New Insight Wealth Advisors Top Holdings and 13F Report (2024) → Does this make you sick? (From Allegiance Gold) (Ad) About New Insight Wealth AdvisorsInvestment ActivityNew Insight Wealth Advisors has $160.16 million in total holdings as of March 31, 2024.New Insight Wealth Advisors owns shares of 84 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $19,644,905Vanguard S&P Small-Cap 600 ETF $11,597,135Schwab US Dividend Equity ETF $11,390,505Vanguard Mid-Cap ETF $8,239,206Simon Property Group $7,858,377 Sector AllocationMap of 500 Largest Holdings ofNew Insight Wealth Advisors Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,644,90537,36712.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$11,597,135114,2577.2%ETFSCHDSchwab US Dividend Equity ETF$11,390,505141,2697.1%ETFVOVanguard Mid-Cap ETF$8,239,20632,9755.1%ETFSPGSimon Property Group$7,858,37750,2164.9%FinanceVIGIVanguard International Dividend Appreciation ETF$6,522,73780,0044.1%ETFFBNDFidelity Total Bond ETF$5,950,575131,3303.7%ETFTSLATesla$5,786,83132,9193.6%Auto/Tires/TrucksVGTVanguard Information Technology ETF$5,628,44810,7343.5%ETFAMZNAmazon.com$5,110,52628,3323.2%Retail/WholesalePEYInvesco High Yield Equity Dividend Achievers ETF$4,371,388211,6892.7%ETFRSPInvesco S&P 500 Equal Weight ETF$4,267,27725,1952.7%ETFVIGVanguard Dividend Appreciation ETF$4,049,92522,1782.5%ETFIXNiShares Global Tech ETF$3,916,87552,3582.4%ETFWPCW. P. Carey$3,419,78560,5922.1%FinanceAAPLApple$3,225,12318,8082.0%Computer and TechnologyMSFTMicrosoft$3,027,7877,1971.9%Computer and TechnologyDIALColumbia Diversified Fixed Income Allocation ETF$2,838,301159,6301.8%ETFCRMSalesforce$2,595,2688,6171.6%Computer and TechnologyGOOGLAlphabet$2,542,26516,8441.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,234,20118,4661.4%ETFFDDFirst Trust Stoxx European Select Dividend Index Fund$1,915,102161,9321.2%ETFIXJiShares Global Healthcare ETF$1,909,52620,4991.2%ETFMETAMeta Platforms$1,870,2163,8521.2%Computer and TechnologyROSTRoss Stores$1,444,4129,8420.9%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$1,321,73415,8140.8%ETFUBERUber Technologies$1,278,49616,6060.8%Computer and TechnologyAVGOBroadcom$1,250,3419430.8%Computer and TechnologyNVDANVIDIA$1,191,8891,3190.7%Computer and TechnologyMINVMatthews Asia Innovators Active ETF$1,133,40344,9590.7%ETFABBVAbbVie$1,017,9395,5900.6%MedicalPINSPinterest$978,04128,2100.6%Computer and TechnologyFCALFirst Trust California Municipal High Income ETF$974,28219,6230.6%ETFGSThe Goldman Sachs Group$967,3702,3160.6%FinanceMRNAModerna$936,8768,7920.6%MedicalRIVNRivian Automotive$915,91383,6450.6%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$778,2065,7200.5%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$684,86813,4130.4%ETFIHIiShares U.S. Medical Devices ETF$675,86311,5350.4%ETFIJHiShares Core S&P Mid-Cap ETF$674,45711,1040.4%ETFJPMJPMorgan Chase & Co.$671,8063,3540.4%FinanceIYGiShares U.S. Financial Services ETF$555,9928,3860.3%ETFVTIVanguard Total Stock Market ETF$491,7311,8920.3%ETFMOATVanEck Morningstar Wide Moat ETF$475,5715,2900.3%ETFVVisa$461,0401,6520.3%Business ServicesPFEPfizer$448,94016,1780.3%MedicalISCBiShares Morningstar Small-Cap ETF$444,6907,9110.3%ETFIYKiShares U.S. Consumer Staples ETF$426,6786,3090.3%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$416,1139,7200.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$411,3758,4350.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$369,0014,7730.2%ETFORealty Income$367,9346,8010.2%FinanceMUSTColumbia Multi-Sector Municipal Income ETF$361,05417,4760.2%ETFCCitigroup$356,5475,6380.2%FinanceIJRiShares Core S&P Small-Cap ETF$346,3703,1340.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$340,0973,6680.2%ETFGOOGAlphabet$334,8202,1990.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$320,9149,9570.2%ETFEMHYiShares J.P. Morgan EM High Yield Bond ETF$305,2998,1500.2%ETFVOOVanguard S&P 500 ETF$299,3706230.2%ETFCVSCVS Health$290,4863,6420.2%Retail/WholesaleDISWalt Disney$289,6302,3670.2%Consumer DiscretionaryIMCViShares Morningstar Mid-Cap Value ETF$288,0963,9710.2%ETFXHESPDR S&P Health Care Equipment ETF$280,7043,1920.2%ETFSHOPShopify$267,3943,4650.2%Computer and TechnologyINTCIntel$263,0325,9550.2%Computer and TechnologyDOORDASH INC$262,4941,9060.2%CL ASPLGSPDR Portfolio S&P 500 ETF$261,8884,2560.2%ETFIDHQInvesco S&P International Developed Quality ETF$260,8488,5050.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$250,7867,6740.2%FinanceRWKInvesco S&P MidCap 400 Revenue ETF$250,4582,1760.2%ETFSDYSPDR S&P Dividend ETF$248,5691,8940.2%ETFIDViShares International Select Dividend ETF$245,0428,7390.2%ETFVBKVanguard Small-Cap Growth ETF$238,5599150.1%ETFBACBank of America$231,4646,1040.1%FinanceNOWServiceNow$225,6702960.1%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$221,0515,3150.1%ETFVOTVanguard Mid-Cap Growth ETF$216,9279200.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$216,0562,2060.1%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$208,5868,1190.1%ETFCOSTCostco Wholesale$203,2282770.1%Retail/WholesaleCSCOCisco Systems$201,4514,0360.1%Computer and TechnologyRMBSRambus$200,0173,2360.1%Computer and TechnologyNACNuveen California Quality Municipal Income Fund$198,91118,0500.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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