Financial Insights, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Financial Insights, Inc. reported 155 stock positions worth $359.9 million. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.5%) and Apple (AAPL, 6.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 37 and reduced 89. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +17%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001642058
- Portfolio Value
- $359.9M (Q2 2024)
- SEC Filing
- 0001085146-24-003022 ↗ filed Jul 16, 2024
Holdings Value
Holdings 155 stocks · $359.9M
| MSFT Microsoft Corp. | 9.55% | 76,879 | $34.4M | Add +0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.52% | 479,249 | $30.7M | Add +17.2% |
| AAPL Apple Inc. | 6.11% | 104,335 | $22.0M | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 6.10% | 282,226 | $21.9M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.05% | 48,604 | $18.2M | Reduce -2.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 3.57% | 309,741 | $12.8M | Add +8.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.03% | 262,719 | $10.9M | Add +4.5% |
| NVDA Nvidia Corp. | 2.75% | 80,161 | $9.9M | Add +3.5% |
| VEA Vanguard Ftse Developed ETF | 2.68% | 194,952 | $9.6M | Reduce -9.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.63% | 19,776 | $9.5M | Add +19.9% |
| DFAC Dimensional US Core Equity 2 | 2.50% | 278,941 | $9.0M | Reduce -11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 19,818 | $8.1M | Reduce -1.3% |
| SPEM State Street SP PTF Em ETF | 2.08% | 198,731 | $7.5M | Reduce -1.7% |
| VOTE TCW Transform 500 ETF | 1.77% | 100,180 | $6.4M | Add +15.4% |
| AMZN Amazon.com Inc. | 1.46% | 27,234 | $5.3M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 1.25% | 24,790 | $4.5M | Add +3.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.23% | 126,433 | $4.4M | Reduce -1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.16% | 22,879 | $4.2M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.12% | 16,650 | $4.0M | Reduce -7.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.12% | 50,191 | $4.0M | Add +56.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.10% | 18,161 | $4.0M | Add +14.3% |
| COST Costco Wholesale Corp. | 1.07% | 4,538 | $3.9M | Add +0.1% |
| MUB iShares National Muni Bond E | 1.01% | 34,276 | $3.7M | Reduce -9.6% |
| AVGO Broadcom Inc. | 0.95% | 2,123 | $3.4M | Add +4.8% |
| XLK SS Technology Select Sector | 0.93% | 14,780 | $3.3M | Reduce -3.3% |
| DON Wisdomtree US Midcap Dividen | 0.86% | 65,955 | $3.1M | Reduce -3.0% |
| CCJ Cameco Corp. | 0.75% | 55,189 | $2.7M | Add +5.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.72% | 24,812 | $2.6M | Reduce -2.2% |
| QUAL iShares MSCI USA Quality Fac | 0.69% | 14,577 | $2.5M | Reduce -4.1% |
| EFA iShares MSCI Eafe ETF | 0.68% | 31,344 | $2.5M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.67% | 11,989 | $2.4M | Add +3.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.67% | 47,034 | $2.4M | Add +11.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 8,869 | $2.4M | Reduce -6.1% |
| DGRO iShares Core Dividend Growth | 0.66% | 41,013 | $2.4M | Reduce -3.6% |
| ETHO Amplify Etho Climate Leaders | 0.64% | 40,955 | $2.3M | Add +4.9% |
| IWR iShares Russell Mid-Cap ETF | 0.62% | 27,368 | $2.2M | Add +13.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 28,504 | $2.1M | Add +2.0% |
| VTWO Vanguard Russell 2000 ETF | 0.55% | 24,190 | $2.0M | Add +29.0% |
