$360 Million is the total value of Financial Insights, Inc.'s 155 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $34,360,866 | +7.0% | 76,879 | +0.7% | 9.55% | +6.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $30,671,909 | +21.9% | 479,249 | +17.2% | 8.52% | +21.4% |
| AAPL | Sell | APPLE INC | $21,975,047 | +21.2% | 104,335 | -1.4% | 6.10% | +20.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $21,945,922 | -2.5% | 282,226 | +1.1% | 6.10% | -2.8% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $18,178,291 | +5.8% | 48,604 | -2.6% | 5.05% | +5.4% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $12,835,667 | +9.7% | 309,741 | +8.3% | 3.57% | +9.2% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $10,910,708 | +0.8% | 262,719 | +4.5% | 3.03% | +0.4% |
| NVDA | Buy | NVIDIA CORPORATION | $9,903,118 | +41.6% | 80,161 | +935.3% | 2.75% | +41.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $9,634,543 | -11.2% | 194,952 | -9.9% | 2.68% | -11.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,474,985 | +29.3% | 19,776 | +19.8% | 2.63% | +28.8% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $8,993,065 | -10.2% | 278,941 | -11.0% | 2.50% | -10.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $8,061,962 | -4.5% | 19,818 | -1.3% | 2.24% | -4.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $7,486,210 | +2.4% | 198,731 | -1.7% | 2.08% | +2.0% |
| VOTE | Buy | TCW ETF TRUSTtransfrm 500 etf | $6,369,444 | +19.8% | 100,180 | +15.4% | 1.77% | +19.4% |
| AMZN | Buy | AMAZON COM INC | $5,262,971 | +10.4% | 27,234 | +3.0% | 1.46% | +9.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,515,499 | +24.5% | 24,790 | +3.1% | 1.26% | +24.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $4,435,269 | -3.1% | 126,433 | -1.0% | 1.23% | -3.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,176,640 | -1.6% | 22,879 | -1.5% | 1.16% | -1.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $4,030,965 | -9.9% | 16,650 | -7.0% | 1.12% | -10.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $4,021,805 | +71.8% | 50,191 | +56.9% | 1.12% | +71.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,959,824 | +9.0% | 18,161 | +14.3% | 1.10% | +8.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,857,255 | +16.2% | 4,538 | +0.2% | 1.07% | +15.8% |
| MUB | Sell | ISHARES TRnational mun etf | $3,652,135 | -10.5% | 34,276 | -9.6% | 1.02% | -10.8% |
| AVGO | Buy | BROADCOM INC | $3,407,900 | +26.9% | 2,123 | +4.8% | 0.95% | +26.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,343,679 | +5.1% | 14,780 | -3.3% | 0.93% | +4.6% |
| DON | Sell | WISDOMTREE TRus midcap divid | $3,084,707 | -7.0% | 65,955 | -3.0% | 0.86% | -7.4% |
| CCJ | Buy | CAMECO CORP | $2,715,299 | +20.2% | 55,189 | +5.8% | 0.75% | +19.7% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $2,576,726 | +0.7% | 24,812 | -2.2% | 0.72% | +0.4% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $2,489,169 | -0.4% | 14,577 | -4.1% | 0.69% | -0.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,455,176 | +2.7% | 31,344 | +4.7% | 0.68% | +2.2% |
