Long-term investor
New Insight Wealth Advisors @newinsightwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022328).
Record
- Tracked since 2025-06-30 (478 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days -1.8% · 6 months +9.8% · 1 year +11.1% · all +11.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 12.3% · long · since 2025-06-30
- 316188309 · 5.6% · long · since 2025-06-30
- 922908629 · 5.1% · long · since 2025-06-30
- 92204A702 · 4.3% · long · since 2025-06-30
- 464287291 · 3.8% · long · since 2025-06-30
- 808524797 · 2.9% · long · since 2025-06-30
- 921932828 · 2.8% · long · since 2025-06-30
- 46137V357 · 2.8% · long · since 2025-06-30
- 316092840 · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- TSM · 2.5% · long · since 2025-06-30