Portfolio (Quarterly)
Guide ↗
Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 15,491.0 | $7.4M | 2.40% | NEW | — | $479.20 | — |
| 2 | GOOGL | ALPHABET INC | Communication Services | 3,242.0 | $932K | 0.30% | NEW | — | $287.56 | +17.3% |
| 3 | BLDX | IMPAX FUNDS SERIES TRUST I | — | 29,782.0 | $764K | 0.25% | NEW | — | $25.65 | +1.5% |
| 4 | GLD | SPDR GOLD TR | Financial Services | 1,110.0 | $478K | 0.15% | NEW | — | $430.29 | -13.2% |
| 5 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,237.0 | $313K | 0.10% | NEW | — | $50.20 | -7.3% |
| 6 | SMH | VANECK ETF TRUST | — | 736.0 | $282K | 0.09% | NEW | — | $383.40 | +59.5% |
| 7 | AVUV | AMERICAN CENTY ETF TR | — | 2,237.0 | $247K | 0.08% | NEW | — | $110.47 | +13.1% |
| 8 | FANG | DIAMONDBACK ENERGY INC | Energy | 1,044.0 | $206K | 0.07% | NEW | — | $197.79 | -9.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
26.3%
Consumer Cyclical
7.8%
Consumer Defensive
5.7%
Communication Services
3.8%
Industrials
2.9%
Energy
2.7%
Healthcare
2.6%
Utilities
0.8%
Real Estate
0.4%