New-Insight-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "GLBE",
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "AVGO",
  "APP",
  "ACLS",
  null,
  null,
  null,
  null,
  "QCOM",
  "RIVN",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  "NAC",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "DASH",
  null,
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "ROST",
  "SPLG",
  "UBER",
  "VO",
  "MRNA",
  null,
  null,
  null,
  "VIG",
  "TSM",
  "VYM",
  null,
  "UA",
  "VIGI",
  "AMZN",
  null,
  "VGT",
  "VUG",
  null,
  null,
  "VBK",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "WPC",
  "SCHD",
  "SCHG",
  "CRM",
  null,
  "CSCO",
  "COST",
  "CRWD",
  "RSP",
  null,
  "USMV",
  "GOOG",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 94
Total Value: 220222182
Accession Number: 0001667731-25-000559
Form Type: 13F-HR
CIK: new-insight-wealth-advisors
Manager Name: New-Insight-Wealth-Advisors

Data Enrichment

64% identified

60 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $220.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Salesforce, Inc.

CRM|79466L302

Shares:3.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$220.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.1K

Value:$868.3K

% of Portfolio:0.4% ($868.3K/$220.2M)

464287812

Shares:10.6K

Value:$759.3K

% of Portfolio:0.3% ($759.3K/$220.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.8K

Value:$684.3K

% of Portfolio:0.3% ($684.3K/$220.2M)

19761L508

Shares:38.1K

Value:$681.9K

% of Portfolio:0.3% ($681.9K/$220.2M)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:59.9K

Value:$673.4K

% of Portfolio:0.3% ($673.4K/$220.2M)

464287325

Shares:7.3K

Value:$663.7K

% of Portfolio:0.3% ($663.7K/$220.2M)

VISA INC.

V|92826C839

Shares:1.9K

Value:$658.9K

% of Portfolio:0.3% ($658.9K/$220.2M)

PINTEREST, INC.

PINS|72352L106

Shares:21.2K

Value:$657.0K

% of Portfolio:0.3% ($657.0K/$220.2M)

464287507

IJH|464287507

Shares:10.9K

Value:$637.8K

% of Portfolio:0.3% ($637.8K/$220.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:8.7K

Value:$630.7K

% of Portfolio:0.3% ($630.7K/$220.2M)

97717W505

Shares:12.7K

Value:$629.4K

% of Portfolio:0.3% ($629.4K/$220.2M)

46138G664

Shares:13.7K

Value:$557.9K

% of Portfolio:0.3% ($557.9K/$220.2M)

464287770

Shares:7.0K

Value:$551.7K

% of Portfolio:0.3% ($551.7K/$220.2M)

808524300

SCHG|808524300

Shares:21.7K

Value:$544.0K

% of Portfolio:0.2% ($544.0K/$220.2M)

Alphabet Inc.

GOOG|02079K107

Shares:3.4K

Value:$525.1K

% of Portfolio:0.2% ($525.1K/$220.2M)

46138E214

Shares:17.5K

Value:$523.1K

% of Portfolio:0.2% ($523.1K/$220.2M)

922908769

VTI|922908769

Shares:1.9K

Value:$522.7K

% of Portfolio:0.2% ($522.7K/$220.2M)

REALTY INCOME CORP

O|756109104

Shares:9.0K

Value:$520.6K

% of Portfolio:0.2% ($520.6K/$220.2M)

