Insight Inv

Insight Inv as of Dec. 31, 2024

Portfolio Holdings for Insight Inv

Insight Inv holds 124 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 5.4 $7.8M 31k 250.42
Microsoft Corporation (MSFT) 3.1 $4.4M 11k 421.50
Amazon (AMZN) 2.8 $4.1M 19k 219.39
Williams-Sonoma (WSM) 2.8 $4.0M 22k 185.18
Marvell Technology (MRVL) 2.8 $4.0M 36k 110.45
American Express Company (AXP) 2.5 $3.6M 12k 296.79
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.5 $3.5M 60k 59.14
Alphabet Cap Stk Cl A (GOOGL) 2.3 $3.3M 18k 189.30
International Business Machines (IBM) 2.3 $3.3M 15k 219.83
JPMorgan Chase & Co. (JPM) 2.3 $3.3M 14k 239.71
Wal-Mart Stores (WMT) 2.2 $3.1M 34k 90.54
Oracle Corporation (ORCL) 2.0 $2.9M 17k 166.64
Chevron Corporation (CVX) 1.8 $2.6M 18k 144.84
Qualcomm (QCOM) 1.8 $2.6M 17k 153.62
Exxon Mobil Corporation (XOM) 1.8 $2.6M 24k 107.57
TJX Companies (TJX) 1.8 $2.6M 21k 120.81
Allstate Corporation (ALL) 1.8 $2.6M 13k 193.65
Graham Hldgs Com Cl B (GHC) 1.7 $2.4M 2.7k 871.92
Cisco Systems (CSCO) 1.6 $2.4M 40k 59.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.4M 30k 78.01
Morgan Stanley Com New (MS) 1.6 $2.3M 18k 125.72
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $2.3M 5.6k 401.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.3M 5.0k 453.28
Raytheon Technologies Corp (RTX) 1.5 $2.1M 18k 115.72
Walt Disney Company (DIS) 1.5 $2.1M 19k 111.35
Emerson Electric (EMR) 1.4 $2.0M 17k 123.93
Corning Incorporated (GLW) 1.4 $2.0M 42k 47.52
General Dynamics Corporation (GD) 1.4 $2.0M 7.6k 263.49
PNC Financial Services (PNC) 1.4 $2.0M 10k 192.85
Procter & Gamble Company (PG) 1.4 $2.0M 12k 167.65
Pepsi (PEP) 1.4 $2.0M 13k 153.32
Merck & Co (MRK) 1.4 $2.0M 20k 99.48
Amgen (AMGN) 1.4 $2.0M 7.5k 260.64
Citigroup Com New (C) 1.3 $1.9M 27k 70.39
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.3 $1.9M 94k 19.84
W.R. Berkley Corporation (WRB) 1.3 $1.9M 32k 58.52
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.8M 9.8k 185.13
Applied Materials (AMAT) 1.2 $1.8M 11k 162.63
Bristol Myers Squibb (BMY) 1.2 $1.7M 31k 56.56
Paccar (PCAR) 1.2 $1.7M 16k 104.02
Johnson & Johnson (JNJ) 1.2 $1.7M 11k 144.62
Target Corporation (TGT) 1.1 $1.6M 12k 135.18
Johnson Ctls Intl SHS (JCI) 1.0 $1.5M 19k 78.93
Madison Square Grdn Sprt Cor Cl A (MSGS) 1.0 $1.5M 6.6k 225.68
At&t (T) 0.9 $1.4M 60k 22.77
Lowe's Companies (LOW) 0.9 $1.3M 5.3k 246.80
Lincoln National Corporation (LNC) 0.9 $1.3M 41k 31.71
BP Sponsored Adr (BP) 0.9 $1.2M 42k 29.56
EOG Resources (EOG) 0.8 $1.2M 9.8k 122.58
Medtronic SHS (MDT) 0.8 $1.2M 15k 79.88
Verizon Communications (VZ) 0.8 $1.1M 27k 39.99
Cognizant Technology Solutio Cl A (CTSH) 0.7 $1.0M 13k 76.90
Anthem (ELV) 0.7 $943k 2.6k 368.90
Labcorp Holdings Com Shs (LH) 0.6 $885k 3.9k 229.32
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $770k 22k 35.85
Vanguard Index Fds Value Etf (VTV) 0.5 $749k 4.4k 169.30
Southern Company (SO) 0.5 $743k 9.0k 82.32
Costco Wholesale Corporation (COST) 0.5 $654k 714.00 916.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $643k 1.2k 538.81
Ishares U S Etf Tr Short Maturity M (MEAR) 0.4 $639k 13k 49.95
Home Depot (HD) 0.4 $615k 1.6k 388.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $603k 9.7k 62.31
CVS Caremark Corporation (CVS) 0.4 $591k 13k 44.89
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.4 $568k 28k 20.09
Ishares Tr Core Msci Eafe (IEFA) 0.4 $558k 7.9k 70.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $531k 6.6k 80.27
