Puplava Financial Services, Inc. Buys ISHARES TRUST, ISHARES SILVER TST, iShares MSCI USA Quality Factor, Sells iShares 7-10 Year Treasury Bond ETF, Vanguard Total International Stock, ISHARES GOLD TRUST

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Aug 19, 2020
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San Diego, CA, based Investment company Puplava Financial Services, Inc. (Current Portfolio) buys ISHARES TRUST, ISHARES SILVER TST, iShares MSCI USA Quality Factor, VanEck Vectors Gold Miners, Crown Castle International Corp, sells iShares 7-10 Year Treasury Bond ETF, Vanguard Total International Stock, ISHARES GOLD TRUST, iShares Short Treasury Bond ETF, The Home Depot Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Puplava Financial Services, Inc.. As of 2020Q2, Puplava Financial Services, Inc. owns 95 stocks with a total value of $280 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. ISHARES TRUST (AGG) - 328,804 shares, 13.88% of the total portfolio. Shares added by 140.31%
  2. VANGUARD INDEX FDS (VOO) - 124,010 shares, 12.55% of the total portfolio. Shares reduced by 1.51%
  3. SPDR S&P500 ETF TR (SPY) - 79,700 shares, 8.78% of the total portfolio.
  4. ISHARES GOLD TRUST (IAU) - 739,550 shares, 4.49% of the total portfolio. Shares reduced by 43.22%
  5. INVESCO CCY SHS CD (FXC) - 160,000 shares, 4.15% of the total portfolio.
New Purchase: ISHARES SILVER TST (SLV)

Puplava Financial Services, Inc. initiated holding in ISHARES SILVER TST. The purchase prices were between $13.02 and $17.1, with an estimated average price of $15.25. The stock is now traded at around $24.88. The impact to a portfolio due to this purchase was 3%. The holding were 493,266 shares as of .

New Purchase: iShares MSCI USA Quality Factor (QUAL)

Puplava Financial Services, Inc. initiated holding in iShares MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $104.04. The impact to a portfolio due to this purchase was 1.29%. The holding were 37,534 shares as of .

New Purchase: VanEck Vectors Gold Miners (GDX)

Puplava Financial Services, Inc. initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $23.04 and $37.21, with an estimated average price of $32.73. The stock is now traded at around $41.01. The impact to a portfolio due to this purchase was 1.06%. The holding were 80,576 shares as of .

New Purchase: Western Digital Corp (WDC)

Puplava Financial Services, Inc. initiated holding in Western Digital Corp. The purchase prices were between $37.83 and $48.53, with an estimated average price of $42.87. The stock is now traded at around $34.45. The impact to a portfolio due to this purchase was 0.63%. The holding were 40,075 shares as of .

New Purchase: SELECT SECTOR SPDR (XLF)

Puplava Financial Services, Inc. initiated holding in SELECT SECTOR SPDR. The purchase prices were between $19.55 and $26.74, with an estimated average price of $22.68. The stock is now traded at around $24.59. The impact to a portfolio due to this purchase was 0.55%. The holding were 65,998 shares as of .

New Purchase: ISHARES TRUST (IVV)

Puplava Financial Services, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $338.62. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,446 shares as of .

Added: ISHARES TRUST (AGG)

Puplava Financial Services, Inc. added to a holding in ISHARES TRUST by 140.31%. The purchase prices were between $113.88 and $117.78, with an estimated average price of $116.39. The stock is now traded at around $118.35. The impact to a portfolio due to this purchase was 8.1%. The holding were 328,804 shares as of .

Added: Crown Castle International Corp (CCI)

Puplava Financial Services, Inc. added to a holding in Crown Castle International Corp by 69.20%. The purchase prices were between $137.59 and $174.56, with an estimated average price of $160.78. The stock is now traded at around $162.64. The impact to a portfolio due to this purchase was 0.68%. The holding were 27,978 shares as of .

Added: FedEx Corp (FDX)

Puplava Financial Services, Inc. added to a holding in FedEx Corp by 52.76%. The purchase prices were between $107.52 and $149.38, with an estimated average price of $125.55. The stock is now traded at around $207.88. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,677 shares as of .

