Financial Insights, Inc.

13F filer, CIK 1642058, TACOMA, WA

Financial Insights, Inc. reported $316,675,841 across 145 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-22. Its ten largest share positions make up 50.45% of the portfolio.

Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005052

Period: 2024-09-30
Reported value: $317M
Holdings: 145
Top 10 weight: 50.45%
New: 8
Sold out: 18

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VVnew	+12,884	$3.39M
VEUnew	+24,433	$1.54M
AVGOadded	+8,112	$1.4M
PFFadded	+25,500	$847K
VOTEadded	+6,993	$469K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-30,939	-$7.21M
MSFTreduced	-14,517	-$6.25M
SPYMreduced	-89,522	-$6.04M
NVDAreduced	-35,660	-$4.33M
SPSMreduced	-68,767	-$3.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005052, largest first. % of portfolio is the value over $316,675,841, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
MSFTMICROSOFT CORP	62,362	$26.8M	8.47%	-14,517		Timeline
SPYMSPDR SERIES TRUST	389,727	$26.3M	8.31%	-89,522		Timeline
SCHDSCHWAB STRATEGIC TR	281,725	$23.8M	7.52%	-501		Timeline
AAPLAPPLE INC	73,396	$17.1M	5.4%	-30,939		Timeline
VUGVANGUARD INDEX FDS	44,064	$16.9M	5.34%	-4,540		Timeline
DBEFDBX ETF TR	294,082	$12.4M	3.9%	-15,659		Timeline
CASHPATHWARD FINANCIAL INC	0	$9.65M	3.05%	new	Amount filed as zero, left out of ratios.	Timeline
QQQINVESCO QQQ TR	18,896	$9.22M	2.91%	-880		Timeline
SPSMSPDR SERIES TRUST	193,952	$8.83M	2.79%	-68,767		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	18,976	$8.73M	2.76%	-842		Timeline
DFACDIMENSIONAL ETF TRUST	236,351	$8.1M	2.56%	-42,590		Timeline
VEAVANGUARD TAX-MANAGED FDS	140,461	$7.42M	2.34%	-54,491		Timeline
SPEMSPDR INDEX SHS FDS	177,175	$7.31M	2.31%	-21,556		Timeline
VOTETCW ETF TRUST	107,173	$7.18M	2.27%	+6,993		Timeline
NVDANVIDIA CORPORATION	44,501	$5.4M	1.71%	-35,660		Timeline
VIGVANGUARD SPECIALIZED FUNDS	24,205	$4.79M	1.51%	+1,326		Timeline
VBVANGUARD INDEX FDS	19,743	$4.68M	1.48%	+1,582		Timeline
SPDWSPDR INDEX SHS FDS	106,822	$4.01M	1.27%	-19,611		Timeline
MUBISHARES TR	34,173	$3.71M	1.17%	-103		Timeline
XLKSELECT SECTOR SPDR TR	16,215	$3.66M	1.16%	+1,435		Timeline
VOVANGUARD INDEX FDS	13,585	$3.58M	1.13%	-3,065		Timeline
VVVANGUARD INDEX FDS	12,884	$3.39M	1.07%	new		Timeline
DONWISDOMTREE TR	65,240	$3.34M	1.05%	-715		Timeline
AMZNAMAZON COM INC	17,107	$3.19M	1.01%	-10,127		Timeline
DSIISHARES TR	24,061	$2.62M	0.83%	-751		Timeline
ETHOAMPLIFY ETF TR	42,936	$2.57M	0.81%	+1,981		Timeline
