Financial Insights, Inc.
CIK Number: 0001642058
Main Sectors:
Top Industries:
Filing Date: Apr 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 27.60 | -0.87% | 924.34K | +4.48% | 25.84M | 24.27 | 10.29% | Share |
| 2 | SPLG | SPDR Portfolio ... | 75.73 | +0.52% | 392.62K | +9.10% | 25.82M | 57.39 | 10.28% | Share |
| 3 | MSFT | Microsoft Corpo... | 505.35 | +0.05% | 49.51K | -0.05% | 18.59M | 229.93 | 7.40% | Share |
| 4 | AAPL | Apple Inc. | 238.47 | +3.81% | 65.12K | +2.80% | 14.47M | 126.83 | 5.76% | Share |
| 5 | DBEF | Xtrackers MSCI ... | 45.23 | -0.02% | 325.71K | +8.01% | 14.1M | 36.94 | 5.61% | Share |
| 6 | VUG | Vanguard Growth... | 459.86 | +1.08% | 36.34K | -10.8% | 13.48M | 239.61 | 5.36% | Share |
| 7 | QQQ | Invesco QQQ Tru... | 570.07 | +0.79% | 21.6K | +11.15% | 10.13M | 431.88 | 4.03% | Share |
| 8 | BRK-B | Berkshire Hatha... | 501.46 | +0.06% | 18.1K | -1.24% | 9.64M | 191.69 | 3.84% | Share |
| 9 | SPSM | SPDR Portfolio ... | 45.62 | -0.09% | 201.98K | +14.73% | 8.23M | 38.89 | 3.28% | Share |
| 10 | VOTE | TCW Transform 5... | 75.78 | +0.50% | 106.02K | -8.22% | 6.93M | 54.35 | 2.76% | Share |
| 11 | SPEM | SPDR Portfolio ... | 44.44 | +0.25% | 153.32K | +1.03% | 6.04M | 33.8 | 2.40% | Share |
| 12 | DFAC | Dimensional U.S... | 37.65 | +0.31% | 160.76K | -19% | 5.3M | 24.51 | 2.11% | Share |
| 13 | VB | Vanguard Small ... | 250.77 | -0.17% | 20.68K | +2.07% | 4.59M | 185.9 | 1.83% | Share |
| 14 | VEA | Vanguard Develo... | 58.31 | +0.21% | 88.53K | -10.93% | 4.5M | 41.33 | 1.79% | Share |
| 15 | VIG | Vanguard Divide... | 210.29 | +0.10% | 22.69K | -1.96% | 4.4M | 115.81 | 1.75% | Share |
| 16 | SPDW | SPDR Portfolio ... | 41.45 | +0.23% | 96.57K | -4.02% | 3.52M | 29.78 | 1.40% | Share |
| 17 | XLK | Technology Sele... | 261.35 | +0.60% | 16.88K | +0.99% | 3.49M | 104.92 | 1.39% | Share |
| 18 | MUB | iShares Nationa... | 104.25 | +0.26% | 31.64K | -5.6% | 3.34M | 105.24 | 1.33% | Share |
| 19 | VV | Vanguard Large ... | 297.16 | +0.51% | 12.63K | -0.79% | 3.25M | 263.29 | 1.29% | Share |
| 20 | VO | Vanguard Mid Ca... | 287.61 | -0.19% | 12.07K | -1.37% | 3.12M | 205.67 | 1.24% | Share |
| 21 | DON | WisdomTree U.S.... | 52.33 | -0.13% | 59.09K | -5.38% | 2.93M | 31.12 | 1.16% | Share |
| 22 | AMZN | Amazon.com, Inc... | 225.99 | +0.29% | 12.86K | +2.14% | 2.45M | 119.95 | 0.97% | Share |
| 23 | COST | Costco Wholesal... | 949.78 | +1.17% | 2.5K | +6.69% | 2.37M | 434.7 | 0.94% | Share |
| 24 | ETHO | Amplify Etho Cl... | 62.29 | +0.09% | 42.89K | -2.52% | 2.36M | 58.07 | 0.94% | Share |
| 25 | VTI | Vanguard Total ... | 317.38 | +0.44% | 8.54K | -0.76% | 2.35M | 176.74 | 0.93% | Share |
| 26 | DIVO | Amplify CWP Enh... | 43.52 | -0.02% | 54.85K | +23.42% | 2.24M | 40.54 | 0.89% | Share |
| 27 | DSI | iShares MSCI KL... | 121.11 | +0.61% | 21.38K | -10.43% | 2.19M | 65 | 0.87% | Share |
