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, VO, FBND, and represent 38.61% of New Insight Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, SHY, RSP, FBND, AVGO, SCHD, SMH, IXN, VO, XMHQ.
- Started 10 new stock positions in SHY, VB, VUG, XSMO, INTF, APP, IJK, EXPO, CSCO, XMHQ.
- Reduced shares in these 10 stocks: DIAL, SPG, TSLA, FDD, IXJ, CRM, WPC, IHI, AAPL, CRWD.
- Sold out of its positions in CRWD, XHE.
- New Insight Wealth Advisors was a net buyer of stock by $11M.
- New Insight Wealth Advisors has $190M in assets under management (AUM), dropping by 11.85%.
- Central Index Key (CIK): 0002022328
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Portfolio Holdings for New Insight Wealth Advisors
New Insight Wealth Advisors holds 91 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.6 | $28M | +9% | 48k | 576.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.3 | $14M | +7% | 165k | 84.53 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 6.5 | $12M | 114k | 108.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.5 | $11M | +6% | 40k | 263.83 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.7 | $8.9M | +19% | 190k | 46.74 |
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| Tesla Motors (TSLA) | 4.4 | $8.4M | -9% | 32k | 261.63 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.9 | $7.4M | 84k | 88.28 |
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| Vanguard World Inf Tech Etf (VGT) | 3.8 | $7.3M | +8% | 12k | 586.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.3 | $6.3M | +43% | 35k | 179.16 |
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| Simon Property (SPG) | 3.3 | $6.2M | -16% | 37k | 169.02 |
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| Ishares Tr Global Tech Etf (IXN) | 3.1 | $5.9M | +17% | 72k | 82.53 |
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| Amazon (AMZN) | 2.9 | $5.4M | 29k | 186.33 |
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| Apple (AAPL) | 2.3 | $4.4M | -5% | 19k | 233.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $4.3M | 22k | 198.06 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 2.2 | $4.2M | 193k | 21.93 |
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| Wp Carey (WPC) | 1.8 | $3.3M | -9% | 54k | 62.30 |
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| Microsoft Corporation (MSFT) | 1.7 | $3.3M | +2% | 7.6k | 430.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.9M | 17k | 165.85 |
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| Meta Platforms Cl A (META) | 1.3 | $2.4M | 4.2k | 572.49 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $2.3M | NEW | 28k | 83.15 |
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| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | +18% | 17k | 121.44 |
|
| salesforce (CRM) | 1.0 | $1.9M | -18% | 6.9k | 273.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $1.9M | -7% | 14k | 128.20 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.9 | $1.7M | +136% | 6.8k | 245.45 |
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| Broadcom (AVGO) | 0.8 | $1.5M | +821% | 8.7k | 172.49 |
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| Ross Stores (ROST) | 0.8 | $1.5M | 9.8k | 150.51 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.7 | $1.3M | -50% | 73k | 18.48 |
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| Matthews Asia Fds Asia Innov Activ (MINV) | 0.7 | $1.3M | 47k | 28.49 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $1.3M | 14k | 91.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.3M | +16% | 7.5k | 173.67 |
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| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.7 | $1.3M | +9% | 25k | 50.18 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.6 | $1.1M | -37% | 12k | 98.16 |
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| Goldman Sachs (GS) | 0.6 | $1.1M | -4% | 2.2k | 495.11 |
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| Rivian Automotive Com Cl A (RIVN) | 0.5 | $950k | -2% | 85k | 11.22 |
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| Abbvie (ABBV) | 0.5 | $902k | -7% | 4.6k | 197.48 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.5 | $902k | +53% | 38k | 24.05 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $865k | +89% | 13k | 67.51 |
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| Pinterest Cl A (PINS) | 0.4 | $845k | -7% | 26k | 32.37 |
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| Uber Technologies (UBER) | 0.4 | $744k | -10% | 9.9k | 75.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $743k | 12k | 62.32 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $617k | NEW | 6.0k | 102.58 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $548k | -14% | 2.6k | 210.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $548k | +6% | 5.3k | 104.17 |
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| Moderna (MRNA) | 0.3 | $547k | 8.2k | 66.83 |
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| Ishares Tr Us Consm Staples (IYK) | 0.3 | $546k | +4% | 7.7k | 70.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $536k | 1.9k | 283.16 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $513k | 5.3k | 96.95 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.3 | $494k | 24k | 20.78 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $479k | +30% | 1.8k | 267.37 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.2 | $470k | 8.0k | 58.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $459k | +13% | 2.7k | 167.22 |
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| Visa Com Cl A (V) | 0.2 | $452k | 1.6k | 274.95 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.2 | $449k | -9% | 6.3k | 71.02 |
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| Realty Income (O) | 0.2 | $446k | -8% | 7.0k | 63.42 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $419k | 8.2k | 51.13 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $411k | -7% | 8.0k | 51.04 |
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| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.2 | $399k | -3% | 15k | 27.05 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.2 | $386k | +28% | 12k | 31.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $385k | +15% | 730.00 | 527.59 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $366k | -2% | 3.1k | 116.96 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.2 | $360k | -2% | 7.9k | 45.71 |
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| Shopify Cl A (SHOP) | 0.2 | $336k | +13% | 4.2k | 80.14 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.2 | $334k | NEW | 11k | 31.43 |
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| Qualcomm (QCOM) | 0.2 | $332k | +64% | 2.0k | 170.05 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.2 | $329k | 2.8k | 116.32 |
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| First Tr Stoxx European Sele Common Shs (FDD) | 0.2 | $308k | -72% | 25k | 12.46 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $301k | +8% | 1.2k | 243.47 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $285k | NEW | 4.3k | 66.19 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $278k | -8% | 8.4k | 33.23 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $270k | -48% | 4.6k | 59.22 |
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| Servicenow (NOW) | 0.1 | $267k | -2% | 298.00 | 894.39 |
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| Costco Wholesale Corporation (COST) | 0.1 | $264k | +4% | 297.00 | 887.91 |
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| Doordash Cl A (DASH) | 0.1 | $262k | -6% | 1.8k | 142.73 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $260k | 3.4k | 76.64 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $258k | NEW | 1.1k | 237.21 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $258k | -2% | 3.2k | 79.42 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $254k | +15% | 9.7k | 26.27 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.1 | $250k | -10% | 6.4k | 39.02 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $250k | 7.2k | 34.49 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $237k | -11% | 1.7k | 142.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $237k | 2.3k | 101.27 |
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| Walt Disney Company (DIS) | 0.1 | $226k | 2.4k | 96.20 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $221k | NEW | 1.7k | 130.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $220k | NEW | 573.00 | 383.93 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $215k | 18k | 11.89 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $212k | NEW | 2.3k | 91.93 |
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| Pfizer (PFE) | 0.1 | $211k | -24% | 7.3k | 28.94 |
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| Cisco Systems (CSCO) | 0.1 | $206k | NEW | 3.9k | 53.22 |
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| Exponent (EXPO) | 0.1 | $206k | NEW | 1.8k | 115.28 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $201k | -9% | 4.7k | 42.84 |
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| Under Armour CL C (UA) | 0.1 | $98k | 12k | 8.36 |
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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 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