Financial Insights, Inc. Top Holdings and 13F Report (2024) → Trump’s Former Wingman Bets Big on AI (From Banyan Hill Publishing) (Ad) About Financial Insights, Inc.Investment ActivityFinancial Insights, Inc. has $358.51 million in total holdings as of March 31, 2024.Financial Insights, Inc. owns shares of 159 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 15.15% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Financial Insights, Inc. has purchased 146 new stocks and bought additional shares in 41 stocks.Financial Insights, Inc. sold shares of 75 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $32,116,114SPDR Portfolio S&P 500 ETF $25,157,249Schwab US Dividend Equity ETF $22,497,654Apple $18,137,919Vanguard Growth ETF $17,183,413 Largest New Holdings this Quarter Pathward Financial $10,506,511 HoldingInvesco QQQ $7,326,691 HoldingSPDR Portfolio S&P 500 Growth ETF $2,340,581 HoldingAMPLIFY ETF TR $2,282,943 HoldingSPDR Portfolio S&P 400 Mid Cap ETF $2,248,601 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 229,559 shares (about $14.12M)Invesco QQQ 16,501 shares (about $7.33M)Xtrackers MSCI EAFE Hedged Equity ETF 78,252 shares (about $3.20M)SPDR Portfolio S&P 600 Small Cap ETF 59,189 shares (about $2.55M)SPDR Portfolio S&P 500 Growth ETF 31,997 shares (about $2.34M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 93,989 shares (about $4.72M)Dimensional U.S. Core Equity 2 ETF 143,529 shares (about $4.59M)Vanguard Mid-Cap ETF 8,072 shares (about $2.02M)SPDR Portfolio Emerging Markets ETF 54,120 shares (about $1.96M)Schwab US Dividend Equity ETF 18,437 shares (about $1.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Insights, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$32,116,114$1,661,004 ▲5.5%76,3369.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$25,157,249$14,124,749 ▲128.0%408,8627.0%ETFSCHDSchwab US Dividend Equity ETF$22,497,654$1,486,577 ▼-6.2%279,0236.3%ETFAAPLApple$18,137,919$270,423 ▼-1.5%105,7735.1%Computer and TechnologyVUGVanguard Growth ETF$17,183,413$632,292 ▼-3.5%49,9234.8%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$11,704,629$3,202,854 ▲37.7%285,9673.3%ETFVEAVanguard FTSE Developed Markets ETF$10,854,759$4,715,418 ▼-30.3%216,3603.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$10,825,292$2,547,495 ▲30.8%251,5173.0%ETFCASHPathward Financial$10,506,511New Holding02.9%FinanceDFACDimensional U.S. Core Equity 2 ETF$10,018,954$4,585,756 ▼-31.4%313,5822.8%ETFBRK.BBerkshire Hathaway$8,444,462$209,419 ▼-2.4%20,0812.4%FinanceQQQInvesco QQQ$7,326,691$7,326,691 ▲New Holding16,5012.