New Insight Wealth Advisors
Latest statistics and disclosures from New Insight Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHD, VIOO, FBND, VO, and represent 37.70% of New Insight Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$9.8M), RSP, FBND, Virtus Etf Tr Ii, XSMO, XMHQ, IXN, ILCG, SCHG, VGT.
- Started 6 new stock positions in CRWD, PLTR, MUB, BND, Virtus Etf Tr Ii, ILCG.
- Reduced shares in these 10 stocks: TSLA, CRM, IVV, SPG, VIGI, VTI, VIOO, , PEY, DIAL.
- Sold out of its positions in DIS, EXPO, FDD, IHI, FLOT, PFE, VTI.
- New Insight Wealth Advisors was a net buyer of stock by $13M.
- New Insight Wealth Advisors has $200M in assets under management (AUM), dropping by 5.07%.
- Central Index Key (CIK): 0002022328
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Portfolio Holdings for New Insight Wealth Advisors
New Insight Wealth Advisors holds 90 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.8 | $28M | -2% | 47k | 588.68 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.1 | $14M | +216% | 522k | 27.32 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 5.9 | $12M | -3% | 111k | 106.04 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.6 | $11M | +30% | 248k | 44.87 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $11M | 40k | 264.13 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.8 | $9.5M | +54% | 54k | 175.23 |
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| Tesla Motors (TSLA) | 4.4 | $8.8M | -31% | 22k | 403.84 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.1 | $8.1M | +5% | 13k | 621.80 |
|
| Ishares Tr Global Tech Etf (IXN) | 3.3 | $6.7M | +9% | 79k | 84.75 |
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| Amazon (AMZN) | 3.1 | $6.3M | 29k | 219.39 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.1 | $6.2M | -8% | 77k | 79.99 |
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| Simon Property (SPG) | 2.9 | $5.8M | -9% | 34k | 172.21 |
|
| Apple (AAPL) | 2.3 | $4.6M | 18k | 250.42 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $4.6M | +8% | 24k | 195.83 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 1.9 | $3.7M | -8% | 176k | 21.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $3.4M | +2% | 18k | 189.30 |
|
| Microsoft Corporation (MSFT) | 1.7 | $3.3M | +4% | 7.9k | 421.52 |
|
| Wp Carey (WPC) | 1.4 | $2.7M | -6% | 50k | 54.48 |
|
| Meta Platforms Cl A (META) | 1.3 | $2.6M | +7% | 4.5k | 585.46 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $2.5M | +10% | 31k | 81.98 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.2M | 17k | 134.29 |
|
|
| Broadcom (AVGO) | 1.0 | $2.0M | -2% | 8.5k | 231.83 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $1.9M | +3% | 15k | 127.59 |
|
| Virtus Etf Tr Ii Kar Mid-cap Etf | 0.8 | $1.6M | NEW | 67k | 24.32 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $1.6M | -5% | 6.4k | 242.17 |
|
| Ross Stores (ROST) | 0.7 | $1.5M | 9.8k | 151.27 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.4M | -3% | 7.2k | 197.49 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.7 | $1.4M | +129% | 14k | 98.47 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.7 | $1.3M | +6% | 27k | 49.37 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $1.3M | 15k | 88.79 |
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| Goldman Sachs (GS) | 0.6 | $1.2M | -2% | 2.2k | 572.62 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.6 | $1.2M | +334% | 19k | 66.11 |
|
| Matthews Asia Fds Asia Innov Activ (MINV) | 0.6 | $1.2M | -5% | 44k | 27.40 |
|
| salesforce (CRM) | 0.6 | $1.2M | -48% | 3.5k | 334.35 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.5 | $1.0M | -8% | 77k | 13.30 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $1.0M | +13% | 15k | 68.94 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.5 | $985k | +11% | 42k | 23.47 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.5 | $925k | -27% | 53k | 17.53 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.4 | $853k | -14% | 9.9k | 85.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $746k | 12k | 62.31 |
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|
| Abbvie (ABBV) | 0.4 | $722k | -11% | 4.1k | 177.70 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.3 | $693k | +92% | 15k | 45.76 |
|
| Pinterest Cl A (PINS) | 0.3 | $684k | -9% | 24k | 29.00 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $617k | 2.6k | 239.73 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $601k | +43% | 12k | 50.97 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $582k | +297% | 21k | 27.87 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.3 | $580k | +14% | 8.8k | 65.59 |
|
| Uber Technologies (UBER) | 0.3 | $577k | -3% | 9.6k | 60.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $537k | +2% | 2.8k | 190.42 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.3 | $521k | +155% | 46k | 11.29 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $506k | +103% | 15k | 34.35 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $503k | 1.8k | 280.06 |
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| Visa Com Cl A (V) | 0.2 | $496k | -4% | 1.6k | 316.04 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $491k | 5.3k | 92.72 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.2 | $459k | -2% | 7.8k | 58.66 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $456k | NEW | 5.1k | 89.60 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.2 | $455k | -7% | 5.8k | 77.81 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.2 | $452k | +31% | 16k | 28.32 |
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| Shopify Cl A (SHOP) | 0.2 | $446k | 4.2k | 106.33 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $441k | +124% | 11k | 41.88 |
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| Cisco Systems (CSCO) | 0.2 | $419k | +82% | 7.1k | 59.20 |
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| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.2 | $409k | +10% | 16k | 25.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $385k | -2% | 715.00 | 538.87 |
|
| Realty Income (O) | 0.2 | $364k | -2% | 6.8k | 53.41 |
|
| Moderna (MRNA) | 0.2 | $355k | +4% | 8.5k | 41.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $342k | -4% | 3.0k | 115.22 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $336k | +7% | 1.3k | 253.75 |
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| Servicenow (NOW) | 0.2 | $306k | -3% | 289.00 | 1060.12 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $289k | +10% | 1.2k | 240.28 |
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| Qualcomm (QCOM) | 0.1 | $289k | -3% | 1.9k | 153.62 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $282k | +11% | 3.6k | 78.01 |
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| Doordash Cl A (DASH) | 0.1 | $273k | -11% | 1.6k | 167.75 |
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| Costco Wholesale Corporation (COST) | 0.1 | $272k | 296.00 | 917.81 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $264k | +6% | 10k | 25.58 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $260k | +14% | 2.7k | 96.90 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $255k | -53% | 786.00 | 323.83 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $252k | 3.4k | 74.26 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $251k | NEW | 3.5k | 71.91 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $243k | -26% | 2.1k | 116.23 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.1 | $241k | 6.4k | 37.98 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $238k | -9% | 7.6k | 31.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $235k | 573.00 | 410.44 |
|
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $235k | +6% | 1.8k | 132.10 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $223k | NEW | 2.9k | 75.63 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.1 | $215k | -55% | 11k | 20.31 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $212k | NEW | 2.0k | 106.55 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $211k | NEW | 617.00 | 342.16 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $210k | 2.3k | 90.93 |
|
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $207k | -32% | 7.2k | 28.72 |
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| Under Armour CL C (UA) | 0.0 | $78k | -11% | 10k | 7.46 |
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Past Filings by New Insight Wealth Advisors
SEC 13F filings are viewable for New Insight Wealth Advisors going back to 2024
- New Insight Wealth Advisors 2024 Q4 filed Feb. 7, 2025
- New Insight Wealth Advisors 2024 Q3 filed Nov. 13, 2024
- New Insight Wealth Advisors 2024 Q2 filed Aug. 15, 2024
- New Insight Wealth Advisors 2023 Q4 filed May 8, 2024
- New Insight Wealth Advisors 2024 Q1 filed May 8, 2024