New Insight Wealth Advisors

New Insight Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 78 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $16M 34k 477.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.2 $11M 140k 76.13
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 6.8 $10M 102k 99.19
Tesla Motors (TSLA) 5.5 $8.2M 33k 248.48
Simon Property (SPG) 5.1 $7.6M 53k 142.64
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $6.2M 27k 232.64
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.8 $5.7M 72k 79.34
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $5.5M 120k 46.04
Vanguard World Fds Inf Tech Etf (VGT) 3.3 $4.9M 10k 483.98
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 3.2 $4.8M 227k 21.14
Amazon (AMZN) 2.9 $4.3M 28k 151.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $4.1M 26k 157.80
Wp Carey (WPC) 2.6 $3.9M 61k 64.81
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $3.8M 22k 170.40
Apple (AAPL) 2.5 $3.7M 19k 192.53
Ishares Tr Global Tech Etf (IXN) 1.9 $2.8M 41k 68.18
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.9 $2.8M 154k 18.05
Microsoft Corporation (MSFT) 1.8 $2.7M 7.1k 376.04
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $2.5M 23k 111.63
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.3M 17k 139.69
salesforce (CRM) 1.5 $2.3M 8.7k 263.14
First Tr Stoxx European Sele Common Shs (FDD) 1.5 $2.2M 182k 12.07
Ishares Tr Glob Hlthcre Etf (IXJ) 1.2 $1.7M 20k 86.72
Meta Platforms Cl A (META) 0.9 $1.4M 3.9k 353.96
Ross Stores (ROST) 0.9 $1.4M 9.8k 138.39
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.2M 16k 78.03
Pinterest Cl A (PINS) 0.8 $1.2M 32k 37.04
Uber Technologies (UBER) 0.7 $1.1M 17k 61.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.0M 21k 50.62
Rivian Automotive Com Cl A (RIVN) 0.7 $1.0M 44k 23.46
Matthews Asia Fds Asia Innov Activ (MINV) 0.7 $1.0M 44k 23.41
Broadcom (AVGO) 0.7 $1.0M 920.00 1116.48
Goldman Sachs (GS) 0.6 $909k 2.4k 385.77
Moderna (MRNA) 0.6 $879k 8.8k 99.45
Abbvie (ABBV) 0.6 $875k 5.6k 154.97
Pfizer (PFE) 0.6 $849k 30k 28.79
NVIDIA Corporation (NVDA) 0.4 $638k 1.3k 495.26
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $629k 12k 53.97
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.4 $604k 12k 49.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $579k 2.1k 277.15
JPMorgan Chase & Co. (JPM) 0.4 $571k 3.4k 170.10
Citigroup Com New (C) 0.4 $536k 10k 51.44
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $512k 2.9k 179.21
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $465k 17k 27.99
Realty Income (O) 0.3 $453k 7.9k 57.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $449k 1.9k 237.22
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $449k 5.3k 84.87
CVS Caremark Corporation (CVS) 0.3 $447k 5.7k 78.96
Visa Com Cl A (V) 0.3 $446k 1.7k 260.35
Ishares Tr Us Consm Staples (IYK) 0.3 $428k 2.2k 191.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $424k 4.1k 104.00
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $412k 7.7k 53.61
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $410k 9.9k 41.43
Intel Corporation (INTC) 0.3 $406k 8.1k 50.25
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.2 $371k 10k 36.35
Paypal Holdings (PYPL) 0.2 $366k 6.0k 61.41
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $355k 7.8k 45.69
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $334k 3.1k 108.25
Columbia Etf Tr I Multi Sec Muni (MUST) 0.2 $333k 16k 20.87
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $328k 11k 31.19
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $307k 4.5k 67.72
Alphabet Cap Stk Cl C (GOOG) 0.2 $304k 2.2k 140.93
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $302k 3.0k 99.25
Bank of America Corporation (BAC) 0.2 $294k 8.7k 33.67
Spdr Ser Tr Hlth Cr Equip (XHE) 0.2 $279k 3.3k 84.26
Shopify Cl A (SHOP) 0.2 $270k 3.5k 77.90
Cisco Systems (CSCO) 0.2 $254k 5.0k 50.52
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $244k 2.3k 105.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $244k 3.1k 77.37
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $237k 1.9k 124.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $221k 2.7k 82.96
Rambus (RMBS) 0.1 $221k 3.2k 68.25
Doordash Cl A (DASH) 0.1 $215k 2.2k 98.89
Walt Disney Company (DIS) 0.1 $215k 2.4k 90.29
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $212k 8.4k 25.30
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $209k 5.3k 39.10
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $206k 19k 11.09
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $204k 6.3k 32.17