New Insight Wealth Advisors Reduced Holdings in Q2 2024

New Insight Wealth Advisors

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
-6.15K
- 12.25%
$140.18 - $153.78 $863K - $946K
44.1K $6.69B
FDD
First Trust Stoxx European Sel

ETFs
-73.7K
- 45.49%
$11.53 - $12.77 $849K - $941K
88.3K $1.03B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-16.7K
- 7.88%
$19.3 - $20.66 $322K - $345K
195K $3.83B
UBER
Uber Technologies, Inc

Technology
-5.49K
- 33.05%
$63.52 - $77.16 $349K - $423K
11.1K $808M
CRM
Salesforce, Inc.

Technology
-146
- 1.69%
$218.01 - $304.74 $31.8K - $44.5K
8.47K $2.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.86K
- 15.5%
$114.71 - $121.51 $328K - $348K
15.6K $1.85B
DIAL
Columbia ETF Tr I Diversified

ETFs
-13.6K
- 8.54%
$17.21 - $17.79 $235K - $242K
146K $2.58B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.71K
- 35.08%
$50.82 - $51.15 $239K - $241K
8.71K $445M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-645
- 2.56%
$159.21 - $168.37 $103K - $109K
24.6K $4.03B
IXJ
Ishares Global Healthcare ETF

ETFs
-1.97K
- 9.6%
$87.41 - $94.12 $172K - $185K
18.5K $1.72B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.61K
- 22.59%
$54.36 - $57.86 $142K - $151K
8.93K $500M
VIG
Vanguard Dividend Appreciation

ETFs
-954
- 4.3%
$173.33 - $185.29 $165K - $177K
21.2K $3.87B
WPC
W. P. Carey Inc.

Real Estate
-1.64K
- 2.7%
$53.32 - $60.11 $87.3K - $98.4K
59K $3.25B
ABBV
Abb Vie Inc.

Healthcare
-660
- 11.81%
$154.79 - $180.76 $102K - $119K
4.93K $846M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.69K
- 10.68%
$79.92 - $84.63 $135K - $143K
14.1K $1.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.43K
- 29.96%
$76.35 - $77.35 $109K - $111K
3.34K $258M
IYG
Ishares Tr

ETFs
-1.4K
- 16.71%
$62.27 - $67.11 $87.2K - $94K
6.99K $455M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 17.01%
$39.16 - $42.3 $64.7K - $69.9K
8.07K $323M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-557
- 17.45%
$81.26 - $87.72 $45.3K - $48.9K
2.64K $222M
JPM
Jpmorgan Chase & CO

Financial Services
-300
- 8.94%
$180.08 - $204.79 $54K - $61.4K
3.05K $618M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-579
- 14.58%
$68.22 - $72.74 $39.5K - $42.1K
3.39K $238M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-1.01K
- 12.4%
$36.4 - $37.62 $36.8K - $38K
7.14K $265M
PFF
Ishares Trust Ishares Pfd And

ETFs
-825
- 8.29%
$30.65 - $32.13 $25.3K - $26.5K
9.13K $288M
V
Visa Inc.

Financial Services
-10
- 0.61%
$262.47 - $281.5 $2.62K - $2.82K
1.64K $431M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-540
- 7.04%
$30.34 - $32.53 $16.4K - $17.6K
7.13K $222M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-115
- 1.36%
$45.6 - $48.78 $5.24K - $5.61K
8.32K $389M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-134
- 2.52%
$38.12 - $41.14 $5.11K - $5.51K
5.18K $204M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2
- 0.11%
$124.6 - $132.46 $249 - $265
1.89K $241M
MRNA
Moderna, Inc.

Healthcare
-551
- 6.27%
$101.21 - $166.61 $55.8K - $91.8K
8.24K $979M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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