New Insight Wealth Advisors

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002022328

Type: FundHoldings: 94Value: $220.2MLatest: 2025Q1

New Insight Wealth Advisors is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 94 holdings worth $0.2 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,
  "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

Page 1 of 5

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464287200

IVV|464287200

Shares:50.2K

Value:$28.2M

% of Portfolio:12.8% ($28.2M/$220.2M)

808524797

SCHD|808524797

Shares:599.5K

Value:$16.8M

% of Portfolio:7.6% ($16.8M/$220.2M)

316188309

Shares:319.8K

Value:$14.6M

% of Portfolio:6.6% ($14.6M/$220.2M)

922908629

VO|922908629

Shares:46.6K

Value:$12.1M

% of Portfolio:5.5% ($12.1M/$220.2M)

46137V357

RSP|46137V357

Shares:67.0K

Value:$11.6M

% of Portfolio:5.3% ($11.6M/$220.2M)

921932828

Shares:113.3K

Value:$10.9M

% of Portfolio:5.0% ($10.9M/$220.2M)

92204A702

VGT|92204A702

Shares:15.1K

Value:$8.2M

% of Portfolio:3.7% ($8.2M/$220.2M)

464287291

Shares:88.5K

Value:$6.7M

% of Portfolio:3.0% ($6.7M/$220.2M)

AMAZON COM INC

AMZN|023135106

Shares:31.8K

Value:$6.0M

% of Portfolio:2.7% ($6.0M/$220.2M)

Tesla, Inc.

TSLA|88160R101

Shares:22.7K

Value:$5.9M

% of Portfolio:2.7% ($5.9M/$220.2M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:33.5K

Value:$5.6M

% of Portfolio:2.5% ($5.6M/$220.2M)

921908844

VIG|921908844

Shares:24.7K

Value:$4.8M

% of Portfolio:2.2% ($4.8M/$220.2M)

921946810

VIGI|921946810

Shares:57.2K

Value:$4.7M

% of Portfolio:2.2% ($4.7M/$220.2M)

Global-E Online Ltd.

GLBE|M5216V106

Shares:120.0K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$220.2M)

Apple Inc.

AAPL|037833100

Shares:18.2K

Value:$4.0M

% of Portfolio:1.8% ($4.0M/$220.2M)

MICROSOFT CORP

MSFT|594918104

Shares:10.6K

Value:$4.0M

% of Portfolio:1.8% ($4.0M/$220.2M)

92790A868

Shares:156.3K

Value:$3.7M

% of Portfolio:1.7% ($3.7M/$220.2M)

46137V563

Shares:170.2K

Value:$3.7M

% of Portfolio:1.7% ($3.7M/$220.2M)

