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Copperwynd Financial, LLC Buys SPDR Gold MiniShares, Synopsys Inc, Qualcomm Inc, Sells JPMorgan Ultra-Short Income ETF, Advanced Micro Devices Inc, Lululemon Athletica Inc

Investment company Copperwynd Financial, LLC (Current Portfolio) buys SPDR Gold MiniShares, Synopsys Inc, Qualcomm Inc, Verisk Analytics Inc, Starbucks Corp, sells JPMorgan Ultra-Short Income ETF, Advanced Micro Devices Inc, Lululemon Athletica Inc, Automatic Data Processing Inc, VeriSign Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Copperwynd Financial, LLC. As of 2019Q2, Copperwynd Financial, LLC owns 101 stocks with a total value of $170 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/portfolioportfolio

These are the top 5 holdings of Copperwynd Financial, LLC
  1. People's Utah Bancorp (PUB) - 586,379 shares, 10.12% of the total portfolio.
  2. SPDR Gold MiniShares (GLDM) - 670,146 shares, 5.54% of the total portfolio. New Position
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 49,945 shares, 5.48% of the total portfolio. Shares added by 159.40%
  4. Vanguard Mega Cap Growth ETF (MGK) - 69,434 shares, 5.28% of the total portfolio. Shares added by 3.85%
  5. iShares Russell 1000 ETF (IWB) - 50,217 shares, 4.80% of the total portfolio. Shares added by 3.39%
New Purchase: SPDR Gold MiniShares (GLDM)

Copperwynd Financial, LLC initiated holding in SPDR Gold MiniShares. The purchase prices were between $12.69 and $14.2, with an estimated average price of $13.06. The stock is now traded at around $14.92. The impact to a portfolio due to this purchase was 5.54%. The holding were 670,146 shares as of .

New Purchase: Synopsys Inc (SNPS)

Copperwynd Financial, LLC initiated holding in Synopsys Inc. The purchase prices were between $113.41 and $130.01, with an estimated average price of $120.16. The stock is now traded at around $127.04. The impact to a portfolio due to this purchase was 4.11%. The holding were 54,403 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Copperwynd Financial, LLC initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $69.40. The impact to a portfolio due to this purchase was 4.1%. The holding were 91,836 shares as of .

New Purchase: Verisk Analytics Inc (VRSK)

Copperwynd Financial, LLC initiated holding in Verisk Analytics Inc. The purchase prices were between $134.24 and $146.87, with an estimated average price of $140.99. The stock is now traded at around $153.90. The impact to a portfolio due to this purchase was 3.96%. The holding were 45,992 shares as of .

New Purchase: SPDR Dow Jones Industrial Average ETF Trust (DIA)

Copperwynd Financial, LLC initiated holding in SPDR Dow Jones Industrial Average ETF Trust. The purchase prices were between $247.43 and $267.22, with an estimated average price of $259.9. The stock is now traded at around $260.24. The impact to a portfolio due to this purchase was 1.97%. The holding were 12,641 shares as of .

New Purchase: Allianzgi NFJ Dividend, Interest & Premium Strateg (NFJ)

Copperwynd Financial, LLC initiated holding in Allianzgi NFJ Dividend, Interest & Premium Strateg. The purchase prices were between $11.81 and $12.46, with an estimated average price of $12.19. The stock is now traded at around $12.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,122 shares as of .

Added: Starbucks Corp (SBUX)

Copperwynd Financial, LLC added to a holding in Starbucks Corp by 328.13%. The purchase prices were between $73.96 and $84.69, with an estimated average price of $78.35. The stock is now traded at around $95.22. The impact to a portfolio due to this purchase was 3.67%. The holding were 97,357 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Copperwynd Financial, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 159.40%. The purchase prices were between $170.12 and $191.11, with an estimated average price of $184. The stock is now traded at around $184.25. The impact to a portfolio due to this purchase was 3.37%. The holding were 49,945 shares as of .

Added: SPDR Barclays Aggregate Bond ETF (SPAB)

Copperwynd Financial, LLC added to a holding in SPDR Barclays Aggregate Bond ETF by 87.49%. The purchase prices were between $28.3 and $29.17, with an estimated average price of $28.62. The stock is now traded at around $29.49. The impact to a portfolio due to this purchase was 0.31%. The holding were 39,034 shares as of .

Added: Exxon Mobil Corp (XOM)

Copperwynd Financial, LLC added to a holding in Exxon Mobil Corp by 21.38%. The purchase prices were between $70.77 and $83.38, with an estimated average price of $77.42. The stock is now traded at around $70.50. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,955 shares as of .

Added: Eaton Vance Tax-Mgd Glbl Div Eq Inc (EXG)

Copperwynd Financial, LLC added to a holding in Eaton Vance Tax-Mgd Glbl Div Eq Inc by 35.82%. The purchase prices were between $7.68 and $8.39, with an estimated average price of $8.14. The stock is now traded at around $7.97. The impact to a portfolio due to this purchase was 0.02%. The holding were 17,943 shares as of .

Sold Out: Advanced Micro Devices Inc (AMD)

Copperwynd Financial, LLC sold out a holding in Advanced Micro Devices Inc. The sale prices were between $26.24 and $33.23, with an estimated average price of $28.48.

Sold Out: Automatic Data Processing Inc (ADP)

Copperwynd Financial, LLC sold out a holding in Automatic Data Processing Inc. The sale prices were between $156 and $169.61, with an estimated average price of $162.47.

Sold Out: VeriSign Inc (VRSN)

Copperwynd Financial, LLC sold out a holding in VeriSign Inc. The sale prices were between $185.96 and $211.02, with an estimated average price of $196.18.

Sold Out: iShares Core U.S. REIT ETF (USRT)

Copperwynd Financial, LLC sold out a holding in iShares Core U.S. REIT ETF. The sale prices were between $50.19 and $53.86, with an estimated average price of $52.07.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Copperwynd Financial, LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $107.18 and $113.08, with an estimated average price of $108.94.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Copperwynd Financial, LLC sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $39.79 and $44.01, with an estimated average price of $42.07.



Here is the complete portfolio of Copperwynd Financial, LLC. Also check out:

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

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