Financial Insights

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

Portfolio Holdings for Financial Insights

Companies in the Financial Insights portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.09 $10.24M -97% 1.11k 9240.97
Spdr Ser Tr Msci Usa Strtgic (QUS) 8.42 $9.48M -63% 38.94k 243.46
J P Morgan Exchange-traded F Global Bd Oprt (JPGB) 7.94 $8.94M -72% 50.31k 177.68
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 7.83 $8.82M -93% 18.85k 467.93
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 7.50 $8.45M -74% 23.28k 362.95
Ishares Tr Min Vol Eafe Etf (EFAV) 6.49 $7.31M +41% 155.27k 47.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.95 $4.45M +181% 65.46k 68.00
Wisdomtree Tr Us Midcap Divid (DON) 3.84 $4.32M -29% 109.54k 39.48
Apple (AAPL) 3.58 $4.04M +1533% 181.26k 22.27
Vanguard Index Fds Real Estate Etf (VNQ) 3.28 $3.69M +519% 287.66k 12.83
Ishares Min Vol Emrg Mkt (EEMV) 2.95 $3.33M +64% 107.85k 30.85
Vanguard Specialized Funds Div App Etf (VIG) 2.81 $3.16M +134% 91.30k 34.62
Select Sector Spdr Tr Technology (XLK) 1.97 $2.22M +110% 46.47k 47.75
Ishares Tr Msci Kld400 Soc (DSI) 1.68 $1.89M -84% 2.39k 790.22
Starbucks Corporation (SBUX) 1.25 $1.40M -80% 3.73k 376.68
Amazon (AMZN) 1.23 $1.39M -68% 167 8323.35
Ishares Tr Esg Msci Eafe (ESGD) 1.20 $1.35M -27% 15.38k 87.85
Ishares Tr Core Div Grwth (DGRO) 1.19 $1.34M -37% 21.25k 63.00
Ishares Tr Rus 1000 Grw Etf (IWF) 1.02 $1.15M +175% 19.60k 58.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.96 $1.08M +375% 19.73k 54.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.93 $1.04M -49% 4.13k 253.03
Ishares Tr Usa Quality Fctr (QUAL) 0.91 $1.02M +5% 11.20k 91.14
Etf Managers Tr Etho Climate Lea (ETHO) 0.79 $887.00k -84% 3.15k 281.68
Vanguard Index Fds Small Cp Etf (VB) 0.78 $878.00k -9% 8.12k 108.10
Ishares Tr Rus 1000 Val Etf (IWD) 0.73 $822.00k +27% 11.10k 74.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.73 $821.00k -95% 523 1569.79
Ishares Esg Msci Em Etf (ESGE) 0.60 $679.00k -76% 4.53k 149.89
Vanguard World Fds Health Car Etf (VHT) 0.58 $648.00k +7% 4.03k 160.71
Vanguard World Fds Inf Tech Etf (VGT) 0.55 $617.00k +70% 4.15k 148.78
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.54 $607.00k -80% 1.17k 517.48
Johnson & Johnson (JNJ) 0.53 $596.00k -86% 630 946.03
Costco Wholesale Corporation (COST) 0.53 $594.00k +1025% 22.04k 26.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.52 $591.00k -98% 70 8442.86
Ishares Tr Hdg Msci Eafe (HEFA) 0.50 $559.00k -86% 2.36k 236.86
Sba Communications Corp Cl A (SBAC) 0.46 $521.00k NEW 2.13k 244.26
Ishares Tr Core High Dv Etf (HDV) 0.46 $518.00k -99% 14 37000.00
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.45 $503.00k -90% 770 653.25
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.42 $475.00k -99% 50 9500.00
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.41 $465.00k -82% 700 664.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.41 $461.00k -88% 360 1280.56
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.37 $422.00k -97% 700 602.86
Ishares Tr Cohen Steer Reit (ICF) 0.37 $418.00k -7% 3.81k 109.57
Boeing Company (BA) 0.37 $413.00k +191% 6.98k 59.14
Ishares Tr Yld Optim Bd (BYLD) 0.36 $410.00k -54% 6.02k 68.08
Ishares Tr Residnl Real Est (REZ) 0.33 $373.00k +50% 8.62k 43.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.32 $362.00k +486% 11.92k 30.36
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.31 $353.00k -85% 1.65k 213.55
Netflix (NFLX) 0.31 $350.00k +154% 1.96k 178.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.29 $332.00k -99% 31 10709.68
Vanguard World Fds Consum Stp Etf (VDC) 0.29 $328.00k +123% 4.93k 66.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.29 $327.00k -75% 466 701.72
McDonald's Corporation (MCD) 0.27 $308.00k +18% 1.97k 156.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.27 $300.00k 1.38k 218.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.26 $291.00k +231% 3.52k 82.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.25 $281.00k -77% 694 404.90
Visa Com Cl A (V) 0.24 $269.00k +37% 2.05k 131.03
Bhp Group Sponsored Ads (BHP) 0.23 $263.00k NEW 3.23k 81.37
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.22 $253.00k -96% 317 798.11
Exxon Mobil Corporation (XOM) 0.22 $250.00k NEW 966 258.80
Ishares Tr Pfd And Incm Sec (PFF) 0.22 $248.00k -69% 2.21k 112.17
Procter & Gamble Company (PG) 0.22 $246.00k +198% 6.09k 40.39
Ishares Tr Msci Eafe Etf (EFA) 0.22 $244.00k -45% 2.17k 112.29
Applied Materials (AMAT) 0.21 $234.00k NEW 7.15k 32.71
Ishares Tr National Mun Etf (MUB) 0.21 $234.00k -95% 100 2340.00
Vanguard World Fds Consum Dis Etf (VCR) 0.21 $232.00k NEW 4.59k 50.57
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.20 $230.00k NEW 503 457.26
Paypal Holdings (PYPL) 0.20 $229.00k NEW 534 428.84
Wisdomtree Tr Us Midcap Fund (EZM) 0.20 $226.00k -99% 24 9416.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.20 $225.00k NEW 549 409.84
At&t (T) 0.20 $222.00k 10.18k 21.81
Chevron Corporation (CVX) 0.19 $216.00k NEW 4.70k 46.01
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.19 $212.00k -76% 3.41k 62.22
Intel Corporation (INTC) 0.19 $211.00k +87% 6.99k 30.19
Sound Finl Ban (SFBC) 0.19 $211.00k NEW 4.08k 51.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.18 $207.00k -70% 566 365.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.18 $206.00k NEW 1.41k 146.62
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.18 $202.00k NEW 1.97k 102.54
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.13 $150.00k NEW 10.65k 14.09
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.12 $137.00k NEW 11.08k 12.36
Vanguard World Fds Comm Srvc Etf (VOX) 0.12 $134.00k NEW 34.03k 3.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.12 $134.00k NEW 13.32k 10.06
Vanguard Index Fds Growth Etf (VUG) 0.12 $131.00k NEW 17.50k 7.48
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.12 $130.00k NEW 30.68k 4.24
Alphabet Cap Stk Cl C (GOOG) 0.07 $76.00k NEW 14.70k 5.17
ConocoPhillips (COP) 0.03 $33.00k NEW 12.17k 2.71

Past Filings by Financial Insights

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