The Analysis of New Insight Wealth Advisors's Holdings
Currently, New Insight Wealth Advisors holds 106 types of securities in its portfolio with a total value $265.8M. In the most recent quarter, they have increased their positions in FDVV (+82.3K shares, valued at $4.6M), FRT (+14.6K shares, valued at $1.5M), FBND (+27.3K shares, valued at $1.3M); decreased their positions in SCHD (-186.1K shares, valued at $5.1M), PEY (-88.9K shares, valued at $1.9M), RSP (-8.5K shares, valued at $1.6M); initiated new positions in FRT (+14.6K shares, valued at $1.5M), JMUB (+23.2K shares, valued at $1.2M), JPST (+11.5K shares, valued at $582.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR50.7K shares3.73%2025-09-302025-10-29
FBND FIDELITY MERRIMACK STR TR367.0K shares8.05%2025-09-302025-10-29 VO VANGUARD INDEX FDS51.5K shares6.58%2025-09-302025-10-29 VGT VANGUARD WORLD FD14.6K shares-0.71%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR394.8K shares-32.03%2025-09-302025-10-29 VIOO VANGUARD ADMIRAL FDS INC95.6K shares-10.03%2025-09-302025-10-29 RSP INVESCO EXCHANGE TRADED FD T55.3K shares-13.29%2025-09-302025-10-29 IXN ISHARES TR86.2K shares-0.95%2025-09-302025-10-29 TSLA TESLA INC19.7K shares-6.00%2025-09-302025-10-29 AMZN AMAZON COM INC33.2K shares2.66%2025-09-302025-10-29 KMID VIRTUS ETF TR II237.7K shares4.66%2025-09-302025-10-29 MSFT MICROSOFT CORP11.3K shares5.32%2025-09-302025-10-29 FDVV FIDELITY COVINGTON TRUST102.9K shares399.38%2025-09-302025-10-29 VIG VANGUARD SPECIALIZED FUNDS23.8K shares-5.98%2025-09-302025-10-29 GLBE GLOBAL E ONLINE LTD139.5K shares16.26%2025-09-302025-10-29 GOOGL ALPHABET INC19.3K shares1.50%2025-09-302025-10-29 SPG SIMON PPTY GROUP INC NEW23.3K shares-21.32%2025-09-302025-10-29 VIGI VANGUARD WHITEHALL FDS48.5K shares-13.42%2025-09-302025-10-29 META META PLATFORMS INC5.5K shares-3.85%2025-09-302025-10-29 AAPL APPLE INC15.4K shares-12.79%2025-09-302025-10-29 PFE PFIZER INC153.2K shares-8.74%2025-09-302025-10-29 TSM TAIWAN SEMICONDUCTOR MFG LTD12.2K shares24.25%2025-09-302025-10-29 NVDA NVIDIA CORPORATION16.5K shares-2.43%2025-09-302025-10-29 SHY ISHARES TR34.9K shares-3.09%2025-09-302025-10-29 SPYM SPDR SERIES TRUST36.8K shares53.69%2025-09-302025-10-29 BABA ALIBABA GROUP HLDG LTD15.5K shares0.00%2025-09-302025-10-29 XMHQ INVESCO EXCHANGE TRADED FD T25.8K shares10.48%2025-09-302025-10-29 ACLS AXCELIS TECHNOLOGIES INC27.0K shares-15.18%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC3.0K shares-0.17%2025-09-302025-10-29 AVGO BROADCOM INC7.1K shares-3.26%2025-09-302025-10-29 XSMO INVESCO EXCHANGE TRADED FD T27.9K shares0.44%2025-09-302025-10-29 WPC WP CAREY INC29.8K shares-22.28%2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS13.8K shares-8.94%2025-09-302025-10-29 SMH VANECK ETF TRUST5.1K shares-5.44%2025-09-302025-10-29 BNDX VANGUARD CHARLOTTE FDS32.7K shares105.07%2025-09-302025-10-29 MINV MATTHEWS ASIA FDS42.7K shares-2.53%2025-09-302025-10-29 ROST ROSS STORES INC9.8K shares0.00%2025-09-302025-10-29 FRT FEDERAL RLTY INVT TR NEW14.6K sharesnew addition2025-09-302025-10-29 USMV ISHARES TR13.9K shares-2.20%2025-09-302025-10-29 MRVL MARVELL TECHNOLOGY INC15.6K shares44.82%2025-09-302025-10-29 O REALTY INCOME CORP20.1K shares39.86%2025-09-302025-10-29 RIVN RIVIAN AUTOMOTIVE INC80.5K shares-5.72%2025-09-302025-10-29 VCSH VANGUARD SCOTTSDALE FDS14.7K shares3.19%2025-09-302025-10-29 JMUB J P MORGAN EXCHANGE TRADED F23.2K sharesnew addition2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC3.3K shares310.20%2025-09-302025-10-29 MUB ISHARES TR10.5K shares53.60%2025-09-302025-10-29 