Gradient Capital Advisors, LLC Buys Schwab Short-Term U.S. Treasury ETF, The Home Depot Inc, SPDR S&P 500 ETF Trust, Sells iShares U.S. Preferred Stock, Intuit Inc, Chevron Corp

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Oct 22, 2019
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Investment company Gradient Capital Advisors, LLC (Current Portfolio) buys Schwab Short-Term U.S. Treasury ETF, The Home Depot Inc, SPDR S&P 500 ETF Trust, Boeing Co, Facebook Inc, sells iShares U.S. Preferred Stock, Intuit Inc, Chevron Corp during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Gradient Capital Advisors, LLC. As of 2019Q3, Gradient Capital Advisors, LLC owns 85 stocks with a total value of $133 million. These are the details of the buys and sells.

For the details of Gradient Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gradient+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Gradient Capital Advisors, LLC
  1. iShares Core S&P 500 ETF (IVV) - 43,114 shares, 9.68% of the total portfolio. Shares added by 4.32%
  2. Schwab International Equity ETF (SCHF) - 309,627 shares, 7.42% of the total portfolio. Shares reduced by 0.83%
  3. SPDR Barclays Investment Grade Floating Rate ETF (FLRN) - 252,564 shares, 5.84% of the total portfolio. Shares reduced by 5.92%
  4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 145,438 shares, 5.36% of the total portfolio. Shares reduced by 0.48%
  5. Apple Inc (AAPL) - 23,917 shares, 4.03% of the total portfolio. Shares reduced by 8.92%
New Purchase: SPDR S&P 500 ETF Trust (SPY)

Gradient Capital Advisors, LLC initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $282.52 and $300.62, with an estimated average price of $294.27. The stock is now traded at around $299.99. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,523 shares as of .

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

Gradient Capital Advisors, LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 31.49%. The purchase prices were between $50.37 and $50.77, with an estimated average price of $50.56. The stock is now traded at around $50.57. The impact to a portfolio due to this purchase was 0.82%. The holding were 89,843 shares as of .

Added: The Home Depot Inc (HD)

Gradient Capital Advisors, LLC added to a holding in The Home Depot Inc by 200.94%. The purchase prices were between $201.59 and $233.98, with an estimated average price of $218.64. The stock is now traded at around $236.70. The impact to a portfolio due to this purchase was 0.63%. The holding were 5,456 shares as of .

Added: Boeing Co (BA)

Gradient Capital Advisors, LLC added to a holding in Boeing Co by 51.31%. The purchase prices were between $320.42 and $386.89, with an estimated average price of $357.51. The stock is now traded at around $331.06. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,182 shares as of .

Added: Facebook Inc (FB)

Gradient Capital Advisors, LLC added to a holding in Facebook Inc by 31.08%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $189.76. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,212 shares as of .

Added: Amazon.com Inc (AMZN)

Gradient Capital Advisors, LLC added to a holding in Amazon.com Inc by 122.70%. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1785.66. The impact to a portfolio due to this purchase was 0.26%. The holding were 363 shares as of .

Added: SPDR Portfolio World ex- US ETF (SPDW)

Gradient Capital Advisors, LLC added to a holding in SPDR Portfolio World ex- US ETF by 86.64%. The purchase prices were between $27.63 and $29.98, with an estimated average price of $29.01. The stock is now traded at around $30.00. The impact to a portfolio due to this purchase was 0.2%. The holding were 19,786 shares as of .

Sold Out: iShares U.S. Preferred Stock (PFF)

Gradient Capital Advisors, LLC sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $36.77 and $37.53, with an estimated average price of $37.21.

Sold Out: Intuit Inc (INTU)

Gradient Capital Advisors, LLC sold out a holding in Intuit Inc. The sale prices were between $263.19 and $292.31, with an estimated average price of $275.2.



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