Financial Insights, Inc. Incresed Positions 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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
21.5K
+ 6.61%
$38.18 - $45.52 $822K - $980K
347K $15.2M
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
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
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
JPM
Jpmorgan Chase & CO

Financial Services
319
+ 13.02%
$210.28 - $289.91 $67.1K - $92.5K
2.77K $802K
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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
400
+ 2.82%
$10.78 - $11.28 $4.31K - $4.51K
14.6K $162K
JNJ
Johnson & Johnson

Healthcare
344
+ 9.24%
$146.36 - $159.82 $50.3K - $55K
4.07K $620K
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
100
+ 0.92%
$44.37 - $50.04 $4.44K - $5K
10.9K $519K
PG
Procter & Gamble CO

Consumer Defensive
11
+ 0.44%
$157.66 - $172.39 $1.73K - $1.9K
2.51K $400K
VHT
Vanguard Health Care ETF

ETFs
73
+ 2.19%
$236.71 - $261.92 $17.3K - $19.1K
3.41K $846K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.42%
$285.55 - $321.23 $2.57K - $2.89K
2.16K $629K
XOM
Exxon Mobil Corp

Energy
21
+ 0.36%
$99.93 - $119.04 $2.1K - $2.5K
5.86K $631K
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
Track This Portfolio

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, Inc. 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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email