Financial Insights, Inc. Incresed Positions in Q1 2025

Financial Insights, Inc.

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.6K
+ 4.48%
$27.01 - $28.54 $1.07M - $1.13M
924K $25.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
24.2K
+ 8.01%
$41.61 - $44.72 $1.01M - $1.08M
326K $14.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.8K
+ 9.1%
$64.88 - $72.1 $2.13M - $2.36M
393K $25.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.4K
+ 23.42%
$39.61 - $42.65 $412K - $444K
54.9K $2.24M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.9K
+ 14.73%
$40.03 - $46.81 $1.04M - $1.21M
202K $8.23M
COST
Costco Wholesale Corp

Consumer Defensive
157
+ 6.69%
$890.62 - $1076.86 $140K - $169K
2.5K $2.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.56K
+ 1.03%
$37.07 - $40.63 $57.7K - $63.3K
153K $6.04M
AVGO
Broadcom Inc.

Technology
2.3K
+ 82.55%
$167.43 - $244.7 $384K - $562K
5.08K $849K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.17K
+ 11.15%
$468.34 - $539.52 $1.01M - $1.17M
21.6K $10.1M
MCD
Mcdonalds Corp

Consumer Cyclical
320
+ 17.52%
$279.74 - $321.29 $89.5K - $103K
2.15K $670K
JNJ
Johnson & Johnson

Healthcare
92
+ 2.54%
$142.06 - $167.7 $13.1K - $15.4K
3.72K $617K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.63K
+ 7.93%
$30.73 - $32.26 $112K - $117K
49.4K $1.52M
KO
Coca Cola CO

Consumer Defensive
524
+ 12.42%
$60.81 - $72.32 $31.9K - $37.9K
4.74K $339K
XOM
Exxon Mobil Corp

Energy
82
+ 1.43%
$105.44 - $118.93 $8.65K - $9.75K
5.84K $694K
XLV
Select Sector Spdr Fund Health

ETFs
201
+ 3.92%
$137.61 - $149.68 $27.7K - $30.1K
5.33K $778K
EFA
Ishares Tr Msci Eafe ETF

ETFs
427
+ 9.88%
$74.85 - $84.89 $32K - $36.2K
4.75K $387K
WMT
Walmart Inc.

Consumer Defensive
739
+ 12.86%
$84.5 - $105.05 $62.4K - $77.6K
6.49K $569K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.67%
$169.2 - $216.66 $1.69K - $2.17K
1.51K $316K
TT
Trane Technologies PLC

Industrials
242
+ 24.62%
$332.0 - $400.86 $80.3K - $97K
1.23K $412K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.52K
+ 14.5%
$57.21 - $65.8 $87K - $100K
12K $700K
CSCO
Cisco Systems, Inc.

Technology
498
+ 11.4%
$58.74 - $64.87 $29.3K - $32.3K
4.87K $300K
PG
Procter & Gamble CO

Consumer Defensive
170
+ 7.29%
$158.56 - $176.26 $27K - $30K
2.5K $426K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
250
+ 1.58%
$42.18 - $45.16 $10.5K - $11.3K
16.1K $712K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
535
+ 3.66%
$49.78 - $53.19 $26.6K - $28.5K
15.2K $774K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.3K
+ 4.76%
$32.39 - $34.01 $42K - $44.1K
28.5K $924K
AMD
Advanced Micro Devices Inc

Technology
475
+ 27.88%
$96.63 - $129.55 $45.9K - $61.5K
2.18K $223K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.13K
+ 26.76%
$47.79 - $59.89 $53.9K - $67.5K
5.34K $268K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.12%
$85.55 - $94.34 $342 - $377
3.28K $296K
FISV
Fiserv Inc

Technology
20
+ 1.95%
N/A
1.05K $130K
META
Meta Platforms, Inc.

Communication Services
20
+ 2.99%
$576.36 - $736.67 $11.5K - $14.7K
688 $396K
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 3.29%
$347.25 - $424.87 $9.72K - $11.9K
880 $322K
CRM
Salesforce, Inc.

Technology
99
+ 9.89%
$268.36 - $359.95 $26.6K - $35.6K
1.1K $295K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.06%
$247.97 - $296.33 $248 - $296
1.71K $429K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$156.06 - $207.71 $156 - $208
1.44K $225K
GOOGL
Alphabet Inc.

Communication Services
251
+ 8.19%
$154.33 - $206.19 $38.7K - $51.8K
3.32K $512K
TSLA
Tesla, Inc.

Consumer Cyclical
48
+ 2.97%
$222.15 - $428.22 $10.7K - $20.6K
1.67K $431K
VB
Vanguard Small Cap ETF

ETFs
420
+ 2.07%
$217.89 - $252.64 $91.5K - $106K
20.7K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
269
+ 2.14%
$190.26 - $242.06 $51.2K - $65.1K
12.9K $2.45M
XLK
Technology Sector Spdr

ETFs
165
+ 0.99%
$206.38 - $242.18 $34.1K - $40K
16.9K $3.49M
AAPL
Apple Inc.

Technology
1.77K
+ 2.8%
$209.68 - $247.1 $372K - $438K
65.1K $14.5M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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