HoldingsChannel.com
All Stocks Held By Financial Insights Inc.
As of  06/30/2019
   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
JP MORGAN EXCHANGE TRADED FD (JPGB) 181,085 +1,765 $9,235
     JPGB181,085+1,765$9,235
SPDR SERIES TRUST (QUS) 105,638 +1,287 $9,055
     QUS105,638+1,287$9,055
JP MORGAN EXCHANGE TRADED FD (JQUA) 290,525 +290,525 $8,312
     JQUA290,525+290,525$8,312
ISHARES TR (EFAV) 109,566 +1,464 $7,836
     EFAV109,566+1,464$7,836
MICROSOFT CORP 50,397 +215 $6,843
     MSFT50,397+215$6,843
WISDOMTREE TR 150,204 +4,033 $5,229
     DON150,204+4,033$5,229
BERKSHIRE HATHAWAY INC DEL      $4,921
     BRK.B23,441-13,559$4,623
     BRK.A1UNCH$298
VANGUARD SCOTTSDALE FDS (VMBS) 88,225 +882 $4,682
     VMBS88,225+882$4,682
VANGUARD GROUP (VIG) 38,866 +1,143 $4,494
     VIG38,866+1,143$4,494
VANGUARD INDEX FDS (VNQ) 44,997 +1,042 $4,077
     VNQ44,997+1,042$4,077
ISHARES INC (EEMV) 64,443 +941 $3,608
     EEMV64,443+941$3,608
APPLE INC 11,466 +202 $2,299
     AAPL11,466+202$2,299
STARBUCKS CORP 17,987 -279 $1,707
     SBUX17,987-279$1,707
SELECT SECTOR SPDR TR (XLK) 20,860 +1,200 $1,616
     XLK20,860+1,200$1,616
ISHARES TR (IWF) 9,181 -156 $1,442
     IWF9,181-156$1,442
VANGUARD INDEX FDS (VB) 9,361 -254 $1,416
     VB9,361-254$1,416
ISHARES TR (IWD) 10,517 -207 $1,298
     IWD10,517-207$1,298
VANGUARD INDEX FDS (VTI) 8,467 +538 $1,245
     VTI8,467+538$1,245
ISHARES TR (DSI) 9,745 +4,503 $1,052
     DSI9,745+4,503$1,052
ISHARES TR (DGRO) 27,896 +1,337 $1,046
     DGRO27,896+1,337$1,046
ISHARES TR (QUAL) 11,183 +1,212 $1,002
     QUAL11,183+1,212$1,002
VANGUARD WHITEHALL FDS INC (VYM) 11,465 +775 $977
     VYM11,465+775$977
AMAZON COM INC 490 UNCH $875
     AMZN490UNCH$875
ISHARES TR (ESGD) 12,733 +6,468 $780
     ESGD12,733+6,468$780
BOEING CO 2,321 +16 $773
     BA2,321+16$773
ISHARES TR (HDV) 7,476 -139 $688
     HDV7,476-139$688
JOHNSON & JOHNSON 4,851 +249 $640
     JNJ4,851+249$640
SELECT SECTOR SPDR TR (XLI) 7,827 +600 $582
     XLI7,827+600$582
SELECT SECTOR SPDR TR (XLV) 6,327 UNCH $573
     XLV6,327UNCH$573
ETF MANAGERS TR (ETHO) 14,542 +5,448 $558
     ETHO14,542+5,448$558
VANGUARD WORLD FDS (VHT) 3,065 +394 $520
     VHT3,065+394$520
COSTCO WHSL CORP NEW 1,816 UNCH $493
     COST1,816UNCH$493
WISDOMTREE TR 12,141 -508 $459
     EZM12,141-508$459
INVESCO QQQ TR 2,209 +303 $407
     QQQ2,209+303$407
INVESCO EXCHNG TRADED FD TR (PGX) 25,435 +2,175 $378
     PGX25,435+2,175$378
ISHARES TR (IJH) 1,975 UNCH $370
     IJH1,975UNCH$370
ISHARES TR (ICF) 3,124 +3,124 $365
     ICF3,124+3,124$365
MCDONALDS CORP 1,635 +8 $355
