New Insight Wealth Advisors Purchases in Q2 2025

New Insight Wealth Advisors

  • $243 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Virtus ETF Tr Ii
70.8K
+ 45.3%
N/A
227K $5.7B
VO
Vanguard Mid Cap ETF

ETFs
1.65K
+ 3.54%
$228.54 - $279.83 $377K - $462K
48.3K $13.5B
MSFT
Microsoft Corp

Technology
163
+ 1.54%
$354.56 - $497.45 $57.8K - $81.1K
10.7K $5.33B
META
Meta Platforms, Inc.

Communication Services
471
+ 9.06%
$484.66 - $738.09 $228K - $348K
5.67K $4.18B
FDVV
Fidelity High Dividend ETF

ETFs
20.6K
New
$43.6 - $52.02 $898K - $1.07M
20.6K $1.07B
AMZN
Amazon Com Inc

Consumer Cyclical
561
+ 1.77%
$167.32 - $223.3 $93.9K - $125K
32.3K $7.09B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.1K
+ 27.11%
$141.37 - $228.57 $297K - $480K
9.85K $2.23B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.8K
+ 6.2%
$44.68 - $45.96 $887K - $912K
340K $15.5B
GS
Goldman Sachs Group Inc

Financial Services
646
+ 27.32%
$462.22 - $707.75 $299K - $457K
3.01K $2.13B
MRVL
Marvell Technology, Inc.

Technology
10.8K
New
$49.38 - $79.97 $531K - $860K
10.8K $833M
BNDX
Vanguard Total International B

ETFs
15.9K
New
$48.77 - $49.55 $777K - $789K
15.9K $788M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.1 - $51.02 $638K - $650K
12.7K $650M
PFE
Pfizer Inc

Healthcare
31.7K
+ 23.28%
$21.59 - $24.84 $684K - $787K
168K $4.07B
Vanguard Instl Index Fd
7.66K
New
N/A
7.66K $579M
MUB
Ishares National Muni Bond ETF

ETFs
4.92K
+ 255.0%
$102.31 - $105.8 $504K - $521K
6.86K $716M
VIG
Vanguard Dividend Appreciation

ETFs
619
+ 2.5%
N/A
25.3K $5.19B
IYW
Ishares Dj Us Tech ETF

ETFs
2.24K
New
$122.57 - $173.27 $274K - $388K
2.24K $388M
RBLX
Roblox Corp

Communication Services
3.56K
New
$51.22 - $105.59 $182K - $376K
3.56K $375M
O
Realty Income Corp

Real Estate
5.42K
+ 60.34%
$52.27 - $58.52 $283K - $317K
14.4K $829M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.77K
New
$48.13 - $49.85 $278K - $288K
5.77K $283M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.57K
New
$51.14 - $57.0 $234K - $260K
4.57K $260M
NOW
Service Now, Inc.

Technology
157
+ 38.48%
$721.65 - $1040.18 $113K - $163K
565 $581M
UNH
Unitedhealth Group Inc

Healthcare
814
New
$274.35 - $599.47 $223K - $488K
814 $254M
INTF
Ishares Tr

ETFs
5.9K
+ 41.93%
$27.6 - $34.51 $163K - $204K
20K $684M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
946
+ 4.11%
$58.41 - $72.69 $55.3K - $68.8K
24K $1.74B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
+ 8.09%
$82.21 - $83.12 $222K - $224K
36K $2.99B
QQQ
Invesco Qqq Trust, Series 1

ETFs
399
New
$416.06 - $551.64 $166K - $220K
399 $220M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.31K
New
$73.7 - $90.98 $170K - $210K
2.31K $210M
ADSK
Autodesk, Inc.

Technology
679
New
N/A
679 $210M
MSTR
Microstrategy Inc

Technology
518
New
$237.95 - $421.61 $123K - $218K
518 $209M
RMBS
Rambus Inc

Technology
3.24K
New
$42.9 - $64.02 $139K - $207K
3.24K $207M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
495
+ 2.17%
$82.17 - $99.96 $40.7K - $49.5K
23.3K $2.29B
APP
App Lovin Corp

Technology
113
+ 12.94%
$219.37 - $417.89 $24.8K - $47.2K
986 $345M
FDEM
Fidelity Emerging Markets Mult
1.85K
+ 9.41%
N/A
21.5K $602M
UA
Under Armour Inc Cl C

Consumer Cyclical
13.4K
+ 128.34%
$4.73 - $6.59 $63.4K - $88.4K
23.9K $155M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.21%
$146.58 - $180.01 $1.03K - $1.26K
3.37K $597M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.11%
$243.75 - $303.93 $488 - $608
1.9K $579M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.36K
+ 18.35%
$29.0 - $30.68 $39.4K - $41.7K
8.77K $269M
V
Visa Inc.

Financial Services
21
+ 1.12%
$308.27 - $373.31 $6.47K - $7.84K
1.9K $675M
IYK
Ishares U.S. Consumer Staples

ETFs
138
+ 1.3%
$67.29 - $72.42 $9.29K - $9.99K
10.7K $757M
LLY
Eli Lilly & CO

Healthcare
13
+ 3.41%
$713.71 - $898.95 $9.28K - $11.7K
394 $307M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
256
+ 1.68%
$99.37 - $134.05 $25.4K - $34.3K
15.5K $1.76B
Activity Summary
Buys All Purchases 43 New Holdings 15 Increased Positions 28 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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