Sponsored

The Analysis of Financial Insights, Inc.'s Holdings & P&L

Currently, Financial Insights, Inc. holds 130 types of securities in its portfolio with a total value $308.6M. In the most recent quarter, they have increased their positions in N/A (+15.5K shares, valued at $7.4M), SPYM (+51.3K shares, valued at $3.9M), DBEF (+29.9K shares, valued at $1.5M); decreased their positions in VUG (-2.5K shares, valued at $1.1M), MSFT (-2.5K shares, valued at $919.9K), IVV (-418 shares, valued at $273.0K); initiated new positions in N/A (+15.5K shares, valued at $7.4M), N/A (+3.2K shares, valued at $932.3K), N/A (+29.8K shares, valued at $763.8K).

1M P&L

+8.5M+2.87%

3M P&L

-71.2M-18.94%

HY P&L

-58.9M-16.20%

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

1N/A216.7M

77.7%

2Software - Infrastructure23.5M

8.4%

3Consumer Electronics13.2M

4.7%

Top Industries by Stock Count

1N/A78 stocks

64.5%

2Drug Manufacturers - General3 stocks

2.5%

3Semiconductors2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST535.4K shares10.60%2026-03-312026-05-19

SCHD SCHWAB STRATEGIC TR941.0K shares3.45%2026-03-312026-05-19

DBEF DBX ETF TR396.7K shares8.15%2026-03-312026-05-19

MSFT MICROSOFT CORP45.6K shares-5.17%2026-03-312026-05-19

INVESCO QQQ TR INVESCO QQQ TR27.9K shares9.69%2026-03-312026-05-19

AAPL APPLE INC49.3K shares1.58%2026-03-312026-05-19

SPSM SPDR SERIES TRUST251.2K shares9.15%2026-03-312026-05-19

VUG VANGUARD INDEX FDS27.7K shares-8.20%2026-03-312026-05-19

Sponsored

SPEM SPDR INDEX SHS FDS161.5K shares6.25%2026-03-312026-05-19

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.5K sharesnew addition2026-03-312026-05-19

