New Insight Wealth Advisors — Q1 2024 13F Holdings

Name: New Insight Wealth Advisors — 13F Holdings, Q1 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002022328

Total reported value

$278.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.27%	-0.26%	+8.90%
2	VIOO	Vanguard S&p Small-cap 600 E	ETF-Other	7.24%	-0.27%	+11.70%
3	SCHD	Schwab US Dvd Equity ETF	ETF-Other	7.11%	-0.06%	+0.74%
4	VO	Vanguard Mid-cap ETF	ETF-Other	5.14%	-0.10%	+24.21%
5	SPG	Simon Property Group INC	Stock-Real Estate	4.91%	-0.10%	-5.13%
6	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	4.07%	-0.25%	+11.14%
7	FBND	Fidelity Total Bond ETF	ETF-Other	3.72%	+0.11%	+9.80%
8	TSLA	Tesla INC	Stock-Consumer Disc	3.61%	-0.43%	+0.27%
9	VGT	Vanguard Info Tech ETF	ETF-Tech	3.51%	-0.29%	+6.66%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	3.19%	-0.10%	+0.80%
11	PEY	Invesco High Yield Equity Di	ETF-High Yield	2.73%	-0.09%	-6.74%
12	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	2.66%	-0.25%	-4.17%
13	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.53%	-0.09%	-1.04%
14	IXN	Ishares Global Tech ETF	ETF-Tech	2.45%	-0.16%	+27.15%
15	WPC	Wp Carey INC	Stock-Real Estate	2.14%	—	-0.11%
16	AAPL	Apple INC	Stock-Tech	2.01%	-0.16%	-3.15%
17	MSFT	Microsoft CORP	Stock-Tech	1.89%	-0.32%	+1.07%
18	DIAL	Columbia Divers Fix INC ETF	ETF-Other	1.77%	—	+3.68%
19	CRM	Salesforce INC	Stock-Tech	1.62%	-0.11%	-0.68%
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.59%	—	+1.36%
21	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.39%	—	-17.90%
22	FDD	First Trust Stoxx Europe	ETF-Other	1.20%	—	-10.76%
23	IXJ	Ishares Global Healthcare Et	ETF-Other	1.19%	-0.08%	EXIT
24	META	Meta Platforms Inc-class A	Stock-Comm Services	1.17%	—	-1.26%
25	ROST	Ross Stores INC	Stock-Consumer Disc	0.90%	+0.13%	—
26	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.83%	—	-0.29%
27	UBER	Uber Technologies INC	Stock-Industrials	0.80%	—	-3.58%
28	AVGO	Broadcom INC	Stock-Tech	0.78%	-0.10%	+2.50%
29	NVDA	Nvidia CORP	Stock-Tech	0.74%	—	+2.41%
30	MINV	Matthews Asia Innovators Act	ETF-Other	0.71%	—	+1.54%
31	ABBV	Abbvie INC	Stock-Healthcare	0.64%	—	-1.01%
32	PINS	Pinterest Inc- Class A	Stock-Comm Services	0.61%	—	-11.54%
33	FCAL	First Trust California Munic	ETF-Other	0.61%	—	+62.24%
34	GS	Goldman Sachs Group INC	Stock-Financials	0.60%	-0.07%	-1.74%
35	MRNA	Moderna INC	Stock-Healthcare	0.58%	—	-0.51%
36	RIVN	Rivian Automotive Inc-a	Stock-Consumer Disc	0.57%	+0.25%	+88.28%
37	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.49%	+0.38%	+40.16%
38	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.43%	—	-35.03%
39	IHI	Ishares U.s. Medical Devices	ETF-Other	0.42%	—	-0.94%
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.42%	—	+431.29%
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.42%	—	—
42	IYG	Ishares U.s. Financial Servi	ETF-Other	0.35%	—	+193.63%
43	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.31%	—	-0.05%
44	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	0.30%	—	—
45	V	Visa Inc-class A Shares	Stock-Financials	0.29%	—	-3.45%
46	PFE	Pfizer INC	Stock-Healthcare	0.28%	+0.11%	-45.15%
47	ISCB	Ishares Morningstar Sm Cap	ETF-Other	0.28%	—	+2.93%
48	IYK	Ishares US Consumer Staples	ETF-Other	0.27%	—	+182.53%
49	RWJ	Invesco S&p Smallcap 600	ETF-Other	0.26%	—	-1.82%
50	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.26%	—	+8.63%

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