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CIK: 0001642058
Total reported value
$379.9M
$379.9M
145 檔
29.2%
During the Q3 2024 filing period, Financial Insights, Inc. (CIK: 0001642058) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $379.9M across 145 reported positions.
During Q3 2024, Financial Insights, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.47% | -0.94% | -18.88% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.31% | -0.73% | -18.68% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.52% | -1.30% | -0.18% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.31% | -29.65% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.34% | -0.52% | -9.34% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.90% | -0.56% | -5.06% | |
| 7 | CASH | Pathward Financial Inc | Stock-Other | 3.05% | +2.89% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.91% | +0.55% | -4.45% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.79% | +0.30% | -26.18% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.81% | -4.25% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.56% | -0.13% | -15.27% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.34% | -0.19% | -27.95% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.31% | -0.25% | -10.85% | |
| 14 | VOTE | Tcw Transform 500 ETF | ETF-Other | 2.27% | -0.16% | +6.98% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | -0.05% | -44.49% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.51% | -0.22% | +5.80% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.48% | -0.18% | +8.71% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.27% | -0.15% | -15.51% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | -0.24% | -0.30% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.20% | +9.71% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.13% | -0.13% | -18.41% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 1.07% | -0.06% | — | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.05% | -0.12% | -1.08% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.01% | -37.19% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.83% | -0.05% | -3.03% | |
| 26 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.81% | — | +4.84% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.04% | +2.22% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.19% | -37.46% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.75% | -0.10% | -7.46% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.70% | -0.06% | -15.21% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.08% | -52.49% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | -54.22% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.09% | +22.42% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.03% | +382.10% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.03% | -8.73% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.49% | -0.06% | — | |
| 37 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.06% | +129.77% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.05% | -24.59% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.01% | -0.11% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.03% | -46.28% | |
| 41 | CCJ | Cameco CORP | Stock-Energy | 0.42% | — | -49.48% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.02% | -51.94% | |
| 43 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.40% | -0.07% | +7.13% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | — | -53.23% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.37% | -0.03% | -4.76% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | -0.04% | -6.85% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.35% | — | -54.33% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.05% | -36.22% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | — | -26.19% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.03% | -32.31% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 145 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPYM, SCHD) accounted for 29.2% of total reported equity market value during Q3 2024.
During Q3 2024, Financial Insights, Inc.'s top holdings by market value included MSFT (8.5%)、SPYM (8.3%)、SCHD (7.5%). The largest single position, MSFT, represented 8.5% of total portfolio value.
In Q3 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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