Financial Insights

Financial Insights as of Dec. 31, 2024

Portfolio Holdings for Financial Insights

Financial Insights holds 110 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
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.6 $25M 360k 68.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.3 $24M 885k 27.32
Microsoft Corporation (MSFT) 8.1 $21M 50k 421.50
Vanguard Index Fds Growth Etf (VUG) 6.5 $17M 41k 410.44
Apple (AAPL) 6.1 $16M 63k 250.42
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 4.8 $13M 302k 41.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $9.9M 19k 511.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $8.3M 18k 453.28
Tcw Etf Trust Transfrm 500 Etf (VOTE) 3.1 $7.9M 116k 68.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.1 $7.9M 176k 44.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.7 $6.9M 199k 34.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $5.8M 152k 38.37
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.9M 20k 240.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $4.8M 99k 47.82
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $4.5M 23k 195.83
Select Sector Spdr Tr Technology (XLK) 1.5 $3.9M 17k 232.52
Ishares Tr National Mun Etf (MUB) 1.4 $3.6M 34k 106.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $3.4M 101k 34.13
Vanguard Index Fds Large Cap Etf (VV) 1.3 $3.4M 13k 269.70
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.2M 12k 264.13
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $3.2M 63k 50.97
Amazon (AMZN) 1.1 $2.8M 13k 219.39
Ishares Tr Msci Kld400 Soc (DSI) 1.0 $2.6M 24k 110.25
Amplify Etf Tr Amplify Etho Cli (ETHO) 1.0 $2.6M 44k 59.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.5M 8.6k 289.81
NVIDIA Corporation (NVDA) 0.9 $2.3M 17k 134.29
Ishares Tr Core Div Grwth (DGRO) 0.8 $2.2M 36k 61.34
Costco Wholesale Corporation (COST) 0.8 $2.1M 2.3k 916.27
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $1.8M 44k 40.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.8M 14k 127.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $1.5M 8.3k 178.08
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.4M 46k 31.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.4M 24k 57.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.3M 3.3k 401.58
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.2M 7.5k 165.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 28k 44.04
Starbucks Corporation (SBUX) 0.4 $1.1M 12k 91.25
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $1.1M 17k 65.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $941k 5.1k 185.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $926k 1.7k 538.81
Select Sector Spdr Tr Indl (XLI) 0.3 $899k 6.8k 131.76
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.3 $898k 27k 32.99
Vanguard World Health Car Etf (VHT) 0.3 $847k 3.3k 253.69
Visa Com Cl A (V) 0.3 $792k 2.5k 316.04
Sound Finl Ban (SFBC) 0.3 $784k 15k 52.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $755k 11k 71.91
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $748k 15k 51.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $706k 5.1k 137.58
Vanguard World Inf Tech Etf (VGT) 0.3 $697k 1.1k 621.80
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $685k 16k 43.24
Tesla Motors (TSLA) 0.3 $653k 1.6k 403.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $653k 11k 62.31
Broadcom (AVGO) 0.2 $645k 2.8k 231.84
JPMorgan Chase & Co. (JPM) 0.2 $624k 2.6k 239.71
Exxon Mobil Corporation (XOM) 0.2 $619k 5.8k 107.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $582k 4.6k 126.76
Netflix (NFLX) 0.2 $581k 652.00 891.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $580k 3.1k 189.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $565k 7.4k 76.14
Pimco Equity Ser Rafi Esg Us (RAFE) 0.2 $534k 15k 36.35
McDonald's Corporation (MCD) 0.2 $530k 1.8k 289.92
Johnson & Johnson (JNJ) 0.2 $525k 3.6k 144.62
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $523k 11k 48.31
Wal-Mart Stores (WMT) 0.2 $519k 5.7k 90.35
Wells Fargo & Company (WFC) 0.2 $516k 7.4k 70.24
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $504k 17k 30.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $478k 1.7k 280.10
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $458k 11k 41.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $450k 5.1k 87.90
Procter & Gamble Company (PG) 0.2 $391k 2.3k 167.68
Meta Platforms Cl A (META) 0.2 $391k 668.00 585.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $388k 3.8k 101.53
Applied Materials (AMAT) 0.1 $385k 2.4k 162.63
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $382k 6.1k 62.51
Trane Technologies SHS (TT) 0.1 $363k 983.00 369.35
Sba Communications Corp Cl A (SBAC) 0.1 $357k 1.8k 203.80
salesforce (CRM) 0.1 $335k 1.0k 334.33
Home Depot (HD) 0.1 $331k 852.00 388.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $327k 4.3k 75.61
Raymond James Financial (RJF) 0.1 $320k 2.1k 155.33
Ssga Active Tr Spdr Nuveen Mun (MBNE) 0.1 $317k 11k 29.40
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $300k 14k 21.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $292k 3.3k 89.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $289k 4.5k 63.75
Ishares Tr Core High Dv Etf (HDV) 0.1 $284k 2.5k 112.26
Chevron Corporation (CVX) 0.1 $282k 2.0k 144.84
Ishares Tr Egsadvncdmsci Em (EMXF) 0.1 $275k 7.4k 37.27
Alphabet Cap Stk Cl C (GOOG) 0.1 $275k 1.4k 190.41
Abbvie (ABBV) 0.1 $266k 1.5k 177.66
Coca-Cola Company (KO) 0.1 $263k 4.2k 62.25
Cisco Systems (CSCO) 0.1 $259k 4.4k 59.21
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $258k 3.8k 67.88
Motorola Solutions Com New (MSI) 0.1 $258k 557.00 462.23
Eaton Corp SHS (ETN) 0.1 $255k 767.00 331.87
Chipotle Mexican Grill (CMG) 0.1 $254k 4.2k 60.30
Monster Beverage Corp (MNST) 0.1 $252k 4.8k 52.56
Vanguard Index Fds Value Etf (VTV) 0.1 $235k 1.4k 169.30
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $224k 4.8k 46.44
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $224k 1.8k 121.59
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $220k 1.9k 115.22
Boeing Company (BA) 0.1 $214k 1.2k 177.06
Fiserv (FI) 0.1 $211k 1.0k 205.42
Advanced Micro Devices (AMD) 0.1 $206k 1.7k 120.79
Lowe's Companies (LOW) 0.1 $206k 833.00 246.80
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $203k 3.7k 54.69
International Business Machines (IBM) 0.1 $201k 914.00 219.83
Iqvia Holdings (IQV) 0.1 $200k 1.0k 196.51
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $164k 14k 11.53
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $146k 10k 14.55
Meta Financial (CASH) 0.0 $0 0 0.00