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Size ($ in 1000's)
At 12/31/2023: $319,746
At 09/30/2023: $270,610
Financial Insights Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Insights Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Financial Insights Inc. top holdings by largest position size, as per the latest 13f filing made by Financial Insights Inc..
In the Financial Insights Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Insights Inc. in that top holding, then the share count change between reporting periods, and finally the Financial Insights Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
72,774 |
+386 |
$27,366 | | MSFT | 72,774 | +386 | $27,366 | | SCHWAB STRATEGIC TR |
292,510 |
-4,950 |
$22,269 | | SCHD | 292,510 | -4,950 | $22,269 | | APPLE INC |
108,099 |
+749 |
$20,812 | | AAPL | 108,099 | +749 | $20,812 | | VANGUARD INDEX FDS (VUG) |
51,188 |
-572 |
$15,913 | | VUG | 51,188 | -572 | $15,913 | | SPDR SER TR (SPLG) |
267,531 |
+88,228 |
$14,955 | | SPLG | 267,531 | +88,228 | $14,955 | | VANGUARD TAX MANAGED FDS (VEA) |
274,230 |
-36,119 |
$13,136 | | VEA | 274,230 | -36,119 | $13,136 | | DIMENSIONAL ETF TRUST (DFAC) |
436,055 |
-21,056 |
$12,746 | | DFAC | 436,055 | -21,056 | $12,746 | | SPDR SER TR (SPSM) |
275,768 |
+83,440 |
$11,632 | | SPSM | 275,768 | +83,440 | $11,632 | | DBX ETF TR (DBEF) |
256,889 |
+49,174 |
$9,500 | | DBEF | 256,889 | +49,174 | $9,500 | | SPDR INDEX SHS FDS (SPEM) |
236,038 |
-20,186 |
$8,358 | | SPEM | 236,038 | -20,186 | $8,358 |  BERKSHIRE HATHAWAY INC DEL |
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$7,819 | | BRK.B | 20,401 | -178 | $7,276 | | BRK.A | 1 | UNCH | $543 | | INVESCO QQQ TR |
14,338 |
+14,338 |
$5,872 | | QQQ | 14,338 | +14,338 | $5,872 | | VANGUARD INDEX FDS (VO) |
22,624 |
-3,353 |
$5,263 | | VO | 22,624 | -3,353 | $5,263 | | ISHARES TR (MUB) |
47,058 |
+652 |
$5,102 | | MUB | 47,058 | +652 | $5,102 | | SPDR INDEX SHS FDS (SPDW) |
145,316 |
+3,063 |
$4,942 | | SPDW | 145,316 | +3,063 | $4,942 | | TCW TRANSFORM ETF TRUST (VOTE) |
73,861 |
+12,926 |
$4,108 | | VOTE | 73,861 | +12,926 | $4,108 | | AMAZON COM INC |
26,113 |
+979 |
$3,968 | | AMZN | 26,113 | +979 | $3,968 | | VANGUARD SPECIALIZED FUNDS (VIG) |
23,234 |
UNCH |
$3,959 | | VIG | 23,234 | UNCH | $3,959 | | VANGUARD INDEX FDS (VB) |
17,992 |
-1,572 |
$3,838 | | VB | 17,992 | -1,572 | $3,838 | | NVIDIA CORPORATION |
7,672 |
+443 |
$3,800 | | NVDA | 7,672 | +443 | $3,800 | | ALPHABET INC |
23,673 |
+1,653 |
$3,307 | | GOOGL | 23,673 | +1,653 | $3,307 | | WISDOMTREE TR |