VEA VANGUARD TAX-MANAGED FDS92.8K shares-1.50%2026-03-312026-05-19

VB VANGUARD INDEX FDS21.1K shares-3.59%2026-03-312026-05-19

VIG VANGUARD SPECIALIZED FUNDS22.4K shares0.24%2026-03-312026-05-19

XLK SELECT SECTOR SPDR TR32.9K shares0.66%2026-03-312026-05-19

SPDW SPDR INDEX SHS FDS93.8K shares-0.06%2026-03-312026-05-19

VOTE TCW ETF TRUST50.6K shares-4.88%2026-03-312026-05-19

Sponsored

VV VANGUARD INDEX FDS12.3K shares-0.66%2026-03-312026-05-19

DIVO AMPLIFY ETF TR74.9K shares5.79%2026-03-312026-05-19

PRCS PARNASSUS INCOME FDS132.2K shares14.87%2026-03-312026-05-19

AMZN AMAZON COM INC15.6K shares16.10%2026-03-312026-05-19

DFAC DIMENSIONAL ETF TRUST78.2K shares-5.69%2026-03-312026-05-19

NVDA NVIDIA CORPORATION16.5K shares-7.44%2026-03-312026-05-19

VTI VANGUARD INDEX FDS8.9K shares7.49%2026-03-312026-05-19

RAFE PIMCO EQUITY SER63.1K shares0.03%2026-03-312026-05-19

Sponsored

DON WISDOMTREE TR49.6K shares-1.64%2026-03-312026-05-19

COST COSTCO WHOLESALE CORPORATION2.6K shares1.80%2026-03-312026-05-19

VO VANGUARD INDEX FDS8.5K shares-5.89%2026-03-312026-05-19

CVIE MORGAN STANLEY ETF TRUST32.2K shares0.68%2026-03-312026-05-19

MUB ISHARES TR22.0K shares-8.06%2026-03-312026-05-19

DGRO ISHARES TR33.0K shares-1.35%2026-03-312026-05-19

PWRD TCW ETF TRUST22.8K shares4.03%2026-03-312026-05-19

INEQ COLUMBIA ETF TR I56.1K shares-0.16%2026-03-312026-05-19

Sponsored

VYM VANGUARD WHITEHALL FDS14.1K shares1.44%2026-03-312026-05-19

IDVO AMPLIFY ETF TR50.7K shares27.20%2026-03-312026-05-19

NULG NUSHARES ETF TR20.2K shares0.29%2026-03-312026-05-19

VEU VANGUARD INTL EQUITY INDEX F24.2K shares0.00%2026-03-312026-05-19

DSI ISHARES TR14.2K shares-5.16%2026-03-312026-05-19

VWO VANGUARD INTL EQUITY INDEX F31.7K shares-0.72%2026-03-312026-05-19

QUAL ISHARES TR7.2K shares-0.90%2026-03-312026-05-19

PFF ISHARES TR44.8K shares10.90%2026-03-312026-05-19

Sponsored

LGLV SPDR SERIES TRUST7.0K shares-1.26%2026-03-312026-05-19

CSPF COHEN & STEERS ETF TRUST48.0K shares13.47%2026-03-312026-05-19

IVV ISHARES TR1.9K shares-18.23%2026-03-312026-05-19

XOM EXXON MOBIL CORP7.2K shares-1.78%2026-03-312026-05-19

BROADCOM INC BROADCOM INC3.9K shares4.88%2026-03-312026-05-19

XLI SELECT SECTOR SPDR TR7.1K shares2.51%2026-03-312026-05-19

DFAS DIMENSIONAL ETF TRUST16.0K shares-0.27%2026-03-312026-05-19

SPYV SPDR SERIES TRUST17.8K shares6.90%2026-03-312026-05-19

Sponsored

PSK SPDR SERIES TRUST32.1K shares16.21%2026-03-312026-05-19

IJH ISHARES TR14.6K shares-3.64%2026-03-312026-05-19

SBUX STARBUCKS CORP10.8K shares-4.56%2026-03-312026-05-19

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares11.10%2026-03-312026-05-19

ALPHABET INC ALPHABET INC3.2K sharesnew addition2026-03-312026-05-19

VGT VANGUARD WORLD FD1.2K shares0.17%2026-03-312026-05-19

JNJ JOHNSON & JOHNSON3.3K shares2.57%2026-03-312026-05-19

PYLD PIMCO ETF TR30.6K shares3.23%2026-03-312026-05-19

Sponsored

SPYD SPDR SERIES TRUST17.0K shares-0.59%2026-03-312026-05-19

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I29.8K sharesnew addition2026-03-312026-05-19

