Financial Insights, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001642058

Type: FundHoldings: 111Value: $251.2MLatest: 2025Q1

Financial Insights, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 111 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RJF",
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  null,
  "AVGO",
  "DBEF",
  "HD",
  "MCD",
  "AMAT",
  "MUB",
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  "SFBC",
  null,
  "MSFT",
  null,
  "IWD",
  "VHT",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SBUX",
  "TJX",
  "VNQ",
  "VO",
  "VV",
  "MNST",
  "VWO",
  "SBAC",
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "TT",
  "AMD",
  "SDY",
  "FI",
  "WM",
  "IWP",
  "SGOL",
  "AMZN",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VYMI",
  "VBK",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "SCHD",
  null,
  "NXPI",
  "CRM",
  "DGRO",
  "SPYV",
  "STE",
  "BRK-B",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "COST",
  null,
  null,
  "DFAC",
  null,
  "EFA",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 111
Total Value: 251232697
Accession Number: 0001085146-25-002342
Form Type: 13F-HR
CIK: financial-insights
Manager Name: Financial-Insights

Data Enrichment

76% identified

84 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $251.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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808524797

SCHD|808524797

Shares:924.3K

Value:$25.8M

% of Portfolio:10.3% ($25.8M/$251.2M)

78464A854

SPLG|78464A854

Shares:392.6K

Value:$25.8M

% of Portfolio:10.3% ($25.8M/$251.2M)

MICROSOFT CORP

MSFT|594918104

Shares:49.5K

Value:$18.6M

% of Portfolio:7.4% ($18.6M/$251.2M)

Apple Inc.

AAPL|037833100

Shares:65.1K

Value:$14.5M

% of Portfolio:5.8% ($14.5M/$251.2M)

233051200

DBEF|233051200

Shares:325.7K

Value:$14.1M

% of Portfolio:5.6% ($14.1M/$251.2M)

922908736

VUG|922908736

Shares:36.3K

Value:$13.5M

% of Portfolio:5.4% ($13.5M/$251.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:21.6K

Value:$10.1M

% of Portfolio:4.0% ($10.1M/$251.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.1K

Value:$9.6M

% of Portfolio:3.8% ($9.6M/$251.2M)

78468R853

Shares:202.0K

Value:$8.2M

% of Portfolio:3.3% ($8.2M/$251.2M)

29287L106

Shares:106.0K

Value:$6.9M

% of Portfolio:2.8% ($6.9M/$251.2M)

78463X509

Shares:153.3K

Value:$6.0M

% of Portfolio:2.4% ($6.0M/$251.2M)

25434V708

DFAC|25434V708

Shares:160.8K

Value:$5.3M

% of Portfolio:2.1% ($5.3M/$251.2M)

922908751

VB|922908751

Shares:20.7K

Value:$4.6M

% of Portfolio:1.8% ($4.6M/$251.2M)

921943858

VEA|921943858

Shares:88.5K

Value:$4.5M

% of Portfolio:1.8% ($4.5M/$251.2M)

921908844

VIG|921908844

Shares:22.7K

Value:$4.4M

% of Portfolio:1.8% ($4.4M/$251.2M)

78463X889

SPDW|78463X889

Shares:96.6K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$251.2M)

81369Y803

XLK|81369Y803

Shares:16.9K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$251.2M)

464288414

MUB|464288414

Shares:31.6K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$251.2M)

922908637

VV|922908637

Shares:12.6K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$251.2M)

