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  Name: New Insight Wealth Advisors
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $160,161,000
  Total Value Change : $11,691,000
  Securities Held Change : 6
   
All Securities Held : 84
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 31
  Unchanged Positions : 5
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     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
   (ROST)1 Year Chart         ROST Ross Stores Inc 25 - $145.93 $1,444,000 9,842 0.9% 82,000 0 0.003    Apparel Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 41 - $193.78 $672,000 3,354 0.42% 101,000 0 0    Domestic Money Center...
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 44 - $53.88 $476,000 5,290 0.3% 27,000 0 0.006    N/A
   (SHOP)1 Year Chart         SHOP Shopify Inc 65 - $67.66 $267,000 3,465 0.17% -3,000 0 0    N/A
   (RMBS)1 Year Chart         RMBS Rambus Inc 83 - $56.95 $200,000 3,236 0.12% -21,000 0 0.003    Semiconductor - Memor...

      5 Records Found
  1    
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