Financial Insights, Inc. Top Holdings and 13F Report (2024) About Financial Insights, Inc.Investment ActivityFinancial Insights, Inc. has $316.68 million in total holdings as of September 30, 2024.Financial Insights, Inc. owns shares of 145 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 6.59% of the portfolio was purchased this quarter.About 24.99% of the portfolio was sold this quarter.This quarter, Financial Insights, Inc. has purchased 155 new stocks and bought additional shares in 21 stocks.Financial Insights, Inc. sold shares of 101 stocks and completely divested from 18 stocks this quarter.Largest Holdings Microsoft $26,834,436SPDR Portfolio S&P 500 ETF $26,310,487Schwab US Dividend Equity ETF $23,814,253Apple $17,101,261Vanguard Growth ETF $16,917,306 Largest New Holdings this Quarter Pathward Financial $9,651,566 HoldingVanguard Large-Cap ETF $3,392,228 HoldingVanguard FTSE All-World ex-US ETF $1,539,279 HoldingVanguard Real Estate ETF $416,178 HoldingLowe's Companies $225,618 Holding Largest Purchases this Quarter Pathward Financial 0 shares (about $9.65M)Vanguard Large-Cap ETF 12,884 shares (about $3.39M)Vanguard FTSE All-World ex-US ETF 24,433 shares (about $1.54M)Broadcom 8,112 shares (about $1.40M)iShares Preferred and Income Securities ETF 25,500 shares (about $847.37K) Largest Sales this Quarter Apple 30,939 shares (about $7.21M)Microsoft 14,517 shares (about $6.25M)SPDR Portfolio S&P 500 ETF 89,522 shares (about $6.04M)NVIDIA 35,660 shares (about $4.33M)SPDR Portfolio S&P 600 Small Cap ETF 68,767 shares (about $3.13M) 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$26,834,436$6,246,681 ▼-18.9%62,3628.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$26,310,487$6,043,634 ▼-18.7%389,7278.3%ETFSCHDSchwab US Dividend Equity ETF$23,814,253$42,350 ▼-0.2%281,7257.5%ETFAAPLApple$17,101,261$7,208,784 ▼-29.7%73,3965.4%Computer and TechnologyVUGVanguard Growth ETF$16,917,306$1,743,023 ▼-9.3%44,0645.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$12,357,326$657,991 ▼-5.1%294,0823.9%ETFCASHPathward Financial$9,651,566$9,651,566 ▲New Holding03.0%FinanceQQQInvesco QQQ$9,222,772$429,511 ▼-4.4%18,8962.9%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$8,826,771$3,129,592 ▼-26.2%193,9522.8%ETFBRK.BBerkshire Hathaway$8,733,894$387,539 ▼-4.2%18,9762.8%FinanceDFACDimensional U.S. Core Equity 2 ETF$8,104,471$1,460,410 ▼-15.3%236,3512.6%ETFVEAVanguard FTSE Developed Markets ETF$7,417,753$2,877,673 ▼-28.0%140,4612.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,313,799$889,834 ▼-10.8%177,1752.3%ETFVOTETCW Transform 500 ETF$7,184,878$468,811 ▲7.0%107,1732.3%ETFNVDANVIDIA$5,404,229$4,330,572 ▼-44.5%44,5011.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,794,011$262,626 ▲5.8%24,2051.5%ETFVBVanguard Small-Cap ETF$4,683,237$375,266 ▲8.7%19,7431.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,012,234$736,589 ▼-15.5%106,8221.3%ETFMUBiShares National Muni Bond ETF$3,712,233$11,189 ▼-0.3%34,1731.2%ETFXLKTechnology Select Sector SPDR Fund$3,660,698$323,966 ▲9.7%16,2151.2%ETFVOVanguard Mid-Cap ETF$3,584,131$808,639 ▼-18.4%13,5851.1%ETFVVVanguard Large-Cap ETF$3,392,228$3,392,228 ▲New Holding12,8841.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$3,335,725$36,558 ▼-1.1%65,2401.1%FinanceAMZNAmazon.com$3,187,547$1,886,964 ▼-37.2%17,1071.0%Retail/WholesaleDSIiShares MSCI KLD 400 Social ETF$2,617,596$81,701 ▼-3.0%24,0610.8%ETFAMPLIFY ETF TR$2,572,390$118,686 ▲4.8%42,9360.8%AMPLIFY ETHO CLIVTIVanguard Total Stock Market ETF$2,567,167$55,783 ▲2.2%9,0660.8%ETFCOSTCostco Wholesale$2,515,944$1,507,084 ▼-37.5%2,8380.8%Retail/WholesaleDGROiShares Core Dividend Growth ETF$2,379,211$191,894 ▼-7.5%37,9520.8%ETFQUALiShares MSCI USA Quality Factor ETF$2,216,148$397,508 ▼-15.2%12,3600.7%ETFGOOGLAlphabet$1,953,215$2,158,206 ▼-52.5%11,7770.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,905,878$2,256,963 ▼-54.2%22,9790.6%ETFVYMVanguard High Dividend Yield ETF$1,804,030$330,371 ▲22.4%14,0720.6%ETFAVGOBroadcom$1,765,538$1,399,320 ▲382.1%10,2350.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,691,838$161,789 ▼-8.7%4,5070.5%ETFVEUVanguard FTSE All-World ex-US ETF$1,539,279$1,539,279 ▲New Holding24,4330.5%ETFPFFiShares Preferred and Income Securities ETF$1,500,335$847,365 ▲129.8%45,1500.