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New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+9.55%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$22.8M
Cap. Flow
+$1.75M
Cap. Flow %
0.66%
Top 10 Hldgs %
50.31%
Holding
110
New
4
Increased
32
Reduced
61
Closed
4

Top Buys

Rank Stock Value
1
FDVV icon
Fidelity High Dividend ETF
FDVV
+$4.47M
2
FRT icon
Federal Realty Investment Trust
FRT
+$1.41M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.15M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.08M
2
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$1.88M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.14M
5
SPG icon
Simon Property Group
SPG
+$1.09M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.16%
2 Technology 10.05%
3 Communication Services 4.27%
4 Real Estate 3.42%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWJ icon
76
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$485K 0.18%
10,043
-1,643
-14% -$76.1K
NAC icon
77
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$474K 0.18%
41,235
+100
+0.2% +$1.12K
PLTR icon
78
Palantir
PLTR
$295B
$460K 0.17%
2,519
-250
-9% -$40.5K
VBIL
79
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.4B
$458K 0.17%
6,057
-1,606
-21% -$121K
IYW icon
80
iShares US Technology ETF
IYW
$23.6B
$438K 0.16%
2,237
– –
VB icon
81
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$432K 0.16%
1,698
+261
+18% +$64.7K
ISCB icon
82
iShares Morningstar Small-Cap ETF
ISCB
$282M
$419K 0.16%
6,609
-496
-7% -$30.4K
VOO icon
83
Vanguard S&P 500 ETF
VOO
$979B
$416K 0.16%
679
-25
-4% -$14.7K
DASH icon
84
DoorDash
DASH
$85.5B
$397K 0.15%
1,460
-103
-7% -$25.8K
MUST icon
85
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
$390K 0.15%
18,976
– –
NUSC icon
86
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$388K 0.15%
8,802
-876
-9% -$37.3K
MOAT icon
87
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$350K 0.13%
3,527
-153
-4% -$14.9K
CSCO icon
88
Cisco
CSCO
$457B
$344K 0.13%
5,029
-329
-6% -$22.4K
JEPI icon
89
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$343K 0.13%
6,002
+1,435
+31% +$81.5K
DES icon
90
WisdomTree US SmallCap Dividend Fund
DES
$2.18B
$311K 0.12%
9,229
-2,415
-21% -$80.2K
COST icon
91
Costco
COST
$422B
$303K 0.11%
328
-6
-2% -$5.75K
RWK icon
92
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.31B
$303K 0.11%
2,422
– –
VOT icon
93
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$286K 0.11%
972
-97
-9% -$28K
LLY icon
94
Eli Lilly
LLY
$1.02T
$285K 0.11%
373
-21
-5% -$15.6K
IMCV icon
95
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$273K 0.1%
3,392
– –
IJR icon
96
iShares Core S&P Small-Cap ETF
IJR
$110B
$267K 0.1%
2,243
-43
-2% -$4.95K
BND icon
97
Vanguard Total Bond Market
BND
$157B
$260K 0.1%
3,491
-1,400
-29% -$103K
QQQ icon
98
Invesco QQQ Trust
QQQ
$461B
$251K 0.09%
418
+19
+5% +$10.9K
MRNA icon
99
Moderna
MRNA
$21.8B
$244K 0.09%
9,463
-350
-4% -$9.76K
PFF icon
100
iShares Preferred and Income Securities ETF
PFF
$13.3B
$242K 0.09%
7,645
-1,120
-13% -$35.2K
1 2 3
4
5

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New Insight Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, New Insight Wealth Advisors held 110 positions worth $266M, up 9.4% from $243M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

New Insight Wealth Advisors's Q3 2025 filing shows 4 new, 32 increased, 61 reduced and 4 closed positions. Its largest new stake was Federal Realty Investment Trust: 14,611 shares worth $1.48M. The largest sale was Schwab US Dividend Equity ETF, an estimated $5.08M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 10% of assets, up from 9.3% a quarter earlier, followed by Technology and Communication Services.

  • New Insight Wealth Advisors's largest Q3 2025 buy was Federal Realty Investment Trust: 14,611 shares worth $1.48M.
  • New Insight Wealth Advisors added most to Fidelity High Dividend ETF in Q3 2025, an estimated $4.47M increase.
  • New Insight Wealth Advisors's biggest Q3 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $5.08M.
  • New Insight Wealth Advisors fully exited Qualcomm in Q3 2025, selling an estimated $226K.
  • New Insight Wealth Advisors's ten largest holdings make up 50% of its $266M portfolio in Q3 2025.
  • New Insight Wealth Advisors opened 4 new positions and closed 4 in Q3 2025.
  • New Insight Wealth Advisors's portfolio value rose 9.4% quarter-over-quarter to $266M.

Based on New Insight Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.