The Analysis of Financial Insights, Inc.'s Holdings

Currently, Financial Insights, Inc. holds 127 types of securities in its portfolio with a total value $273.8M. In the most recent quarter, they have increased their positions in SPYM (+49.5K shares, valued at $3.6M), PRCS (+96.4K shares, valued at $2.5M), RAFE (+49.3K shares, valued at $1.9M); decreased their positions in AAPL (-16.3K shares, valued at $3.3M), VOTE (-34.2K shares, valued at $2.5M), DFAC (-52.6K shares, valued at $1.9M); initiated new positions in PRCS (+96.4K shares, valued at $2.5M), RAFE (+49.3K shares, valued at $1.9M), NULG (+16.1K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST442.1K shares12.61%2025-06-302025-07-22

SCHD SCHWAB STRATEGIC TR909.0K shares-1.66%2025-06-302025-07-22

MSFT MICROSOFT CORP48.3K shares-2.38%2025-06-302025-07-22

DBEF DBX ETF TR347.2K shares6.61%2025-06-302025-07-22

VUG VANGUARD INDEX FDS33.0K shares-9.18%2025-06-302025-07-22

QQQ INVESCO QQQ TR23.9K shares10.86%2025-06-302025-07-22

AAPL APPLE INC48.8K shares-25.05%2025-06-302025-07-22

SPSM SPDR SERIES TRUST211.6K shares4.74%2025-06-302025-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL17.9K shares-1.13%2025-06-302025-07-22

SPEM SPDR INDEX SHS FDS154.5K shares0.74%2025-06-302025-07-22

VB VANGUARD INDEX FDS22.2K shares7.41%2025-06-302025-07-22

VOTE TCW ETF TRUST71.8K shares-32.24%2025-06-302025-07-22

VEA VANGUARD TAX-MANAGED FDS85.2K shares-3.71%2025-06-302025-07-22

VIG VANGUARD SPECIALIZED FUNDS22.4K shares-1.08%2025-06-302025-07-22

XLK SELECT SECTOR SPDR TR16.7K shares-1.18%2025-06-302025-07-22

DFAC DIMENSIONAL ETF TRUST108.1K shares-32.74%2025-06-302025-07-22

Sponsored

SPDW SPDR INDEX SHS FDS94.5K shares-2.11%2025-06-302025-07-22

VV VANGUARD INDEX FDS12.6K shares0.00%2025-06-302025-07-22

MUB ISHARES TR31.6K shares-0.20%2025-06-302025-07-22

VO VANGUARD INDEX FDS10.7K shares-11.48%2025-06-302025-07-22

DON WISDOMTREE TR55.3K shares-6.43%2025-06-302025-07-22

AMZN AMAZON COM INC12.4K shares-3.57%2025-06-302025-07-22

DIVO AMPLIFY ETF TR60.5K shares10.37%2025-06-302025-07-22

PRCS PARNASSUS INCOME FDS96.4K sharesnew addition2025-06-302025-07-22

Sponsored

COST COSTCO WHSL CORP NEW2.4K shares-2.32%2025-06-302025-07-22

NVDA NVIDIA CORPORATION15.1K shares-9.46%2025-06-302025-07-22

DGRO ISHARES TR34.1K shares-1.27%2025-06-302025-07-22

DSI ISHARES TR17.4K shares-18.41%2025-06-302025-07-22

RAFE PIMCO EQUITY SER49.3K sharesnew addition2025-06-302025-07-22

VYM VANGUARD WHITEHALL FDS13.3K shares-1.06%2025-06-302025-07-22

VTI VANGUARD INDEX FDS5.6K shares-34.63%2025-06-302025-07-22

VEU VANGUARD INTL EQUITY INDEX F24.4K shares0.00%2025-06-302025-07-22

Sponsored

PFF ISHARES TR51.4K shares3.91%2025-06-302025-07-22

NULG NUSHARES ETF TR16.1K sharesnew addition2025-06-302025-07-22

QUAL ISHARES TR7.6K shares-1.40%2025-06-302025-07-22

VWO VANGUARD INTL EQUITY INDEX F26.9K shares-0.91%2025-06-302025-07-22

LGLV SPDR SERIES TRUST7.2K shares-2.97%2025-06-302025-07-22

CVIE MORGAN STANLEY ETF TRUST18.9K sharesnew addition2025-06-302025-07-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F22.0K sharesnew addition2025-06-302025-07-22

