New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

New Insight Wealth Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.7B, Schwab Strategic Tr Us Dividen with a value of $13.9B, Vanguard S&P Small Cap 600 ETF with a value of $12.4B, Vanguard Mid Cap ETF with a value of $10.5B, and Fidelity Merrimack Str Tr Tota with a value of $8.9B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $170B to 190B.

New Insight Wealth Advisors is based out at San Ramon, CA

Below you can find more details about New Insight Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $134 Billion
Technology: $16.5 Billion
Consumer Cyclical: $16.3 Billion
Real Estate: $10 Billion
Communication Services: $7.07 Billion
Financial Services: $2.32 Billion
Healthcare: $1.66 Billion
Consumer Defensive: $264 Million
Other: $206 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$215 Million 0.11% of portfolio
18,050
Q1 2024 Reduced 2.7%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $190 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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