New Insight Wealth Advisors Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$220.2B
Holdings
94
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 50,152 | $28.2B | 12.80% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 599,461 | $16.8B | 7.61% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 319,824 | $14.6B | 6.63% | |
| 4 | VOVANGUARD INDEX FDS | 46,631 | $12.1B | 5.48% | |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 66,972 | $11.6B | 5.27% | |
| 6 | VIOOVANGUARD ADMIRAL FDS INC | 113,291 | $10.9B | 4.96% | |
| 7 | VGTVANGUARD WORLD FD | 15,058 | $8.2B | 3.71% | |
| 8 | IXNISHARES TR | 88,545 | $6.7B | 3.05% | |
| 9 | AMZNAMAZON COM INC | 31,771 | $6.0B | 2.74% | |
| 10 | TSLATESLA INC | 22,721 | $5.9B | 2.67% | |
| 11 | SPGSIMON PPTY GROUP INC NEW | 33,550 | $5.6B | 2.53% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 24,718 | $4.8B | 2.18% | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 57,191 | $4.7B | 2.15% | |
| 14 | GLBEGLOBAL E ONLINE LTD | 120,000 | $4.3B | 1.94% | |
| 15 | AAPLAPPLE INC | 18,230 | $4.0B | 1.84% | |
| 16 | MSFTMICROSOFT CORP | 10,558 | $4.0B | 1.80% | |
| 17 | KMIDVIRTUS ETF TR II | 156,332 | $3.7B | 1.68% | |
| 18 | PEYINVESCO EXCHANGE TRADED FD T | 170,189 | $3.7B | 1.66% | |
| 19 | PFEPFIZER INC | 136,138 | $3.4B | 1.57% | |
| 20 | GOOGLALPHABET INC | 20,588 | $3.2B | 1.45% | |
| 21 | METAMETA PLATFORMS INC | 5,197 | $3.0B | 1.36% | |
| 22 | SHYISHARES TR | 33,345 | $2.8B | 1.25% | |
| 23 | WPCWP CAREY INC | 39,750 | $2.5B | 1.14% | |
| 24 | XMHQINVESCO EXCHANGE TRADED FD T | 22,850 | $2.1B | 0.95% | |
| 25 | NVDANVIDIA CORPORATION | 18,668 | $2.0B | 0.92% | |
| 26 | BABAALIBABA GROUP HLDG LTD | 15,260 | $2.0B | 0.92% | |
| 27 | VYMVANGUARD WHITEHALL FDS | 15,538 | $2.0B | 0.91% | |
| 28 | XSMOINVESCO EXCHANGE TRADED FD T | 28,030 | $1.8B | 0.80% | |
| 29 | ACLSAXCELIS TECHNOLOGIES INC | 31,847 | $1.6B | 0.72% | |
| 30 | SPYMSPDR SER TR | 23,024 | $1.5B | 0.69% | |
| 31 | SMHVANECK ETF TRUST | 6,959 | $1.5B | 0.67% | |
| 32 | FCALFIRST TR EXCH TRADED FD III | 30,202 | $1.5B | 0.67% | |
| 33 | AVGOBROADCOM INC | 8,559 | $1.4B | 0.65% | |
| 34 | USMVISHARES TR | 14,320 | $1.3B | 0.61% | |
| 35 | GSGOLDMAN SACHS GROUP INC | 2,365 | $1.3B | 0.59% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,751 | $1.3B | 0.58% | |
| 37 | ROSTROSS STORES INC | 9,842 | $1.3B | 0.57% | |
| 38 | MINVMATTHEWS ASIA FDS | 44,201 | $1.2B | 0.56% | |
| 39 | RIVNRIVIAN AUTOMOTIVE INC | 88,236 | $1.1B | 0.50% | |
| 40 | SPHYSPDR SER TR | 46,278 | $1.1B | 0.49% | |
| 41 | CRMSALESFORCE INC | 3,729 | $1.0B | 0.45% | |
| 42 | ABBVABBVIE INC | 4,144 | $868.3M | 0.39% | |
| 43 | IYKISHARES TR | 10,609 | $759.3M | 0.34% | |
| 44 | JPMJPMORGAN CHASE & CO. | 2,790 | $684.3M | 0.31% | |
| 45 | DIALCOLUMBIA ETF TR I | 38,137 | $681.9M | 0.31% | |
