Financial Insights, Inc. Reduced Holdings in Q1 2025

Financial Insights, Inc.

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-4.4K
- 10.8%
$369.1 - $427.61 $1.62M - $1.88M
36.3K $13.5M
MSFT
Microsoft Corp

Technology
-26
- 0.05%
$375.39 - $447.2 $9.76K - $11.6K
49.5K $18.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-37.7K
- 19.0%
$32.42 - $36.13 $1.22M - $1.36M
161K $5.3M
VOTE
Engine No 1 ETF Tr

ETFs
-9.49K
- 8.22%
$64.6 - $72.12 $613K - $684K
106K $6.93M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.57K
- 48.0%
$360.07 - $417.26 $566K - $656K
1.7K $614K
NVDA
Nvidia Corp

Technology
-534
- 3.11%
$106.98 - $149.43 $57.1K - $79.8K
16.6K $1.8M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.49K
- 10.43%
$101.98 - $115.66 $254K - $288K
21.4K $2.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.81K
- 35.66%
$182.82 - $196.21 $331K - $356K
3.27K $615K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-524
- 30.5%
$507.05 - $563.67 $266K - $295K
1.19K $613K
NUDM
Nuveen Esg International Devel

ETFs
-10.3K
- 61.55%
$29.75 - $33.12 $307K - $341K
6.44K $205K
VEA
Vanguard Ftse Developed Market

ETFs
-10.9K
- 10.93%
$47.4 - $52.99 $515K - $575K
88.5K $4.5M
MUB
Ishares National Muni Bond ETF

ETFs
-1.88K
- 5.6%
$104.71 - $107.69 $196K - $202K
31.6K $3.34M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.86K
- 38.6%
$75.32 - $84.77 $216K - $243K
4.55K $372K
VV
Vanguard Large Cap ETF

ETFs
-101
- 0.79%
$253.32 - $282.66 $25.6K - $28.5K
12.6K $3.25M
SPYG
Spdr Portfolio

ETFs
-1.78K
- 34.88%
$80.05 - $92.39 $143K - $165K
3.33K $267K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.54K
- 24.18%
$71.17 - $73.66 $181K - $187K
7.96K $584K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.55K
- 41.7%
$58.11 - $65.29 $148K - $166K
3.56K $212K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-603
- 7.23%
$168.16 - $186.21 $101K - $112K
7.74K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
-65
- 0.76%
$271.18 - $303.12 $17.6K - $19.7K
8.54K $2.35M
SBUX
Starbucks Corp

Consumer Cyclical
-2.09K
- 17.5%
$91.75 - $115.81 $191K - $242K
9.83K $964K
VO
Vanguard Mid Cap ETF

ETFs
-168
- 1.37%
$251.87 - $277.95 $42.3K - $46.7K
12.1K $3.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-60
- 0.36%
$58.81 - $68.2 $3.53K - $4.09K
16.5K $985K
VIG
Vanguard Dividend Appreciation

ETFs
-454
- 1.96%
N/A
22.7K $4.13M
CVX
Chevron Corp

Energy
-746
- 38.26%
$146.71 - $167.97 $109K - $125K
1.2K $201K
IWP
Ishares Russell Mid Cap Growth

ETFs
-127
- 2.76%
$114.9 - $139.6 $14.6K - $17.7K
4.47K $524K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-470
- 4.3%
$37.9 - $43.9 $17.8K - $20.6K
10.5K $400K
MNST
Monster Beverage Corp

Consumer Defensive
-1.3K
- 27.08%
$46.16 - $58.58 $60K - $76.2K
3.5K $204K
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
-1.48K
- 13.74%
$29.03 - $29.82 $43K - $44.2K
9.3K $270K
DGRO
Ishares Core Dividend Growth E

ETFs
-994
- 2.79%
$60.46 - $64.42 $60.1K - $64K
34.6K $2.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-90
- 2.35%
$92.45 - $106.69 $8.32K - $9.6K
3.73K $346K
NFLX
Netflix Inc

Communication Services
-70
- 10.74%
$828.4 - $1058.6 $58K - $74.1K
582 $542K
JPM
Jpmorgan Chase & CO

Financial Services
-153
- 5.88%
$225.19 - $279.95 $34.5K - $42.8K
2.45K $600K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-252
- 1.84%
$126.11 - $135.06 $31.8K - $34K
13.5K $1.74M
XLI
Industrial Sector Spdr

ETFs
-25
- 0.37%
$128.78 - $141.67 $3.22K - $3.54K
6.8K $891K
Amplify ETF Tr
-1.11K
- 2.52%
N/A
42.9K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-416
- 1.51%
$42.5 - $46.71 $17.7K - $19.4K
27.1K $1.23M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-59
- 1.55%
$67.08 - $76.14 $3.96K - $4.49K
3.74K $275K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-78
- 1.04%
$162.48 - $175.37 $12.7K - $13.7K
7.44K $1.29M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.05K
- 4.02%
$33.84 - $37.77 $137K - $153K
96.6K $3.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-228
- 1.24%
$442.66 - $534.52 $101K - $122K
18.1K $9.64M
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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