>
  1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Financial Strategy Network, LLC Buys IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, iShares Russell 1000 Value, iShares Core U.S. Aggregate Bond, Sells iShares Core S&P Small-Cap, Invesco BulletShares 2022 Corporate Bond ETF, WisdomTree International Larg

Investment company Financial Strategy Network, LLC (Current Portfolio) buys IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, iShares Russell 1000 Value, iShares Core U.S. Aggregate Bond, Invesco BulletShares 2021 High Yield Corporate Bon, iShares MSCI EAFE, sells iShares Core S&P Small-Cap, Invesco BulletShares 2022 Corporate Bond ETF, WisdomTree International LargeCap Dividend Fund, Illinois Tool Works Inc, WisdomTree Emerging Markets High Dividend Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Financial Strategy Network, LLC. As of 2020Q1, Financial Strategy Network, LLC owns 129 stocks with a total value of $171 million. These are the details of the buys and sells.

For the details of Financial Strategy Network, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/financial+strategy+network%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Financial Strategy Network, LLC
  1. iShares Core S&P Small-Cap (IJR) - 401,768 shares, 13.16% of the total portfolio. Shares reduced by 41.04%
  2. WisdomTree U.S. LargeCap Dividend Fund (DLN) - 136,585 shares, 6.45% of the total portfolio. Shares reduced by 14.37%
  3. Ulta Beauty Inc (ULTA) - 58,124 shares, 5.96% of the total portfolio. Shares added by 0.06%
  4. Invesco BulletShares 2022 Corporate Bond ETF (BSCM) - 349,398 shares, 4.32% of the total portfolio. Shares reduced by 23.5%
  5. SPDR S&P Dividend (SDY) - 71,358 shares, 3.33% of the total portfolio. Shares reduced by 10.13%
New Purchase: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)

Financial Strategy Network, LLC initiated holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker. The purchase prices were between $26.67 and $31.05, with an estimated average price of $30.14. The stock is now traded at around $29.18. The impact to a portfolio due to this purchase was 2.33%. The holding were 140,482 shares as of .

New Purchase: iShares Russell 1000 Value (IWD)

Financial Strategy Network, LLC initiated holding in iShares Russell 1000 Value. The purchase prices were between $84.45 and $137.35, with an estimated average price of $123.65. The stock is now traded at around $106.88. The impact to a portfolio due to this purchase was 1.79%. The holding were 30,851 shares as of .

New Purchase: Invesco BulletShares 2021 High Yield Corporate Bon (BSJL)

Financial Strategy Network, LLC initiated holding in Invesco BulletShares 2021 High Yield Corporate Bon. The purchase prices were between $19.87 and $24.73, with an estimated average price of $23.89. The stock is now traded at around $22.32. The impact to a portfolio due to this purchase was 1.15%. The holding were 88,882 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Financial Strategy Network, LLC initiated holding in iShares MSCI EAFE. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $55.32. The impact to a portfolio due to this purchase was 1.07%. The holding were 34,335 shares as of .

New Purchase: iShares Russell 2000 (IWM)

Financial Strategy Network, LLC initiated holding in iShares Russell 2000. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $125.68. The impact to a portfolio due to this purchase was 0.71%. The holding were 10,670 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Financial Strategy Network, LLC initiated holding in PowerShares QQQ Trust Ser 1. 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 $215.22. The impact to a portfolio due to this purchase was 0.7%. The holding were 6,346 shares as of .

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

Financial Strategy Network, LLC added to a holding in iShares Core U.S. Aggregate Bond by 253.64%. The purchase prices were between $106.13 and $117.37, with an estimated average price of $113.26. The stock is now traded at around $116.97. The impact to a portfolio due to this purchase was 1.48%. The holding were 30,643 shares as of .

Added: Microsoft Corp (MSFT)

Financial Strategy Network, LLC added to a holding in Microsoft Corp by 21.70%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $178.84. The impact to a portfolio due to this purchase was 0.54%. The holding were 33,144 shares as of .

Added: BP PLC (BP)

Financial Strategy Network, LLC added to a holding in BP PLC by 158.27%. The purchase prices were between $16.11 and $39.85, with an estimated average price of $32.57. The stock is now traded at around $23.25. The impact to a portfolio due to this purchase was 0.18%. The holding were 21,098 shares as of .

Added: Starbucks Corp (SBUX)

Financial Strategy Network, LLC added to a holding in Starbucks Corp by 40.23%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $71.89. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,169 shares as of .

Added: Pfizer Inc (PFE)

Financial Strategy Network, LLC added to a holding in Pfizer Inc by 37.48%. The purchase prices were between $28.49 and $40.71, with an estimated average price of $36.04. The stock is now traded at around $37.62. The impact to a portfolio due to this purchase was 0.09%. The holding were 17,560 shares as of .

Added: NextEra Energy Inc (NEE)

Financial Strategy Network, LLC added to a holding in NextEra Energy Inc by 22.97%. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $230.09. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,365 shares as of .

Sold Out: Boston Properties Inc (BXP)

Financial Strategy Network, LLC sold out a holding in Boston Properties Inc. The sale prices were between $77.93 and $147.51, with an estimated average price of $129.36.

Sold Out: SPDR DJ Wilshire REIT (RWR)

Financial Strategy Network, LLC sold out a holding in SPDR DJ Wilshire REIT. The sale prices were between $59.3 and $107.65, with an estimated average price of $95.6.

Sold Out: Healthpeak Properties Inc (HC5)

Financial Strategy Network, LLC sold out a holding in Healthpeak Properties Inc. The sale prices were between $18.43 and $34.35, with an estimated average price of $29.5.

Sold Out: ONEOK Inc (OKE)

Financial Strategy Network, LLC sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.

Sold Out: Vanguard Mid-Cap (VO)

Financial Strategy Network, LLC sold out a holding in Vanguard Mid-Cap. The sale prices were between $112.37 and $186.27, with an estimated average price of $167.2.

Sold Out: FlexShares iBoxx 3 Year Target Duration TIPS Index (TDTT)

Financial Strategy Network, LLC sold out a holding in FlexShares iBoxx 3 Year Target Duration TIPS Index. The sale prices were between $23.56 and $25.23, with an estimated average price of $24.7.



Here is the complete portfolio of Financial Strategy Network, LLC. Also check out:

1. Financial Strategy Network, LLC's Undervalued Stocks
2. Financial Strategy Network, LLC's Top Growth Companies, and
3. Financial Strategy Network, LLC's High Yield stocks
4. Stocks that Financial Strategy Network, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)