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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Moderna, Inc.

MRNA|60770K107

Shares:10.0K

Value:$284.2K

% of Portfolio:0.1% ($284.2K/$220.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.8K

Value:$277.4K

% of Portfolio:0.1% ($277.4K/$220.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.2K

Value:$271.0K

% of Portfolio:0.1% ($271.0K/$220.2M)

78464A284

Shares:10.7K

Value:$268.8K

% of Portfolio:0.1% ($268.8K/$220.2M)

464287226

Shares:2.7K

Value:$265.7K

% of Portfolio:0.1% ($265.7K/$220.2M)

464287804

IJR|464287804

Shares:2.4K

Value:$253.0K

% of Portfolio:0.1% ($253.0K/$220.2M)

464288406

Shares:3.4K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$220.2M)

464286285

Shares:6.5K

Value:$247.0K

% of Portfolio:0.1% ($247.0K/$220.2M)

AppLovin Corp

APP|03831W108

Shares:873

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$220.2M)

464288687

Shares:7.4K

Value:$227.6K

% of Portfolio:0.1% ($227.6K/$220.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:605

Value:$213.3K

% of Portfolio:0.1% ($213.3K/$220.2M)

922908736

VUG|922908736

Shares:573

Value:$212.5K

% of Portfolio:0.1% ($212.5K/$220.2M)

464288414

MUB|464288414

Shares:1.9K

Value:$203.6K

% of Portfolio:0.1% ($203.6K/$220.2M)

Under Armour, Inc.

UA|904311206

Shares:10.4K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$220.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Moderna, Inc.(MRNAcusip60770K107)	10.0K	QoQ +17.29% (-1.5K) YoY +14.00% (-1.2K)	All Managers (Combined)	$284.2K	0.1% ($284.2K/$220.2M)	QoQ -20.02% (-$71.1K) YoY -69.67% (-$652.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.8K	QoQ -3.93% (-74) YoY NEW(+1.8K)	All Managers (Combined)	$277.4K	0.1% ($277.4K/$220.2M)	QoQ -3.94% (-$11.4K) YoY NEW(+$277.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.2K	QoQ +9.10% (+268) YoY NEW(+3.2K)	All Managers (Combined)	$271.0K	0.1% ($271.0K/$220.2M)	QoQ +21.75% (+$48.4K) YoY NEW(+$271.0K)
(cusip78464A284)✕	10.7K	QoQ +3.26% (+337) YoY +31.28% (+2.5K)	All Managers (Combined)	$268.8K	0.1% ($268.8K/$220.2M)	QoQ +1.80% (+$4.8K) YoY +28.87% (+$60.2K)
(cusip464287226)✕	2.7K	QoQ 0.00% (+0) YoY +21.75% (+480)	All Managers (Combined)	$265.7K	0.1% ($265.7K/$220.2M)	QoQ +2.08% (+$5.4K) YoY +22.97% (+$49.6K)
(IJRcusip464287804)	2.4K	QoQ -18.55% (-551) YoY -22.81% (-715)	All Managers (Combined)	$253.0K	0.1% ($253.0K/$220.2M)	QoQ -26.08% (-$89.2K) YoY -26.96% (-$93.4K)
(cusip464288406)✕	3.4K	QoQ 0.00% (-0) YoY -14.58% (-579)	All Managers (Combined)	$251.7K	0.1% ($251.7K/$220.2M)	QoQ -0.09% (-$238) YoY -12.64% (-$36.4K)
(cusip464286285)✕	6.5K	QoQ +1.73% (+110) YoY -20.71% (-1.7K)	All Managers (Combined)	$247.0K	0.1% ($247.0K/$220.2M)	QoQ +2.40% (+$5.8K) YoY -19.08% (-$58.3K)
AppLovin Corp(APPcusip03831W108)	873	QoQ +11.06% (-87) YoY NEW(+873)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$220.2M)	QoQ -9.11% (-$23.2K) YoY NEW(+$231.3K)
(cusip464288687)✕	7.4K	QoQ -1.98% (-150) YoY -25.62% (-2.6K)	All Managers (Combined)	$227.6K	0.1% ($227.6K/$220.2M)	QoQ -4.19% (-$10.0K) YoY -29.08% (-$93.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	605	QoQ -1.94% (-12) YoY NEW(+605)	All Managers (Combined)	$213.3K	0.1% ($213.3K/$220.2M)	QoQ +1.04% (-$2.2K) YoY NEW(+$213.3K)
(VUGcusip922908736)	573	QoQ 0.00% (-0) YoY NEW(+573)	All Managers (Combined)	$212.5K	0.1% ($212.5K/$220.2M)	QoQ -9.65% (-$22.7K) YoY NEW(+$212.5K)
(MUBcusip464288414)	1.9K	QoQ -2.72% (-54) YoY NEW(+1.9K)	All Managers (Combined)	$203.6K	0.1% ($203.6K/$220.2M)	QoQ -3.73% (-$7.9K) YoY NEW(+$203.6K)
Under Armour, Inc.(UAcusip904311206)	10.4K	QoQ 0.00% (-0) YoY NEW(+10.4K)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$220.2M)	QoQ -20.24% (-$15.8K) YoY NEW(+$62.2K)