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CIK: 0001642058
Total reported value
$379.9M
$379.9M
111 檔
26.0%
In Q1 2025, Financial Insights, Inc.'s U.S. equity holdings reached a combined market value of $379.9M, distributed across 111 disclosed stock positions.
Financial Insights, Inc. executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 9 holdings and trimming 41 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.29% | -1.30% | +4.48% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.28% | -0.73% | +9.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.40% | -0.94% | -0.05% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.76% | -0.31% | +2.80% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.61% | -0.56% | +8.01% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.36% | -0.52% | -10.80% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.03% | +0.55% | +11.15% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.84% | -0.81% | -1.24% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.28% | +0.30% | +14.73% | |
| 10 | VOTE | Tcw Transform 500 ETF | ETF-Other | 2.76% | -0.16% | -8.22% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.40% | -0.25% | +1.03% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.11% | -0.13% | -19.00% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.83% | -0.18% | +2.07% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.79% | -0.19% | -10.93% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | -0.22% | -1.96% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.40% | -0.15% | -4.02% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.39% | +0.20% | +0.99% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.24% | -5.60% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.29% | -0.06% | -0.79% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | -0.13% | -1.37% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.16% | -0.12% | -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% | -0.19% | +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% | -0.04% | -0.76% | |
| 26 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.89% | -0.18% | +23.42% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.87% | -0.05% | -10.43% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.85% | -0.10% | -2.79% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.05% | -3.11% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.09% | -1.84% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.60% | -0.06% | +7.93% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.06% | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.53% | -0.06% | -7.23% | |
| 34 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.52% | -0.07% | -1.04% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.05% | -1.51% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | -0.04% | -0.36% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | -0.03% | -17.50% | |
| 38 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.37% | -0.04% | +4.76% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.35% | -0.02% | -0.37% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.03% | +1.00% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.35% | -0.01% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.03% | +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% | -0.04% | +3.66% | |
| 45 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 0.30% | -0.04% | — | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.28% | -0.04% | +1.58% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.03% | +14.50% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.39% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.07% | +17.52% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.04% | +2.54% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 111 disclosed positions in Q1 2025.
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 SCHD, SPYM, MSFT) accounted for 26.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $498.0K
Top Position Liquidated / Trimmed
RAFE
前期市值: $534.1K
During Q1 2025, Financial Insights, Inc.'s top holdings by market value included SCHD (10.3%)、SPYM (10.3%)、MSFT (7.4%). The largest single position, SCHD, represented 10.3% of total portfolio value.
In Q1 2025, Financial Insights, Inc. made 102 total portfolio adjustments, initiating 11 new buys, adding to 41 positions, trimming 41 holdings, and fully liquidating 9 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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