JPM JPMORGAN CHASE & CO2.5K shares-0.48%2026-03-312026-05-19

V VISA INC2.4K shares0.00%2026-03-312026-05-19

LLY ELI LILLY & CO783 shares13.64%2026-03-312026-05-19

MCD MCDONALDS CORP2.3K shares4.61%2026-03-312026-05-19

IWF ISHARES TR1.6K shares-1.02%2026-03-312026-05-19

WFC WELLS FARGO & CO8.8K shares-2.48%2026-03-312026-05-19

Sponsored

IJR ISHARES TR5.6K shares21.77%2026-03-312026-05-19

WMT WALMART INC5.6K shares-0.16%2026-03-312026-05-19

VYMI VANGUARD WHITEHALL FDS7.0K shares1.45%2026-03-312026-05-19

IWD ISHARES TR3.1K shares-6.47%2026-03-312026-05-19

SFBC SOUND FINL BANCORP INC14.9K shares0.00%2026-03-312026-05-19

CVX CHEVRON CORPORATION3.1K shares123.48%2026-03-312026-05-19

GEV GE VERNOVA INC709 shares-3.27%2026-03-312026-05-19

SPHD INVESCO EXCH TRADED FD TR II12.3K shares6.01%2026-03-312026-05-19

Sponsored

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-05-19

PJIO PGIM ETF TR10.3K shares75.56%2026-03-312026-05-19

NFLX NETFLIX INC.5.7K shares-10.99%2026-03-312026-05-19

IWP ISHARES TR3.9K shares-3.87%2026-03-312026-05-19

AMAT APPLIED MATLS INC1.5K shares3.41%2026-03-312026-05-19

VPLS VANGUARD MALVERN FDS6.4K shares21.59%2026-03-312026-05-19

VTV VANGUARD INDEX FDS2.5K shares-3.65%2026-03-312026-05-19

META META PLATFORMS INC856 shares-2.62%2026-03-312026-05-19

Sponsored

CSCO CISCO SYS INC6.2K shares1.50%2026-03-312026-05-19

GLD SPDR GOLD TR1.1K sharesnew addition2026-03-312026-05-19

DFUS DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-05-19

JMHI J P MORGAN EXCHANGE TRADED F9.3K shares-6.29%2026-03-312026-05-19

ETFS GOLD TR ETFS GOLD TR10.3K shares0.00%2026-03-312026-05-19

AMD ADVANCED MICRO DEVICES INC2.2K shares-7.25%2026-03-312026-05-19

KO COCA COLA CO5.8K shares-2.82%2026-03-312026-05-19

ABBV ABBVIE INC2.0K shares3.14%2026-03-312026-05-19

Sponsored

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-19

TSLA TESLA INC1.1K shares9.38%2026-03-312026-05-19

EFA ISHARES TR4.2K shares2.54%2026-03-312026-05-19

IVW ISHARES TR3.5K shares-21.94%2026-03-312026-05-19

VHT VANGUARD WORLD FD1.4K shares2.53%2026-03-312026-05-19

SPYX SPDR SERIES TRUST7.2K shares0.00%2026-03-312026-05-19

CAT CATERPILLAR INC529 shares0.19%2026-03-312026-05-19

PG PROCTER & GAMBLE CO2.5K shares0.43%2026-03-312026-05-19

Sponsored

ESGD ISHARES TR3.8K shares-0.21%2026-03-312026-05-19

HDV ISHARES TR2.5K shares0.00%2026-03-312026-05-19

LDUR PIMCO ETF TR3.5K shares53.28%2026-03-312026-05-19

VZ VERIZON COMMUNICATIONS INC6.2K sharesnew addition2026-03-312026-05-19

VNQ VANGUARD INDEX FDS3.4K shares3.00%2026-03-312026-05-19

BA BOEING CO1.5K shares2.99%2026-03-312026-05-19

SBAC SBA COMMUNICATIONS CORP1.8K shares0.00%2026-03-312026-05-19

RTX RTX CORPORATION1.5K shares0.00%2026-03-312026-05-19

Sponsored

TT TRANE TECHNOLOGIES PLC697 shares-23.41%2026-03-312026-05-19

HD HOME DEPOT INC875 shares1.27%2026-03-312026-05-19

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-03-312026-05-19

SMH VANECK ETF TRUST736 sharesnew addition2026-03-312026-05-19

IGM ISHARES TR2.3K shares0.00%2026-03-312026-05-19

EMNT PIMCO ETF TR2.7K shares-3.59%2026-03-312026-05-19

ALPS ETF TR ALPS ETF TR5.0K shares0.40%2026-03-312026-05-19

TJX TJX COS INC NEW1.6K shares-3.22%2026-03-312026-05-19

Sponsored

SDY SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-19

PEY INVESCO EXCHANGE TRADED FD T11.6K shares0.00%2026-03-312026-05-19

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-19

AVUV AMERICAN CENTY ETF TR2.2K sharesnew addition2026-03-312026-05-19

