Portfolio (Quarterly)
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Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | LDUR | PIMCO ETF TR | — | 2,269.0 | $218K | 0.07% | NEW | — | $95.96 | -0.5% |
| 122 | NUDM | NUSHARES ETF TR | — | 5,916.0 | $214K | 0.07% | NEW | — | $36.21 | +9.9% |
| 123 | CVX | CHEVRON CORP NEW | Energy | 1,397.0 | $213K | 0.07% | NEW | — | $152.41 | +18.2% |
| 124 | UPRO | PROSHARES TR | — | 1,794.0 | $208K | 0.07% | NEW | — | $115.76 | +24.6% |
| 125 | JCI | JOHNSON CTLS INTL PLC | Industrials | 1,731.0 | $207K | 0.07% | NEW | — | $119.76 | +21.2% |
| 126 | LOW | LOWES COS INC | Consumer Cyclical | 833.0 | $201K | 0.07% | NEW | — | $241.16 | -7.1% |
| 127 | DE | DEERE & CO | Industrials | 431.0 | $201K | 0.07% | NEW | — | $465.72 | +25.7% |
| 128 | PGX | INVESCO EXCH TRADED FD TR II | — | 10,600.0 | $119K | 0.04% | NEW | — | $11.24 | -2.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
53.9%
Financial Services
23.9%
Consumer Cyclical
7.4%
Consumer Defensive
4.8%
Healthcare
2.7%
Industrials
2.7%
Communication Services
2.3%
Energy
1.4%
Utilities
0.6%
Real Estate
0.4%