New Insight Wealth Advisors Purchases and Sells in Q1 2025

New Insight Wealth Advisors

$220 Billion
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	71.6K + 28.86%	$44.41 - $45.98 $3.18M - $3.29M	320K $14.6B
SCHD	77.1K + 14.76%	$27.01 - $28.54 $2.08M - $2.2M	599K $16.8B
VIRTUS ETF TR II	89.7K + 134.77%	N/A	156K $3.71B
RSP	12.6K + 23.19%	$169.43 - $182.84 $2.14M - $2.31M	67K $11.6B
VO	6.39K + 15.86%	$251.87 - $277.95 $1.61M - $1.77M	46.6K $12.1B
XMHQ	9.02K + 65.24%	$89.18 - $104.04 $805K - $939K	22.9K $2.09B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLBE	120K New	$35.65 - $62.84 $4.28M - $7.54M	120K $4.28B
PFE	136K New	$25.01 - $27.13 $3.4M - $3.69M	136K $3.45B
BABA	15.3K New	$80.53 - $147.57 $1.23M - $2.25M	15.3K $2.02B
ACLS	31.8K New	$49.67 - $74.45 $1.58M - $2.37M	31.8K $1.58B
VTI	1.9K New	$271.18 - $303.12 $516K - $577K	1.9K $523M
LLY	381 New	$725.72 - $929.72 $276K - $354K	381 $315M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIGI	-19.8K - 25.74%	$78.97 - $85.82 $1.57M - $1.7M	57.2K $4.74B
AAPL	-148 - 0.81%	$209.68 - $247.1 $31K - $36.6K	18.2K $4.05B
DIAL	-14.6K - 27.69%	$17.36 - $17.95 $253K - $262K	38.1K $682M
WPC	-10.3K - 20.53%	$53.5 - $65.05 $549K - $668K	39.8K $2.51B
IXJ	-2.64K - 26.64%	$86.01 - $94.19 $227K - $249K	7.28K $664M
VBK	-460 - 25.61%	$247.97 - $296.33 $114K - $136K	1.34K $336M

Activity Summary All Purchases 65 New Holdings 6 Increased Positions 59 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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