New Insight Wealth Advisors has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 84 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 $19.6B, Vanguard S&P Small Cap 600 ETF with a value of $11.6B, Schwab Strategic Tr Us Dividen with a value of $11.4B, Vanguard Mid Cap ETF with a value of $8.24B, and Simon Property Group Inc with a value of $7.86B.
Examining the 13F form we can see an increase of $11.7B in the current position value, from $148B to 160B.
Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.
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.