FI
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Financial Insights, Inc.13F | |
| Financial Insights, Inc. | |
| Last update 2025-04-25 | 111 Stocks (11 new) |
| Value $251.00 Mil | Turnover 5 % |
Financial Insights, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 924,343 | 25,844.6 | +4.48% | 10.290 | +0.44% | 0.040 | +7.67% | -1.35% | 70,375.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 392,624 | 25,819.0 | +9.10% | 10.280 | +0.86% | 0.040 | +22.69% | +7.95% | 77,428.7 | ||
MSFT | Microsoft Corp | 49,514 | 18,587.1 | -0.05% | 7.400 | 0% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
AAPL | Apple Inc | 65,121 | 14,465.3 | +2.80% | 5.760 | +0.16% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 325,707 | 14,103.1 | +8.01% | 5.610 | +0.42% | 0.180 | +9.49% | +6.45% | 7,863.2 | ||
VUG | Vanguard Growth ETF | 36,342 | 13,476.3 | -10.80% | 5.360 | -0.67% | 0.010 | +31.41% | +9.64% | 165,246.7 | ||
QQQ | INVESCO QQQ Trust | 21,599 | 10,128.1 | +11.15% | 4.030 | +0.40% | 0.000 | +30.26% | +10.36% | 359,714.8 | ||
BRK.B | Berkshire Hathaway Inc | 18,104 | 9,641.8 | -1.24% | 3.840 | -0.04% | 0.000 | -6.41% | +4.66% | 1,023,127.5 | Insurance | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 201,976 | 8,232.6 | +14.73% | 3.280 | +0.42% | 0.080 | +18.72% | -2.34% | 11,652.4 | ||
VOTE | TCW ETF TRUST | 106,023 | 6,932.8 | -8.22% | 2.760 | -0.24% | 0.970 | +23.10% | +8.19% | 834.6 |
Financial Insights, Inc.'s Historical Top Holdings Breakdowns
Financial Insights, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.86% | 64.88 ($69.16) 72.1 | $73.96 | 6.94% | Add 9.1% | 392,624 | 32,753 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.67% | 369.1 ($404.54) 427.61 | $450.00 | 11.24% | Reduce -10.8% | 36,342 | -4,402 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.48% | 32.42 ($34.71) 36.1 | $36.48 | 5.10% | Reduce -19% | 160,762 | -37,712 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.44% | 27.01 ($27.88) 28.54 | $26.95 | -3.34% | Add 4.48% | 924,343 | 39,636 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2025-03-31 | Add Add | +0.42% | 41.61 ($43.53) 44.72 | $44.07 | 1.24% | Add 8.01% | 325,707 | 24,161 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Add Add | +0.42% | 40.03 ($44.05) 46.81 | $43.51 | -1.23% | Add 14.73% | 201,976 | 25,927 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.40% | 468.34 ($508.07) 539.52 | $564.18 | 11.04% | Add 11.15% | 21,599 | 2,167 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.24% | 360.07 ($394.62) 417.26 | $435.40 | 10.33% | Reduce -48% | 1,703 | -1,572 | |
VOTE | TCW ETF TRUST | 2025-03-31 | Reduce Reduce | -0.24% | 64.6 ($69.05) 72.15 | $74.01 | 7.18% | Reduce -8.22% | 106,023 | -9,490 | |
LLY | Eli Lilly and Co | 2025-03-31 | New Buy New Buy | +0.20% | 725.72 ($832.09) 929.72 | $762.18 | -8.40% | New holding | 603 | 603 |
Financial Insights, Inc. Total Holding History ($B)
Financial Insights, Inc.'s Asset Allocation
Financial Insights, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Financial Insights, Inc.'s Hypothetical Growth since 2025-03-31
Financial Insights, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Financial Insights, Inc.'s Holdings Heat Map
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Financial Insights, Inc.'s Holdings Bubble Chart
Financial Insights, Inc. News
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