New Insight Wealth Advisors New Holdings in Q1 2024

New Insight Wealth Advisors

  • $160 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
623
New
$429.43 - $481.35 $268K - $300K
623 $299M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.26K
New
$54.97 - $61.53 $234K - $262K
4.26K $262M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
8.51K
New
$27.84 - $30.9 $237K - $263K
8.51K $261M
VBK
Vanguard Small Cap Growth ETF

ETFs
915
New
$231.0 - $260.72 $211K - $239K
915 $239M
NOW
Service Now, Inc.

Technology
296
New
$671.87 - $812.94 $199K - $241K
296 $226M
VOT
Vanguard Mid Cap Growth Index

ETFs
920
New
$212.21 - $235.79 $195K - $217K
920 $217M
COST
Costco Wholesale Corp

Consumer Defensive
277
New
$644.69 - $785.59 $179K - $218K
277 $203M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 42 Reductions 41 Sold out 1 Options Calls 0 Puts 0
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