| 28 | DGRO | iShares Core Di... | 66.54 | -0.19% | 34.59K | -2.79% | 2.14M | 40.21 | 0.85% | Share |
| 29 | NVDA | NVIDIA Corporat... | 170.63 | -0.09% | 16.64K | -3.11% | 1.8M | 20.43 | 0.72% | Share |
| 30 | VYM | Vanguard High D... | 138.26 | -0.32% | 13.47K | -1.84% | 1.74M | 93.26 | 0.69% | Share |
| 31 | PFF | iShares Preferr... | 31.38 | +0.22% | 49.43K | +7.93% | 1.52M | 32.18 | 0.60% | Share |
| 32 | VEU | Vanguard FTSE A... | 69.03 | +0.22% | 24.43K | 0.00% | 1.48M | 63 | 0.59% | Share |
| 33 | QUAL | iShares MSCI US... | 188.68 | +0.57% | 7.74K | -7.23% | 1.32M | 101.38 | 0.53% | Share |
| 34 | LGLV | SPDR SSGA US La... | 176.60 | -0.09% | 7.44K | -1.04% | 1.29M | 121.85 | 0.52% | Share |
| 35 | VWO | Vanguard Emergi... | 51.59 | +0.24% | 27.12K | -1.51% | 1.23M | 39.5 | 0.49% | Share |
| 36 | DFAS | Dimensional U.S... | 67.76 | -0.19% | 16.5K | -0.36% | 985.79K | 47.47 | 0.39% | Share |
| 37 | SBUX | Starbucks Corpo... | 87.25 | -2.82% | 9.83K | -17.5% | 964.52K | 84.07 | 0.38% | Share |
| 38 | PSK | SPDR ICE Prefer... | 32.51 | +0.40% | 28.53K | +4.76% | 924.05K | 37.05 | 0.37% | Share |
| 39 | XLI | Industrial Sele... | 149.82 | -0.49% | 6.8K | -0.37% | 891.41K | 77.64 | 0.35% | Share |
| 40 | V | Visa Inc. | 350.83 | +0.22% | 2.53K | +1.00% | 887.37K | 213.66 | 0.35% | Share |
| 41 | VHT | Vanguard Health... | 254.76 | -0.35% | 3.34K | 0.00% | 883.4K | 202.17 | 0.35% | Share |
| 42 | AVGO | Broadcom Inc. | 302.39 | +1.39% | 5.08K | +82.55% | 849.71K | 118.85 | 0.34% | Share |
| 43 | XLV | Health Care Sel... | 136.92 | -0.47% | 5.33K | +3.92% | 778.01K | 114.6 | 0.31% | Share |
| 44 | SPYV | SPDR Portfolio ... | 54.31 | -0.11% | 15.16K | +3.66% | 774.07K | 43.21 | 0.31% | Share |
| 45 | SFBC | Sound Financial... | 46.90 | -0.34% | 14.9K | 0.00% | 747.09K | 35.17 | 0.30% | Share |
| 46 | SPYD | SPDR Portfolio ... | 44.55 | -0.11% | 16.09K | +1.58% | 712.14K | 40.58 | 0.28% | Share |
| 47 | IJH | iShares Core S&... | 64.79 | -0.18% | 12K | +14.50% | 700.38K | 43.94 | 0.28% | Share |
| 48 | XOM | Exxon Mobil Cor... | 111.95 | -2.39% | 5.84K | +1.43% | 694.02K | 54.44 | 0.28% | Share |
| 49 | MCD | McDonald's Corp... | 316.32 | +0.18% | 2.15K | +17.52% | 670.51K | 208.71 | 0.27% | Share |
| 50 | JNJ | Johnson & Johns... | 177.98 | -0.04% | 3.72K | +2.54% | 617.15K | 158.66 | 0.25% | Share |
| 51 | IWD | iShares Russell... | 200.41 | -0.09% | 3.27K | -35.66% | 615.1K | 111.38 | 0.24% | Share |
| 52 | IWF | iShares Russell... | 445.97 | +0.97% | 1.7K | -48% | 614.94K | 181.81 | 0.24% | Share |
| 53 | VOO | Vanguard S&P 50... | 591.76 | +0.52% | 1.19K | -30.5% | 613.61K | 350.52 | 0.24% | Share |
| 54 | VGT | Vanguard Inform... | 692.99 | +0.46% | 1.12K | 0.00% | 608.01K | 267.31 | 0.24% | Share |
| 55 | JPM | JPMorgan Chase ... | 299.47 | -0.08% | 2.45K | -5.88% | 600.99K | 127.99 | 0.24% | Share |
