New Insight Wealth Advisors — Q4 2024 13F Holdings

Name: New Insight Wealth Advisors — 13F Holdings, Q4 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	13.78%	-0.26%	-2.50%
2	SCHD	Schwab US Dvd Equity ETF	ETF-Other	7.15%	-0.06%	+216.59%
3	VIOO	Vanguard S&p Small-cap 600 E	ETF-Other	5.87%	-0.27%	-3.43%
4	FBND	Fidelity Total Bond ETF	ETF-Other	5.58%	+0.11%	+30.38%
5	VO	Vanguard Mid-cap ETF	ETF-Other	5.32%	-0.10%	+1.24%
6	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.77%	-0.25%	+54.04%
7	TSLA	Tesla INC	Stock-Consumer Disc	4.42%	-0.43%	-31.77%
8	VGT	Vanguard Info Tech ETF	ETF-Tech	4.06%	-0.29%	+5.26%
9	IXN	Ishares Global Tech ETF	ETF-Tech	3.34%	-0.16%	+9.64%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	3.15%	-0.10%	-1.86%
11	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	3.09%	-0.25%	-8.46%
12	SPG	Simon Property Group INC	Stock-Real Estate	2.89%	-0.10%	-9.37%
13	AAPL	Apple INC	Stock-Tech	2.31%	-0.16%	-1.88%
14	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.30%	-0.09%	+8.48%
15	PEY	Invesco High Yield Equity Di	ETF-High Yield	1.87%	-0.09%	-8.87%
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.68%	—	+2.21%
17	MSFT	Microsoft CORP	Stock-Tech	1.66%	-0.32%	+4.15%
18	WPC	Wp Carey INC	Stock-Real Estate	1.36%	—	-6.48%
19	META	Meta Platforms Inc-class A	Stock-Comm Services	1.32%	—	+7.27%
20	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	1.26%	-0.30%	+10.08%
21	NVDA	Nvidia CORP	Stock-Tech	1.11%	—	-1.72%
22	AVGO	Broadcom INC	Stock-Tech	0.99%	-0.10%	-2.05%
23	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.95%	—	+3.09%
24	KMID	Virtus Kar Mid-cap ETF	ETF-Other	0.81%	—	—
25	SMH	Vaneck Semiconductor ETF	ETF-Other	0.78%	—	-5.57%
26	ROST	Ross Stores INC	Stock-Consumer Disc	0.75%	+0.13%	—
27	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.71%	+0.38%	-3.83%
28	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.68%	—	+129.89%
29	FCAL	First Trust California Munic	ETF-Other	0.67%	—	+6.81%
30	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.65%	—	+1.75%
31	GS	Goldman Sachs Group INC	Stock-Financials	0.62%	-0.07%	-2.25%
32	XSMO	Invesco S&p Smallcap Momentu	ETF-Other	0.62%	—	+334.94%
33	MINV	Matthews Asia Innovators Act	ETF-Other	0.60%	—	-5.61%
34	CRM	Salesforce INC	Stock-Tech	0.59%	-0.11%	-48.54%
35	RIVN	Rivian Automotive Inc-a	Stock-Consumer Disc	0.51%	+0.25%	-8.98%
36	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.50%	—	+13.41%
37	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	0.49%	—	+11.91%
38	DIAL	Columbia Divers Fix INC ETF	ETF-Other	0.46%	—	-27.76%
39	IXJ	Ishares Global Healthcare Et	ETF-Other	0.43%	-0.08%	EXIT
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.37%	—	+0.45%
41	ABBV	Abbvie INC	Stock-Healthcare	0.36%	—	-11.12%
42	RWJ	Invesco S&p Smallcap 600	ETF-Other	0.35%	—	+92.24%
43	PINS	Pinterest Inc- Class A	Stock-Comm Services	0.34%	—	-9.65%
44	JPM	Jpmorgan Chase & Co	Stock-Financials	0.31%	—	-1.00%
45	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.30%	—	+43.81%
46	SCHG	Schwab US Large-cap Growth	ETF-Other	0.29%	—	+297.01%
47	IYK	Ishares US Consumer Staples	ETF-Other	0.29%	—	+14.32%
48	UBER	Uber Technologies INC	Stock-Industrials	0.29%	—	-3.41%
49	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.27%	+0.11%	+2.77%
50	NAC	Nuveen Ca Qlty Muni INC	Stock-Other	0.26%	+0.13%	+155.73%

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