New Insight Wealth Advisors
Top Portfolio Positions
43 positions ·
$84,829,951 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,950 | $7,487,306 | 8.83% |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,855 | $6,572,183 | 7.75% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,020 | $5,955,435 | 7.02% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
16,529 | $5,585,975 | 6.58% |
| MSFT |
Microsoft Corp
Technology
|
13,814 | $5,113,528 | 6.03% |
| AAPL |
Apple Inc.
Technology
|
18,298 | $4,643,849 | 5.47% |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
139,517 | $4,304,099 | 5.07% |
| PFE |
Pfizer Inc
Healthcare
|
145,941 | $4,098,023 | 4.83% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,644 | $3,801,231 | 4.48% |
| FRT |
Federal Realty Investment Trust
Real Estate
|
34,080 | $3,619,636 | 4.27% |
Portfolio Trend
Holdings in GLBE
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,304,099 | 139,517 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,484,413 | 139,517 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,989,127 | 139,517 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,024,800 | 120,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,278,000 | 120,000 | Shares | Sole | 2025-04-30 | |
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