- New Purchases: SPY, MUB, VBK, SUB,
- Added Positions: VCSH, VMBS, LGLV, QQQ, DGRO, VGT, REZ, ANGL, VB, SBUX, PGX, IWP, AMZN, AAPL, COST, DSI, INTC, BA, IJH, EFA, BND, VDC, VEA,
- Reduced Positions: IWF, VIG, VTI, HDV, EZM, JNJ, XLV, ICF, IWD, VYM, PG, VHT, USMV,
- Sold Out: GRI, XOM, SFBC, BHP, CVX, ITA, SPYV, AMAT, JPM, VEU, VWO, IVW, SPYG, VCR,
For the details of Financial Insights, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/financial+insights%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Financial Insights, Inc.- Microsoft Corp (MSFT) - 50,314 shares, 13.33% of the total portfolio. Shares added by 0.15%
- Vanguard Mortgage-Backed Securities ETF (VMBS) - 91,301 shares, 8.36% of the total portfolio. Shares added by 4.10%
- Berkshire Hathaway Inc (BRK.B) - 23,284 shares, 7.15% of the total portfolio. Shares added by 0.47%
- Vanguard Div Appreciation (VIG) - 38,938 shares, 6.76% of the total portfolio. Shares reduced by 2.18%
- WisdomTree U.S. MidCap Dividend Fund (DON) - 155,267 shares, 6.30% of the total portfolio. Shares added by 0.74%
Financial Insights, Inc. initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $287.58. The impact to a portfolio due to this purchase was 0.82%. The holding were 1,888 shares as of .
New Purchase: iShares National Muni Bond (MUB)Financial Insights, Inc. initiated holding in iShares National Muni Bond. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $111.38. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,030 shares as of .
New Purchase: Vanguard Small-Cap Growth (VBK)Financial Insights, Inc. initiated holding in Vanguard Small-Cap Growth. The purchase prices were between $128.7 and $210.28, with an estimated average price of $187.33. The stock is now traded at around $173.69. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,369 shares as of .
New Purchase: iShares Short-Term National Muni Bond (SUB)Financial Insights, Inc. initiated holding in iShares Short-Term National Muni Bond. The purchase prices were between $97.45 and $107.63, with an estimated average price of $106.47. The stock is now traded at around $106.19. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,921 shares as of .
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Financial Insights, Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 105.18%. The purchase prices were between $71.75 and $82.34, with an estimated average price of $80.57. The stock is now traded at around $80.73. The impact to a portfolio due to this purchase was 0.41%. The holding were 6,022 shares as of .
Added: SPDR SSGA US Large Cap Low Volatility Index (LGLV)Financial Insights, Inc. added to a holding in SPDR SSGA US Large Cap Low Volatility Index by 106.13%. The purchase prices were between $76.56 and $121.5, with an estimated average price of $110.1. The stock is now traded at around $99.18. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,032 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Financial Insights, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 28.11%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $212.86. The impact to a portfolio due to this purchase was 0.29%. The holding were 4,147 shares as of .
Added: Vanguard Information Tech (VGT)Financial Insights, Inc. added to a holding in Vanguard Information Tech by 30.36%. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $235.31. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,439 shares as of .
Added: iShares Trust Residential Real Estate (REZ)Financial Insights, Inc. added to a holding in iShares Trust Residential Real Estate by 57.88%. The purchase prices were between $45.74 and $81.9, with an estimated average price of $72.67. The stock is now traded at around $58.95. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,712 shares as of .
Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)Financial Insights, Inc. added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 57.18%. The purchase prices were between $21.38 and $30.25, with an estimated average price of $28.33. The stock is now traded at around $26.65. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,084 shares as of .
Sold Out: (GRI)Financial Insights, Inc. sold out a holding in . The sale prices were between $47.25 and $47.78, with an estimated average price of $47.59.
Sold Out: Exxon Mobil Corp (XOM)Financial Insights, Inc. sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.
Sold Out: Sound Financial Bancorp Inc (SFBC)Financial Insights, Inc. sold out a holding in Sound Financial Bancorp Inc. The sale prices were between $18.45 and $37.69, with an estimated average price of $33.37.
Sold Out: BHP Group Ltd (BHP)Financial Insights, Inc. sold out a holding in BHP Group Ltd. The sale prices were between $30.93 and $56.48, with an estimated average price of $47.14.
Sold Out: Chevron Corp (CVX)Financial Insights, Inc. sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.
Sold Out: iShares U.S. Aerospace & Defense (ITA)Financial Insights, Inc. sold out a holding in iShares U.S. Aerospace & Defense. The sale prices were between $116.81 and $238.37, with an estimated average price of $203.52.
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