AVGO BROADCOM INC3.9K shares-23.25%2025-06-302025-07-22

Sponsored

XLI SELECT SECTOR SPDR TR6.9K shares0.74%2025-06-302025-07-22

DFAS DIMENSIONAL ETF TRUST15.7K shares-4.84%2025-06-302025-07-22

SBUX STARBUCKS CORP10.4K shares5.49%2025-06-302025-07-22

V VISA INC2.6K shares2.84%2025-06-302025-07-22

VHT VANGUARD WORLD FD3.4K shares2.19%2025-06-302025-07-22

VGT VANGUARD WORLD FD1.3K shares12.40%2025-06-302025-07-22

JPM JPMORGAN CHASE & CO.2.8K shares13.02%2025-06-302025-07-22

SPYV SPDR SERIES TRUST15.1K shares-0.20%2025-06-302025-07-22

Sponsored

NFLX NETFLIX INC582 shares0.00%2025-06-302025-07-22

VOO VANGUARD INDEX FDS1.3K shares11.14%2025-06-302025-07-22

PWRD TCW ETF TRUST8.1K sharesnew addition2025-06-302025-07-22

XLV SELECT SECTOR SPDR TR5.3K shares-0.84%2025-06-302025-07-22

IWF ISHARES TR1.6K shares-4.58%2025-06-302025-07-22

SFBC SOUND FINL BANCORP INC14.9K shares0.00%2025-06-302025-07-22

SPYD SPDR SERIES TRUST15.6K shares-3.11%2025-06-302025-07-22

WMT WALMART INC6.7K shares2.53%2025-06-302025-07-22

Sponsored

ETHO AMPLIFY ETF TR11.1K shares-74.09%2025-06-302025-07-22

XOM EXXON MOBIL CORP5.9K shares0.36%2025-06-302025-07-22

MCD MCDONALDS CORP2.2K shares0.42%2025-06-302025-07-22

JNJ JOHNSON & JOHNSON4.1K shares9.24%2025-06-302025-07-22

IJH ISHARES TR10.0K shares-16.91%2025-06-302025-07-22

IWD ISHARES TR3.2K shares-3.46%2025-06-302025-07-22

WFC WELLS FARGO CO NEW7.3K shares0.00%2025-06-302025-07-22

GOOGL ALPHABET INC3.3K shares-0.15%2025-06-302025-07-22

Sponsored

IWP ISHARES TR4.2K shares-6.81%2025-06-302025-07-22

CSPF COHEN & STEERS ETF TRUST21.1K sharesnew addition2025-06-302025-07-22

TT TRANE TECHNOLOGIES PLC1.2K shares0.08%2025-06-302025-07-22

BND VANGUARD BD INDEX FDS7.1K shares-11.38%2025-06-302025-07-22

SPHD INVESCO EXCH TRADED FD TR II10.9K shares0.92%2025-06-302025-07-22

META META PLATFORMS INC677 shares-1.60%2025-06-302025-07-22

VTV VANGUARD INDEX FDS2.6K shares88.55%2025-06-302025-07-22

GEV GE VERNOVA INC853 sharesnew addition2025-06-302025-07-22

Sponsored

LLY ELI LILLY & CO578 shares-4.15%2025-06-302025-07-22

PYLD PIMCO ETF TR16.2K sharesnew addition2025-06-302025-07-22

PJIO PGIM ETF TR6.7K sharesnew addition2025-06-302025-07-22

SBAC SBA COMMUNICATIONS CORP NEW1.8K shares0.00%2025-06-302025-07-22

IVW ISHARES TR3.7K shares0.00%2025-06-302025-07-22

VBK VANGUARD INDEX FDS1.5K shares-14.24%2025-06-302025-07-22

PG PROCTER AND GAMBLE CO2.5K shares0.44%2025-06-302025-07-22

ABBV ABBVIE INC2.1K shares40.95%2025-06-302025-07-22

Sponsored

EFA ISHARES TR4.1K shares-12.70%2025-06-302025-07-22

SPYX SPDR SERIES TRUST7.3K sharesnew addition2025-06-302025-07-22

AMAT APPLIED MATLS INC1.9K shares-18.81%2025-06-302025-07-22

ESGD ISHARES TR3.9K shares-13.90%2025-06-302025-07-22

