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| Name: |
New Insight Wealth Advisors |
| City: |
San Ramon |
| State: |
CA |
| Zip: |
94583 |
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data |
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| Holdings
Found :
7 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
60 |
New |
$504.28 |
$299,000 |
623 |
0.19% |
299,000 |
623 |
0 |
Closed - End Fund - E... |
|
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ELR |
streetTRACKS Series Trust -... |
68 |
New |
$64.51 |
$262,000 |
4,256 |
0.16% |
262,000 |
4,256 |
0 |
Closed - End Fund - E... |
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IDHQ |
Invesco S&P International D... |
69 |
New |
$30.96 |
$261,000 |
8,505 |
0.16% |
261,000 |
8,505 |
0.009 |
Closed - End Fund - Debt |
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VBK |
Vanguard Small Cap Gr VIPERS |
74 |
New |
$248.91 |
$239,000 |
915 |
0.15% |
239,000 |
915 |
0.002 |
Closed - End Fund - E... |
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NOW |
Servicenow, Inc. |
76 |
New |
$730.17 |
$226,000 |
296 |
0.14% |
226,000 |
296 |
0 |
Information Technolog... |
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VOT |
Van Kampen Municipal Opport... |
78 |
New |
$231.70 |
$217,000 |
920 |
0.14% |
217,000 |
920 |
0.002 |
Closed - End Fund - Debt |
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COST |
Costco Wholesale Corp |
81 |
New |
$870.75 |
$203,000 |
277 |
0.13% |
203,000 |
277 |
0 |
Discount, Variety Stores |
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