Financial Insights, Inc. — Q1 2025 13F Holdings

Name: Financial Insights, Inc. — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001642058

Total reported value

$308.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHD	Schwab US Dvd Equity ETF	ETF-Other	10.29%	+1.00%	+4.48%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	10.28%	+0.26%	+9.10%
3	MSFT	Microsoft CORP	Stock-Tech	7.40%	-2.33%	-0.05%
4	AAPL	Apple INC	Stock-Tech	5.76%	-0.36%	+2.80%
5	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	5.61%	+0.44%	+8.01%
6	VUG	Vanguard Growth ETF	ETF-Other	5.36%	-1.02%	-10.80%
7	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	4.03%	-0.01%	+11.15%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.84%	+2.41%	NEW
9	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	3.28%	+0.32%	+14.73%
10	VOTE	Tcw Transform 500 ETF	ETF-Other	2.76%	-0.18%	-8.22%
11	SPEM	State Street Sp Ptf Em ETF	ETF-Other	2.40%	+0.07%	+1.03%
12	DFAC	Dimensional US Core Equity 2	ETF-Other	2.11%	-0.12%	-19.00%
13	VB	Vanguard Small-cap ETF	ETF-Other	1.83%	-0.10%	+2.07%
14	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.79%	—	-10.93%
15	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.75%	—	-1.96%
16	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.40%	—	-4.02%
17	XLK	Ss Technology Select Sector	ETF-Tech	1.39%	-0.16%	+0.99%
18	MUB	Ishares National Muni Bond E	ETF-Other	1.33%	-0.10%	-5.60%
19	VV	Vanguard Large-cap ETF	ETF-Other	1.29%	-0.11%	-0.79%
20	VO	Vanguard Mid-cap ETF	ETF-Other	1.24%	-0.09%	-1.37%
21	DON	Wisdomtree US Midcap Dividen	ETF-Other	1.16%	—	-5.38%
22	AMZN	Amazon.com INC	Stock-Consumer Disc	0.97%	+0.01%	+2.14%
23	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.94%	+0.10%	+6.69%
24	ETHO	Amplify Etho Climate Leaders	ETF-Other	0.94%	—	-2.52%
25	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.93%	—	-0.76%
26	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	0.89%	+0.03%	+23.42%
27	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.87%	-0.08%	-10.43%
28	DGRO	Ishares Core Dividend Growth	ETF-Other	0.85%	—	-2.79%
29	NVDA	Nvidia CORP	Stock-Tech	0.72%	-0.18%	-3.11%
30	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.69%	—	-1.84%
31	PFF	Ishares Preferred & Income S	ETF-Other	0.60%	—	+7.93%
32	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.59%	—	—
33	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.53%	—	-7.23%
34	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.52%	—	-1.04%
35	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.49%	—	-1.51%
36	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.39%	—	-0.36%
37	SBUX	Starbucks CORP	Stock-Consumer Disc	0.38%	—	-17.50%
38	PSK	Ss Spdr Ice Pref Sec ETF	ETF-Other	0.37%	—	+4.76%
39	XLI	Ss Industrial Select Sector	ETF-Other	0.35%	—	-0.37%
40	V	Visa Inc-class A Shares	Stock-Financials	0.35%	—	+1.00%
41	VHT	Vanguard Health Care ETF	ETF-Other	0.35%	—	—
42	AVGO	Broadcom INC	Stock-Tech	0.34%	—	+82.55%
43	XLV	Ss Health Care Select Sector	ETF-Other	0.31%	—	+3.92%
44	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.31%	—	+3.66%
45	SFBC	Sound Financial Bancorp INC	Stock-Other	0.30%	—	—
46	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.28%	—	+1.58%
47	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.28%	—	+14.50%
48	XOM	Exxon Mobil CORP	Stock-Energy	0.28%	+0.10%	+1.43%
49	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.27%	—	+17.52%
50	JNJ	Johnson & Johnson	Stock-Healthcare	0.25%	+0.04%	+2.54%

