Portfolio (Quarterly)
Guide ↗
New Insight Wealth Advisors
· CIK 0002022328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | KMID | VIRTUS ETF TR II | — | 175,559.0 | $4.4M | 1.30% | NEW | — | $25.09 | -2.1% |
| 22 | MRVL | MARVELL TECHNOLOGY INC | Technology | 14,511.0 | $4.3M | 1.27% | NEW | — | $297.89 | -28.5% |
| 23 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 33,641.0 | $4.2M | 1.22% | NEW | — | $123.44 | -6.0% |
| 24 | SMH | VANECK ETF TRUST | — | 6,166.0 | $4.0M | 1.19% | NEW | — | $655.89 | -15.1% |
| 25 | MINV | MATTHEWS ASIA FDS | — | 69,282.0 | $4.0M | 1.18% | NEW | — | $57.84 | -13.9% |
| 26 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 230,225.0 | $4.0M | 1.18% | NEW | — | $17.35 | -6.8% |
| 27 | SPYM | SPDR SERIES TRUST | — | 45,219.0 | $4.0M | 1.17% | NEW | — | $87.88 | +2.6% |
| 28 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 34,786.0 | $3.9M | 1.16% | NEW | — | $112.88 | +4.2% |
| 29 | META | META PLATFORMS INC | Communication Services | 6,737.0 | $3.8M | 1.12% | NEW | — | $563.26 | +1.6% |
| 30 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 176,051.0 | $3.8M | 1.11% | NEW | — | $21.40 | -2.8% |
| 31 | NVDA | NVIDIA CORPORATION | Technology | 18,393.0 | $3.7M | 1.08% | NEW | — | $200.09 | +9.4% |
| 32 | PFE | PFIZER INC | Healthcare | 150,050.0 | $3.6M | 1.06% | NEW | — | $24.08 | +15.8% |
| 33 | FDEM | FIDELITY COVINGTON TRUST | — | 98,842.0 | $3.6M | 1.06% | NEW | — | $36.33 | -0.3% |
| 34 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 16,025.0 | $3.6M | 1.06% | NEW | — | $223.66 | -4.7% |
| 35 | BINC | BLACKROCK ETF TRUST II | — | 60,052.0 | $3.1M | 0.93% | NEW | — | $52.34 | -0.8% |
| 36 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 30,300.0 | $2.8M | 0.84% | NEW | — | $93.63 | -10.6% |
| 37 | AVGO | BROADCOM INC | Technology | 7,059.0 | $2.7M | 0.79% | NEW | — | $377.73 | -2.4% |
| 38 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 6,309.0 | $2.6M | 0.77% | NEW | — | $415.61 | -6.0% |
| 39 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 2,570.0 | $2.6M | 0.77% | NEW | — | $1011.43 | +1.5% |
| 40 | QQQM | INVESCO EXCH TRADED FD TR II | — | 7,504.0 | $2.3M | 0.67% | NEW | — | $302.97 | -2.8% |
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
33.2%
Consumer Cyclical
26.8%
Real Estate
14.4%
Communication Services
12.4%
Healthcare
7.4%
Financial Services
5.6%
Consumer Defensive
0.2%