New Insight Wealth Advisors Purchases in Q4 2024

New Insight Wealth Advisors

  • $200 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.1K
+ 54.04%
$174.22 - $187.62 $3.32M - $3.58M
54.4K $9.53B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
57.8K
+ 30.38%
$44.87 - $46.86 $2.59M - $2.71M
248K $11.1B
Virtus ETF Tr Ii
66.6K
New
N/A
66.6K $1.62B
XSMO
Invesco S&P Smallcap Momentum

ETFs
14.4K
+ 334.94%
$65.08 - $73.72 $938K - $1.06M
18.7K $1.24B
VGT
Vanguard Information Technolog

ETFs
652
+ 5.26%
$571.78 - $647.97 $373K - $422K
13.1K $8.12B
IXN
Ishares Global Information Tec

ETFs
6.93K
+ 9.64%
$80.67 - $87.84 $559K - $608K
78.8K $6.67B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.81K
+ 129.89%
$98.47 - $109.35 $769K - $854K
13.8K $1.36B
GOOGL
Alphabet Inc.

Communication Services
384
+ 2.22%
$161.86 - $196.66 $62.2K - $75.5K
17.7K $3.35B
ILCG
Ishares Morningstar Growth ETF
5.09K
New
N/A
5.09K $456M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.26K
+ 92.24%
$44.2 - $49.46 $321K - $359K
15.1K $692M
VIG
Vanguard Dividend Appreciation

ETFs
1.83K
+ 8.48%
N/A
23.5K $4.6B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
28.1K
+ 155.73%
$11.12 - $11.98 $313K - $337K
46.2K $521M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.49K
+ 103.57%
$33.7 - $37.69 $252K - $282K
14.7K $506M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.49K
New
$71.75 - $75.11 $250K - $262K
3.49K $251M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.85K
+ 124.72%
$41.74 - $46.2 $244K - $270K
10.5K $441M
META
Meta Platforms, Inc.

Communication Services
305
+ 7.27%
$554.08 - $632.68 $169K - $193K
4.5K $2.63B
PLTR
Palantir Technologies Inc.

Technology
2.94K
New
$36.46 - $82.38 $107K - $242K
2.94K $223M
CSCO
Cisco Systems, Inc.

Technology
3.19K
+ 82.31%
$52.45 - $60.02 $167K - $192K
7.07K $419M
MUB
Ishares National Muni Bond ETF

ETFs
1.99K
New
$105.78 - $108.7 $210K - $216K
1.99K $212M
CRWD
Crowd Strike Holdings, Inc.

Technology
617
New
$275.15 - $388.2 $170K - $240K
617 $211M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.82K
+ 10.08%
$81.68 - $82.93 $230K - $234K
30.8K $2.52B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.59K
+ 43.81%
$50.53 - $55.55 $181K - $199K
11.8K $601M
VO
Vanguard Mid Cap ETF

ETFs
493
+ 1.24%
$261.5 - $284.63 $129K - $140K
40.2K $10.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.72K
+ 13.41%
$66.77 - $71.52 $115K - $123K
14.5K $1B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.46K
+ 11.91%
$23.29 - $23.93 $104K - $107K
42K $985M
GOOG
Alphabet Inc.

Communication Services
76
+ 2.77%
$163.08 - $198.16 $12.4K - $15.1K
2.82K $537M
MSFT
Microsoft Corp

Technology
314
+ 4.15%
$406.35 - $454.46 $128K - $143K
7.88K $3.32B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
3.79K
+ 31.13%
$28.33 - $31.77 $107K - $120K
15.9K $452M
FCAL
First Tr Iii Calif Mun High In

ETFs
1.73K
+ 6.81%
$49.2 - $50.51 $85K - $87.2K
27.1K $1.34B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
447
+ 3.09%
$126.68 - $134.74 $56.6K - $60.2K
14.9K $1.9B
VOT
Vanguard Mid Cap Growth Index

ETFs
87
+ 7.04%
$241.48 - $274.89 $21K - $23.9K
1.32K $335M
IYK
Ishares U.S. Consumer Staples

ETFs
1.11K
+ 14.32%
$65.32 - $70.92 $72.4K - $78.6K
8.84K $580M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 297.01%
$25.93 - $105.3 $405K - $1.64M
20.9K $582M
VB
Vanguard Small Cap ETF

ETFs
118
+ 10.87%
$233.76 - $261.58 $27.6K - $30.9K
1.2K $289M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
375
+ 11.56%
$77.86 - $79.27 $29.2K - $29.7K
3.62K $282M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
350
+ 14.98%
$96.64 - $101.23 $33.8K - $35.4K
2.69K $260M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.17%
$264.18 - $304.19 $793 - $913
1.8K $503M
FDEM
Fidelity Emerging Markets Mult
1.49K
+ 10.09%
N/A
16.2K $409M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
666
+ 6.9%
$25.3 - $26.31 $16.8K - $17.5K
10.3K $264M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
54
+ 0.45%
$61.68 - $67.87 $3.33K - $3.66K
12K $746M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
110
+ 6.59%
$131.66 - $144.0 $14.5K - $15.8K
1.78K $235M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
250
+ 1.75%
$88.59 - $94.57 $22.1K - $23.6K
14.5K $1.29B
MRNA
Moderna, Inc.

Healthcare
358
+ 4.37%
$36.85 - $63.93 $13.2K - $22.9K
8.55K $355M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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