1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Gradient Investments LLC Buys Invesco S&P 500 Low Volatility, iShares S&P 500 Value, Vanguard Intermediate-Term Corporate Bond ETF, Sells SPDR Portfolio Aggregate Bond, SPDR Portfolio Short Term Corporate Bond, SPDR Portfolio Developed World ex-US

Arden Hills, MN, based Investment company Gradient Investments LLC buys Invesco S&P 500 Low Volatility, iShares S&P 500 Value, Vanguard Intermediate-Term Corporate Bond ETF, iShares J.P. Morgan EM Local Currency Bond, iShares Core S&P Total U.S. Stock Market, SPDR Index Shares Fund Portfolio Emerging Markets, SPDR Bloomberg Barclays Mortgage Backed Bond, Darden Restaurants Inc, Cinemark Holdings Inc, Equinix Inc, Public Service Enterprise Group Inc, Discover Financial Services, Digital Realty Trust Inc, International Flavors & Fragrances Inc, Sysco Corp, Target Corp, C.H. Robinson Worldwide Inc, CME Group Inc, Alaska Air Group Inc, Invesco Financial Preferred, SPDR Bloomberg Barclays Emerging Markets Local Bon, First Trust DJ Global Select Dividend, AstraZeneca PLC, Microsoft Corp, WellCare Health Plans Inc, Netflix Inc, HealthEquity Inc, Expedia Group Inc, Saia Inc, Timberland Bancorp Inc, Insulet Corp, BlackLine Inc, VanEck Vectors Fallen Angel High Yield Bond, SPDR MSCI ACWI ex-US, Berkshire Hathaway Inc, Teladoc Health Inc, iShares MSCI KLD 400 Social, SPDR S&P Global Infrastructure, Aberdeen Standard Physical Platinum Shares, Schwab U.S. REIT, Prologis Inc, Abbott Laboratories, American Express Co, AptarGroup Inc, Becton, Dickinson and Co, Biomarin Pharmaceutical Inc, Cognizant Technology Solutions Corp, D.R. Horton Inc, Dominion Energy Inc, Eli Lilly and Co, NextEra Energy Inc, Intercontinental Exchange Inc, Nike Inc, Simon Property Group Inc, Thermo Fisher Scientific Inc, Union Pacific Corp, UnitedHealth Group Inc, Dollar General Corp, Marathon Petroleum Corp, Alphabet Inc, Invesco S&P Emerging Markets Low Volatility, VanEck Vectors Gold Miners, First Trust NASDAQ Clean Edge Green Energy Index F, 3M Co, Cigna Corp, ConocoPhillips, Costco Wholesale Corp, Duke Energy Corp, EOG Resources Inc, Ecolab Inc, General Electric Co, Gilead Sciences Inc, Goldman Sachs Group Inc, Helmerich & Payne Inc, Micron Technology Inc, Starbucks Corp, Synopsys Inc, Walmart Inc, The Walt Disney Co, Wells Fargo, Altaba Inc, DNP Select Income Fund Inc, Matador Resources Co, American Finance Trust Inc, Schwab US Dividend Equity, Agilent Technologies Inc, American Tower Corp, Annaly Capital Management Inc, Apollo Investment Corp, Barrick Gold Corp, Axos Financial Inc, Brinker International Inc, Cadence Design Systems Inc, DXC Technology Co, Curtiss-Wright Corp, Hawaiian Electric Industries Inc, HP Inc, Hill-Rom Holdings Inc, Jones Lang LaSalle Inc, Leggett & Platt Inc, Lithia Motors Inc, Prudential Financial Inc, Selective Insurance Group Inc, Take-Two Interactive Software Inc, Thomson Reuters Corp, The Ultimate Software Group Inc, Westinghouse Air Brake Technologies Corp, Whirlpool Corp, Xcel Energy Inc, Western Asset Managed Municipals Fd Inc, Nuveen Maryland Quality Municipal Income Fund, Blackrock Muni Enhanced Fund Inc, Nuveen California Quality Municipal Income Fund, Takeda Pharmaceutical Co, CoreSite