Glekko logo

New Insight Wealth Advisors - Q42025 Holdings

New Insight Wealth Advisors holds 111 stocks with a total portfolio value of $ 279.94M as of Q42025. In Q42025, New Insight Wealth Advisors added 8 new positions, increased stakes in 49 stocks, reduced 45 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 13.61% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options