| IWF iShares Russell 1000 Growth | 0.50% | 4,938 | $1.8M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 40,495 | $1.8M | Add +0.0% |
| TT Trane Technologies PLC | 0.47% | 5,179 | $1.7M | Reduce -16.7% |
| ETN Eaton Corp. PLC | 0.43% | 4,957 | $1.6M | Reduce -15.4% |
| V Visa Inc. Class A | 0.40% | 5,491 | $1.4M | Reduce -5.5% |
| WMT Walmart Inc. | 0.39% | 20,862 | $1.4M | Reduce -13.2% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 11,495 | $1.4M | Reduce -5.7% |
| NXPI NXP Semiconductors NV | 0.37% | 4,920 | $1.3M | Reduce -14.4% |
| RSP Invesco S&P 500 Equal Weight | 0.36% | 7,824 | $1.3M | Reduce -15.7% |
| AMD Advanced Micro Devices | 0.34% | 7,498 | $1.2M | Reduce -19.4% |
| MSI Motorola Solutions Inc. | 0.33% | 3,119 | $1.2M | Reduce -21.6% |
| BND Vanguard Total Bond Market | 0.32% | 15,945 | $1.1M | Reduce -24.7% |
| META Meta Platforms Inc. Class A | 0.32% | 2,273 | $1.1M | Reduce -18.1% |
| DFAS Dimensional US Small Cap ETF | 0.32% | 18,897 | $1.1M | Reduce -1.9% |
| MPC Marathon Petroleum Corp. | 0.31% | 6,446 | $1.1M | Reduce -16.6% |
| MRK Merck & Co. Inc. | 0.30% | 8,842 | $1.1M | Reduce -21.6% |
| TSLA Tesla Inc. | 0.30% | 5,433 | $1.1M | Add +38.4% |
| HD Home Depot Inc. | 0.30% | 3,096 | $1.1M | Reduce -8.8% |
| LGLV SPDR US LC Low Vol Idx | 0.29% | 6,945 | $1.1M | Reduce -4.3% |
| VOO Vanguard S&P 500 ETF | 0.29% | 2,097 | $1.0M | Reduce -4.3% |
| JNJ Johnson & Johnson | 0.29% | 7,146 | $1.0M | Reduce -14.7% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 13,232 | $1.0M | Reduce -2.6% |
| SBUX Starbucks Corp. | 0.28% | 12,749 | $993K | Reduce -2.3% |
| CRM Salesforce Inc. | 0.25% | 3,566 | $917K | Reduce -15.2% |
| VHT Vanguard Health Care ETF | 0.25% | 3,362 | $894K | Reduce -17.6% |
| IWD iShares Russell 1000 Value E | 0.25% | 5,081 | $886K | Reduce -2.1% |
| XLI SS Industrial Select Sector | 0.24% | 7,151 | $871K | No change |
| FISV Fiserv Inc. | 0.24% | 5,803 | $865K | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.24% | 1,670 | $850K | Reduce -23.1% |
| ICE Intercontinental Exchange Inc. | 0.24% | 6,198 | $848K | Reduce -22.8% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,404 | $810K | Reduce -29.7% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 13,698 | $802K | Reduce -2.9% |
| IQV Iqvia Holdings Inc. | 0.22% | 3,713 | $785K | Reduce -21.3% |
| SFBC Sound Financial Bancorp Inc. | 0.21% | 17,897 | $770K | No change |
| CB Chubb Ltd. | 0.21% | 2,994 | $764K | Reduce -19.1% |
| CSCO Cisco Systems Inc. | 0.21% | 15,554 | $739K | Reduce -22.8% |
| IVV iShares Core S&P 500 ETF | 0.20% | 1,292 | $707K | No change |
| XOM Exxon Mobil Corp. | 0.19% | 6,075 | $699K | Add +11.8% |
| EW Edwards Lifesciences Corp. | 0.19% | 7,352 | $679K | Reduce -21.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 6,087 | $670K | Reduce -6.5% |
| VONG Vanguard Russell 1000 Growth | 0.18% | 6,764 | $635K | No change |
| PFF iShares Preferred & Income S | 0.17% | 19,650 | $620K | Add +18.0% |
| XLV SS Health Care Select Sector | 0.17% | 4,232 | $617K | Reduce -6.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.17% | 18,049 | $612K | Add +18.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $612K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 1,101 | $609K | Reduce -5.6% |
| HES Hess Corp. | 0.17% | 4,117 | $607K | Reduce -14.7% |
| ALL Allstate Corp. | 0.17% | 3,770 | $602K | Reduce -17.4% |
| SPGI S&P Global Inc. | 0.17% | 1,342 | $599K | Reduce -18.4% |
| STE Steris PLC | 0.16% | 2,680 | $588K | Reduce -18.9% |
