Financial Insights, Inc. Sells in Q2 2025

Financial Insights, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16.3K
- 25.05%
$172.42 - $223.89 $2.81M - $3.65M
48.8K $10M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.4K
- 1.66%
$24.32 - $27.87 $374K - $428K
909K $24.1M
VOTE
Engine No 1 ETF Tr

ETFs
-34.2K
- 32.24%
$58.2 - $72.74 $1.99M - $2.49M
71.8K $5.23M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-52.6K
- 32.74%
$29.12 - $35.84 $1.53M - $1.89M
108K $3.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-205
- 1.13%
$483.48 - $539.8 $99.1K - $111K
17.9K $8.69M
VTI
Vanguard Total Stock Market Et

ETFs
-2.96K
- 34.63%
$243.75 - $303.93 $721K - $899K
5.58K $1.7M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-17.9K
- 62.7%
$31.07 - $32.25 $556K - $577K
10.6K $337K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.94K
- 18.41%
$91.62 - $116.16 $361K - $457K
17.4K $2.03M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.8K
- 6.43%
$43.28 - $50.37 $164K - $191K
55.3K $2.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-777
- 46.64%
$221.86 - $362.89 $172K - $282K
889 $282K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-3.86K
- 36.93%
$33.38 - $40.81 $129K - $158K
6.59K $268K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.03K
- 16.91%
$51.16 - $62.02 $104K - $126K
9.97K $618K
XLV
Select Sector Spdr Fund Health

ETFs
-45
- 0.84%
$128.77 - $144.3 $5.79K - $6.49K
5.28K $712K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-906
- 11.38%
$72.02 - $73.82 $65.3K - $66.9K
7.06K $519K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-500
- 3.11%
$38.81 - $44.28 $19.4K - $22.1K
15.6K $661K
LLY
Eli Lilly & CO

Healthcare
-25
- 4.15%
$713.71 - $898.95 $17.8K - $22.5K
578 $450K
VIG
Vanguard Dividend Appreciation

ETFs
-246
- 1.08%
N/A
22.4K $4.09M
MUB
Ishares National Muni Bond ETF

ETFs
-64
- 0.2%
$102.31 - $105.8 $6.55K - $6.77K
31.6K $3.3M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-221
- 2.97%
$157.93 - $175.89 $34.9K - $38.9K
7.22K $1.26M
VBK
Vanguard Small Cap Growth ETF

ETFs
-243
- 14.24%
$219.76 - $276.94 $53.4K - $67.3K
1.46K $405K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-633
- 13.9%
$73.02 - $90.22 $46.2K - $57.1K
3.92K $349K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-603
- 12.7%
$72.96 - $90.39 $44K - $54.5K
4.14K $370K
HD
Home Depot, Inc.

Consumer Cyclical
-48
- 5.45%
$335.24 - $380.78 $16.1K - $18.3K
832 $305K
VNQ
Vanguard Specialized Funds Van

ETFs
-93
- 2.84%
$79.79 - $91.42 $7.42K - $8.5K
3.18K $283K
IWD
Ishares Russell 1000 Val ETF

ETFs
-113
- 3.46%
$166.82 - $194.23 $18.9K - $21.9K
3.16K $612K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-595
- 11.15%
$45.98 - $56.15 $27.4K - $33.4K
4.74K $266K
Amplify ETF Tr
-31.8K
- 74.09%
N/A
11.1K $0
CRM
Salesforce, Inc.

Technology
-7
- 0.64%
$236.26 - $291.15 $1.65K - $2.04K
1.09K $298K
AMAT
Applied Materials Inc

Technology
-445
- 18.81%
$126.95 - $183.52 $56.5K - $81.7K
1.92K $351K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-798
- 4.84%
$52.31 - $63.72 $41.7K - $50.8K
15.7K $1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-30
- 0.2%
$45.11 - $52.34 $1.35K - $1.57K
15.1K $791K
NXPI
Nxp Semiconductors N.V.

Technology
-58
- 5.27%
$153.5 - $218.72 $8.9K - $12.7K
1.04K $227K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.72%
$498.8 - $620.9 $1.5K - $1.86K
412 $255K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-33
- 0.88%
$65.84 - $80.81 $2.17K - $2.67K
3.71K $297K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-143
- 1.06%
$114.78 - $133.31 $16.4K - $19.1K
13.3K $1.78M
DGRO
Ishares Core Dividend Growth E

ETFs
-440
- 1.27%
$55.22 - $63.94 $24.3K - $28.1K
34.1K $2.18M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 2.32%
$908.13 - $1056.85 $52.7K - $61.3K
2.45K $2.42M
IWP
Ishares Russell Mid Cap Growth

ETFs
-304
- 6.81%
$104.34 - $138.68 $31.7K - $42.2K
4.16K $577K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-78
- 4.58%
$320.42 - $424.58 $25K - $33.1K
1.63K $685K
GOOGL
Alphabet Inc.

Communication Services
-5
- 0.15%
$144.7 - $178.6 $724 - $893
3.31K $583K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-108
- 1.4%
$152.42 - $182.82 $16.5K - $19.7K
7.63K $1.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-247
- 0.91%
$39.89 - $49.46 $9.85K - $12.2K
26.9K $1.33M
META
Meta Platforms, Inc.

Communication Services
-11
- 1.6%
$484.66 - $738.09 $5.33K - $8.12K
677 $499K
AVGO
Broadcom Inc.

Technology
-1.18K
- 23.25%
$146.29 - $275.65 $173K - $325K
3.9K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-459
- 3.57%
$167.32 - $223.3 $76.8K - $102K
12.4K $2.72M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.04K
- 2.11%
$32.66 - $40.75 $66.5K - $82.9K
94.5K $3.83M
VEA
Vanguard Ftse Developed Market

ETFs
-3.29K
- 3.71%
$45.65 - $57.01 $150K - $187K
85.2K $4.86M
NVDA
Nvidia Corp

Technology
-1.58K
- 9.46%
$94.31 - $157.99 $149K - $249K
15.1K $2.38M
XLK
Technology Sector Spdr

ETFs
-200
- 1.18%
$179.73 - $253.23 $35.9K - $50.6K
16.7K $4.22M
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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