PFIZER INC

PFE|717081103

Shares:136.1K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$220.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:20.6K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$220.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	50.2K	QoQ +7.28% (+3.4K) YoY +34.21% (+12.8K)	All Managers (Combined)	$28.2M	12.8% ($28.2M/$220.2M)	QoQ +2.40% (+$660.9K) YoY +43.44% (+$8.5M)
(SCHDcusip808524797)	599.5K	QoQ +14.75% (+77.1K) YoY +324.34% (+458.2K)	All Managers (Combined)	$16.8M	7.6% ($16.8M/$220.2M)	QoQ +17.44% (+$2.5M) YoY +47.14% (+$5.4M)
(cusip316188309)✕	319.8K	QoQ +28.86% (+71.6K) YoY +143.52% (+188.5K)	All Managers (Combined)	$14.6M	6.6% ($14.6M/$220.2M)	QoQ +31.10% (+$3.5M) YoY +145.35% (+$8.6M)
(VOcusip922908629)	46.6K	QoQ +15.86% (+6.4K) YoY +41.41% (+13.7K)	All Managers (Combined)	$12.1M	5.5% ($12.1M/$220.2M)	QoQ +13.44% (+$1.4M) YoY +46.36% (+$3.8M)
(RSPcusip46137V357)	67.0K	QoQ +23.18% (+12.6K) YoY +165.81% (+41.8K)	All Managers (Combined)	$11.6M	5.3% ($11.6M/$220.2M)	QoQ +21.78% (+$2.1M) YoY +171.87% (+$7.3M)
(cusip921932828)✕	113.3K	QoQ +2.54% (-2.8K) YoY -0.84% (-966)	All Managers (Combined)	$10.9M	5.0% ($10.9M/$220.2M)	QoQ -6.67% (-$781.5K) YoY -5.72% (-$663.5K)
(VGTcusip92204A702)	15.1K	QoQ +15.37% (+2.0K) YoY +40.28% (+4.3K)	All Managers (Combined)	$8.2M	3.7% ($8.2M/$220.2M)	QoQ +0.63% (+$51.9K) YoY +45.10% (+$2.5M)
(cusip464287291)✕	88.5K	QoQ +12.42% (+9.8K) YoY +69.11% (+36.2K)	All Managers (Combined)	$6.7M	3.0% ($6.7M/$220.2M)	QoQ +0.47% (+$31.6K) YoY +71.21% (+$2.8M)
AMAZON COM INC(AMZNcusip023135106)	31.8K	QoQ +10.88% (-3.1K) YoY +12.13% (+3.4K)	All Managers (Combined)	$6.0M	2.7% ($6.0M/$220.2M)	QoQ -3.83% (-$241.2K) YoY +18.28% (+$934.2K)
Tesla, Inc.(TSLAcusip88160R101)	22.7K	QoQ +4.08% (-891) YoY -30.97% (-10.2K)	All Managers (Combined)	$5.9M	2.7% ($5.9M/$220.2M)	QoQ -33.20% (-$2.9M) YoY +1.75% (-$101.5K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	33.5K	QoQ +0.22% (-76) YoY -33.18% (-16.7K)	All Managers (Combined)	$5.6M	2.5% ($5.6M/$220.2M)	QoQ -3.34% (-$192.6K) YoY -29.09% (-$2.3M)
(VIGcusip921908844)	24.7K	QoQ +5.30% (+1.2K) YoY +11.45% (+2.5K)	All Managers (Combined)	$4.8M	2.2% ($4.8M/$220.2M)	QoQ +4.31% (+$198.3K) YoY +18.39% (+$745.1K)
(VIGIcusip921946810)	57.2K	QoQ -25.73% (-19.8K) YoY -28.51% (-22.8K)	All Managers (Combined)	$4.7M	2.2% ($4.7M/$220.2M)	QoQ -22.99% (-$1.4M) YoY -27.27% (-$1.8M)
Global-E Online Ltd.(GLBEcusipM5216V106)	120.0K	QoQ NEW(+120.0K) YoY NEW(+120.0K)	All Managers (Combined)	$4.3M	1.9% ($4.3M/$220.2M)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Apple Inc.(AAPLcusip037833100)	18.2K	QoQ -0.80% (-148) YoY -3.07% (-578)	All Managers (Combined)	$4.0M	1.8% ($4.0M/$220.2M)	QoQ -12.01% (-$552.9K) YoY +25.55% (-$824.2K)
MICROSOFT CORP(MSFTcusip594918104)	10.6K	QoQ +33.93% (+2.7K) YoY +46.70% (+3.4K)	All Managers (Combined)	$4.0M	1.8% ($4.0M/$220.2M)	QoQ +19.28% (+$640.7K) YoY +30.90% (+$935.8K)
(cusip92790A868)✕	156.3K	QoQ +134.77% (+89.7K) YoY NEW(+156.3K)	All Managers (Combined)	$3.7M	1.7% ($3.7M/$220.2M)	QoQ +128.97% (+$2.1M) YoY NEW(+$3.7M)
(cusip46137V563)✕	170.2K	QoQ -3.26% (-5.7K) YoY -19.60% (-41.5K)	All Managers (Combined)	$3.7M	1.7% ($3.7M/$220.2M)	QoQ -2.30% (-$86.3K) YoY -16.41% (-$717.4K)
PFIZER INC(PFEcusip717081103)	136.1K	QoQ NEW(+136.1K) YoY +741.50% (+120.0K)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$220.2M)	QoQ NEW(+$3.4M) YoY +668.41% (+$3.0M)
Alphabet Inc.(GOOGLcusip02079K305)	20.6K	QoQ +16.18% (-2.9K) YoY +22.22% (+3.7K)	All Managers (Combined)	$3.2M	1.4% ($3.2M/$220.2M)	QoQ -5.08% (-$170.6K) YoY +25.23% (+$641.5K)