1–50 of 111

Holding changes this quarter

Position changes disclosed by Financial Insights, Inc. for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHD	Schwab US Dvd Equity ETF	+1.3%	+4.48%	Add
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	+1.1%	+9.10%	Add
3	DBEF	Xtrackers Msci Eafe Hedged E	+1%	+8.01%	Add
4	BRK-B	Berkshire Hathaway Inc-cl B	+0.8%	-1.24%	Trim
5	SPSM	Ss Spdr P S&p 600 Small Cap	+0.3%	+14.73%	Add
6	QQQ	Invesco Qqq Trust Series 1	+0.3%	+11.15%	Add
7	SPEM	State Street Sp Ptf Em ETF	+0.2%	+1.03%	Add
8	DIVO	Amplify Cwp Enhan Divid ETF	+0.2%	+23.42%	Add
9	COST	Costco Wholesale CORP	+0.1%	+6.69%	Add
10	AVGO	Broadcom INC	+0.1%	+82.55%	Add
11	VEA	Vanguard Ftse Developed ETF	0%	-10.93%	Trim
12	VB	Vanguard Small-cap ETF	0%	+2.07%	Add
13	MUB	Ishares National Muni Bond E	—	-5.60%	Trim
14	DON	Wisdomtree US Midcap Dividen	0%	-5.38%	Trim
15	ETHO	Amplify Etho Climate Leaders	0%	-2.52%	Trim
16	XLK	Ss Technology Select Sector	-0.1%	+0.99%	Add
17	AMZN	Amazon.com INC	-0.1%	+2.14%	Add
18	TSLA	Tesla INC	-0.1%	+2.97%	Add
19	VOO	Vanguard S&p 500 ETF	-0.1%	-30.50%	Trim
20	DSI	Ishares Esg Msci Kld 400 ETF	-0.1%	-10.43%	Trim
21	IWD	Ishares Russell 1000 Value E	-0.1%	-35.66%	Trim
22	NUDM	Nuveen Esg Intl Devel Mrk Eq	-0.1%	-61.55%	Trim
23	AAPL	Apple INC	-0.1%	+2.80%	Add
24	NVDA	Nvidia CORP	-0.1%	-3.11%	Trim
25	VOTE	Tcw Transform 500 ETF	-0.2%	-8.22%	Trim
26	IWF	Ishares Russell 1000 Growth	-0.3%	-48.00%	Trim
27	MSFT	Microsoft CORP	-0.4%	-0.05%	Trim
28	DFAC	Dimensional US Core Equity 2	-0.4%	-19.00%	Trim
29	VUG	Vanguard Growth ETF	-0.9%	-10.80%	Trim
30	CASH	Pathward Financial INC	—	—	Unchanged
31	RAFE	Pimco Rafi Esg US ETF	—	EXIT	Sold out
32	LLY	Eli Lilly & Co	—	NEW	New buy
33	UNH	Unitedhealth Group INC	—	NEW	New buy
34	WM	Waste Management INC	—	NEW	New buy
35	EMNT	Pimco Enhcd St M-active Esg	—	NEW	New buy
36	EMXF	Ishares Esg Adv Msci Em ETF	—	EXIT	Sold out
37	MSI	Motorola Solutions INC	—	EXIT	Sold out
38	ETN	Eaton Corporation plc	—	EXIT	Sold out
39	CB	Chubb Limited	—	NEW	New buy
40	SGOL	Abrdn Physical Gold Shares	—	NEW	New buy
41	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
42	SDY	Ss Spdr S&p Dividend ETF	—	NEW	New buy
43	TJX	Tjx Companies INC	—	NEW	New buy
44	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
45	BA	Boeing Co/the	—	EXIT	Sold out
46	NXPI	NXP Semiconductors N.V.	—	NEW	New buy
47	STE	STERIS plc	—	NEW	New buy
48	LOW	Lowe's Cos INC	—	EXIT	Sold out
49	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	EXIT	Sold out
50	IQV	Iqvia Holdings INC	—	EXIT	Sold out