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The Analysis of New Insight Wealth Advisors's Holdings & P&L

Currently, New Insight Wealth Advisors holds 107 types of securities in its portfolio with a total value $278.9M. In the most recent quarter, they have increased their positions in JSCP (+51.3K shares, valued at $2.4M), INTF (+62.1K shares, valued at $2.4M), JMUB (+39.7K shares, valued at $2.0M); decreased their positions in SCHD (-39.5K shares, valued at $1.2M), VIOO (-9.8K shares, valued at $1.1M), SHY (-9.8K shares, valued at $811.5K); initiated new positions in DOC (+30.8K shares, valued at $505.5K), N/A (+2.6K shares, valued at $221.0K).

1M P&L

+10.0M+3.68%

3M P&L

-114.2M-28.87%

HY P&L

-100.5M-26.31%

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/A183.9M

72.6%

2Internet Retail13.8M

5.4%

3Semiconductors8.6M

3.4%

Top Industries by Stock Count

1N/A60 stocks

61.9%

2Software - Application6 stocks

6.2%

3Drug Manufacturers - General3 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR57.0K shares2.41%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR395.8K shares2.33%2026-03-312026-05-08

VO VANGUARD INDEX FDS53.1K shares-1.16%2026-03-312026-05-08

VGT VANGUARD WORLD FD15.3K shares-0.05%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T48.0K shares-7.50%2026-03-312026-05-08

IXN ISHARES TR88.7K shares-0.34%2026-03-312026-05-08

VIOO VANGUARD ADMIRAL FDS INC76.9K shares-11.33%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR273.1K shares-12.65%2026-03-312026-05-08

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FDVV FIDELITY COVINGTON TRUST143.6K shares5.47%2026-03-312026-05-08

AMZN AMAZON COM INC36.0K shares6.65%2026-03-312026-05-08

ALPHABET INC ALPHABET INC22.9K shares7.10%2026-03-312026-05-08

TSLA TESLA INC16.0K shares0.11%2026-03-312026-05-08

KMID VIRTUS ETF TR II240.5K shares-0.50%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC16.5K shares10.99%2026-03-312026-05-08

INTF ISHARES TR137.8K shares82.05%2026-03-312026-05-08

MSFT MICROSOFT CORP13.8K shares11.21%2026-03-312026-05-08

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VIG VANGUARD SPECIALIZED FUNDS22.8K shares-3.55%2026-03-312026-05-08

AAPL APPLE INC18.3K shares-3.09%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F87.8K shares82.34%2026-03-312026-05-08

GLBE GLOBAL E ONLINE LTD139.5K shares0.00%2026-03-312026-05-08

PFE PFIZER INC145.9K shares-4.75%2026-03-312026-05-08

META META PLATFORMS INC6.6K shares15.05%2026-03-312026-05-08

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW34.1K shares10.88%2026-03-312026-05-08

JSCP J P MORGAN EXCHANGE TRADED F74.6K shares219.92%2026-03-312026-05-08

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SPYM SPDR SERIES TRUST43.3K shares2.84%2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW17.8K shares-8.99%2026-03-312026-05-08

NVDA NVIDIA CORPORATION17.4K shares0.95%2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T28.7K shares-0.28%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC2.9K shares-3.35%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS27.6K shares-20.37%2026-03-312026-05-08

FDEM FIDELITY COVINGTON TRUST71.8K shares91.74%2026-03-312026-05-08

RIVN RIVIAN AUTOMOTIVE INC146.6K shares92.43%2026-03-312026-05-08

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XSMO INVESCO EXCHANGE TRADED FD T27.9K shares0.00%2026-03-312026-05-08

ROST ROSS STORES INC9.8K shares0.00%2026-03-312026-05-08

O REALTY INCOME CORP34.6K shares8.99%2026-03-312026-05-08

BROADCOM INC BROADCOM INC6.6K shares-2.23%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD15.9K shares1.24%2026-03-312026-05-08

SMH VANECK ETF TRUST4.9K shares-0.41%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS38.6K shares-3.05%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS12.0K shares-7.06%2026-03-312026-05-08

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UNH UNITEDHEALTH GROUP INC6.2K shares62.10%2026-03-312026-05-08

MINV MATTHEWS ASIA FDS42.5K shares1.04%2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.1K shares-1.25%2026-03-312026-05-08

DIAL COLUMBIA ETF TR I85.0K shares8.35%2026-03-312026-05-08

SHY ISHARES TR18.4K shares-34.82%2026-03-312026-05-08

MUB ISHARES TR14.1K shares36.03%2026-03-312026-05-08

WPC WP CAREY INC21.9K shares-14.55%2026-03-312026-05-08

USMV ISHARES TR15.6K shares-3.11%2026-03-312026-05-08

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HYMB SPDR SERIES TRUST53.5K shares3.74%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.5K shares41.45%2026-03-312026-05-08

NAC NUVEEN CA DIVI ADV MUN99.7K shares42.92%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS14.4K shares-5.78%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F19.7K shares60.47%2026-03-312026-05-08

FCAL FIRST TR EXCH TRADED FD III21.2K shares16.57%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F16.2K shares1.12%2026-03-312026-05-08

