New Insight Wealth Advisors Reduced Holdings in Q2 2025

New Insight Wealth Advisors

  • $243 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.6K
- 3.1%
$24.32 - $27.87 $452K - $518K
581K $15.4B
SPG
Simon Property Group Inc

Real Estate
-3.99K
- 11.9%
$140.37 - $171.44 $560K - $684K
29.6K $4.75B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-29.6K
- 17.38%
$18.68 - $21.54 $552K - $637K
141K $2.87B
FCAL
First Tr Iii Calif Mun High In

ETFs
-15K
- 49.8%
$47.18 - $49.3 $710K - $741K
15.2K $727M
AAPL
Apple Inc.

Technology
-556
- 3.05%
$172.42 - $223.89 $95.9K - $124K
17.7K $3.63B
IXJ
Ishares Global Healthcare ETF

ETFs
-3.79K
- 52.13%
$82.3 - $90.02 $312K - $342K
3.48K $300M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-18.8K
- 31.34%
$10.51 - $11.34 $197K - $213K
41.1K $459M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-7.08K
- 6.25%
$83.8 - $101.39 $593K - $718K
106K $10.8B
DIAL
Columbia ETF Tr I Diversified

ETFs
-9.2K
- 24.13%
$17.43 - $18.18 $160K - $167K
28.9K $527M
VB
Vanguard Small Cap ETF

ETFs
-694
- 32.57%
$193.73 - $237.37 $134K - $165K
1.44K $341M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.61K
- 30.43%
N/A
3.68K $345M
WPC
W. P. Carey Inc.

Real Estate
-1.46K
- 3.66%
$56.12 - $64.53 $81.7K - $93.9K
38.3K $2.39B
ABBV
Abb Vie Inc.

Healthcare
-16
- 0.39%
$170.16 - $206.27 $2.72K - $3.3K
4.13K $766M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.51K
- 9.75%
$22.4 - $23.8 $101K - $107K
41.8K $994M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-3.08K
- 13.96%
$19.47 - $20.4 $60K - $62.8K
19K $382M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-2.02K
- 14.75%
$34.78 - $43.42 $70.3K - $87.8K
11.7K $506M
QCOM
Qualcomm Inc

Technology
-384
- 21.26%
$124.66 - $159.48 $47.9K - $61.2K
1.42K $226M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.59K
- 14.9%
$24.14 - $25.43 $38.3K - $40.4K
9.07K $225M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.26K
- 4.86%
$152.93 - $181.74 $498K - $592K
63.7K $11.6B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-570
- 4.48%
$43.28 - $50.37 $24.7K - $28.7K
12.1K $608M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-658
- 10.18%
$36.2 - $38.97 $23.8K - $25.6K
5.8K $226M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-387
- 13.78%
$94.8 - $117.22 $36.7K - $45.4K
2.42K $283M
CRM
Salesforce, Inc.

Technology
-122
- 3.27%
$236.26 - $291.15 $28.8K - $35.5K
3.61K $984M
MRNA
Moderna, Inc.

Healthcare
-210
- 2.1%
$23.65 - $28.54 $4.97K - $5.99K
9.81K $271M
CSCO
Cisco Systems, Inc.

Technology
-875
- 14.04%
$53.19 - $69.38 $46.5K - $60.7K
5.36K $372M
ROST
Ross Stores, Inc.

Consumer Cyclical
-69
- 0.7%
$126.62 - $154.26 $8.74K - $10.6K
9.77K $1.25B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-107
- 0.75%
$85.42 - $94.39 $9.14K - $10.1K
14.2K $1.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-133
- 5.5%
$90.56 - $109.49 $12K - $14.6K
2.29K $250M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-624
- 6.06%
$33.38 - $40.81 $20.8K - $25.5K
9.68K $394M
ISCB
International Speedway Corp

ETFs
-489
- 6.44%
$47.12 - $58.28 $23K - $28.5K
7.11K $414M
VOT
Vanguard Mid Cap Growth Index

ETFs
-133
- 11.06%
$216.28 - $284.39 $28.8K - $37.8K
1.07K $304M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.18%
$908.13 - $1056.85 $3.63K - $4.23K
334 $330M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-44
- 5.88%
$456.74 - $568.03 $20.1K - $25K
704 $400M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-370
- 2.38%
$114.78 - $133.31 $42.5K - $49.3K
15.2K $2.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-177
- 1.62%
$51.16 - $62.02 $9.06K - $11K
10.8K $667M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.56K
- 22.39%
$179.95 - $278.88 $280K - $434K
5.4K $1.51B
IYG
Ishares Tr

ETFs
-38
- 0.54%
$68.9 - $85.6 $2.62K - $3.25K
6.99K $598M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-100
- 0.57%
$27.24 - $33.15 $2.72K - $3.32K
17.4K $573M
SHOP
Shopify Inc.

Technology
-94
- 2.26%
$76.89 - $115.35 $7.23K - $10.8K
4.06K $469M
ILCG
Ishares Morningstar Growth ETF
-140
- 2.56%
N/A
5.34K $517M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2.9K
- 3.29%
$10.8 - $16.92 $31.3K - $49.1K
85.3K $1.17B
DASH
Door Dash, Inc.

Communication Services
-65
- 3.99%
$163.16 - $246.51 $10.6K - $16K
1.56K $385M
UBER
Uber Technologies, Inc

Technology
-837
- 9.67%
$64.62 - $93.3 $54.1K - $78.1K
7.82K $730M
PLTR
Palantir Technologies Inc.

Technology
-442
- 13.77%
$74.01 - $144.25 $32.7K - $63.8K
2.77K $377M
MINV
Matthews Asia Fds Asia Innovat
-397
- 0.9%
N/A
43.8K $1.37B
XSMO
Invesco S&P Smallcap Momentum

ETFs
-218
- 0.78%
$55.15 - $68.11 $12K - $14.8K
27.8K $1.89B
GOOGL
Alphabet Inc.

Communication Services
-1.54K
- 7.48%
$144.7 - $178.6 $223K - $275K
19K $3.36B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.16K
- 2.02%
$75.29 - $91.16 $87.2K - $106K
56K $5.05B
AVGO
Broadcom Inc.

Technology
-1.2K
- 14.01%
$146.29 - $275.65 $175K - $331K
7.36K $2.03B
Activity Summary
Buys All Purchases 43 New Holdings 15 Increased Positions 28 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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