Financial Insights, Inc. Portfolio Holdings

Financial Insights, Inc.

  • $266 Million
  • Q2 2025

Financial Insights, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.1M, Schwab Strategic Tr Us Dividen with a value of $24.1M, Microsoft Corp with a value of $24M, Xtrackers Msci Eafe Hedged Equ with a value of $15.2M, and Vanguard Growth ETF with a value of $14.5M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $248M to 266M.

Below you can find more details about Financial Insights, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
ETFs: $199 Million
Technology: $39.5 Million
Financial Services: $11.5 Million
Consumer Cyclical: $5.42 Million
Consumer Defensive: $3.81 Million
Communication Services: $2.12 Million
Healthcare: $1.96 Million
Industrials: $1.91 Million
Other: $1.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.1 Million 12.08% of portfolio
442,147
Q2 2025 Added 12.61%
$0
$24.1 Million 9.06% of portfolio
908,983
Q2 2025 Reduced 1.66%
$3.77T
$24 Million 9.04% of portfolio
48,337
Q2 2025 Reduced 2.38%
$0
$15.2 Million 5.71% of portfolio
347,238
Q2 2025 Added 6.61%
$0
$14.5 Million 5.44% of portfolio
33,005
Q2 2025 Reduced 9.18%
$0
$13.2 Million 4.97% of portfolio
23,944
Q2 2025 Added 10.86%
$3.45T
$10 Million 3.76% of portfolio
48,806
Q2 2025 Reduced 25.05%
$0
$9.01 Million 3.39% of portfolio
211,555
Q2 2025 Added 4.74%
$622B
$8.69 Million 3.27% of portfolio
17,899
Q2 2025 Reduced 1.13%
$0
$6.6 Million 2.48% of portfolio
154,460
Q2 2025 Added 0.74%
$0
$5.27 Million 1.98% of portfolio
22,218
Q2 2025 Added 7.41%
$0
$5.23 Million 1.96% of portfolio
71,842
Q2 2025 Reduced 32.24%
$0
$4.86 Million 1.83% of portfolio
85,242
Q2 2025 Reduced 3.71%
$0
$4.22 Million 1.59% of portfolio
16,680
Q2 2025 Reduced 1.18%
$0
$4.09 Million 1.54% of portfolio
22,443
Q2 2025 Reduced 1.08%
$0
$3.88 Million 1.46% of portfolio
108,121
Q2 2025 Reduced 32.74%
$0
$3.6 Million 1.35% of portfolio
12,626
Q1 2025 Reduced 0.79%
$0
$3.3 Million 1.24% of portfolio
31,575
Q2 2025 Reduced 0.2%
$0
$2.99 Million 1.12% of portfolio
10,682
Q2 2025 Reduced 11.48%
$0
$2.77 Million 1.04% of portfolio
55,296
Q2 2025 Reduced 6.43%
$2.32T
$2.72 Million 1.02% of portfolio
12,401
Q2 2025 Reduced 3.57%
$0
$2.58 Million 0.97% of portfolio
60,545
Q2 2025 Added 10.37%
$417B
$2.42 Million 0.91% of portfolio
2,445
Q2 2025 Reduced 2.32%
$416B
$2.38 Million 0.89% of portfolio
15,067
Q2 2025 Reduced 9.46%
$0
$2.18 Million 0.82% of portfolio
34,146
Q2 2025 Reduced 1.27%
$0
$2.03 Million 0.76% of portfolio
17,442
Q2 2025 Reduced 18.41%
$0
$1.88 Million 0.71% of portfolio
49,333
Q2 2025 New
$0
$1.78 Million 0.67% of portfolio
13,327
Q2 2025 Reduced 1.06%
$0
$1.7 Million 0.64% of portfolio
5,583
Q2 2025 Reduced 34.63%
$0
$1.64 Million 0.62% of portfolio
24,434
Q4 2024 Added 0.0%
$0
$1.58 Million 0.59% of portfolio
51,366
Q2 2025 Added 3.91%
$0
$1.51 Million 0.57% of portfolio
16,078
Q2 2025 New
$0
$1.4 Million 0.52% of portfolio
7,632
Q2 2025 Reduced 1.4%
$0
$1.33 Million 0.5% of portfolio
26,871
Q2 2025 Reduced 0.91%
$0
$1.26 Million 0.47% of portfolio
7,219
Q2 2025 Reduced 2.97%
$0
$1.07 Million 0.4% of portfolio
22,006
Q2 2025 New
$113B
$1.07 Million 0.4% of portfolio
3,895
Q2 2025 Reduced 23.25%
$0
$1.01 Million 0.38% of portfolio
6,851
Q2 2025 Added 0.74%
$0
$1 Million 0.38% of portfolio
15,701
Q2 2025 Reduced 4.84%
$111B
$950,000 0.36% of portfolio
10,373
Q2 2025 Added 5.49%
$575B
$924,000 0.35% of portfolio
2,604
Q2 2025 Added 2.84%
$0
$846,000 0.32% of portfolio
3,410
Q2 2025 Added 2.19%
$0
$835,000 0.31% of portfolio
1,260
Q2 2025 Added 12.4%
$0
$791,000 0.3% of portfolio
15,127
Q2 2025 Reduced 0.2%
$855B
$802,000 0.3% of portfolio
2,769
Q2 2025 Added 13.02%
$530B
$779,000 0.29% of portfolio
582
Q1 2025 Reduced 10.74%
$0
$753,000 0.28% of portfolio
1,327
Q2 2025 Added 11.14%
$0
$712,000 0.27% of portfolio
5,284
Q2 2025 Reduced 0.84%
$0
$685,000 0.26% of portfolio
1,625
Q2 2025 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $266 Million
  • Prior Value $248 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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