Copperwynd Financial, LLC Buys Cadence Design Systems Inc, Automatic Data Processing Inc, VeriSign Inc, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares 1-3 Year Treasury Bond ETF, JPMorgan Ultra-Short Income

Investment company Copperwynd Financial, LLC buys Cadence Design Systems Inc, Automatic Data Processing Inc, VeriSign Inc, Lululemon Athletica Inc, Advanced Micro Devices Inc, iShares Core U.S. REIT, Invesco QQQ Trust Series 1, iShares J.P. Morgan USD Emerging Markets Bond ETF, SPDR Index Shares Fund Portfolio Emerging Markets, Merck Inc, Eli Lilly and Co, Procter & Gamble Co, Exelon Corp, Xcel Energy Inc, Starbucks Corp, McDonald's Corp, Duke Energy Corp, Verizon Communications Inc, SPDR Portfolio Total Stock Market, SPDR Portfolio Aggregate Bond, iShares 0-5 Year High Yield Corporate Bond, Wells Fargo Income Opportunities Fund, Eaton Vance Tax-Mgd Glbl Div Eq Inc, National Oilwell Varco Inc, Iamgold Corp, Voya Prime Rate Trust, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares 1-3 Year Treasury Bond ETF, JPMorgan Ultra-Short Income, SPDR S&P 500, SPDR Portfolio Small Cap, SPDR Gold Trust, SPDR Series Trust Portfolio S&P 500 Growth, iShares Expanded Tech Sector, Netflix Inc, Abbott Laboratories, Amazon.com Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Copperwynd Financial, LLC. As of 2019Q1, Copperwynd Financial, LLC owns 102 stocks with a total value of $163 million. These are the details of the buys and sells.

For the details of Copperwynd Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/copperwynd+financial%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Copperwynd Financial, LLC
  1. People's Utah Bancorp (PUB) - 586,379 shares, 9.47% of the total portfolio.
  2. JPMorgan Ultra-Short Income (JPST) - 199,881 shares, 6.16% of the total portfolio. Shares reduced by 55.25%
  3. Vanguard Mega Cap Growth (MGK) - 66,862 shares, 5.09% of the total portfolio. Shares reduced by 0.28%
  4. Lululemon Athletica Inc (LULU) - 48,060 shares, 4.83% of the total portfolio. Shares added by 206.74%
  5. iShares Russell 1000 (IWB) - 48,569 shares, 4.68% of the total portfolio. Shares added by 3.96%
New Purchase: Cadence Design Systems Inc (CDNS)

Copperwynd Financial, LLC initiated holding in Cadence Design Systems Inc. The purchase prices were between $41.53 and $63.51, with an estimated average price of $52.72. The stock is now traded at around $69.36. The impact to a portfolio due to this purchase was 3.96%. The holding were 101,825 shares as of .

New Purchase: Automatic Data Processing Inc (ADP)

Copperwynd Financial, LLC initiated holding in Automatic Data Processing Inc. The purchase prices were between $126.21 and $159.74, with an estimated average price of $144.95. The stock is now traded at around $161.03. The impact to a portfolio due to this purchase was 3.86%. The holding were 39,440 shares as of .

New Purchase: VeriSign Inc (VRSN)

Copperwynd Financial, LLC initiated holding in VeriSign Inc. The purchase prices were between $142.59 and $185.38, with an estimated average price of $171.14. The stock is now traded at around $194.64. The impact to a portfolio due to this purchase was 3.76%. The holding were 33,786 shares as of .

New Purchase: iShares Core U.S. REIT (USRT)

Copperwynd Financial, LLC initiated holding in iShares Core U.S. REIT. The purchase prices were between $43.8 and $51.95, with an estimated average price of $49.48. The stock is now traded at around $51.88. The impact to a portfolio due to this purchase was 2.17%. The holding were 68,400 shares as of .

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Copperwynd Financial, LLC initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $185.00. The impact to a portfolio due to this purchase was 2.12%. The holding were 19,254 shares as of .

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Copperwynd Financial, LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $102.22 and $109.29, with an estimated average price of $106.55. The stock is now traded at around $109.33. The impact to a portfolio due to this purchase was 2.09%. The holding were 30,985 shares as of .

Added: Lululemon Athletica Inc (LULU)

Copperwynd Financial, LLC added to a holding in Lululemon Athletica Inc by 206.74%. The purchase prices were between $121.61 and $167.54, with an estimated average price of $145.83. The stock is now traded at around $173.68. The impact to a portfolio due to this purchase was 3.26%. The holding were 48,060 shares as of .

Added: Advanced Micro Devices Inc (AMD)

Copperwynd Financial, LLC added to a holding in Advanced Micro Devices Inc by 137.15%. The purchase prices were between $17.05 and $27.89, with an estimated average price of $22.62. The stock is now traded at around $27.96. The impact to a portfolio due to this purchase was 2.33%. The holding were 257,533 shares as of .

Added: Starbucks Corp (SBUX)

Copperwynd Financial, LLC added to a holding in Starbucks Corp by 556.85%. The purchase prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $78.42. The impact to a portfolio due to this purchase was 0.88%. The holding were 22,740 shares as of .

Added: Verizon Communications Inc (VZ)

Copperwynd Financial, LLC added to a holding in Verizon Communications Inc by 232.67%. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $56.91. The impact to a portfolio due to this purchase was 0.8%. The holding were 31,491 shares as of .

Added: National Oilwell Varco Inc (NOV)

Copperwynd Financial, LLC added to a holding in National Oilwell Varco Inc by 22.42%. The purchase prices were between $25.7 and $30.58, with an estimated average price of $28.39. The stock is now traded at around $24.90. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,959 shares as of .

Added: Iamgold Corp (IAG)

Copperwynd Financial, LLC added to a holding in Iamgold Corp by 130.00%. The purchase prices were between $2.83 and $3.9, with an estimated average price of $3.49. The stock is now traded at around $2.38. The impact to a portfolio due to this purchase was 0.03%. The holding were 23,000 shares as of .

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Copperwynd Financial, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.51 and $84.18, with an estimated average price of $83.71.

Sold Out: SPDR S&P 500 (SPY)

Copperwynd Financial, LLC sold out a holding in SPDR S&P 500. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34.

Sold Out: SPDR Portfolio Small Cap (SPSM)

Copperwynd Financial, LLC sold out a holding in SPDR Portfolio Small Cap. The sale prices were between $26.03 and $31.28, with an estimated average price of $29.65.

Sold Out: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Copperwynd Financial, LLC sold out a holding in SPDR Series Trust Portfolio S&P 500 Growth. The sale prices were between $31.61 and $37.41, with an estimated average price of $35.31.

Sold Out: iShares Expanded Tech Sector (IGM)

Copperwynd Financial, LLC sold out a holding in iShares Expanded Tech Sector. The sale prices were between $165.3 and $210.21, with an estimated average price of $192.47.

Sold Out: Netflix Inc (NFLX)

Copperwynd Financial, LLC sold out a holding in Netflix Inc. The sale prices were between $267.66 and $377.87, with an estimated average price of $345.48.



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