71,518 |
-1,022 |
$3,268 | | DON | 71,518 | -1,022 | $3,268 | | SELECT SECTOR SPDR TR (XLK) |
15,780 |
UNCH |
$3,037 | | XLK | 15,780 | UNCH | $3,037 | | COSTCO WHSL CORP NEW |
4,548 |
+74 |
$3,002 | | COST | 4,548 | +74 | $3,002 | | ISHARES TR (DGRO) |
43,601 |
-2,251 |
$2,347 | | DGRO | 43,601 | -2,251 | $2,347 | | ISHARES TR (DSI) |
25,467 |
-35 |
$2,319 | | DSI | 25,467 | -35 | $2,319 | | ISHARES TR (QUAL) |
15,405 |
-539 |
$2,267 | | QUAL | 15,405 | -539 | $2,267 | | VANGUARD INDEX FDS (VTI) |
9,513 |
-220 |
$2,257 | | VTI | 9,513 | -220 | $2,257 | | CAMECO CORP |
52,164 |
+4,697 |
$2,248 | | CCJ | 52,164 | +4,697 | $2,248 | | BROADCOM INC |
1,978 |
+180 |
$2,207 | | AVGO | 1,978 | +180 | $2,207 | | ETF MANAGERS TR (ETHO) |
38,451 |
-1,980 |
$2,138 | | ETHO | 38,451 | -1,980 | $2,138 | | ISHARES TR (IEFA) |
28,143 |
-174 |
$1,980 | | IEFA | 28,143 | -174 | $1,980 | | JPMORGAN CHASE & CO |
11,406 |
+305 |
$1,940 | | JPM | 11,406 | +305 | $1,940 | | VANGUARD INTL EQUITY INDEX F (VWO) |
46,759 |
+4,085 |
$1,922 | | VWO | 46,759 | +4,085 | $1,922 | | VISA INC |
7,072 |
+133 |
$1,841 | | V | 7,072 | +133 | $1,841 | | VANGUARD BD INDEX FDS (BND) |
23,064 |
-3,105 |
$1,696 | | BND | 23,064 | -3,105 | $1,696 | | HOME DEPOT INC |
4,696 |
+319 |
$1,627 | | HD | 4,696 | +319 | $1,627 | | JOHNSON & JOHNSON |
10,276 |
-207 |
$1,611 | | JNJ | 10,276 | -207 | $1,611 | | TRANE TECHNOLOGIES PLC |
6,516 |
+906 |
$1,589 | | TT | 6,516 | +906 | $1,589 | | EATON CORP PLC |
6,218 |
+191 |
$1,497 | | ETN | 6,218 | +191 | $1,497 | | INVESCO EXCHANGE TRADED FD T (RSP) |
9,402 |
+598 |
$1,484 | | RSP | 9,402 | +598 | $1,484 | | ISHARES TR (IWF) |
4,862 |
-163 |
$1,474 | | IWF | 4,862 | -163 | $1,474 | | STARBUCKS CORP |
15,054 |
-225 |
$1,445 | | SBUX | 15,054 | -225 | $1,445 | | UNITEDHEALTH GROUP INC |
2,738 |
+92 |
$1,441 | | UNH | 2,738 | +92 | $1,441 | | ADVANCED MICRO DEVICES INC |
9,470 |
+9,470 |
$1,396 | | AMD | 9,470 | +9,470 | $1,396 | | VANGUARD WHITEHALL FDS (VYM) |
12,195 |
UNCH |
$1,361 | | VYM | 12,195 | UNCH | $1,361 | | MOTOROLA SOLUTIONS INC |
4,342 |
+83 |
$1,359 | | MSI | 4,342 | +83 | $1,359 | | NXP SEMICONDUCTORS N V |
5,840 |
+121 |
$1,341 | | NXPI | 5,840 | +121 | $1,341 | | MERCK & CO INC |
12,057 |
-893 |
$1,314 | | MRK | 12,057 | -893 | $1,314 | | DIMENSIONAL ETF TRUST (DFAS) |
21,904 |
-2,143 |
$1,306 | | DFAS | 21,904 | -2,143 | $1,306 |
See Full List: All Stocks Held By Financial Insights Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Insights Inc.
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