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CIK: 0002022328
Total reported value
$339.2M
$339.2M
84 檔
17.3%
In Q1 2024, New Insight Wealth Advisors's U.S. equity holdings reached a combined market value of $339.2M, distributed across 84 disclosed stock positions.
During Q1 2024, New Insight Wealth Advisors'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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.27% | -1.02% | +8.90% | |
| 2 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 7.24% | -0.34% | +11.70% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.11% | -0.11% | +0.74% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.14% | -0.40% | +24.21% | |
| 5 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.91% | -0.13% | -5.13% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.07% | -0.26% | +11.14% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.72% | -0.88% | +9.80% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.61% | -0.28% | +0.27% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.51% | +0.48% | +6.66% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.09% | +0.80% | |
| 11 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 2.73% | +0.06% | -6.74% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.66% | -0.53% | -4.17% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.53% | -0.38% | -1.04% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.45% | +0.57% | +27.15% | |
| 15 | WPC | Wp Carey Inc | Stock-Real Estate | 2.14% | -0.15% | -0.11% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.01% | -3.15% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | +0.05% | +1.07% | |
| 18 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 1.77% | -0.12% | +3.68% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.62% | -0.06% | -0.68% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.17% | +1.36% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | -0.14% | -17.90% | |
| 22 | FDD | First Trust Stoxx Europe | ETF-Other | 1.20% | — | -10.76% | |
| 23 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.19% | — | +1.78% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.24% | -1.26% | |
| 25 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.90% | -0.15% | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.83% | -0.08% | -0.29% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | -0.07% | -3.58% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.05% | +2.50% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | -0.01% | +2.41% | |
| 30 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.71% | +0.60% | +1.54% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.09% | -1.01% | |
| 32 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.61% | -0.02% | -11.54% | |
| 33 | FCAL | First Trust California Munic | ETF-Other | 0.61% | -0.08% | +62.24% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | -0.12% | -1.74% | |
| 35 | MRNA | Moderna Inc | Stock-Healthcare | 0.58% | +0.02% | -0.51% | |
| 36 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.57% | +0.39% | +88.28% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.48% | +40.16% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.43% | +0.17% | -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% | -0.01% | +431.29% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.02% | — | |
| 42 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.35% | -0.03% | +193.63% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.05% | -0.05% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.30% | — | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.03% | -3.45% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.28% | -0.40% | -45.15% | |
| 47 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.28% | -0.02% | +2.93% | |
| 48 | IYK | Ishares US Consumer Staples | ETF-Other | 0.27% | -0.07% | +182.53% | |
| 49 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.26% | -0.01% | -1.82% | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.26% | -0.02% | +8.63% |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 84 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VIOO, SCHD) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, New Insight Wealth Advisors's top holdings by market value included IVV (12.3%)、VIOO (7.2%)、SCHD (7.1%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q1 2024, New Insight Wealth Advisors 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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