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

Currently, Investment Insight Wealth Management, LLC holds 36 types of securities in its portfolio with a total value $92.7M. In the most recent quarter, they have increased their positions in SPMO (+11.6K shares, valued at $1.3M), BKDV (+8.5K shares, valued at $251.3K), CGIC (+6.8K shares, valued at $225.1K); decreased their positions in MGK (-2.4K shares, valued at $898.4K), AMZN (-865 shares, valued at $180.2K), ICLR (-839 shares, valued at $92.8K); initiated new positions in CGIC (+6.8K shares, valued at $225.1K).

1M P&L

+2.3M+2.79%

3M P&L

+3.6M+4.31%

HY P&L

-44.2M-33.94%

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

1Semiconductors27.5M

37.6%

2N/A21.5M

29.4%

3Credit Services5.5M

7.5%

Top Industries by Stock Count

1N/A12 stocks

38.7%

2Drug Manufacturers - General4 stocks

12.9%

3Software - Application3 stocks

9.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION152.5K shares0.22%2026-03-312026-04-29

BROADCOM INC BROADCOM INC44.2K shares1.01%2026-03-312026-04-29

MGK VANGUARD WORLD FD27.2K shares-8.24%2026-03-312026-04-29

ALPHABET INC ALPHABET INC14.6K shares0.16%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T6.2K shares0.11%2026-03-312026-04-29

AAPL APPLE INC14.8K shares-0.55%2026-03-312026-04-29

MA MASTERCARD INCORPORATED6.8K shares0.04%2026-03-312026-04-29

SHOP SHOPIFY INC22.7K shares0.18%2026-03-312026-04-29

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MSFT MICROSOFT CORP7.0K shares0.91%2026-03-312026-04-29

V VISA INC7.0K shares-1.01%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II16.9K shares219.78%2026-03-312026-04-29

MCD MCDONALDS CORP5.5K shares0.06%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE38.2K shares4.23%2026-03-312026-04-29

AMZN AMAZON COM INC7.2K shares-10.79%2026-03-312026-04-29

NOW SERVICENOW INC13.9K shares-1.06%2026-03-312026-04-29

VOOG VANGUARD ADMIRAL FDS INC2.9K shares0.03%2026-03-312026-04-29

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares-6.40%2026-03-312026-04-29

CRM SALESFORCE INC5.1K shares-0.22%2026-03-312026-04-29

ASML ASML HLDG NV705 shares0.57%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC2.7K shares0.30%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO2.5K shares0.04%2026-03-312026-04-29

SMH VANECK ETF TRUST1.9K shares30.28%2026-03-312026-04-29

BKDV BNY MELLON ETF TRUST II21.9K shares63.20%2026-03-312026-04-29

ABBV ABBVIE INC2.9K shares0.45%2026-03-312026-04-29

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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.0K shares1.44%2026-03-312026-04-29

VBR VANGUARD INDEX FDS1.9K shares0.21%2026-03-312026-04-29

PGEN PRECIGEN INC105.9K shares0.00%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO383 shares-5.67%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR502 shares0.60%2026-03-312026-04-29

ICLR ICON PLC2.3K shares-26.62%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR5.0K shares22.43%2026-03-312026-04-29

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XLI SELECT SECTOR SPDR TR1.5K shares0.21%2026-03-312026-04-29

CGIC CAPITAL GROUP INTERNATIONAL6.8K sharesnew addition2026-03-312026-04-29

AMGN AMGEN INC628 shares0.32%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-29

NVDA

NVIDIA CORPORATION

0.22%

Shares152.5K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

1.01%

Shares44.2K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

-8.24%

Shares27.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.16%

Shares14.6K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.11%

Shares6.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.55%

Shares14.8K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

0.04%

Shares6.8K

Event2026-03-31

Filed2026-04-29

SHOP

SHOPIFY INC

0.18%

Shares22.7K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

0.91%

Shares7.0K

Event2026-03-31

Filed2026-04-29

VISA INC

-1.01%

Shares7.0K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

219.78%

Shares16.9K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

0.06%

Shares5.5K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.23%

Shares38.2K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-10.79%

Shares7.2K

Event2026-03-31

Filed2026-04-29

NOW

SERVICENOW INC

-1.06%

Shares13.9K

Event2026-03-31

Filed2026-04-29

VOOG

VANGUARD ADMIRAL FDS INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-29

ACCENTURE PLC IRELAND

-6.40%

Shares4.9K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

-0.22%

Shares5.1K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

0.57%

Shares705

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

0.30%

Shares2.7K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

30.28%

Shares1.9K

Event2026-03-31

Filed2026-04-29

BKDV

BNY MELLON ETF TRUST II

63.20%

Shares21.9K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.45%

Shares2.9K

Event2026-03-31

Filed2026-04-29

MARVELL TECHNOLOGY INC

1.44%

Shares6.0K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.21%

Shares1.9K

Event2026-03-31

Filed2026-04-29

PGEN

PRECIGEN INC

0.00%

Shares105.9K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-5.67%

Shares383

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

0.60%

Shares502

Event2026-03-31

Filed2026-04-29

ICLR

ICON PLC

-26.62%

Shares2.3K

Event2026-03-31

Filed2026-04-29

XLF

SELECT SECTOR SPDR TR

22.43%

Shares5.0K

Event2026-03-31

Filed2026-04-29

XLI

SELECT SECTOR SPDR TR

0.21%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares6.8K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

0.32%

Shares628

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available