VTIVANGUARD INDEX FDS	9,066	$2.57M	0.81%	+197		Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,838	$2.52M	0.79%	-1,700		Timeline
DGROISHARES TR	37,952	$2.38M	0.75%	-3,061		Timeline
QUALISHARES TR	12,360	$2.22M	0.7%	-2,217		Timeline
GOOGLALPHABET INC	11,777	$1.95M	0.62%	-13,013		Timeline
SPYGSPDR SERIES TRUST	22,979	$1.91M	0.6%	-27,212		Timeline
VYMVANGUARD WHITEHALL FDS	14,072	$1.8M	0.57%	+2,577		Timeline
AVGOBROADCOM INC	10,235	$1.77M	0.56%	+8,112		Timeline
IWFISHARES TR	4,507	$1.69M	0.53%	-431		Timeline
VEUVANGUARD INTL EQUITY INDEX F	24,433	$1.54M	0.49%	new		Timeline
PFFISHARES TR	45,150	$1.5M	0.47%	+25,500		Timeline
VWOVANGUARD INTL EQUITY INDEX F	30,536	$1.46M	0.46%	-9,959		Timeline
TSLATESLA INC	5,427	$1.42M	0.45%	-6		Timeline
JPMJPMORGAN CHASE & CO	6,440	$1.36M	0.43%	-5,549		Timeline
CCJCAMECO CORP	27,882	$1.33M	0.42%	-27,307		Timeline
EFAISHARES TR	15,065	$1.26M	0.4%	-16,279		Timeline
LGLVSPDR SERIES TRUST	7,440	$1.26M	0.4%	+495		Timeline
SPMDSPDR SERIES TRUST	22,000	$1.2M	0.38%	-25,034		Timeline
SBUXSTARBUCKS CORP	12,142	$1.18M	0.37%	-607		Timeline
DFASDIMENSIONAL ETF TRUST	17,602	$1.14M	0.36%	-1,295		Timeline
IWRISHARES TR	12,499	$1.1M	0.35%	-14,869		Timeline
WMTWALMART INC	13,305	$1.07M	0.34%	-7,557		Timeline
RSPINVESCO EXCHANGE TRADED FD T	5,775	$1.03M	0.33%	-2,049		Timeline
VVISA INC	3,717	$1.02M	0.32%	-1,774		Timeline
VHTVANGUARD WORLD FD	3,550	$1M	0.32%	+188		Timeline
TTTRANE TECHNOLOGIES PLC	2,570	$999K	0.32%	-2,609		Timeline
BNDVANGUARD BD INDEX FDS	13,167	$989K	0.31%	-2,778		Timeline
VOOVANGUARD INDEX FDS	1,853	$978K	0.31%	-244		Timeline
XLISELECT SECTOR SPDR TR	7,126	$965K	0.3%	-25		Timeline
IWDISHARES TR	5,081	$964K	0.3%	0		Timeline
VTWOVANGUARD SCOTTSDALE FDS	10,758	$961K	0.3%	-13,432		Timeline
SFBCSOUND FINL BANCORP INC	17,697	$947K	0.3%	-200		Timeline
PSKSPDR SERIES TRUST	26,073	$930K	0.29%	+8,024		Timeline
ETNEATON CORP PLC	2,537	$841K	0.27%	-2,420		Timeline
IJHISHARES TR	13,363	$833K	0.26%	-335		Timeline
JNJJOHNSON & JOHNSON	4,927	$798K	0.25%	-2,219		Timeline
SPYVSPDR SERIES TRUST	14,493	$766K	0.24%	+4,114		Timeline
XLVSELECT SECTOR SPDR TR	4,932	$760K	0.24%	+700		Timeline
METAMETA PLATFORMS INC	1,324	$758K	0.24%	-949		Timeline
HDHOME DEPOT INC	1,866	$756K	0.24%	-1,230		Timeline
MSIMOTOROLA SOLUTIONS INC	1,592	$716K	0.23%	-1,527		Timeline
XOMEXXON MOBIL CORP	5,954	$698K	0.22%	-121		Timeline
SPYDSPDR SERIES TRUST	14,890	$680K	0.21%	+1,715		Timeline
VGTVANGUARD WORLD FD	1,142	$670K	0.21%	-262		Timeline
