13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002022328
Total reported value
$339.2M
$339.2M
90 檔
22.2%
As reported in its official Q4 2024 Form 13F filing, New Insight Wealth Advisors's tracked investment portfolio stood at $339.2M with 90 total positions.
During Q4 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 | 13.78% | -1.02% | -2.50% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.15% | -0.11% | +216.59% | |
| 3 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 5.87% | -0.34% | -3.43% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.58% | -0.88% | +30.38% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.32% | -0.40% | +1.24% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.77% | -0.53% | +54.04% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.42% | -0.28% | -31.77% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.06% | +0.48% | +5.26% | |
| 9 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.34% | +0.57% | +9.64% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.15% | -0.09% | -1.86% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.09% | -0.26% | -8.46% | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.89% | -0.13% | -9.37% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.31% | -0.01% | -1.88% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.30% | -0.38% | +8.48% | |
| 15 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.87% | +0.06% | -8.87% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.17% | +2.21% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.05% | +4.15% | |
| 18 | WPC | Wp Carey Inc | Stock-Real Estate | 1.36% | -0.15% | -6.48% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.24% | +7.27% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.26% | -0.23% | +10.08% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.01% | -1.72% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.05% | -2.05% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.14% | +3.09% | |
| 24 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 0.81% | -0.76% | — | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.78% | +0.52% | -5.57% | |
| 26 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.75% | -0.15% | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.48% | -3.83% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.68% | +0.10% | +129.89% | |
| 29 | FCAL | First Trust California Munic | ETF-Other | 0.67% | -0.08% | +6.81% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.65% | -0.08% | +1.75% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | -0.12% | -2.25% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.62% | +0.08% | +334.94% | |
| 33 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.60% | +0.60% | -5.61% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.06% | -48.54% | |
| 35 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.51% | +0.39% | -8.98% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +13.41% | |
| 37 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.49% | -0.08% | +11.91% | |
| 38 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.46% | -0.12% | -27.76% | |
| 39 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.43% | — | -14.04% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | -0.01% | +0.45% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.09% | -11.12% | |
| 42 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.35% | -0.01% | +92.24% | |
| 43 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.34% | -0.02% | -9.65% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.02% | -1.00% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.30% | -0.02% | +43.81% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.29% | -0.09% | +297.01% | |
| 47 | IYK | Ishares US Consumer Staples | ETF-Other | 0.29% | -0.07% | +14.32% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.29% | -0.07% | -3.41% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.07% | +2.77% | |
| 50 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.26% | -0.08% | +155.73% |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 90 disclosed positions in Q4 2024.
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 IVV, SCHD, VIOO) accounted for 22.2% of total reported equity market value during Q4 2024.
During Q4 2024, New Insight Wealth Advisors's top holdings by market value included IVV (13.8%)、SCHD (7.2%)、VIOO (5.9%). The largest single position, IVV, represented 13.8% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.