Latest New Insight Wealth Advisors Stock Portfolio
New Insight Wealth Advisors Performance:
2025 Q3: 5.3%YTD: 7.78%2024: 11.06%
Performance for 2025 Q3 is 5.3%, and YTD is 7.78%, and 2024 is 11.06%.
About New Insight Wealth Advisors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $265.8 Millions as of 30 Sep, 2025.
The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 12.8% of it's portfolio in ISHARES TR and 6.4% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off QUALCOMM INC (QCOM), ISHARES INC (ACWV) and MICROSTRATEGY INC (MSTR) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). New Insight Wealth Advisors opened new stock positions in FEDERAL RLTY INVT TR NEW (FRT), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), UNITEDHEALTH GROUP INC (UNH) and SPDR SERIES TRUST (BIL).
The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 12.8% of it's portfolio in ISHARES TR and 6.4% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off QUALCOMM INC (QCOM), ISHARES INC (ACWV) and MICROSTRATEGY INC (MSTR) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). New Insight Wealth Advisors opened new stock positions in FEDERAL RLTY INVT TR NEW (FRT), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), UNITEDHEALTH GROUP INC (UNH) and SPDR SERIES TRUST (BIL).
New Insight Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that New Insight Wealth Advisors made a return of 5.3% in the last quarter. In trailing 12 months, it's portfolio return was 12.3%.
New Buys
| Ticker | $ Bought |
|---|---|
| federal rlty invt tr new | 1,480,240 |
| j p morgan exchange traded f | 1,169,290 |
| j p morgan exchange traded f | 582,482 |
| vanguard index fds | 203,355 |
New stocks bought by New Insight Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| fidelity covington trust | 399 |
| unitedhealth group inc | 310 |
| spdr series trust | 255 |
| servicenow inc | 110 |
| vanguard charlotte fds | 105 |
| vanguard mun bd fds | 79.91 |
| spdr series trust | 53.69 |
| ishares tr | 53.6 |
Additions to existing portfolio by New Insight Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exchange traded fd t | -63.24 |
| schwab strategic tr | -32.03 |
| ishares tr | -28.85 |
| vanguard bd index fds | -28.62 |
| wp carey inc | -22.28 |
| simon ppty group inc new | -21.32 |
| vanguard instl index fd | -20.96 |
| wisdomtree tr | -20.74 |
New Insight Wealth Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares inc | -226,182 |
| rambus inc del | -207,169 |
| qualcomm inc | -226,468 |
| microstrategy inc | -209,391 |
New Insight Wealth Advisors got rid off the above stocks
Sector Distribution
New Insight Wealth Advisors has about 71.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.8 |
| Technology | 8.8 |
| Consumer Cyclical | 7.1 |
| Communication Services | 4.2 |
| Real Estate | 3.4 |
| Healthcare | 2.5 |
| Financial Services | 1.5 |
Market Cap. Distribution
New Insight Wealth Advisors has about 25.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.8 |
| MEGA-CAP | 17.2 |
| LARGE-CAP | 8.7 |
| MID-CAP | 1.6 |
Stocks belong to which Index?
About 25.3% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.7 |
| S&P 500 | 23.5 |
| RUSSELL 2000 | 1.8 |
New Insight Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Insight Wealth Advisors
New Insight Wealth Advisors has 105 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for New Insight Wealth Advisors last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.48 | 15,414 | 3,924,950 | reduced | -12.79 | ||
| AAXJ | ishares tr | 0.42 | 10,529 | 1,121,230 | added | 53.6 | ||
| AAXJ | ishares tr | 0.16 | 6,609 | 419,196 | reduced | -6.98 | ||
| AAXJ | ishares tr | 0.10 | 3,392 | 272,549 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.09 | 7,645 | 241,735 | reduced | -12.78 | ||
| ABBV | abbvie inc | 0.36 | 4,091 | 947,230 | reduced | -0.9 | ||
| ACLS | axcelis technologies inc | 0.99 | 27,013 | 2,637,550 | reduced | -15.18 | ||
| ACWF | ishares tr | 0.41 | 30,026 | 1,078,230 | added | 50.27 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADSK | autodesk inc | 0.08 | 679 | 215,698 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.63 | 5,107 | 1,666,720 | reduced | -5.44 | ||
| AFK | vaneck etf trust | 0.13 | 3,527 | 349,561 | reduced | -4.16 | ||
| AGZD | wisdomtree tr | 0.22 | 11,050 | 577,915 | reduced | -8.98 | ||
| AGZD | wisdomtree tr | 0.12 | 9,229 | 310,833 | reduced | -20.74 | ||
| AMPS | ishares tr | 0.50 | 13,900 | 1,322,450 | reduced | -2.2 | ||
| AMPS | ishares tr | 0.26 | 13,670 | 698,332 | added | 7.33 | ||
| AMZN | amazon com inc | 2.74 | 33,192 | 7,287,970 | added | 2.66 | ||
| APP | applovin corp | 0.22 | 817 | 587,047 | reduced | -17.14 | ||
| AVGO | broadcom inc | 0.88 | 7,120 | 2,349,070 | reduced | -3.26 | ||
| BAB | invesco exch traded fd tr ii | 0.18 | 10,043 | 485,077 | reduced | -14.06 | ||