Financial Insights, Inc.
CIK: 0001642058SEC EDGAR →
Portfolio Value
$273.8M
Holdings
127
As of
Q2 2025
New Positions
23
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 442,147 | $32.1M | 11.74% |
| 2 | SCHWAB STRATEGIC TR | 908,983 | $24.1M | 8.80% |
| 3 | MICROSOFT CORP | 48,337 | $24.0M | 8.78% |
| 4 | DBX ETF TR | 347,238 | $15.2M | 5.55% |
| 5 | VANGUARD INDEX FDS | 33,005 | $14.5M | 5.29% |
| 6 | INVESCO QQQ TR | 23,944 | $13.2M | 4.82% |
| 7 | APPLE INC | 48,806 | $10.0M | 3.66% |
| 8 | SPDR SERIES TRUST | 211,555 | $9.0M | 3.29% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 17,899 | $8.7M | 3.18% |
| 10 | SPDR INDEX SHS FDS | 154,460 | $6.6M | 2.41% |
Quarterly Changes
New Positions (23)
$2.5M · 96K shares
$1.9M · 49K shares
$1.5M · 16K shares
$1.2M · 19K shares
$1.1M · 22K shares
$728K · 8K shares
$538K · 21K shares
$451K · 853 shares
$429K · 16K shares
$419K · 7K shares
$370K · 7K shares
$267K · 3K shares
$247K · 10K shares
$236K · 2K shares
$229K · 434 shares
$228K · 1K shares
$223K · 624 shares
$222K · 3K shares
$220K · 523 shares
$213K · 3K shares
$209K · 2K shares
$204K · 401 shares
$200K · 516 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $191.5M | 70.0% |
| Technology | 12 | $39.8M | 14.5% |
| Unknown | 6 | $26.0M | 9.5% |
| Consumer Cyclical | 7 | $5.4M | 2.0% |
| Consumer Defensive | 4 | $3.8M | 1.4% |
| Communication Services | 4 | $2.1M | 0.8% |
| Industrials | 7 | $1.9M | 0.7% |
| Healthcare | 4 | $1.7M | 0.6% |
| Energy | 1 | $631K | 0.2% |
| Utilities | 1 | $451K | 0.2% |
| Real Estate | 1 | $411K | 0.2% |