| AMAT Applied Materials Inc. | 0.16% | 2,476 | $584K | No change |
| LHX L3HARRIS Technologies Inc. | 0.16% | 2,572 | $578K | Reduce -22.3% |
| NFLX Netflix Inc. | 0.15% | 824 | $556K | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.15% | 2,990 | $548K | Add +5.7% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 5,047 | $538K | Add +3.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.15% | 13,175 | $530K | Reduce -11.7% |
| ORCL Oracle Corp. | 0.14% | 3,675 | $519K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 10,379 | $506K | Reduce -1.0% |
| CMCSA Comcast Corp. Class A | 0.14% | 12,836 | $503K | Reduce -24.9% |
| PG The Procter & Gamble Co. | 0.14% | 3,008 | $496K | Reduce -23.7% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 5,311 | $491K | No change |
| JCI Johnson Controls Internation | 0.14% | 7,386 | $491K | Reduce -14.2% |
Portfolio Sells Q1 2024 → Q2 2024
| VEA Vanguard Ftse Developed ETF | Reduce -9.9% | 2.68% | −0.44 |
| DFAC Dimensional US Core Equity 2 | Reduce -11.1% | 2.50% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 2.24% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.0% | 1.12% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -9.6% | 1.01% | −0.16 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.15 |
| AMD Advanced Micro Devices | Reduce -19.4% | 0.34% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -16.6% | 0.31% | −0.14 |
| IQV Iqvia Holdings Inc. | Reduce -21.3% | 0.22% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -21.6% | 0.30% | −0.12 |
| BND Vanguard Total Bond Market | Reduce -24.7% | 0.32% | −0.12 |
| CRM Salesforce Inc. | Reduce -15.2% | 0.25% | −0.11 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.0% | 0.86% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -15.4% | 0.43% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.7% | 0.36% | −0.09 |
| JNJ Johnson & Johnson | Reduce -14.7% | 0.29% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -22.8% | 0.21% | −0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.0% | 1.23% | −0.08 |
| ICE Intercontinental Exchange Inc. | Reduce -22.8% | 0.24% | −0.08 |
| UNP Union Pacific Corp. | Reduce -33.4% | 0.12% | −0.08 |
| HD Home Depot Inc. | Reduce -8.8% | 0.30% | −0.08 |
| HAL Halliburton Co. | Reduce -26.3% | 0.12% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -29.7% | 0.22% | −0.08 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -24.9% | 0.14% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -23.1% | 0.24% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -21.6% | 0.33% | −0.07 |
| MDT Medtronic PLC | Reduce -26.3% | 0.13% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -18.1% | 0.32% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -17.6% | 0.25% | −0.07 |
| EW Edwards Lifesciences Corp. | Reduce -21.3% | 0.19% | −0.07 |
| SBUX Starbucks Corp. | Reduce -2.3% | 0.28% | −0.07 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -5.5% | 0.40% | −0.07 |
| CB Chubb Ltd. | Reduce -19.1% | 0.21% | −0.06 |
| TT Trane Technologies PLC | Reduce -16.7% | 0.47% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.06 |
| ALL Allstate Corp. | Reduce -17.4% | 0.17% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 1.16% | −0.06 |
| CVX Chevron Corp. | Reduce -35.7% | 0.09% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -3.6% | 0.66% | −0.05 |
