Portfolio (Quarterly)
Guide ↗
Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | DFUV | DIMENSIONAL ETF TRUST | — | 4,852.0 | $235K | 0.08% | — | — | $48.46 | +13.4% |
| 122 | GE | GE AEROSPACE | Industrials | 824.0 | $234K | 0.08% | +44.0 | +5.6% | $283.77 | +25.9% |
| 123 | ETHO | AMPLIFY ETF TR | — | 3,466.0 | $229K | 0.07% | -20.0 | -0.6% | $66.08 | +17.2% |
| 124 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 1,716.0 | $225K | 0.07% | -15.0 | -0.9% | $130.95 | +11.6% |
| 125 | TQQQ | PROSHARES TR | — | 5,333.0 | $222K | 0.07% | +195.0 | +3.8% | $41.68 | +92.6% |
| 126 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 3,000.0 | $217K | 0.07% | — | — | $72.46 | +27.9% |
| 127 | NUDM | NUSHARES ETF TR | — | 5,916.0 | $214K | 0.07% | — | — | $36.11 | +11.1% |
| 128 | ORCL | ORACLE CORP | Technology | 1,445.0 | $213K | 0.07% | — | — | $147.11 | +27.7% |
| 129 | FANG | DIAMONDBACK ENERGY INC | Energy | 1,044.0 | $206K | 0.07% | NEW | — | $197.79 | -5.7% |
| 130 | PGX | INVESCO EXCH TRADED FD TR II | — | 10,600.0 | $115K | 0.04% | — | — | $10.88 | +1.0% |
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
46.9%
Financial Services
26.3%
Consumer Cyclical
7.8%
Consumer Defensive
5.7%
Communication Services
3.8%
Industrials
2.9%
Energy
2.7%
Healthcare
2.6%
Utilities
0.8%
Real Estate
0.4%