NXPINXP SEMICONDUCTORS N V	2,716	$652K	0.21%	-2,204		Timeline
ESGDISHARES TR	7,667	$645K	0.2%	-5,565		Timeline
ORCLORACLE CORP	3,675	$626K	0.2%	0		Timeline
AMDADVANCED MICRO DEVICES INC	3,721	$611K	0.19%	-3,777		Timeline
MRKMERCK & CO INC	5,340	$606K	0.19%	-3,502		Timeline
FISVFISERV INC	3,293	$592K	0.19%	-2,510		Timeline
UNHUNITEDHEALTH GROUP INC	997	$583K	0.18%	-673		Timeline
NFLXNETFLIX INC.	801	$568K	0.18%	-23		Timeline
MCDMCDONALDS CORP	1,843	$561K	0.18%	-71		Timeline
IWPISHARES TR	4,700	$551K	0.17%	+289		Timeline
SPHDINVESCO EXCH TRADED FD TR II	10,165	$514K	0.16%	+400		Timeline
CRMSALESFORCE INC	1,865	$510K	0.16%	-1,701		Timeline
CBCHUBB LIMITED	1,760	$508K	0.16%	-1,234		Timeline
MPCMARATHON PETE CORP	3,109	$506K	0.16%	-3,337		Timeline
CSCOCISCO SYS INC	9,248	$492K	0.16%	-6,306		Timeline
ICEINTERCONTINENTAL EXCHANGE IN	3,042	$489K	0.15%	-3,156		Timeline
AMATAPPLIED MATLS INC	2,416	$488K	0.15%	-60		Timeline
GOOGALPHABET INC	2,841	$475K	0.15%	-149		Timeline
PGPROCTER & GAMBLE CO	2,731	$473K	0.15%	-277		Timeline
IJRISHARES TR	4,018	$470K	0.15%	-1,029		Timeline
IQVIQVIA HLDGS INC	1,912	$453K	0.14%	-1,801		Timeline
VBKVANGUARD INDEX FDS	1,675	$448K	0.14%	+145		Timeline
EEMISHARES TR	9,610	$441K	0.14%	-39		Timeline
EZMWISDOMTREE TR	6,936	$432K	0.14%	0		Timeline
TJXTJX COS INC NEW	3,678	$432K	0.14%	-2,409		Timeline
SBACSBA COMMUNICATIONS CORP	1,750	$421K	0.13%	0		Timeline
VNQVANGUARD INDEX FDS	4,272	$416K	0.13%	new		Timeline
WFCWELLS FARGO & CO	7,350	$415K	0.13%	-403		Timeline
IVWISHARES TR	4,154	$398K	0.13%	-1,157		Timeline
STESTERIS PLC	1,572	$381K	0.12%	-1,108		Timeline
ALLALLSTATE CORP	1,891	$359K	0.11%	-1,879		Timeline
SGOLETFS GOLD TR	13,891	$349K	0.11%	-4,570		Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,455	$346K	0.11%	-1,117		Timeline
SPGIS&P GLOBAL INC	665	$344K	0.11%	-677		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	540	$334K	0.11%	-561		Timeline
KOCOCA COLA CO	4,629	$333K	0.11%	-9		Timeline
PEPPEPSICO INC	1,910	$325K	0.1%	0		Timeline
IEFAISHARES TR	4,071	$318K	0.1%	-24,433		Timeline
IWMISHARES TR	1,423	$314K	0.1%	-636		Timeline
ABBVABBVIE INC	1,568	$310K	0.1%	+10		Timeline
PEYINVESCO EXCHANGE TRADED FD T	14,100	$309K	0.1%	+500		Timeline
MDTMEDTRONIC PLC	3,359	$302K	0.1%	-2,405		Timeline
HDVISHARES TR	2,527	$297K	0.09%	0		Timeline
BACBANK OF AMER CORP	7,430	$295K	0.09%	-721		Timeline
JCIJOHNSON CONTROLS INTERNATION	3,714	$288K	0.09%	-3,672		Timeline
CVXCHEVRON CORPORATION	1,950	$287K	0.09%	-82		Timeline
RAFEPIMCO EQUITY SER	7,643	$284K	0.09%	0		Timeline
