New Insight Wealth Advisors

New Insight Wealth Advisors as of March 31, 2024

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 84 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.3 $20M 37k 525.73
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 7.2 $12M 114k 101.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $11M 141k 80.63
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $8.2M 33k 249.86
Simon Property (SPG) 4.9 $7.9M 50k 156.49
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.1 $6.5M 80k 81.53
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $6.0M 131k 45.31
Tesla Motors (TSLA) 3.6 $5.8M 33k 175.79
Vanguard World Inf Tech Etf (VGT) 3.5 $5.6M 11k 524.36
Amazon (AMZN) 3.2 $5.1M 28k 180.38
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 2.7 $4.4M 212k 20.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.7 $4.3M 25k 169.37
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $4.0M 22k 182.61
Ishares Tr Global Tech Etf (IXN) 2.4 $3.9M 52k 74.81
Wp Carey (WPC) 2.1 $3.4M 61k 56.44
Apple (AAPL) 2.0 $3.2M 19k 171.48
Microsoft Corporation (MSFT) 1.9 $3.0M 7.2k 420.70
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.8 $2.8M 160k 17.78
salesforce (CRM) 1.6 $2.6M 8.6k 301.18
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.5M 17k 150.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $2.2M 19k 120.99
First Tr Stoxx European Sele Common Shs (FDD) 1.2 $1.9M 162k 11.83
Ishares Tr Glob Hlthcre Etf (IXJ) 1.2 $1.9M 21k 93.15
Meta Platforms Cl A (META) 1.2 $1.9M 3.9k 485.52
Ross Stores (ROST) 0.9 $1.4M 9.8k 146.76
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.3M 16k 83.58
Uber Technologies (UBER) 0.8 $1.3M 17k 76.99
Broadcom (AVGO) 0.8 $1.3M 943.00 1325.92
NVIDIA Corporation (NVDA) 0.7 $1.2M 1.3k 903.63
Matthews Asia Fds Asia Innov Activ (MINV) 0.7 $1.1M 45k 25.21
Abbvie (ABBV) 0.6 $1.0M 5.6k 182.10
Pinterest Cl A (PINS) 0.6 $978k 28k 34.67
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.6 $974k 20k 49.65
Goldman Sachs (GS) 0.6 $967k 2.3k 417.69
Moderna (MRNA) 0.6 $937k 8.8k 106.56
Rivian Automotive Com Cl A (RIVN) 0.6 $916k 84k 10.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $778k 5.7k 136.05
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $685k 13k 51.06
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $676k 12k 58.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $675k 11k 60.74
JPMorgan Chase & Co. (JPM) 0.4 $672k 3.4k 200.30
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $556k 8.4k 66.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $492k 1.9k 259.90
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $476k 5.3k 89.90
Visa Com Cl A (V) 0.3 $461k 1.7k 279.08
Pfizer (PFE) 0.3 $449k 16k 27.75
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $445k 7.9k 56.21
Ishares Tr Us Consm Staples (IYK) 0.3 $427k 6.3k 67.63
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $416k 9.7k 42.81
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $411k 8.4k 48.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $369k 4.8k 77.31
Realty Income (O) 0.2 $368k 6.8k 54.10
Columbia Etf Tr I Multi Sec Muni (MUST) 0.2 $361k 18k 20.66
Citigroup Com New (C) 0.2 $357k 5.6k 63.24
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $346k 3.1k 110.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $340k 3.7k 92.72
Alphabet Cap Stk Cl C (GOOG) 0.2 $335k 2.2k 152.26
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $321k 10k 32.23
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.2 $305k 8.2k 37.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $299k 623.00 480.53
CVS Caremark Corporation (CVS) 0.2 $291k 3.6k 79.76
Walt Disney Company (DIS) 0.2 $290k 2.4k 122.36
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $288k 4.0k 72.55
Spdr Ser Tr Hlth Cr Equip (XHE) 0.2 $281k 3.2k 87.94
Shopify Cl A (SHOP) 0.2 $267k 3.5k 77.17
Intel Corporation (INTC) 0.2 $263k 6.0k 44.17
Doordash Cl A (DASH) 0.2 $263k 1.9k 137.72
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $262k 4.3k 61.53
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $261k 8.5k 30.67
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $251k 7.7k 32.68
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $251k 2.2k 115.10
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $249k 1.9k 131.24
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $245k 8.7k 28.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $239k 915.00 260.72
Bank of America Corporation (BAC) 0.1 $232k 6.1k 37.92
Servicenow (NOW) 0.1 $226k 296.00 762.40
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $221k 5.3k 41.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $217k 920.00 235.79
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $216k 2.2k 97.94
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $209k 8.1k 25.69
Costco Wholesale Corporation (COST) 0.1 $203k 277.00 733.68
Cisco Systems (CSCO) 0.1 $202k 4.0k 49.91
Rambus (RMBS) 0.1 $200k 3.2k 61.81
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $199k 18k 11.02