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,461,129$476,532 ▼-24.6%30,5360.5%ETFTSLATesla$1,419,866$1,570 ▼-0.1%5,4270.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,357,938$1,170,062 ▼-46.3%6,4400.4%FinanceCCJCameco$1,331,644$1,304,182 ▼-49.5%27,8820.4%Basic MaterialsEFAiShares MSCI EAFE ETF$1,259,886$1,361,413 ▼-51.9%15,0650.4%FinanceLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,259,071$83,769 ▲7.1%7,4400.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,202,960$1,368,859 ▼-53.2%22,0000.4%ETFSBUXStarbucks$1,183,724$59,176 ▼-4.8%12,1420.4%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$1,141,639$83,992 ▼-6.9%17,6020.4%ETFIWRiShares Russell Mid-Cap ETF$1,101,662$1,310,554 ▼-54.3%12,4990.3%ETFWMTWalmart$1,074,379$610,228 ▼-36.2%13,3050.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,034,649$367,099 ▼-26.2%5,7750.3%ETFVVisa$1,021,989$487,761 ▼-32.3%3,7170.3%Business ServicesVHTVanguard Health Care ETF$1,001,810$53,054 ▲5.6%3,5500.3%ETFTTTrane Technologies$999,036$1,014,196 ▼-50.4%2,5700.3%ConstructionBNDVanguard Total Bond Market ETF$989,000$208,661 ▼-17.4%13,1670.3%ETFVOOVanguard S&P 500 ETF$977,773$128,752 ▼-11.6%1,8530.3%ETFXLIIndustrial Select Sector SPDR Fund$965,145$3,386 ▼-0.3%7,1260.3%ETFIWDiShares Russell 1000 Value ETF$964,3740.0%5,0810.3%ETFVTWOVanguard Russell 2000 ETF$961,335$1,200,284 ▼-55.5%10,7580.3%ETFSFBCSound Financial Bancorp$946,790$10,700 ▼-1.1%17,6970.3%FinancePSKSPDR ICE Preferred Securities ETF$929,763$286,136 ▲44.5%26,0730.3%ETFETNEaton$840,863$802,085 ▼-48.8%2,5370.3%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$832,782$20,877 ▼-2.4%13,3630.3%ETFJNJJohnson & Johnson$798,425$359,591 ▼-31.1%4,9270.3%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$766,100$217,466 ▲39.6%14,4930.2%ETFXLVHealth Care Select Sector SPDR Fund$759,627$107,814 ▲16.5%4,9320.2%ETFMETAMeta Platforms$757,911$543,246 ▼-41.8%1,3240.2%Computer and TechnologyHDHome Depot$756,103$498,396 ▼-39.7%1,8660.2%Retail/WholesaleMSIMotorola Solutions$715,811$686,585 ▼-49.0%1,5920.2%Computer and TechnologyXOMExxon Mobil$697,885$14,183 ▼-2.0%5,9540.2%Oils/EnergySPYDSPDR Portfolio S&P 500 High Dividend ETF$679,729$78,290 ▲13.0%14,8900.2%ETFVGTVanguard Information Technology ETF$669,806$153,668 ▼-18.7%1,1420.2%ETFNXPINXP Semiconductors$651,867$528,982 ▼-44.8%2,7160.2%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$645,331$468,406 ▼-42.1%7,6670.2%ManufacturingORCLOracle$626,2200.0%3,6750.2%Computer and TechnologyAMDAdvanced Micro Devices$610,542$619,730 ▼-50.4%3,7210.2%Computer and TechnologyMRKMerck & Co., Inc.$606,430$397,700 ▼-39.6%5,3400.2%MedicalFIFiserv$591,587$450,921 ▼-43.3%3,2930.2%Business ServicesUNHUnitedHealth Group$582,926$393,490 ▼-40.3%9970.2%MedicalNFLXNetflix$568,125$16,313 ▼-2.8%8010.2%Consumer DiscretionaryMCDMcDonald's$561,149$21,618 ▼-3.7%1,8430.2%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$551,237$33,895 ▲6.6%4,7000.2%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$514,044$20,228 ▲4.1%10,1650.2%ETFCRMSalesforce$510,469$465,581 ▼-47.7%1,8650.2%Computer and TechnologyCBChubb$507,566$355,873 ▼-41.2%1,7600.2%FinanceMPCMarathon Petroleum$506,487$543,630 ▼-51.8%3,1090.2%Oils/EnergyCSCOCisco Systems$492,156$335,590 ▼-40.5%9,2480.2%Computer and TechnologyICEIntercontinental Exchange$488,667$506,980 ▼-50.9%3,0420.2%FinanceAMATApplied Materials$488,153$12,123 ▼-2.4%2,4160.2%Computer and TechnologyGOOGAlphabet$474,972$24,911 ▼-5.0%2,8410.1%Computer and TechnologyPGProcter & Gamble$472,932$47,969 ▼-9.2%2,7310.1%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$469,945$120,352 ▼-20.4%4,0180.1%ETFIQVIQVIA$453,087$426,783 ▼-48.5%1,9120.1%MedicalVBKVanguard Small-Cap Growth ETF$447,815$38,766 ▲9.5%1,6750.1%ETFEEMiShares MSCI Emerging Markets ETF$440,715$1,789 ▼-0.4%9,6100.1%FinanceEZMWisdomTree U.S. MidCap Fund$432,3900.0%6,9360.1%FinanceTJXTJX Companies$432,312$283,154 ▼-39.6%3,6780.1%Retail/WholesaleSBACSBA Communications$421,2250.0%1,7500.1%FinanceVNQVanguard Real Estate ETF$416,178$416,178 ▲New Holding4,2720.1%ETFWFCWells Fargo & Company$415,202$22,765 ▼-5.2%7,3500.1%FinanceIVWiShares S&P 500 Growth ETF$397,746$110,783 ▼-21.8%4,1540.1%ETFSTESTERIS$381,273$268,734 ▼-41.3%1,5720.1%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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