| JPM | Buy | JPMORGAN CHASE & CO. | $2,424,813 | +4.5% | 11,989 | +3.5% | 0.67% | +4.2% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,412,844 | +7.3% | 47,034 | +11.6% | 0.67% | +6.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,372,436 | -3.3% | 8,869 | -6.1% | 0.66% | -3.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $2,362,770 | -4.4% | 41,013 | -3.6% | 0.66% | -4.8% |
| Buy | AMPLIFY ETF TRamplify etho cli | $2,313,958 | +1.4% | 40,955 | +4.9% | 0.64% | +0.9% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,218,997 | +9.7% | 27,368 | +13.7% | 0.62% | +9.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,070,531 | -0.2% | 28,504 | +2.0% | 0.58% | -0.7% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,982,854 | +24.3% | 24,190 | +29.0% | 0.55% | +23.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,799,950 | +6.5% | 4,938 | -1.5% | 0.50% | +6.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,772,054 | +4.8% | 40,495 | +0.0% | 0.49% | +4.2% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $1,703,528 | -8.7% | 5,179 | -16.7% | 0.47% | -9.2% |
| ETN | Sell | EATON CORP PLC | $1,554,267 | -15.2% | 4,957 | -15.5% | 0.43% | -15.5% |
| V | Sell | VISA INC | $1,441,223 | -11.1% | 5,491 | -5.5% | 0.40% | -11.5% |
| WMT | Sell | WALMART INC | $1,412,566 | -2.3% | 20,862 | -13.2% | 0.39% | -2.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,363,307 | -7.6% | 11,495 | -5.7% | 0.38% | -8.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $1,323,923 | -7.1% | 4,920 | -14.4% | 0.37% | -7.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,285,327 | -18.3% | 7,824 | -15.7% | 0.36% | -18.7% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,216,251 | -27.5% | 7,498 | -19.4% | 0.34% | -27.8% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $1,204,090 | -14.8% | 3,119 | -21.6% | 0.34% | -15.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,148,869 | -25.3% | 15,945 | -24.7% | 0.32% | -25.6% |
| FB | Sell | META PLATFORMS INCcl a | $1,146,092 | -15.0% | 2,273 | -18.1% | 0.32% | -15.4% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $1,135,314 | -5.5% | 18,897 | -1.9% | 0.32% | -6.0% |
| MPC | Sell | MARATHON PETE CORP | $1,118,252 | -28.2% | 6,446 | -16.6% | 0.31% | -28.5% |
| MRK | Sell | MERCK & CO INC | $1,094,697 | -26.5% | 8,842 | -21.6% | 0.30% | -26.7% |
| TSLA | Buy | TESLA INC | $1,075,082 | +55.7% | 5,433 | +38.3% | 0.30% | +54.9% |
| HD | Sell | HOME DEPOT INC | $1,065,767 | -18.1% | 3,096 | -8.8% | 0.30% | -18.5% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $1,059,599 | -6.2% | 6,945 | -4.3% | 0.29% | -6.7% |
| VOO | Sell | VANGUARD INDEX FDS | $1,048,773 | -0.4% | 2,097 | -4.3% | 0.29% | -1.0% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $1,042,417 | -3.9% | 13,232 | -2.6% | 0.29% | -4.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,044,509 | -21.2% | 7,146 | -14.7% | 0.29% | -21.6% |
| SBUX | Sell | STARBUCKS CORP | $992,510 | -16.8% | 12,749 | -2.3% | 0.28% | -17.1% |
| CRM | Sell | SALESFORCE INC | $916,819 | -27.6% | 3,566 | -15.2% | 0.26% | -27.8% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $894,292 | -19.0% | 3,362 | -17.6% | 0.25% | -19.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $886,482 | -4.7% | 5,081 | -2.1% | 0.25% | -5.0% |
