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, VIOO, SCHD, VO, SPG, and represent 36.67% of New Insight Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, IVV, VIOO, IXN, VIGI, IJH, FBND, RIVN, FCAL, IYG.
- Started 7 new stock positions in VOT, COST, SPLG, VOO, IDHQ, NOW, VBK.
- Reduced shares in these 10 stocks: VYM, SPG, PFE, FLOT, PYPL, PEY, C, FDD, IDV, RSP.
- Sold out of its position in PYPL.
- New Insight Wealth Advisors was a net buyer of stock by $7.0M.
- New Insight Wealth Advisors has $160M in assets under management (AUM), dropping by 7.87%.
- Central Index Key (CIK): 0002022328
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Portfolio Holdings for New Insight Wealth Advisors
New Insight Wealth Advisors holds 84 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.3 | $20M | +8% | 37k | 525.73 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 7.2 | $12M | +11% | 114k | 101.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.1 | $11M | 141k | 80.63 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.1 | $8.2M | +24% | 33k | 249.86 |
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| Simon Property (SPG) | 4.9 | $7.9M | -5% | 50k | 156.49 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 4.1 | $6.5M | +11% | 80k | 81.53 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.7 | $6.0M | +9% | 131k | 45.31 |
|
| Tesla Motors (TSLA) | 3.6 | $5.8M | 33k | 175.79 |
|
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| Vanguard World Inf Tech Etf (VGT) | 3.5 | $5.6M | +6% | 11k | 524.36 |
|
| Amazon (AMZN) | 3.2 | $5.1M | 28k | 180.38 |
|
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 2.7 | $4.4M | -6% | 212k | 20.65 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $4.3M | -4% | 25k | 169.37 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $4.0M | 22k | 182.61 |
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| Ishares Tr Global Tech Etf (IXN) | 2.4 | $3.9M | +27% | 52k | 74.81 |
|
| Wp Carey (WPC) | 2.1 | $3.4M | 61k | 56.44 |
|
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| Apple (AAPL) | 2.0 | $3.2M | -3% | 19k | 171.48 |
|
| Microsoft Corporation (MSFT) | 1.9 | $3.0M | 7.2k | 420.70 |
|
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 1.8 | $2.8M | +3% | 160k | 17.78 |
|
| salesforce (CRM) | 1.6 | $2.6M | 8.6k | 301.18 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.5M | 17k | 150.93 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $2.2M | -17% | 19k | 120.99 |
|
| First Tr Stoxx European Sele Common Shs (FDD) | 1.2 | $1.9M | -10% | 162k | 11.83 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.2 | $1.9M | 21k | 93.15 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $1.9M | 3.9k | 485.52 |
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| Ross Stores (ROST) | 0.9 | $1.4M | 9.8k | 146.76 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $1.3M | 16k | 83.58 |
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| Uber Technologies (UBER) | 0.8 | $1.3M | -3% | 17k | 76.99 |
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| Broadcom (AVGO) | 0.8 | $1.3M | +2% | 943.00 | 1325.92 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.2M | +2% | 1.3k | 903.63 |
|
| Matthews Asia Fds Asia Innov Activ (MINV) | 0.7 | $1.1M | 45k | 25.21 |
|
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| Abbvie (ABBV) | 0.6 | $1.0M | 5.6k | 182.10 |
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| Pinterest Cl A (PINS) | 0.6 | $978k | -11% | 28k | 34.67 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.6 | $974k | +62% | 20k | 49.65 |
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| Goldman Sachs (GS) | 0.6 | $967k | 2.3k | 417.69 |
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| Moderna (MRNA) | 0.6 | $937k | 8.8k | 106.56 |
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| Rivian Automotive Com Cl A (RIVN) | 0.6 | $916k | +88% | 84k | 10.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $778k | +40% | 5.7k | 136.05 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $685k | -35% | 13k | 51.06 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $676k | 12k | 58.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $675k | +431% | 11k | 60.74 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $672k | 3.4k | 200.30 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.3 | $556k | +193% | 8.4k | 66.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $492k | 1.9k | 259.90 |
|
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $476k | 5.3k | 89.90 |
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| Visa Com Cl A (V) | 0.3 | $461k | -3% | 1.7k | 279.08 |
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| Pfizer (PFE) | 0.3 | $449k | -45% | 16k | 27.75 |
|
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.3 | $445k | +2% | 7.9k | 56.21 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.3 | $427k | +182% | 6.3k | 67.63 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.3 | $416k | 9.7k | 42.81 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $411k | +8% | 8.4k | 48.77 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $369k | +51% | 4.8k | 77.31 |
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| Realty Income (O) | 0.2 | $368k | -13% | 6.8k | 54.10 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.2 | $361k | +9% | 18k | 20.66 |
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| Citigroup Com New (C) | 0.2 | $357k | -45% | 5.6k | 63.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $346k | 3.1k | 110.52 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $340k | +37% | 3.7k | 92.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $335k | 2.2k | 152.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $321k | -5% | 10k | 32.23 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.2 | $305k | -20% | 8.2k | 37.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $299k | NEW | 623.00 | 480.53 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $291k | -35% | 3.6k | 79.76 |
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| Walt Disney Company (DIS) | 0.2 | $290k | 2.4k | 122.36 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.2 | $288k | -12% | 4.0k | 72.55 |
|
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.2 | $281k | -3% | 3.2k | 87.94 |
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| Shopify Cl A (SHOP) | 0.2 | $267k | 3.5k | 77.17 |
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| Intel Corporation (INTC) | 0.2 | $263k | -26% | 6.0k | 44.17 |
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| Doordash Cl A (DASH) | 0.2 | $263k | -12% | 1.9k | 137.72 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $262k | NEW | 4.3k | 61.53 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.2 | $261k | NEW | 8.5k | 30.67 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.2 | $251k | +20% | 7.7k | 32.68 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.2 | $251k | -6% | 2.2k | 115.10 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $249k | 1.9k | 131.24 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $245k | -47% | 8.7k | 28.04 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $239k | NEW | 915.00 | 260.72 |
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| Bank of America Corporation (BAC) | 0.1 | $232k | -30% | 6.1k | 37.92 |
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| Servicenow (NOW) | 0.1 | $226k | NEW | 296.00 | 762.40 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $221k | 5.3k | 41.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $217k | NEW | 920.00 | 235.79 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $216k | -27% | 2.2k | 97.94 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $209k | -3% | 8.1k | 25.69 |
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| Costco Wholesale Corporation (COST) | 0.1 | $203k | NEW | 277.00 | 733.68 |
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| Cisco Systems (CSCO) | 0.1 | $202k | -19% | 4.0k | 49.91 |
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| Rambus (RMBS) | 0.1 | $200k | 3.2k | 61.81 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $199k | -2% | 18k | 11.02 |
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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 2023 Q4 filed May 8, 2024
- New Insight Wealth Advisors 2024 Q1 filed May 8, 2024