New Insight Wealth Advisors Reduced Holdings in Q1 2025

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-19.8K
- 25.74%
$78.97 - $85.82 $1.57M - $1.7M
57.2K $4.74B
AAPL
Apple Inc.

Technology
-148
- 0.81%
$209.68 - $247.1 $31K - $36.6K
18.2K $4.05B
DIAL
Columbia ETF Tr I Diversified

ETFs
-14.6K
- 27.69%
$17.36 - $17.95 $253K - $262K
38.1K $682M
WPC
W. P. Carey Inc.

Real Estate
-10.3K
- 20.53%
$53.5 - $65.05 $549K - $668K
39.8K $2.51B
IXJ
Ishares Global Healthcare ETF

ETFs
-2.64K
- 26.64%
$86.01 - $94.19 $227K - $249K
7.28K $664M
VBK
Vanguard Small Cap Growth ETF

ETFs
-460
- 25.61%
$247.97 - $296.33 $114K - $136K
1.34K $336M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.43K
- 9.42%
$40.15 - $47.73 $57.2K - $68K
13.7K $558M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.05K
- 8.76%
$57.21 - $65.8 $60K - $69K
10.9K $638M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-551
- 18.55%
$102.49 - $119.96 $56.5K - $66.1K
2.42K $253M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-5.74K
- 3.26%
$20.82 - $22.08 $120K - $127K
170K $3.65B
ISCB
International Speedway Corp

ETFs
-226
- 2.89%
$53.73 - $61.7 $12.1K - $13.9K
7.59K $411M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-235
- 2.23%
$37.9 - $43.9 $8.91K - $10.3K
10.3K $395M
VOT
Vanguard Mid Cap Growth Index

ETFs
-120
- 9.08%
$237.72 - $276.98 $28.5K - $33.2K
1.2K $294M
CSCO
Cisco Systems, Inc.

Technology
-837
- 11.84%
$58.74 - $64.87 $49.2K - $54.3K
6.23K $385M
PINS
Pinterest, Inc.

Communication Services
-2.4K
- 10.17%
$29.79 - $40.0 $71.5K - $96K
21.2K $657M
QCOM
Qualcomm Inc

Technology
-74
- 3.94%
$151.94 - $175.86 $11.2K - $13K
1.81K $277M
PFF
Ishares Trust Ishares Pfd And

ETFs
-150
- 1.99%
$30.73 - $32.26 $4.61K - $4.84K
7.41K $228M
MUB
Ishares National Muni Bond ETF

ETFs
-54
- 2.72%
$104.71 - $107.69 $5.65K - $5.82K
1.93K $204M
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 1.94%
$308.86 - $455.36 $3.71K - $5.46K
605 $213M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-210
- 1.45%
$87.68 - $94.52 $18.4K - $19.8K
14.3K $1.34B
UBER
Uber Technologies, Inc

Technology
-903
- 9.45%
$63.17 - $81.49 $57K - $73.6K
8.66K $631M
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
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