New Insight Wealth Advisors Incresed Positions in Q3 2025

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
82.3K
+ 399.38%
$52.42 - $55.71 $4.31M - $4.58M
103K $5.73B
IVV
Ishares Core S&P 500 ETF

ETFs
1.83K
+ 3.73%
$620.67 - $670.08 $1.13M - $1.22M
50.7K $33.9B
VO
Vanguard Mid Cap ETF

ETFs
3.18K
+ 6.58%
$279.83 - $293.74 $890K - $934K
51.5K $15.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.3K
+ 8.05%
$45.26 - $46.63 $1.24M - $1.27M
367K $17B
GOOGL
Alphabet Inc.

Communication Services
286
+ 1.5%
$174.36 - $254.72 $49.9K - $72.8K
19.3K $4.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.39K
+ 24.25%
$224.68 - $282.71 $537K - $675K
12.2K $3.42B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.9K
+ 53.69%
$72.65 - $78.68 $935K - $1.01M
36.8K $2.89B
GLBE
Global E Online Ltd.

Consumer Cyclical
19.5K
+ 16.26%
$30.6 - $37.65 $597K - $735K
140K $4.99B
UNH
Unitedhealth Group Inc

Healthcare
2.53K
+ 310.2%
$237.77 - $353.61 $600K - $893K
3.34K $1.15B
BNDX
Vanguard Total International B

ETFs
16.7K
+ 105.07%
$49.0 - $49.51 $820K - $828K
32.7K $1.61B
MSFT
Microsoft Corp

Technology
570
+ 5.32%
$491.09 - $535.64 $280K - $305K
11.3K $5.85B
NOW
Service Now, Inc.

Technology
626
+ 110.8%
$850.86 - $1044.69 $533K - $654K
1.19K $1.1B
MRVL
Marvell Technology, Inc.

Technology
4.82K
+ 44.82%
$62.31 - $84.07 $301K - $405K
15.6K $1.31B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.45K
+ 10.48%
$98.53 - $107.1 $241K - $262K
25.8K $2.71B
MUB
Ishares National Muni Bond ETF

ETFs
3.67K
+ 53.6%
$103.24 - $106.68 $379K - $392K
10.5K $1.12B
O
Realty Income Corp

Real Estate
5.74K
+ 39.86%
$56.13 - $60.79 $322K - $349K
20.1K $1.22B
INTF
Ishares Tr

ETFs
10K
+ 50.27%
$33.72 - $36.17 $339K - $363K
30K $1.08B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.61K
+ 79.91%
$48.5 - $50.19 $224K - $232K
10.4K $520M
RBLX
Roblox Corp

Communication Services
737
+ 20.68%
$100.65 - $141.56 $74.2K - $104K
4.3K $596M
AMZN
Amazon Com Inc

Consumer Cyclical
860
+ 2.66%
$211.65 - $238.24 $182K - $205K
33.2K $7.29B
Virtus ETF Tr Ii
10.6K
+ 4.66%
N/A
238K $5.86B
XSMO
Invesco S&P Smallcap Momentum

ETFs
123
+ 0.44%
$67.1 - $74.29 $8.25K - $9.14K
27.9K $2.06B
FDEM
Fidelity Emerging Markets Mult
2.09K
+ 9.71%
N/A
23.6K $709M
VB
Vanguard Small Cap ETF

ETFs
261
+ 18.16%
$237.58 - $259.17 $62K - $67.6K
1.7K $432M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.44K
+ 31.42%
$55.61 - $57.37 $79.8K - $82.3K
6K $343M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
237
+ 2.2%
$62.09 - $66.51 $14.7K - $15.8K
11K $717M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
933
+ 7.33%
$50.82 - $51.09 $47.4K - $47.7K
13.7K $698M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
455
+ 3.19%
$78.96 - $80.04 $35.9K - $36.4K
14.7K $1.18B
DIAL
Columbia ETF Tr I Diversified

ETFs
1.57K
+ 5.42%
$17.97 - $18.51 $28.2K - $29K
30.5K $563M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 4.76%
$546.99 - $602.2 $10.4K - $11.4K
418 $251M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
100
+ 0.24%
$10.9 - $11.58 $1.09K - $1.16K
41.2K $474M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email