New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

New Insight Wealth Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.7B, Schwab Strategic Tr Us Dividen with a value of $13.9B, Vanguard S&P Small Cap 600 ETF with a value of $12.4B, Vanguard Mid Cap ETF with a value of $10.5B, and Fidelity Merrimack Str Tr Tota with a value of $8.9B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $170B to 190B.

New Insight Wealth Advisors is based out at San Ramon, CA

Below you can find more details about New Insight Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $134 Billion
Technology: $16.5 Billion
Consumer Cyclical: $16.3 Billion
Real Estate: $10 Billion
Communication Services: $7.07 Billion
Financial Services: $2.32 Billion
Healthcare: $1.66 Billion
Consumer Defensive: $264 Million
Other: $206 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.7 Billion 14.55% of portfolio
47,945
Q3 2024 Added 9.79%
$0
$13.9 Billion 7.34% of portfolio
165,000
Q3 2024 Added 7.87%
$0
$12.4 Billion 6.51% of portfolio
114,406
Q3 2024 Reduced 0.52%
$0
$10.5 Billion 5.52% of portfolio
39,753
Q3 2024 Added 6.72%
$0
$8.9 Billion 4.68% of portfolio
190,365
Q3 2024 Added 19.81%
$0
$7.43 Billion 3.91% of portfolio
84,123
Q3 2024 Reduced 1.1%
$0
$7.27 Billion 3.83% of portfolio
12,399
Q3 2024 Added 8.6%
$0
$6.32 Billion 3.33% of portfolio
35,293
Q3 2024 Added 43.76%
$0
$5.93 Billion 3.12% of portfolio
71,832
Q3 2024 Added 17.23%
$0
$4.29 Billion 2.26% of portfolio
21,639
Q3 2024 Added 1.96%
$0
$4.23 Billion 2.23% of portfolio
193,043
Q3 2024 Reduced 1.01%
$0
$2.33 Billion 1.22% of portfolio
27,965
Q3 2024 New
$0
$1.85 Billion 0.97% of portfolio
14,448
Q3 2024 Reduced 7.41%
$0
$1.66 Billion 0.88% of portfolio
6,783
Q3 2024 Added 136.09%
$0
$1.35 Billion 0.71% of portfolio
73,001
Q3 2024 Reduced 50.0%
$0
$1.3 Billion 0.69% of portfolio
14,280
Q3 2024 Added 1.1%
$0
$1.13 Billion 0.6% of portfolio
11,541
Q3 2024 Reduced 37.72%
$0
$902 Million 0.47% of portfolio
37,490
Q3 2024 Added 53.11%
$0
$865 Million 0.46% of portfolio
12,816
Q3 2024 Added 89.36%
$0
$743 Million 0.39% of portfolio
11,925
Q3 2024 Added 0.85%
$0
$617 Million 0.32% of portfolio
6,015
Q3 2024 New
$0
$546 Million 0.29% of portfolio
7,735
Q3 2024 Added 4.12%
$0
$548 Million 0.29% of portfolio
5,258
Q3 2024 Added 6.96%
$0
$536 Million 0.28% of portfolio
1,892
Q3 2024 Reduced 0.16%
$0
$513 Million 0.27% of portfolio
5,290
Q4 2023 New
$0
$494 Million 0.26% of portfolio
23,776
Q3 2024 Reduced 1.35%
$0
$479 Million 0.25% of portfolio
1,793
Q3 2024 Added 30.78%
$0
$470 Million 0.25% of portfolio
8,001
Q3 2024 Added 0.5%
$0
$449 Million 0.24% of portfolio
6,327
Q3 2024 Reduced 9.42%
$0
$411 Million 0.22% of portfolio
8,043
Q3 2024 Reduced 7.64%
$0
$419 Million 0.22% of portfolio
8,195
Q3 2024 Reduced 1.5%
$0
$386 Million 0.2% of portfolio
12,160
Q3 2024 Added 28.61%
$0
$385 Million 0.2% of portfolio
730
Q3 2024 Added 15.14%
$0
$366 Million 0.19% of portfolio
3,126
Q3 2024 Reduced 2.65%
$0
$360 Million 0.19% of portfolio
7,872
Q3 2024 Reduced 2.42%
$0
$334 Million 0.18% of portfolio
10,617
Q3 2024 New
$0
$329 Million 0.17% of portfolio
2,831
Q3 2024 Reduced 1.56%
$0
$308 Million 0.16% of portfolio
24,713
Q3 2024 Reduced 72.0%
$0
$301 Million 0.16% of portfolio
1,235
Q3 2024 Added 8.91%
$0
$278 Million 0.15% of portfolio
8,356
Q3 2024 Reduced 8.5%
$0
$285 Million 0.15% of portfolio
4,302
Q3 2024 New
$0
$258 Million 0.14% of portfolio
3,243
Q3 2024 Reduced 2.99%
$0
$260 Million 0.14% of portfolio
3,392
Q2 2024 Reduced 14.58%
$0
$258 Million 0.14% of portfolio
1,086
Q3 2024 New
$0
$270 Million 0.14% of portfolio
4,565
Q3 2024 Reduced 48.87%
$0
$250 Million 0.13% of portfolio
6,416
Q3 2024 Reduced 10.13%
$0
$250 Million 0.13% of portfolio
7,234
Q3 2024 Added 1.4%
$0
$254 Million 0.13% of portfolio
9,656
Q3 2024 Added 15.06%
$0
$237 Million 0.12% of portfolio
2,336
Q2 2024 Added 5.89%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $190 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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