HoldingsChannel.com
All Stocks Held By Financial Insights Inc.
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
J P MORGAN EXCHANGE TRADED F (JPGB) 181,265 -1,042 $8,548
     JPGB181,265-1,042$8,548
SPDR SER TR (QUS) 107,846 +894 $8,237
     QUS107,846+894$8,237
MICROSOFT CORP 50,314 +75 $7,935
     MSFT50,314+75$7,935
J P MORGAN EXCHANGE TRADED F (JQUA) 287,661 -78 $7,335
     JQUA287,661-78$7,335
ISHARES TR (EFAV) 109,536 +91 $6,797
     EFAV109,536+91$6,797
VANGUARD SCOTTSDALE FDS (VMBS) 91,301 +3,599 $4,976
     VMBS91,301+3,599$4,976
BERKSHIRE HATHAWAY INC DEL      $4,529
     BRK.B23,284+110$4,257
     BRK.A1UNCH$272
VANGUARD SPECIALIZED FUNDS (VIG) 38,938 -866 $4,026
     VIG38,938-866$4,026
WISDOMTREE TR 155,267 +1,147 $3,751
     DON155,267+1,147$3,751
VANGUARD INDEX FDS (VNQ) 46,467 +397 $3,246
     VNQ46,467+397$3,246
ISHARES INC (EEMV) 65,458 +77 $3,071
     EEMV65,458+77$3,071
APPLE INC 11,096 +132 $2,822
     AAPL11,096+132$2,822
SELECT SECTOR SPDR TR (XLK) 22,036 +201 $1,771
     XLK22,036+201$1,771
ISHARES TR (DSI) 15,379 +251 $1,498
     DSI15,379+251$1,498
STARBUCKS CORP 18,849 +891 $1,239
     SBUX18,849+891$1,239
ISHARES TR (ESGD) 21,255 +245 $1,130
     ESGD21,255+245$1,130
ISHARES TR (DGRO) 34,032 +4,313 $1,109
     DGRO34,032+4,313$1,109
ISHARES TR (IWF) 7,109 -1,230 $1,071
     IWF7,109-1,230$1,071
VANGUARD INDEX FDS (VTI) 8,122 -381 $1,047
     VTI8,122-381$1,047
VANGUARD INDEX FDS (VB) 8,954 +564 $1,034
     VB8,954+564$1,034
AMAZON COM INC 523 +29 $1,020
     AMZN523+29$1,020
ISHARES TR (IWD) 8,721 -113 $865
     IWD8,721-113$865
ISHARES TR (QUAL) 10,649 UNCH $863
     QUAL10,649UNCH$863
VANGUARD WHITEHALL FDS (VYM) 11,922 -193 $843
     VYM11,922-193$843
INVESCO QQQ TR 4,147 +910 $790
     QQQ4,147+910$790
ETF MANAGERS TR (ETHO) 19,726 +271 $650
     ETHO19,726+271$650
VANGUARD WORLD FDS (VHT) 3,751 -47 $623
     VHT3,751-47$623
JOHNSON & JOHNSON 4,530 -198 $594
     JNJ4,530-198$594
COSTCO WHSL CORP NEW 1,958 +114 $558
     COST1,958+114$558
SELECT SECTOR SPDR TR (XLV) 6,090 -195 $539
     XLV6,090-195$539
ISHARES INC (ESGE) 19,599 +591 $536
     ESGE19,599+591$536
VANGUARD WORLD FDS (VGT) 2,439 +568 $517
     VGT2,439+568$517
ISHARES TR (HDV) 6,961 -515 $498
     HDV6,961-515$498
SPDR S&P 500 ETF TR (SPY) 1,888 +1,888 $487
     SPY1,888+1,888$487
VANGUARD SCOTTSDALE FDS (VCSH) 6,022 +3,087 $476
     VCSH6,022+3,087$476
SELECT SECTOR SPDR TR (XLI) 7,827 UNCH $462
     XLI7,827UNCH$462
SPDR SER TR (PSK) 11,203 -66 $439
     PSK11,203-66$439
ISHARES TR (HEFA) 17,502 +7,990 $424
     HEFA17,502+7,990$424
INVESCO EXCHANGE TRADED FD T (PGX) 30,682 +4,695 $404
     PGX30,682+4,695$404
ISHARES TR (ICF) 4,130 -135 $378
     ICF4,130-135$378
ISHARES TR (IWP) 3,042 +496 $370
     IWP3,042+496$370
SPDR SER TR (LGLV) 4,032 +2,076 $365
     LGLV4,032+2,076$365
BOEING CO 2,393 +86 $357
     BA2,393+86$357
ISHARES TR (BYLD) 13,318 +1,622 $328
     BYLD13,318+1,622$328
VANGUARD WHITEHALL FDS (VYMI) 6,994 UNCH $317
     VYMI6,994UNCH$317
ISHARES TR (REZ) 5,712 +2,094 $315
     REZ5,712+2,094$315
