$114 Million is the total value of Financial Insights, Inc.'s 80 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -10,050 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 19 | Q3 2023 | 14.4% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q3 2023 | 9.6% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 8.4% |
| APPLE INC | 19 | Q3 2023 | 8.3% |
| WISDOMTREE TR | 19 | Q3 2023 | 5.7% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q3 2023 | 5.0% |
| SELECT SECTOR SPDR TR | 19 | Q3 2023 | 2.9% |
| ISHARES TR | 19 | Q3 2023 | 3.1% |
| ISHARES TR | 19 | Q3 2023 | 2.5% |
| STARBUCKS CORP | 19 | Q3 2023 | 1.9% |
View Financial Insights, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-09 |
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.