DFUSDIMENSIONAL ETF TRUST	4,536	$282K	0.09%	0		Timeline
VYMIVANGUARD WHITEHALL FDS	3,800	$279K	0.09%	0		Timeline
HESS CORPHESS CORP	2,043	$277K	0.09%	-2,074
NUDMNUSHARES ETF TR	8,200	$276K	0.09%	-1,200		Timeline
VZVERIZON COMMUNICATIONS INC	6,133	$275K	0.09%	-2,753		Timeline
FCXFREEPORT MCMORAN INC	5,353	$267K	0.08%	-2,290		Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	5,232	$264K	0.08%	0		Timeline
CMECME GROUP INC	1,172	$259K	0.08%	-1,005		Timeline
RJFRAYMOND JAMES FINL INC	2,061	$252K	0.08%	0		Timeline
VONGVANGUARD SCOTTSDALE FDS	2,600	$251K	0.08%	-4,164		Timeline
UNPUNION PAC CORP	1,017	$251K	0.08%	-843		Timeline
MNSTMONSTER BEVERAGE CORP NEW	4,800	$250K	0.08%	0		Timeline
NVONOVO-NORDISK A S	2,072	$247K	0.08%	-140		Timeline
EWEDWARDS LIFESCIENCES CORP	3,688	$243K	0.08%	-3,664		Timeline
VTVVANGUARD INDEX FDS	1,389	$242K	0.08%	0		Timeline
AMPAMERIPRISE FINL INC	509	$239K	0.08%	-457		Timeline
BABOEING CO	1,566	$238K	0.08%	-414		Timeline
EAGGISHARES TR	4,826	$234K	0.07%	+180		Timeline
LOWLOWES COS INC	833	$226K	0.07%	new		Timeline
CMCSACOMCAST CORP NEW	5,368	$224K	0.07%	-7,468		Timeline
LLYELI LILLY & CO	250	$221K	0.07%	-49		Timeline
SUSAISHARES TR	1,840	$221K	0.07%	0		Timeline
MBNESSGA ACTIVE TR	6,940	$209K	0.07%	0		Timeline
RSGREPUBLIC SVCS INC	1,030	$207K	0.07%	-151		Timeline
DHRDANAHER CORP DEL	736	$205K	0.06%	-589		Timeline
IBMINTERNATIONAL BUSINESS MACHS	914	$202K	0.06%	new		Timeline
PGXINVESCO EXCH TRADED FD TR II	14,200	$175K	0.06%	new		Timeline
PGFINVESCO EXCHANGE TRADED FD T	10,000	$157K	0.05%	new		Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IVVISHARES TR	1,292	$707K	shares
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$612K	shares
HALHALLIBURTON CO	12,854	$434K	shares
FANGDIAMONDBACK ENERGY INC	2,140	$428K	shares
DVNDEVON ENERGY CORP NEW	8,134	$386K	shares
ESGEISHARES INC	11,166	$374K	shares
APDAIR PRODUCTS AND CHEMICALS I	1,411	$364K	shares
ISRGINTUITIVE SURGICAL INC	807	$359K	shares
DRIDARDEN RESTAURANTS INC	2,210	$334K	shares
SCHFSCHWAB STRATEGIC TR	8,346	$321K	shares
MAMASTERCARD INCORPORATED	671	$296K	shares
EXPDEXPEDITORS INTL WASH INC	2,224	$278K	shares
PPLPPL CORP	9,393	$260K	shares
DXCMDEXCOM INC	2,138	$242K	shares
ROPROPER TECHNOLOGIES INC	415	$234K	shares
VONEVANGUARD SCOTTSDALE FDS	895	$220K	shares
DIALCOLUMBIA ETF TR I	12,439	$219K	shares
BBYBEST BUY INC	2,553	$215K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005052	base		2024-10-22	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC