Financial Insights

Financial Insights as of March 31, 2025

Portfolio Holdings for Financial Insights

Financial Insights holds 111 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.3 $26M 924k 27.96
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.3 $26M 393k 65.76
Microsoft Corporation (MSFT) 7.4 $19M 50k 375.39
Apple (AAPL) 5.8 $15M 65k 222.13
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 5.6 $14M 326k 43.30
Vanguard Index Fds Growth Etf (VUG) 5.4 $14M 36k 370.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $10M 22k 468.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $9.6M 18k 532.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $8.2M 202k 40.76
Tcw Etf Trust Transfrm 500 Etf (VOTE) 2.8 $6.9M 106k 65.39
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $6.0M 153k 39.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.1 $5.3M 161k 32.99
Vanguard Index Fds Small Cp Etf (VB) 1.8 $4.6M 21k 221.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $4.5M 89k 50.83
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $4.4M 23k 193.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $3.5M 97k 36.41
Select Sector Spdr Tr Technology (XLK) 1.4 $3.5M 17k 206.48
Ishares Tr National Mun Etf (MUB) 1.3 $3.3M 32k 105.44
Vanguard Index Fds Large Cap Etf (VV) 1.3 $3.2M 13k 257.03
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.1M 12k 258.62
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $2.9M 59k 49.52
Amazon (AMZN) 1.0 $2.4M 13k 190.26
Costco Wholesale Corporation (COST) 0.9 $2.4M 2.5k 945.78
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.9 $2.4M 43k 54.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.3M 8.5k 274.83
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $2.2M 55k 40.77
Ishares Tr Esg Msci Kld 400 (DSI) 0.9 $2.2M 21k 102.41
Ishares Tr Core Div Grwth (DGRO) 0.9 $2.1M 35k 61.78
NVIDIA Corporation (NVDA) 0.7 $1.8M 17k 108.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.7M 14k 128.96
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.5M 49k 30.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.5M 24k 60.66
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.3M 7.7k 170.89
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.3M 7.4k 174.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 27k 45.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $986k 17k 59.75
Starbucks Corporation (SBUX) 0.4 $965k 9.8k 98.09
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.4 $924k 29k 32.39
Select Sector Spdr Tr Indl (XLI) 0.4 $891k 6.8k 131.07
Visa Com Cl A (V) 0.4 $887k 2.5k 350.46
Vanguard World Health Car Etf (VHT) 0.4 $883k 3.3k 264.73
Broadcom (AVGO) 0.3 $850k 5.1k 167.43
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $778k 5.3k 146.00
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $774k 15k 51.07
Sound Finl Ban (SFBC) 0.3 $747k 15k 50.15
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $712k 16k 44.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $700k 12k 58.35
Exxon Mobil Corporation (XOM) 0.3 $694k 5.8k 118.92
McDonald's Corporation (MCD) 0.3 $671k 2.1k 312.30
Johnson & Johnson (JNJ) 0.2 $617k 3.7k 165.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $615k 3.3k 188.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $615k 1.7k 361.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $614k 1.2k 513.91
Vanguard World Inf Tech Etf (VGT) 0.2 $608k 1.1k 542.38
JPMorgan Chase & Co. (JPM) 0.2 $601k 2.5k 245.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $585k 8.0k 73.45
Wal-Mart Stores (WMT) 0.2 $570k 6.5k 87.79
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $543k 11k 50.23
Netflix (NFLX) 0.2 $543k 582.00 932.53
Wells Fargo & Company (WFC) 0.2 $528k 7.4k 71.79
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $525k 4.5k 117.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $513k 3.3k 154.64
Eli Lilly & Co. (LLY) 0.2 $498k 603.00 825.91
Tesla Motors (TSLA) 0.2 $432k 1.7k 259.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $429k 1.7k 251.72
Procter & Gamble Company (PG) 0.2 $427k 2.5k 170.44
Trane Technologies SHS (TT) 0.2 $413k 1.2k 336.92
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $401k 11k 38.34
Meta Platforms Cl A (META) 0.2 $397k 688.00 576.36
Ishares Tr Msci Eafe Etf (EFA) 0.2 $388k 4.7k 81.73
Sba Communications Corp Cl A (SBAC) 0.2 $385k 1.8k 220.01
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $372k 4.6k 81.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $346k 3.7k 92.83
Applied Materials (AMAT) 0.1 $343k 2.4k 145.12
Coca-Cola Company (KO) 0.1 $340k 4.7k 71.61
Home Depot (HD) 0.1 $323k 880.00 366.49
Abbvie (ABBV) 0.1 $316k 1.5k 209.53
UnitedHealth (UNH) 0.1 $309k 590.00 523.75
Ishares Tr Core High Dv Etf (HDV) 0.1 $306k 2.5k 121.12
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $303k 14k 21.47
Cisco Systems (CSCO) 0.1 $300k 4.9k 61.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $297k 3.3k 90.54
salesforce (CRM) 0.1 $295k 1.1k 268.36
Waste Management (WM) 0.1 $289k 1.3k 231.51
Raymond James Financial (RJF) 0.1 $286k 2.1k 138.91
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $282k 2.9k 98.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $276k 3.7k 73.69
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $274k 4.5k 60.48
Ssga Active Tr Spdr Nuveen Mun (MBNE) 0.1 $270k 9.3k 29.03
Chipotle Mexican Grill (CMG) 0.1 $268k 5.3k 50.21
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $268k 3.3k 80.37
Chubb (CB) 0.1 $253k 837.00 301.99
Vanguard Index Fds Value Etf (VTV) 0.1 $240k 1.4k 172.74
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $234k 7.8k 29.82
Ishares Tr Core S&p500 Etf (IVV) 0.1 $233k 415.00 561.90
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $233k 1.7k 135.68
Fiserv (FI) 0.1 $231k 1.0k 220.83
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $229k 4.8k 47.48
International Business Machines (IBM) 0.1 $227k 914.00 248.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $225k 1.4k 156.20
TJX Companies (TJX) 0.1 $224k 1.8k 121.80
Advanced Micro Devices (AMD) 0.1 $224k 2.2k 102.74
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $212k 3.6k 59.60
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $211k 1.8k 114.87
Nxp Semiconductors N V (NXPI) 0.1 $209k 1.1k 190.06
Steris Shs Usd (STE) 0.1 $206k 909.00 226.65
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $205k 6.4k 31.85
Monster Beverage Corp (MNST) 0.1 $205k 3.5k 58.52
Chevron Corporation (CVX) 0.1 $201k 1.2k 167.29
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $159k 14k 11.22
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $143k 10k 14.28