New Insight Wealth Advisors

New Insight Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 90 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.8 $28M 47k 588.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $14M 522k 27.32
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.9 $12M 111k 106.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.6 $11M 248k 44.87
Vanguard Index Fds Mid Cap Etf (VO) 5.3 $11M 40k 264.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.8 $9.5M 54k 175.23
Tesla Motors (TSLA) 4.4 $8.8M 22k 403.84
Vanguard World Inf Tech Etf (VGT) 4.1 $8.1M 13k 621.80
Ishares Tr Global Tech Etf (IXN) 3.3 $6.7M 79k 84.75
Amazon (AMZN) 3.1 $6.3M 29k 219.39
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.1 $6.2M 77k 79.99
Simon Property (SPG) 2.9 $5.8M 34k 172.21
Apple (AAPL) 2.3 $4.6M 18k 250.42
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.6M 24k 195.83
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.9 $3.7M 176k 21.26
Alphabet Cap Stk Cl A (GOOGL) 1.7 $3.4M 18k 189.30
Microsoft Corporation (MSFT) 1.7 $3.3M 7.9k 421.52
Wp Carey (WPC) 1.4 $2.7M 50k 54.48
Meta Platforms Cl A (META) 1.3 $2.6M 4.5k 585.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.5M 31k 81.98
NVIDIA Corporation (NVDA) 1.1 $2.2M 17k 134.29
Broadcom (AVGO) 1.0 $2.0M 8.5k 231.83
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.9M 15k 127.59
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 0.8 $1.6M 67k 24.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.8 $1.6M 6.4k 242.17
Ross Stores (ROST) 0.7 $1.5M 9.8k 151.27
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.4M 7.2k 197.49
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $1.4M 14k 98.47
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.7 $1.3M 27k 49.37
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.3M 15k 88.79
Goldman Sachs (GS) 0.6 $1.2M 2.2k 572.62
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.6 $1.2M 19k 66.11
Matthews Asia Fds Asia Innov Activ (MINV) 0.6 $1.2M 44k 27.40
salesforce (CRM) 0.6 $1.2M 3.5k 334.35
Rivian Automotive Com Cl A (RIVN) 0.5 $1.0M 77k 13.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.0M 15k 68.94
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $985k 42k 23.47
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.5 $925k 53k 17.53
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $853k 9.9k 85.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $746k 12k 62.31
Abbvie (ABBV) 0.4 $722k 4.1k 177.70
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $693k 15k 45.76
Pinterest Cl A (PINS) 0.3 $684k 24k 29.00
JPMorgan Chase & Co. (JPM) 0.3 $617k 2.6k 239.73
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $601k 12k 50.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $582k 21k 27.87
Ishares Tr Us Consm Staples (IYK) 0.3 $580k 8.8k 65.59
Uber Technologies (UBER) 0.3 $577k 9.6k 60.32
Alphabet Cap Stk Cl C (GOOG) 0.3 $537k 2.8k 190.42
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.3 $521k 46k 11.29
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $506k 15k 34.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $503k 1.8k 280.06
Visa Com Cl A (V) 0.2 $496k 1.6k 316.04
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $491k 5.3k 92.72
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $459k 7.8k 58.66
Ishares Tr Morningstar Grwt (ILCG) 0.2 $456k 5.1k 89.60
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $455k 5.8k 77.81
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $452k 16k 28.32
Shopify Cl A (SHOP) 0.2 $446k 4.2k 106.33
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $441k 11k 41.88
Cisco Systems (CSCO) 0.2 $419k 7.1k 59.20
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.2 $409k 16k 25.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $385k 715.00 538.87
Realty Income (O) 0.2 $364k 6.8k 53.41
Moderna (MRNA) 0.2 $355k 8.5k 41.58
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $342k 3.0k 115.22
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $336k 1.3k 253.75
Servicenow (NOW) 0.2 $306k 289.00 1060.12
Vanguard Index Fds Small Cp Etf (VB) 0.1 $289k 1.2k 240.28
Qualcomm (QCOM) 0.1 $289k 1.9k 153.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $282k 3.6k 78.01
Doordash Cl A (DASH) 0.1 $273k 1.6k 167.75
Costco Wholesale Corporation (COST) 0.1 $272k 296.00 917.81
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $264k 10k 25.58
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $260k 2.7k 96.90
Applovin Corp Com Cl A (APP) 0.1 $255k 786.00 323.83
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $252k 3.4k 74.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $251k 3.5k 71.91
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $243k 2.1k 116.23
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.1 $241k 6.4k 37.98
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $238k 7.6k 31.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $235k 573.00 410.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $235k 1.8k 132.10
Palantir Technologies Cl A (PLTR) 0.1 $223k 2.9k 75.63
Columbia Etf Tr I Multi Sec Muni (MUST) 0.1 $215k 11k 20.31
Ishares Tr National Mun Etf (MUB) 0.1 $212k 2.0k 106.55
Crowdstrike Hldgs Cl A (CRWD) 0.1 $211k 617.00 342.16
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $210k 2.3k 90.93
Ishares Tr Intl Eqty Factor (INTF) 0.1 $207k 7.2k 28.72
Under Armour CL C (UA) 0.0 $78k 10k 7.46