New Insight Wealth Advisors

New Insight Wealth Advisors as of June 30, 2025

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 106 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.5 $30M 49k 620.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $16M 340k 45.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $15M 581k 26.50
Vanguard Index Fds Mid Cap Etf (VO) 5.6 $14M 48k 279.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.8 $12M 64k 181.74
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 4.4 $11M 106k 101.23
Vanguard World Inf Tech Etf (VGT) 4.0 $9.8M 15k 663.28
Ishares Tr Global Tech Etf (IXN) 3.3 $8.0M 87k 92.34
Amazon (AMZN) 2.9 $7.1M 32k 219.39
Tesla Motors (TSLA) 2.7 $6.7M 21k 317.66
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 2.3 $5.7M 227k 25.07
Microsoft Corporation (MSFT) 2.2 $5.3M 11k 497.41
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $5.2M 25k 204.67
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $5.0M 56k 90.12
Simon Property (SPG) 2.0 $4.8M 30k 160.76
Meta Platforms Cl A (META) 1.7 $4.2M 5.7k 738.06
Pfizer (PFE) 1.7 $4.1M 168k 24.24
Global E Online SHS (GLBE) 1.7 $4.0M 120k 33.54
Apple (AAPL) 1.5 $3.6M 18k 205.17
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.4M 19k 176.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $3.0M 36k 82.86
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.2 $2.9M 141k 20.41
NVIDIA Corporation (NVDA) 1.1 $2.7M 17k 157.99
Wp Carey (WPC) 1.0 $2.4M 38k 62.38
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $2.3M 23k 98.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $2.2M 9.9k 226.49
Axcelis Technologies Com New (ACLS) 0.9 $2.2M 32k 69.69
Goldman Sachs (GS) 0.9 $2.1M 3.0k 707.76
Broadcom (AVGO) 0.8 $2.0M 7.4k 275.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.0M 15k 133.31
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $1.9M 28k 68.02
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $1.8M 16k 113.41
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $1.7M 24k 72.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.5M 5.4k 278.88
Matthews Asia Fds Asia Innov Activ (MINV) 0.6 $1.4M 44k 31.22
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 14k 93.87
Ross Stores (ROST) 0.5 $1.2M 9.8k 127.58
Rivian Automotive Com Cl A (RIVN) 0.5 $1.2M 85k 13.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.1M 14k 79.50
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $1.1M 21k 52.02
Spdr Series Trust Portfli High Yld (SPHY) 0.4 $994k 42k 23.80
salesforce (CRM) 0.4 $984k 3.6k 272.70
Marvell Technology (MRVL) 0.3 $833k 11k 77.40
Realty Income (O) 0.3 $829k 14k 57.61
JPMorgan Chase & Co. (JPM) 0.3 $809k 2.8k 289.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $788k 16k 49.51
Abbvie (ABBV) 0.3 $766k 4.1k 185.62
Pinterest Cl A (PINS) 0.3 $760k 21k 35.86
Ishares Tr Us Consm Staples (IYK) 0.3 $757k 11k 70.48
Uber Technologies (UBER) 0.3 $730k 7.8k 93.30
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.3 $727k 15k 47.97
Ishares Tr National Mun Etf (MUB) 0.3 $716k 6.9k 104.48
Ishares Tr Intl Eqty Factor (INTF) 0.3 $684k 20k 34.23
Visa Com Cl A (V) 0.3 $675k 1.9k 355.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $667k 11k 62.02
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $650k 13k 51.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $635k 22k 29.21
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $609k 12k 50.12
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.2 $602k 22k 27.99
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $598k 7.0k 85.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $598k 3.4k 177.40
Servicenow (NOW) 0.2 $581k 565.00 1028.08
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $579k 7.7k 75.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $579k 1.9k 303.93
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $573k 17k 32.98
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $527k 29k 18.21
Ishares Tr Morningstar Grwt (ILCG) 0.2 $517k 5.3k 96.90
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $506k 12k 43.29
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $469k 4.1k 115.35
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $460k 41k 11.17
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $414k 7.1k 58.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $400k 704.00 568.18
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $394k 9.7k 40.74
Ishares Tr U.s. Tech Etf (IYW) 0.2 $388k 2.2k 173.27
Doordash Cl A (DASH) 0.2 $385k 1.6k 246.51
Columbia Etf Tr I Multi Sec Muni (MUST) 0.2 $382k 19k 20.12
Palantir Technologies Cl A (PLTR) 0.2 $378k 2.8k 136.32
Roblox Corp Cl A (RBLX) 0.2 $375k 3.6k 105.20
Cisco Systems (CSCO) 0.2 $372k 5.4k 69.39
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $370k 12k 31.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $360k 4.9k 73.63
Applovin Corp Com Cl A (APP) 0.1 $345k 986.00 350.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $345k 3.7k 93.79
Vanguard Index Fds Small Cp Etf (VB) 0.1 $341k 1.4k 236.98
Costco Wholesale Corporation (COST) 0.1 $330k 334.00 988.65
Eli Lilly & Co. (LLY) 0.1 $307k 394.00 779.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $304k 1.1k 284.39
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $300k 3.5k 86.09
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $283k 2.4k 116.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $283k 5.8k 49.03
Moderna (MRNA) 0.1 $271k 9.8k 27.59
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $269k 8.8k 30.68
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $267k 2.7k 99.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $260k 4.6k 56.85
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $258k 3.4k 75.98
UnitedHealth (UNH) 0.1 $254k 814.00 311.97
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $250k 2.3k 109.29
Qualcomm (QCOM) 0.1 $227k 1.4k 159.26
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.1 $226k 5.8k 38.97
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $225k 9.1k 24.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $220k 399.00 551.64
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $210k 2.3k 90.98
Autodesk (ADSK) 0.1 $210k 679.00 309.57
Microstrategy Cl A New (MSTR) 0.1 $209k 518.00 404.23
Rambus (RMBS) 0.1 $207k 3.2k 64.02
Under Armour CL C (UA) 0.1 $155k 24k 6.49