Realty Corp, Booz Allen Hamilton Holding Corp, WPX Energy Inc, Berry Global Group Inc, New Residential Investment Corp, Marrone Bio Innovations Inc, Columbia Property Trust Inc, Paycom Software Inc, Aurora Cannabis Inc, Keysight Technologies Inc, Shopify Inc, Planet Fitness Inc, Hewlett Packard Enterprise Co, The RMR Group Inc, Everbridge Inc, Brighthouse Financial Inc, Perspecta Inc, Garrett Motion Inc, Dell Technologies Inc, iShares MSCI ACWI Index Fund, Vanguard Total International Bond ETF, SPDR Dow Jones Industrial Average, VanEck Vectors J.P. Morgan EM Local Currency Bond, First Trust North American Energy Infrastructure F, iShares MSCI Japan Index Fund, First Trust DJ Internet Index Fund, Schwab Fundamental U.S. Small Company Index, First Trust Senior Loan Fund ETF, First Trust High Yield Long/Short ETF, SPDR Nuveen S&P High Yield Municipal Bond, iShares 7-10 Year Treasury Bond ETF, iShares Russell 1000 Value, iShares S&P 100, Fidelity Nasdaq Composite Index Tracking Stock, SPDR DJ Wilshire REIT, Schwab U.S. Mid Cap, iShares MSCI EAFE Small-Cap ETF, iShares Broad USD Investment Grade Corporate Bond , SPDR Series Trust S&P Biotech, The Communication Services Select Sector SPDR Fund, SPDR Select Sector Fund - Utilities, SPDR S&P Metals & Mining, sells SPDR Portfolio Aggregate Bond, SPDR Portfolio Short Term Corporate Bond, SPDR Portfolio Developed World ex-US, Vanguard Short-Term Corporate Bond ETF, Global X MLP, SPDR Portfolio Small Cap, Broadcom Inc, Air Products & Chemicals Inc, Merck Inc, Cisco Systems Inc, PPL Corp, The Home Depot Inc, Stanley Black & Decker Inc, Honeywell International Inc, US Bancorp, Altria Group Inc, CVS Health Corp, Philip Morris International Inc, SunTrust Banks Inc, iShares MBS ETF, Conagra Brands Inc, VanEck Vectors Emerging Markets High Yield Bond, SPDR S&P International Dividend, CenterPoint Energy Inc, KLA-Tencor Corp, Thomson Reuters Corp, Schwab U.S. Large-Cap, Xtrackers MSCI EAFE Hedged Equity, BP PLC, China Mobile, Diageo PLC, Nokia Oyj, Novo Nordisk A/S, Eni SpA, Mitek Systems Inc, National Grid PLC, RELX PLC, Royal Bank of Canada, Royal Dutch Shell PLC, Taiwan Semiconductor Manufacturing Co, Toyota Motor Corp, SRC Energy Inc, QuinStreet Inc, ABB, BCE Inc, Banco Santander SA, Bank of Nova Scotia, Celgene Corp, Copa Holdings SA, HSBC Holdings PLC, ING Groep NV, Royal Philips NV, Sanofi SA, Westpac Banking Corp, Mizuho Financial Group Inc, Box Inc, SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, SPDR S&P 500, LKQ Corp, Total SA, UBS Group AG, Ulta Beauty Inc, Air Lease Corp, Hortonworks Inc, Evolent Health Inc, SPDR DJ Wilshire Global Real Estate, Schwab U.S. TIPs, Vodafone Group PLC, Concho Resources Inc, Vanguard Total Bond Market ETF, iShares Core S&P 500, iShares Russell 2000 Growth, Schwab US Aggregate Bond, CACI International Inc, Charles Schwab Corp, Incyte Corp, LTC Properties Inc, Virtusa Corp, Cigna Corp, Splunk Inc, Palo Alto Networks Inc, PayPal Holdings Inc, ZTO Express (Cayman) Inc, iShares Russell 1000 Growth, Schwab Emerging Markets Equity, SPDR Nuveen Bloomberg Barclays Municipal Bond, Alexion Pharmaceuticals Inc, American Electric Power Co Inc, Earthstone Energy Inc, Carrizo Oil & Gas Inc, Eaton Corp PLC, Edison