CSCO CISCO SYS INC4.9K shares0.41%2025-06-302025-07-22

PSK SPDR SERIES TRUST10.6K shares-62.70%2025-06-302025-07-22

KO COCA COLA CO4.8K shares0.63%2025-06-302025-07-22

AMD ADVANCED MICRO DEVICES INC2.3K shares4.27%2025-06-302025-07-22

Sponsored

HD HOME DEPOT INC832 shares-5.45%2025-06-302025-07-22

DFUS DIMENSIONAL ETF TRUST4.5K shares0.00%2025-06-302025-07-22

CRM SALESFORCE INC1.1K shares-0.64%2025-06-302025-07-22

VYMI VANGUARD WHITEHALL FDS3.7K shares-0.88%2025-06-302025-07-22

HDV ISHARES TR2.5K shares0.00%2025-06-302025-07-22

PEY INVESCO EXCHANGE TRADED FD T14.1K shares0.00%2025-06-302025-07-22

WM WASTE MGMT INC DEL1.3K shares0.00%2025-06-302025-07-22

VNQ VANGUARD INDEX FDS3.2K shares-2.84%2025-06-302025-07-22

Sponsored

TSLA TESLA INC889 shares-46.64%2025-06-302025-07-22

EMNT PIMCO ETF TR2.9K shares0.00%2025-06-302025-07-22

IBM INTERNATIONAL BUSINESS MACHS914 shares0.00%2025-06-302025-07-22

NUSC NUSHARES ETF TR6.6K shares-36.93%2025-06-302025-07-22

TJX TJX COS INC NEW2.2K shares17.45%2025-06-302025-07-22

DXCM DEXCOM INC3.1K sharesnew addition2025-06-302025-07-22

CMG CHIPOTLE MEXICAN GRILL INC4.7K shares-11.15%2025-06-302025-07-22

CB CHUBB LIMITED899 shares7.41%2025-06-302025-07-22

Sponsored

GOOG ALPHABET INC1.4K shares0.49%2025-06-302025-07-22

IVV ISHARES TR412 shares-0.72%2025-06-302025-07-22

SGOL ETFS GOLD TR7.8K shares0.00%2025-06-302025-07-22

TAFL AB ACTIVE ETFS INC10.1K sharesnew addition2025-06-302025-07-22

JCI JOHNSON CTLS INTL PLC2.2K sharesnew addition2025-06-302025-07-22

SUSA ISHARES TR1.8K shares0.00%2025-06-302025-07-22

SDY SPDR SERIES TRUST1.7K shares0.00%2025-06-302025-07-22

EAGG ISHARES TR4.8K shares0.00%2025-06-302025-07-22

Sponsored

SPGI S&P GLOBAL INC434 sharesnew addition2025-06-302025-07-22

NUDM NUSHARES ETF TR6.4K shares0.00%2025-06-302025-07-22

NXPI NXP SEMICONDUCTORS N V1.0K shares-5.27%2025-06-302025-07-22

BA BOEING CO1.1K sharesnew addition2025-06-302025-07-22

STE STERIS PLC937 shares3.08%2025-06-302025-07-22

ETN EATON CORP PLC624 sharesnew addition2025-06-302025-07-22

GBTC GRAYSCALE BITCOIN TRUST ETF2.6K sharesnew addition2025-06-302025-07-22

EZM WISDOMTREE TR3.6K shares0.00%2025-06-302025-07-22

Sponsored

MSI MOTOROLA SOLUTIONS INC523 sharesnew addition2025-06-302025-07-22

TQQQ PROSHARES TR2.6K sharesnew addition2025-06-302025-07-22

IJR ISHARES TR1.9K sharesnew addition2025-06-302025-07-22

DE DEERE & CO401 sharesnew addition2025-06-302025-07-22

CAT CATERPILLAR INC516 sharesnew addition2025-06-302025-07-22

PGX INVESCO EXCH TRADED FD TR II14.6K shares2.82%2025-06-302025-07-22

PGF INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2025-06-302025-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available