0001085146-18-000348.txt : 20180206
0001085146-18-000348.hdr.sgml : 20180206
20180206083808
ACCESSION NUMBER: 0001085146-18-000348
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180206
DATE AS OF CHANGE: 20180206
EFFECTIVENESS DATE: 20180206
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: 18576287
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
12-31-2017
12-31-2017
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
01-23-2018
0
94
136959
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALASKA AIR GROUP INC
COM
011659109
266
3618
SH
SOLE
0
0
3618
ALLERGAN PLC
SHS
G0177J108
214
1310
SH
SOLE
0
0
1310
ALLSTATE CORP
COM
020002101
464
4428
SH
SOLE
0
0
4428
ALPHABET INC
CAP STK CL A
02079K305
451
428
SH
SOLE
0
0
428
AMERICAN AIRLS GROUP INC
COM
02376R102
419
8056
SH
SOLE
0
0
8056
AMERIPRISE FINL INC
COM
03076C106
431
2543
SH
SOLE
0
0
2543
APPLE INC
COM
037833100
567
3353
SH
SOLE
0
0
3353
APTIV PLC
SHS
G6095L109
376
4437
SH
SOLE
0
0
4437
BANK AMER CORP
COM
060505104
528
17884
SH
SOLE
0
0
17884
BANK NEW YORK MELLON CORP
COM
064058100
240
4450
SH
SOLE
0
0
4450
BELLATRIX EXPLORATION LTD
COM NEW
078314507
18
10400
SH
SOLE
0
0
10400
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
595
2
SH
SOLE
0
0
2
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
214
1082
SH
SOLE
0
0
1082
BIOGEN INC
COM
09062X103
324
1017
SH
SOLE
0
0
1017
BOEING CO
COM
097023105
5422
18384
SH
SOLE
0
0
18384
CAPITAL ONE FINL CORP
COM
14040H105
398
3993
SH
SOLE
0
0
3993
CELGENE CORP
COM
151020104
284
2721
SH
SOLE
0
0
2721
CF INDS HLDGS INC
COM
125269100
260
6104
SH
SOLE
0
0
6104
CHEVRON CORP NEW
COM
166764100
348
2779
SH
SOLE
0
0
2779
CISCO SYS INC
COM
17275R102
557
14552
SH
SOLE
0
0
14552
CONOCOPHILLIPS
COM
20825C104
300
5470
SH
SOLE
0
0
5470
CONSTELLATION BRANDS INC
CL A
21036P108
549
2400
SH
SOLE
0
0
2400
CREDIT SUISSE NASSAU BRH
INVRS VIX STERM
22542D795
1199
8919
SH
SOLE
0
0
8919
CVS HEALTH CORP
COM
126650100
513
7069
SH
SOLE
0
0
7069
DANAHER CORP DEL
COM
235851102
332
3577
SH
SOLE
0
0
3577
DARDEN RESTAURANTS INC
COM
237194105
458
4771
SH
SOLE
0
0
4771
DTE ENERGY CO
COM
233331107
278
2538
SH
SOLE
0
0
2538
EAST WEST BANCORP INC
COM
27579R104
460
7570
SH
SOLE
0
0
7570
EBAY INC
COM
278642103
442
11717
SH
SOLE
0
0
11717
ECOLAB INC
COM
278865100
227
1693
SH
SOLE
0
0
1693
EXXON MOBIL CORP
COM
30231G102
444
5314
SH
SOLE
0
0
5314
FIDELITY NATL INFORMATION SV
COM
31620M106
397
4222
SH
SOLE
0
0
4222
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
1633
31816
SH
SOLE
0
0
31816
FISERV INC
COM
337738108
498
3799
SH
SOLE
0
0
3799
GILEAD SCIENCES INC
COM
375558103
291
4057
SH
SOLE
0
0
4057
GRAN TIERRA ENERGY INC
COM
38500T101
127
46900
SH
SOLE
0
0
46900
HOME DEPOT INC
COM
437076102
388
2046
SH
SOLE
0
0
2046
HOST HOTELS & RESORTS INC
COM
44107P104
478
24060
SH
SOLE
0
0
24060
HP INC
COM
40434L105
427
20327
SH
SOLE
0
0
20327
IAMGOLD CORP
COM
450913108
58
10000
SH
SOLE
0
0
10000
INTEL CORP
COM
458140100
2326
50389
SH
SOLE
0
0
50389
INTUITIVE SURGICAL INC
COM NEW
46120E602
5080
13919
SH
SOLE
0
0
13919
ISHARES TR
CORE S&P MCP ETF
464287507
5505
29005
SH
SOLE
0
0
29005
ISHARES TR
CORE S&P500 ETF
464287200
434
1616
SH
SOLE
0
0
1616
ISHARES TR
EAFE GRWTH ETF
464288885
924
11442
SH
SOLE
0