| XLI | SELECT SECTOR SPDR TRindl | $871,492 | -3.2% | 7,151 | 0.0% | 0.24% | -3.6% | |
| FISV | Sell | FISERV INC | $864,879 | -9.8% | 5,803 | -3.3% | 0.24% | -10.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $848,444 | -23.1% | 6,198 | -22.8% | 0.24% | -23.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $850,464 | -20.8% | 1,670 | -23.1% | 0.24% | -21.3% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $809,532 | -22.7% | 1,404 | -29.7% | 0.22% | -22.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $801,607 | -6.4% | 13,698 | -2.9% | 0.22% | -6.7% |
| IQV | Sell | IQVIA HLDGS INC | $785,077 | -34.2% | 3,713 | -21.3% | 0.22% | -34.5% |
| SFBC | SOUND FINL BANCORP INC | $769,571 | +5.7% | 17,897 | 0.0% | 0.21% | +5.4% | |
| CB | Sell | CHUBB LIMITED | $763,710 | -20.4% | 2,994 | -19.1% | 0.21% | -20.9% |
| CSCO | Sell | CISCO SYS INC | $738,991 | -26.5% | 15,554 | -22.8% | 0.20% | -27.0% |
| IVV | ISHARES TRcore s&p500 etf | $707,021 | +4.1% | 1,292 | 0.0% | 0.20% | +3.7% | |
| XOM | Buy | EXXON MOBIL CORP | $699,306 | +10.7% | 6,075 | +11.8% | 0.19% | +10.2% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $679,104 | -23.9% | 7,352 | -21.3% | 0.19% | -24.1% |
| TJX | Sell | TJX COS INC NEW | $670,179 | +1.6% | 6,087 | -6.5% | 0.19% | +1.1% |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $634,531 | +8.2% | 6,764 | 0.0% | 0.18% | +7.3% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $619,958 | +15.5% | 19,650 | +18.0% | 0.17% | +14.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $616,782 | -7.5% | 4,232 | -6.3% | 0.17% | -8.1% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $612,403 | +15.4% | 18,049 | +18.6% | 0.17% | +14.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $612,241 | -3.5% | 1 | 0.0% | 0.17% | -4.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $608,853 | -10.2% | 1,101 | -5.6% | 0.17% | -10.6% |
| HES | Sell | HESS CORP | $607,340 | -17.6% | 4,117 | -14.7% | 0.17% | -17.6% |
| ALL | Sell | ALLSTATE CORP | $601,918 | -23.8% | 3,770 | -17.5% | 0.17% | -24.1% |
| SPGI | Sell | S&P GLOBAL INC | $598,532 | -14.4% | 1,342 | -18.4% | 0.17% | -14.9% |
| STE | Sell | STERIS PLC | $588,367 | -20.8% | 2,680 | -18.9% | 0.16% | -21.3% |
| AMAT | APPLIED MATLS INC | $584,311 | +14.4% | 2,476 | 0.0% | 0.16% | +14.1% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $577,620 | -18.2% | 2,572 | -22.3% | 0.16% | -18.8% |
| NFLX | Buy | NETFLIX INC | $556,101 | +14.3% | 824 | +2.9% | 0.16% | +14.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $548,407 | +27.3% | 2,990 | +5.7% | 0.15% | +26.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $538,313 | +0.2% | 5,047 | +3.8% | 0.15% | 0.0% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $530,030 | -12.8% | 13,175 | -11.7% | 0.15% | -13.0% |
| ORCL | ORACLE CORP | $518,910 | +12.4% | 3,675 | 0.0% | 0.14% | +11.6% | |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $505,872 | -3.7% | 10,379 | -1.0% | 0.14% | -4.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $502,639 | -32.1% | 12,836 | -24.9% | 0.14% | -32.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $496,058 | -22.5% | 3,008 | -23.7% | 0.14% | -22.5% |
