- New Purchases: XOM, CSCO, PG, UTX, PSK,
- Added Positions: DSI, EEMV, DON, JNJ, VMBS, QQQ, VNQ, BND, IWF, IJH, HDV, AMZN,
- Reduced Positions: VIG, DGRO, XLK, MSFT, VYM, VTI, COST, SBUX, XLI, PFF, VB, SBAC, EZM, T, AAXJ, VGT, ITA,
- Sold Out: VOO, XLF, GRI,
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.- Berkshire Hathaway Inc (BRK.B) - 37,000 shares, 11.77% of the total portfolio. Shares added by 0.61%
- Microsoft Corp (MSFT) - 50,182 shares, 9.62% of the total portfolio. Shares reduced by 1.93%
- WisdomTree U.S. MidCap Dividend Fund (DON) - 146,171 shares, 7.87% of the total portfolio. Shares added by 1.02%
- ALPS Sector Dividend Dogs (SDOG) - 120,705 shares, 7.84% of the total portfolio. Shares added by 0.02%
- Vanguard Mortgage-Backed Securities ETF (VMBS) - 87,343 shares, 6.69% of the total portfolio. Shares added by 1.04%
Financial Insights, Inc. initiated holding in Exxon Mobil Corp. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $73.79. The impact to a portfolio due to this purchase was 0.55%. The holding were 4,634 shares as of .
New Purchase: United Technologies Corp (UTX)Financial Insights, Inc. initiated holding in United Technologies Corp. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $130.45. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,531 shares as of .
New Purchase: Cisco Systems Inc (CSCO)Financial Insights, Inc. initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $54.19. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,872 shares as of .
New Purchase: Procter & Gamble Co (PG)Financial Insights, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $106.76. The impact to a portfolio due to this purchase was 0.32%. The holding were 2,059 shares as of .
New Purchase: SPDR Wells Fargo Preferred Stock (PSK)Financial Insights, Inc. initiated holding in SPDR Wells Fargo Preferred Stock. The purchase prices were between $39.56 and $42.68, with an estimated average price of $41.83. The stock is now traded at around $42.77. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,854 shares as of .
Added: iShares MSCI KLD 400 Social (DSI)Financial Insights, Inc. added to a holding in iShares MSCI KLD 400 Social by 21.77%. The purchase prices were between $90.38 and $106.06, with an estimated average price of $101.07. The stock is now traded at around $105.39. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,242 shares as of .
Sold Out: Vanguard S&P 500 (VOO)Financial Insights, Inc. sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.
Sold Out: SPDR Select Sector Fund - Financial (XLF)Financial Insights, Inc. sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $23.48 and $26.9, with an estimated average price of $25.79.
Sold Out: Cohen & Steers Global Realty Majors (GRI)Financial Insights, Inc. sold out a holding in Cohen & Steers Global Realty Majors. The sale prices were between $40.3 and $47.45, with an estimated average price of $44.9.
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