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Financial Insights

Latest statistics and disclosures from Financial Insights's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SCHD, MSFT, DBEF, VUG, and represent 40.15% of Financial Insights's stock portfolio.
Added to shares of these 10 stocks: SPLG, PRCS, RAFE, NULG, QQQ, CVIE, J P Morgan Exchange-traded F, DBEF, PWRD, CSPF.
Started 23 new stock positions in PWRD, SPYX, MSI, PYLD, RAFE, CAT, DE, PJIO, J P Morgan Exchange-traded F, CVIE. IJR, DXCM, ETN, SPGI, NULG, BA, PRCS, CSPF, GEV, JCI, TAFL, GBTC, TQQQ.
Reduced shares in these 10 stocks: AAPL, VOTE, DFAC, ETHO, VUG, VTI, MSFT, PSK, DSI, SCHD.
Sold out of its positions in CVX, FI, MNST, RJF, SPYG, MBNE, UNH.
Financial Insights was a net buyer of stock by $2.8M.
Financial Insights has $274M in assets under management (AUM), dropping by 8.97%.
Central Index Key (CIK): 0001642058

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Portfolio Holdings for Financial Insights

Financial Insights holds 127 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	11.7	$32M	+12%	442k	72.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.8	$24M		909k	26.50	View chart
Microsoft Corporation (MSFT)	8.8	$24M	-2%	48k	497.41	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	5.5	$15M	+6%	347k	43.75	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$15M	-9%	33k	438.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$13M	+10%	24k	551.64	View chart
Apple (AAPL)	3.7	$10M	-25%	49k	205.17	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	3.3	$9.0M	+4%	212k	42.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.2	$8.7M		18k	485.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.4	$6.6M		155k	42.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$5.3M	+7%	22k	236.98	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	1.9	$5.2M	-32%	72k	72.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$4.9M	-3%	85k	57.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$4.6M		22k	204.67	View chart
Select Sector Spdr Tr Technology (XLK)	1.5	$4.2M		17k	253.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$3.9M	-32%	108k	35.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$3.8M	-2%	95k	40.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$3.6M		13k	285.30	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$3.3M		32k	104.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$3.0M	-11%	11k	279.83	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.0	$2.8M	-6%	55k	50.12	View chart
Amazon (AMZN)	1.0	$2.7M	-3%	12k	219.39	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$2.6M	+10%	61k	42.55	View chart
Parnassus Income Fds Core Select Etf (PRCS)	0.9	$2.5M	NEW	96k	25.46	View chart
Costco Wholesale Corporation (COST)	0.9	$2.4M	-2%	2.4k	989.94	View chart
NVIDIA Corporation (NVDA)	0.9	$2.4M	-9%	15k	157.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$2.2M		34k	63.94	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.7	$2.0M	-18%	17k	116.16	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$1.9M	NEW	49k	38.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.8M		13k	133.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.7M	-34%	5.6k	303.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.6M		24k	67.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.6M	+3%	51k	30.68	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$1.5M	NEW	16k	93.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.4M		7.6k	182.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.3M		27k	49.46	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.5	$1.3M	-2%	7.2k	174.61	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.4	$1.2M	NEW	19k	65.10	View chart
J P Morgan Exchange Traded F Climate Change S	0.4	$1.1M	NEW	22k	48.84	View chart
Broadcom (AVGO)	0.4	$1.1M	-23%	3.9k	275.65	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$1.0M		6.9k	147.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.0M	-4%	16k	63.71	View chart
Starbucks Corporation (SBUX)	0.3	$951k	+5%	10k	91.63	View chart
Visa Com Cl A (V)	0.3	$925k	+2%	2.6k	355.05	View chart
Vanguard World Health Car Etf (VHT)	0.3	$847k	+2%	3.4k	248.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$836k	+12%	1.3k	663.28	View chart
JPMorgan Chase & Co. (JPM)	0.3	$803k	+13%	2.8k	289.91	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.3	$792k		15k	52.34	View chart
Netflix (NFLX)	0.3	$779k		582.00	1339.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$754k	+11%	1.3k	568.03	View chart
Tcw Etf Trust Transform System (PWRD)	0.3	$729k	NEW	8.1k	90.17	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$712k		5.3k	134.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$690k	-4%	1.6k	424.58	View chart
Sound Finl Ban (SFBC)	0.3	$685k		15k	46.00	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.2	$662k	-3%	16k	42.44	View chart
Wal-Mart Stores (WMT)	0.2	$650k	+2%	6.7k	97.78	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.2	$646k	-74%	11k	58.13	View chart
Exxon Mobil Corporation (XOM)	0.2	$631k		5.9k	107.80	View chart
McDonald's Corporation (MCD)	0.2	$630k		2.2k	292.15	View chart
Johnson & Johnson (JNJ)	0.2	$621k	+9%	4.1k	152.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$619k	-16%	10k	62.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$613k	-3%	3.2k	194.23	View chart