| STE Steris PLC | Reduce -18.9% | 0.16% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -27.6% | 0.10% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -23.7% | 0.14% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 0.66% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.7% | 0.38% | −0.05 |
| CME Cme Group Inc. | Reduce -17.1% | 0.12% | −0.04 |
| HES Hess Corp. | Reduce -14.7% | 0.17% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Reduce -22.3% | 0.16% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.2% | 8.52% | +1.29 |
| NVDA Nvidia Corp. | Add +3.5% | 2.75% | +0.74 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.9% | 2.63% | +0.53 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +56.9% | 1.12% | +0.44 |
| MSFT Microsoft Corp. | Add +0.7% | 9.55% | +0.32 |
| VOTE TCW Transform 500 ETF | Add +15.4% | 1.77% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 1.25% | +0.21 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +8.3% | 3.57% | +0.20 |
| AVGO Broadcom Inc. | Add +4.8% | 0.95% | +0.18 |
| COST Costco Wholesale Corp. | Add +0.1% | 1.07% | +0.12 |
| CCJ Cameco Corp. | Add +5.8% | 0.75% | +0.10 |
| TSLA Tesla Inc. | Add +38.4% | 0.30% | +0.10 |
| VTWO Vanguard Russell 2000 ETF | Add +29.0% | 0.55% | +0.09 |
| AMZN Amazon.com Inc. | Add +3.0% | 1.46% | +0.09 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.08% | +0.08 |
| DXCM Dexcom Inc. | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | Add +111.0% | 0.13% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.3% | 1.10% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +13.7% | 0.62% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +5.7% | 0.15% | +0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +11.6% | 0.67% | +0.02 |
| PFF iShares Preferred & Income S | Add +18.0% | 0.17% | +0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Add +18.6% | 0.17% | +0.02 |
| NFLX Netflix Inc. | Add +2.9% | 0.15% | +0.01 |
| XOM Exxon Mobil Corp. | Add +11.8% | 0.19% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +4.9% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.67% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 0.49% | +0.01 |
| FANG Diamondback Energy Inc. | Add +5.7% | 0.12% | +0.00 |
| ABBV Abbvie Inc. | Add +13.5% | 0.07% | +0.00 |
| KO The Coca-Cola Co. | Add +1.6% | 0.08% | +0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +0.1% | 0.08% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 0.15% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +4.7% | 0.68% | −0.01 |
| ETHO Amplify Etho Climate Leaders | Add +4.9% | 0.64% | −0.01 |
| MCD McDonald's Corp. | Add +3.2% | 0.14% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.0% | 0.58% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.5% | 3.03% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 6.10% | −0.37 |
Notes & Other Activity Q1 2024 → Q2 2024
| CASH Pathward Financial Inc. | COM | Sold out | 0 | $10.5Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $368.9M | SPYM, SCHD, DBEF, QQQ, AVLC |
| Q1 2026 | 130 | $308.6M | SPYM, SCHD, DBEF, MSFT, QQQ |
| Q4 2025 | 128 | $298.4M | SPYM, SCHD, MSFT, DBEF, QQQ |
| Q3 2025 | 143 | $302.0M | SPYM, MSFT, SCHD, DBEF, VUG |
| Q2 2025 | 127 | $273.8M | SPYM, SCHD, MSFT, DBEF, VUG |
| Q1 2025 | 111 | $251.2M | SCHD, SPYM, MSFT, AAPL, DBEF |
| Q4 2024 | 109 | $258.8M | SPYM, SCHD, MSFT, VUG, AAPL |
| Q3 2024 | 144 | $307.0M | MSFT, SPYM, SCHD, AAPL, VUG |
| Q2 2024 | 155 | $359.9M | MSFT, SPYM, AAPL, SCHD, VUG |
| Q1 2024 | 158 | $348.0M | MSFT, SPYM, SCHD, AAPL, VUG |