HoldingsChannel.com
Financial Insights Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (QUS) 107,808 +2,170 $9,569
     QUS107,808+2,170$9,569
JP MORGAN EXCHANGE TRADED FD (JPGB) 183,194 +2,109 $9,366
     JPGB183,194+2,109$9,366
JP MORGAN EXCHANGE TRADED FD (JQUA) 291,167 +642 $8,557
     JQUA291,167+642$8,557
ISHARES TR (EFAV) 110,308 +742 $8,083
     EFAV110,308+742$8,083
MICROSOFT CORP 50,246 -151 $6,986
     MSFT50,246-151$6,986
WISDOMTREE TR 155,917 +5,713 $5,661
     DON155,917+5,713$5,661
BERKSHIRE HATHAWAY INC DEL      $5,207
     BRK.B23,532+91$4,895
     BRK.A1UNCH$312
VANGUARD GROUP (VIG) 39,800 +934 $4,759
     VIG39,800+934$4,759
VANGUARD SCOTTSDALE FDS (VMBS) 88,874 +649 $4,733
     VMBS88,874+649$4,733
VANGUARD INDEX FDS (VNQ) 46,358 +1,361 $4,323
     VNQ46,358+1,361$4,323
ISHARES INC (EEMV) 66,033 +1,590 $3,770
     EEMV66,033+1,590$3,770
APPLE INC 10,955 -511 $2,448
     AAPL10,955-511$2,448
SELECT SECTOR SPDR TR (XLK) 21,835 +975 $1,758
     XLK21,835+975$1,758
STARBUCKS CORP 17,549 -438 $1,552
     SBUX17,549-438$1,552
ISHARES TR (IWF) 9,341 +160 $1,491
     IWF9,341+160$1,491
VANGUARD INDEX FDS (VB) 8,895 -466 $1,369
     VB8,895-466$1,369
ISHARES TR (IWD) 10,484 -33 $1,345
     IWD10,484-33$1,345
VANGUARD INDEX FDS (VTI) 8,453 -14 $1,276
     VTI8,453-14$1,276
ISHARES TR (DGRO) 29,229 +1,333 $1,144
     DGRO29,229+1,333$1,144
ISHARES TR (DSI) 10,195 +450 $1,131
     DSI10,195+450$1,131
VANGUARD WHITEHALL FDS INC (VYM) 11,865 +400 $1,053
     VYM11,865+400$1,053
ISHARES TR (QUAL) 11,183 UNCH $1,033
     QUAL11,183UNCH$1,033
ISHARES TR (ESGD) 15,781 +3,048 $1,012
     ESGD15,781+3,048$1,012
BOEING CO 2,313 -8 $880
     BA2,313-8$880
AMAZON COM INC 483 -7 $838
     AMZN483-7$838
ISHARES TR (HDV) 7,476 UNCH $704
     HDV7,476UNCH$704
JOHNSON & JOHNSON 4,734 -117 $613
     JNJ4,734-117$613
SELECT SECTOR SPDR TR (XLI) 7,827 UNCH $608
     XLI7,827UNCH$608
ETF MANAGERS TR (ETHO) 14,937 +395 $591
     ETHO14,937+395$591
VANGUARD WORLD FDS (VHT) 3,437 +372 $576
     VHT3,437+372$576
SELECT SECTOR SPDR TR (XLV) 6,327 UNCH $570
     XLV6,327UNCH$570
COSTCO WHSL CORP NEW 1,816 UNCH $523
     COST1,816UNCH$523
INVESCO QQQ TR 2,469 +260 $466
     QQQ2,469+260$466
VANGUARD WHITEHALL FDS INC (VYMI) 6,894 +1,044 $409
     VYMI6,894+1,044$409
WISDOMTREE TR 10,341 -1,800 $408
     EZM10,341-1,800$408
ISHARES TR (ICF) 3,367 +243 $404
     ICF3,367+243$404
ISHARES INC (ESGE) 12,242 +1,401 $398
     ESGE12,242+1,401$398
AT&T INC 10,180 +2,626 $385
     T10,180+2,626$385
ISHARES TR (IJH) 1,975 UNCH $382
     IJH1,975UNCH$382
INVESCO EXCHNG TRADED FD TR (PGX) 25,435 UNCH $382
     PGX25,435UNCH$382
ISHARES TR (AAXJ) 5,735 +1,667 $380
     AAXJ5,735+1,667$380
ALPS ETF TR (GRI) 7,767 +7,767 $377
     GRI7,767+7,767$377
MCDONALDS CORP 1,643 +8 $353
     MCD1,643+8$353
SPDR SERIES TRUST (PSK) 7,708 +1,222 $340
     PSK7,708+1,222$340
EXXON MOBIL CORP 4,739 +54 $335
     XOM4,739+54$335
SOUND FINL BANCORP INC 8,742 UNCH $316
     SFBC8,742UNCH$316
VANGUARD TAX MANAGED INTL FD (VEA) 7,700 +1,600 $316
     VEA7,700+1,600$316
VANGUARD WORLD FDS (VDC) 1,944 -13 $304
     VDC1,944-13$304
ISHARES TR (USMV) 4,588 +4,588 $294
     USMV4,588+4,588$294
VANGUARD INDEX FDS (VOO) 1,063 -34 $290
     VOO1,063-34$290

See Full List: All Stocks Held By Financial Insights Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Financial Insights Inc.

Size ($ in 1000's)
At 09/30/2019: $104,395
At 06/30/2019: $98,527

Financial Insights Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Insights Inc. 13F filings. Link to 13F filings: SEC filings

Financial Insights Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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