Financial Insights, Inc. Sells in Q3 2024

Financial Insights, Inc.

  • $303 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-14.5K
- 18.88%
$395.15 - $467.56 $5.74M - $6.79M
62.4K $26.8M
AAPL
Apple Inc.

Technology
-30.9K
- 29.65%
$207.23 - $234.82 $6.41M - $7.27M
73.4K $17.1M
NVDA
Nvidia Corp

Technology
-35.7K
- 44.49%
$98.91 - $134.91 $3.53M - $4.81M
44.5K $5.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-89.5K
- 18.68%
$60.84 - $67.51 $5.45M - $6.04M
390K $26.3M
GOOGL
Alphabet Inc.

Communication Services
-13K
- 52.49%
$148.65 - $191.18 $1.93M - $2.49M
11.8K $1.95M
VEA
Vanguard Ftse Developed Market

ETFs
-54.5K
- 27.95%
$47.6 - $53.31 $2.59M - $2.9M
140K $7.42M
SPYG
Spdr Portfolio

ETFs
-27.2K
- 54.22%
$73.38 - $84.1 $2M - $2.29M
23K $1.91M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-68.8K
- 26.18%
$41.02 - $46.01 $2.82M - $3.16M
194K $8.83M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.1K
- 37.19%
$161.02 - $200.0 $1.63M - $2.03M
17.1K $3.19M
IEFA
Ishares Tr

ETFs
-24.4K
- 85.72%
$70.09 - $78.74 $1.71M - $1.92M
4.07K $317K
COST
Costco Wholesale Corp

Consumer Defensive
-1.7K
- 37.46%
$801.83 - $917.05 $1.36M - $1.56M
2.84K $2.52M
VUG
Vanguard Growth ETF

ETFs
-4.54K
- 9.34%
$341.08 - $391.94 $1.55M - $1.78M
44.1K $16.9M
SPMD
Spdr Portfolio

ETFs
-25K
- 53.23%
$50.29 - $54.92 $1.26M - $1.37M
22K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.3K
- 51.94%
$75.32 - $84.37 $1.23M - $1.37M
15.1K $1.26M
IWR
Ishares Russell Mid Cap ETF

ETFs
-14.9K
- 54.33%
$79.92 - $88.19 $1.19M - $1.31M
12.5K $1.1M
JPM
Jpmorgan Chase & CO

Financial Services
-5.55K
- 46.28%
$194.9 - $224.8 $1.08M - $1.25M
6.44K $1.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
-13.4K
- 55.53%
$81.17 - $90.77 $1.09M - $1.22M
10.8K $961K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-42.6K
- 15.27%
$31.05 - $34.29 $1.32M - $1.46M
236K $8.1M
ETN
Eaton Corp PLC

Industrials
-2.42K
- 48.82%
$272.52 - $333.02 $659K - $806K
2.54K $840K
TT
Trane Technologies PLC

Industrials
-2.61K
- 50.38%
$314.21 - $388.71 $820K - $1.01M
2.57K $998K
NXPI
Nxp Semiconductors N.V.

Technology
-2.2K
- 44.8%
$225.14 - $290.78 $496K - $641K
2.72K $652K
MPC
Marathon Petroleum Corp

Energy
-3.34K
- 51.77%
$158.61 - $180.75 $529K - $603K
3.11K $506K
AMD
Advanced Micro Devices Inc

Technology
-3.78K
- 50.37%
$128.67 - $183.96 $486K - $695K
3.72K $610K
MSI
Motorola Solutions, Inc.

Technology
-1.53K
- 48.96%
$385.65 - $450.49 $589K - $688K
1.59K $715K
MRK
Merck & Co., Inc.

Healthcare
-3.5K
- 39.61%
$111.15 - $128.97 $389K - $452K
5.34K $606K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-15.7K
- 5.06%
$38.33 - $42.48 $600K - $665K
294K $12.4M
VO
Vanguard Mid Cap ETF

ETFs
-3.07K
- 18.41%
$237.84 - $263.83 $729K - $809K
13.6K $3.58M
EW
Edwards Lifesciences Corp

Healthcare
-3.66K
- 49.84%
$59.7 - $93.78 $219K - $344K
3.69K $243K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19.6K
- 15.51%
$33.74 - $37.96 $662K - $744K
107K $4.01M
V
Visa Inc.

Financial Services
-1.77K
- 32.31%
$253.74 - $291.56 $450K - $517K
3.72K $1.02M
CRM
Salesforce, Inc.

Technology
-1.7K
- 47.7%
$238.42 - $276.53 $406K - $470K
1.87K $510K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5.57K
- 42.06%
$75.63 - $84.89 $421K - $472K
7.67K $645K
META
Meta Platforms, Inc.

Communication Services
-949
- 41.75%
$453.41 - $572.44 $430K - $543K
1.32K $757K
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.16K
- 61.56%
$85.48 - $98.39 $356K - $410K
2.6K $250K
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.16K
- 50.92%
$136.93 - $162.81 $432K - $514K
3.04K $488K
WMT
Walmart Inc.

Consumer Defensive
-7.56K
- 36.22%
$66.91 - $81.4 $506K - $615K
13.3K $1.07M
IQV
Iqvia Holdings Inc.

Healthcare
-1.8K
- 48.51%
$206.81 - $251.55 $372K - $453K
1.91K $452K
HES
Hess Corp

Energy
-2.07K
- 50.38%
$126.3 - $155.44 $262K - $322K
2.04K $277K
FISV
Fiserv Inc

Technology
-2.51K
- 43.25%
N/A
3.29K $412K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.96K
- 24.59%
$41.9 - $48.26 $417K - $481K
30.5K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
-1.23K
- 39.73%
$333.64 - $405.2 $410K - $498K
1.87K $756K
CMCSA
Comcast Corp

Communication Services
-7.47K
- 58.18%
$37.33 - $41.78 $279K - $312K
5.37K $224K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-561
- 50.95%
$531.86 - $624.21 $298K - $350K
540 $334K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.22K
- 15.21%
$162.64 - $179.3 $361K - $398K
12.4K $2.22M
UNH
Unitedhealth Group Inc

Healthcare
-673
- 40.3%
$488.01 - $604.18 $328K - $407K
997 $582K
CB
Chubb LTD

Financial Services
-1.23K
- 41.22%
$252.51 - $292.2 $312K - $361K
1.76K $507K
SPGI
S&P Global Inc.

Financial Services
-677
- 50.45%
$446.32 - $527.38 $302K - $357K
665 $343K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-880
- 4.45%
$434.77 - $502.96 $383K - $443K
18.9K $9.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.05K
- 26.19%
$162.83 - $179.16 $334K - $367K
5.78K $1.03M
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
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