Financial Insights, Inc. Portfolio Holdings

Financial Insights, Inc.

  • $255 Million
  • Q4 2024

Financial Insights, Inc. has filed its 13F form on March 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $255 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $24.8M, Schwab Strategic Tr Us Dividen with a value of $24.2M, Microsoft Corp with a value of $20.9M, Vanguard Growth ETF with a value of $16.7M, and Apple Inc. with a value of $15.9M.

Examining the 13F form we can see an decrease of $47.9M in the current position value, from $303M to 255M.

Below you can find more details about Financial Insights, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $189 Million
Technology: $41.5 Million
Financial Services: $10.6 Million
Consumer Cyclical: $5.82 Million
Consumer Defensive: $3.57 Million
Communication Services: $1.83 Million
Healthcare: $990,000
Energy: $900,000
Other: $1.19 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Million 9.73% of portfolio
359,871
Q4 2024 Reduced 7.66%
$0
$24.2 Million 9.48% of portfolio
884,707
Q4 2024 Added 214.03%
$0
$16.7 Million 6.56% of portfolio
40,744
Q4 2024 Reduced 7.53%
$0
$12.5 Million 4.9% of portfolio
301,546
Q4 2024 Added 2.54%
$0
$9.93 Million 3.9% of portfolio
19,432
Q4 2024 Added 2.84%
$0
$7.94 Million 3.12% of portfolio
115,513
Q4 2024 Added 7.78%
$0
$7.91 Million 3.1% of portfolio
176,049
Q4 2024 Reduced 9.23%
$0
$6.87 Million 2.69% of portfolio
198,474
Q4 2024 Reduced 16.03%
$0
$5.82 Million 2.28% of portfolio
151,762
Q4 2024 Reduced 14.34%
$0
$4.87 Million 1.91% of portfolio
20,265
Q4 2024 Added 2.64%
$0
$4.75 Million 1.86% of portfolio
99,388
Q4 2024 Reduced 29.24%
$0
$4.22 Million 1.65% of portfolio
23,143
Q4 2024 Reduced 4.39%
$0
$3.89 Million 1.52% of portfolio
16,715
Q4 2024 Added 3.08%
$0
$3.57 Million 1.4% of portfolio
33,515
Q4 2024 Reduced 1.93%
$0
$3.43 Million 1.35% of portfolio
12,727
Q4 2024 Reduced 1.22%
$0
$3.43 Million 1.35% of portfolio
100,613
Q4 2024 Reduced 5.81%
$0
$3.18 Million 1.25% of portfolio
62,455
Q4 2024 Reduced 4.27%
$0
$2.63 Million 1.03% of portfolio
23,867
Q4 2024 Reduced 0.81%
$0
$2.49 Million 0.98% of portfolio
8,605
Q4 2024 Reduced 5.08%
$0
$2.18 Million 0.86% of portfolio
35,580
Q4 2024 Reduced 6.25%
$0
$1.8 Million 0.71% of portfolio
44,445
Q4 2024 New
$0
$1.75 Million 0.69% of portfolio
13,722
Q4 2024 Reduced 2.49%
$0
$1.49 Million 0.58% of portfolio
8,343
Q4 2024 Reduced 32.5%
$0
$1.44 Million 0.56% of portfolio
45,800
Q4 2024 Added 1.44%
$0
$1.4 Million 0.55% of portfolio
24,434
Q4 2024 Added 0.0%
$0
$1.32 Million 0.52% of portfolio
3,275
Q4 2024 Reduced 27.34%
$0
$1.24 Million 0.49% of portfolio
7,518
Q4 2024 Added 1.05%
$0
$1.21 Million 0.48% of portfolio
27,534
Q4 2024 Reduced 9.83%
$0
$1.08 Million 0.42% of portfolio
16,559
Q4 2024 Reduced 5.93%
$0
$940,000 0.37% of portfolio
5,081
Q2 2024 Reduced 2.12%
$0
$925,000 0.36% of portfolio
1,718
Q4 2024 Reduced 7.29%
$0
$899,000 0.35% of portfolio
6,826
Q4 2024 Reduced 4.21%
$0
$898,000 0.35% of portfolio
27,233
Q4 2024 Added 4.45%
$0
$846,000 0.33% of portfolio
3,337
Q4 2024 Reduced 6.0%
$0
$755,000 0.3% of portfolio
10,503
Q4 2024 Reduced 20.23%
$0
$747,000 0.29% of portfolio
14,622
Q4 2024 Added 0.89%
$0
$705,000 0.28% of portfolio
5,128
Q4 2024 Added 3.97%
$0
$684,000 0.27% of portfolio
15,840
Q4 2024 Added 6.38%
$0
$697,000 0.27% of portfolio
1,121
Q4 2024 Reduced 1.84%
$0
$653,000 0.26% of portfolio
10,483
Q4 2024 Reduced 21.55%
$0
$582,000 0.23% of portfolio
4,594
Q4 2024 Reduced 2.26%
$0
$564,000 0.22% of portfolio
7,417
Q4 2024 Reduced 3.26%
$0
$534,000 0.21% of portfolio
14,694
Q4 2024 Added 92.25%
$0
$503,000 0.2% of portfolio
16,749
Q4 2024 Added 104.26%
$0
$522,000 0.2% of portfolio
10,815
Q4 2024 Added 6.39%
$0
$477,000 0.19% of portfolio
1,705
Q4 2024 Added 1.79%
$0
$449,000 0.18% of portfolio
5,115
Q4 2024 Reduced 77.74%
$0
$458,000 0.18% of portfolio
10,925
Q4 2024 New
$0
$388,000 0.15% of portfolio
3,822
Q4 2024 Reduced 7.99%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $255 Million
  • Prior Value $303 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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