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$7,314,156$1,958,606 ▼-21.1%202,1042.0%ETFNVDANVIDIA$6,995,815$464,400 ▲7.1%7,7432.0%Computer and TechnologyVOTETCW Transform 500 ETF$5,318,397$1,585,958 ▲42.5%86,8271.5%ETFAMZNAmazon.com$4,767,624$233,953 ▲5.2%26,4311.3%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$4,577,619$520,718 ▼-10.2%127,7241.3%ETFVOVanguard Mid-Cap ETF$4,473,743$2,016,870 ▼-31.1%17,9051.2%ETFVIGVanguard Dividend Appreciation ETF$4,242,8390.0%23,2341.2%ETFMUBiShares National Muni Bond ETF$4,080,860$912,453 ▼-18.3%37,9261.1%ETFVBVanguard Small-Cap ETF$3,632,067$840,068 ▼-18.8%15,8891.0%ETFGOOGLAlphabet$3,627,904$304,426 ▲9.2%24,0371.0%Computer and TechnologyCOSTCostco Wholesale$3,319,547$41,760 ▲1.3%4,5310.9%Retail/WholesaleDONWisdomTree U.S. MidCap Dividend Fund$3,317,212$220,588 ▼-6.2%68,0170.9%FinanceXLKTechnology Select Sector SPDR Fund$3,182,366$104,135 ▼-3.2%15,2800.9%ETFAVGOBroadcom$2,684,752$302,134 ▲12.7%2,0260.7%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$2,557,751$13,105 ▼-0.5%25,3720.7%ETFQUALiShares MSCI USA Quality Factor ETF$2,498,449$121,948 ▼-4.7%15,2020.7%ETFDGROiShares Core Dividend Growth ETF$2,470,629$191,540 ▼-7.2%42,5530.7%ETFVTIVanguard Total Stock Market ETF$2,453,630$75,888 ▼-3.0%9,4410.7%ETFEFAiShares MSCI EAFE ETF$2,391,464$2,138,230 ▲844.4%29,9460.7%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$2,340,581$2,340,581 ▲New Holding31,9970.7%ETFJPMJPMorgan Chase & Co.$2,320,595$97,142 ▲4.4%11,5860.6%FinanceAMPLIFY ETF TR$2,282,943$2,282,943 ▲New Holding39,0320.6%AMPLIFY ETHO CLICCJCameco$2,259,744$203,474 ▲9.9%52,1640.6%Basic MaterialsSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,248,601$2,248,601 ▲New Holding42,1560.6%ETFIEFAiShares Core MSCI EAFE ETF$2,074,597$27,090 ▼-1.3%27,9520.6%ETFIWRiShares Russell Mid-Cap ETF$2,023,289$2,023,289 ▲New Holding24,0610.6%ETFTTTrane Technologies$1,866,644$182,522 ▲10.8%6,2180.5%Business ServicesETNEaton$1,833,243$51,280 ▼-2.7%5,8630.5%Industrial ProductsVWOVanguard FTSE Emerging Markets ETF$1,690,841$91,643 ▼-5.1%40,4800.5%ETFIWFiShares Russell 1000 Growth ETF$1,689,969$3,708 ▼-0.2%5,0140.5%ETFAMDAdvanced Micro Devices$1,678,196$1,678,196 ▲New Holding9,2980.5%Computer and TechnologyVVisa$1,621,176$315,360 ▼-16.3%5,8090.5%Business ServicesVTWOVanguard Russell 2000 ETF$1,595,130$1,595,130 ▲New Holding18,7530.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,572,770$81,636 ▲5.5%9,2860.4%ETFMPCMarathon Petroleum$1,557,998$147,901 ▲10.5%7,7320.4%Oils/EnergyBNDVanguard Total Bond Market ETF$1,538,368$362,277 ▼-19.1%21,1810.4%ETFMRKMerck & Co., Inc.$1,488,716$220,101 ▼-12.9%11,2820.4%MedicalVYMVanguard High Dividend Yield ETF$1,475,4730.0%12,1950.4%ETFWMTWalmart$1,446,246$974,453 ▲206.5%24,0360.4%Retail/WholesaleNXPINXP Semiconductors$1,424,430$7,433 ▲0.5%5,7490.4%Computer and TechnologyMSIMotorola Solutions$1,412,465$99,394 ▼-6.6%3,9790.4%Computer and TechnologyMETAMeta Platforms$1,348,456$190,347 ▲16.4%2,7770.4%Computer and TechnologyJNJJohnson & Johnson$1,325,636$332,675 ▼-20.1%8,3800.4%MedicalHDHome Depot$1,301,555$377,462 ▼-22.5%3,3930.4%Retail/WholesaleCRMSalesforce$1,266,462$29,214 ▲2.4%4,2050.4%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$1,201,333$297,731 ▼-19.9%19,2710.3%ETFIQVIQVIA$1,193,388$60,441 ▼-4.8%4,7190.3%MedicalSBUXStarbucks$1,192,731$203,617 ▼-14.6%13,0510.3%Retail/WholesaleLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,129,738$163,371 ▼-12.6%7,2540.3%ETFVHTVanguard Health Care ETF$1,103,451$197,480 ▲21.8%4,0790.3%ETFICEIntercontinental Exchange$1,103,013$66,104 ▼-5.7%8,0260.3%FinanceESGDiShares ESG Aware MSCI EAFE ETF$1,085,258$69,602 ▼-6.0%13,5810.3%ManufacturingUNHUnitedHealth Group$1,074,488$234,488 ▼-17.9%2,1720.3%MedicalVOOVanguard S&P 500 ETF$1,053,214$1,923 ▲0.2%2,1910.3%ETFVGTVanguard Information Technology ETF$1,047,631$7,865 ▼-0.7%1,9980.3%ETFCSCOCisco Systems$1,005,924$111,647 ▼-10.0%20,1550.3%Computer and TechnologyCBChubb$959,299$180,354 ▼-15.8%3,7020.3%FinanceFIFiserv$959,080$116,189 ▲13.8%6,0010.3%Business ServicesIWDiShares Russell 1000 Value ETF$929,760$25,613 ▼-2.7%5,1910.3%ETFXLIIndustrial Select Sector SPDR Fund$900,7400.0%7,1510.3%ETFEWEdwards Lifesciences$892,435$303,690 ▼-25.4%9,3390.2%MedicalIJHiShares Core S&P Mid-Cap ETF$856,738$685,390 ▲400.0%14,1050.2%ETFALLAllstate$790,137$46,540 ▼-5.6%4,5670.2%FinanceSTESTERIS$743,255$19,110 ▼-2.5%3,3060.2%MedicalCMCSAComcast$740,714$96,756 ▼-11.6%17,0870.2%Consumer DiscretionaryHESHess$736,641$103,948 ▲16.4%4,8260.2%Oils/EnergySFBCSound Financial Bancorp$728,229$494,587 ▲211.7%17,8970.2%FinanceLHXL3Harris Technologies$705,787$189,020 ▼-21.1%3,3120.2%AerospaceSPGIS&P Global$699,440$60,414 ▼-8.0%1,6440.2%Business ServicesTSLATesla$690,327$16,173 ▼-2.3%3,9270.2%Auto/Tires/TrucksHALHalliburton$687,524$287,884 ▼-29.5%17,4410.2%Oils/EnergyUNPUnion Pacific$686,391$7,624 ▲1.1%2,7910.2%TransportationMDTMedtronic$681,774$104,231 ▼-13.3%7,8230.2%MedicalIVViShares Core S&P 500 ETF$679,243$7,886 ▲1.2%1,2920.2%ETFTMOThermo Fisher Scientific$677,691$46,497 ▲7.4%1,1660.2%MedicalXLVHealth Care Select Sector SPDR Fund$666,935$32,941 ▼-4.7%4,5150.2%ETFTJXTJX Companies$659,940$298,986 ▼-31.2%6,5070.2%Retail/WholesalePGProcter & Gamble$639,749$6,814 ▲1.1%3,9430.2%Consumer StaplesBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceXOMExxon Mobil$631,722$20,108 ▲3.3%5,4350.2%Oils/EnergySPYDSPDR Portfolio S&P 500 High Dividend ETF$607,597$96,686 ▼-13.7%14,9250.2%ETFVONGVanguard Russell 1000 Growth ETF$586,2360.0%6,7640.2%ETFCMECME Group$565,136$87,408 ▼-13.4%2,6250.2%FinanceJCIJohnson Controls International$562,522$57,350 ▲11.4%8,6120.2%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$537,459$15,473 ▼-2.8%4,8630.1%ETFPFFiShares Preferred and Income Securities ETF$536,630$288,459 ▲116.2%16,6500.1%ETFSGOLabrdn Physical Gold Shares ETF$534,802$8,007 ▼-1.5%25,1790.1%ETFPSKSPDR ICE Preferred Securities ETF$530,791$22,142 ▼-4.0%15,2220.1%ETFShowing largest 100 holdings. 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