- New Purchases: EMB, TLT, EMLC, IEF, WDC, VWO, VLO, SH, FCX, JNK, BA, GIS, ITA, XBI, NAII, AMZN, ABBV,
- Added Positions: SHV, T, VZ, BHC, LM, TEVA, NWL, F, CEF, IBM, NTR, VUG, XOM, AAPL,
- Reduced Positions: MINT, SCHD, MSFT, VIG, NOBL, DVY, EXC, IYR, IWF, INTC, NUVA, QQQX, XLY, BRK.B, O, XLI, IWD, UAA,
- Sold Out: FLOT, IVV, QTRH,
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.- iShares Short Treasury Bond ETF (SHV) - 411,079 shares, 20.24% of the total portfolio. Shares added by 1253.48%
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 197,908 shares, 9.70% of the total portfolio. New Position
- Vanguard High Dividend Yield (VYM) - 253,361 shares, 9.67% of the total portfolio. Shares reduced by 0.43%
- iShares 20+ Year Treasury Bond ETF (TLT) - 136,626 shares, 7.69% of the total portfolio. New Position
- Schwab US Dividend Equity (SCHD) - 267,240 shares, 6.22% of the total portfolio. Shares reduced by 2.49%
Puplava Financial Services, Inc. initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $102.22 and $109.29, with an estimated average price of $106.55. The stock is now traded at around $109.77. The impact to a portfolio due to this purchase was 9.7%. The holding were 197,908 shares as of .
New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)Puplava Financial Services, Inc. initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $123.66. The impact to a portfolio due to this purchase was 7.69%. The holding were 136,626 shares as of .
New Purchase: VanEck Vectors J.P. Morgan EM Local Currency Bond (EMLC)Puplava Financial Services, Inc. initiated holding in VanEck Vectors J.P. Morgan EM Local Currency Bond. The purchase prices were between $32.37 and $34.13, with an estimated average price of $33.41. The stock is now traded at around $33.07. The impact to a portfolio due to this purchase was 3.63%. The holding were 244,059 shares as of .
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)Puplava Financial Services, Inc. initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $102.6 and $106.41, with an estimated average price of $103.95. The stock is now traded at around $105.48. The impact to a portfolio due to this purchase was 3.51%. The holding were 73,835 shares as of .
New Purchase: Western Digital Corp (WDC)Puplava Financial Services, Inc. initiated holding in Western Digital Corp. The purchase prices were between $35.65 and $52.61, with an estimated average price of $45.1. The stock is now traded at around $50.80. The impact to a portfolio due to this purchase was 2.99%. The holding were 139,774 shares as of .
New Purchase: Vanguard FTSE Emerging Markets (VWO)Puplava Financial Services, Inc. initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $43.79. The impact to a portfolio due to this purchase was 2.12%. The holding were 112,065 shares as of .
Added: iShares Short Treasury Bond ETF (SHV)Puplava Financial Services, Inc. added to a holding in iShares Short Treasury Bond ETF by 1253.48%. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.38. The impact to a portfolio due to this purchase was 18.74%. The holding were 411,079 shares as of .
Added: AT&T Inc (T)Puplava Financial Services, Inc. added to a holding in AT&T Inc by 289.68%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $30.70. The impact to a portfolio due to this purchase was 2.51%. The holding were 241,865 shares as of .
Added: Verizon Communications Inc (VZ)Puplava Financial Services, Inc. added to a holding in Verizon Communications Inc by 21.70%. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $57.24. The impact to a portfolio due to this purchase was 0.69%. The holding were 147,618 shares as of .
Added: Bausch Health Companies Inc (BHC)Puplava Financial Services, Inc. added to a holding in Bausch Health Companies Inc by 51.75%. The purchase prices were between $18.47 and $26.29, with an estimated average price of $23.81. The stock is now traded at around $23.44. The impact to a portfolio due to this purchase was 0.48%. The holding were 127,850 shares as of .
Added: Legg Mason Inc-LeggMason RETAIL (LM)Puplava Financial Services, Inc. added to a holding in Legg Mason Inc-LeggMason RETAIL by 38.84%. The purchase prices were between $25.51 and $30.58, with an estimated average price of $28.66. The stock is now traded at around $34.02. The impact to a portfolio due to this purchase was 0.28%. The holding were 80,801 shares as of .
Added: Newell Brands Inc (NWL)Puplava Financial Services, Inc. added to a holding in Newell Brands Inc by 46.13%. The purchase prices were between $15 and $21.75, with an estimated average price of $18.4. The stock is now traded at around $16.63. The impact to a portfolio due to this purchase was 0.27%. The holding were 122,600 shares as of .
Sold Out: iShares Floating Rate Bond (FLOT)Puplava Financial Services, Inc. sold out a holding in iShares Floating Rate Bond. The sale prices were between $49.82 and $50.65, with an estimated average price of $50.33.
Sold Out: iShares Core S&P 500 (IVV)Puplava Financial Services, Inc. sold out a holding in iShares Core S&P 500. The sale prices were between $245.43 and $286.57, with an estimated average price of $273.1.
Sold Out: Quarterhill Inc (QTRH)Puplava Financial Services, Inc. sold out a holding in Quarterhill Inc. The sale prices were between $0.9 and $1.19, with an estimated average price of $1.03.
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