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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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