| IVW | ISHARES TRs&p 500 grwt etf | $491,480 | +9.6% | 5,311 | 0.0% | 0.14% | +9.6% | |
| MCD | Buy | MCDONALDS CORP | $487,747 | -6.7% | 1,914 | +3.2% | 0.14% | -6.8% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $490,939 | -12.7% | 7,386 | -14.2% | 0.14% | -13.4% |
| IWP | ISHARES TRrus md cp gr etf | $486,777 | -3.3% | 4,411 | 0.0% | 0.14% | -3.6% | |
| WFC | Buy | WELLS FARGO CO NEW | $460,451 | +116.2% | 7,753 | +111.0% | 0.13% | +116.9% |
| MDT | Sell | MEDTRONIC PLC | $453,684 | -33.5% | 5,764 | -26.3% | 0.13% | -33.7% |
| HAL | Sell | HALLIBURTON CO | $434,208 | -36.8% | 12,854 | -26.3% | 0.12% | -37.0% |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $433,859 | +0.1% | 9,765 | 0.0% | 0.12% | 0.0% | |
| CME | Sell | CME GROUP INC | $427,998 | -24.3% | 2,177 | -17.1% | 0.12% | -24.7% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $428,407 | +6.8% | 2,140 | +5.7% | 0.12% | +6.2% |
| UNP | Sell | UNION PAC CORP | $420,844 | -38.7% | 1,860 | -33.4% | 0.12% | -38.7% |
| IWM | ISHARES TRrussell 2000 etf | $417,751 | -3.5% | 2,059 | 0.0% | 0.12% | -4.1% | |
| AMP | Sell | AMERIPRISE FINL INC | $412,666 | -10.1% | 966 | -7.7% | 0.12% | -10.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $410,951 | -0.1% | 9,649 | -3.7% | 0.11% | -0.9% |
| SGOL | Sell | ETFS GOLD TR | $410,203 | -23.3% | 18,461 | -26.7% | 0.11% | -23.5% |
| EZM | WISDOMTREE TRus midcap fund | $400,831 | -5.3% | 6,936 | 0.0% | 0.11% | -5.9% | |
| DVN | Sell | DEVON ENERGY CORP NEW | $385,552 | -24.5% | 8,134 | -20.1% | 0.11% | -25.2% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $382,749 | -4.4% | 1,530 | -0.4% | 0.11% | -5.4% |
| ESGE | Sell | ISHARES INCesg awr msci em | $374,396 | +4.0% | 11,166 | -0.0% | 0.10% | +4.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $371,450 | -26.3% | 7,643 | -28.7% | 0.10% | -26.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $366,459 | -28.8% | 8,886 | -27.6% | 0.10% | -29.2% |
| APD | Buy | AIR PRODS & CHEMS INC | $364,109 | +11.7% | 1,411 | +4.9% | 0.10% | +11.0% |
| BA | Sell | BOEING CO | $360,453 | -7.1% | 1,980 | -1.5% | 0.10% | -7.4% |
| ISRG | INTUITIVE SURGICAL INC | $358,994 | +11.5% | 807 | 0.0% | 0.10% | +11.1% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $343,525 | -9.4% | 1,750 | 0.0% | 0.10% | -10.4% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $334,417 | -11.0% | 2,210 | -1.7% | 0.09% | -11.4% |
| DHR | Sell | DANAHER CORPORATION | $331,051 | -1.4% | 1,325 | -1.5% | 0.09% | -2.1% |
| BAC | Sell | BANK AMERICA CORP | $324,165 | -18.4% | 8,151 | -22.2% | 0.09% | -18.9% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $320,653 | -1.5% | 8,346 | 0.0% | 0.09% | -2.2% | |
| PEP | Sell | PEPSICO INC | $315,016 | -7.3% | 1,910 | -1.6% | 0.09% | -7.4% |
| NVO | NOVO-NORDISK A Sadr | $315,741 | +11.2% | 2,212 | 0.0% | 0.09% | +11.4% | |
| CVX | Sell | CHEVRON CORP NEW | $317,845 | -36.2% | 2,032 | -35.7% | 0.09% | -36.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $296,018 | -17.7% | 671 | -10.2% | 0.08% | -18.0% |
| KO | Buy | COCA COLA CO | $295,231 | +5.8% | 4,638 | +1.6% | 0.08% | +5.1% |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $292,622 | +0.3% | 9,400 | +0.1% | 0.08% | 0.0% |
