Financial Insights, Inc. Portfolio Holdings

Financial Insights, Inc.

  • $248 Million
  • Q1 2025

Financial Insights, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $25.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.8M, Microsoft Corp with a value of $18.6M, Apple Inc. with a value of $14.5M, and Xtrackers Msci Eafe Hedged Equ with a value of $14.1M.

Examining the 13F form we can see an decrease of $7.22M in the current position value, from $255M to 248M.

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

Portfolio value $248 Million
ETFs: $183 Million
Technology: $37.4 Million
Financial Services: $12.2 Million
Consumer Cyclical: $5.33 Million
Consumer Defensive: $3.91 Million
Healthcare: $1.95 Million
Communication Services: $1.68 Million
Energy: $895,000
Other: $1.09 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92T
$18.6 Million 7.5% of portfolio
49,514
Q1 2025 Reduced 0.05%
$3.38T
$14.5 Million 5.84% of portfolio
65,121
Q1 2025 Added 2.8%
$691B
$9.64 Million 3.89% of portfolio
18,104
Q1 2025 Reduced 1.24%
$1.91T
$2.45 Million 0.99% of portfolio
12,860
Q1 2025 Added 2.14%
$433B
$2.37 Million 0.96% of portfolio
2,503
Q1 2025 Added 6.69%
$271B
$1.8 Million 0.73% of portfolio
16,642
Q1 2025 Reduced 3.11%
$552B
$887,000 0.36% of portfolio
2,532
Q1 2025 Added 1.0%
$453B
$694,000 0.28% of portfolio
5,836
Q1 2025 Added 1.43%
$233B
$670,000 0.27% of portfolio
2,147
Q1 2025 Added 17.52%
$406B
$617,000 0.25% of portfolio
3,721
Q1 2025 Added 2.54%
$713B
$600,000 0.24% of portfolio
2,450
Q1 2025 Reduced 5.88%
$258B
$569,000 0.23% of portfolio
6,487
Q1 2025 Added 12.86%
$494B
$542,000 0.22% of portfolio
582
Q1 2025 Reduced 10.74%
$967B
$512,000 0.21% of portfolio
3,316
Q1 2025 Added 8.19%
$264B
$527,000 0.21% of portfolio
7,350
Q3 2024 Reduced 5.2%
$834B
$498,000 0.2% of portfolio
603
Q1 2025 New
$903B
$431,000 0.17% of portfolio
1,666
Q1 2025 Added 2.97%
$1.23T
$396,000 0.16% of portfolio
688
Q1 2025 Added 2.99%
$310B
$339,000 0.14% of portfolio
4,744
Q1 2025 Added 12.42%
$340B
$316,000 0.13% of portfolio
1,509
Q1 2025 Added 0.67%
$365B
$322,000 0.13% of portfolio
880
Q1 2025 Added 3.29%
$393B
$309,000 0.12% of portfolio
590
Q1 2025 New
$233B
$300,000 0.12% of portfolio
4,866
Q1 2025 Added 11.4%
$266B
$295,000 0.12% of portfolio
1,100
Q1 2025 Added 9.89%
$988B
$225,000 0.09% of portfolio
1,443
Q1 2025 Added 0.07%
$212B
$227,000 0.09% of portfolio
914
Q3 2024 New
$274B
$201,000 0.08% of portfolio
1,204
Q1 2025 Reduced 38.26%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $248 Million
  • Prior Value $255 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email