| 46 | NACNUVEEN CA QUALTY MUN INCOME | 59,910 | $673.4M | 0.31% | |
| 47 | IXJISHARES TR | 7,278 | $663.7M | 0.30% | |
| 48 | VVISA INC | 1,880 | $658.9M | 0.30% | |
| 49 | PINSPINTEREST INC | 21,193 | $657.0M | 0.30% | |
| 50 | IJHISHARES TR | 10,930 | $637.8M | 0.29% | |
| 51 | UBERUBER TECHNOLOGIES INC | 8,657 | $630.7M | 0.29% | |
| 52 | DONWISDOMTREE TR | 12,710 | $629.4M | 0.29% | |
| 53 | RWJINVESCO EXCH TRADED FD TR II | 13,708 | $557.9M | 0.25% | |
| 54 | IYGISHARES TR | 7,023 | $551.7M | 0.25% | |
| 55 | SCHGSCHWAB STRATEGIC TR | 21,727 | $544.0M | 0.25% | |
| 56 | GOOGALPHABET INC | 3,361 | $525.1M | 0.24% | |
| 57 | IDHQINVESCO EXCH TRADED FD TR II | 17,470 | $523.1M | 0.24% | |
| 58 | VTIVANGUARD INDEX FDS | 1,902 | $522.7M | 0.24% | |
| 59 | OREALTY INCOME CORP | 8,974 | $520.6M | 0.24% | |
| 60 | FDEMFIDELITY COVINGTON TRUST | 19,649 | $502.0M | 0.23% | |
| 61 | DESWISDOMTREE TR | 15,701 | $501.8M | 0.23% | |
| 62 | VBVANGUARD INDEX FDS | 2,131 | $472.5M | 0.21% | |
| 63 | MOATVANECK ETF TRUST | 5,290 | $465.5M | 0.21% | |
| 64 | MUSTCOLUMBIA ETF TR I | 22,056 | $444.1M | 0.20% | |
| 65 | ILCGISHARES TR | 5,479 | $443.7M | 0.20% | |
| 66 | INTFISHARES TR | 14,079 | $434.2M | 0.20% | |
| 67 | ISCBISHARES TR | 7,594 | $411.4M | 0.19% | |
| 68 | SHOPSHOPIFY INC | 4,156 | $396.8M | 0.18% | |
| 69 | NUSCNUSHARES ETF TR | 10,302 | $395.0M | 0.18% | |
| 70 | CSCOCISCO SYS INC | 6,233 | $384.6M | 0.17% | |
| 71 | VOOVANGUARD INDEX FDS | 748 | $384.5M | 0.17% | |
| 72 | BNDVANGUARD BD INDEX FDS | 4,891 | $359.2M | 0.16% | |
| 73 | VBKVANGUARD INDEX FDS | 1,336 | $336.4M | 0.15% | |
| 74 | NOWSERVICENOW INC | 408 | $324.8M | 0.15% | |
| 75 | COSTCOSTCO WHSL CORP NEW | 338 | $319.2M | 0.14% | |
| 76 | VCSHVANGUARD SCOTTSDALE FDS | 4,013 | $316.8M | 0.14% | |
| 77 | LLYELI LILLY & CO | 381 | $314.7M | 0.14% | |
| 78 | RWKINVESCO EXCH TRADED FD TR II | 2,809 | $303.0M | 0.14% | |
| 79 | DASHDOORDASH INC | 1,628 | $297.6M | 0.14% | |
| 80 | VOTVANGUARD INDEX FDS | 1,202 | $294.1M | 0.13% | |
| 81 | MRNAMODERNA INC | 10,023 | $284.2M | 0.13% | |
| 82 | QCOMQUALCOMM INC | 1,806 | $277.4M | 0.13% | |
| 83 | PLTRPALANTIR TECHNOLOGIES INC | 3,211 | $271.0M | 0.12% | |
| 84 | HYMBSPDR SER TR | 10,659 | $268.8M | 0.12% | |
| 85 | AGGISHARES TR | 2,686 | $265.7M | 0.12% | |
| 86 | IJRISHARES TR | 2,419 | $253.0M | 0.11% | |
| 87 | IMCVISHARES TR | 3,392 | $251.7M | 0.11% | |
| 88 | EMHYISHARES INC | 6,462 | $247.0M | 0.11% | |
| 89 | APPAPPLOVIN CORP | 873 | $231.3M | 0.11% | |
| 90 | PFFISHARES TR | 7,406 | $227.6M | 0.10% | |
| 91 | CRWDCROWDSTRIKE HLDGS INC | 605 | $213.3M | 0.10% | |
| 92 | VUGVANGUARD INDEX FDS | 573 | $212.5M | 0.10% | |
| 93 | MUBISHARES TR | 1,931 | $203.6M | 0.09% | |
| 94 | UAUNDER ARMOUR INC | 10,448 | $62.2M | 0.03% |