New Insight Wealth Advisors Purchases and Sells in Q2 2025

New Insight Wealth Advisors

$243 Billion
Q2 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIRTUS ETF TR II	70.8K + 45.3%	N/A	227K $5.7B
VO	1.65K + 3.54%	$228.54 - $279.83 $377K - $462K	48.3K $13.5B
MSFT	163 + 1.54%	$354.56 - $497.45 $57.8K - $81.1K	10.7K $5.33B
META	471 + 9.06%	$484.66 - $738.09 $228K - $348K	5.67K $4.18B
AMZN	561 + 1.77%	$167.32 - $223.3 $93.9K - $125K	32.3K $7.09B
TSM	2.1K + 27.11%	$141.37 - $228.57 $297K - $480K	9.85K $2.23B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDVV	20.6K New	$43.6 - $52.02 $898K - $1.07M	20.6K $1.07B
MRVL	10.8K New	$49.38 - $79.97 $531K - $860K	10.8K $833M
BNDX	15.9K New	$48.77 - $49.55 $777K - $789K	15.9K $788M
FLOT	12.7K New	$50.1 - $51.02 $638K - $650K	12.7K $650M
VANGUARD INSTL INDEX FD	7.66K New	N/A	7.66K $579M
IYW	2.24K New	$122.57 - $173.27 $274K - $388K	2.24K $388M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-18.6K - 3.1%	$24.32 - $27.87 $452K - $518K	581K $15.4B
SPG	-3.99K - 11.9%	$140.37 - $171.44 $560K - $684K	29.6K $4.75B
PEY	-29.6K - 17.38%	$18.68 - $21.54 $552K - $637K	141K $2.87B
FCAL	-15K - 49.8%	$47.18 - $49.3 $710K - $741K	15.2K $727M
AAPL	-556 - 3.05%	$172.42 - $223.89 $95.9K - $124K	17.7K $3.63B
IXJ	-3.79K - 52.13%	$82.3 - $90.02 $312K - $342K	3.48K $300M

Activity Summary All Purchases 43 New Holdings 15 Increased Positions 28 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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