DE DEERE & CO432 shares0.23%2026-03-312026-05-19

SUSA ISHARES TR1.8K shares0.00%2026-03-312026-05-19

EZM WISDOMTREE TR3.6K shares0.00%2026-03-312026-05-19

NUSC NUSHARES ETF TR5.3K shares-0.19%2026-03-312026-05-19

Sponsored

DFUV DIMENSIONAL ETF TRUST4.9K shares0.00%2026-03-312026-05-19

GE AEROSPACE GE AEROSPACE824 shares5.64%2026-03-312026-05-19

ETHO AMPLIFY ETF TR3.5K shares-0.57%2026-03-312026-05-19

JCI JOHNSON CONTROLS INTERNATION1.7K shares-0.87%2026-03-312026-05-19

TQQQ PROSHARES TR5.3K shares3.80%2026-03-312026-05-19

MNST MONSTER BEVERAGE CORP NEW3.0K shares0.00%2026-03-312026-05-19

NUDM NUSHARES ETF TR5.9K shares0.00%2026-03-312026-05-19

ORCL ORACLE CORP1.4K shares0.00%2026-03-312026-05-19

Sponsored

FANG DIAMONDBACK ENERGY INC1.0K sharesnew addition2026-03-312026-05-19

PGX INVESCO EXCH TRADED FD TR II10.6K shares0.00%2026-03-312026-05-19

SPYM

SPDR SERIES TRUST

10.60%

Shares535.4K

Event2026-03-31

Filed2026-05-19

SCHD

SCHWAB STRATEGIC TR

3.45%

Shares941.0K

Event2026-03-31

Filed2026-05-19

DBEF

DBX ETF TR

8.15%

Shares396.7K

Event2026-03-31

Filed2026-05-19

MSFT

MICROSOFT CORP

-5.17%

Shares45.6K

Event2026-03-31

Filed2026-05-19

INVESCO QQQ TR

9.69%

Shares27.9K

Event2026-03-31

Filed2026-05-19

AAPL

APPLE INC

1.58%

Shares49.3K

Event2026-03-31

Filed2026-05-19

SPSM

SPDR SERIES TRUST

9.15%

Shares251.2K

Event2026-03-31

Filed2026-05-19

VUG

VANGUARD INDEX FDS

-8.20%

Shares27.7K

Event2026-03-31

Filed2026-05-19

SPEM

SPDR INDEX SHS FDS

6.25%

Shares161.5K

Event2026-03-31

Filed2026-05-19

BERKSHIRE HATHAWAY INC DEL

New

Shares15.5K

Event2026-03-31

Filed2026-05-19

VEA

VANGUARD TAX-MANAGED FDS

-1.50%

Shares92.8K

Event2026-03-31

Filed2026-05-19

VANGUARD INDEX FDS

-3.59%

Shares21.1K

Event2026-03-31

Filed2026-05-19

VIG

VANGUARD SPECIALIZED FUNDS

0.24%

Shares22.4K

Event2026-03-31

Filed2026-05-19

XLK

SELECT SECTOR SPDR TR

0.66%

Shares32.9K

Event2026-03-31

Filed2026-05-19

SPDW

SPDR INDEX SHS FDS

-0.06%

Shares93.8K

Event2026-03-31

Filed2026-05-19

VOTE

TCW ETF TRUST

-4.88%

Shares50.6K

Event2026-03-31

Filed2026-05-19

VANGUARD INDEX FDS

-0.66%

Shares12.3K

Event2026-03-31

Filed2026-05-19

DIVO

AMPLIFY ETF TR

5.79%

Shares74.9K

Event2026-03-31

Filed2026-05-19

PRCS

PARNASSUS INCOME FDS

14.87%

Shares132.2K

Event2026-03-31

Filed2026-05-19

AMZN

AMAZON COM INC

16.10%

Shares15.6K

Event2026-03-31

Filed2026-05-19

DFAC

DIMENSIONAL ETF TRUST

-5.69%

Shares78.2K

Event2026-03-31

Filed2026-05-19

NVDA

NVIDIA CORPORATION

-7.44%

Shares16.5K

Event2026-03-31

Filed2026-05-19

VTI

VANGUARD INDEX FDS

7.49%

Shares8.9K

Event2026-03-31

Filed2026-05-19

RAFE

PIMCO EQUITY SER

0.03%

Shares63.1K

Event2026-03-31

Filed2026-05-19

DON

WISDOMTREE TR

-1.64%

Shares49.6K

Event2026-03-31

Filed2026-05-19

COST

COSTCO WHOLESALE CORPORATION

1.80%

Shares2.6K

Event2026-03-31

Filed2026-05-19

VANGUARD INDEX FDS

-5.89%

Shares8.5K

Event2026-03-31

Filed2026-05-19

CVIE

MORGAN STANLEY ETF TRUST

0.68%

Shares32.2K

Event2026-03-31

Filed2026-05-19

MUB

ISHARES TR

-8.06%

Shares22.0K

Event2026-03-31

Filed2026-05-19

DGRO

ISHARES TR

-1.35%

Shares33.0K

Event2026-03-31

Filed2026-05-19

PWRD

TCW ETF TRUST

4.03%

Shares22.8K

Event2026-03-31

Filed2026-05-19

INEQ

COLUMBIA ETF TR I

-0.16%

Shares56.1K

Event2026-03-31

Filed2026-05-19

VYM

VANGUARD WHITEHALL FDS

1.44%

Shares14.1K

Event2026-03-31

Filed2026-05-19

