New Insight Wealth Advisors

New Insight Wealth Advisors as of March 31, 2025

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 94 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.8 $28M 50k 561.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.6 $17M 600k 27.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.6 $15M 320k 45.65
Vanguard Index Fds Mid Cap Etf (VO) 5.5 $12M 47k 258.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.3 $12M 67k 173.23
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.0 $11M 113k 96.51
Vanguard World Inf Tech Etf (VGT) 3.7 $8.2M 15k 542.37
Ishares Tr Global Tech Etf (IXN) 3.0 $6.7M 89k 75.74
Amazon (AMZN) 2.7 $6.0M 32k 190.26
Tesla Motors (TSLA) 2.7 $5.9M 23k 259.16
Simon Property (SPG) 2.5 $5.6M 34k 166.08
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $4.8M 25k 193.99
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.2 $4.7M 57k 82.94
Global E Online SHS (GLBE) 1.9 $4.3M 120k 35.65
Apple (AAPL) 1.8 $4.0M 18k 222.12
Microsoft Corporation (MSFT) 1.8 $4.0M 11k 375.41
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 1.7 $3.7M 156k 23.72
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.7 $3.7M 170k 21.47
Pfizer (PFE) 1.6 $3.4M 136k 25.34
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.2M 21k 154.64
Meta Platforms Cl A (META) 1.4 $3.0M 5.2k 576.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.8M 33k 82.73
Wp Carey (WPC) 1.1 $2.5M 40k 63.11
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $2.1M 23k 91.53
NVIDIA Corporation (NVDA) 0.9 $2.0M 19k 108.38
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $2.0M 15k 132.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.0M 16k 128.96
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $1.8M 28k 62.75
Axcelis Technologies Com New (ACLS) 0.7 $1.6M 32k 49.67
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $1.5M 23k 65.76
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $1.5M 7.0k 211.46
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.7 $1.5M 30k 48.54
Broadcom (AVGO) 0.7 $1.4M 8.6k 167.43
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.3M 14k 93.66
Goldman Sachs (GS) 0.6 $1.3M 2.4k 546.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $1.3M 7.8k 166.00
Ross Stores (ROST) 0.6 $1.3M 9.8k 127.79
Matthews Asia Fds Asia Innov Activ (MINV) 0.6 $1.2M 44k 27.98
Rivian Automotive Com Cl A (RIVN) 0.5 $1.1M 88k 12.45
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $1.1M 46k 23.42
salesforce (CRM) 0.5 $1.0M 3.7k 268.33
Abbvie (ABBV) 0.4 $868k 4.1k 209.52
Ishares Tr Us Consm Staples (IYK) 0.3 $759k 11k 71.57
JPMorgan Chase & Co. (JPM) 0.3 $684k 2.8k 245.28
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.3 $682k 38k 17.88
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.3 $673k 60k 11.24
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $664k 7.3k 91.19
Visa Com Cl A (V) 0.3 $659k 1.9k 350.46
Pinterest Cl A (PINS) 0.3 $657k 21k 31.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $638k 11k 58.35
Uber Technologies (UBER) 0.3 $631k 8.7k 72.86
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $629k 13k 49.52
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $558k 14k 40.70
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $552k 7.0k 78.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $544k 22k 25.04
Alphabet Cap Stk Cl C (GOOG) 0.2 $525k 3.4k 156.23
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $523k 18k 29.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $523k 1.9k 274.84
Realty Income (O) 0.2 $521k 9.0k 58.01
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.2 $502k 20k 25.55
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $502k 16k 31.96
Vanguard Index Fds Small Cp Etf (VB) 0.2 $473k 2.1k 221.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $466k 5.3k 88.00
Columbia Etf Tr I Multi Sec Muni (MUST) 0.2 $444k 22k 20.14
Ishares Tr Morningstar Grwt (ILCG) 0.2 $444k 5.5k 80.99
Ishares Tr Intl Eqty Factor (INTF) 0.2 $434k 14k 30.84
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $411k 7.6k 54.18
Shopify Cl A (SHOP) 0.2 $397k 4.2k 95.48
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $395k 10k 38.34
Cisco Systems (CSCO) 0.2 $385k 6.2k 61.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $385k 748.00 514.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $359k 4.9k 73.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $336k 1.3k 251.77
Servicenow (NOW) 0.1 $325k 408.00 796.14
Costco Wholesale Corporation (COST) 0.1 $319k 338.00 944.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $317k 4.0k 78.94
Eli Lilly & Co. (LLY) 0.1 $315k 381.00 825.91
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $303k 2.8k 107.88
Doordash Cl A (DASH) 0.1 $298k 1.6k 182.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $294k 1.2k 244.64
Moderna (MRNA) 0.1 $284k 10k 28.35
Qualcomm (QCOM) 0.1 $277k 1.8k 153.61
Palantir Technologies Cl A (PLTR) 0.1 $271k 3.2k 84.40
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $269k 11k 25.22
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $266k 2.7k 98.92
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $253k 2.4k 104.57
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $252k 3.4k 74.19
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.1 $247k 6.5k 38.23
Applovin Corp Com Cl A (APP) 0.1 $231k 873.00 264.97
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $228k 7.4k 30.73
Crowdstrike Hldgs Cl A (CRWD) 0.1 $213k 605.00 352.58
Vanguard Index Fds Growth Etf (VUG) 0.1 $213k 573.00 370.82
Ishares Tr National Mun Etf (MUB) 0.1 $204k 1.9k 105.44
Under Armour CL C (UA) 0.0 $62k 10k 5.95