New Insight Wealth Advisors Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$199.7B
Holdings
90
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 46,748 | $27.5B | 13.78% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 522,380 | $14.3B | 7.15% | |
| 3 | VIOOVANGUARD ADMIRAL FDS INC | 110,479 | $11.7B | 5.87% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 248,192 | $11.1B | 5.58% | |
| 5 | VOVANGUARD INDEX FDS | 40,246 | $10.6B | 5.32% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 54,365 | $9.5B | 4.77% | |
| 7 | TSLATESLA INC | 21,830 | $8.8B | 4.42% | |
| 8 | VGTVANGUARD WORLD FD | 13,051 | $8.1B | 4.06% | |
| 9 | IXNISHARES TR | 78,759 | $6.7B | 3.34% | |
| 10 | AMZNAMAZON COM INC | 28,652 | $6.3B | 3.15% | |
| 11 | VIGIVANGUARD WHITEHALL FDS | 77,010 | $6.2B | 3.09% | |
| 12 | SPGSIMON PPTY GROUP INC NEW | 33,474 | $5.8B | 2.89% | |
| 13 | AAPLAPPLE INC | 18,378 | $4.6B | 2.31% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 23,473 | $4.6B | 2.30% | |
| 15 | PEYINVESCO EXCHANGE TRADED FD T | 175,929 | $3.7B | 1.87% | |
| 16 | GOOGLALPHABET INC | 17,720 | $3.4B | 1.68% | |
| 17 | MSFTMICROSOFT CORP | 7,883 | $3.3B | 1.66% | |
| 18 | WPCWP CAREY INC | 50,018 | $2.7B | 1.36% | |
| 19 | METAMETA PLATFORMS INC | 4,498 | $2.6B | 1.32% | |
| 20 | SHYISHARES TR | 30,785 | $2.5B | 1.26% | |
| 21 | NVDANVIDIA CORPORATION | 16,481 | $2.2B | 1.11% | |
| 22 | AVGOBROADCOM INC | 8,522 | $2.0B | 0.99% | |
| 23 | VYMVANGUARD WHITEHALL FDS | 14,895 | $1.9B | 0.95% | |
| 24 | KMIDVIRTUS ETF TR II | 66,589 | $1.6B | 0.81% | |
| 25 | SMHVANECK ETF TRUST | 6,405 | $1.6B | 0.78% | |
| 26 | ROSTROSS STORES INC | 9,842 | $1.5B | 0.75% | |
| 27 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,209 | $1.4B | 0.71% | |
| 28 | XMHQINVESCO EXCHANGE TRADED FD T | 13,828 | $1.4B | 0.68% | |
| 29 | FCALFIRST TR EXCH TRADED FD III | 27,102 | $1.3B | 0.67% | |
| 30 | USMVISHARES TR | 14,530 | $1.3B | 0.65% | |
| 31 | GSGOLDMAN SACHS GROUP INC | 2,176 | $1.2B | 0.62% | |
| 32 | XSMOINVESCO EXCHANGE TRADED FD T | 18,711 | $1.2B | 0.62% | |
| 33 | MINVMATTHEWS ASIA FDS | 44,048 | $1.2B | 0.60% | |
| 34 | CRMSALESFORCE INC | 3,547 | $1.2B | 0.59% | |
| 35 | RIVNRIVIAN AUTOMOTIVE INC | 77,095 | $1.0B | 0.51% | |
| 36 | SPYMSPDR SER TR | 14,535 | $1.0B | 0.50% | |
| 37 | SPHYSPDR SER TR | 41,954 | $984.7M | 0.49% | |
| 38 | DIALCOLUMBIA ETF TR I | 52,738 | $924.5M | 0.46% | |
| 39 | IXJISHARES TR | 9,921 | $852.9M | 0.43% | |
| 40 | IJHISHARES TR | 11,979 | $746.4M | 0.37% | |
| 41 | ABBVABBVIE INC | 4,060 | $721.5M | 0.36% | |
| 42 | RWJINVESCO EXCH TRADED FD TR II | 15,133 | $692.5M | 0.35% | |
| 43 | PINSPINTEREST INC | 23,593 | $684.2M | 0.34% | |
