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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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