NI

New Insight Wealth Advisors

13F
New Insight Wealth Advisors
Last update 2024-08-15 83 Stocks (6 new)
Value $170.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(14.07%)SCHD(7.00%)VIOO(6.65%)VO(5.31%)FBND(4.20%)
Portfolio Report
Summary Stock Picks Current Portfolio
New Insight Wealth Advisors Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
43,671
23897.840
+16.87%
14.070
+2.03%
-
+11.85%
+25.54%
565784.630
 
SCHD 		Schwab US Dividend Equity ETF
152,959
11894.080
+8.27%
7.000
+0.53%
-
+8.63%
+13.86%
65349.613
 
VIOO 		Vanguard S&P Small-Cap 600 ETF
115,001
11294.300
+0.65%
6.650
+0.04%
-
+14.51%
+15.78%
3004.436
 
VO 		Vanguard Mid-Cap ETF
37,251
9018.540
+12.97%
5.310
+0.61%
-
+13.66%
+18.98%
66472.053
 
FBND 		Fidelity Total Bond ETF
158,894
7139.090
+20.99%
4.200
+0.73%
-
-1.76%
-1.47%
14941.150
 
TSLA 		Tesla Inc
35,507
7026.130
+7.86%
4.140
+0.30%
0.000
+65.82%
+31.79%
1054954.006
Vehicles & Parts
VIGI 		Vanguard International Dividend Appreciation ETF
85,062
6913.840
+6.32%
4.070
+0.24%
-
+0.89%
+4.60%
6898.491
 
SPG 		Simon Property Group Inc
44,063
6688.760
-12.25%
3.940
-0.60%
0.010
+18.16%
+30.16%
58149.289
REITs
VGT 		Vanguard Information Technology ETF
11,417
6583.130
+6.36%
3.880
+0.23%
-
+15.70%
+28.71%
74135.781
 
AMZN 		Amazon.com Inc
28,980
5600.390
+2.29%
3.300
+0.07%
0.000
+25.04%
+37.27%
2197111.550
Retail - Cyclical

New Insight Wealth Advisors's Historical Top Holdings Breakdowns

New Insight Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+2.03%
●
497.53 ($525.83) 549.64
$599.82
14.07%
Add 16.87%
43,671
6,304
FBND 		Fidelity Total Bond ETF2024-06-30Add
+0.73%
●
44.06 ($44.79) 45.49
$45.35
1.25%
Add 20.99%
158,894
27,564
VO 		Vanguard Mid-Cap ETF2024-06-30Add
+0.61%
●
234.99 ($243.07) 248.98
$276.77
13.86%
Add 12.97%
37,251
4,276
SPG 		Simon Property Group Inc2024-06-30Reduce
-0.60%
●
140.18 ($147.31) 153.78
$178.22
20.98%
Reduce -12.25%
44,063
-6,153
FDD 		First Trust STOXX European Select Dividend Income Fund2024-06-30Reduce
-0.55%
●
11.53 ($12.18) 12.77
$11.43
-6.16%
Reduce -45.49%
88,262
-73,670
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+0.53%
●
75.81 ($78.09) 80.15
$28.91
-62.98%
Add 8.27%
152,959
11,690
IXN 		iShares Global Tech ETF2024-06-30Add
+0.44%
●
68.72 ($76.18) 84.8
$84.02
10.29%
Add 17.03%
61,275
8,917
SMH 		VanEck Vectors Semiconductor ETF2024-06-30New Buy
+0.44%
●
199.21 ($234.5) 276.76
$251.86
7.40%
New holding
2,873
2,873
SPHY 		SPDR Portfolio High Yield Bond ETF2024-06-30New Buy
+0.33%
●
22.82 ($23.17) 23.32
$23.74
2.46%
New holding
24,485
24,485
TSLA 		Tesla Inc2024-06-30Add
+0.30%
●
142.05 ($174.77) 197.88
$328.49
87.96%
Add 7.86%
35,507
2,588

New Insight Wealth Advisors Total Holding History ($B)

To

New Insight Wealth Advisors's Asset Allocation

To

New Insight Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New Insight Wealth Advisors's Hypothetical Growth since 2024-06-30

New Insight Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

New Insight Wealth Advisors's Holdings Heat Map

Size field:

New Insight Wealth Advisors's Holdings Bubble Chart

New Insight Wealth Advisors News

  • 1

Discussions on New Insight Wealth Advisors

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.