Insight 2811

Insight 2811 as of March 31, 2025

Portfolio Holdings for Insight 2811

Insight 2811 holds 86 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 21.8 $44M 744k 58.69
Ishares Tr 20 Yr Tr Bd Etf (TLT) 11.1 $22M 244k 91.03
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.6 $17M 207k 82.73
Ishares Tr Core Us Aggbd Et (AGG) 8.2 $16M 166k 98.92
Ishares Tr Core S&p500 Etf (IVV) 6.9 $14M 25k 561.92
Ishares Tr Rus 1000 Val Etf (IWD) 5.6 $11M 60k 188.16
Ishares Tr Core Msci Eafe (IEFA) 3.1 $6.2M 82k 75.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $5.9M 11k 559.39
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.8 $5.6M 97k 57.61
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.6 $5.3M 57k 91.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $4.7M 94k 50.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.9M 5.5k 532.58
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.6M 7.3k 361.09
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $2.0M 11k 184.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $2.0M 17k 117.49
Apple (AAPL) 1.0 $1.9M 8.6k 222.13
Fortune Brands (FBIN) 0.7 $1.4M 24k 60.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.3M 26k 50.83
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.3M 10k 125.97
Microsoft Corporation (MSFT) 0.6 $1.3M 3.4k 375.39
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.5 $951k 16k 59.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $946k 6.3k 150.98
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $924k 3.6k 255.53
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.4 $890k 35k 25.16
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $879k 9.1k 96.51
Cisco Systems (CSCO) 0.4 $877k 14k 61.71
Johnson & Johnson (JNJ) 0.4 $855k 5.2k 165.84
Alphabet Cap Stk Cl C (GOOG) 0.4 $812k 5.2k 156.23
Arch Cap Group Ord (ACGL) 0.4 $802k 8.3k 96.18
International Business Machines (IBM) 0.4 $797k 3.2k 248.66
JPMorgan Chase & Co. (JPM) 0.4 $779k 3.2k 245.30
Oracle Corporation (ORCL) 0.4 $762k 5.4k 139.82
Mondelez Intl Cl A (MDLZ) 0.4 $752k 11k 67.85
Barrick Gold Corp (GOLD) 0.4 $712k 37k 19.44
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $710k 7.1k 99.49
Ishares Tr Russell 2000 Etf (IWM) 0.3 $691k 3.5k 199.49
Merck & Co (MRK) 0.3 $655k 7.3k 89.76
Procter & Gamble Company (PG) 0.3 $653k 3.8k 170.42
Eagle Materials (EXP) 0.3 $588k 2.7k 221.93
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $574k 13k 43.40
Verizon Communications (VZ) 0.3 $572k 13k 45.36
Boeing Company (BA) 0.3 $546k 3.2k 170.58
Morgan Stanley Com New (MS) 0.3 $538k 4.6k 116.67
Intel Corporation (INTC) 0.3 $532k 23k 22.71
Meta Platforms Cl A (META) 0.3 $532k 923.00 576.36
McKesson Corporation (MCK) 0.3 $518k 769.00 672.99
Agnico (AEM) 0.3 $509k 4.7k 108.41
Arthur J. Gallagher & Co. (AJG) 0.2 $483k 1.4k 345.24
Alphabet Cap Stk Cl A (GOOGL) 0.2 $474k 3.1k 154.64
Abbvie (ABBV) 0.2 $450k 2.1k 209.57
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.2 $430k 14k 30.79
Qualcomm (QCOM) 0.2 $416k 2.7k 153.61
Lockheed Martin Corporation (LMT) 0.2 $409k 916.00 446.71
Allstate Corporation (ALL) 0.2 $402k 1.9k 207.07
Listed Fd Tr Trueshares Strct (JULZ) 0.2 $397k 9.9k 40.11
Goldman Sachs (GS) 0.2 $379k 693.00 546.29
Target Corporation (TGT) 0.2 $373k 3.6k 104.36
Listed Fd Tr Opal Divd Incm E 0.2 $371k 11k 33.98
McDonald's Corporation (MCD) 0.2 $370k 1.2k 312.37
Applied Materials (AMAT) 0.2 $367k 2.5k 145.12
Shell Spon Ads (SHEL) 0.2 $363k 5.0k 73.28
Pepsi (PEP) 0.2 $352k 2.3k 149.94
Spdr Ser Tr S&p Metals Mng (XME) 0.2 $348k 6.2k 55.99
Masterbrand Common Stock (MBC) 0.2 $339k 26k 13.06
NVIDIA Corporation (NVDA) 0.2 $326k 3.0k 108.38
Danaher Corporation (DHR) 0.2 $312k 1.5k 205.08
Exxon Mobil Corporation (XOM) 0.2 $311k 2.6k 118.96
Pfizer (PFE) 0.1 $294k 12k 25.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $291k 567.00 513.91
Newmont Mining Corporation (NEM) 0.1 $283k 5.9k 48.28
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $266k 4.7k 57.14
Coca-Cola Company (KO) 0.1 $265k 3.7k 71.62
DTE Energy Company (DTE) 0.1 $263k 1.9k 138.27
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $257k 1.9k 131.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $250k 4.0k 62.10
Ishares Gold Tr Ishares New (IAU) 0.1 $244k 4.1k 58.96
Mueller Wtr Prods Com Ser A (MWA) 0.1 $239k 9.4k 25.42
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $239k 714.00 334.48
Comcast Corp Cl A (CMCSA) 0.1 $238k 6.4k 36.90
Listed Fd Tr Trueshares Nov (NOVZ) 0.1 $232k 6.0k 38.84
Associated Banc- (ASB) 0.1 $225k 10k 22.53
Northrop Grumman Corporation (NOC) 0.1 $222k 434.00 512.01
AutoZone (AZO) 0.1 $221k 58.00 3812.78
Fidelity National Information Services (FIS) 0.1 $213k 2.9k 74.68
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $211k 2.3k 92.04
BP Sponsored Adr (BP) 0.1 $207k 6.1k 33.79