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 37.23% of New Insight Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, NVDA, FBND, VO, SCHD, SMH, IXN, SPHY, TSLA, VIGI.
- Started 6 new stock positions in QCOM, FDEM, CRWD, SPHY, UA, SMH.
- Reduced shares in these 10 stocks: SPG, FDD, UBER, C, VYM, PEY, CVS, INTC, IDV, DIAL.
- Sold out of its positions in BAC, CVS, CSCO, C, INTC, IDV, RMBS.
- New Insight Wealth Advisors was a net buyer of stock by $7.8M.
- New Insight Wealth Advisors has $170M in assets under management (AUM), dropping by 6.07%.
- Central Index Key (CIK): 0002022328
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Portfolio Holdings for New Insight Wealth Advisors
New Insight Wealth Advisors holds 83 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.1 | $24M | +16% | 44k | 547.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.0 | $12M | +8% | 153k | 77.76 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 6.6 | $11M | 115k | 98.21 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $9.0M | +12% | 37k | 242.10 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.2 | $7.1M | +20% | 159k | 44.93 |
|
| Tesla Motors (TSLA) | 4.1 | $7.0M | +7% | 36k | 197.88 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 4.1 | $6.9M | +6% | 85k | 81.28 |
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| Simon Property (SPG) | 3.9 | $6.7M | -12% | 44k | 151.80 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.9 | $6.6M | +6% | 11k | 576.61 |
|
| Amazon (AMZN) | 3.3 | $5.6M | +2% | 29k | 193.25 |
|
| Ishares Tr Global Tech Etf (IXN) | 3.0 | $5.1M | +17% | 61k | 82.82 |
|
| Apple (AAPL) | 2.5 | $4.2M | +5% | 20k | 210.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $4.0M | -2% | 25k | 164.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $3.9M | -4% | 21k | 182.55 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 2.3 | $3.8M | -7% | 195k | 19.64 |
|
| Microsoft Corporation (MSFT) | 1.9 | $3.3M | +2% | 7.4k | 446.97 |
|
| Wp Carey (WPC) | 1.9 | $3.2M | -2% | 59k | 55.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.1M | +2% | 17k | 182.15 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 1.5 | $2.6M | -8% | 146k | 17.64 |
|
| salesforce (CRM) | 1.3 | $2.2M | 8.5k | 257.09 |
|
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| Meta Platforms Cl A (META) | 1.3 | $2.2M | +10% | 4.3k | 504.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $1.9M | -15% | 16k | 118.60 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | +973% | 14k | 123.54 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.0 | $1.7M | -9% | 19k | 92.84 |
|
| Broadcom (AVGO) | 0.9 | $1.5M | 944.00 | 1604.88 |
|
|
| Ross Stores (ROST) | 0.8 | $1.4M | 9.8k | 145.32 |
|
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| Matthews Asia Fds Asia Innov Activ (MINV) | 0.7 | $1.3M | +3% | 46k | 27.00 |
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| Pinterest Cl A (PINS) | 0.7 | $1.2M | 28k | 44.07 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $1.2M | -10% | 14k | 83.96 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.7 | $1.2M | +3% | 87k | 13.42 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.7 | $1.2M | +18% | 23k | 49.52 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.1M | +12% | 6.5k | 173.81 |
|
| Goldman Sachs (GS) | 0.6 | $1.0M | 2.3k | 452.32 |
|
|
| First Tr Stoxx European Sele Common Shs (FDD) | 0.6 | $1.0M | -45% | 88k | 11.71 |
|
| Moderna (MRNA) | 0.6 | $979k | -6% | 8.2k | 118.75 |
|
| Abbvie (ABBV) | 0.5 | $846k | -11% | 4.9k | 171.52 |
|
| Uber Technologies (UBER) | 0.5 | $808k | -33% | 11k | 72.68 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $749k | NEW | 2.9k | 260.70 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $692k | +6% | 12k | 58.52 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $618k | -8% | 3.1k | 202.26 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.3 | $569k | NEW | 25k | 23.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $507k | 1.9k | 267.51 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $500k | -22% | 8.9k | 56.04 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $496k | +34% | 4.9k | 100.84 |
|
| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.3 | $491k | +37% | 24k | 20.37 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.3 | $489k | +17% | 7.4k | 65.75 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $458k | 5.3k | 86.61 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.3 | $456k | -16% | 7.0k | 65.21 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $445k | -35% | 8.7k | 51.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $444k | +10% | 2.4k | 183.44 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $433k | +59% | 6.8k | 64.00 |
|
| Visa Com Cl A (V) | 0.3 | $431k | 1.6k | 262.47 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.3 | $429k | 8.0k | 53.87 |
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| Realty Income (O) | 0.2 | $404k | +12% | 7.7k | 52.82 |
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| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.2 | $391k | NEW | 15k | 25.60 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $389k | 8.3k | 46.77 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $343k | +49% | 1.4k | 250.13 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $343k | +2% | 3.2k | 106.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.2 | $323k | -17% | 8.1k | 40.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $317k | 634.00 | 499.96 |
|
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.2 | $316k | +32% | 2.9k | 109.78 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $288k | -8% | 9.1k | 31.55 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.2 | $288k | +11% | 9.5k | 30.42 |
|
| Pfizer (PFE) | 0.2 | $271k | -40% | 9.7k | 27.98 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.2 | $265k | -12% | 7.1k | 37.05 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $260k | +23% | 1.1k | 229.56 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $258k | -29% | 3.3k | 77.27 |
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| Shopify Cl A (SHOP) | 0.1 | $244k | +6% | 3.7k | 66.05 |
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| Servicenow (NOW) | 0.1 | $242k | +3% | 307.00 | 786.67 |
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| Costco Wholesale Corporation (COST) | 0.1 | $241k | +2% | 283.00 | 851.29 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $241k | 1.9k | 127.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $240k | NEW | 627.00 | 383.19 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $238k | -14% | 3.4k | 70.24 |
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| Walt Disney Company (DIS) | 0.1 | $238k | 2.4k | 99.30 |
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| Qualcomm (QCOM) | 0.1 | $236k | NEW | 1.2k | 199.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $227k | +5% | 2.3k | 97.07 |
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| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.1 | $222k | -17% | 2.6k | 84.41 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $222k | -7% | 7.1k | 31.15 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $214k | +3% | 8.4k | 25.44 |
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| Doordash Cl A (DASH) | 0.1 | $213k | +2% | 2.0k | 108.78 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $208k | 18k | 11.53 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $204k | -2% | 5.2k | 39.34 |
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| Under Armour CL C (UA) | 0.0 | $77k | NEW | 12k | 6.53 |
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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 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