Insight Inv

Insight Inv as of Dec. 31, 2022

Portfolio Holdings for Insight Inv

Insight Inv holds 97 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $4.2M 32k 129.93
Chevron Corporation (CVX) 2.8 $2.8M 16k 179.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $2.7M 36k 75.19
Merck & Co (MRK) 2.4 $2.4M 21k 111.68
Microsoft Corporation (MSFT) 2.3 $2.3M 9.7k 239.82
Pepsi (PEP) 2.3 $2.3M 13k 181.81
Exxon Mobil Corporation (XOM) 2.2 $2.2M 20k 110.30
Amgen (AMGN) 2.2 $2.2M 8.4k 262.64
General Dynamics Corporation (GD) 2.1 $2.1M 8.5k 248.11
Johnson & Johnson (JNJ) 2.1 $2.1M 12k 176.65
International Business Machines (IBM) 2.0 $2.0M 14k 140.89
Raytheon Technologies Corp (RTX) 2.0 $2.0M 19k 100.92
Bristol Myers Squibb (BMY) 2.0 $2.0M 27k 71.95
CVS Caremark Corporation (CVS) 2.0 $1.9M 21k 93.19
Cisco Systems (CSCO) 1.9 $1.9M 39k 47.64
Allstate Corporation (ALL) 1.9 $1.8M 14k 136.45
JPMorgan Chase & Co. (JPM) 1.8 $1.8M 14k 134.10
Pfizer (PFE) 1.8 $1.8M 35k 51.24
American Express Company (AXP) 1.8 $1.8M 12k 147.75
Wal-Mart Stores (WMT) 1.8 $1.8M 12k 142.35
Graham Hldgs Com Cl B (GHC) 1.8 $1.8M 2.9k 604.21
Qualcomm (QCOM) 1.6 $1.6M 15k 109.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $1.6M 5.3k 308.90
Oracle Corporation (ORCL) 1.6 $1.6M 20k 81.74
TJX Companies (TJX) 1.6 $1.6M 20k 79.60
Morgan Stanley Com New (MS) 1.6 $1.6M 18k 85.02
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.6 $1.5M 78k 19.74
Corning Incorporated (GLW) 1.5 $1.5M 48k 31.94
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.5M 17k 88.23
BP Sponsored Adr (BP) 1.5 $1.5M 42k 34.93
PNC Financial Services (PNC) 1.5 $1.5M 9.3k 157.94
Marvell Technology (MRVL) 1.5 $1.5M 40k 37.04
Anthem (ELV) 1.4 $1.4M 2.8k 512.97
Procter & Gamble Company (PG) 1.4 $1.4M 9.1k 151.56
Target Corporation (TGT) 1.4 $1.3M 9.0k 149.04
Applied Materials (AMAT) 1.4 $1.3M 14k 97.38
W.R. Berkley Corporation (WRB) 1.3 $1.3M 18k 72.57
Ishares U S Etf Tr Blackrock Short (MEAR) 1.3 $1.3M 26k 49.72
Madison Square Grdn Sprt Cor Cl A (MSGS) 1.3 $1.3M 7.0k 183.33
Walt Disney Company (DIS) 1.3 $1.3M 15k 86.88
Paccar (PCAR) 1.3 $1.2M 13k 98.97
Medtronic SHS (MDT) 1.2 $1.2M 16k 77.72
Johnson Ctls Intl SHS (JCI) 1.2 $1.2M 19k 64.00
Emerson Electric (EMR) 1.1 $1.1M 12k 96.06
Williams-Sonoma (WSM) 1.1 $1.1M 9.7k 114.92
Lowe's Companies (LOW) 1.1 $1.1M 5.3k 199.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.0M 2.7k 382.43
Laboratory Corp Amer Hldgs Com New (LH) 1.0 $1.0M 4.3k 235.48
Cognizant Technology Solutio Cl A (CTSH) 1.0 $1.0M 18k 57.19
Intel Corporation (INTC) 1.0 $961k 36k 26.43
Citigroup Com New (C) 1.0 $951k 21k 45.23
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.9 $905k 45k 19.95
Amazon (AMZN) 0.8 $796k 9.5k 84.00
Zimmer Holdings (ZBH) 0.8 $782k 6.1k 127.50
Intuitive Surgical Com New (ISRG) 0.8 $775k 2.9k 265.35
At&t (T) 0.8 $772k 42k 18.41
Paramount Global Class B Com (PARA) 0.7 $718k 42k 17.12
3M Company (MMM) 0.7 $717k 6.0k 119.92
Verizon Communications (VZ) 0.7 $671k 17k 39.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $670k 8.6k 77.51
Southern Company (SO) 0.6 $637k 8.9k 71.41
Lincoln National Corporation (LNC) 0.5 $543k 18k 30.72
Abbvie (ABBV) 0.5 $509k 3.2k 161.61
Madison Square Grdn Entertnm Cl A (SPHR) 0.5 $479k 11k 44.97
McDonald's Corporation (MCD) 0.4 $394k 1.5k 263.53
Home Depot (HD) 0.4 $383k 1.2k 315.86
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.4 $350k 2.7k 131.99
Vanguard Index Fds Value Etf (VTV) 0.3 $331k 2.4k 140.37
Newmont Mining Corporation (NEM) 0.3 $330k 7.0k 47.20
Barrick Gold Corp (GOLD) 0.3 $326k 19k 17.18
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $299k 6.3k 47.41
Costco Wholesale Corporation (COST) 0.2 $245k 537.00 456.50
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $217k 680.00 319.41
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $212k 26k 8.24
First Majestic Silver Corp (AG) 0.2 $209k 25k 8.34
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $195k 3.3k 59.44
Texas Instruments Incorporated (TXN) 0.2 $186k 1.1k 165.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $181k 515.00 351.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $167k 1.9k 88.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $133k 838.00 158.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $88k 411.00 214.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $75k 1.3k 58.50
Valkyrie Etf Trust Ii Bitcoin Strategy (BTF) 0.1 $75k 11k 6.61
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $55k 376.00 145.07
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $53k 772.00 68.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $53k 498.00 105.34
Vanguard Index Fds Growth Etf (VUG) 0.0 $48k 223.00 213.11
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $46k 426.00 108.07
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $40k 438.00 91.31
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $39k 191.00 203.81
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $36k 130.00 280.00
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $24k 150.00 157.52
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $19k 287.00 66.58
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $8.7k 92.00 94.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $7.6k 108.00 70.37
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $3.7k 68.00 55.12
Wells Fargo & Company (WFC) 0.0 $2.1k 50.00 41.30