0001172661-24-002086.txt : 20240508 0001172661-24-002086.hdr.sgml : 20240508 20240508160016 ACCESSION NUMBER: 0001172661-24-002086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New Insight Wealth Advisors CENTRAL INDEX KEY: 0002022328 ORGANIZATION NAME: IRS NUMBER: 874215565 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24111 FILM NUMBER: 24925692 BUSINESS ADDRESS: STREET 1: 111 DEERWOOD ROAD STREET 2: SUITE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 925-236-2525 MAIL ADDRESS: STREET 1: 111 DEERWOOD ROAD STREET 2: SUITE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002022328 XXXXXXXX 03-31-2024 03-31-2024 false New Insight Wealth Advisors

111 Deerwood Road Suite 250 San Ramon CA 94583

13F HOLDINGS REPORT 028-24111 000318083 801-123002 N Josephine Lee 925-236-2525 /s/ Josephine Lee San Ramon CA 05-08-2024 0 84 160163063 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 1017939 5590 SH SOLE 0 0 5590 ALPHABET INC CAP STK CL C 02079K107 334820 2199 SH SOLE 0 0 2199 ALPHABET INC CAP STK CL A 02079K305 2542265 16844 SH SOLE 0 0 16844 AMAZON COM INC COM 023135106 5110526 28332 SH SOLE 0 0 28332 APPLE INC COM 037833100 3225123 18808 SH SOLE 0 0 18808 BANK AMERICA CORP COM 060505104 231464 6104 SH SOLE 0 0 6104 BROADCOM INC COM 11135F101 1250341 943 SH SOLE 0 0 943 CISCO SYS INC COM 17275R102 201451 4036 SH SOLE 0 0 4036 CITIGROUP INC COM NEW 172967424 356547 5638 SH SOLE 0 0 5638 COLUMBIA ETF TR I MULTI SEC MUNI 19761L607 361054 17476 SH SOLE 0 0 17476 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2838301 159630 SH SOLE 0 0 159630 COSTCO WHSL CORP NEW COM 22160K105 203228 277 SH SOLE 0 0 277 CVS HEALTH CORP COM 126650100 290486 3642 SH SOLE 0 0 3642 DISNEY WALT CO COM 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