| 56 | BND | Vanguard Total ... | 73.64 | +0.33% | 7.96K | -24.18% | 584.88K | 74.75 | 0.23% | Share |
| 57 | WMT | Walmart Inc. | 99.44 | +1.62% | 6.49K | +12.86% | 569.49K | 52.75 | 0.23% | Share |
| 58 | SPHD | Invesco S&P 500... | 49.17 | +0.21% | 10.81K | 0.00% | 543.24K | 42.77 | 0.22% | Share |
| 59 | NFLX | Netflix, Inc. | 1226.18 | +0.99% | 582 | -10.74% | 542.73K | 313.88 | 0.22% | Share |
| 60 | WFC | Wells Fargo & C... | 80.55 | -1.5% | 7.35K | 0.00% | 527.66K | 59.18 | 0.21% | Share |
| 61 | IWP | iShares Russell... | 141.68 | -0.13% | 4.47K | -2.76% | 524.78K | 92.56 | 0.21% | Share |
| 62 | GOOGL | Alphabet Inc. | 230.66 | +9.14% | 3.32K | +8.19% | 512.79K | 105.93 | 0.20% | Share |
| 63 | LLY | Eli Lilly and C... | 737.66 | +0.34% | 603 | +100.00% | 498.02K | 825.91 | 0.20% | Share |
| 64 | TSLA | Tesla, Inc. | 334.09 | +1.44% | 1.67K | +2.97% | 431.76K | 199.52 | 0.17% | Share |
| 65 | VBK | Vanguard Small ... | 290.53 | -0.35% | 1.71K | +0.06% | 429.43K | 224.92 | 0.17% | Share |
| 66 | PG | The Procter & G... | 158.17 | +0.11% | 2.5K | +7.29% | 426.62K | 132.22 | 0.17% | Share |
| 67 | TT | Trane Technolog... | 408.28 | -0.64% | 1.23K | +24.62% | 412.73K | 224.33 | 0.16% | Share |
| 68 | NUSC | Nuveen ESG Smal... | 43.04 | +0.07% | 10.46K | -4.3% | 400.85K | 41.88 | 0.16% | Share |
| 69 | META | Meta Platforms,... | 737.05 | +0.26% | 688 | +2.99% | 396.54K | 278.79 | 0.16% | Share |
| 70 | EFA | iShares MSCI EA... | 90.73 | +0.17% | 4.75K | +9.88% | 387.97K | 78.35 | 0.15% | Share |
| 71 | SBAC | SBA Communicati... | 199.29 | -1.34% | 1.75K | 0.00% | 385.02K | 297.92 | 0.15% | Share |
| 72 | ESGD | iShares ESG Awa... | 90.11 | +0.16% | 4.55K | -38.6% | 372.02K | 67.16 | 0.15% | Share |
| 73 | IVW | iShares S&P 500... | 115.07 | +1.05% | 3.73K | -2.35% | 346.44K | 55.44 | 0.14% | Share |
| 74 | AMAT | Applied Materia... | 156.25 | -0.84% | 2.37K | 0.00% | 343.35K | 98.21 | 0.14% | Share |
| 75 | KO | The Coca-Cola C... | 69.01 | -0.07% | 4.74K | +12.42% | 339.74K | 55.68 | 0.14% | Share |
| 76 | HD | The Home Depot,... | 407.52 | +0.30% | 880 | +3.29% | 322.51K | 296.09 | 0.13% | Share |
| 77 | ABBV | AbbVie Inc. | 211.88 | -0.02% | 1.51K | +0.67% | 316.17K | 179.84 | 0.13% | Share |
| 78 | UNH | UnitedHealth Gr... | 307.54 | -0.41% | 590 | +100.00% | 309.01K | 523.75 | 0.12% | Share |
| 79 | HDV | iShares Core Hi... | 122.20 | -0.88% | 2.53K | 0.00% | 306.07K | 80.88 | 0.12% | Share |
| 80 | PEY | Invesco High Yi... | 21.23 | -0.35% | 14.1K | 0.00% | 302.73K | 15.35 | 0.12% | Share |
| 81 | CSCO | Cisco Systems, ... | 67.67 | -0.19% | 4.87K | +11.40% | 300.29K | 49.78 | 0.12% | Share |
| 82 | VNQ | Vanguard Real E... | 90.75 | +0.04% | 3.28K | +0.12% | 296.61K | 97.41 | 0.12% | Share |
| 83 | CRM | Salesforce, Inc... | 256.40 | +1.40% | 1.1K | +9.89% | 295.2K | 210.59 | 0.12% | Share |