Alphabet Cap Stk Cl C (GOOG) 0.4 $525k 2.8k 190.44
Visa Com Cl A (V) 0.4 $504k 1.6k 316.04
Broadcom (AVGO) 0.3 $492k 2.1k 231.84
New York Life Investments Et Nyli Hedge Multi (QAI) 0.3 $483k 15k 32.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $481k 3.8k 124.96
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $427k 8.8k 48.67
Intel Corporation (INTC) 0.3 $409k 20k 20.05
McDonald's Corporation (MCD) 0.3 $403k 1.4k 289.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $366k 3.4k 108.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $347k 17k 21.07
Thermo Fisher Scientific (TMO) 0.2 $332k 638.00 520.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $331k 2.9k 115.22
NVIDIA Corporation (NVDA) 0.2 $315k 2.3k 134.29
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $306k 3.4k 90.93
Abbvie (ABBV) 0.2 $302k 1.7k 177.70
Fair Isaac Corporation (FICO) 0.2 $275k 138.00 1990.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $255k 2.0k 129.34
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $249k 26k 9.65
Pfizer (PFE) 0.2 $248k 9.3k 26.53
Adobe Systems Incorporated (ADBE) 0.2 $235k 529.00 444.68
Royal Gold (RGLD) 0.2 $232k 1.8k 131.85
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $231k 4.8k 47.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $227k 1.1k 198.18
Lockheed Martin Corporation (LMT) 0.2 $226k 465.00 485.94
Ishares Tr Select Divid Etf (DVY) 0.2 $218k 1.7k 131.29
Texas Instruments Incorporated (TXN) 0.2 $216k 1.2k 187.51
Paramount Global Class B Com (PARA) 0.1 $215k 20k 10.50
Aon Shs Cl A (AON) 0.1 $214k 597.00 359.16
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $210k 5.2k 40.34
Palo Alto Networks (PANW) 0.1 $205k 1.1k 181.96
Valkyrie Etf Trust Ii Coinshares Valky (BTF) 0.1 $166k 11k 14.65
UnitedHealth (UNH) 0.1 $153k 303.00 505.86
United Rentals (URI) 0.1 $146k 207.00 704.44
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $130k 963.00 135.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $130k 1.3k 101.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $92k 223.00 410.44
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $87k 527.00 164.17
Ishares Tr Rus 1000 Etf (IWB) 0.1 $79k 245.00 322.16
Ishares Tr Core S&p500 Etf (IVV) 0.1 $72k 123.00 588.68
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $72k 376.00 190.88
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $70k 1.2k 59.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $54k 189.00 287.82
Ishares Tr Msci Usa Value (VLUE) 0.0 $52k 488.00 105.61
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $50k 191.00 264.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $38k 298.00 126.75
Ishares Tr Russell 2000 Etf (IWM) 0.0 $31k 138.00 220.96
Ambev Sa Sponsored Adr (ABEV) 0.0 $25k 14k 1.85
Mastercard Incorporated Cl A (MA) 0.0 $24k 46.00 526.57
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $23k 287.00 81.25
Ishares Tr Msci Eafe Etf (EFA) 0.0 $17k 230.00 75.61
Veeva Sys Cl A Com (VEEV) 0.0 $16k 74.00 210.26
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $9.6k 108.00 89.33
Ishares Tr Tips Bd Etf (TIP) 0.0 $9.3k 87.00 106.55
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $7.0k 68.00 103.29
First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.0 $5.8k 201.00 28.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $3.8k 90.00 41.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.2k 14.00 88.43
V.F. Corporation (VFC) 0.0 $730.000400 34.00 21.47