New Insight Wealth Advisors

New Insight Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 91 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.6 $28M 48k 576.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.3 $14M 165k 84.53
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 6.5 $12M 114k 108.18
Vanguard Index Fds Mid Cap Etf (VO) 5.5 $11M 40k 263.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $8.9M 190k 46.74
Tesla Motors (TSLA) 4.4 $8.4M 32k 261.63
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.9 $7.4M 84k 88.28
Vanguard World Inf Tech Etf (VGT) 3.8 $7.3M 12k 586.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $6.3M 35k 179.16
Simon Property (SPG) 3.3 $6.2M 37k 169.02
Ishares Tr Global Tech Etf (IXN) 3.1 $5.9M 72k 82.53
Amazon (AMZN) 2.9 $5.4M 29k 186.33
Apple (AAPL) 2.3 $4.4M 19k 233.00
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.3M 22k 198.06
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 2.2 $4.2M 193k 21.93
Wp Carey (WPC) 1.8 $3.3M 54k 62.30
Microsoft Corporation (MSFT) 1.7 $3.3M 7.6k 430.32
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.9M 17k 165.85
Meta Platforms Cl A (META) 1.3 $2.4M 4.2k 572.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $2.3M 28k 83.15
NVIDIA Corporation (NVDA) 1.1 $2.0M 17k 121.44
salesforce (CRM) 1.0 $1.9M 6.9k 273.70
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.9M 14k 128.20
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $1.7M 6.8k 245.45
Broadcom (AVGO) 0.8 $1.5M 8.7k 172.49
Ross Stores (ROST) 0.8 $1.5M 9.8k 150.51
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.7 $1.3M 73k 18.48
Matthews Asia Fds Asia Innov Activ (MINV) 0.7 $1.3M 47k 28.49
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.3M 14k 91.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.3M 7.5k 173.67
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.7 $1.3M 25k 50.18
Ishares Tr Glob Hlthcre Etf (IXJ) 0.6 $1.1M 12k 98.16
Goldman Sachs (GS) 0.6 $1.1M 2.2k 495.11
Rivian Automotive Com Cl A (RIVN) 0.5 $950k 85k 11.22
Abbvie (ABBV) 0.5 $902k 4.6k 197.48
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $902k 38k 24.05
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $865k 13k 67.51
Pinterest Cl A (PINS) 0.4 $845k 26k 32.37
Uber Technologies (UBER) 0.4 $744k 9.9k 75.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $743k 12k 62.32
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $617k 6.0k 102.58
JPMorgan Chase & Co. (JPM) 0.3 $548k 2.6k 210.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $548k 5.3k 104.17
Moderna (MRNA) 0.3 $547k 8.2k 66.83
Ishares Tr Us Consm Staples (IYK) 0.3 $546k 7.7k 70.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $536k 1.9k 283.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $513k 5.3k 96.95
Columbia Etf Tr I Multi Sec Muni (MUST) 0.3 $494k 24k 20.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $479k 1.8k 267.37
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $470k 8.0k 58.69
Alphabet Cap Stk Cl C (GOOG) 0.2 $459k 2.7k 167.22
Visa Com Cl A (V) 0.2 $452k 1.6k 274.95
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $449k 6.3k 71.02
Realty Income (O) 0.2 $446k 7.0k 63.42
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $419k 8.2k 51.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $411k 8.0k 51.04
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.2 $399k 15k 27.05
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $386k 12k 31.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $385k 730.00 527.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $366k 3.1k 116.96
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $360k 7.9k 45.71
Shopify Cl A (SHOP) 0.2 $336k 4.2k 80.14
Ishares Tr Intl Eqty Factor (INTF) 0.2 $334k 11k 31.43
Qualcomm (QCOM) 0.2 $332k 2.0k 170.05
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $329k 2.8k 116.32
First Tr Stoxx European Sele Common Shs (FDD) 0.2 $308k 25k 12.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $301k 1.2k 243.47
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $285k 4.3k 66.19
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $278k 8.4k 33.23
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $270k 4.6k 59.22
Servicenow (NOW) 0.1 $267k 298.00 894.39
Costco Wholesale Corporation (COST) 0.1 $264k 297.00 887.91
Doordash Cl A (DASH) 0.1 $262k 1.8k 142.73
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $260k 3.4k 76.64
Vanguard Index Fds Small Cp Etf (VB) 0.1 $258k 1.1k 237.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $258k 3.2k 79.42
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $254k 9.7k 26.27
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.1 $250k 6.4k 39.02
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $250k 7.2k 34.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $237k 1.7k 142.04
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $237k 2.3k 101.27
Walt Disney Company (DIS) 0.1 $226k 2.4k 96.20
Applovin Corp Com Cl A (APP) 0.1 $221k 1.7k 130.55
Vanguard Index Fds Growth Etf (VUG) 0.1 $220k 573.00 383.93
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $215k 18k 11.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $212k 2.3k 91.93
Pfizer (PFE) 0.1 $211k 7.3k 28.94
Cisco Systems (CSCO) 0.1 $206k 3.9k 53.22
Exponent (EXPO) 0.1 $206k 1.8k 115.28
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $201k 4.7k 42.84
Under Armour CL C (UA) 0.1 $98k 12k 8.36