Financial Services Advisory Inc Buys SPDR Gold Trust, Vanguard Health Care, International Business Machines Corp, Sells iShares Russell 1000 Growth, SPDR S&P 500, Schwab U.S. Broad Market

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Apr 07, 2020
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Investment company Financial Services Advisory Inc (Current Portfolio) buys SPDR Gold Trust, Vanguard Health Care, International Business Machines Corp, sells iShares Russell 1000 Growth, SPDR S&P 500, Schwab U.S. Broad Market, Invesco S&P 500 Equal Weight, iShares Russell 1000 Value during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Financial Services Advisory Inc. As of 2020Q1, Financial Services Advisory Inc owns 6 stocks with a total value of $7 million. These are the details of the buys and sells.

For the details of Financial Services Advisory Inc's stock buys and sells, go to https://www.gurufocus.com/guru/financial+services+advisory+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Services Advisory Inc
  1. Vanguard Health Care (VHT) - 18,539 shares, 42.60% of the total portfolio. Shares added by 29.55%
  2. Vanguard Growth (VUG) - 8,793 shares, 19.07% of the total portfolio. Shares reduced by 89.21%
  3. American Airlines Group Inc (AAL) - 108,656 shares, 18.33% of the total portfolio.
  4. SPDR Gold Trust (GLD) - 6,189 shares, 12.67% of the total portfolio. New Position
  5. SPDR Select Sector Fund - Utilities (XLU) - 5,540 shares, 4.25% of the total portfolio. Shares reduced by 84.16%
New Purchase: SPDR Gold Trust (GLD)

Financial Services Advisory Inc initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $156.04. The impact to a portfolio due to this purchase was 12.67%. The holding were 6,189 shares as of .

New Purchase: International Business Machines Corp (IBM)

Financial Services Advisory Inc initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $114.94. The impact to a portfolio due to this purchase was 3.07%. The holding were 2,000 shares as of .

Added: Vanguard Health Care (VHT)

Financial Services Advisory Inc added to a holding in Vanguard Health Care by 29.55%. The purchase prices were between $139.96 and $197.23, with an estimated average price of $183.85. The stock is now traded at around $169.47. The impact to a portfolio due to this purchase was 9.72%. The holding were 18,539 shares as of .

Sold Out: iShares Russell 1000 Growth (IWF)

Financial Services Advisory Inc sold out a holding in iShares Russell 1000 Growth. The sale prices were between $131.24 and $191.72, with an estimated average price of $171.91.

Sold Out: SPDR S&P 500 (SPY)

Financial Services Advisory Inc sold out a holding in SPDR S&P 500. The sale prices were between $222.95 and $338.34, with an estimated average price of $307.42.

Sold Out: Schwab U.S. Broad Market (SCHB)

Financial Services Advisory Inc sold out a holding in Schwab U.S. Broad Market. The sale prices were between $52.35 and $80.88, with an estimated average price of $73.19.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Financial Services Advisory Inc sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $71.66 and $118.71, with an estimated average price of $107.28.

Sold Out: iShares Russell 1000 Value (IWD)

Financial Services Advisory Inc sold out a holding in iShares Russell 1000 Value. The sale prices were between $84.45 and $137.35, with an estimated average price of $123.65.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Financial Services Advisory Inc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.



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