Financial Insights, Inc. Portfolio Holdings

Financial Insights, Inc.

  • $248 Million
  • Q1 2025

Financial Insights, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $25.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.8M, Microsoft Corp with a value of $18.6M, Apple Inc. with a value of $14.5M, and Xtrackers Msci Eafe Hedged Equ with a value of $14.1M.

Examining the 13F form we can see an decrease of $7.22M in the current position value, from $255M to 248M.

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

Portfolio value $248 Million
ETFs: $183 Million
Technology: $37.4 Million
Financial Services: $12.2 Million
Consumer Cyclical: $5.33 Million
Consumer Defensive: $3.91 Million
Healthcare: $1.95 Million
Communication Services: $1.68 Million
Energy: $895,000
Other: $1.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.8 Million 10.43% of portfolio
924,343
Q1 2025 Added 4.48%
$0
$25.8 Million 10.42% of portfolio
392,624
Q1 2025 Added 9.1%
$2.92T
$18.6 Million 7.5% of portfolio
49,514
Q1 2025 Reduced 0.05%
$3.36T
$14.5 Million 5.84% of portfolio
65,121
Q1 2025 Added 2.8%
$0
$14.1 Million 5.69% of portfolio
325,707
Q1 2025 Added 8.01%
$0
$13.5 Million 5.44% of portfolio
36,342
Q1 2025 Reduced 10.8%
$0
$10.1 Million 4.09% of portfolio
21,599
Q1 2025 Added 11.15%
$691B
$9.64 Million 3.89% of portfolio
18,104
Q1 2025 Reduced 1.24%
$0
$8.23 Million 3.32% of portfolio
201,976
Q1 2025 Added 14.73%
$0
$6.93 Million 2.8% of portfolio
106,023
Q1 2025 Reduced 8.22%
$0
$6.04 Million 2.44% of portfolio
153,319
Q1 2025 Added 1.03%
$0
$5.3 Million 2.14% of portfolio
160,762
Q1 2025 Reduced 19.0%
$0
$4.59 Million 1.85% of portfolio
20,685
Q1 2025 Added 2.07%
$0
$4.5 Million 1.82% of portfolio
88,528
Q1 2025 Reduced 10.93%
$0
$4.13 Million 1.67% of portfolio
22,689
Q1 2025 Reduced 1.96%
$0
$3.52 Million 1.42% of portfolio
96,567
Q1 2025 Reduced 4.02%
$0
$3.34 Million 1.35% of portfolio
31,639
Q1 2025 Reduced 5.6%
$0
$3.25 Million 1.31% of portfolio
12,626
Q1 2025 Reduced 0.79%
$0
$3.12 Million 1.26% of portfolio
12,068
Q1 2025 Reduced 1.37%
$0
$2.93 Million 1.18% of portfolio
59,094
Q1 2025 Reduced 5.38%
$1.93T
$2.45 Million 0.99% of portfolio
12,860
Q1 2025 Added 2.14%
$432B
$2.37 Million 0.96% of portfolio
2,503
Q1 2025 Added 6.69%
$0
$2.35 Million 0.95% of portfolio
8,540
Q1 2025 Reduced 0.76%
$0
$2.24 Million 0.9% of portfolio
54,855
Q1 2025 Added 23.42%
$0
$2.19 Million 0.88% of portfolio
21,377
Q1 2025 Reduced 10.43%
$0
$2.14 Million 0.86% of portfolio
34,586
Q1 2025 Reduced 2.79%
$277B
$1.8 Million 0.73% of portfolio
16,642
Q1 2025 Reduced 3.11%
$0
$1.74 Million 0.7% of portfolio
13,470
Q1 2025 Reduced 1.84%
$0
$1.52 Million 0.61% of portfolio
49,432
Q1 2025 Added 7.93%
$0
$1.48 Million 0.6% of portfolio
24,434
Q4 2024 Added 0.0%
$0
$1.32 Million 0.53% of portfolio
7,740
Q1 2025 Reduced 7.23%
$0
$1.29 Million 0.52% of portfolio
7,440
Q1 2025 Reduced 1.04%
$0
$1.23 Million 0.5% of portfolio
27,118
Q1 2025 Reduced 1.51%
$0
$985,000 0.4% of portfolio
16,499
Q1 2025 Reduced 0.36%
$96.2B
$964,000 0.39% of portfolio
9,833
Q1 2025 Reduced 17.5%
$0
$924,000 0.37% of portfolio
28,529
Q1 2025 Added 4.76%
$0
$883,000 0.36% of portfolio
3,337
Q4 2024 Reduced 6.0%
$548B
$887,000 0.36% of portfolio
2,532
Q1 2025 Added 1.0%
$0
$891,000 0.36% of portfolio
6,801
Q1 2025 Reduced 0.37%
$77.9B
$849,000 0.34% of portfolio
5,075
Q1 2025 Added 82.55%
$0
$778,000 0.31% of portfolio
5,329
Q1 2025 Added 3.92%
$0
$774,000 0.31% of portfolio
15,157
Q1 2025 Added 3.66%
$0
$712,000 0.29% of portfolio
16,090
Q1 2025 Added 1.58%
$452B
$694,000 0.28% of portfolio
5,836
Q1 2025 Added 1.43%
$0
$700,000 0.28% of portfolio
12,003
Q1 2025 Added 14.5%
$233B
$670,000 0.27% of portfolio
2,147
Q1 2025 Added 17.52%
$404B
$617,000 0.25% of portfolio
3,721
Q1 2025 Added 2.54%
$0
$608,000 0.25% of portfolio
1,121
Q4 2024 Reduced 1.84%
$0
$615,000 0.25% of portfolio
3,269
Q1 2025 Reduced 35.66%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $248 Million
  • Prior Value $255 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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