New Insight Wealth Advisors Portfolio Holdings
Q3 2025•104 long positions•$259.5M portfolio value
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Holding108 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $33.9M 13.08% | +$1.2M Bought | — 50.7K shares | 48.9K → 50.7K +$1.2M | +3.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.0M 6.54% | +$1.3M Bought | — 367.0K shares | 339.7K → 367.0K +$1.3M | +8.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.1M 5.82% | +$933.8K Bought | — 51.5K shares | 48.3K → 51.5K +$933.8K | +6.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.9M 4.21% | -$78.4K Sold | — 14.6K shares | 14.7K → 14.6K −$78.4K | -0.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.8M 4.15% | -$5.1M Sold | — 394.8K shares | 580.9K → 394.8K −$5.1M | -32.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.6M 4.07% | -$1.2M Sold | — 95.6K shares | 106.2K → 95.6K −$1.2M | -10.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 4.04% | -$1.6M Sold | — 55.3K shares | 63.7K → 55.3K −$1.6M | -13.29% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 3.43% | -$85.0K Sold | — 86.2K shares | 87.1K → 86.2K −$85.0K | -0.95% | — — | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $8.8M 3.38% | -$560.3K Sold | 0.001% 19.7K shares | 21.0K → 19.7K −$560.3K | -6.0% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $7.3M 2.81% | +$188.8K Bought | 0.0% 33.2K shares | 32.3K → 33.2K +$188.8K | +2.66% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $5.8M 2.25% | +$295.2K Bought | 0.0% 11.3K shares | 10.7K → 11.3K +$295.2K | +5.32% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.7M 2.21% | +$4.6M Bought | — 102.9K shares | 20.6K → 102.9K +$4.6M | +399.38% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $5.1M 1.98% | -$326.7K Sold | — 23.8K shares | 25.3K → 23.8K −$326.7K | -5.98% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $5.0M 1.92% | +$697.9K Bought | 0.082% 139.5K shares | 120.0K → 139.5K +$697.9K | +16.26% | $6.1B Mid Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.7M 1.81% | +$69.5K Bought | 0.0% 19.3K shares | 19.0K → 19.3K +$69.5K | +1.5% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
REIT - Retail Real Estate | $4.4M 1.68% | -$1.2M Sold | 0.007% 23.3K shares | 29.6K → 23.3K −$1.2M | -21.32% | $61.3B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 1.67% | -$673.3K Sold | — 48.5K shares | 56.0K → 48.5K −$673.3K | -13.42% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $4.0M 1.54% | -$160.1K Sold | 0.0% 5.5K shares | 5.7K → 5.5K −$160.1K | -3.85% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $3.9M 1.51% | -$575.5K Sold | 0.0% 15.4K shares | 17.7K → 15.4K −$575.5K | -12.79% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.9M 1.5% | -$373.8K Sold | 0.003% 153.2K shares | 167.8K → 153.2K −$373.8K | -8.74% | $144.87B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $3.4M 1.32% | +$667.2K Bought | — 12.2K shares | 9.9K → 12.2K +$667.2K | +24.25% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $3.1M 1.19% | -$76.9K Sold | 0.0% 16.5K shares | 16.9K → 16.5K −$76.9K | -2.43% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 1.12% | -$92.3K Sold | — 34.9K shares | 36.0K → 34.9K −$92.3K | -3.09% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 1.11% | +$1.0M Bought | — 36.8K shares | 24.0K → 36.8K +$1.0M | +53.69% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $2.8M 1.07% | — | — 15.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 1.04% | +$256.8K Bought | — 25.8K shares | 23.3K → 25.8K +$256.8K | +10.48% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $2.6M 1.02% | -$472.0K Sold | 0.086% 27.0K shares | 31.8K → 27.0K −$472.0K | -15.18% | $3.1B Mid Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $2.4M 0.922% | -$4.0K Sold | 0.001% 3.0K shares | 3.0K → 3.0K −$4.0K | -0.17% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.3M 0.905% | -$79.2K Sold | 0.0% 7.1K shares | 7.4K → 7.1K −$79.2K | -3.26% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.792% | +$9.0K Bought | — 27.9K shares | 27.8K → 27.9K +$9.0K | +0.44% | — — | Q3 2024 Held for 1y 2m | |
REIT - Diversified Real Estate | $2.0M 0.775% | -$576.6K Sold | 0.014% 29.8K shares | 38.3K → 29.8K −$576.6K | -22.28% | $14.8B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 0.75% | -$191.1K Sold | — 13.8K shares | 15.2K → 13.8K −$191.1K | -8.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.642% | -$95.9K Sold | — 5.1K shares | 5.4K → 5.1K −$95.9K | -5.44% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.6M 0.622% | +$827.5K Bought | — 32.7K shares | 15.9K → 32.7K +$827.5K | +105.07% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.611% | -$41.1K Sold | — 42.7K shares | 43.8K → 42.7K −$41.1K | -2.53% | — — | Q4 2023 Held for 1y 11m | |
Apparel - Retail Consumer Cyclical | $1.5M 0.574% | — | 0.003% 9.8K shares | — | — | $49.6B Large Cap | Q4 2023 Held for 1y 11m | |
REIT - Retail Real Estate | $1.5M 0.57% | +$1.5M New | 0.017% 14.6K shares | 0 → 14.6K +$1.5M | New | $8.7B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.51% | -$29.8K Sold | — 13.9K shares | 14.2K → 13.9K −$29.8K | -2.2% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.3M 0.505% | +$405.5K Bought | 0.002% 15.6K shares | 10.8K → 15.6K +$405.5K | +44.82% | $72.5B Large Cap | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | $1.2M 0.471% | +$348.6K Bought | 0.002% 20.1K shares | 14.4K → 20.1K +$348.6K | +39.86% | $55.6B Large Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.2M 0.455% | -$71.6K Sold | 0.007% 80.5K shares | 85.3K → 80.5K −$71.6K | -5.72% | $17.8B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.453% | +$36.4K Bought | — 14.7K shares | 14.3K → 14.7K +$36.4K | +3.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.451% | +$1.2M New | — 23.2K shares | 0 → 23.2K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $1.2M 0.444% | +$871.9K Bought | 0.0% 3.3K shares | 814.0 → 3.3K +$871.9K | +310.2% | $312.73B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.432% | +$391.2K Bought | — 10.5K shares | 6.9K → 10.5K +$391.2K | +53.6% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.1M 0.422% | +$576.1K Bought | 0.001% 1.2K shares | 565.0 → 1.2K +$576.1K | +110.8% | $190.98B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.42% | -$1.9M Sold | — 51.7K shares | 140.6K → 51.7K −$1.9M | -63.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.415% | +$360.7K Bought | — 30.0K shares | 20.0K → 30.0K +$360.7K | +50.27% | — — | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $947.2K 0.365% | -$8.6K Sold | 0.0% 4.1K shares | 4.1K → 4.1K −$8.6K | -0.9% | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $847.4K 0.327% | -$152.5K Sold | — 35.4K shares | 41.8K → 35.4K −$152.5K | -15.25% | — — | Q2 2024 Held for 1y 5m |