0
11442
ISHARES TR
EAFE VALUE ETF
464288877
889
16103
SH
SOLE
0
0
16103
ISHARES TR
RUS 1000 ETF
464287622
7077
47620
SH
SOLE
0
0
47620
ISHARES TR
S&P 500 GRWT ETF
464287309
1883
12323
SH
SOLE
0
0
12323
ISHARES TR
U.S. BAS MTL ETF
464287838
1856
18162
SH
SOLE
0
0
18162
JPMORGAN CHASE & CO
COM
46625H100
475
4443
SH
SOLE
0
0
4443
LKQ CORP
COM
501889208
452
11111
SH
SOLE
0
0
11111
LOCKHEED MARTIN CORP
COM
539830109
492
1534
SH
SOLE
0
0
1534
LOWES COS INC
COM
548661107
446
4801
SH
SOLE
0
0
4801
MASTERCARD INCORPORATED
CL A
57636Q104
483
3191
SH
SOLE
0
0
3191
MCKESSON CORP
COM
58155Q103
290
1858
SH
SOLE
0
0
1858
MERCADOLIBRE INC
COM
58733R102
5666
18008
SH
SOLE
0
0
18008
MICHAEL KORS HLDGS LTD
SHS
G60754101
521
8276
SH
SOLE
0
0
8276
MICRON TECHNOLOGY INC
COM
595112103
4826
117365
SH
SOLE
0
0
117365
NATIONAL OILWELL VARCO INC
COM
637071101
246
6831
SH
SOLE
0
0
6831
NATURES SUNSHINE PRODUCTS IN
COM
639027101
953
82479
SH
SOLE
0
0
82479
NVIDIA CORP
COM
67066G104
6154
31806
SH
SOLE
0
0
31806
PEOPLES UTAH BANCORP
COM
712706209
18101
597403
SH
SOLE
0
0
597403
PIMCO MUN INCOME FD III
COM
72201A103
168
14500
SH
SOLE
0
0
14500
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
209
1342
SH
SOLE
0
0
1342
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
284
5510
SH
SOLE
0
0
5510
QEP RES INC
COM
74733V100
390
40738
SH
SOLE
0
0
40738
QUANTA SVCS INC
COM
74762E102
297
7599
SH
SOLE
0
0
7599
ROPER TECHNOLOGIES INC
COM
776696106
353
1363
SH
SOLE
0
0
1363
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
3998
16160
SH
SOLE
0
0
16160
SPDR GOLD TRUST
GOLD SHS
78463V107
415
3358
SH
SOLE
0
0
3358
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10869
40731
SH
SOLE
0
0
40731
SPDR SER TR
PORTFOLIO SM ETF
78468R853
1856
61545
SH
SOLE
0
0
61545
SPDR SER TR
RUSSELL MOMENTUM
78468R762
1916
26342
SH
SOLE
0
0
26342
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
1942
62025
SH
SOLE
0
0
62025
STANLEY BLACK & DECKER INC
COM
854502101
377
2221
SH
SOLE
0
0
2221
TARGET CORP
COM
87612E106
381
5833
SH
SOLE
0
0
5833
THERMO FISHER SCIENTIFIC INC
COM
883556102
390
2056
SH
SOLE
0
0
2056
TPI COMPOSITES INC
COM
87266J104
2111
103177
SH
SOLE
0
0
103177
TRAVELERS COMPANIES INC
COM
89417E109
389
2867
SH
SOLE
0
0
2867
TYSON FOODS INC
CL A
902494103
492
6063
SH
SOLE
0
0
6063
UNION PAC CORP
COM
907818108
365
2719
SH
SOLE
0
0
2719
UNITEDHEALTH GROUP INC
COM
91324P102
390
1767
SH
SOLE
0
0
1767
UNUM GROUP
COM
91529Y106
446
8125
SH
SOLE
0
0
8125
US BANCORP DEL
COM NEW
902973304
271
5060
SH
SOLE
0
0
5060
VALERO ENERGY CORP NEW
COM
91913Y100
342
3718
SH
SOLE
0
0
3718
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5209
35241
SH
SOLE
0
0
35241
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5427
118209
SH
SOLE
0
0
118209
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
279
6221
SH
SOLE
0
0
6221
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
8752
78611
SH
SOLE
0
0
78611
VERIZON COMMUNICATIONS INC
COM
92343V104
506
9560
SH
SOLE
0
0
9560
VOYA PRIME RATE TR
SH BEN INT
92913A100
76
14913
SH
SOLE
0
0
14913
WALGREENS BOOTS ALLIANCE INC
COM
931427108
319
4393
SH
SOLE
0
0
4393
WAL-MART STORES INC
COM
931142103
428
4331
SH
SOLE
0
0
4331
WELLS FARGO CO NEW
COM
949746101
358
5900
SH
SOLE
0
0
5900