New Insight Wealth Advisors Reduced Holdings in Q3 2025

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-186K
- 32.03%
$26.38 - $27.95 $4.91M - $5.2M
395K $10.8B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-88.9K
- 63.24%
$20.38 - $21.7 $1.81M - $1.93M
51.7K $1.09B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.47K
- 13.29%
$181.56 - $190.33 $1.54M - $1.61M
55.3K $10.5B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-7.52K
- 13.42%
$86.07 - $90.74 $647K - $682K
48.5K $4.35B
SPG
Simon Property Group Inc

Real Estate
-6.3K
- 21.32%
$159.93 - $187.67 $1.01M - $1.18M
23.3K $4.36B
WPC
W. P. Carey Inc.

Real Estate
-8.53K
- 22.28%
$61.29 - $68.7 $523K - $586K
29.8K $2.01B
CRM
Salesforce, Inc.

Technology
-549
- 15.22%
$231.66 - $273.65 $127K - $150K
3.06K $725M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-10.7K
- 10.03%
$100.63 - $112.27 $1.07M - $1.2M
95.6K $10.6B
META
Meta Platforms, Inc.

Communication Services
-218
- 3.85%
$695.21 - $791.73 $152K - $173K
5.45K $4B
PFE
Pfizer Inc

Healthcare
-14.7K
- 8.74%
$23.29 - $25.88 $342K - $380K
153K $3.9B
Vanguard Instl Index Fd
-1.61K
- 20.96%
N/A
6.06K $458M
PINS
Pinterest, Inc.

Communication Services
-748
- 3.53%
$32.17 - $39.17 $24.1K - $29.3K
20.4K $658M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.4K
- 28.62%
$72.57 - $74.72 $102K - $105K
3.49K $260M
FCAL
First Tr Iii Calif Mun High In

ETFs
-2.09K
- 13.78%
$47.44 - $48.99 $99.1K - $102K
13.1K $638M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.11K
- 3.09%
$82.38 - $83.0 $91.6K - $92.3K
34.9K $2.9B
IXJ
Ishares Global Healthcare ETF

ETFs
-1.01K
- 28.85%
$82.73 - $89.14 $83.1K - $89.6K
2.48K $220M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.36K
- 8.94%
$132.9 - $142.03 $180K - $193K
13.8K $1.95B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.42K
- 20.74%
$31.31 - $34.54 $75.6K - $83.4K
9.23K $311M
VIG
Vanguard Dividend Appreciation

ETFs
-1.51K
- 5.98%
N/A
23.8K $5.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-446
- 16.6%
$97.75 - $100.75 $43.6K - $44.9K
2.24K $225M
IYK
Ishares U.S. Consumer Staples

ETFs
-250
- 2.33%
$67.65 - $71.68 $16.9K - $17.9K
10.5K $718M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.09K
- 8.98%
$50.02 - $53.28 $54.5K - $58.1K
11.1K $578M
CSCO
Cisco Systems, Inc.

Technology
-329
- 6.14%
$66.2 - $71.79 $21.8K - $23.6K
5.03K $344M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.12K
- 12.78%
$30.67 - $32.13 $34.4K - $36K
7.65K $242M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.8%
$915.95 - $994.57 $5.5K - $5.97K
328 $303M
MRNA
Moderna, Inc.

Healthcare
-350
- 3.57%
$23.51 - $34.67 $8.23K - $12.1K
9.46K $244M
IYG
Ishares Tr

ETFs
-597
- 8.55%
$85.16 - $90.57 $50.8K - $54.1K
6.39K $573M
LLY
Eli Lilly & CO

Healthcare
-21
- 5.33%
$625.65 - $812.69 $13.1K - $17.1K
373 $285M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.64K
- 14.06%
$42.88 - $49.1 $70.5K - $80.7K
10K $485M
VOT
Vanguard Mid Cap Growth Index

ETFs
-97
- 9.07%
$282.75 - $294.19 $27.4K - $28.5K
972 $286M
ILCG
Ishares Morningstar Growth ETF
-526
- 9.85%
N/A
4.81K $502M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-313
- 2.2%
$92.18 - $95.14 $28.9K - $29.8K
13.9K $1.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.1K
- 9.65%
$28.92 - $32.19 $60.6K - $67.5K
19.6K $626M
UBER
Uber Technologies, Inc

Technology
-449
- 5.74%
$86.91 - $99.57 $39K - $44.7K
7.37K $722M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-876
- 9.05%
$40.43 - $44.52 $35.4K - $39K
8.8K $388M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-500
- 2.88%
$31.73 - $33.71 $15.9K - $16.9K
16.9K $568M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-153
- 4.16%
N/A
3.53K $350M
ISCB
International Speedway Corp

ETFs
-496
- 6.98%
$58.42 - $64.36 $29K - $31.9K
6.61K $419M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-4.88K
- 5.72%
$11.64 - $15.79 $56.8K - $77.1K
80.5K $1.18B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-11
- 0.48%
$91.28 - $97.59 $1K - $1.07K
2.3K $221M
DASH
Door Dash, Inc.

Communication Services
-103
- 6.59%
$234.5 - $272.5 $24.2K - $28.1K
1.46K $397M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 3.55%
$567.77 - $614.76 $14.2K - $15.4K
679 $416M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-43
- 1.88%
$108.46 - $120.63 $4.66K - $5.19K
2.24K $267M
JPM
Jpmorgan Chase & CO

Financial Services
-153
- 5.48%
$282.78 - $316.06 $43.3K - $48.4K
2.64K $832M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.26%
$303.93 - $329.86 $1.52K - $1.65K
1.9K $623M
PLTR
Palantir Technologies Inc.

Technology
-250
- 9.03%
$130.68 - $186.97 $32.7K - $46.7K
2.52K $460M
SHOP
Shopify Inc.

Technology
-210
- 5.17%
$112.11 - $157.12 $23.5K - $33K
3.85K $572M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-294
- 5.44%
$275.84 - $326.36 $81.1K - $95.9K
5.11K $1.67B
ABBV
Abb Vie Inc.

Healthcare
-37
- 0.9%
$184.85 - $231.54 $6.84K - $8.57K
4.09K $947M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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