Financial Insights, Inc. Portfolio Holdings

Financial Insights, Inc.

  • $266 Million
  • Q2 2025

Financial Insights, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.1M, Schwab Strategic Tr Us Dividen with a value of $24.1M, Microsoft Corp with a value of $24M, Xtrackers Msci Eafe Hedged Equ with a value of $15.2M, and Vanguard Growth ETF with a value of $14.5M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $248M to 266M.

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

Portfolio value $266 Million
ETFs: $199 Million
Technology: $39.5 Million
Financial Services: $11.5 Million
Consumer Cyclical: $5.42 Million
Consumer Defensive: $3.81 Million
Communication Services: $2.12 Million
Healthcare: $1.96 Million
Industrials: $1.91 Million
Other: $1.04 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$24 Million 9.04% of portfolio
48,337
Q2 2025 Reduced 2.38%
$3.45T
$10 Million 3.76% of portfolio
48,806
Q2 2025 Reduced 25.05%
$622B
$8.69 Million 3.27% of portfolio
17,899
Q2 2025 Reduced 1.13%
$2.32T
$2.72 Million 1.02% of portfolio
12,401
Q2 2025 Reduced 3.57%
$417B
$2.42 Million 0.91% of portfolio
2,445
Q2 2025 Reduced 2.32%
$416B
$2.38 Million 0.89% of portfolio
15,067
Q2 2025 Reduced 9.46%
$575B
$924,000 0.35% of portfolio
2,604
Q2 2025 Added 2.84%
$855B
$802,000 0.3% of portfolio
2,769
Q2 2025 Added 13.02%
$530B
$779,000 0.29% of portfolio
582
Q1 2025 Reduced 10.74%
$260B
$650,000 0.24% of portfolio
6,651
Q2 2025 Added 2.53%
$452B
$631,000 0.24% of portfolio
5,857
Q2 2025 Added 0.36%
$220B
$629,000 0.24% of portfolio
2,156
Q2 2025 Added 0.42%
$439B
$620,000 0.23% of portfolio
4,065
Q2 2025 Added 9.24%
$313B
$588,000 0.22% of portfolio
7,350
Q3 2024 Reduced 5.2%
$1.14T
$583,000 0.22% of portfolio
3,311
Q2 2025 Reduced 0.15%
$1.58T
$499,000 0.19% of portfolio
677
Q2 2025 Reduced 1.6%
$331B
$394,000 0.15% of portfolio
2,127
Q2 2025 Added 40.95%
$375B
$400,000 0.15% of portfolio
2,514
Q2 2025 Added 0.44%
$301B
$337,000 0.13% of portfolio
4,774
Q2 2025 Added 0.63%
$280B
$338,000 0.13% of portfolio
4,886
Q2 2025 Added 0.41%
$250B
$322,000 0.12% of portfolio
2,272
Q2 2025 Added 4.27%
$1.05T
$282,000 0.11% of portfolio
889
Q2 2025 Reduced 46.64%
$264B
$298,000 0.11% of portfolio
1,093
Q2 2025 Reduced 0.64%
$380B
$305,000 0.11% of portfolio
832
Q2 2025 Reduced 5.45%
$1.17T
$257,000 0.1% of portfolio
1,450
Q2 2025 Added 0.49%
$253B
$269,000 0.1% of portfolio
914
Q3 2024 New
$220B
$200,000 0.08% of portfolio
516
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $266 Million
  • Prior Value $248 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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