$149 Million is the total value of Financial Insights, Inc.'s 123 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TResg aw msci eafe | $1,297,000 | -10.6% | 23,110 | 0.0% | 0.87% | -40.7% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $621,000 | -5.2% | 7,501 | 0.0% | 0.42% | -37.1% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $498,000 | -11.1% | 1,750 | 0.0% | 0.34% | -41.0% | |
| RAFE | PIMCO EQUITY SERrafi esg us | $312,000 | -7.7% | 12,279 | 0.0% | 0.21% | -38.8% | |
| EZM | WISDOMTREE TRus midcap fund | $305,000 | -4.4% | 6,936 | 0.0% | 0.20% | -36.7% | |
| SFBC | SOUND FINL BANCORP INC | $233,000 | +6.9% | 5,742 | 0.0% | 0.16% | -29.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $209,000 | -5.9% | 2,400 | 0.0% | 0.14% | -37.3% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $163,000 | -4.1% | 13,750 | 0.0% | 0.11% | -36.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
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.