New Insight Wealth Advisors has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Billion distributed in 90 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 $27.5B, Schwab Strategic Tr Us Dividen with a value of $14.3B, Vanguard S&P Small Cap 600 ETF with a value of $11.7B, Fidelity Merrimack Str Tr Tota with a value of $11.1B, and Vanguard Mid Cap ETF with a value of $10.6B.
Examining the 13F form we can see an increase of $9.63B in the current position value, from $190B to 200B.
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.