| 44 | JPMJPMORGAN CHASE & CO. | 2,575 | $617.3M | 0.31% | |
| 45 | DONWISDOMTREE TR | 11,785 | $600.7M | 0.30% | |
| 46 | SCHGSCHWAB STRATEGIC TR | 20,875 | $581.8M | 0.29% | |
| 47 | IYKISHARES TR | 8,843 | $580.0M | 0.29% | |
| 48 | UBERUBER TECHNOLOGIES INC | 9,560 | $576.7M | 0.29% | |
| 49 | GOOGALPHABET INC | 2,822 | $537.4M | 0.27% | |
| 50 | NACNUVEEN CA QUALTY MUN INCOME | 46,160 | $521.1M | 0.26% | |
| 51 | DESWISDOMTREE TR | 14,726 | $505.8M | 0.25% | |
| 52 | VBKVANGUARD INDEX FDS | 1,796 | $503.0M | 0.25% | |
| 53 | VVISA INC | 1,570 | $496.2M | 0.25% | |
| 54 | MOATVANECK ETF TRUST | 5,290 | $490.5M | 0.25% | |
| 55 | ISCBISHARES TR | 7,820 | $458.8M | 0.23% | |
| 56 | ILCGISHARES TR | 5,085 | $455.6M | 0.23% | |
| 57 | IYGISHARES TR | 5,846 | $454.9M | 0.23% | |
| 58 | IDHQINVESCO EXCH TRADED FD TR II | 15,945 | $451.6M | 0.23% | |
| 59 | SHOPSHOPIFY INC | 4,196 | $446.2M | 0.22% | |
| 60 | NUSCNUSHARES ETF TR | 10,537 | $441.3M | 0.22% | |
| 61 | CSCOCISCO SYS INC | 7,070 | $418.5M | 0.21% | |
| 62 | FDEMFIDELITY COVINGTON TRUST | 16,224 | $409.3M | 0.21% | |
| 63 | VOOVANGUARD INDEX FDS | 715 | $385.3M | 0.19% | |
| 64 | OREALTY INCOME CORP | 6,821 | $364.3M | 0.18% | |
| 65 | MRNAMODERNA INC | 8,545 | $355.3M | 0.18% | |
| 66 | IJRISHARES TR | 2,970 | $342.2M | 0.17% | |
| 67 | VOTVANGUARD INDEX FDS | 1,322 | $335.5M | 0.17% | |
| 68 | NOWSERVICENOW INC | 289 | $306.4M | 0.15% | |
| 69 | VBVANGUARD INDEX FDS | 1,204 | $289.3M | 0.14% | |
| 70 | QCOMQUALCOMM INC | 1,880 | $288.8M | 0.14% | |
| 71 | VCSHVANGUARD SCOTTSDALE FDS | 3,618 | $282.2M | 0.14% | |
| 72 | DASHDOORDASH INC | 1,628 | $273.1M | 0.14% | |
| 73 | COSTCOSTCO WHSL CORP NEW | 296 | $271.7M | 0.14% | |
| 74 | HYMBSPDR SER TR | 10,322 | $264.0M | 0.13% | |
| 75 | AGGISHARES TR | 2,686 | $260.3M | 0.13% | |
| 76 | APPAPPLOVIN CORP | 786 | $254.5M | 0.13% | |
| 77 | IMCVISHARES TR | 3,392 | $251.9M | 0.13% | |
| 78 | BNDVANGUARD BD INDEX FDS | 3,491 | $251.0M | 0.13% | |
| 79 | RWKINVESCO EXCH TRADED FD TR II | 2,087 | $242.6M | 0.12% | |
| 80 | EMHYISHARES INC | 6,352 | $241.2M | 0.12% | |
| 81 | PFFISHARES TR | 7,556 | $237.6M | 0.12% | |
| 82 | VUGVANGUARD INDEX FDS | 573 | $235.2M | 0.12% | |
| 83 | SDYSPDR SER TR | 1,779 | $235.0M | 0.12% | |
| 84 | PLTRPALANTIR TECHNOLOGIES INC | 2,943 | $222.6M | 0.11% | |
| 85 | MUSTCOLUMBIA ETF TR I | 10,580 | $214.9M | 0.11% | |
| 86 | MUBISHARES TR | 1,985 | $211.5M | 0.11% | |
| 87 | CRWDCROWDSTRIKE HLDGS INC | 617 | $211.1M | 0.11% | |
| 88 | IJKISHARES TR | 2,311 | $210.1M | 0.11% | |
| 89 | INTFISHARES TR | 7,209 | $207.0M | 0.10% | |
| 90 | UAUNDER ARMOUR INC | 10,448 | $77.9M | 0.04% |