| 84 | WM | Waste Managemen... | 224.34 | -0.62% | 1.25K | +100.00% | 289.39K | 231.51 | 0.12% | Share |
| 85 | RJF | Raymond James F... | 166.58 | -1.03% | 2.06K | 0.00% | 286.29K | 111.5 | 0.11% | Share |
| 86 | EMNT | PIMCO Enhanced ... | 98.58 | +0.04% | 2.86K | +100.00% | 282.03K | 98.75 | 0.11% | Share |
| 87 | VYMI | Vanguard Intern... | 83.54 | -0.04% | 3.74K | -1.55% | 275.67K | 54.18 | 0.11% | Share |
| 88 | DFUS | Dimensional U.S... | 70.03 | +0.44% | 4.54K | 0.00% | 274.34K | 44.43 | 0.11% | Share |
| 89 | MBNE | SPDR Nuveen Mun... | 28.61 | +0.12% | 9.3K | -13.74% | 270.06K | 29.34 | 0.11% | Share |
| 90 | CMG | Chipotle Mexica... | 41.80 | +0.12% | 5.34K | +26.76% | 268.02K | 58.17 | 0.11% | Share |
| 91 | SPYG | SPDR Portfolio ... | 99.63 | +1.01% | 3.33K | -34.88% | 267.71K | 75.97 | 0.11% | Share |
| 92 | CB | Chubb Limited | 278.16 | +0.49% | 837 | +100.00% | 252.77K | 301.99 | 0.10% | Share |
| 93 | VTV | Vanguard Value ... | 181.75 | -0.47% | 1.39K | 0.00% | 239.94K | 149.5 | 0.10% | Share |
| 94 | SGOL | abrdn Physical ... | 33.99 | +0.74% | 7.83K | +100.00% | 233.46K | 29.82 | 0.09% | Share |
| 95 | IVV | iShares Core S&... | 646.88 | +0.54% | 415 | +100.00% | 233.19K | 561.9 | 0.09% | Share |
| 96 | SDY | SPDR S&P Divide... | 140.08 | -0.26% | 1.71K | +100.00% | 232.56K | 135.68 | 0.09% | Share |
| 97 | FI | Fiserv, Inc. | 136.77 | -0.01% | 1.04K | +1.95% | 230.77K | 108.62 | 0.09% | Share |
| 98 | EAGG | iShares ESG U.S... | 47.55 | +0.33% | 4.83K | 0.00% | 229.14K | 46.84 | 0.09% | Share |
| 99 | IBM | International B... | 244.17 | +1.11% | 914 | 0.00% | 227.28K | 221.08 | 0.09% | Share |
| 100 | GOOG | Alphabet Inc. | 231.10 | +9.01% | 1.44K | +0.07% | 225.4K | 98.21 | 0.09% | Share |
| 101 | TJX | The TJX Compani... | 139.48 | +0.66% | 1.84K | +100.00% | 224.11K | 121.8 | 0.09% | Share |
| 102 | AMD | Advanced Micro ... | 162.13 | -0.12% | 2.18K | +27.88% | 223.87K | 137.67 | 0.09% | Share |
| 103 | EZM | WisdomTree U.S.... | 65.69 | -0.14% | 3.56K | -41.7% | 212.35K | 34.19 | 0.08% | Share |
| 104 | SUSA | iShares MSCI US... | 131.31 | +0.57% | 1.84K | 0.00% | 211.36K | 108.77 | 0.08% | Share |
| 105 | NXPI | NXP Semiconduct... | 228.20 | -1.92% | 1.1K | +100.00% | 209.26K | 190.06 | 0.08% | Share |
| 106 | STE | STERIS plc | 242.47 | +0.19% | 909 | +100.00% | 206.03K | 226.65 | 0.08% | Share |
| 107 | NUDM | Nuveen ESG Inte... | 36.15 | +0.08% | 6.44K | -61.55% | 205.11K | 27.69 | 0.08% | Share |
| 108 | MNST | Monster Beverag... | 63.51 | +1.34% | 3.5K | -27.08% | 204.82K | 46.35 | 0.08% | Share |
| 109 | CVX | Chevron Corpora... | 157.97 | -2.39% | 1.2K | -38.26% | 201.42K | 96.96 | 0.08% | Share |
| 110 | PGX | Invesco Preferr... | 11.49 | +0.35% | 14.2K | 0.00% | 159.32K | 12.35 | 0.06% | Share |
| 111 | PGF | Invesco Financi... | 14.52 | +0.53% | 10K | 0.00% | 142.8K | 15.66 | 0.06% | Share |