316092543

Shares:19.6K

Value:$502.0K

% of Portfolio:0.2% ($502.0K/$220.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	3.7K	QoQ +5.13% (-182) YoY -56.72% (-4.9K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$220.2M)	QoQ -15.62% (-$185.3K) YoY -61.44% (-$1.6M)
AbbVie Inc.(ABBVcusip00287Y109)	4.1K	QoQ +2.06% (+84) YoY -25.86% (-1.4K)	All Managers (Combined)	$868.3K	0.4% ($868.3K/$220.2M)	QoQ +20.34% (+$146.8K) YoY -14.70% (-$149.7K)
(cusip464287812)✕	10.6K	QoQ +19.97% (+1.8K) YoY +68.15% (+4.3K)	All Managers (Combined)	$759.3K	0.3% ($759.3K/$220.2M)	QoQ +30.90% (+$179.3K) YoY +77.95% (+$332.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.8K	QoQ +8.34% (+215) YoY -16.81% (-564)	All Managers (Combined)	$684.3K	0.3% ($684.3K/$220.2M)	QoQ +10.85% (+$67.0K) YoY +1.86% (-$12.5K)
(cusip19761L508)✕	38.1K	QoQ -27.68% (-14.6K) YoY -76.10% (-121.5K)	All Managers (Combined)	$681.9K	0.3% ($681.9K/$220.2M)	QoQ -26.24% (-$242.6K) YoY -75.97% (-$2.2M)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	59.9K	QoQ +29.78% (+13.8K) YoY +231.91% (+41.9K)	All Managers (Combined)	$673.4K	0.3% ($673.4K/$220.2M)	QoQ +29.21% (+$152.2K) YoY +238.53% (+$474.5K)
(cusip464287325)✕	7.3K	QoQ -26.64% (-2.6K) YoY -64.49% (-13.2K)	All Managers (Combined)	$663.7K	0.3% ($663.7K/$220.2M)	QoQ -22.17% (-$189.2K) YoY -65.24% (-$1.2M)
VISA INC.(Vcusip92826C839)	1.9K	QoQ +19.74% (+310) YoY +13.80% (+228)	All Managers (Combined)	$658.9K	0.3% ($658.9K/$220.2M)	QoQ +32.78% (+$162.7K) YoY +42.90% (+$197.8K)
PINTEREST, INC.(PINScusip72352L106)	21.2K	QoQ -10.17% (-2.4K) YoY -24.87% (-7.0K)	All Managers (Combined)	$657.0K	0.3% ($657.0K/$220.2M)	QoQ -3.97% (-$27.2K) YoY -32.82% (-$321.1K)
(IJHcusip464287507)	10.9K	QoQ -8.75% (-1.0K) YoY -1.56% (-174)	All Managers (Combined)	$637.8K	0.3% ($637.8K/$220.2M)	QoQ -14.55% (-$108.6K) YoY -5.44% (-$36.7K)
Uber Technologies, Inc(UBERcusip90353T100)	8.7K	QoQ -9.44% (-903) YoY -47.86% (-7.9K)	All Managers (Combined)	$630.7K	0.3% ($630.7K/$220.2M)	QoQ +9.37% (-$54.1K) YoY -50.66% (-$647.7K)
(cusip97717W505)✕	12.7K	QoQ +7.84% (+925) YoY +50.68% (+4.3K)	All Managers (Combined)	$629.4K	0.3% ($629.4K/$220.2M)	QoQ +4.78% (+$28.7K) YoY +52.99% (+$218.0K)
(cusip46138G664)✕	13.7K	QoQ -9.41% (-1.4K) YoY +41.02% (+4.0K)	All Managers (Combined)	$557.9K	0.3% ($557.9K/$220.2M)	QoQ -19.43% (-$134.6K) YoY +34.07% (+$141.8K)
(cusip464287770)✕	7.0K	QoQ +20.13% (+1.2K) YoY -16.25% (-1.4K)	All Managers (Combined)	$551.7K	0.3% ($551.7K/$220.2M)	QoQ +21.28% (+$96.8K) YoY -0.77% (-$4.3K)
(SCHGcusip808524300)	21.7K	QoQ +4.08% (-852) YoY +492.33% (+18.1K)	All Managers (Combined)	$544.0K	0.2% ($544.0K/$220.2M)	QoQ -6.48% (-$37.7K) YoY +59.96% (+$203.9K)
Alphabet Inc.(GOOGcusip02079K107)	3.4K	QoQ +19.09% (-539) YoY +52.84% (+1.2K)	All Managers (Combined)	$525.1K	0.2% ($525.1K/$220.2M)	QoQ -2.28% (-$12.3K) YoY +56.82% (+$190.3K)
(cusip46138E214)✕	17.5K	QoQ +9.56% (+1.5K) YoY +105.40% (+9.0K)	All Managers (Combined)	$523.1K	0.2% ($523.1K/$220.2M)	QoQ +15.83% (+$71.5K) YoY +100.51% (+$262.2K)
(VTIcusip922908769)	1.9K	QoQ NEW(+1.9K) YoY +0.52% (+10)	All Managers (Combined)	$522.7K	0.2% ($522.7K/$220.2M)	QoQ NEW(+$522.7K) YoY +6.30% (+$31.0K)
REALTY INCOME CORP(Ocusip756109104)	9.0K	QoQ +31.56% (+2.2K) YoY +31.95% (+2.2K)	All Managers (Combined)	$520.6K	0.2% ($520.6K/$220.2M)	QoQ +42.89% (+$156.3K) YoY +41.48% (+$152.6K)
(cusip316092543)✕	19.6K	QoQ +21.11% (+3.4K) YoY NEW(+19.6K)	All Managers (Combined)	$502.0K	0.2% ($502.0K/$220.2M)	QoQ +22.64% (+$92.7K) YoY NEW(+$502.0K)