Added: Freeport-McMoRan Inc (FCX)

Puplava Financial Services, Inc. added to a holding in Freeport-McMoRan Inc by 123.03%. The purchase prices were between $6.31 and $11.57, with an estimated average price of $9.11. The stock is now traded at around $14.93. The impact to a portfolio due to this purchase was 0.48%. The holding were 211,400 shares as of .

Added: ISHARES TRUST (IWP)

Puplava Financial Services, Inc. added to a holding in ISHARES TRUST by 75.61%. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $171.60. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,543 shares as of .

Added: SPDR SERIES TRUST (XBI)

Puplava Financial Services, Inc. added to a holding in SPDR SERIES TRUST by 55.60%. The purchase prices were between $73.26 and $114.17, with an estimated average price of $98.05. The stock is now traded at around $112.87. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,409 shares as of .

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Puplava Financial Services, Inc. sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $119.56 and $121.95, with an estimated average price of $121.17.

Sold Out: Vanguard Total International Stock (VXUS)

Puplava Financial Services, Inc. sold out a holding in Vanguard Total International Stock. The sale prices were between $40.36 and $51.42, with an estimated average price of $46.1.

Sold Out: The Home Depot Inc (HD)

Puplava Financial Services, Inc. sold out a holding in The Home Depot Inc. The sale prices were between $178.63 and $256.77, with an estimated average price of $228.05.

Sold Out: Starbucks Corp (SBUX)

Puplava Financial Services, Inc. sold out a holding in Starbucks Corp. The sale prices were between $62.62 and $83.56, with an estimated average price of $75.03.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

Puplava Financial Services, Inc. sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $103.79 and $138.65, with an estimated average price of $127.06.

Sold Out: PIMCO Income Opportunity Fund (PKO)

Puplava Financial Services, Inc. sold out a holding in PIMCO Income Opportunity Fund. The sale prices were between $18.24 and $23.47, with an estimated average price of $21.22.

Reduced: ISHARES GOLD TRUST (IAU)

Puplava Financial Services, Inc. reduced to a holding in ISHARES GOLD TRUST by 43.22%. The sale prices were between $15.07 and $16.99, with an estimated average price of $16.36. The stock is now traded at around $18.53. The impact to a portfolio due to this sale was -3.84%. Puplava Financial Services, Inc. still held 739,550 shares as of .

Reduced: iShares Short Treasury Bond ETF (SHV)

Puplava Financial Services, Inc. reduced to a holding in iShares Short Treasury Bond ETF by 97.27%. The sale prices were between $110.71 and $111.02, with an estimated average price of $110.82. The stock is now traded at around $110.72. The impact to a portfolio due to this sale was -3.55%. Puplava Financial Services, Inc. still held 1,988 shares as of .

Reduced: SELECT SECTOR SPDR (XLK)

Puplava Financial Services, Inc. reduced to a holding in SELECT SECTOR SPDR by 24.12%. The sale prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $115.02. The impact to a portfolio due to this sale was -0.78%. Puplava Financial Services, Inc. still held 67,726 shares as of .

Reduced: VANGUARD BD IDX FD (BSV)

Puplava Financial Services, Inc. reduced to a holding in VANGUARD BD IDX FD by 26.57%. The sale prices were between $81.28 and $82.88, with an estimated average price of $82.32. The stock is now traded at around $83.14. The impact to a portfolio due to this sale was -0.39%. Puplava Financial Services, Inc. still held 28,581 shares as of .

Reduced: Johnson & Johnson (JNJ)

Puplava Financial Services, Inc. reduced to a holding in Johnson & Johnson by 51.33%. The sale prices were between $128.81 and $155.51, with an estimated average price of $145.42. The stock is now traded at around $150.39. The impact to a portfolio due to this sale was -0.31%. Puplava Financial Services, Inc. still held 4,977 shares as of .

Reduced: HP Inc (HPQ)

Puplava Financial Services, Inc. reduced to a holding in HP Inc by 49.99%. The sale prices were between $14.06 and $18.17, with an estimated average price of $15.93. The stock is now traded at around $18.15. The impact to a portfolio due to this sale was -0.29%. Puplava Financial Services, Inc. still held 37,852 shares as of .



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