The Analysis of New Insight Wealth Advisors's Holdings
Currently, New Insight Wealth Advisors holds 111 types of securities in its portfolio with a total value $279.9M. In the most recent quarter, they have increased their positions in IVV (+4.9K shares, valued at $3.4M), FDVV (+33.3K shares, valued at $1.9M), INTF (+45.6K shares, valued at $1.7M); decreased their positions in SCHD (-82.1K shares, valued at $2.3M), TSLA (-3.7K shares, valued at $1.7M), VIGI (-13.9K shares, valued at $1.3M); initiated new positions in JSCP (+23.3K shares, valued at $1.1M), FBCG (+7.8K shares, valued at $427.3K), LULU (+2.0K shares, valued at $406.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR55.6K shares9.70%2025-12-312026-02-17
FBND FIDELITY MERRIMACK STR TR386.8K shares5.39%2025-12-312026-02-17 VO VANGUARD INDEX FDS53.8K shares4.48%2025-12-312026-02-17 VGT VANGUARD WORLD FD15.3K shares4.61%2025-12-312026-02-17 VIOO VANGUARD ADMIRAL FDS INC86.7K shares-9.24%2025-12-312026-02-17 IXN ISHARES TR89.0K shares3.20%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR312.7K shares-20.80%2025-12-312026-02-17 AMZN AMAZON COM INC33.7K shares1.55%2025-12-312026-02-17 FDVV FIDELITY COVINGTON TRUST136.2K shares32.39%2025-12-312026-02-17 TSLA TESLA INC16.0K shares-18.92%2025-12-312026-02-17 ALPHABET INC ALPHABET INC21.3K shares10.37%2025-12-312026-02-17 MSFT MICROSOFT CORP12.4K shares10.02%2025-12-312026-02-17 KMID VIRTUS ETF TR II241.7K shares1.66%2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD139.5K shares0.00%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS23.6K shares-0.94%2025-12-312026-02-17 AAPL APPLE INC18.9K shares22.50%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD14.9K shares21.66%2025-12-312026-02-17 PFE PFIZER INC153.2K shares0.04%2025-12-312026-02-17 META META PLATFORMS INC5.8K shares5.96%2025-12-312026-02-17 SPG SIMON PPTY GROUP INC NEW19.5K shares-16.05%2025-12-312026-02-17 SPYM SPDR SERIES TRUST42.1K shares14.37%2025-12-312026-02-17 NVDA NVIDIA CORPORATION17.2K shares4.18%2025-12-312026-02-17 VIGI VANGUARD WHITEHALL FDS34.7K shares-28.56%2025-12-312026-02-17 XMHQ INVESCO EXCHANGE TRADED FD T28.8K shares11.50%2025-12-312026-02-17 INTF ISHARES TR75.7K shares152.02%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC3.0K shares1.26%2025-12-312026-02-17 JMUB J P MORGAN EXCHANGE TRADED F48.2K shares107.94%2025-12-312026-02-17 BROADCOM INC BROADCOM INC6.8K shares-4.82%2025-12-312026-02-17 SHY ISHARES TR28.2K shares-19.19%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD15.7K shares1.30%2025-12-312026-02-17 XSMO INVESCO EXCHANGE TRADED FD T27.9K shares-0.14%2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS39.8K shares21.94%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS12.9K shares-6.82%2025-12-312026-02-17 O REALTY INCOME CORP31.7K shares57.56%2025-12-312026-02-17 ROST ROSS STORES INC9.8K shares0.00%2025-12-312026-02-17 SMH VANECK ETF TRUST4.9K shares-4.56%2025-12-312026-02-17 WPC WP CAREY INC25.6K shares-14.02%2025-12-312026-02-17 USMV ISHARES TR16.1K shares15.52%2025-12-312026-02-17 RIVN RIVIAN AUTOMOTIVE INC76.2K shares-5.33%2025-12-312026-02-17 MINV MATTHEWS ASIA FDS42.0K shares-1.57%2025-12-312026-02-17 DIAL COLUMBIA ETF TR I78.5K shares157.32%2025-12-312026-02-17 HYMB SPDR SERIES TRUST51.5K shares59.79%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC3.9K shares15.36%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS15.3K shares4.04%2025-12-312026-02-17 FDEM FIDELITY COVINGTON TRUST37.4K shares58.77%2025-12-312026-02-17 MUB ISHARES TR10.4K shares-1.23%2025-12-312026-02-17 JSCP