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CIK: 0001642058
Total reported value
$379.9M
$379.9M
110 檔
27.0%
The Q4 2024 SEC filing reveals that Financial Insights, Inc. held a total portfolio value of $379.9M, covering 110 public equity positions.
In Q4 2024, Financial Insights, Inc. displayed an active expansion posture, initiating 109 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.21% | -0.73% | -7.66% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.97% | -1.30% | +214.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.75% | -0.94% | -20.56% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.21% | -0.52% | -7.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.89% | -0.31% | -13.69% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 4.63% | -0.56% | +2.54% | |
| 7 | CASH | Pathward Financial Inc | Stock-Other | 3.93% | +2.89% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.69% | +0.55% | +2.84% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | -0.81% | -3.39% | |
| 10 | VOTE | Tcw Transform 500 ETF | ETF-Other | 2.95% | -0.16% | +7.78% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.94% | +0.30% | -9.23% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.55% | -0.13% | -16.03% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.16% | -0.25% | -14.34% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.81% | -0.18% | +2.64% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | -0.19% | -29.24% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.22% | -4.39% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.44% | +0.20% | +3.08% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.24% | -1.93% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.27% | -0.15% | -5.81% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.27% | -0.06% | -1.22% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.13% | -9.93% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.18% | -0.12% | -4.27% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.01% | -26.40% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.98% | -0.05% | -0.81% | |
| 25 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.98% | — | +2.47% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.04% | -5.08% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.05% | -61.40% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.81% | -0.10% | -6.25% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.19% | -17.34% | |
| 30 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.67% | -0.18% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.09% | -2.49% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.06% | -32.50% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.53% | -0.06% | +1.44% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | -0.06% | +0.00% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.03% | -27.34% | |
| 36 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.46% | -0.07% | +1.05% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.05% | -9.83% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | -0.03% | -1.84% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.40% | -0.04% | -5.93% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.01% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -7.29% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | -0.02% | -4.21% | |
| 43 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.33% | -0.04% | +4.45% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.31% | -0.01% | -6.00% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.03% | -32.55% | |
| 46 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 0.29% | -0.04% | -15.82% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | — | -20.23% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.28% | -0.04% | +0.89% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.26% | — | +3.97% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | -0.03% | -1.84% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SCHD, MSFT) accounted for 27.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYM
市值: $24.8M
During Q4 2024, Financial Insights, Inc.'s top holdings by market value included SPYM (9.2%)、SCHD (9.0%)、MSFT (7.8%). The largest single position, SPYM, represented 9.2% of total portfolio value.
In Q4 2024, Financial Insights, Inc. made 109 total portfolio adjustments, initiating 109 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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