New Insight Wealth Advisors Reduced Holdings in Q4 2024

New Insight Wealth Advisors

  • $200 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-7.11K
- 8.46%
$79.93 - $88.06 $569K - $626K
77K $6.16B
CRM
Salesforce, Inc.

Technology
-3.35K
- 48.54%
$270.87 - $367.87 $906K - $1.23M
3.55K $1.19B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-3.93K
- 3.43%
$105.45 - $117.99 $414K - $463K
110K $11.7B
WPC
W. P. Carey Inc.

Real Estate
-3.47K
- 6.48%
$53.44 - $61.33 $185K - $213K
50K $2.72B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-17.1K
- 8.87%
$21.1 - $23.08 $361K - $395K
176K $3.74B
SPG
Simon Property Group Inc

Real Estate
-3.46K
- 9.37%
$167.23 - $183.84 $579K - $636K
33.5K $5.76B
DIAL
Columbia ETF Tr I Diversified

ETFs
-20.3K
- 27.76%
$17.52 - $18.45 $355K - $374K
52.7K $924M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.62K
- 14.04%
$85.65 - $98.34 $139K - $159K
9.92K $853M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-13.2K
- 55.5%
$20.25 - $20.87 $267K - $275K
10.6K $215M
ABBV
Abb Vie Inc.

Healthcare
-508
- 11.12%
$164.99 - $203.87 $83.8K - $104K
4.06K $721M
PINS
Pinterest, Inc.

Communication Services
-2.52K
- 9.65%
$28.24 - $34.15 $71.2K - $86.1K
23.6K $684M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.2K
- 2.5%
$570.51 - $610.59 $683K - $731K
46.7K $27.5B
INTF
Ishares Tr

ETFs
-3.41K
- 32.1%
$28.54 - $31.26 $97.3K - $107K
7.21K $207M
MINV
Matthews Asia Fds Asia Innovat
-2.62K
- 5.61%
N/A
44K $1.21B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-378
- 5.57%
$238.25 - $261.28 $90.1K - $98.8K
6.41K $1.55B
RWK
Invesco Exchange Traded Fd Tr

ETFs
-744
- 26.28%
$114.67 - $126.49 $85.3K - $94.1K
2.09K $243M
O
Realty Income Corp

Real Estate
-203
- 2.89%
$51.76 - $64.71 $10.5K - $13.1K
6.82K $364M
QCOM
Qualcomm Inc

Technology
-70
- 3.59%
$150.4 - $178.04 $10.5K - $12.5K
1.88K $289M
PFF
Ishares Trust Ishares Pfd And

ETFs
-800
- 9.57%
$31.23 - $33.51 $25K - $26.8K
7.56K $238M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-156
- 4.99%
$113.92 - $127.38 $17.8K - $19.9K
2.97K $342M
UA
Under Armour Inc Cl C

Consumer Cyclical
-1.3K
- 11.07%
$7.37 - $9.94 $9.58K - $12.9K
10.4K $77.9M
ISCB
International Speedway Corp

ETFs
-181
- 2.26%
$57.44 - $64.3 $10.4K - $11.6K
7.82K $459M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-64
- 1.0%
$37.86 - $39.07 $2.42K - $2.5K
6.35K $241M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 2.05%
$521.84 - $558.82 $7.83K - $8.38K
715 $385M
IYG
Ishares Tr

ETFs
-481
- 7.6%
$70.24 - $82.34 $33.8K - $39.6K
5.85K $455M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.34%
$873.59 - $994.69 $874 - $995
296 $272M
DASH
Door Dash, Inc.

Communication Services
-209
- 11.38%
$141.93 - $180.48 $29.7K - $37.7K
1.63K $273M
APP
App Lovin Corp

Technology
-909
- 53.63%
$130.67 - $401.5 $119K - $365K
786 $255M
NOW
Service Now, Inc.

Technology
-9
- 3.02%
$867.18 - $1148.42 $7.8K - $10.3K
289 $306M
V
Visa Inc.

Financial Services
-72
- 4.38%
$273.87 - $320.91 $19.7K - $23.1K
1.57K $496M
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 1.0%
$205.18 - $250.29 $5.33K - $6.51K
2.58K $617M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-7.61K
- 8.98%
$9.71 - $15.34 $73.9K - $117K
77.1K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-287
- 3.83%
$172.07 - $207.36 $49.4K - $59.5K
7.21K $1.42B
GS
Goldman Sachs Group Inc

Financial Services
-50
- 2.25%
$486.1 - $608.57 $24.3K - $30.4K
2.18K $1.25B
NVDA
Nvidia Corp

Technology
-288
- 1.72%
$117.0 - $148.88 $33.7K - $42.9K
16.5K $2.21B
AAPL
Apple Inc.

Technology
-352
- 1.88%
$221.69 - $259.02 $78K - $91.2K
18.4K $4.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-10.2K
- 31.77%
$213.65 - $479.86 $2.17M - $4.88M
21.8K $8.82B
AVGO
Broadcom Inc.

Technology
-178
- 2.05%
$159.67 - $250.0 $28.4K - $44.5K
8.52K $1.98B
AMZN
Amazon Com Inc

Consumer Cyclical
-542
- 1.86%
$180.88 - $232.93 $98K - $126K
28.7K $6.29B
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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