     MCD1,635+8$355
ISHARES INC (ESGE) 10,841 +10,841 $341
     ESGE10,841+10,841$341
VANGUARD WHITEHALL FDS INC (VYMI) 5,850 +2,650 $335
     VYMI5,850+2,650$335
EXXON MOBIL CORP 4,685 +51 $326
     XOM4,685+51$326
ISHARES TR (IWB) 2,000 UNCH $320
     IWB2,000UNCH$320
SOUND FINL BANCORP INC 8,742 UNCH $300
     SFBC8,742UNCH$300
VANGUARD WORLD FDS (VDC) 1,957 UNCH $295
     VDC1,957UNCH$295
VANGUARD INDEX FDS (VOO) 1,097 +1,097 $290
     VOO1,097+1,097$290
BHP GROUP LTD 5,831 UNCH $289
     BHP5,831UNCH$289
SPDR SERIES TRUST (PSK) 6,486 +1,632 $283
     PSK6,486+1,632$283
ISHARES TR (PFF) 7,395 +925 $274
     PFF7,395+925$274
VISA INC 1,491 UNCH $263
     V1,491UNCH$263
VANGUARD WORLD FDS (VGT) 1,262 -5 $263
     VGT1,262-5$263
AT&T INC 7,554 UNCH $260
     T7,554UNCH$260
ISHARES TR (AAXJ) 4,068 -450 $258
     AAXJ4,068-450$258
INVESCO EXCHANGE TRADED FD T (PEY) 14,700 UNCH $257
     PEY14,700UNCH$257
VANGUARD BD INDEX FD INC (BND) 3,023 +69 $255
     BND3,023+69$255
ISHARES TR (ITA) 1,173 UNCH $250
     ITA1,173UNCH$250
ISHARES TR (EFA) 3,879 -100 $242
     EFA3,879-100$242
VANGUARD TAX MANAGED INTL FD (VEA) 6,100 +6,100 $241
     VEA6,100+6,100$241
PROCTER AND GAMBLE CO 2,069 +10 $240
     PG2,069+10$240
NETFLIX INC 770 UNCH $239
     NFLX770UNCH$239
VANGUARD INTL EQUITY INDEX F (VEU) 4,320 UNCH $208
     VEU4,320UNCH$208
CISCO SYS INC 3,886 +14 $200
     CSCO3,886+14$200
ALPS ETF TR (AMLP) 10,050 +10,050 $90
     AMLP10,050+10,050$90
SBA COMMUNICATIONS CORP NEW $0 (exited)
     SBAC0-1,750$0
ALPS ETF TR $0 (exited)
     SDOG0-120,705$0
UNITED TECHNOLOGIES CORP $0 (exited)
     UTX0-1,531$0
VANGUARD INTL EQUITY INDEX F 0 -4,917 $0 (exited)
     VWO0-4,917$0

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

EntityShares/Amount
Change
Position Value
Change
JQUA +290,525+$8,312
ICF +3,124+$365
ESGE +10,841+$341
VOO +1,097+$290
VEA +6,100+$241
AMLP +10,050+$90
EntityShares/Amount
Change
Position Value
Change
SDOG -120,705-$5,339
SBAC -1,750-$357
UTX -1,531-$218
VWO -4,917-$213
EntityShares/Amount
Change
Position Value
Change
ESGD +6,468+$372
ETHO +5,448+$206
DSI +4,503+$477
DON +4,033-$135
VYMI +2,650+$135
PGX +2,175+$40
JPGB +1,765+$368
PSK +1,632+$75
EFAV +1,464+$49
DGRO +1,337+$33
EntityShares/Amount
Change
Position Value
Change
BRK -13,559-$3,422
EZM -508-$60
AAXJ -450-$68
SBUX -279+$288
VB -254-$106
IWD -207-$72
IWF -156-$34
HDV -139-$38
EFA -100-$24
Size ($ in 1000's)
At 06/30/2019: $98,527
At 03/31/2019: $95,953

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

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