New Insight Wealth Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$200M
Signature - Title
Josephine Lee - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by New Insight Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Insight Wealth Advisors reported 90 stock holdings with total value $200M as of Q4 2024. Top holdings included IVV, SCHD, VIOO, FBND, and VO.
Holdings Value