J P MORGAN EXCHANGE TRADED F23.3K sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC3.2K shares-4.66%2025-12-312026-02-17 PEY INVESCO EXCHANGE TRADED FD T48.2K shares-6.77%2025-12-312026-02-17 NOW SERVICENOW INC6.0K shares403.36%2025-12-312026-02-17 FCAL FIRST TR EXCH TRADED FD III18.2K shares38.94%2025-12-312026-02-17 ABBV ABBVIE INC3.9K shares-4.91%2025-12-312026-02-17 SPHY SPDR SERIES TRUST35.9K shares1.41%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.2.6K shares-0.83%2025-12-312026-02-17 NAC NUVEEN CA QUALTY MUN INCOME69.8K shares69.24%2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F16.0K shares39.72%2025-12-312026-02-17 CRM SALESFORCE INC2.7K shares-11.25%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F12.3K shares104.13%2025-12-312026-02-17 IJH ISHARES TR10.5K shares-4.18%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR21.1K shares7.58%2025-12-312026-02-17 V VISA INC2.0K shares2.89%2025-12-312026-02-17 IYK ISHARES TR10.0K shares-4.35%2025-12-312026-02-17 VTI VANGUARD INDEX FDS1.9K shares0.68%2025-12-312026-02-17 IDHQ INVESCO EXCH TRADED FD TR II17.4K shares2.89%2025-12-312026-02-17 DON WISDOMTREE TR11.5K shares3.97%2025-12-312026-02-17 SHOP SHOPIFY INC3.6K shares-7.17%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC6.9K shares-6.13%2025-12-312026-02-17 IYG ISHARES TR5.9K shares-8.06%2025-12-312026-02-17 PINS PINTEREST INC20.5K shares0.15%2025-12-312026-02-17 VTEB VANGUARD MUN BD FDS10.0K shares-3.72%2025-12-312026-02-17 RWJ INVESCO EXCH TRADED FD TR II9.6K shares-4.26%2025-12-312026-02-17 ILCG ISHARES TR4.4K shares-8.00%2025-12-312026-02-17 IYW ISHARES TR2.2K shares0.00%2025-12-312026-02-17 FLOT ISHARES TR8.4K shares-38.36%2025-12-312026-02-17 FBCG FIDELITY COVINGTON TRUST7.8K sharesnew addition2025-12-312026-02-17 VB VANGUARD INDEX FDS1.6K shares-3.18%2025-12-312026-02-17 LLY ELI LILLY & CO384 shares2.95%2025-12-312026-02-17 LULU LULULEMON ATHLETICA INC2.0K sharesnew addition2025-12-312026-02-17 VBIL VANGUARD INSTL INDEX FD5.3K shares-11.67%2025-12-312026-02-17 CSCO CISCO SYS INC5.0K shares0.00%2025-12-312026-02-17 ISCB ISHARES TR5.8K shares-12.50%2025-12-312026-02-17 NUSC NUSHARES ETF TR8.4K shares-4.75%2025-12-312026-02-17 APP APPLOVIN CORP520 shares-36.35%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-22.19%2025-12-312026-02-17 MOAT VANECK ETF TRUST3.3K shares-6.15%2025-12-312026-02-17 IJR ISHARES TR2.8K shares23.14%2025-12-312026-02-17 DASH DOORDASH INC1.4K shares-2.26%2025-12-312026-02-17 RWK INVESCO EXCH TRADED FD TR II2.4K shares0.00%2025-12-312026-02-17 VUG VANGUARD INDEX FDS619 shares45.99%2025-12-312026-02-17 DES WISDOMTREE TR8.9K shares-3.59%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS3.8K shares10.03%2025-12-312026-02-17 IMCV ISHARES TR3.4K shares0.00%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW319 shares-2.74%2025-12-312026-02-17 PFF ISHARES TR7.6K shares0.00%2025-12-312026-02-17 MRNA MODERNA INC7.9K shares-17.02%2025-12-312026-02-17 IJK ISHARES TR2.4K shares3.48%2025-12-312026-02-17 VOT VANGUARD INDEX FDS791 shares-18.62%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC773 sharesnew addition2025-12-312026-02-17 IJT ISHARES TR1.5K sharesnew addition2025-12-312026-02-17 IXJ ISHARES TR2.2K shares-12.38%2025-12-312026-02-17 AMAT APPLIED MATLS INC820 sharesnew addition2025-12-312026-02-17 AGG ISHARES TR2.0K shares-9.69%2025-12-312026-02-17 ADSK AUTODESK INC679 shares0.00%2025-12-312026-02-17 BLND BLEND LABS INC45.4K sharesnew addition2025-12-312026-02-17 UA UNDER ARMOUR INC23.9K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available