International, Expeditors International of Washington Inc, Ford Motor Co, Magellan Midstream Partners LP, Tellurian Inc, NVIDIA Corp, Pfizer Inc, Rockwell Automation Inc, Schlumberger, Superior Energy Services Inc, Trustmark Corp, Vulcan Materials Co, WD-40 Co, Malibu Boats Inc, Alibaba Group Holding, Pure Storage Inc, Cloudera Inc, Newmark Group Inc, Invesco BulletShares 2019 Corporate Bond, SPDR Gold Trust, iShares Core MSCI EAFE, iShares Core S&P Small-Cap, iShares National Muni Bond, Invesco QQQ Trust Series 1, SPDR S&P Dividend, SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares Silver Trust, iShares TIPS Bond, iShares Edge MSCI Min Vol USA, Vanguard Div Appreciation, Vanguard S&P 500, Vanguard Growth, SPDR Select Sector Fund - Financial, Chubb, Abercrombie & Fitch Co, Abiomed Inc, Accenture PLC, Advance Auto Parts Inc, Affiliated Managers Group Inc, Aflac Inc, Alliant Energy Corp, Ameren Corp, Invesco, Ansys Inc, Archer-Daniels Midland Co, Ares Capital Corp, Axcelis Technologies Inc, BP Prudhoe Bay Royalty Trust, Baidu Inc, Bank of New York Mellon Corp, Bank OZK, Barclays PLC, Best Buy Co Inc, Bio-Rad Laboratories Inc, BlackRock Inc, British American Tobacco PLC, Bruker Corp, Brunswick Corp, CBS Corp, California Water Service Group, Cameco Corp, Canadian Pacific Railway, Chesapeake Energy Corp, Cincinnati Financial Corp, Cintas Corp, Frontier Communications Corp, Tapestry Inc, Ambev SA, Constellation Brands Inc, Corning Inc, Credicorp, Credit Suisse Group AG, Crown Castle International Corp, Cummins Inc, Cypress Semiconductor Corp, Danaher Corp, Dover Corp, Edwards Lifesciences Corp, Encana Corp, Endo International PLC, EnPro Industries Inc, EPR Properties, Essex Property Trust Inc, Fiserv Inc, Flowserve Corp, Frontline, GATX Corp, Graphic Packaging Holding Co, Halliburton Co, Monster Beverage Corp, HCP Inc, Welltower Inc, Heartland Financial USA Inc, Hexcel Corp, Huntsman Corp, Illumina Inc, Blucora Inc, Infosys, International Paper Co, Intuitive Surgical Inc, Kellogg Co, Korea Electric Power Corp, Las Vegas Sands Corp, Lexington Realty Trust, Lincoln National Corp, Perma-Pipe International Holdings Inc, Manulife Financial Corp, Marsh & McLennan Inc, S&P Global Inc, McKesson Corp, Molson Coors Brewing Co, Monolithic Power Systems Inc, Murphy Oil Corp, NCR Corp, NRG Energy Inc, Nasdaq Inc, National Oilwell Varco Inc, Insys Therapeutics Inc, Novartis AG, Nu Skin Enterprises Inc, Nuance Communications Inc, OGE Energy Corp, National Holdings Corp, Oracle Corp, PACCAR Inc, Perrigo Co PLC, PDC Energy Inc, Plug Power Inc, Booking Holdings Inc, Prudential PLC, Public Storage, Qualcomm Inc, RPC Inc, Raytheon Co, WRKCo Inc, Royal Caribbean Cruises, SBA Communications Corp, SK Telecom Co, Schnitzer Steel Industries Inc, Service Corp International, Sherwin-Williams Co, Shire PLC, Signet Jewelers, Sirius XM Holdings Inc, Standex International Corp, Stein Mart Inc, Texas Instruments Inc, The Toronto-Dominion Bank, Trimble Inc, Unilever PLC, Valero Energy Corp, Valley National Bancorp, Ventas Inc, Viacom Inc, W.P. Carey Inc, West Pharmaceutical Services Inc, Westell Technologies Inc, Weyerhaeuser Co, Xerox Corp, Zimmer Biomet Holdings Inc, OPKO Health Inc, Fox Corp, Chipotle Mexican