New Insight Wealth Advisors Incresed Positions in Q1 2025

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
71.6K
+ 28.86%
$44.41 - $45.98 $3.18M - $3.29M
320K $14.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.1K
+ 14.76%
$27.01 - $28.54 $2.08M - $2.2M
599K $16.8B
Virtus ETF Tr Ii
89.7K
+ 134.77%
N/A
156K $3.71B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.6K
+ 23.19%
$169.43 - $182.84 $2.14M - $2.31M
67K $11.6B
VO
Vanguard Mid Cap ETF

ETFs
6.39K
+ 15.86%
$251.87 - $277.95 $1.61M - $1.77M
46.6K $12.1B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.02K
+ 65.24%
$89.18 - $104.04 $805K - $939K
22.9K $2.09B
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
+ 7.28%
$554.06 - $615.85 $1.89M - $2.1M
50.2K $28.2B
MSFT
Microsoft Corp

Technology
2.68K
+ 33.93%
$375.39 - $447.2 $1M - $1.2M
10.6K $3.96B
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.32K
+ 49.8%
$59.97 - $70.03 $559K - $653K
28K $1.76B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.49K
+ 58.4%
$64.88 - $72.1 $551K - $612K
23K $1.51B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.56K
+ 8.32%
$81.83 - $82.73 $209K - $212K
33.3K $2.76B
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.5K
+ 108.47%
$20.08 - $20.62 $230K - $237K
22.1K $444M
INTF
Ishares Tr

ETFs
6.87K
+ 95.3%
$28.43 - $31.96 $195K - $220K
14.1K $434M
VIG
Vanguard Dividend Appreciation

ETFs
1.25K
+ 5.3%
N/A
24.7K $4.8B
VB
Vanguard Small Cap ETF

ETFs
927
+ 76.99%
$217.89 - $252.64 $202K - $234K
2.13K $473M
IYK
Ishares U.S. Consumer Staples

ETFs
1.77K
+ 19.97%
$63.29 - $71.8 $112K - $127K
10.6K $759M
V
Visa Inc.

Financial Services
310
+ 19.75%
$306.92 - $362.71 $95.1K - $112K
1.88K $659M
O
Realty Income Corp

Real Estate
2.15K
+ 31.56%
$51.67 - $58.49 $111K - $126K
8.97K $521M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
13.8K
+ 29.79%
$11.17 - $11.61 $154K - $160K
59.9K $673M
ABBV
Abb Vie Inc.

Healthcare
84
+ 2.07%
$169.2 - $216.66 $14.2K - $18.2K
4.14K $868M
FCAL
First Tr Iii Calif Mun High In

ETFs
3.1K
+ 11.44%
$48.53 - $49.76 $150K - $154K
30.2K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.4K
+ 40.1%
$71.17 - $73.66 $99.6K - $103K
4.89K $359M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
643
+ 4.32%
$126.11 - $135.06 $81.1K - $86.8K
15.5K $2B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.32K
+ 10.31%
$23.32 - $23.84 $101K - $103K
46.3K $1.08B
IYG
Ishares Tr

ETFs
1.18K
+ 20.13%
$74.6 - $84.81 $87.8K - $99.8K
7.02K $552M
FDEM
Fidelity Emerging Markets Mult
3.43K
+ 21.11%
N/A
19.6K $502M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.1K
+ 14.45%
$10.61 - $16.49 $118K - $184K
88.2K $1.1B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.53K
+ 9.56%
$28.25 - $31.5 $43.1K - $48K
17.5K $523M
JPM
Jpmorgan Chase & CO

Financial Services
215
+ 8.35%
$225.19 - $279.95 $48.4K - $60.2K
2.79K $684M
RWK
Invesco Exchange Traded Fd Tr

ETFs
722
+ 34.6%
$106.43 - $123.29 $76.8K - $89K
2.81K $303M
VGT
Vanguard Information Technolog

ETFs
2.01K
+ 15.38%
$542.38 - $646.34 $1.09M - $1.3M
15.1K $8.17B
PLTR
Palantir Technologies Inc.

Technology
268
+ 9.11%
$64.98 - $124.62 $17.4K - $33.4K
3.21K $271M
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 14.19%
$890.62 - $1076.86 $37.4K - $45.2K
338 $319M
GS
Goldman Sachs Group Inc

Financial Services
189
+ 8.69%
$524.81 - $672.19 $99.2K - $127K
2.37K $1.29B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
395
+ 10.92%
$77.7 - $78.94 $30.7K - $31.2K
4.01K $317M
IXN
Ishares Global Information Tec

ETFs
9.79K
+ 12.43%
$75.73 - $88.4 $741K - $865K
88.5K $6.71B
MINV
Matthews Asia Fds Asia Innovat
153
+ 0.35%
N/A
44.2K $1.24B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
925
+ 7.85%
$48.02 - $53.02 $44.4K - $49K
12.7K $629M
NOW
Service Now, Inc.

Technology
119
+ 41.18%
$783.83 - $1170.39 $93.3K - $139K
408 $325M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
110
+ 1.73%
$38.0 - $38.88 $4.18K - $4.28K
6.46K $247M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
337
+ 3.26%
$25.12 - $26.05 $8.47K - $8.78K
10.7K $269M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33
+ 4.62%
$507.05 - $563.67 $16.7K - $18.6K
748 $384M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
975
+ 6.62%
$31.63 - $35.22 $30.8K - $34.3K
15.7K $502M
ILCG
Ishares Morningstar Growth ETF
394
+ 7.75%
N/A
5.48K $444M
GOOG
Alphabet Inc.

Communication Services
539
+ 19.1%
$156.06 - $207.71 $84.1K - $112K
3.36K $525M
APP
App Lovin Corp

Technology
87
+ 11.07%
$238.08 - $510.13 $20.7K - $44.4K
873 $231M
SCHG
Schwab Strategic Tr Us Large C

ETFs
852
+ 4.08%
$24.91 - $29.02 $21.2K - $24.7K
21.7K $544M
MRNA
Moderna, Inc.

Healthcare
1.48K
+ 17.3%
$28.35 - $47.53 $41.9K - $70.2K
10K $284M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
554
+ 8.65%
$211.47 - $267.17 $117K - $148K
6.96K $1.47B
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email