Latest New Insight Wealth Advisors Stock Portfolio
New Insight Wealth Advisors Performance:
2024 Q3: 2.77%YTD: 6.13%
Performance for 2024 Q3 is 2.77%, and YTD is 6.13%.
About New Insight Wealth Advisors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $190 Millions as of 30 Sep, 2024.
The top stock holdings of New Insight Wealth Advisors are IJR, FNDA, IVOG. The fund has invested 14.6% of it's portfolio in ISHARES TR and 7.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off CROWDSTRIKE HLDGS INC (CRWD) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in FIRST TR STOXX EUROPEAN SELE (FDD), COLUMBIA ETF TR I (DIAL) and ISHARES TR (AAXJ). New Insight Wealth Advisors opened new stock positions in ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), SPDR SER TR (BIL) and QUALCOMM INC (QCOM).
The top stock holdings of New Insight Wealth Advisors are IJR, FNDA, IVOG. The fund has invested 14.6% of it's portfolio in ISHARES TR and 7.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off CROWDSTRIKE HLDGS INC (CRWD) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in FIRST TR STOXX EUROPEAN SELE (FDD), COLUMBIA ETF TR I (DIAL) and ISHARES TR (AAXJ). New Insight Wealth Advisors opened new stock positions in ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), SPDR SER TR (BIL) and QUALCOMM INC (QCOM).
New Insight Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that New Insight Wealth Advisors made a return of 2.77% in the last quarter. In trailing 12 months, it's portfolio return was 16.76%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 2,325,290 |
| invesco exchange traded fd t | 617,033 |
| ishares tr | 333,692 |
| invesco exchange traded fd t | 284,769 |
| vanguard index fds | 257,610 |
| applovin corp | 221,282 |
| vanguard index fds | 219,992 |
| ishares tr | 212,450 |
New stocks bought by New Insight Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| vaneck etf trust | 136 |
| spdr ser tr | 89.36 |
| qualcomm inc | 64.56 |
| spdr ser tr | 53.11 |
| invesco exchange traded fd t | 43.76 |
| vanguard index fds | 30.78 |
| invesco exch traded fd tr ii | 28.61 |
| fidelity merrimack str tr | 19.81 |
Additions to existing portfolio by New Insight Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| first tr stoxx european sele | -72.00 |
| columbia etf tr i | -50.00 |
| ishares tr | -48.87 |
| ishares tr | -37.72 |
| pfizer inc | -24.74 |
| salesforce inc | -18.63 |
| simon ppty group inc new | -16.18 |
| jpmorgan chase & co. | -14.83 |
New Insight Wealth Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -222,420 |
| crowdstrike hldgs inc | -240,260 |
New Insight Wealth Advisors got rid off the above stocks
Sector Distribution
New Insight Wealth Advisors has about 71.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.5 |
| Consumer Cyclical | 8.6 |
| Technology | 7.8 |
| Real Estate | 5.3 |
| Communication Services | 3.7 |
| Financial Services | 1.1 |
Market Cap. Distribution
New Insight Wealth Advisors has about 27.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.5 |
| MEGA-CAP | 18.3 |
| LARGE-CAP | 9.2 |
Stocks belong to which Index?
About 24.1% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.8 |
| S&P 500 | 24.1 |
New Insight Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Insight Wealth Advisors
New Insight Wealth Advisors has 90 stocks in it's portfolio. About 57.4% of the portfolio is in top 10 stocks. MRNA proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for New Insight Wealth Advisors last quarter.
Last Reported on: 13 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.30 | 18,730 | 4,364,010 | reduced | -5.3 | ||
| AAXJ | ishares tr | 0.25 | 8,001 | 469,539 | added | 0.5 | ||
| AAXJ | ishares tr | 0.15 | 8,356 | 277,670 | reduced | -8.5 | ||
| AAXJ | ishares tr | 0.14 | 3,392 | 259,963 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.14 | 4,565 | 270,339 | reduced | -48.87 | ||
| ABBV | abbvie inc | 0.48 | 4,568 | 902,089 | reduced | -7.34 | ||
| ACWF | ishares tr | 0.18 | 10,617 | 333,692 | new | |||
| ACWV | ishares inc | 0.13 | 6,416 | 250,352 | reduced | -10.13 | ||
| AFK | vaneck etf trust | 0.88 | 6,783 | 1,664,890 | added | 136 | ||
| AFK | vaneck etf trust | 0.27 | 5,290 | 512,866 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.22 | 8,195 | 419,010 | reduced | -1.5 | ||
| AGZD | wisdomtree tr | 0.13 | 7,234 | 249,501 | added | 1.4 | ||
| AMPS | ishares tr | 0.69 | 14,280 | 1,303,910 | added | 1.1 | ||
| AMPS | ishares tr | 0.22 | 8,043 | 410,515 | reduced | -7.64 | ||
| AMZN | amazon com inc | 2.86 | 29,194 | 5,439,720 | added | 0.74 | ||
| APP | applovin corp | 0.12 | 1,695 | 221,282 | new | |||
| AVGO | broadcom inc | 0.79 | 8,700 | 1,500,700 | reduced | -7.84 | ||
| BAB | invesco exch traded fd tr ii | 0.19 | 7,872 | 359,829 | reduced | -2.42 | ||
| BAB | invesco exch traded fd tr ii | 0.17 | 2,831 | 329,302 | reduced | -1.56 | ||
| BIL | spdr ser tr | 0.47 | 37,490 | 901,635 | added | 53.11 | ||