New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025

New Insight Wealth Advisors has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 94 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 $28.2B, Schwab Strategic Tr Us Dividen with a value of $16.8B, Fidelity Merrimack Str Tr Tota with a value of $14.6B, Vanguard Mid Cap ETF with a value of $12.1B, and Invesco S&P 500 Equal Weight E with a value of $11.6B.

Examining the 13F form we can see an increase of $20.6B in the current position value, from $200B to 220B.

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 $220 Billion
ETFs: $151 Billion
Consumer Cyclical: $20.6 Billion
Technology: $18.1 Billion
Real Estate: $8.6 Billion
Communication Services: $7.66 Billion
Healthcare: $4.92 Billion
Financial Services: $3.31 Billion
Consumer Defensive: $319 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Billion 12.8% of portfolio
50,152
Q1 2025 Added 7.28%
$0
$16.8 Billion 7.61% of portfolio
599,461
Q1 2025 Added 14.76%
$0
$14.6 Billion 6.63% of portfolio
319,824
Q1 2025 Added 28.86%
$0
$12.1 Billion 5.48% of portfolio
46,631
Q1 2025 Added 15.86%
$0
$11.6 Billion 5.27% of portfolio
66,972
Q1 2025 Added 23.19%
$0
$10.9 Billion 4.96% of portfolio
113,291
Q1 2025 Added 2.55%
$0
$8.17 Billion 3.71% of portfolio
15,058
Q1 2025 Added 15.38%
$0
$6.71 Billion 3.05% of portfolio
88,545
Q1 2025 Added 12.43%
$1.88T
$6.04 Billion 2.74% of portfolio
31,771
Q1 2025 Added 10.89%
$891B
$5.89 Billion 2.67% of portfolio
22,721
Q1 2025 Added 4.08%
$51.5B
$5.57 Billion 2.53% of portfolio
33,550
Q1 2025 Added 0.23%
$0
$4.8 Billion 2.18% of portfolio
24,718
Q1 2025 Added 5.3%
$0
$4.74 Billion 2.15% of portfolio
57,191
Q1 2025 Reduced 25.74%
$5.62B
$4.28 Billion 1.94% of portfolio
120,000
Q1 2025 New
$3.42T
$4.05 Billion 1.84% of portfolio
18,230
Q1 2025 Reduced 0.81%
$2.95T
$3.96 Billion 1.8% of portfolio
10,558
Q1 2025 Added 33.93%
$0
$3.65 Billion 1.66% of portfolio
170,189
Q1 2025 Reduced 3.26%
$137B
$3.45 Billion 1.57% of portfolio
136,138
Q1 2025 New
$957B
$3.18 Billion 1.45% of portfolio
20,588
Q1 2025 Added 16.19%
$1.25T
$3 Billion 1.36% of portfolio
5,197
Q1 2025 Added 15.54%
$0
$2.76 Billion 1.25% of portfolio
33,345
Q1 2025 Added 8.32%
$12.9B
$2.51 Billion 1.14% of portfolio
39,750
Q1 2025 Reduced 20.53%
$0
$2.09 Billion 0.95% of portfolio
22,850
Q1 2025 Added 65.24%
$271B
$2.02 Billion 0.92% of portfolio
18,668
Q1 2025 Added 13.27%
$316B
$2.02 Billion 0.92% of portfolio
15,260
Q1 2025 New
$0
$2 Billion 0.91% of portfolio
15,538
Q1 2025 Added 4.32%
$0
$1.76 Billion 0.8% of portfolio
28,030
Q1 2025 Added 49.8%
$1.62B
$1.58 Billion 0.72% of portfolio
31,847
Q1 2025 New
$0
$1.51 Billion 0.69% of portfolio
23,024
Q1 2025 Added 58.4%
$0
$1.47 Billion 0.67% of portfolio
30,202
Q1 2025 Added 11.44%
$0
$1.47 Billion 0.67% of portfolio
6,959
Q1 2025 Added 8.65%
$78B
$1.43 Billion 0.65% of portfolio
8,559
Q1 2025 Added 0.43%
$0
$1.34 Billion 0.61% of portfolio
14,320
Q1 2025 Reduced 1.45%
$187B
$1.29 Billion 0.59% of portfolio
2,365
Q1 2025 Added 8.69%
$864B
$1.29 Billion 0.58% of portfolio
7,751
Q1 2025 Added 7.52%
$48.2B
$1.26 Billion 0.57% of portfolio
9,842
Q4 2023 New
-
$1.24 Billion 0.56% of portfolio
-
Q1 2025 Added 0.35%
$12.1B
$1.1 Billion 0.5% of portfolio
88,236
Q1 2025 Added 14.45%
$0
$1.08 Billion 0.49% of portfolio
46,278
Q1 2025 Added 10.31%
$269B
$1 Billion 0.45% of portfolio
3,729
Q1 2025 Added 5.13%
$345B
$868 Million 0.39% of portfolio
4,144
Q1 2025 Added 2.07%
$0
$759 Million 0.34% of portfolio
10,609
Q1 2025 Added 19.97%
$718B
$684 Million 0.31% of portfolio
2,790
Q1 2025 Added 8.35%
$0
$673 Million 0.31% of portfolio
59,910
Q1 2025 Added 29.79%
$0
$682 Million 0.31% of portfolio
38,137
Q1 2025 Reduced 27.69%
$14.9B
$657 Million 0.3% of portfolio
21,193
Q1 2025 Reduced 10.17%
$0
$664 Million 0.3% of portfolio
7,278
Q1 2025 Reduced 26.64%
$565B
$659 Million 0.3% of portfolio
1,880
Q1 2025 Added 19.75%
$0
$629 Million 0.29% of portfolio
12,710
Q1 2025 Added 7.85%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $220 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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