Grill Inc, Loews Corp, Royal Dutch Shell PLC, Morgan Stanley Emerging Markets Fund Inc, Nuveen Arizona Quality Municipal Income Fund, Neuberger Berman R/E Securities Income, Eaton Vance Floating-rate Income Trust, Hanesbrands Inc, Shutterfly Inc, First Solar Inc, Blackstone Group LP, American Water Works Co Inc, MSCI Inc, Two Harbors Investment Corp, Brookfield Infrastructure Partners LP, International Game Technology PLC, SITE Centers Corp, Apollo Investment Corp, Medidata Solutions Inc, Opiant Pharmaceuticals Inc, Pembina Pipeline Corp, Tesla Inc, LyondellBasell Industries NV, Sabra Health Care REIT Inc, Kinder Morgan Inc, GNC Holdings Inc, VEREIT Inc, Xylem Inc, Aptiv PLC, Nuveen Real Asset Income and Growth Fund, ServiceNow Inc, SunCoke Energy Partners LP, Bright Horizons Family Solutions Inc, Zoetis Inc, Icon PLC, Physicians Realty Trust, AMC Entertainment Holdings Inc, American Airlines Group Inc, ONE Gas Inc, Sabre Corp, FS KKR Capital Corp, JD.com Inc, Arista Networks Inc, Goldman Sachs MLP and Energy Renaissance Fund, ViewRay Inc, New Relic Inc, Etsy Inc, NextDecade Corp, Uniti Group Inc, Bojangles Inc, Global Net Lease Inc, The Kraft Heinz Co, Square Inc, Acacia Communications Inc, AdvanSix Inc, Yum China Holdings Inc, Lamb Weston Holdings Inc, Athene Holding, Granite Point Mortgage Trust Inc, Tidewater Inc, Micro Focus International PLC, SailPoint Technologies Holdings Inc, Unity Biotechnology Inc, Tilray Inc, NIO Inc, Resideo Technologies Inc, iShares MSCI EAFE Value, iShares J.P. Morgan USD Emerging Markets Bond ETF, First Trust Large Cap Core AlphaDEX Fund, iShares Core High Dividend, iShares Currency Hedged MSCI Eurozone, iShares 3-7 Year Treasury Bond ETF, iShares Core S&P U.S. Value ETF, iShares Russell 2000 Value, iShares Russell Mid-Cap, iShares Russell Mid-cap Value, iShares Russell 3000, SPDR Bloomberg Barclays High Yield Bond, JPMorgan Diversified Return International Equity, iShares Global Utilities, iShares iBoxx $ Investment Grade Corporate Bond, PIMCO Enhanced Short Maturity Active Exchange-Trad, Invesco Preferred, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, Schwab U.S. Small-Cap, Schwab International Small-Cap Equity, Schwab International Equity, Schwab U.S. Large-Cap Growth, Schwab Short-Term U.S. Treasury, Schwab U.S. Large-Cap Value, iShares 1-3 Year Treasury Bond ETF, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, VanEck Vectors Semiconductor, Invesco S&P 500 High Beta, Vanguard Small-Cap, Vanguard Small-Cap Growth, Vanguard Small-Cap Value, Vanguard FTSE Developed Markets, Vanguard FTSE All World Ex US, Vanguard Short-Term Treasury ETF, Vanguard Mortgage-Backed Securities ETF, Vanguard Tax-Exempt Bond, Vanguard Short-Term Inflation-Protected Securities, Vanguard Large-Cap, Vanguard FTSE Emerging Markets, Vanguard High Dividend Yield, SPDR Select Sector Fund - Consumer Staples, SPDR Select Sector Fund - Consumer Discretionary during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Gradient Investments LLC. As of 2019Q1, Gradient Investments LLC owns 828 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Gradient Investments LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gradient+investments+llc/current-portfolio/portfolio

