New Insight Wealth Advisors Top Holdings and 13F Report (2024) About New Insight Wealth AdvisorsInvestment ActivityNew Insight Wealth Advisors has $169.88 million in total holdings as of June 30, 2024.New Insight Wealth Advisors owns shares of 83 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.63% of the portfolio was purchased this quarter.About 4.05% of the portfolio was sold this quarter.This quarter, New Insight Wealth Advisors has purchased 84 new stocks and bought additional shares in 44 stocks.New Insight Wealth Advisors sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $23,897,837Schwab US Dividend Equity ETF $11,894,078Vanguard S&P Small-Cap 600 ETF $11,294,296Vanguard Mid-Cap ETF $9,018,538Fidelity Total Bond ETF $7,139,088 Largest New Holdings this Quarter VanEck Semiconductor ETF $748,991 HoldingSPDR Portfolio High Yield Bond ETF $568,787 HoldingFidelity Emerging Markets Multifactor ETF $390,584 HoldingCrowdStrike $240,260 HoldingQUALCOMM $236,028 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 6,304 shares (about $3.45M)NVIDIA 12,843 shares (about $1.59M)Fidelity Total Bond ETF 27,564 shares (about $1.24M)Vanguard Mid-Cap ETF 4,276 shares (about $1.04M)Schwab US Dividend Equity ETF 11,690 shares (about $909.01K) Largest Sales this Quarter Simon Property Group 6,153 shares (about $934.02K)First Trust Stoxx European Select Dividend Index Fund 73,670 shares (about $862.65K)Uber Technologies 5,488 shares (about $398.87K)Vanguard High Dividend Yield ETF 2,862 shares (about $339.43K)Invesco High Yield Equity Dividend Achievers ETF 16,686 shares (about $327.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Insight Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$23,897,837$3,449,703 ▲16.9%43,67114.1%ETFSCHDSchwab US Dividend Equity ETF$11,894,078$909,013 ▲8.3%152,9597.0%ETFVIOOVanguard S&P Small-Cap 600 ETF$11,294,296$73,069 ▲0.7%115,0016.6%ETFVOVanguard Mid-Cap ETF$9,018,538$1,035,228 ▲13.0%37,2515.3%ETFFBNDFidelity Total Bond ETF$7,139,088$1,238,447 ▲21.0%158,8944.2%ETFTSLATesla$7,026,125$512,113 ▲7.9%35,5074.1%Auto/Tires/TrucksVIGIVanguard International Dividend Appreciation ETF$6,913,840$411,114 ▲6.3%85,0624.1%ETFSPGSimon Property Group$6,688,758$934,025 ▼-12.3%44,0633.9%FinanceVGTVanguard Information Technology ETF$6,583,129$393,823 ▲6.4%11,4173.9%ETFAMZNAmazon.com$5,600,385$125,226 ▲2.3%28,9803.3%Retail/WholesaleIXNiShares Global Tech ETF$5,074,827$738,511 ▲17.0%61,2753.0%ETFAAPLApple$4,165,854$204,512 ▲5.2%19,7792.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,033,074$105,961 ▼-2.6%24,5502.4%ETFVIGVanguard Dividend Appreciation ETF$3,874,441$174,153 ▼-4.3%21,2242.3%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$3,829,853$327,713 ▼-7.9%195,0032.3%ETFMSFTMicrosoft$3,299,120$82,243 ▲2.6%7,3811.9%Computer and TechnologyWPCW. P. Carey$3,245,473$90,117 ▼-2.7%58,9551.9%FinanceGOOGLAlphabet$3,131,095$63,023 ▲2.1%17,1901.8%Computer and TechnologyDIALColumbia Diversified Fixed Income Allocation ETF$2,575,919$240,401 ▼-8.5%146,0041.5%ETFCRMSalesforce$2,177,844$37,536 ▼-1.7%8,4711.3%Computer and TechnologyMETAMeta Platforms$2,150,499$208,243 ▲10.7%4,2651.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,850,634$339,433 ▼-15.5%15,6041.1%ETFNVDANVIDIA$1,749,583$1,586,633 ▲973.7%14,1621.0%Computer and TechnologyIXJiShares Global Healthcare ETF$1,720,450$182,713 ▼-9.6%18,5311.0%ETFAVGOBroadcom$1,515,011$1,605 ▲0.1%9440.9%Computer and TechnologyROSTRoss Stores$1,430,2390.0%9,8420.8%Retail/WholesaleMINVMatthews Asia Innovators Active ETF$1,251,593$37,718 ▲3.1%46,3560.7%ETFPINSPinterest$1,249,825$6,610 ▲0.5%28,3600.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,185,935$141,808 ▼-10.7%14,1250.7%ETFRIVNRivian Automotive$1,160,749$38,234 ▲3.4%86,4940.7%Auto/Tires/TrucksFCALFirst Trust California Municipal High Income ETF$1,150,498$178,767 ▲18.4%23,2330.7%ETFTSMTaiwan Semiconductor Manufacturing$1,123,160$128,967 ▲13.0%6,4620.7%Computer and TechnologyGSThe Goldman Sachs Group$1,049,835$2,262 ▲0.2%2,3210.6%FinanceFDDFirst Trust Stoxx European Select Dividend Index Fund$1,033,522$862,654 ▼-45.5%88,2620.6%ETFMRNAModerna$978,619$65,431 ▼-6.3%8,2410.6%MedicalABBVAbbVie$845,594$113,203 ▼-11.8%4,9300.5%MedicalUBERUber Technologies$808,056$398,868 ▼-33.0%11,1180.5%Computer and TechnologySMHVanEck Semiconductor ETF$748,991$748,991 ▲New Holding2,8730.