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CIK: 0001642058
Total reported value
$379.9M
$379.9M
159 檔
30.3%
The Q1 2024 SEC filing reveals that Financial Insights, Inc. held a total portfolio value of $379.9M, covering 159 public equity positions.
During Q1 2024, Financial Insights, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPYM, SCHD) accounted for 30.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.96% | -0.94% | +4.89% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.02% | -0.73% | +52.83% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.28% | -1.30% | -4.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.06% | -0.31% | -2.15% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.79% | -0.52% | -2.47% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.26% | -0.56% | +11.32% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.03% | -0.19% | -21.10% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.02% | +0.30% | -8.79% | |
| 9 | CASH | Pathward Financial Inc | Stock-Other | 2.93% | +2.89% | — | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.79% | -0.13% | -28.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.36% | -0.81% | -1.57% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.55% | +15.09% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.04% | -0.25% | -14.38% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | -0.05% | +0.93% | |
| 15 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.48% | -0.16% | +17.55% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.01% | +1.22% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.28% | -0.15% | -12.11% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.13% | -20.86% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.18% | -0.22% | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | -0.24% | -19.41% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | -0.18% | -11.69% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.08% | +1.54% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.19% | -0.37% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.93% | -0.12% | -4.90% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.89% | +0.20% | -3.17% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.03% | +2.43% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.71% | -0.05% | -0.37% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.70% | -0.06% | -1.32% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | -0.10% | -2.40% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.04% | -0.76% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.02% | +636.68% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.03% | +1.58% | |
| 34 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.64% | — | — | |
| 35 | CCJ | Cameco CORP | Stock-Energy | 0.63% | — | — | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.63% | — | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | — | -0.68% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | — | — | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.52% | — | -4.57% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | — | -5.71% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.05% | -13.43% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.03% | +3.13% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.17% | -1.82% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.03% | -17.86% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.44% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | — | -1.23% | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.43% | — | -10.34% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | — | -8.16% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.06% | NEW | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.09% | — |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 159 disclosed positions in Q1 2024.
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During Q1 2024, Financial Insights, Inc.'s top holdings by market value included MSFT (9.0%)、SPYM (7.0%)、SCHD (6.3%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q1 2024, Financial Insights, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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