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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.9T
$20.9 Million 8.19% of portfolio
49,540
Q4 2024 Reduced 20.56%
$3.43T
$15.9 Million 6.22% of portfolio
63,347
Q4 2024 Reduced 13.69%
$656B
$8.31 Million 3.26% of portfolio
18,332
Q4 2024 Reduced 3.39%
$2.02T
$2.76 Million 1.08% of portfolio
12,591
Q4 2024 Reduced 26.4%
$303B
$2.31 Million 0.9% of portfolio
17,176
Q4 2024 Reduced 61.4%
$400B
$2.15 Million 0.84% of portfolio
2,346
Q4 2024 Reduced 17.34%
$542B
$792,000 0.31% of portfolio
2,507
Q4 2024 Reduced 32.55%
$789B
$653,000 0.26% of portfolio
1,618
Q4 2024 Reduced 70.19%
$466B
$618,000 0.24% of portfolio
5,754
Q4 2024 Reduced 3.36%
$682B
$623,000 0.24% of portfolio
2,603
Q4 2024 Reduced 59.58%
$974B
$580,000 0.23% of portfolio
3,065
Q4 2024 Reduced 73.97%
$409B
$581,000 0.23% of portfolio
652
Q4 2024 Reduced 18.6%
$426B
$524,000 0.21% of portfolio
3,629
Q4 2024 Reduced 26.34%
$221B
$529,000 0.21% of portfolio
1,827
Q4 2024 Reduced 0.87%
$269B
$516,000 0.2% of portfolio
7,350
Q3 2024 Reduced 5.2%
$232B
$519,000 0.2% of portfolio
5,748
Q4 2024 Reduced 56.8%
$398B
$391,000 0.15% of portfolio
2,333
Q4 2024 Reduced 14.57%
$279B
$334,000 0.13% of portfolio
1,001
Q4 2024 Reduced 46.33%
$360B
$331,000 0.13% of portfolio
852
Q4 2024 Reduced 54.34%
$1.02T
$274,000 0.11% of portfolio
1,442
Q4 2024 Reduced 49.24%
$307B
$282,000 0.11% of portfolio
1,950
Q3 2024 Reduced 4.04%
$374B
$266,000 0.1% of portfolio
1,499
Q4 2024 Reduced 4.4%
$248B
$258,000 0.1% of portfolio
4,368
Q4 2024 Reduced 52.77%
$299B
$262,000 0.1% of portfolio
4,220
Q4 2024 Reduced 8.84%
$223B
$200,000 0.08% of portfolio
914
Q3 2024 New

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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