Wells Fargo & Company (WFC)	0.2	$589k		7.4k	80.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$584k		3.3k	176.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$577k	-6%	4.2k	138.68	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.2	$538k	NEW	21k	25.47	View chart
Trane Technologies SHS (TT)	0.2	$536k		1.2k	437.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$520k	-11%	7.1k	73.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$519k		11k	47.56	View chart
Meta Platforms Cl A (META)	0.2	$500k		677.00	738.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$463k	+88%	2.6k	176.74	View chart
Ge Vernova (GEV)	0.2	$451k	NEW	853.00	529.15	View chart
Eli Lilly & Co. (LLY)	0.2	$451k	-4%	578.00	779.53	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$429k	NEW	16k	26.54	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.2	$419k	NEW	6.7k	62.33	View chart
Sba Communications Corp Cl A (SBAC)	0.2	$411k		1.8k	234.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$411k		3.7k	110.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$405k	-14%	1.5k	276.99	View chart
Procter & Gamble Company (PG)	0.1	$401k		2.5k	159.35	View chart
Abbvie (ABBV)	0.1	$395k	+40%	2.1k	185.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$370k	-12%	4.1k	89.39	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.1	$370k	NEW	7.3k	50.93	View chart
Applied Materials (AMAT)	0.1	$352k	-18%	1.9k	183.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$350k	-13%	3.9k	89.22	View chart
Cisco Systems (CSCO)	0.1	$339k		4.9k	69.38	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.1	$338k	-62%	11k	31.76	View chart
Coca-Cola Company (KO)	0.1	$338k		4.8k	70.74	View chart
Advanced Micro Devices (AMD)	0.1	$322k	+4%	2.3k	141.90	View chart
Home Depot (HD)	0.1	$305k	-5%	832.00	366.64	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$304k		4.5k	67.02	View chart
salesforce (CRM)	0.1	$298k		1.1k	272.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$297k		3.7k	80.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$296k		2.5k	117.17	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$288k		14k	20.41	View chart
Waste Management (WM)	0.1	$286k		1.3k	228.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$284k	-2%	3.2k	89.06	View chart
Tesla Motors (TSLA)	0.1	$282k	-46%	889.00	317.66	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$282k		2.9k	98.77	View chart
International Business Machines (IBM)	0.1	$269k		914.00	294.78	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$269k	-36%	6.6k	40.74	View chart
TJX Companies (TJX)	0.1	$267k	+17%	2.2k	123.49	View chart
Dex (DXCM)	0.1	$267k	NEW	3.1k	87.29	View chart
Chipotle Mexican Grill (CMG)	0.1	$266k	-11%	4.7k	56.15	View chart
Chubb (CB)	0.1	$261k	+7%	899.00	289.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$257k		1.5k	177.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$256k		412.00	620.90	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$247k		7.8k	31.54	View chart
Ab Active Etfs Tax Aware Long M (TAFL)	0.1	$247k	NEW	10k	24.50	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$236k	NEW	2.2k	105.60	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$233k		1.8k	126.75	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$233k		1.7k	135.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$229k		4.8k	47.54	View chart
S&p Global (SPGI)	0.1	$229k	NEW	434.00	527.29	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$229k		6.4k	35.49	View chart
Nxp Semiconductors N V (NXPI)	0.1	$228k	-5%	1.0k	218.49	View chart
Boeing Company (BA)	0.1	$228k	NEW	1.1k	209.61	View chart
Steris Shs Usd (STE)	0.1	$225k	+3%	937.00	240.22	View chart
Eaton Corp SHS (ETN)	0.1	$223k	NEW	624.00	356.99	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$222k	NEW	2.6k	84.83	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$220k		3.6k	61.77	View chart
Motorola Solutions Com New (MSI)	0.1	$220k	NEW	523.00	420.46	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$213k	NEW	2.6k	83.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$209k	NEW	1.9k	109.29	View chart
Deere & Company (DE)	0.1	$204k	NEW	401.00	508.91	View chart
Caterpillar (CAT)	0.1	$201k	NEW	516.00	388.48	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$163k	+2%	15k	11.13	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$141k		10k	14.11	View chart

Past Filings by Financial Insights

SEC 13F filings are viewable for Financial Insights going back to 2018

Financial Insights 2025 Q2 filed July 22, 2025
Financial Insights 2025 Q1 filed April 25, 2025
Financial Insights 2024 Q4 filed March 5, 2025
Financial Insights 2024 Q3 filed Oct. 22, 2024
Financial Insights 2024 Q2 filed July 16, 2024
Financial Insights 2024 Q1 filed April 25, 2024
Financial Insights 2023 Q4 filed Jan. 25, 2024
Financial Insights 2023 Q2 filed Jan. 25, 2024
Financial Insights 2023 Q3 filed Dec. 7, 2023
Financial Insights 2023 Q1 filed April 18, 2023
Financial Insights 2022 Q4 filed Feb. 10, 2023
Financial Insights 2022 Q3 filed Oct. 27, 2022
Financial Insights 2022 Q2 filed Aug. 3, 2022
Financial Insights 2022 Q1 filed May 11, 2022
Financial Insights 2021 Q4 filed Feb. 9, 2022
Financial Insights 2021 Q3 filed Nov. 12, 2021

View all past filings

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