Financial Insights, Inc. Buys SPDR S&P 500, Vanguard Short-Term Corporate Bond ETF, iShares National Muni Bond, Sells , Exxon Mobil Corp, Sound Financial Bancorp Inc

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Apr 28, 2020
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Investment company Financial Insights, Inc. (Current Portfolio) buys SPDR S&P 500, Vanguard Short-Term Corporate Bond ETF, iShares National Muni Bond, Vanguard Small-Cap Growth, iShares Short-Term National Muni Bond, sells , Exxon Mobil Corp, Sound Financial Bancorp Inc, BHP Group, Chevron Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Financial Insights, Inc.. As of 2020Q1, Financial Insights, Inc. owns 58 stocks with a total value of $60 million. These are the details of the buys and sells.

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.
  1. Microsoft Corp (MSFT) - 50,314 shares, 13.33% of the total portfolio. Shares added by 0.15%
  2. Vanguard Mortgage-Backed Securities ETF (VMBS) - 91,301 shares, 8.36% of the total portfolio. Shares added by 4.10%
  3. Berkshire Hathaway Inc (BRK.B) - 23,284 shares, 7.15% of the total portfolio. Shares added by 0.47%
  4. Vanguard Div Appreciation (VIG) - 38,938 shares, 6.76% of the total portfolio. Shares reduced by 2.18%
  5. WisdomTree U.S. MidCap Dividend Fund (DON) - 155,267 shares, 6.30% of the total portfolio. Shares added by 0.74%
New Purchase: SPDR S&P 500 (SPY)

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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