VANGUARD WORLD FDS (VDC) 2,211 +50 $305
     VDC2,211+50$305
AT&T INC 10,180 UNCH $297
     T10,180UNCH$297
ISHARES TR (IJH) 2,034 +45 $293
     IJH2,034+45$293
NETFLIX INC 770 UNCH $289
     NFLX770UNCH$289
VANGUARD TAX MANAGED INTL FD (VEA) 8,625 +115 $288
     VEA8,625+115$288
ISHARES TR (AAXJ) 4,695 UNCH $280
     AAXJ4,695UNCH$280
VANECK VECTORS ETF TR (ANGL) 11,084 +4,032 $280
     ANGL11,084+4,032$280
MCDONALDS CORP 1,662 +10 $275
     MCD1,662+10$275
VANGUARD BD INDEX FDS (BND) 3,149 +69 $269
     BND3,149+69$269
VANGUARD INDEX FDS (VOO) 1,063 UNCH $252
     VOO1,063UNCH$252
ISHARES TR (USMV) 4,588 -47 $248
     USMV4,588-47$248
WISDOMTREE TR 9,351 -990 $247
     EZM9,351-990$247
VISA INC 1,491 -10 $240
     V1,491-10$240
ISHARES TR (MUB) 2,030 +2,030 $229
     MUB2,030+2,030$229
SPDR INDEX SHS FDS (EFAX) 4,078 +4,078 $228
     EFAX4,078+4,078$228
ISHARES TR (IWB) 1,614 UNCH $228
     IWB1,614UNCH$228
ISHARES TR (PFF) 7,154 -50 $228
     PFF7,154-50$228
PROCTER & GAMBLE CO 2,043 -59 $225
     PG2,043-59$225
ISHARES TR (EFA) 3,990 +111 $213
     EFA3,990+111$213
VANGUARD INDEX FDS (VBK) 1,369 +1,369 $206
     VBK1,369+1,369$206
ISHARES TR (SUB) 1,921 +1,921 $204
     SUB1,921+1,921$204
INTEL CORP 3,730 +195 $202
     INTC3,730+195$202
INVESCO EXCHANGE TRADED FD T (PEY) 14,700 +0 $190
     PEY14,700UNCH$190
APPLIED MATLS INC $0 (exited)
     AMAT0-3,866$0
BHP GROUP LTD $0 (exited)
     BHP0-5,389$0
CHEVRON CORP NEW $0 (exited)
     CVX0-2,154$0
ALPS ETF TR $0 (exited)
     GRI0-7,704$0
ISHARES TR $0 (exited)
     ITA0-1,173$0
ISHARES TR $0 (exited)
     IVW0-1,080$0
JPMORGAN CHASE & CO $0 (exited)
     JPM0-1,644$0
SOUND FINL BANCORP INC $0 (exited)
     SFBC0-8,742$0
SPDR SERIES TRUST $0 (exited)
     SPYG0-5,000$0
SPDR SERIES TRUST $0 (exited)
     SPYV0-6,984$0
UNITED TECHNOLOGIES CORP $0 (exited)
     UTX0-1,550$0
VANGUARD WORLD FDS $0 (exited)
     VCR0-1,118$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-4,320$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VWO0-4,917$0
EXXON MOBIL CORP 0 -4,795 $0 (exited)
     XOM0-4,795$0

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

EntityShares/Amount
Change
Position Value
Change
SPY +1,888+$487
MUB +2,030+$229
EFAX +4,078+$228
VBK +1,369+$206
SUB +1,921+$204
EntityShares/Amount
Change
Position Value
Change
GRI -7,704-$373
XOM -4,795-$335
SFBC -8,742-$315
BHP -5,389-$295
ITA -1,173-$260
CVX -2,154-$260
SPYV -6,984-$244
AMAT -3,866-$236
VEU -4,320-$232
UTX -1,550-$232
EntityShares/Amount
Change
Position Value
Change
HEFA +7,990+$134
PGX +4,695+$14
DGRO +4,313-$141
ANGL +4,032+$69
VMBS +3,599+$313
VCSH +3,087+$238
REZ +2,094+$42
LGLV +2,076+$142
BYLD +1,622+$28
DON +1,147-$2,112
EntityShares/Amount
Change
Position Value
Change
IWF -1,230-$396
JPGB -1,042-$573
EZM -990-$188
VIG -866-$936
HDV -515-$235
VTI -381-$344
JNJ -198-$96
XLV -195-$101
VYM -193-$292
Size ($ in 1000's)
At 03/31/2020: $94,906
At 12/31/2019: $114,035

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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