Portfolio (Quarterly)
Guide ↗
New Insight Wealth Advisors
· CIK 0002022328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VTEB | VANGUARD MUN BD FDS | — | 9,028.0 | $457K | 0.14% | NEW | — | $50.58 | -2.5% |
| 82 | LLY | ELI LILLY & CO | Healthcare | 369.0 | $443K | 0.13% | NEW | — | $1199.53 | -3.5% |
| 83 | SCHG | SCHWAB STRATEGIC TR | — | 12,889.0 | $436K | 0.13% | NEW | — | $33.84 | +5.1% |
| 84 | RWJ | INVESCO EXCH TRADED FD TR II | — | 7,230.0 | $430K | 0.13% | NEW | — | $59.50 | +1.7% |
| 85 | SOXX | ISHARES TR | — | 670.0 | $429K | 0.13% | NEW | — | $640.77 | -20.6% |
| 86 | AMD | ADVANCED MICRO DEVICES INC | Technology | 717.0 | $417K | 0.12% | NEW | — | $580.91 | -19.5% |
| 87 | NUSC | NUSHARES ETF TR | — | 7,636.0 | $398K | 0.12% | NEW | — | $52.12 | -2.1% |
| 88 | DES | WISDOMTREE TR | — | 9,654.0 | $393K | 0.12% | NEW | — | $40.68 | -1.5% |
| 89 | PINS | PINTEREST INC | Communication Services | 17,693.0 | $372K | 0.11% | NEW | — | $21.03 | +3.1% |
| 90 | ISCB | ISHARES TR | — | 4,880.0 | $368K | 0.11% | NEW | — | $75.51 | -0.6% |
| 91 | — | SPACE EXPLORATION TECHN CORP | — | 2,152.0 | $368K | 0.11% | NEW | — | $170.86 | — |
| 92 | SHOP | SHOPIFY INC | Technology | 3,169.0 | $362K | 0.11% | NEW | — | $114.18 | +28.5% |
| 93 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 473.0 | $361K | 0.11% | NEW | — | $190.78 | +19.4% |
| 94 | IJR | ISHARES TR | — | 2,427.0 | $360K | 0.11% | NEW | — | $148.31 | -2.8% |
| 95 | APP | APPLOVIN CORP | Technology | 677.0 | $349K | 0.10% | NEW | — | $515.23 | -39.6% |
| 96 | VUG | VANGUARD INDEX FDS | — | 3,877.0 | $334K | 0.10% | NEW | — | $86.14 | +2.1% |
| 97 | RWK | INVESCO EXCH TRADED FD TR II | — | 2,255.0 | $330K | 0.10% | NEW | — | $146.26 | +0.8% |
| 98 | IMCV | ISHARES TR | — | 3,392.0 | $310K | 0.09% | NEW | — | $91.38 | +6.2% |
| 99 | CRM | SALESFORCE INC | Technology | 1,947.0 | $305K | 0.09% | NEW | — | $156.65 | +66.3% |
| 100 | NOW | SERVICENOW INC | Technology | 3,015.0 | $299K | 0.09% | NEW | — | $99.28 | +48.3% |
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%