IDVO

AMPLIFY ETF TR

27.20%

Shares50.7K

Event2026-03-31

Filed2026-05-19

NULG

NUSHARES ETF TR

0.29%

Shares20.2K

Event2026-03-31

Filed2026-05-19

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-19

DSI

ISHARES TR

-5.16%

Shares14.2K

Event2026-03-31

Filed2026-05-19

VWO

VANGUARD INTL EQUITY INDEX F

-0.72%

Shares31.7K

Event2026-03-31

Filed2026-05-19

QUAL

ISHARES TR

-0.90%

Shares7.2K

Event2026-03-31

Filed2026-05-19

PFF

ISHARES TR

10.90%

Shares44.8K

Event2026-03-31

Filed2026-05-19

LGLV

SPDR SERIES TRUST

-1.26%

Shares7.0K

Event2026-03-31

Filed2026-05-19

CSPF

COHEN & STEERS ETF TRUST

13.47%

Shares48.0K

Event2026-03-31

Filed2026-05-19

IVV

ISHARES TR

-18.23%

Shares1.9K

Event2026-03-31

Filed2026-05-19

XOM

EXXON MOBIL CORP

-1.78%

Shares7.2K

Event2026-03-31

Filed2026-05-19

BROADCOM INC

4.88%

Shares3.9K

Event2026-03-31

Filed2026-05-19

XLI

SELECT SECTOR SPDR TR

2.51%

Shares7.1K

Event2026-03-31

Filed2026-05-19

DFAS

DIMENSIONAL ETF TRUST

-0.27%

Shares16.0K

Event2026-03-31

Filed2026-05-19

SPYV

SPDR SERIES TRUST

6.90%

Shares17.8K

Event2026-03-31

Filed2026-05-19

PSK

SPDR SERIES TRUST

16.21%

Shares32.1K

Event2026-03-31

Filed2026-05-19

IJH

ISHARES TR

-3.64%

Shares14.6K

Event2026-03-31

Filed2026-05-19

SBUX

STARBUCKS CORP

-4.56%

Shares10.8K

Event2026-03-31

Filed2026-05-19

VANGUARD INDEX FDS

11.10%

Shares1.6K

Event2026-03-31

Filed2026-05-19

ALPHABET INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-19

VGT

VANGUARD WORLD FD

0.17%

Shares1.2K

Event2026-03-31

Filed2026-05-19

JNJ

JOHNSON & JOHNSON

2.57%

Shares3.3K

Event2026-03-31

Filed2026-05-19

PYLD

PIMCO ETF TR

3.23%

Shares30.6K

Event2026-03-31

Filed2026-05-19

SPYD

SPDR SERIES TRUST

-0.59%

Shares17.0K

Event2026-03-31

Filed2026-05-19

IMPAX FUNDS SERIES TRUST I

New

Shares29.8K

Event2026-03-31

Filed2026-05-19

JPM

JPMORGAN CHASE & CO

-0.48%

Shares2.5K

Event2026-03-31

Filed2026-05-19

VISA INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-19

LLY

ELI LILLY & CO

13.64%

Shares783

Event2026-03-31

Filed2026-05-19

MCD

MCDONALDS CORP

4.61%

Shares2.3K

Event2026-03-31

Filed2026-05-19

IWF

ISHARES TR

-1.02%

Shares1.6K

Event2026-03-31

Filed2026-05-19

WFC

WELLS FARGO & CO

-2.48%

Shares8.8K

Event2026-03-31

Filed2026-05-19

IJR

ISHARES TR

21.77%

Shares5.6K

Event2026-03-31

Filed2026-05-19

WMT

WALMART INC

-0.16%

Shares5.6K

Event2026-03-31

Filed2026-05-19

VYMI

VANGUARD WHITEHALL FDS

1.45%

Shares7.0K

Event2026-03-31

Filed2026-05-19

IWD

ISHARES TR

-6.47%

Shares3.1K

Event2026-03-31

Filed2026-05-19

SFBC

SOUND FINL BANCORP INC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-19

CVX

CHEVRON CORPORATION

123.48%

Shares3.1K

Event2026-03-31

Filed2026-05-19

GEV

GE VERNOVA INC

-3.27%

Shares709

Event2026-03-31

Filed2026-05-19

SPHD

INVESCO EXCH TRADED FD TR II

6.01%

Shares12.3K

Event2026-03-31

Filed2026-05-19

ALPHABET INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-19

PJIO

PGIM ETF TR

75.56%

Shares10.3K

Event2026-03-31

Filed2026-05-19

NFLX

NETFLIX INC.

-10.99%

Shares5.7K

Event2026-03-31

Filed2026-05-19

IWP

ISHARES TR

-3.87%

Shares3.9K

Event2026-03-31

Filed2026-05-19

AMAT

APPLIED MATLS INC

3.41%

Shares1.5K

Event2026-03-31

Filed2026-05-19

VPLS

VANGUARD MALVERN FDS

21.59%

Shares6.4K

Event2026-03-31

Filed2026-05-19

VTV

VANGUARD INDEX FDS

-3.65%

Shares2.5K

Event2026-03-31

Filed2026-05-19