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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$871B
$33.9M 12.77%
50,714
+1,825
+4% +$1.18M
FBND icon
2
Fidelity Total Bond ETF
FBND
$27.2B
$17M 6.38%
367,003
+27,335
+8% +$1.26M
VO icon
3
Vanguard Mid-Cap ETF
VO
$107B
$15.1M 5.69%
205,844
+12,716
+7% +$913K
VGT icon
4
Vanguard Information Technology ETF
VGT
$136B
$10.9M 4.11%
117,064
-840
-0.7% -$73.4K
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$104B
$10.8M 4.05%
394,799
-186,070
-32% -$5.08M
VIOO icon
6
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.18B
$10.6M 3.97%
95,558
-10,651
-10% -$1.14M
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$10.5M 3.94%
55,250
-8,467
-13% -$1.58M
IXN icon
8
iShares Global Tech ETF
IXN
$8.1B
$8.9M 3.35%
86,242
-824
-0.9% -$79.6K
TSLA icon
9
Tesla
TSLA
$1.21T
$8.78M 3.3%
19,737
-1,260
-6% -$437K
AMZN icon
10
Amazon
AMZN
$2.48T
$7.29M 2.74%
33,192
+860
+3% +$195K
KMID
11
Virtus KAR Mid-Cap ETF
KMID
$46.8M
$5.86M 2.21%
237,737
+10,593
+5% +$263K
MSFT icon
12
Microsoft
MSFT
$2.92T
$5.85M 2.2%
11,291
+570
+5% +$291K
FDVV icon
13
Fidelity High Dividend ETF
FDVV
$10.2B
$5.73M 2.16%
102,862
+82,264
+399% +$4.47M
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$113B
$5.14M 1.93%
23,823
-1,514
-6% -$318K
GLBE icon
15
Global E Online
GLBE
$6.53B
$4.99M 1.88%
139,517
+19,517
+16% +$666K
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.08T
$4.7M 1.77%
19,335
+286
+2% +$59.9K
SPG icon
17
Simon Property Group
SPG
$76.8B
$4.36M 1.64%
23,255
-6,303
-21% -$1.09M
VIGI icon
18
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$4.35M 1.63%
48,516
-7,517
-13% -$670K
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$4M 1.51%
5,450
-218
-4% -$162K
AAPL icon
20
Apple
AAPL
$4.99T
$3.92M 1.48%
15,414
-2,260
-13% -$511K
PFE icon
21
Pfizer
PFE
$144B
$3.9M 1.47%
153,163
-14,671
-9% -$362K
TSM icon
22
TSMC
TSM
$2.03T
$3.42M 1.29%
12,241
+2,389
+24% +$584K
NVDA icon
23
NVIDIA
NVDA
$4.77T
$3.08M 1.16%
16,519
-412
-2% -$71.8K
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.9M 1.09%
34,932
-1,112
-3% -$92K
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$2.89M 1.09%
36,840
+12,870
+54% +$971K
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.