Financial Insights, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $303 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.3M, Schwab Strategic Tr Us Dividen with a value of $23.8M, Apple Inc. with a value of $17.1M, and Vanguard Growth ETF with a value of $16.9M.

Examining the 13F form we can see an decrease of $53.8M in the current position value, from $357M to 303M.

Below you can find more details about Financial Insights, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
ETFs: $204 Million
Technology: $55.8 Million
Financial Services: $14.3 Million
Consumer Cyclical: $7.76 Million
Consumer Defensive: $4.97 Million
Healthcare: $4.68 Million
Communication Services: $4.25 Million
Industrials: $3.17 Million
Other: $3.79 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $303 Million
  • Prior Value $357 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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