SPHY SPDR SERIES TRUST34.8K shares-3.09%2026-03-312026-05-08

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LULU LULULEMON ATHLETICA INC5.2K shares165.87%2026-03-312026-05-08

ABBV ABBVIE INC3.4K shares-12.57%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO2.5K shares-4.28%2026-03-312026-05-08

PEY INVESCO EXCHANGE TRADED FD T33.3K shares-30.89%2026-03-312026-05-08

IJH ISHARES TR10.4K shares-1.40%2026-03-312026-05-08

IYK ISHARES TR9.1K shares-8.91%2026-03-312026-05-08

DON WISDOMTREE TR11.9K shares3.60%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR21.1K shares0.00%2026-03-312026-05-08

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II17.4K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-08

V VISA INC1.9K shares-2.56%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS10.1K shares1.43%2026-03-312026-05-08

DOC HEALTHPEAK PROPERTIES INC30.8K sharesnew addition2026-03-312026-05-08

IYG ISHARES TR5.8K shares-0.66%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS792 shares-3.77%2026-03-312026-05-08

NOW SERVICENOW INC4.5K shares-24.94%2026-03-312026-05-08

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VB VANGUARD INDEX FDS1.6K shares-3.95%2026-03-312026-05-08

IYW ISHARES TR2.2K shares0.00%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC5.6K shares-18.46%2026-03-312026-05-08

CRM SALESFORCE INC2.2K shares-20.08%2026-03-312026-05-08

MRNA MODERNA INC7.8K shares-0.96%2026-03-312026-05-08

FBCG FIDELITY COVINGTON TRUST7.9K shares0.78%2026-03-312026-05-08

CSCO CISCO SYS INC5.0K shares0.02%2026-03-312026-05-08

RWJ INVESCO EXCH TRADED FD TR II7.6K shares-21.30%2026-03-312026-05-08

Sponsored

SHOP SHOPIFY INC3.2K shares-10.54%2026-03-312026-05-08

PINS PINTEREST INC20.5K shares0.00%2026-03-312026-05-08

ILCG ISHARES TR3.9K shares-11.88%2026-03-312026-05-08

ISCB ISHARES TR5.5K shares-4.15%2026-03-312026-05-08

NUSC NUSHARES ETF TR7.7K shares-8.68%2026-03-312026-05-08

LLY ELI LILLY & CO374 shares-2.60%2026-03-312026-05-08

DES WISDOMTREE TR8.8K shares-1.57%2026-03-312026-05-08

APP APPLOVIN CORP766 shares47.31%2026-03-312026-05-08

Sponsored

RWK INVESCO EXCH TRADED FD TR II2.3K shares-3.06%2026-03-312026-05-08

IJR ISHARES TR2.3K shares-15.75%2026-03-312026-05-08

IMCV ISHARES TR3.4K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION286 shares-10.34%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS3.8K shares0.00%2026-03-312026-05-08

AMAT APPLIED MATLS INC820 shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS641 shares3.55%2026-03-312026-05-08

FLOT ISHARES TR5.4K shares-35.85%2026-03-312026-05-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.8K shares-8.93%2026-03-312026-05-08

MOAT VANECK ETF TRUST2.6K shares-20.39%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR415 shares4.80%2026-03-312026-05-08

IJK ISHARES TR2.4K shares-1.05%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC2.6K sharesnew addition2026-03-312026-05-08

IJT ISHARES TR1.5K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL448 shares3.46%2026-03-312026-05-08

DASH DOORDASH INC1.4K shares0.00%2026-03-312026-05-08

Sponsored

VOT VANGUARD INDEX FDS798 shares0.88%2026-03-312026-05-08

UA UNDER ARMOUR INC23.9K shares0.00%2026-03-312026-05-08

BLND BLEND LABS INC45.4K shares0.00%2026-03-312026-05-08

IVV

ISHARES TR

2.41%

Shares57.0K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

2.33%

Shares395.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-1.16%

Shares53.1K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-0.05%

Shares15.3K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-7.50%

Shares48.0K

Event2026-03-31

Filed2026-05-08

IXN

ISHARES TR

-0.34%

Shares88.7K

Event2026-03-31

Filed2026-05-08

VIOO

VANGUARD ADMIRAL FDS INC

-11.33%

Shares76.9K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-12.65%

Shares273.1K

Event2026-03-31

Filed2026-05-08

FDVV

FIDELITY COVINGTON TRUST

5.47%

Shares143.6K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

6.65%

Shares36.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

7.10%

Shares22.9K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

0.11%

Shares16.0K

Event2026-03-31

Filed2026-05-08

KMID

VIRTUS ETF TR II

-0.50%

Shares240.5K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.99%

Shares16.5K

Event2026-03-31

Filed2026-05-08

INTF

ISHARES TR

82.05%

Shares137.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

11.21%

Shares13.8K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-3.55%

Shares22.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-3.09%

Shares18.3K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

82.34%

Shares87.8K

Event2026-03-31

Filed2026-05-08

GLBE

GLOBAL E ONLINE LTD

0.00%

Shares139.5K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-4.75%

Shares145.9K

Event2026-03-31

Filed2026-05-08