New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $170 Billion
  • Q2 2024

New Insight Wealth Advisors has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 83 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 $23.9B, Schwab Strategic Tr Us Dividen with a value of $11.9B, Vanguard S&P Small Cap 600 ETF with a value of $11.3B, Vanguard Mid Cap ETF with a value of $9.02B, and Fidelity Merrimack Str Tr Tota with a value of $7.14B.

Examining the 13F form we can see an increase of $9.72B in the current position value, from $160B to 170B.

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 $170 Billion
ETFs: $115 Billion
Technology: $15.8 Billion
Consumer Cyclical: $15.3 Billion
Real Estate: $10.3 Billion
Communication Services: $7.43 Billion
Financial Services: $2.31 Billion
Healthcare: $2.1 Billion
Consumer Defensive: $241 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$76.7 Million 0.05% of portfolio
11,748
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $170 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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