FS
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Financial Strategy Network, LLC13F | |
| Financial Strategy Network, LLC | |
| Last update 2020-08-19 | 111 Stocks (17 new) |
| Value $156.00 Mil | Turnover 7 % |
Financial Strategy Network, LL... Top Holdings of 2020-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 383,825 | 26,206.0 | -4.47% | 16.820 | -0.59% | 0.060 | +16.59% | -2.25% | 81,337.5 | ||
ULTA | Ulta Beauty Inc | 57,999 | 11,798.0 | -0.22% | 7.570 | -0.01% | 0.110 | +37.89% | +13.42% | 22,171.7 | Retail - Cyclical | |
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 172,112 | 7,994.0 | -36.99% | 5.130 | -2.39% | 0.160 | +11.98% | +8.03% | 5,104.9 | ||
BSCM |
Invesco BulletShares 2022 Corporate Bond ETF
Invesco BulletShares 2022 Corporate Bond ETF
| 276,800 | 6,041.0 | -20.78% | 3.880 | -0.90% | 0.270 | 0% | 0% | 1,441.0 | ||
SPY | S&P 500 ETF TRUST ETF | 19,508 | 6,016.0 | -6.79% | 3.860 | -0.21% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IWF | iShares Russell 1000 Growth ETF | 30,317 | 5,819.0 | -0.92% | 3.730 | -0.02% | 0.010 | +27.24% | +8.36% | 113,776.0 | ||
MSFT | Microsoft Corp | 27,594 | 5,615.0 | -16.75% | 3.600 | -0.51% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
QAI | IQ Hedge Multi-Strategy Tracker ETF | 133,123 | 4,039.0 | -5.24% | 2.590 | -0.12% | 0.520 | +6.20% | +3.67% | 713.1 | ||
IWD | iShares Russell 1000 Value ETF | 31,050 | 3,495.0 | +0.65% | 2.240 | +0.01% | 0.010 | +11.59% | +6.73% | 62,643.2 | ||
BSCL |
Invesco BulletShares 2021 Corporate Bond ETF
Invesco BulletShares 2021 Corporate Bond ETF
| 154,520 | 3,302.0 | -11.53% | 2.120 | -0.25% | 0.270 | 0% | 0% | 1,215.1 |
Financial Strategy Network, LLC's Historical Top Holdings Breakdowns
Financial Strategy Network, LLC Total Holding History ($B)
Financial Strategy Network, LLC's Asset Allocation
Financial Strategy Network, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Financial Strategy Network, LLC's Hypothetical Growth since 2020-06-30
Financial Strategy Network, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Financial Strategy Network, LLC's Holdings Heat Map
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Financial Strategy Network, LLC's Holdings Bubble Chart
Financial Strategy Network, LLC News
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