Financial Insights, Inc. Portfolio Holdings
Financial Insights, Inc.
- $303 Million
- Q3 2024
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
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