Financial Insights, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$360M
Signature - Title
Alexandria Criss - Managing Partner
Location
1551 Broadway, Suite 600, Tacoma, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 155 $360M +$23.2M -$15M +$8.14M MSFT, SPLG, AAPL, SCHD, VUG 13F-HR 7/16/2024, 01:31 PM
Q1 2024 158 $348M +$30.2M -$26M +$4.23M MSFT, SPLG, SCHD, AAPL, VUG 13F-HR 4/25/2024, 12:11 PM
Q4 2023 154 $320M +$25.5M -$10.2M +$15.3M MSFT, SCHD, AAPL, VUG, SPLG 13F-HR 1/24/2024, 06:05 PM
Q3 2023 146 $270M +$37.3M -$24.8M +$12.4M MSFT, SCHD, AAPL, VUG, VEA 13F-HR 12/6/2023, 06:34 PM
Q2 2023 152 $272M +$25.2M -$16.9M +$8.35M MSFT, SCHD, AAPL, VEA, VUG 13F-HR 1/24/2024, 06:10 PM
Q1 2023 160 $246M +$43.7M -$25.3M +$18.3M MSFT, SCHD, AAPL, VEA, VUG 13F-HR 4/17/2023, 09:31 PM
Q4 2022 145 $211M +$61.5M -$8.59M +$52.9M MSFT, AAPL, SCHD, VEA, MUB 13F-HR 2/9/2023, 08:39 PM
Q3 2022 123 $149M +$59.7M -$3.93M +$55.8M MSFT, AAPL, VEA, BRKB, SCHD 13F-HR 10/26/2022, 06:25 PM
Q2 2022 82 $98.5M +$16M -$9.15M +$6.87M MSFT, BRKB, VEA, AAPL, VNQ 13F-HR 8/2/2022, 08:50 PM
Q1 2022 84 $109M +$2.14M -$4.32M -$2.18M MSFT, BRKB, AAPL, VNQ, DON 13F-HR 5/10/2022, 08:10 PM
Q4 2021 86 $116M +$2.44M -$5.63M -$3.19M MSFT, AAPL, BRKB, JPIB, VNQ 13F-HR 2/8/2022, 05:35 PM
Q3 2021 79 $109M +$225K $0 +$225K MSFT, JPIB, BRKB, AAPL, DON 13F-HR 11/12/2021, 10:35 AM
Q2 2021 0 $0 $0 $0 13F-HR 8/11/2021, 09:35 PM
Q1 2021 80 $135M +$4.85M -$3.55M +$1.3M MSFT, QUS, JQUA, JPIB, EFAV 13F-HR 5/12/2021, 09:55 AM
Q4 2020 79 $129M +$6.48M -$3.89M +$2.59M MSFT, QUS, JQUA, JPIB, VMBS 13F-HR 2/5/2021, 05:30 PM
Q3 2020 74 $117M +$378K -$4.37M -$4M MSFT, QUS, JQUA, JPIB, VMBS 13F-HR 11/16/2020, 03:27 PM
Q2 2020 11 $12.2M $0 $0 EFAV, QUAL, VB, VHT, SBAC 13F-HR 8/20/2020, 04:31 PM
Q1 2020 70 $94.9M +$3.53M -$4.4M -$869K JPIB, QUS, MSFT, JQUA, EFAV 13F-HR 4/28/2020, 01:40 PM
Q4 2019 80 $114M +$5.23M -$1.33M +$3.9M QUS, JPIB, JQUA, EFAV, MSFT 13F-HR 2/7/2020, 05:26 PM
Q3 2019 69 $104M +$3.82M -$628K +$3.2M QUS, JPIB, JQUA, EFAV, MSFT 13F-HR 10/31/2019, 03:36 PM
Q2 2019 63 $98.5M +$12.5M -$8.98M +$3.49M JPIB, QUS, JQUA, EFAV, MSFT 13F-HR 8/20/2019, 01:26 PM
Q1 2019 61 $96M +$2.37M -$2.41M -$42.1K QUS, JPIB, BRKB, EFAV, MSFT 13F-HR 5/23/2019, 05:01 PM
Q4 2018 58 $89.3M $0 $0 JPIB, QUS, BRKB, EFAV, MSFT 13F-HR 3/7/2019, 06:00 PM