Financial Insights, Inc. Purchases in Q2 2025

Financial Insights, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
49.5K
+ 12.61%
$58.41 - $72.69 $2.89M - $3.6M
442K $32.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.35K
+ 10.86%
$416.06 - $551.64 $976K - $1.29M
23.9K $13.2M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
49.3K
New
$32.04 - $38.14 $1.58M - $1.88M
49.3K $1.88M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
16.1K
New
$70.54 - $93.95 $1.13M - $1.51M
16.1K $1.51M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
21.5K
+ 6.61%
$38.18 - $45.52 $822K - $980K
347K $15.2M
TEMP
J P Morgan Exchange Traded Fdt

ETFs
22K
New
$37.55 - $48.95 $826K - $1.08M
22K $1.07M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.58K
+ 4.74%
$35.35 - $42.68 $339K - $409K
212K $9.01M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 7.41%
$193.73 - $237.37 $297K - $364K
22.2K $5.27M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
8.08K
New
N/A
8.08K $601K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.14K
+ 0.74%
$34.72 - $42.74 $39.6K - $48.8K
154K $6.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.69K
+ 10.37%
$37.18 - $42.55 $212K - $242K
60.5K $2.58M
DXCM
Dexcom Inc

Healthcare
3.06K
New
$59.83 - $87.57 $183K - $268K
3.06K $266K
JCI
Johnson Controls International PLC

Industrials
2.24K
New
$71.14 - $105.62 $159K - $236K
2.24K $236K
SPGI
S&P Global Inc.

Financial Services
434
New
$438.31 - $527.29 $190K - $229K
434 $228K
BA
Boeing CO

Industrials
1.09K
New
$136.59 - $217.51 $148K - $236K
1.09K $227K
VGT
Vanguard Information Technolog

ETFs
139
+ 12.4%
$470.37 - $663.28 $65.4K - $92.2K
1.26K $835K
VTV
Vanguard Value ETF

ETFs
1.23K
+ 88.55%
$153.67 - $176.74 $189K - $217K
2.62K $462K
ETN
Eaton Corp PLC

Industrials
624
New
$246.52 - $356.99 $154K - $223K
624 $222K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.62K
New
$60.61 - $87.72 $159K - $229K
2.62K $221K
MSI
Motorola Solutions, Inc.

Technology
523
New
$394.72 - $440.39 $206K - $230K
523 $219K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.57K
New
$38.9 - $83.0 $99.9K - $213K
2.57K $209K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.91K
New
$90.56 - $109.49 $173K - $209K
1.91K $208K
DE
Deere & CO

Industrials
401
New
$412.99 - $531.48 $166K - $213K
401 $203K
JPM
Jpmorgan Chase & CO

Financial Services
319
+ 13.02%
$210.28 - $289.91 $67.1K - $92.5K
2.77K $802K
CAT
Caterpillar Inc

Industrials
516
New
$273.94 - $388.21 $141K - $200K
516 $200K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
133
+ 11.14%
$456.74 - $568.03 $60.7K - $75.5K
1.33K $753K
TT
Trane Technologies PLC

Industrials
1
+ 0.08%
$315.21 - $437.41 $315 - $437
1.23K $536K
XLI
Industrial Sector Spdr

ETFs
50
+ 0.74%
$116.42 - $147.52 $5.82K - $7.38K
6.85K $1.01M
AMD
Advanced Micro Devices Inc

Technology
93
+ 4.27%
$78.21 - $143.81 $7.27K - $13.4K
2.27K $322K
WMT
Walmart Inc.

Consumer Defensive
164
+ 2.53%
$81.79 - $99.98 $13.4K - $16.4K
6.65K $650K
ABBV
Abb Vie Inc.

Healthcare
618
+ 40.95%
$170.16 - $206.27 $105K - $127K
2.13K $394K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.93K
+ 3.91%
$29.0 - $30.68 $56.1K - $59.3K
51.4K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
321
+ 17.45%
$119.13 - $135.03 $38.2K - $43.3K
2.16K $266K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.41%
$53.19 - $69.38 $1.06K - $1.39K
4.89K $338K
V
Visa Inc.

Financial Services
72
+ 2.84%
$308.27 - $373.31 $22.2K - $26.9K
2.6K $924K
GOOG
Alphabet Inc.

Communication Services
7
+ 0.49%
$146.58 - $180.01 $1.03K - $1.26K
1.45K $257K
STE
Steris PLC

Healthcare
28
+ 3.08%
$208.55 - $252.55 $5.84K - $7.07K
937 $225K
CB
Chubb LTD

Financial Services
62
+ 7.41%
$274.32 - $302.46 $17K - $18.8K
899 $260K
JNJ
Johnson & Johnson

Healthcare
344
+ 9.24%
$146.36 - $159.82 $50.3K - $55K
4.07K $620K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
400
+ 2.82%
$10.78 - $11.28 $4.31K - $4.51K
14.6K $162K
Ab Active Etfs Inc
10.1K
New
N/A
10.1K $0
Morgan Stanley ETF Trust
18.9K
New
N/A
18.9K $0
Parnassus Income Fds
96.4K
New
N/A
96.4K $0
Pgim ETF Tr
6.73K
New
N/A
6.73K $0
Cohen & Steers ETF Trust
21.1K
New
N/A
21.1K $0
Pimco ETF Tr
16.2K
New
N/A
16.2K $0
Ge Vernova Inc
853
New
N/A
853 $0
KO
Coca Cola CO

Consumer Defensive
30
+ 0.63%
$68.37 - $73.9 $2.05K - $2.22K
4.77K $337K
SBUX
Starbucks Corp

Consumer Cyclical
540
+ 5.49%
$79.69 - $99.41 $43K - $53.7K
10.4K $950K
Activity Summary
Buys All Purchases 55 New Holdings 23 Increased Positions 32 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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