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New Insight Wealth Advisors Top Holdings and 13F Report (2024)

About New Insight Wealth Advisors

Investment Activity

  • New Insight Wealth Advisors has $160.16 million in total holdings as of March 31, 2024.
  • New Insight Wealth Advisors owns shares of 84 different stocks, but just 24 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofNew Insight Wealth Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$19,644,90537,36712.3%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$11,597,135114,2577.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$11,390,505141,2697.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,239,20632,9755.1%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$7,858,37750,2164.9%Finance
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$6,522,73780,0044.1%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$5,950,575131,3303.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,786,83132,9193.6%Auto/Tires/Trucks
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,628,44810,7343.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,110,52628,3323.2%Retail/Wholesale
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,371,388211,6892.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,267,27725,1952.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,049,92522,1782.5%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$3,916,87552,3582.4%ETF
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$3,419,78560,5922.1%Finance
Apple Inc. stock logo
AAPL
Apple
$3,225,12318,8082.0%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,027,7877,1971.9%Computer and Technology
Columbia Diversified Fixed Income Allocation ETF stock logo
DIAL
Columbia Diversified Fixed Income Allocation ETF
$2,838,301159,6301.8%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$2,595,2688,6171.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,542,26516,8441.6%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,234,20118,4661.4%ETF
First Trust Stoxx European Select Dividend Index Fund stock logo
FDD
First Trust Stoxx European Select Dividend Index Fund
$1,915,102161,9321.2%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,909,52620,4991.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,870,2163,8521.2%Computer and Technology
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,444,4129,8420.9%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,321,73415,8140.8%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,278,49616,6060.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,250,3419430.8%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,191,8891,3190.7%Computer and Technology
MINV
Matthews Asia Innovators Active ETF
$1,133,40344,9590.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,017,9395,5900.6%Medical
Pinterest, Inc. stock logo
PINS
Pinterest
$978,04128,2100.6%Computer and Technology
First Trust California Municipal High Income ETF stock logo
FCAL
First Trust California Municipal High Income ETF
$974,28219,6230.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$967,3702,3160.6%Finance
Moderna, Inc. stock logo
MRNA
Moderna
$936,8768,7920.6%Medical
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$915,91383,6450.6%Auto/Tires/Trucks
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$778,2065,7200.5%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$684,86813,4130.4%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$675,86311,5350.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$674,45711,1040.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$671,8063,3540.4%Finance
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$555,9928,3860.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$491,7311,8920.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$475,5715,2900.3%ETF
Visa Inc. stock logo
V
Visa
$461,0401,6520.3%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$448,94016,1780.3%Medical
iShares Morningstar Small-Cap ETF stock logo
ISCB
iShares Morningstar Small-Cap ETF
$444,6907,9110.3%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$426,6786,3090.3%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$416,1139,7200.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$411,3758,4350.3%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$369,0014,7730.2%ETF
Realty Income Co. stock logo
O
Realty Income
$367,9346,8010.2%Finance
Columbia Multi-Sector Municipal Income ETF stock logo
MUST
Columbia Multi-Sector Municipal Income ETF
$361,05417,4760.2%ETF
Citigroup Inc. stock logo
C
Citigroup
$356,5475,6380.2%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$346,3703,1340.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$340,0973,6680.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$334,8202,1990.2%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$320,9149,9570.2%ETF
iShares J.P. Morgan EM High Yield Bond ETF stock logo
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
$305,2998,1500.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$299,3706230.2%ETF
CVS Health Co. stock logo
CVS
CVS Health
$290,4863,6420.2%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$289,6302,3670.2%Consumer Discretionary
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$288,0963,9710.2%ETF
SPDR S&P Health Care Equipment ETF stock logo
XHE
SPDR S&P Health Care Equipment ETF
$280,7043,1920.2%ETF
Shopify Inc. stock logo
SHOP
Shopify
$267,3943,4650.2%Computer and Technology
Intel Co. stock logo
INTC
Intel
$263,0325,9550.2%Computer and Technology
DOORDASH INC
$262,4941,9060.2%CL A
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$261,8884,2560.2%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$260,8488,5050.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$250,7867,6740.2%Finance
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$250,4582,1760.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$248,5691,8940.2%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$245,0428,7390.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$238,5599150.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$231,4646,1040.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$225,6702960.1%Computer and Technology
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$221,0515,3150.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$216,9279200.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$216,0562,2060.1%Finance
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$208,5868,1190.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$203,2282770.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$201,4514,0360.1%Computer and Technology
Rambus Inc. stock logo
RMBS
Rambus
$200,0173,2360.1%Computer and Technology
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$198,91118,0500.1%Financial Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data: