New Insight Wealth Advisors Purchases and Sells in Q3 2025

New Insight Wealth Advisors

$266 Billion
Q3 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDVV	82.3K + 399.38%	$52.42 - $55.71 $4.31M - $4.58M	103K $5.73B
IVV	1.83K + 3.73%	$620.67 - $670.08 $1.13M - $1.22M	50.7K $33.9B
VO	3.18K + 6.58%	$279.83 - $293.74 $890K - $934K	51.5K $15.1B
FBND	27.3K + 8.05%	$45.26 - $46.63 $1.24M - $1.27M	367K $17B
GOOGL	286 + 1.5%	$174.36 - $254.72 $49.9K - $72.8K	19.3K $4.7B
TSM	2.39K + 24.25%	$224.68 - $282.71 $537K - $675K	12.2K $3.42B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FRT	14.6K New	$90.61 - $102.67 $1.32M - $1.5M	14.6K $1.48B
JMUB	23.2K New	$49.09 - $50.58 $1.14M - $1.17M	23.2K $1.17B
JPST	11.5K New	$50.47 - $50.74 $579K - $583K	11.5K $582M
VUG	424 New	$433.97 - $484.08 $184K - $205K	424 $203M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-186K - 32.03%	$26.38 - $27.95 $4.91M - $5.2M	395K $10.8B
PEY	-88.9K - 63.24%	$20.38 - $21.7 $1.81M - $1.93M	51.7K $1.09B
RSP	-8.47K - 13.29%	$181.56 - $190.33 $1.54M - $1.61M	55.3K $10.5B
VIGI	-7.52K - 13.42%	$86.07 - $90.74 $647K - $682K	48.5K $4.35B
SPG	-6.3K - 21.32%	$159.93 - $187.67 $1.01M - $1.18M	23.3K $4.36B
WPC	-8.53K - 22.28%	$61.29 - $68.7 $523K - $586K	29.8K $2.01B

Activity Summary All Purchases 36 New Holdings 4 Increased Positions 32 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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