These are the top 5 holdings of Gradient Investments LLC
  1. Invesco S&P 500 Low Volatility (SPLV) - 5,941,495 shares, 23.21% of the total portfolio. New Position
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 977,627 shares, 5.79% of the total portfolio. Shares reduced by 23.51%
  3. SPDR Portfolio Aggregate Bond (SPAB) - 2,090,067 shares, 4.43% of the total portfolio. Shares reduced by 43.44%
  4. SPDR Index Shares Fund Portfolio Emerging Markets (SPEM) - 1,203,047 shares, 3.19% of the total portfolio. Shares added by 47.84%
  5. iShares S&P 500 Value (IVE) - 379,092 shares, 3.17% of the total portfolio. Shares added by 485915.38%
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Gradient Investments LLC initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.78. The impact to a portfolio due to this purchase was 23.21%. The holding were 5,941,495 shares as of .

New Purchase: SPDR Bloomberg Barclays Mortgage Backed Bond (MBG)

Gradient Investments LLC initiated holding in SPDR Bloomberg Barclays Mortgage Backed Bond. The purchase prices were between $25.39 and $25.88, with an estimated average price of $25.55. The stock is now traded at around $25.73. The impact to a portfolio due to this purchase was 0.88%. The holding were 456,634 shares as of .

New Purchase: Cinemark Holdings Inc (CNK)

Gradient Investments LLC initiated holding in Cinemark Holdings Inc. The purchase prices were between $35.8 and $40.92, with an estimated average price of $39.04. The stock is now traded at around $40.93. The impact to a portfolio due to this purchase was 0.62%. The holding were 207,266 shares as of .

New Purchase: Equinix Inc (EQIX)

Gradient Investments LLC initiated holding in Equinix Inc. The purchase prices were between $345.94 and $458.29, with an estimated average price of $406.03. The stock is now traded at around $460.45. The impact to a portfolio due to this purchase was 0.61%. The holding were 18,093 shares as of .

New Purchase: International Flavors & Fragrances Inc (IFF)

Gradient Investments LLC initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $122.54 and $145.88, with an estimated average price of $132.68. The stock is now traded at around $130.37. The impact to a portfolio due to this purchase was 0.57%. The holding were 59,726 shares as of .

New Purchase: C.H. Robinson Worldwide Inc (CHRW)

Gradient Investments LLC initiated holding in C.H. Robinson Worldwide Inc. The purchase prices were between $79.92 and $92.18, with an estimated average price of $87.83. The stock is now traded at around $89.31. The impact to a portfolio due to this purchase was 0.54%. The holding were 83,532 shares as of .

Added: iShares S&P 500 Value (IVE)

Gradient Investments LLC added to a holding in iShares S&P 500 Value by 485915.38%. The purchase prices were between $99.16 and $114.4, with an estimated average price of $109.69. The stock is now traded at around $115.38. The impact to a portfolio due to this purchase was 3.17%. The holding were 379,092 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Gradient Investments LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 85137.22%. The purchase prices were between $82.86 and $86.96, with an estimated average price of $84.72. The stock is now traded at around $86.77. The impact to a portfolio due to this purchase was 2.21%. The holding were 343,506 shares as of .

Added: iShares J.P. Morgan EM Local Currency Bond (LEMB)

Gradient Investments LLC added to a holding in iShares J.P. Morgan EM Local Currency Bond by 157829.31%. The purchase prices were between $43.08 and $45.44, with an estimated average price of $44.52. The stock is now traded at around $44.56. The impact to a portfolio due to this purchase was 1.79%. The holding were 549,594 shares as of .

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

Gradient Investments LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 27478.62%. The purchase prices were between $55.45 and $64.92, with an estimated average price of $61.94. The stock is now traded at around $65.74. The impact to a portfolio due to this purchase was 1.11%. The holding were 232,212 shares as of .

Added: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Gradient Investments LLC added to a holding in SPDR Index Shares Fund Portfolio Emerging Markets by 47.84%. The purchase prices were between $32 and $36.28, with an estimated average price of $34.78. The stock is now traded at around $36.44. The impact to a portfolio due to this purchase was 1.03%. The holding were 1,203,047 shares as of .

Added: Darden Restaurants Inc (DRI)

Gradient Investments LLC added to a holding in Darden Restaurants Inc by 13183.99%. The purchase prices were between $98.32 and $121.47, with an estimated average price of $109.51. The stock is now traded at around $116.01. The impact to a portfolio due to this purchase was 0.66%. The holding were 73,859 shares as of .

Sold Out: Thomson Reuters Corp (TOCB)

Gradient Investments LLC sold out a holding in Thomson Reuters Corp. The sale prices were between $40.99 and $52.35, with an estimated average price of $46.28.

Sold Out: Hortonworks Inc (HDP)

Gradient Investments LLC sold out a holding in Hortonworks Inc. The sale prices were between $14.42 and $14.68, with an estimated average price of $14.59.

Sold Out: CACI International Inc (CACI)

Gradient Investments LLC sold out a holding in CACI International Inc. The sale prices were between $140.81 and $185.76, with an estimated average price of $169.86.

Sold Out: LTC Properties Inc (LTC)

Gradient Investments LLC sold out a holding in LTC Properties Inc. The sale prices were between $40.26 and $47.76, with an estimated average price of $44.91.

Sold Out: Cigna Corp (CGN)

Gradient Investments LLC sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.88.

Sold Out: Vanguard S&P 500 (VOO)

Gradient Investments LLC sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.



Here is the complete portfolio of Gradient Investments LLC. Also check out:

1. Gradient Investments LLC's Undervalued Stocks
2. Gradient Investments LLC's Top Growth Companies, and
3. Gradient Investments LLC's High Yield stocks
4. Stocks that Gradient Investments LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK