Puplava Financial Services, Inc. Buys iShares J.P. Morgan USD Emerging Markets Bond ETF, Vanguard Total International Stock, Vanguard Industrials ETF, Sells iShares 20+ Year Treasury Bond ETF, iShares Short Treasury Bond ETF, Applied Materials Inc

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Jan 24, 2020
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San Diego, CA, based Investment company Puplava Financial Services, Inc. (Current Portfolio) buys iShares J.P. Morgan USD Emerging Markets Bond ETF, Vanguard Total International Stock, Vanguard Industrials ETF, iShares Core U.S. Aggregate Bond ETF, iShares Edge MSCI Min Volatility USA ETF, sells iShares 20+ Year Treasury Bond ETF, iShares Short Treasury Bond ETF, Applied Materials Inc, Vanguard High Dividend Yield Index Fund, iShares U.S. Real Estate ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Puplava Financial Services, Inc.. As of 2019Q4, Puplava Financial Services, Inc. owns 80 stocks with a total value of $270 million. These are the details of the buys and sells.

For the details of Puplava Financial Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/puplava+financial+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Puplava Financial Services, Inc.
  1. Vanguard S&P 500 ETF (VOO) - 122,286 shares, 13.40% of the total portfolio. Shares reduced by 7.61%
  2. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 172,262 shares, 7.31% of the total portfolio. New Position
  3. Vanguard Total International Stock (VXUS) - 324,050 shares, 6.68% of the total portfolio. Shares added by 228.38%
  4. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 121,548 shares, 5.65% of the total portfolio. Shares added by 13.10%
  5. ishares Gold Trust (IAU) - 1,004,010 shares, 5.39% of the total portfolio. Shares added by 3.95%
New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Puplava Financial Services, Inc. initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $110.83 and $114.74, with an estimated average price of $112.2. The stock is now traded at around $114.93. The impact to a portfolio due to this purchase was 7.31%. The holding were 172,262 shares as of .

New Purchase: Vanguard Industrials ETF (VIS)

Puplava Financial Services, Inc. initiated holding in Vanguard Industrials ETF. The purchase prices were between $139.34 and $155.5, with an estimated average price of $150.66. The stock is now traded at around $158.24. The impact to a portfolio due to this purchase was 4.18%. The holding were 73,418 shares as of .

New Purchase: Southern Copper Corp (SCCO)

Puplava Financial Services, Inc. initiated holding in Southern Copper Corp. The purchase prices were between $32.35 and $43.19, with an estimated average price of $37.72. The stock is now traded at around $41.00. The impact to a portfolio due to this purchase was 2.12%. The holding were 134,475 shares as of .

New Purchase: iShares Core S&P Small-Cap ETF (IJR)

Puplava Financial Services, Inc. initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $74.68 and $84.14, with an estimated average price of $80.19. The stock is now traded at around $84.75. The impact to a portfolio due to this purchase was 1.8%. The holding were 58,101 shares as of .

New Purchase: SPDR Barclays Short Term Corporate Bond ETF (SPSB)

Puplava Financial Services, Inc. initiated holding in SPDR Barclays Short Term Corporate Bond ETF. The purchase prices were between $30.77 and $30.89, with an estimated average price of $30.83. The stock is now traded at around $30.93. The impact to a portfolio due to this purchase was 1.48%. The holding were 129,428 shares as of .

New Purchase: Invesco Ltd (IVZ)

Puplava Financial Services, Inc. initiated holding in Invesco Ltd. The purchase prices were between $15.35 and $18.43, with an estimated average price of $17.09. The stock is now traded at around $18.47. The impact to a portfolio due to this purchase was 0.79%. The holding were 119,164 shares as of .

Added: Vanguard Total International Stock (VXUS)

Puplava Financial Services, Inc. added to a holding in Vanguard Total International Stock by 228.38%. The purchase prices were between $50.39 and $55.96, with an estimated average price of $53.83. The stock is now traded at around $56.00. The impact to a portfolio due to this purchase was 4.65%. The holding were 324,050 shares as of .

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Puplava Financial Services, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 1808.94%. The purchase prices were between $111.38 and $113.13, with an estimated average price of $112.26. The stock is now traded at around $113.58. The impact to a portfolio due to this purchase was 3.25%. The holding were 82,428 shares as of .

Added: iShares Edge MSCI Min Volatility USA ETF (USMV)

Puplava Financial Services, Inc. added to a holding in iShares Edge MSCI Min Volatility USA ETF by 331.03%. The purchase prices were between $62.68 and $65.67, with an estimated average price of $64.26. The stock is now traded at around $68.07. The impact to a portfolio due to this purchase was 2.55%. The holding were 136,842 shares as of .

Added: 3M Co (MMM)

Puplava Financial Services, Inc. added to a holding in 3M Co by 99.01%. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $177.74. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,487 shares as of .

Added: BHP Group Ltd (BHP)

Puplava Financial Services, Inc. added to a holding in BHP Group Ltd by 38.18%. The purchase prices were between $47.47 and $55.31, with an estimated average price of $51.02. The stock is now traded at around $55.64. The impact to a portfolio due to this purchase was 0.27%. The holding were 47,506 shares as of .

Added: Exxon Mobil Corp (XOM)

Puplava Financial Services, Inc. added to a holding in Exxon Mobil Corp by 84.17%. The purchase prices were between $66.7 and $73.09, with an estimated average price of $69.16. The stock is now traded at around $66.77. The impact to a portfolio due to this purchase was 0.26%. The holding were 22,097 shares as of .

Sold Out: Applied Materials Inc (AMAT)

Puplava Financial Services, Inc. sold out a holding in Applied Materials Inc. The sale prices were between $49.31 and $62.35, with an estimated average price of $56.41.

Sold Out: iShares U.S. Real Estate ETF (IYR)

Puplava Financial Services, Inc. sold out a holding in iShares U.S. Real Estate ETF. The sale prices were between $89.52 and $94.43, with an estimated average price of $91.97.

Sold Out: SPDR Gold MiniShares (GLDM)

Puplava Financial Services, Inc. sold out a holding in SPDR Gold MiniShares. The sale prices were between $14.51 and $15.14, with an estimated average price of $14.8.

Sold Out: Whirlpool Corp (WHR)

Puplava Financial Services, Inc. sold out a holding in Whirlpool Corp. The sale prices were between $140.93 and $162.16, with an estimated average price of $150.77.

Sold Out: Boeing Co (BA)

Puplava Financial Services, Inc. sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.

Sold Out: Deutsche X-trackers Harvest CSI 300 China A-Shares (ASHR)

Puplava Financial Services, Inc. sold out a holding in Deutsche X-trackers Harvest CSI 300 China A-Shares. The sale prices were between $26.55 and $29.64, with an estimated average price of $27.97.



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