Financial Insights

Financial Insights as of June 30, 2025

Portfolio Holdings for Financial Insights

Financial Insights holds 127 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 11.7 $32M 442k 72.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.8 $24M 909k 26.50
Microsoft Corporation (MSFT) 8.8 $24M 48k 497.41
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 5.5 $15M 347k 43.75
Vanguard Index Fds Growth Etf (VUG) 5.3 $15M 33k 438.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $13M 24k 551.64
Apple (AAPL) 3.7 $10M 49k 205.17
Spdr Series Trust Portfolio S&p600 (SPSM) 3.3 $9.0M 212k 42.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $8.7M 18k 485.77
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $6.6M 155k 42.74
Vanguard Index Fds Small Cp Etf (VB) 1.9 $5.3M 22k 236.98
Tcw Etf Trust Transfrm 500 Etf (VOTE) 1.9 $5.2M 72k 72.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $4.9M 85k 57.01
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $4.6M 22k 204.67
Select Sector Spdr Tr Technology (XLK) 1.5 $4.2M 17k 253.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $3.9M 108k 35.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $3.8M 95k 40.49
Vanguard Index Fds Large Cap Etf (VV) 1.3 $3.6M 13k 285.30
Ishares Tr National Mun Etf (MUB) 1.2 $3.3M 32k 104.48
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $3.0M 11k 279.83
Wisdomtree Tr Us Midcap Divid (DON) 1.0 $2.8M 55k 50.12
Amazon (AMZN) 1.0 $2.7M 12k 219.39
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $2.6M 61k 42.55
Parnassus Income Fds Core Select Etf (PRCS) 0.9 $2.5M 96k 25.46
Costco Wholesale Corporation (COST) 0.9 $2.4M 2.4k 989.94
NVIDIA Corporation (NVDA) 0.9 $2.4M 15k 157.99
Ishares Tr Core Div Grwth (DGRO) 0.8 $2.2M 34k 63.94
Ishares Tr Esg Msci Kld 400 (DSI) 0.7 $2.0M 17k 116.16
Pimco Equity Ser Rafi Esg Us (RAFE) 0.7 $1.9M 49k 38.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.8M 13k 133.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.7M 5.6k 303.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.6M 24k 67.22
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.6M 51k 30.68
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.6 $1.5M 16k 93.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.4M 7.6k 182.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.3M 27k 49.46
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.5 $1.3M 7.2k 174.61
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.4 $1.2M 19k 65.10
J P Morgan Exchange Traded F Climate Change S 0.4 $1.1M 22k 48.84
Broadcom (AVGO) 0.4 $1.1M 3.9k 275.65
Select Sector Spdr Tr Indl (XLI) 0.4 $1.0M 6.9k 147.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $1.0M 16k 63.71
Starbucks Corporation (SBUX) 0.3 $951k 10k 91.63
Visa Com Cl A (V) 0.3 $925k 2.6k 355.05
Vanguard World Health Car Etf (VHT) 0.3 $847k 3.4k 248.34
Vanguard World Inf Tech Etf (VGT) 0.3 $836k 1.3k 663.28
JPMorgan Chase & Co. (JPM) 0.3 $803k 2.8k 289.91
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $792k 15k 52.34
Netflix (NFLX) 0.3 $779k 582.00 1339.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $754k 1.3k 568.03
Tcw Etf Trust Transform System (PWRD) 0.3 $729k 8.1k 90.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $712k 5.3k 134.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $690k 1.6k 424.58
Sound Finl Ban (SFBC) 0.3 $685k 15k 46.00
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $662k 16k 42.44
Wal-Mart Stores (WMT) 0.2 $650k 6.7k 97.78
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.2 $646k 11k 58.13
Exxon Mobil Corporation (XOM) 0.2 $631k 5.9k 107.80
McDonald's Corporation (MCD) 0.2 $630k 2.2k 292.15
Johnson & Johnson (JNJ) 0.2 $621k 4.1k 152.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $619k 10k 62.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $613k 3.2k 194.23
