Financial Insights

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

Companies in the Financial Insights portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr Ser Tr msci usa qual 9.40 104351 86.46
J P Morgan Exchange Traded F fund 9.24 179320 49.45
Berkshire Hathaway (BRK.B) 8.36 37000 216.70
Ishares Tr eafe min volat 8.12 108102 72.03
Microsoft Corporation (MSFT) 6.83 50182 130.60
WisdomTree MidCap Dividend Fund (DON) 5.59 146171 36.70
Alps Etf sectr div dogs 5.56 120705 44.23
Vanguard Mortgage Bkd Sects ETF (VMBS) 4.75 87343 52.16
Vanguard Dividend Appreciation ETF (VIG) 4.47 37723 -11% 113.72
Vanguard REIT ETF (VNQ) 3.97 43955 86.77
Ishares Inc em mkt min vol 3.97 63502 59.92
Apple (AAPL) 2.36 11264 201.17
Technology SPDR (XLK) 1.61 19660 -7% 78.69
Vanguard Small-Cap ETF (VB) 1.59 9615 -2% 158.29
iShares Russell 1000 Growth Index (IWF) 1.54 9337 158.08
Starbucks Corporation (SBUX) 1.48 18266 -3% 77.69
iShares Russell 1000 Value Index (IWD) 1.43 10724 127.75
Vanguard Total Stock Market ETF (VTI) 1.24 7929 -5% 150.33
Ishares Tr core div grwth 1.06 26559 -14% 38.14
Amazon (AMZN) 0.98 490 1926.53
Vanguard High Dividend Yield ETF (VYM) 0.98 10690 -8% 88.12
Ishares Msci Usa Quality Facto invalid 0.95 9971 -23% 91.87
Boeing Company (BA) 0.91 2305 377.87
Ishares High Dividend Equity F 0.76 7615 95.34
Johnson & Johnson (JNJ) 0.68 4602 +8% 141.24
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.60 5242 +21% 109.69
Health Care SPDR (XLV) 0.59 6327 89.30
Industrial SPDR (XLI) 0.59 7227 -6% 78.04
WisdomTree MidCap Earnings Fund (EZM) 0.54 12649 -3% 41.03
Vanguard Health Care ETF (VHT) 0.47 2671 167.73
Costco Wholesale Corporation (COST) 0.46 1816 -12% 245.59
Ishares Tr msci eafe esg 0.43 6265 +21% 65.12
iShares S&P; MidCap 400 Index (IJH) 0.41 1975 +3% 196.96
Exxon Mobil Corporation (XOM) 0.39 4634 NEW 80.28
Invesco Qqq Trust Series 1 0.38 1906 +13% 189.40
Etf Managers Tr etho climate l 0.37 9094 +59% 38.71
Sba Communications Corp Com stock 0.37 1750 -5% 204.00
Pgx etf 0.35 23260 14.53
Berkshire Hathaway (BRK.A) 0.34 1 325000.00
iShares Russell 1000 Index (IWB) 0.34 2000 163.50
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.34 4518 -3% 72.16
McDonald's Corporation (MCD) 0.33 1627 197.30
BHP Billiton (BHP) 0.32 5831 52.99
Sound Finl Ban 0.31 8742 34.55
Netflix (NFLX) 0.30 770 370.13
Vanguard Consumer Staples ETF (VDC) 0.30 1957 148.70
iShares MSCI EAFE Index Fund (EFA) 0.28 3979 66.85
Vanguard Information Technology ETF (VGT) 0.28 1267 -3% 213.10
Invesco Exchange Traded Fd Tr etf 0.28 14700 18.23
Visa (V) 0.26 1491 164.32
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.26 1173 209.72
Vanguard Total Bond Market ETF (BND) 0.25 2954 +13% 80.91
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.25 6470 -14% 36.63
AT&T; (T) 0.24 7554 -5% 30.98
Cisco Systems (CSCO) 0.23 3872 NEW 56.04
Procter & Gamble Company (PG) 0.23 2059 NEW 106.36
United Technologies Corporation (UTX) 0.23 1531 NEW 142.39
Vanguard FTSE All-World ex-US ETF (VEU) 0.23 4320 51.62
Vanguard Emerging Markets ETF (VWO) 0.22 4917 43.32
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.22 4854 NEW 42.85
Vanguard Int High Dvd Yld In exchange traded funds 0.21 3200 NEW 62.50

Past 13F-HR SEC Filings by Financial Insights

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