Financial Insights, Inc. Reduced Holdings in Q4 2024

Financial Insights, Inc.

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-12.8K
- 20.56%
$406.35 - $454.46 $5.21M - $5.83M
49.5K $20.9M
NVDA
Nvidia Corp

Technology
-27.3K
- 61.4%
$117.0 - $148.88 $3.2M - $4.07M
17.2K $2.31M
VEA
Vanguard Ftse Developed Market

ETFs
-41.1K
- 29.24%
$47.57 - $52.44 $1.95M - $2.15M
99.4K $4.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-29.9K
- 7.66%
$66.77 - $71.52 $1.99M - $2.14M
360K $24.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-25.4K
- 14.34%
$38.37 - $42.82 $975K - $1.09M
152K $5.82M
SPYG
Spdr Portfolio

ETFs
-17.9K
- 77.74%
$81.74 - $91.38 $1.46M - $1.63M
5.12K $449K
GOOGL
Alphabet Inc.

Communication Services
-8.71K
- 73.97%
$161.86 - $196.66 $1.41M - $1.71M
3.07K $580K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-37.9K
- 16.03%
$33.92 - $36.6 $1.28M - $1.39M
198K $6.87M
AAPL
Apple Inc.

Technology
-10K
- 13.69%
$221.69 - $259.02 $2.23M - $2.6M
63.3K $15.9M
AVGO
Broadcom Inc.

Technology
-7.46K
- 72.84%
$159.67 - $250.0 $1.19M - $1.86M
2.78K $644K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.7K
- 71.32%
$75.1 - $82.99 $807K - $892K
4.32K $326K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-17.9K
- 9.23%
$44.33 - $49.55 $794K - $887K
176K $7.91M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.81K
- 70.19%
$213.65 - $479.86 $814K - $1.83M
1.62K $653K
JPM
Jpmorgan Chase & CO

Financial Services
-3.84K
- 59.58%
$205.18 - $250.29 $787K - $960K
2.6K $623K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.02K
- 32.5%
$176.42 - $186.91 $709K - $751K
8.34K $1.49M
TT
Trane Technologies PLC

Industrials
-1.59K
- 61.75%
$369.35 - $419.14 $586K - $665K
983 $363K
ETN
Eaton Corp PLC

Industrials
-1.77K
- 69.77%
$326.96 - $377.52 $579K - $668K
767 $254K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.21K
- 5.81%
$34.13 - $37.35 $212K - $232K
101K $3.43M
WMT
Walmart Inc.

Consumer Defensive
-7.56K
- 56.8%
$79.1 - $95.7 $598K - $723K
5.75K $519K
MSI
Motorola Solutions, Inc.

Technology
-1.04K
- 65.01%
$449.08 - $504.6 $465K - $522K
557 $257K
AMZN
Amazon Com Inc

Consumer Cyclical
-4.52K
- 26.4%
$180.88 - $232.93 $817K - $1.05M
12.6K $2.76M
HD
Home Depot, Inc.

Consumer Cyclical
-1.01K
- 54.34%
$385.02 - $431.37 $390K - $437K
852 $331K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-644
- 3.39%
$442.29 - $483.08 $285K - $311K
18.3K $8.31M
AMD
Advanced Micro Devices Inc

Technology
-2.02K
- 54.21%
$118.88 - $172.8 $240K - $349K
1.7K $205K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.23K
- 27.34%
$370.24 - $418.94 $456K - $516K
3.28K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
-492
- 17.34%
$873.59 - $994.69 $430K - $489K
2.35K $2.15M
META
Meta Platforms, Inc.

Communication Services
-656
- 49.55%
$554.08 - $632.68 $363K - $415K
668 $394K
VO
Vanguard Mid Cap ETF

ETFs
-1.35K
- 9.93%
$261.5 - $284.63 $353K - $384K
12.2K $3.23M
FISV
Fiserv Inc

Technology
-2.27K
- 68.87%
N/A
1.03K $128K
JNJ
Johnson & Johnson

Healthcare
-1.3K
- 26.34%
$143.34 - $165.86 $186K - $215K
3.63K $524K
IQV
Iqvia Holdings Inc.

Healthcare
-893
- 46.71%
$190.97 - $236.63 $171K - $211K
1.02K $200K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.11K
- 52.41%
$113.92 - $127.38 $240K - $268K
1.91K $220K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3K
- 9.83%
$44.04 - $49.49 $132K - $149K
27.5K $1.21M
CSCO
Cisco Systems, Inc.

Technology
-4.88K
- 52.77%
$52.45 - $60.02 $256K - $293K
4.37K $258K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.66K
- 20.23%
$71.75 - $75.11 $191K - $200K
10.5K $755K
V
Visa Inc.

Financial Services
-1.21K
- 32.55%
$273.87 - $320.91 $331K - $388K
2.51K $792K
GOOG
Alphabet Inc.

Communication Services
-1.4K
- 49.24%
$163.08 - $198.16 $228K - $277K
1.44K $274K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.37K
- 6.25%
$60.73 - $64.94 $144K - $154K
35.6K $2.18M
VUG
Vanguard Growth ETF

ETFs
-3.32K
- 7.53%
$378.79 - $428.11 $1.26M - $1.42M
40.7K $16.7M
VIG
Vanguard Dividend Appreciation

ETFs
-1.06K
- 4.39%
N/A
23.1K $4.22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.88K
- 21.55%
$61.68 - $67.87 $178K - $195K
10.5K $653K
CRM
Salesforce, Inc.

Technology
-864
- 46.33%
$270.87 - $367.87 $234K - $318K
1K $334K
VHT
Vanguard Health Care ETF

ETFs
-213
- 6.0%
$250.81 - $283.3 $53.4K - $60.3K
3.34K $846K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.79K
- 4.27%
$50.53 - $55.55 $141K - $155K
62.5K $3.18M
MUB
Ishares National Muni Bond ETF

ETFs
-658
- 1.93%
$105.78 - $108.7 $69.6K - $71.5K
33.5K $3.57M
VNQ
Vanguard Specialized Funds Van

ETFs
-1K
- 23.41%
$87.85 - $98.6 $87.9K - $98.6K
3.27K $291K
AMAT
Applied Materials Inc

Technology
-50
- 2.07%
$161.44 - $213.89 $8.07K - $10.7K
2.37K $384K
SBUX
Starbucks Corp

Consumer Cyclical
-223
- 1.84%
$87.44 - $102.5 $19.5K - $22.9K
11.9K $1.09M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-250
- 3.26%
$75.65 - $83.47 $18.9K - $20.9K
7.42K $564K
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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