New Insight Wealth Advisors

New Insight Wealth Advisors as of June 30, 2024

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 83 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.1 $24M 44k 547.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.0 $12M 153k 77.76
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 6.6 $11M 115k 98.21
Vanguard Index Fds Mid Cap Etf (VO) 5.3 $9.0M 37k 242.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.2 $7.1M 159k 44.93
Tesla Motors (TSLA) 4.1 $7.0M 36k 197.88
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.1 $6.9M 85k 81.28
Simon Property (SPG) 3.9 $6.7M 44k 151.80
Vanguard World Inf Tech Etf (VGT) 3.9 $6.6M 11k 576.61
Amazon (AMZN) 3.3 $5.6M 29k 193.25
Ishares Tr Global Tech Etf (IXN) 3.0 $5.1M 61k 82.82
Apple (AAPL) 2.5 $4.2M 20k 210.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $4.0M 25k 164.28
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $3.9M 21k 182.55
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 2.3 $3.8M 195k 19.64
Microsoft Corporation (MSFT) 1.9 $3.3M 7.4k 446.97
Wp Carey (WPC) 1.9 $3.2M 59k 55.05
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.1M 17k 182.15
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.5 $2.6M 146k 17.64
salesforce (CRM) 1.3 $2.2M 8.5k 257.09
Meta Platforms Cl A (META) 1.3 $2.2M 4.3k 504.22
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $1.9M 16k 118.60
NVIDIA Corporation (NVDA) 1.0 $1.7M 14k 123.54
Ishares Tr Glob Hlthcre Etf (IXJ) 1.0 $1.7M 19k 92.84
Broadcom (AVGO) 0.9 $1.5M 944.00 1604.88
Ross Stores (ROST) 0.8 $1.4M 9.8k 145.32
Matthews Asia Fds Asia Innov Activ (MINV) 0.7 $1.3M 46k 27.00
Pinterest Cl A (PINS) 0.7 $1.2M 28k 44.07
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.2M 14k 83.96
Rivian Automotive Com Cl A (RIVN) 0.7 $1.2M 87k 13.42
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.7 $1.2M 23k 49.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.1M 6.5k 173.81
Goldman Sachs (GS) 0.6 $1.0M 2.3k 452.32
First Tr Stoxx European Sele Common Shs (FDD) 0.6 $1.0M 88k 11.71
Moderna (MRNA) 0.6 $979k 8.2k 118.75
Abbvie (ABBV) 0.5 $846k 4.9k 171.52
Uber Technologies (UBER) 0.5 $808k 11k 72.68
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $749k 2.9k 260.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $692k 12k 58.52
JPMorgan Chase & Co. (JPM) 0.4 $618k 3.1k 202.26
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $569k 25k 23.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $507k 1.9k 267.51
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $500k 8.9k 56.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $496k 4.9k 100.84
Columbia Etf Tr I Multi Sec Muni (MUST) 0.3 $491k 24k 20.37
Ishares Tr Us Consm Staples (IYK) 0.3 $489k 7.4k 65.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $458k 5.3k 86.61
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $456k 7.0k 65.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $445k 8.7k 51.09
Alphabet Cap Stk Cl C (GOOG) 0.3 $444k 2.4k 183.44
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $433k 6.8k 64.00
Visa Com Cl A (V) 0.3 $431k 1.6k 262.47
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $429k 8.0k 53.87
Realty Income (O) 0.2 $404k 7.7k 52.82
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.2 $391k 15k 25.60
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $389k 8.3k 46.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $343k 1.4k 250.13
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $343k 3.2k 106.66
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $323k 8.1k 40.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $317k 634.00 499.96
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $316k 2.9k 109.78
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $288k 9.1k 31.55
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $288k 9.5k 30.42
Pfizer (PFE) 0.2 $271k 9.7k 27.98
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.2 $265k 7.1k 37.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $260k 1.1k 229.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $258k 3.3k 77.27
Shopify Cl A (SHOP) 0.1 $244k 3.7k 66.05
Servicenow (NOW) 0.1 $242k 307.00 786.67
Costco Wholesale Corporation (COST) 0.1 $241k 283.00 851.29
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $241k 1.9k 127.18
Crowdstrike Hldgs Cl A (CRWD) 0.1 $240k 627.00 383.19
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $238k 3.4k 70.24
Walt Disney Company (DIS) 0.1 $238k 2.4k 99.30
Qualcomm (QCOM) 0.1 $236k 1.2k 199.18
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $227k 2.3k 97.07
Spdr Ser Tr Hlth Cr Equip (XHE) 0.1 $222k 2.6k 84.41
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $222k 7.1k 31.15
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $214k 8.4k 25.44
Doordash Cl A (DASH) 0.1 $213k 2.0k 108.78
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $208k 18k 11.53
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $204k 5.2k 39.34
Under Armour CL C (UA) 0.0 $77k 12k 6.53