Wells Fargo & Company (WFC) 0.2 $589k 7.4k 80.12
Alphabet Cap Stk Cl A (GOOGL) 0.2 $584k 3.3k 176.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $577k 4.2k 138.68
Cohen & Steers Etf Trust Preferred And In (CSPF) 0.2 $538k 21k 25.47
Trane Technologies SHS (TT) 0.2 $536k 1.2k 437.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $520k 7.1k 73.63
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $519k 11k 47.56
Meta Platforms Cl A (META) 0.2 $500k 677.00 738.09
Vanguard Index Fds Value Etf (VTV) 0.2 $463k 2.6k 176.74
Ge Vernova (GEV) 0.2 $451k 853.00 529.15
Eli Lilly & Co. (LLY) 0.2 $451k 578.00 779.53
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $429k 16k 26.54
Pgim Etf Tr Jennison Int Opp (PJIO) 0.2 $419k 6.7k 62.33
Sba Communications Corp Cl A (SBAC) 0.2 $411k 1.8k 234.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $411k 3.7k 110.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $405k 1.5k 276.99
Procter & Gamble Company (PG) 0.1 $401k 2.5k 159.35
Abbvie (ABBV) 0.1 $395k 2.1k 185.65
Ishares Tr Msci Eafe Etf (EFA) 0.1 $370k 4.1k 89.39
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.1 $370k 7.3k 50.93
Applied Materials (AMAT) 0.1 $352k 1.9k 183.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $350k 3.9k 89.22
Cisco Systems (CSCO) 0.1 $339k 4.9k 69.38
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.1 $338k 11k 31.76
Coca-Cola Company (KO) 0.1 $338k 4.8k 70.74
Advanced Micro Devices (AMD) 0.1 $322k 2.3k 141.90
Home Depot (HD) 0.1 $305k 832.00 366.64
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $304k 4.5k 67.02
salesforce (CRM) 0.1 $298k 1.1k 272.69
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $297k 3.7k 80.11
Ishares Tr Core High Dv Etf (HDV) 0.1 $296k 2.5k 117.17
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $288k 14k 20.41
Waste Management (WM) 0.1 $286k 1.3k 228.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $284k 3.2k 89.06
Tesla Motors (TSLA) 0.1 $282k 889.00 317.66
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $282k 2.9k 98.77
International Business Machines (IBM) 0.1 $269k 914.00 294.78
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $269k 6.6k 40.74
TJX Companies (TJX) 0.1 $267k 2.2k 123.49
Dex (DXCM) 0.1 $267k 3.1k 87.29
Chipotle Mexican Grill (CMG) 0.1 $266k 4.7k 56.15
Chubb (CB) 0.1 $261k 899.00 289.72
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 1.5k 177.35
Ishares Tr Core S&p500 Etf (IVV) 0.1 $256k 412.00 620.90
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $247k 7.8k 31.54
Ab Active Etfs Tax Aware Long M (TAFL) 0.1 $247k 10k 24.50
Johnson Ctls Intl SHS (JCI) 0.1 $236k 2.2k 105.60
Ishares Tr Esg Optimized (SUSA) 0.1 $233k 1.8k 126.75
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $233k 1.7k 135.73
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $229k 4.8k 47.54
S&p Global (SPGI) 0.1 $229k 434.00 527.29
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $229k 6.4k 35.49
Nxp Semiconductors N V (NXPI) 0.1 $228k 1.0k 218.49
Boeing Company (BA) 0.1 $228k 1.1k 209.61
Steris Shs Usd (STE) 0.1 $225k 937.00 240.22
Eaton Corp SHS (ETN) 0.1 $223k 624.00 356.99
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $222k 2.6k 84.83
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $220k 3.6k 61.77
Motorola Solutions Com New (MSI) 0.1 $220k 523.00 420.46
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $213k 2.6k 83.00
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $209k 1.9k 109.29
Deere & Company (DE) 0.1 $204k 401.00 508.91
Caterpillar (CAT) 0.1 $201k 516.00 388.48
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $163k 15k 11.13
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $141k 10k 14.11