Portfolio (Quarterly)
Guide ↗
Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 857.0 | $283K | 0.10% | NEW | — | $330.11 | +29.6% |
| 102 | ORCL | ORACLE CORP | Technology | 1,445.0 | $282K | 0.09% | NEW | — | $194.91 | -23.7% |
| 103 | RTX | RTX CORPORATION | Industrials | 1,527.0 | $280K | 0.09% | NEW | — | $183.40 | +2.5% |
| 104 | EMNT | PIMCO ETF TR | — | 2,816.0 | $278K | 0.09% | NEW | — | $98.57 | +0.4% |
| 105 | BND | VANGUARD BD INDEX FDS | — | 3,708.0 | $275K | 0.09% | NEW | — | $74.07 | -0.5% |
| 106 | TQQQ | PROSHARES TR | — | 5,138.0 | $271K | 0.09% | NEW | — | $52.72 | +36.2% |
| 107 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,677.0 | $258K | 0.09% | NEW | — | $153.61 | +1.1% |
| 108 | SUSA | ISHARES TR | — | 1,840.0 | $256K | 0.09% | NEW | — | $139.35 | +8.5% |
| 109 | — | IQVIA HLDGS INC | — | 1,107.0 | $250K | 0.08% | NEW | — | $225.41 | — |
| 110 | GE | GE AEROSPACE | Industrials | 780.0 | $240K | 0.08% | NEW | — | $308.03 | +19.8% |
| 111 | SDY | SPDR SERIES TRUST | — | 1,714.0 | $239K | 0.08% | NEW | — | $139.16 | +10.0% |
| 112 | EZM | WISDOMTREE TR | — | 3,563.0 | $238K | 0.08% | NEW | — | $66.80 | +12.5% |
| 113 | WM | WASTE MGMT INC DEL | Industrials | 1,080.0 | $237K | 0.08% | NEW | — | $219.71 | +2.6% |
| 114 | PEY | INVESCO EXCHANGE TRADED FD T | — | 11,600.0 | $236K | 0.08% | NEW | — | $20.39 | +15.3% |
| 115 | NUSC | NUSHARES ETF TR | — | 5,260.0 | $235K | 0.08% | NEW | — | $44.65 | +15.5% |
| 116 | AMLP | ALPS ETF TR | — | 4,990.0 | $235K | 0.08% | NEW | — | $47.02 | +9.4% |
| 117 | CRM | SALESFORCE INC | Technology | 872.0 | $231K | 0.08% | NEW | — | $264.91 | -40.2% |
| 118 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 3,000.0 | $230K | 0.08% | NEW | — | $76.67 | +25.7% |
| 119 | ETHO | AMPLIFY ETF TR | — | 3,486.0 | $228K | 0.08% | NEW | — | $65.30 | +20.4% |
| 120 | DFUV | DIMENSIONAL ETF TRUST | — | 4,852.0 | $226K | 0.08% | NEW | — | $46.59 | +18.2% |
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%