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$691,999$42,193 ▲6.5%11,8250.4%ETFJPMJPMorgan Chase & Co.$617,696$60,677 ▼-8.9%3,0540.4%FinanceSPHYSPDR Portfolio High Yield Bond ETF$568,787$568,787 ▲New Holding24,4850.3%ETFVTIVanguard Total Stock Market ETF$506,931$803 ▲0.2%1,8950.3%ETFIHIiShares U.S. Medical Devices ETF$500,364$146,035 ▼-22.6%8,9290.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$495,729$125,848 ▲34.0%4,9160.3%ETFMUSTColumbia Multi-Sector Municipal Income ETF$490,937$134,951 ▲37.9%24,1010.3%ETFIYKiShares U.S. Consumer Staples ETF$488,457$73,640 ▲17.8%7,4290.3%ETFMOATVanEck Morningstar Wide Moat ETF$458,1670.0%5,2900.3%ETFIYGiShares U.S. Financial Services ETF$455,492$91,359 ▼-16.7%6,9850.3%ETFFLOTiShares Floating Rate Bond ETF$444,892$240,379 ▼-35.1%8,7080.3%ETFGOOGAlphabet$444,101$40,723 ▲10.1%2,4210.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$433,136$160,762 ▲59.0%6,7680.3%ETFVVisa$430,976$2,625 ▼-0.6%1,6420.3%Business ServicesISCBiShares Morningstar Small-Cap ETF$428,891$2,694 ▲0.6%7,9610.3%ETFORealty Income$404,337$45,108 ▲12.6%7,6550.2%FinanceFDEMFidelity Emerging Markets Multifactor ETF$390,584$390,584 ▲New Holding15,2600.2%ETFDONWisdomTree U.S. MidCap Dividend Fund$389,126$5,379 ▼-1.4%8,3200.2%FinanceVBKVanguard Small-Cap Growth ETF$342,928$114,059 ▲49.8%1,3710.2%ETFIJRiShares Core S&P Small-Cap ETF$342,485$8,213 ▲2.5%3,2110.2%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$323,245$66,236 ▼-17.0%8,0670.2%ETFVOOVanguard S&P 500 ETF$316,972$5,500 ▲1.8%6340.2%ETFRWKInvesco S&P MidCap 400 Revenue ETF$315,738$76,849 ▲32.2%2,8760.2%ETFPFFiShares Preferred and Income Securities ETF$288,115$26,029 ▼-8.3%9,1320.2%ETFIDHQInvesco S&P International Developed Quality ETF$287,621$28,899 ▲11.2%9,4550.2%ETFPFEPfizer$271,300$181,370 ▼-40.1%9,6960.2%MedicalEMHYiShares J.P. Morgan EM High Yield Bond ETF$264,500$37,458 ▼-12.4%7,1390.2%ETFVOTVanguard Mid-Cap Growth ETF$260,321$49,126 ▲23.3%1,1340.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$258,330$110,503 ▼-30.0%3,3430.2%ETFSHOPShopify$244,055$15,192 ▲6.6%3,6950.1%Computer and TechnologyNOWServiceNow$241,508$8,653 ▲3.7%3070.1%Computer and TechnologyCOSTCostco Wholesale$240,914$5,108 ▲2.2%2830.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$240,625$254 ▼-0.1%1,8920.1%ETFCRWDCrowdStrike$240,260$240,260 ▲New Holding6270.1%Computer and TechnologyIMCViShares Morningstar Mid-Cap Value ETF$238,254$40,669 ▼-14.6%3,3920.1%ETFDISWalt Disney$238,127$3,078 ▲1.3%2,3980.1%Consumer DiscretionaryQCOMQUALCOMM$236,028$236,028 ▲New Holding1,1850.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$226,756$12,619 ▲5.9%2,3360.1%FinanceXHESPDR S&P Health Care Equipment ETF$222,420$47,016 ▼-17.4%2,6350.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$222,224$16,821 ▼-7.0%7,1340.1%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$213,495$6,945 ▲3.4%8,3920.1%ETFDOORDASH INC$212,882$5,548 ▲2.7%1,9570.1%CL ANACNuveen California Quality Municipal Income Fund$208,1170.0%18,0500.1%Financial ServicesNUSCNuveen ESG Small-Cap ETF$203,821$5,272 ▼-2.5%5,1810.1%ETFUAUnder Armour$76,714$76,714 ▲New Holding11,7480.0%Consumer DiscretionaryCCitigroup$0$356,547 ▼-100.0%00.0%FinanceCVSCVS Health$0$290,486 ▼-100.0%00.0%MedicalINTCIntel$0$263,032 ▼-100.0%00.0%Computer and TechnologyIDViShares International Select Dividend ETF$0$245,042 ▼-100.0%00.0%ETFBACBank of America$0$231,464 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$201,451 ▼-100.0%00.0%Computer and TechnologyRMBSRambus$0$200,017 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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