New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $160 Billion
  • Q1 2024

New Insight Wealth Advisors has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.6B, Vanguard S&P Small Cap 600 ETF with a value of $11.6B, Schwab Strategic Tr Us Dividen with a value of $11.4B, Vanguard Mid Cap ETF with a value of $8.24B, and Simon Property Group Inc with a value of $7.86B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $148B to 160B. Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.

New Insight Wealth Advisors is based out at San Ramon, CA

Below you can find more details about New Insight Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $108 Billion
Technology: $14.5 Billion
Consumer Cyclical: $13.3 Billion
Real Estate: $11.6 Billion
Communication Services: $6.28 Billion
Financial Services: $2.89 Billion
Healthcare: $2.69 Billion
Consumer Defensive: $203 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.6 Billion 12.27% of portfolio
37,367
Q1 2024 Added 8.9%
$0
$11.6 Billion 7.24% of portfolio
114,257
Q1 2024 Added 11.7%
$0
$11.4 Billion 7.11% of portfolio
141,269
Q1 2024 Added 0.74%
$0
$8.24 Billion 5.14% of portfolio
32,975
Q1 2024 Added 24.21%
$49.7B
$7.86 Billion 4.91% of portfolio
50,216
Q1 2024 Reduced 5.13%
$0
$6.52 Billion 4.07% of portfolio
80,004
Q1 2024 Added 11.14%
$0
$5.95 Billion 3.72% of portfolio
131,330
Q1 2024 Added 9.8%
$625B
$5.79 Billion 3.61% of portfolio
32,919
Q1 2024 Added 0.27%
$0
$5.63 Billion 3.51% of portfolio
10,734
Q1 2024 Added 6.66%
$1.97T
$5.11 Billion 3.19% of portfolio
28,332
Q1 2024 Added 0.8%
$0
$4.37 Billion 2.73% of portfolio
211,689
Q1 2024 Reduced 6.74%
$0
$4.27 Billion 2.66% of portfolio
25,195
Q1 2024 Reduced 4.17%
$0
$4.05 Billion 2.53% of portfolio
22,178
Q1 2024 Reduced 1.04%
$0
$3.92 Billion 2.45% of portfolio
52,358
Q1 2024 Added 27.15%
$11.4B
$3.42 Billion 2.14% of portfolio
60,592
Q1 2024 Reduced 0.11%
$3.38T
$3.23 Billion 2.01% of portfolio
18,808
Q1 2024 Reduced 3.15%
$0
$2.84 Billion 1.77% of portfolio
159,630
Q1 2024 Added 3.68%
$257B
$2.6 Billion 1.62% of portfolio
8,617
Q1 2024 Reduced 0.68%
$1.09T
$2.54 Billion 1.59% of portfolio
16,844
Q1 2024 Added 1.36%
$0
$2.23 Billion 1.39% of portfolio
18,466
Q1 2024 Reduced 17.9%
$0
$1.92 Billion 1.2% of portfolio
161,932
Q1 2024 Reduced 10.76%
$0
$1.91 Billion 1.19% of portfolio
20,499
Q1 2024 Added 1.78%
$1.13T
$1.87 Billion 1.17% of portfolio
3,852
Q1 2024 Reduced 1.26%
$50.4B
$1.44 Billion 0.9% of portfolio
9,842
Q4 2023 New
$0
$1.32 Billion 0.83% of portfolio
15,814
Q1 2024 Reduced 0.29%
$144B
$1.28 Billion 0.8% of portfolio
16,606
Q1 2024 Reduced 3.58%
$650B
$1.25 Billion 0.78% of portfolio
943
Q1 2024 Added 2.5%
$308B
$1.19 Billion 0.74% of portfolio
1,319
Q1 2024 Added 2.41%
-
$1.13 Billion 0.71% of portfolio
-
Q1 2024 Added 1.54%
$303B
$1.02 Billion 0.64% of portfolio
5,590
Q1 2024 Reduced 1.01%
$25.9B
$978 Million 0.61% of portfolio
28,210
Q1 2024 Reduced 11.54%
$0
$974 Million 0.61% of portfolio
19,623
Q1 2024 Added 62.24%
$154B
$967 Million 0.6% of portfolio
2,316
Q1 2024 Reduced 1.74%
$46.5B
$937 Million 0.58% of portfolio
8,792
Q1 2024 Reduced 0.51%
$11.9B
$916 Million 0.57% of portfolio
83,645
Q1 2024 Added 88.28%
$901B
$778 Million 0.49% of portfolio
5,720
Q1 2024 Added 40.16%
$0
$685 Million 0.43% of portfolio
13,413
Q1 2024 Reduced 35.03%
$593B
$672 Million 0.42% of portfolio
3,354
Q4 2023 New
$0
$676 Million 0.42% of portfolio
11,535
Q1 2024 Reduced 0.94%
$0
$674 Million 0.42% of portfolio
11,104
Q1 2024 Added 431.29%
$0
$556 Million 0.35% of portfolio
8,386
Q1 2024 Added 193.63%
$0
$492 Million 0.31% of portfolio
1,892
Q1 2024 Reduced 0.05%
$0
$476 Million 0.3% of portfolio
5,290
Q4 2023 New
$429B
$461 Million 0.29% of portfolio
1,652
Q1 2024 Reduced 3.45%
$157B
$449 Million 0.28% of portfolio
16,178
Q1 2024 Reduced 45.15%
$0
$445 Million 0.28% of portfolio
7,911
Q1 2024 Added 2.93%
$0
$427 Million 0.27% of portfolio
6,309
Q1 2024 Added 182.53%
$0
$411 Million 0.26% of portfolio
8,435
Q1 2024 Added 8.63%
$0
$416 Million 0.26% of portfolio
9,720
Q1 2024 Reduced 1.82%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $160 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 41 stocks
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