| New | GRAYSCALE BITCOIN TR BTC | $278,552 | – | 5,232 | +100.0% | 0.08% | – | |
| EXPD | EXPEDITORS INTL WASH INC | $277,533 | +2.6% | 2,224 | 0.0% | 0.08% | +2.7% | |
| HDV | ISHARES TRcore high dv etf | $274,685 | -1.4% | 2,527 | 0.0% | 0.08% | -2.6% | |
| RAFE | Sell | PIMCO EQUITY SERrafi esg us | $269,332 | -10.8% | 7,643 | -9.9% | 0.08% | -10.7% |
| LLY | ELI LILLY & CO | $270,709 | +16.4% | 299 | 0.0% | 0.08% | +15.4% | |
| ABBV | Buy | ABBVIE INC | $267,226 | +6.8% | 1,558 | +13.5% | 0.07% | +5.7% |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $267,104 | -4.9% | 13,600 | 0.0% | 0.07% | -5.1% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $266,944 | +3.3% | 4,536 | 0.0% | 0.07% | +2.8% | |
| PPL | PPL CORP | $259,716 | +0.4% | 9,393 | 0.0% | 0.07% | 0.0% | |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $260,414 | -21.1% | 3,800 | -20.8% | 0.07% | -21.7% |
| RJF | RAYMOND JAMES FINL INC | $254,760 | -3.7% | 2,061 | 0.0% | 0.07% | -4.1% | |
| DXCM | New | DEXCOM INC | $242,406 | – | 2,138 | +100.0% | 0.07% | – |
| MNST | MONSTER BEVERAGE CORP NEW | $239,760 | -15.7% | 4,800 | 0.0% | 0.07% | -15.2% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $233,919 | -7.9% | 415 | -8.4% | 0.06% | -8.5% |
| RSG | Sell | REPUBLIC SVCS INC | $229,516 | -8.4% | 1,181 | -9.8% | 0.06% | -8.6% |
| VTV | VANGUARD INDEX FDSvalue etf | $222,809 | -1.5% | 1,389 | 0.0% | 0.06% | -1.6% | |
| DIAL | Sell | COLUMBIA ETF TR Idiversifid fxd | $219,458 | -13.7% | 12,439 | -13.0% | 0.06% | -14.1% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $220,233 | -3.3% | 895 | -6.4% | 0.06% | -4.7% |
| EAGG | Sell | ISHARES TResg awr us agrgt | $216,550 | -24.4% | 4,646 | -23.7% | 0.06% | -25.0% |
| BBY | Sell | BEST BUY INC | $215,192 | -7.6% | 2,553 | -10.1% | 0.06% | -7.7% |
| SSGA ACTIVE TRspdr nuveen mun | $206,223 | -0.5% | 6,940 | 0.0% | 0.06% | -1.7% | ||
| SUSA | ISHARES TRmsci usa esg slc | $206,761 | +2.9% | 1,840 | 0.0% | 0.06% | +1.8% | |
| LOW | Exit | LOWES COS INC | $0 | – | -833 | -100.0% | -0.06% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -414 | -100.0% | -0.06% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -466 | -100.0% | -0.07% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -2,250 | -100.0% | -0.08% | – |
| SUM | Exit | SUMMIT MATLS INCcl a | $0 | – | -11,447 | -100.0% | -0.14% | – |
| CASH | Exit | PATHWARD FINANCIAL INC | $0 | – | 0 | +100.0% | -2.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q2 2024 | 14.4% |
| APPLE INC | 23 | Q2 2024 | 8.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 8.4% |
| WISDOMTREE TR | 23 | Q2 2024 | 5.7% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.0% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 2.9% |
| ISHARES TR | 23 | Q2 2024 | 3.1% |
| ISHARES TR | 23 | Q2 2024 | 2.5% |
| STARBUCKS CORP | 23 | Q2 2024 | 1.9% |
| AMAZON COM INC | 23 | Q2 2024 | 1.5% |
View Financial Insights, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-22 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-12-07 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
View Financial Insights, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.