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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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