Financial Insights, Inc. Reduced Holdings in Q3 2024

Financial Insights, Inc.

  • $303 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-2.22K
- 31.05%
$145.48 - $167.38 $323K - $371K
4.93K $798K
CSCO
Cisco Systems, Inc.

Technology
-6.31K
- 40.54%
$44.74 - $53.22 $282K - $336K
9.25K $492K
ALL
Allstate Corp

Financial Services
-1.88K
- 49.84%
$158.43 - $192.86 $298K - $362K
1.89K $358K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.41K
- 39.58%
$107.93 - $120.23 $260K - $290K
3.68K $432K
LHX
L3 Harris Technologies, Inc.

Industrials
-1.12K
- 43.43%
$221.96 - $243.27 $248K - $272K
1.46K $346K
STE
Steris PLC

Healthcare
-1.11K
- 41.34%
$213.51 - $247.14 $237K - $274K
1.57K $381K
JCI
Johnson Controls International PLC

Industrials
-3.67K
- 49.72%
$65.52 - $77.61 $241K - $285K
3.71K $288K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-21.6K
- 10.85%
$36.02 - $41.68 $776K - $898K
177K $7.31M
AMP
Ameriprise Financial Inc

Financial Services
-457
- 47.31%
$391.53 - $469.81 $179K - $215K
509 $239K
UNP
Union Pacific Corp

Industrials
-843
- 45.32%
$221.78 - $256.09 $187K - $216K
1.02K $250K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.78K
- 17.42%
$71.45 - $75.64 $198K - $210K
13.2K $988K
MDT
Medtronic PLC

Healthcare
-2.41K
- 41.72%
$76.84 - $91.03 $185K - $219K
3.36K $302K
VGT
Vanguard Information Technolog

ETFs
-262
- 18.66%
$514.43 - $606.85 $135K - $159K
1.14K $669K
DHR
Danaher Corp

Healthcare
-589
- 44.45%
$239.25 - $280.76 $141K - $165K
736 $204K
BA
Boeing CO

Industrials
-414
- 20.91%
$152.04 - $190.6 $62.9K - $78.9K
1.57K $238K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-431
- 8.73%
$332.02 - $382.76 $143K - $165K
4.51K $1.69M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.29K
- 29.96%
$39.52 - $51.92 $90.5K - $119K
5.35K $267K
IWM
Ishares Russell 2000 ETF

ETFs
-636
- 30.89%
$200.87 - $224.6 $128K - $143K
1.42K $314K
AMAT
Applied Materials Inc

Technology
-60
- 2.42%
$174.88 - $254.97 $10.5K - $15.3K
2.42K $488K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.16K
- 21.78%
$84.77 - $97.13 $98.1K - $112K
4.15K $397K
VZ
Verizon Communications Inc

Communication Services
-2.75K
- 30.98%
$38.89 - $45.0 $107K - $124K
6.13K $275K
GOOG
Alphabet Inc.

Communication Services
-149
- 4.98%
$149.54 - $192.66 $22.3K - $28.7K
2.84K $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-244
- 11.64%
$475.2 - $527.7 $116K - $129K
1.85K $977K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.03K
- 20.39%
$105.53 - $118.34 $109K - $122K
4.02K $469K
NVO
Novo Nordisk A S

Healthcare
-140
- 6.33%
$119.07 - $145.42 $16.7K - $20.4K
2.07K $246K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.57K
- 24.75%
$22.26 - $25.51 $102K - $117K
13.9K $349K
LLY
Eli Lilly & CO

Healthcare
-49
- 16.39%
$772.14 - $960.02 $37.8K - $47K
250 $221K
WFC
Wells Fargo & Company

Financial Services
-403
- 5.2%
$51.58 - $60.97 $20.8K - $24.6K
7.35K $414K
CVX
Chevron Corp

Energy
-82
- 4.04%
$137.88 - $161.97 $11.3K - $13.3K
1.95K $287K
BAC
Bank Of America Corp

Financial Services
-721
- 8.85%
$36.65 - $44.13 $26.4K - $31.8K
7.43K $294K
PG
Procter & Gamble CO

Consumer Defensive
-277
- 9.21%
$160.76 - $177.82 $44.5K - $49.3K
2.73K $472K
RSG
Republic Services, Inc.

Industrials
-151
- 12.79%
$189.34 - $208.21 $28.6K - $31.4K
1.03K $206K
NUDM
Nuveen Esg International Devel

ETFs
-1.2K
- 12.77%
$30.15 - $34.01 $36.2K - $40.8K
8.2K $275K
XOM
Exxon Mobil Corp

Energy
-121
- 1.99%
$109.72 - $119.0 $13.3K - $14.4K
5.95K $697K
Sound Finl Bancorp Inc
-200
- 1.12%
N/A
17.7K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.3K
- 6.85%
$59.25 - $65.33 $76.7K - $84.6K
17.6K $1.14M
NFLX
Netflix Inc

Communication Services
-23
- 2.79%
$598.55 - $722.26 $13.8K - $16.6K
801 $568K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.06K
- 7.46%
$57.47 - $62.76 $176K - $192K
38K $2.38M
EEM
Ishares Msci Emerging Markets

ETFs
-39
- 0.4%
$40.42 - $46.7 $1.58K - $1.82K
9.61K $440K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-335
- 2.45%
$57.32 - $62.65 $19.2K - $21K
13.4K $832K
KO
Coca Cola CO

Consumer Defensive
-9
- 0.19%
$62.69 - $73.01 $564 - $657
4.63K $332K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-751
- 3.03%
$97.81 - $108.79 $73.5K - $81.7K
24.1K $2.62M
MUB
Ishares National Muni Bond ETF

ETFs
-103
- 0.3%
$106.13 - $108.7 $10.9K - $11.2K
34.2K $3.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-71
- 3.71%
$245.82 - $304.51 $17.5K - $21.6K
1.84K $561K
XLI
Industrial Sector Spdr

ETFs
-25
- 0.35%
$120.56 - $135.44 $3.01K - $3.39K
7.13K $965K
SBUX
Starbucks Corp

Consumer Cyclical
-607
- 4.76%
$72.51 - $98.6 $44K - $59.9K
12.1K $1.18M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-715
- 1.08%
$46.17 - $51.13 $33K - $36.6K
65.2K $3.34M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.11%
$191.76 - $263.26 $1.15K - $1.58K
5.43K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-842
- 4.25%
$405.19 - $478.57 $341K - $403K
19K $8.73M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email