NOW SERVICENOW INC1.2K shares110.80%2025-09-302025-10-29 PEY INVESCO EXCHANGE TRADED FD T51.7K shares-63.24%2025-09-302025-10-29 INTF ISHARES TR30.0K shares50.27%2025-09-302025-10-29 ABBV ABBVIE INC4.1K shares-0.90%2025-09-302025-10-29 SPHY SPDR SERIES TRUST35.4K shares-15.25%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.2.6K shares-5.48%2025-09-302025-10-29 GOOG ALPHABET INC3.3K shares-1.87%2025-09-302025-10-29 HYMB SPDR SERIES TRUST32.2K shares255.50%2025-09-302025-10-29 CRM SALESFORCE INC3.1K shares-15.22%2025-09-302025-10-29 UBER UBER TECHNOLOGIES INC7.4K shares-5.74%2025-09-302025-10-29 IYK ISHARES TR10.5K shares-2.33%2025-09-302025-10-29 IJH ISHARES TR11.0K shares2.20%2025-09-302025-10-29 FDEM FIDELITY COVINGTON TRUST23.6K shares9.71%2025-09-302025-10-29 FLOT ISHARES TR13.7K shares7.33%2025-09-302025-10-29 PINS PINTEREST INC20.4K shares-3.53%2025-09-302025-10-29 V VISA INC1.9K shares0.00%2025-09-302025-10-29 FCAL FIRST TR EXCH TRADED FD III13.1K shares-13.78%2025-09-302025-10-29 SCHG SCHWAB STRATEGIC TR19.6K shares-9.65%2025-09-302025-10-29 VTI VANGUARD INDEX FDS1.9K shares-0.26%2025-09-302025-10-29 RBLX ROBLOX CORP4.3K shares20.68%2025-09-302025-10-29 APP APPLOVIN CORP817 shares-17.14%2025-09-302025-10-29 JPST J P MORGAN EXCHANGE TRADED F11.5K sharesnew addition2025-09-302025-10-29 DON WISDOMTREE TR11.1K shares-8.98%2025-09-302025-10-29 IYG ISHARES TR6.4K shares-8.55%2025-09-302025-10-29 SHOP SHOPIFY INC3.9K shares-5.17%2025-09-302025-10-29 IDHQ INVESCO EXCH TRADED FD TR II16.9K shares-2.88%2025-09-302025-10-29 DIAL COLUMBIA ETF TR I30.5K shares5.42%2025-09-302025-10-29 VTEB VANGUARD MUN BD FDS10.4K shares79.91%2025-09-302025-10-29 ILCG ISHARES TR4.8K shares-9.85%2025-09-302025-10-29 RWJ INVESCO EXCH TRADED FD TR II10.0K shares-14.06%2025-09-302025-10-29 NAC NUVEEN CA QUALTY MUN INCOME41.2K shares0.24%2025-09-302025-10-29 PLTR PALANTIR TECHNOLOGIES INC2.5K shares-9.03%2025-09-302025-10-29 VBIL VANGUARD INSTL INDEX FD6.1K shares-20.96%2025-09-302025-10-29 IYW ISHARES TR2.2K shares0.00%2025-09-302025-10-29 VB VANGUARD INDEX FDS1.7K shares18.16%2025-09-302025-10-29 ISCB ISHARES TR6.6K shares-6.98%2025-09-302025-10-29 VOO VANGUARD INDEX FDS679 shares-3.55%2025-09-302025-10-29 DASH DOORDASH INC1.5K shares-6.59%2025-09-302025-10-29 MUST COLUMBIA ETF TR I19.0K shares0.00%2025-09-302025-10-29 NUSC NUSHARES ETF TR8.8K shares-9.05%2025-09-302025-10-29 MOAT VANECK ETF TRUST3.5K shares-4.16%2025-09-302025-10-29 CSCO CISCO SYS INC5.0K shares-6.14%2025-09-302025-10-29 JEPI J P MORGAN EXCHANGE TRADED F6.0K shares31.42%2025-09-302025-10-29 DES WISDOMTREE TR9.2K shares-20.74%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW328 shares-1.80%2025-09-302025-10-29 RWK INVESCO EXCH TRADED FD TR II2.4K shares0.00%2025-09-302025-10-29 VOT VANGUARD INDEX FDS972 shares-9.07%2025-09-302025-10-29 LLY ELI LILLY & CO373 shares-5.33%2025-09-302025-10-29 IMCV ISHARES TR3.4K shares0.00%2025-09-302025-10-29 IJR ISHARES TR2.2K shares-1.88%2025-09-302025-10-29 BND VANGUARD BD INDEX FDS3.5K shares-28.62%2025-09-302025-10-29 QQQ INVESCO QQQ TR418 shares4.76%2025-09-302025-10-29 MRNA MODERNA INC9.5K shares-3.57%2025-09-302025-10-29 PFF ISHARES TR7.6K shares-12.78%2025-09-302025-10-29 AGG ISHARES TR2.2K shares-16.60%2025-09-302025-10-29 IJK ISHARES TR2.3K shares-0.48%2025-09-302025-10-29 IXJ ISHARES TR2.5K shares-28.85%2025-09-302025-10-29 ADSK AUTODESK INC679 shares0.00%2025-09-302025-10-29 VUG VANGUARD INDEX FDS424 sharesnew addition2025-09-302025-10-29 UA UNDER ARMOUR INC23.9K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available