Insight 2811

Latest statistics and disclosures from Insight 2811's latest quarterly 13F-HR filing:

Companies in the Insight 2811 portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman 1-3 Year Treas.Bond (SHY) 34.09 578658 +7% 84.64
iShares Barclays 20+ Yr Treas.Bond (TLT) 12.91 138213 +5% 134.21
iShares Russell 1000 Value Index (IWD) 5.39 59935 129.22
iShares Russell 1000 Growth Index (IWF) 4.62 41095 +2% 161.43
iShares Russell Midcap Growth Idx. (IWP) 3.86 38187 +3% 145.29
SPDR S&P; 500 ETF (SPY) 3.52 16970 NEW 297.87
iShares Russell Midcap Value Index (IWS) 1.45 23111 +2% 90.30
Fortune Brands 1.26 31926 56.85
Spdr Ser Tr shrt trsry etf 1.18 56781 +8% 29.96
Pfizer (PFE) 1.12 36129 44.40
Ishares Core Msci Eafe Etf core msci eafe 1.02 23498 -4% 62.43
J P Morgan Exchange Traded F ultra shrt 0.97 27591 +19% 50.41
Coca Cola European Partners shs 0.95 23494 -8% 57.89
Johnson & Johnson (JNJ) 0.88 8854 -5% 142.20
Wp Carey 0.88 15242 -7% 82.67
iShares Russell 2000 Growth Index (IWO) 0.76 5364 +3% 202.83
Oracle Corporation (ORCL) 0.75 18290 -7% 58.88
Berkshire Hathaway (BRK.B) 0.71 4712 +7% 215.20
Applied Materials (AMAT) 0.71 22770 -7% 44.66
Cisco Systems (CSCO) 0.68 17232 -5% 56.46
Apple (AAPL) 0.67 4695 204.47
Boeing Company (BA) 0.66 2657 354.54
QUALCOMM (QCOM) 0.65 12165 -3% 76.61
iShares Russell 2000 Value Index (IWN) 0.65 7760 +4% 120.88
AT&T; (T) 0.62 26321 -6% 33.97
Wal-Mart Stores (WMT) 0.60 7730 -3% 112.29
Target Corporation (TGT) 0.54 8824 87.94
Comcast Corporation (CMCSA) 0.52 17400 -8% 43.33
Verizon Communications (VZ) 0.52 12766 -5% 58.12
Tapestry 0.52 24679 30.39
TD Ameritrade Holding (AMTD) 0.51 14600 NEW 50.27
Morgan Stanley (MS) 0.50 16329 +2% 43.97
Juniper Networks (JNPR) 0.50 26400 -13% 27.08
eBay (EBAY) 0.49 17600 -11% 39.89
iShares S&P; 500 Index (IVV) 0.48 2291 +2% 300.31
Utilities SPDR (XLU) 0.47 11125 +7% 60.67
Alerian Mlp Etf(amlp) 0.46 66308 +3% 9.98
Credit Suisse Group AG (CS) 0.45 53646 -4% 12.10
SPDR Barclays Capital Long Term Tr (TLO) 0.44 16550 +8% 38.55
Fluor Corporation (FLR) 0.42 18925 -4% 32.23
Ubs Group Ag 0.41 48628 -5% 11.99
Franklin Resources (BEN) 0.39 15900 -9% 35.22
Vanguard Sht Term Govt Bond ETF (VGSH) 0.39 9148 60.78
Molson Coors Brewing Company (TAP) 0.38 9600 -6% 56.88
Activision Blizzard (ATVI) 0.38 11089 48.70
Via (VIA.B) 0.37 17125 -8% 31.18
Merck & Co (MRK) 0.37 6100 +117% 86.89
Microsoft Corporation (MSFT) 0.35 3626 +3% 137.34
Facebook Inc cl a 0.35 2547 +2% 197.09
Exxon Mobil Corporation (XOM) 0.34 6450 76.43
* Barrick Gold Corp 0.33 29828 +2% 15.89
Wells Fargo & Company (WFC) 0.33 9844 +6% 47.64
NVIDIA Corporation (NVDA) 0.31 2698 +12% 162.71
CVS Caremark Corporation (CVS) 0.30 7888 +4% 55.15
Anheuser-Busch InBev NV (BUD) 0.30 4612 93.89
Skyworks Solutions (SWKS) 0.29 5100 80.78
JPMorgan Chase & Co. (JPM) 0.28 3607 +31% 112.84
C.H. Robinson Worldwide (CHRW) 0.28 4700 NEW 85.11
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.28 10714 36.96
Liberty Media Corp Delaware Com C Siriusxm 0.28 10400 -9% 38.94
Invesco Exchange Traded Fd T gbl listed pvt 0.28 33263 12.15
Intel Corporation (INTC) 0.27 8046 -11% 48.47
Third Point Reinsurance 0.27 36620 -5% 10.57
Pure Storage Inc - Class A 0.27 24900 NEW 15.58
Royal Dutch Shell (RDS.A) 0.26 5705 -3% 64.68
Arch Capital Group Ltd 0.25 9316 -6% 37.89
Mueller Water Products (MWA) 0.24 35437 -2% 9.71
Barclays (BCS) 0.23 42156 -3% 7.76
Baidu (BIDU) 0.23 2805 -4% 118.72
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.21 3325 89.92
Allergan 0.21 1772 -13% 169.86
Kimberly-Clark Corporation (KMB) 0.20 2100 138.57
Procter & Gamble Company (PG) 0.19 2451 -65% 114.24
Vanguard Short Term Corporate Bond ETF (VCSH) 0.19 3465 -13% 80.52
Viavi Solutions Inc equities 0.19 19700 NEW 14.21
Goldman Sachs (GS) 0.18 1262 -3% 206.02
Nucor Corporation (NUE) 0.18 4653 -10% 55.23
Emerson Electric (EMR) 0.17 3600 -10% 66.11
SPDR S&P; Metals and Mining (XME) 0.17 8927 +4% 27.89
Schlumberger (SLB) 0.16 5802 -2% 39.47
Associated Banc- (ASBC) 0.15 10000 21.20
Vanguard Lg Term Govt Bd ETF (VGLT) 0.15 2673 82.30
iShares MSCI Brazil Small Cap Index ETF (EWZS) 0.15 12536 -2% 16.91
Aberdeen Asia-Pacific Income Fund (FAX) 0.10 34620 4.19
Dhx Media Ltd 0.02 18834 NEW 1.43
Denison Mines Corp 0.01 30328 NEW 0.53
Nexgen Energy 0.01 12507 NEW 1.60
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Past 13F-HR SEC Filings by Insight 2811

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