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The Analysis of Investment Insight Wealth Management, LLC's Holdings & P&L

Currently, Investment Insight Wealth Management, LLC holds 44 types of securities in its portfolio with a total value $115.4M. In the most recent quarter, they have increased their positions in MGK (+118.2K shares, valued at $10.4M), VOOG (+19.4K shares, valued at $1.6M), FTXL (+2.1K shares, valued at $603.4K); decreased their positions in MU (-53 shares, valued at $61.2K), MSFT (-145 shares, valued at $54.1K), XLF (-999 shares, valued at $53.6K); initiated new positions in FTXL (+2.1K shares, valued at $603.4K), CM (+4.0K shares, valued at $460.8K), IBOT (+6.7K shares, valued at $460.4K).

1M P&L

+2.1M+2.53%

3M P&L

+7.0M+8.97%

HY P&L

-37.0M-30.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors35.9M

42.4%

2N/A25.7M

30.3%

3Internet Content & Information5.3M

6.2%

Top Industries by Stock Count

1N/A15 stocks

41.7%

2Semiconductors5 stocks

13.9%

3Drug Manufacturers - General3 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION152.5K shares0.03%2026-06-302026-07-27

BROADCOM INC BROADCOM INC44.5K shares0.80%2026-06-302026-07-27

MGK VANGUARD WORLD FD145.4K shares434.51%2026-06-302026-07-27

GOOGL ALPHABET INC14.8K shares1.20%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.2K shares0.34%2026-06-302026-07-27

AAPL APPLE INC14.8K shares-0.45%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.7K shares-0.92%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II20.5K shares21.75%2026-06-302026-07-27

Sponsored

MU MICRON TECHNOLOGY INC2.6K shares-1.99%2026-06-302026-07-27

SHOP SHOPIFY INC22.9K shares1.06%2026-06-302026-07-27

MSFT MICROSOFT CORP6.8K shares-2.08%2026-06-302026-07-27

VISA INC VISA INC6.9K shares-2.22%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE41.4K shares8.44%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC22.3K shares667.15%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC6.1K shares2.61%2026-06-302026-07-27

AMZN AMAZON COM INC7.0K shares-1.76%2026-06-302026-07-27

Sponsored

SMH VANECK ETF TRUST2.5K shares30.02%2026-06-302026-07-27

MCD MCDONALDS CORP5.4K shares-0.27%2026-06-302026-07-27

ASML ASML HLDG NV730 shares3.55%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC13.9K shares-0.14%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.5K shares-0.28%2026-06-302026-07-27

BKDV BNY MELLON ETF TRUST II23.1K shares5.76%2026-06-302026-07-27

CRM SALESFORCE INC4.8K shares-6.38%2026-06-302026-07-27

ABBVIE INC ABBVIE INC2.9K shares0.55%2026-06-302026-07-27

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.2K shares5.71%2026-06-302026-07-27

FTXL FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2026-06-302026-07-27

PGEN PRECIGEN INC105.8K shares-0.11%2026-06-302026-07-27

VBR VANGUARD INDEX FDS1.9K shares0.10%2026-06-302026-07-27

CM CANADIAN IMPERIAL BANK OF CO4.0K sharesnew addition2026-06-302026-07-27

IBOT VANECK ETF TRUST6.7K sharesnew addition2026-06-302026-07-27

LLY ELI LILLY & CO381 shares-0.52%2026-06-302026-07-27

QQQ INVESCO QQQ TR577 shares14.94%2026-06-302026-07-27

Sponsored

JNJ JOHNSON & JOHNSON1.7K shares0.06%2026-06-302026-07-27

ICLR ICON PUB LTD CO2.2K shares-2.85%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.6K shares-0.92%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC612 sharesnew addition2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR1.5K shares0.20%2026-06-302026-07-27

CGIC CAPITAL GROUP INTERNATIONAL6.8K shares0.00%2026-06-302026-07-27

MGV VANGUARD WORLD FD1.5K sharesnew addition2026-06-302026-07-27

AMGN AMGEN INC629 shares0.16%2026-06-302026-07-27

Sponsored

AMD ADVANCED MICRO DEVICES INC387 sharesnew addition2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR4.0K shares-19.81%2026-06-302026-07-27

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-07-27

VRT VERTIV HOLDINGS CO632 sharesnew addition2026-06-302026-07-27

NVDA

NVIDIA CORPORATION

0.03%

Shares152.5K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

0.80%

Shares44.5K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

434.51%

Shares145.4K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.20%

Shares14.8K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.34%

Shares6.2K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-0.45%

Shares14.8K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-0.92%

Shares6.7K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

21.75%

Shares20.5K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

-1.99%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

1.06%

Shares22.9K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-2.08%

Shares6.8K

Event2026-06-30

Filed2026-07-27

VISA INC

-2.22%

Shares6.9K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.44%

Shares41.4K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

667.15%

Shares22.3K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

2.61%

Shares6.1K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-1.76%

Shares7.0K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

30.02%

Shares2.5K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

-0.27%

Shares5.4K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

3.55%

Shares730

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

-0.14%

Shares13.9K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-27

BKDV

BNY MELLON ETF TRUST II

5.76%

Shares23.1K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-6.38%

Shares4.8K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.55%

Shares2.9K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

5.71%

Shares5.2K

Event2026-06-30

Filed2026-07-27

FTXL

FIRST TR EXCHANGE TRADED FD

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

PGEN

PRECIGEN INC

-0.11%

Shares105.8K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.10%

Shares1.9K

Event2026-06-30

Filed2026-07-27

CANADIAN IMPERIAL BANK OF CO

New

Shares4.0K

Event2026-06-30

Filed2026-07-27

IBOT

VANECK ETF TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

-0.52%

Shares381

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

14.94%

Shares577

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-27

ICLR

ICON PUB LTD CO

-2.85%

Shares2.2K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-0.92%

Shares1.6K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares612

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-27

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

0.16%

Shares629

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares387

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-19.81%

Shares4.0K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

New

Shares632

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available