922908629

VO|922908629

Shares:12.1K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$251.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	924.3K	QoQ +4.48% (+39.6K) YoY +231.27% (+645.3K)	All Managers (Combined)	$25.8M	10.3% ($25.8M/$251.2M)	QoQ +6.92% (+$1.7M) YoY +14.87% (+$3.3M)
(SPLGcusip78464A854)	392.6K	QoQ +9.10% (+32.8K) YoY -3.97% (-16.2K)	All Managers (Combined)	$25.8M	10.3% ($25.8M/$251.2M)	QoQ +4.06% (+$1.0M) YoY +2.63% (-$661.7K)
MICROSOFT CORP(MSFTcusip594918104)	49.5K	QoQ -0.05% (-26) YoY -35.13% (-26.8K)	All Managers (Combined)	$18.6M	7.4% ($18.6M/$251.2M)	QoQ -10.98% (-$2.3M) YoY -42.12% (-$13.5M)
Apple Inc.(AAPLcusip037833100)	65.1K	QoQ +2.80% (-1.8K) YoY -38.43% (-40.7K)	All Managers (Combined)	$14.5M	5.8% ($14.5M/$251.2M)	QoQ -8.81% (-$1.4M) YoY -20.24% (-$3.7M)
(DBEFcusip233051200)	325.7K	QoQ +8.01% (+24.2K) YoY +13.89% (+39.7K)	All Managers (Combined)	$14.1M	5.6% ($14.1M/$251.2M)	QoQ +12.96% (+$1.6M) YoY +20.49% (+$2.4M)
(VUGcusip922908736)	36.3K	QoQ -10.80% (-4.4K) YoY -27.20% (-13.6K)	All Managers (Combined)	$13.5M	5.4% ($13.5M/$251.2M)	QoQ -19.41% (-$3.2M) YoY -21.57% (-$3.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	21.6K	QoQ +11.15% (+2.2K) YoY +30.89% (+5.1K)	All Managers (Combined)	$10.1M	4.0% ($10.1M/$251.2M)	QoQ +1.95% (+$194.0K) YoY +38.23% (+$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.1K	QoQ -1.24% (-228) YoY -9.84% (-2.0K)	All Managers (Combined)	$9.6M	3.8% ($9.6M/$251.2M)	QoQ +16.03% (-$1.3M) YoY +14.17% (-$1.2M)
(cusip78468R853)✕	202.0K	QoQ +14.72% (+25.9K) YoY -19.69% (-49.5K)	All Managers (Combined)	$8.2M	3.3% ($8.2M/$251.2M)	QoQ +4.10% (+$324.5K) YoY -23.95% (-$2.6M)
(cusip29287L106)✕	106.0K	QoQ -8.21% (-9.5K) YoY +22.10% (+19.2K)	All Managers (Combined)	$6.9M	2.8% ($6.9M/$251.2M)	QoQ -12.74% (-$1.0M) YoY +30.35% (+$1.6M)
(cusip78463X509)✕	153.3K	QoQ +1.02% (+1.6K) YoY -24.13% (-48.8K)	All Managers (Combined)	$6.0M	2.4% ($6.0M/$251.2M)	QoQ +3.65% (+$213.1K) YoY -17.47% (-$1.3M)
(DFACcusip25434V708)	160.8K	QoQ -19.00% (-37.7K) YoY -48.73% (-152.8K)	All Managers (Combined)	$5.3M	2.1% ($5.3M/$251.2M)	QoQ -22.74% (-$1.6M) YoY -47.06% (-$4.7M)
(VBcusip922908751)	20.7K	QoQ +2.07% (-420) YoY +30.18% (+4.8K)	All Managers (Combined)	$4.6M	1.8% ($4.6M/$251.2M)	QoQ -5.79% (-$282.4K) YoY +26.28% (+$954.8K)
(VEAcusip921943858)	88.5K	QoQ -10.92% (-10.9K) YoY -59.08% (-127.8K)	All Managers (Combined)	$4.5M	1.8% ($4.5M/$251.2M)	QoQ -5.31% (-$252.8K) YoY -58.54% (-$6.4M)
(VIGcusip921908844)	22.7K	QoQ -1.96% (-454) YoY -2.34% (-545)	All Managers (Combined)	$4.4M	1.8% ($4.4M/$251.2M)	QoQ -2.88% (-$130.6K) YoY +3.73% (-$158.6K)
(SPDWcusip78463X889)	96.6K	QoQ -4.02% (-4.0K) YoY -24.39% (-31.2K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$251.2M)	QoQ +2.39% (-$82.1K) YoY -23.19% (-$1.1M)
(XLKcusip81369Y803)	16.9K	QoQ +0.98% (-165) YoY +10.47% (+1.6K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$251.2M)	QoQ -10.32% (-$401.2K) YoY +9.52% (+$303.0K)
(MUBcusip464288414)	31.6K	QoQ -5.59% (-1.9K) YoY -16.57% (-6.3K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$251.2M)	QoQ -6.58% (-$235.0K) YoY -18.25% (-$744.8K)
(VVcusip922908637)	12.6K	QoQ -0.79% (-101) YoY NEW(+12.6K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$251.2M)	QoQ -5.45% (-$187.2K) YoY NEW(+$3.2M)
(VOcusip922908629)	12.1K	QoQ -1.37% (-168) YoY -32.59% (-5.8K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$251.2M)	QoQ -3.43% (-$110.9K) YoY -30.23% (-$1.4M)