New Insight Wealth Advisors Incresed Positions in Q3 2024

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.27K
+ 9.79%
$520.18 - $576.82 $2.22M - $2.47M
47.9K $27.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.7K
+ 43.76%
$162.83 - $179.16 $1.75M - $1.92M
35.3K $6.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12K
+ 7.87%
$77.02 - $85.06 $927K - $1.02M
165K $13.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.5K
+ 19.81%
$44.65 - $47.21 $1.41M - $1.49M
190K $8.9B
VO
Vanguard Mid Cap ETF

ETFs
2.5K
+ 6.72%
$237.84 - $263.83 $595K - $660K
39.8K $10.5B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.91K
+ 136.09%
$211.47 - $281.27 $827K - $1.1M
6.78K $1.66B
IXN
Ishares Global Information Tec

ETFs
10.6K
+ 17.23%
$73.0 - $87.81 $771K - $927K
71.8K $5.93B
VGT
Vanguard Information Technolog

ETFs
982
+ 8.6%
$514.43 - $606.85 $505K - $596K
12.4K $7.27B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.05K
+ 89.36%
$60.84 - $67.51 $368K - $408K
12.8K $865M
VIG
Vanguard Dividend Appreciation

ETFs
415
+ 1.96%
$182.15 - $182.15 $75.6K - $75.6K
21.6K $4.29B
NVDA
Nvidia Corp

Technology
2.61K
+ 18.41%
$98.91 - $134.91 $258K - $352K
16.8K $2.04B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 16.0%
$147.95 - $191.05 $153K - $198K
7.5K $1.3B
VBK
Vanguard Small Cap Growth ETF

ETFs
422
+ 30.78%
$240.48 - $267.94 $101K - $113K
1.79K $479M
FCAL
First Tr Iii Calif Mun High In

ETFs
2.14K
+ 9.22%
$49.34 - $50.4 $106K - $108K
25.4K $1.27B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
155
+ 1.1%
$83.76 - $91.82 $13K - $14.2K
14.3K $1.3B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
2.71K
+ 28.61%
$29.28 - $32.18 $79.2K - $87K
12.2K $386M
QCOM
Qualcomm Inc

Technology
765
+ 64.56%
$156.12 - $209.64 $119K - $160K
1.95K $332M
SHOP
Shopify Inc.

Technology
501
+ 13.56%
$52.26 - $80.75 $26.2K - $40.5K
4.2K $336M
MINV
Matthews Asia Fds Asia Innovat
309
+ 0.67%
N/A
46.7K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 15.14%
$475.2 - $527.7 $45.6K - $50.7K
730 $385M
IYK
Ishares U.S. Consumer Staples

ETFs
306
+ 4.12%
$65.27 - $72.12 $20K - $22.1K
7.74K $546M
SCHG
Schwab Strategic Tr Us Large C

ETFs
342
+ 6.96%
$92.63 - $105.69 $31.7K - $36.1K
5.26K $548M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
100
+ 0.85%
$57.32 - $62.65 $5.73K - $6.27K
11.9K $743M
ISCB
International Speedway Corp

ETFs
40
+ 0.5%
$53.31 - $59.12 $2.13K - $2.36K
8K $470M
VOT
Vanguard Mid Cap Growth Index

ETFs
101
+ 8.91%
$218.05 - $243.47 $22K - $24.6K
1.24K $301M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.26K
+ 15.06%
$25.38 - $26.27 $32.1K - $33.2K
9.66K $254M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
100
+ 1.4%
$30.61 - $34.92 $3.06K - $3.49K
7.23K $250M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 4.95%
$801.83 - $917.05 $11.2K - $12.8K
297 $264M
GOOG
Alphabet Inc.

Communication Services
325
+ 13.42%
$149.54 - $192.66 $48.6K - $62.6K
2.75K $459M
AVGO
Broadcom Inc.

Technology
7.76K
+ 821.61%
$136.27 - $1745.86 $1.06M - $13.5M
8.7K $1.5B
MSFT
Microsoft Corp

Technology
188
+ 2.55%
$395.15 - $467.56 $74.3K - $87.9K
7.57K $3.26B
AMZN
Amazon Com Inc

Consumer Cyclical
214
+ 0.74%
$161.02 - $200.0 $34.5K - $42.8K
29.2K $5.44B
GOOGL
Alphabet Inc.

Communication Services
146
+ 0.85%
$148.65 - $191.18 $21.7K - $27.9K
17.3K $2.88B
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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