Portfolio (Quarterly)
Guide ↗
Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,264.0 | $676K | 0.23% | NEW | — | $206.97 | +23.0% |
| 62 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,191.0 | $670K | 0.22% | NEW | — | $305.60 | -11.7% |
| 63 | SFBC | SOUND FINL BANCORP INC | Financial Services | 14,897.0 | $650K | 0.22% | NEW | — | $43.63 | -0.6% |
| 64 | GOOG | ALPHABET INC | Communication Services | 2,059.0 | $646K | 0.22% | NEW | — | $313.79 | +6.7% |
| 65 | WMT | WALMART INC | Consumer Defensive | 5,585.0 | $622K | 0.21% | NEW | — | $111.41 | +3.8% |
| 66 | VYMI | VANGUARD WHITEHALL FDS | — | 6,908.0 | $622K | 0.21% | NEW | — | $90.00 | +8.7% |
| 67 | NFLX | NETFLIX INC | Communication Services | 6,370.0 | $597K | 0.20% | NEW | — | $93.76 | -21.3% |
| 68 | META | META PLATFORMS INC | Communication Services | 879.0 | $580K | 0.19% | NEW | — | $660.09 | -16.6% |
| 69 | SPHD | INVESCO EXCH TRADED FD TR II | — | 11,650.0 | $559K | 0.19% | NEW | — | $48.00 | +7.7% |
| 70 | IWP | ISHARES TR | — | 4,080.0 | $559K | 0.19% | NEW | — | $136.94 | +3.4% |
| 71 | IVW | ISHARES TR | — | 4,517.0 | $557K | 0.19% | NEW | — | $123.26 | +7.6% |
| 72 | IJR | ISHARES TR | — | 4,594.0 | $552K | 0.18% | NEW | — | $120.18 | +22.7% |
| 73 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,399.0 | $514K | 0.17% | NEW | — | $214.16 | +143.5% |
| 74 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 9,934.0 | $499K | 0.17% | NEW | — | $50.25 | +0.5% |
| 75 | VTV | VANGUARD INDEX FDS | — | 2,600.0 | $497K | 0.17% | NEW | — | $190.99 | +14.3% |
| 76 | DFUS | DIMENSIONAL ETF TRUST | — | 6,631.0 | $492K | 0.17% | NEW | — | $74.17 | +8.0% |
| 77 | GEV | GE VERNOVA INC | Utilities | 733.0 | $479K | 0.16% | NEW | — | $653.57 | +59.9% |
| 78 | CSCO | CISCO SYS INC | Technology | 6,128.0 | $472K | 0.16% | NEW | — | $77.04 | +47.7% |
| 79 | TSLA | TESLA INC | Consumer Cyclical | 1,023.0 | $460K | 0.15% | NEW | — | $449.72 | -15.6% |
| 80 | ABBV | ABBVIE INC | Healthcare | 1,976.0 | $451K | 0.15% | NEW | — | $228.49 | +10.1% |
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
53.9%
Financial Services
23.9%
Consumer Cyclical
7.4%
Consumer Defensive
4.8%
Healthcare
2.7%
Industrials
2.7%
Communication Services
2.3%
Energy
1.4%
Utilities
0.6%
Real Estate
0.4%