 SM
73935X567
2352
18245
SH
SOLE
0
0
18245
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
306
6081
SH
SOLE
0
0
6081
QEP RES INC
COM
74733V100
399
40738
SH
SOLE
0
0
40738
QUANTA SVCS INC
COM
74762E102
290
8448
SH
SOLE
0
0
8448
ROPER TECHNOLOGIES INC
COM
776696106
407
1451
SH
SOLE
0
0
1451
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
2568
10639
SH
SOLE
0
0
10639
SPDR GOLD TRUST
GOLD SHS
78463V107
2480
19713
SH
SOLE
0
0
19713
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2270
57750
SH
SOLE
0
0
57750
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
14485
468175
SH
SOLE
0
0
468175
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
2613
16597
SH
SOLE
0
0
16597
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
2499
20234
SH
SOLE
0
0
20234
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
212
16042
SH
SOLE
0
0
16042
STANLEY BLACK & DECKER INC
COM
854502101
365
2385
SH
SOLE
0
0
2385
STERICYCLE INC
COM
858912108
227
3879
SH
SOLE
0
0
3879
TARGET CORP
COM
87612E106
440
6340
SH
SOLE
0
0
6340
THERMO FISHER SCIENTIFIC INC
COM
883556102
453
2193
SH
SOLE
0
0
2193
TPI COMPOSITES INC
COM
87266J104
2316
103177
SH
SOLE
0
0
103177
TRAVELERS COMPANIES INC
COM
89417E109
433
3121
SH
SOLE
0
0
3121
TYSON FOODS INC
CL A
902494103
468
6396
SH
SOLE
0
0
6396
UNION PAC CORP
COM
907818108
393
2925
SH
SOLE
0
0
2925
UNITEDHEALTH GROUP INC
COM
91324P102
377
1763
SH
SOLE
0
0
1763
UNUM GROUP
COM
91529Y106
420
8816
SH
SOLE
0
0
8816
VALERO ENERGY CORP NEW
COM
91913Y100
366
3944
SH
SOLE
0
0
3944
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3383
72012
SH
SOLE
0
0
72012
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
8680
77339
SH
SOLE
0
0
77339
VERIZON COMMUNICATIONS INC
COM
92343V104
436
9111
SH
SOLE
0
0
9111
VOYA PRIME RATE TR
SH BEN INT
92913A100
78
14913
SH
SOLE
0
0
14913
WALGREENS BOOTS ALLIANCE INC
COM
931427108
328
5011
SH
SOLE
0
0
5011
WALMART INC
COM
931142103
426
4792
SH
SOLE
0
0
4792
WELLS FARGO CO NEW
COM
949746101
301
5748
SH
SOLE
0
0
5748
WISDOMTREE TR
US MIDCP EARNING
97717W570
2313
59805
SH
SOLE
0
0
59805