• 13F History

Financial Insights, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Mar 5, 2025
Value $
$259M
Signature - Title
Alexandria Criss - Managing Partner
Location
Tacoma, WA
Summary
This page shows a list of all the recent 13F filings made by Financial Insights, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Insights, Inc. reported 109 stock holdings with total value $259M as of Q4 2024. Top holdings included SPLG, SCHD, MSFT, VUG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 109 $259M +$21.5M -$57.4M -$35.8M SPLG, SCHD, MSFT, VUG, AAPL 13F-HR 3/5/2025, 12:44 PM
Q3 2024 144 $307M +$11.2M -$79.1M -$67.9M MSFT, SPLG, SCHD, AAPL, VUG 13F-HR 10/22/2024, 10:44 AM
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 145 $270M +$37.3M -$24.8M +$12.5M 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 -$20.5M +$23.2M MSFT, SCHD, AAPL, VEA, VUG 13F-HR 4/17/2023, 09:31 PM
Q4 2022 145 $211M +$61.5M -$4.65M +$56.8M MSFT, AAPL, SCHD, VEA, MUB 13F-HR 2/9/2023, 07:39 PM
Q3 2022 123 $149M +$59.7M -$2.82M +$56.9M MSFT, AAPL, VEA, BRKB, SCHD 13F-HR 10/26/2022, 06:25 PM
Q2 2022 82 $98.5M +$16M -$4.86M +$11.2M MSFT, BRKB, VEA, AAPL, VNQ 13F-HR 8/2/2022, 08:50 PM
Q1 2022 84 $108M +$2.1M -$3.25M -$1.16M MSFT, BRKB, AAPL, VNQ, DON 13F-HR 5/10/2022, 08:10 PM
Q4 2021 86 $115M +$2.44M -$5.61M -$3.16M MSFT, AAPL, BRKB, JPIB, VNQ 13F-HR 2/8/2022, 04:35 PM
Q3 2021 79 $109M +$225K $0 +$225K MSFT, JPIB, BRKB, AAPL, DON 13F-HR 11/12/2021, 10:35 AM
Q2 2021 1 $4.02K $0 $0 SFBC 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 -$3.38M +$3.1M MSFT, QUS, JQUA, JPIB, VMBS 13F-HR 2/5/2021, 04:30 PM
Q3 2020 74 $117M MSFT, QUS, JQUA, JPIB, VMBS 13F-HR 11/16/2020, 02:27 PM
Q2 2020 6 $3.22M QUAL, VHT, SBAC, ICF, MCD 13F-HR 8/20/2020, 04:31 PM
Q1 2020 70 $94.6M +$3.49M -$541K +$2.95M JPIB, QUS, MSFT, JQUA, EFAV 13F-HR 4/28/2020, 01:40 PM
Q4 2019 80 $114M +$5.17M -$1.23M +$3.93M QUS, JPIB, JQUA, EFAV, MSFT 13F-HR 2/7/2020, 04:26 PM
Q3 2019 68 $104M +$3.59M -$428K +$3.16M QUS, JPIB, JQUA, EFAV, MSFT 13F-HR 10/31/2019, 03:36 PM
Q2 2019 63 $98.5M +$12.5M -$2.86M +$9.62M JPIB, QUS, JQUA, EFAV, MSFT 13F-HR 8/20/2019, 01:26 PM
Q1 2019 61 $96M +$2.37M -$1.75M +$621K QUS, JPIB, BRKB, EFAV, MSFT 13F-HR 5/23/2019, 05:01 PM
Q4 2018 57 $89.3M JPIB, QUS, BRKB, EFAV, MSFT 13F-HR 3/7/2019, 05:00 PM