Insight Inv

Insight Inv as of March 31, 2025

Portfolio Holdings for Insight Inv

Insight Inv holds 133 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
Apple (AAPL) 4.8 $7.0M 69k 101.32
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.0 $4.4M 75k 58.54
Microsoft Corporation (MSFT) 2.8 $4.0M 50k 80.79
International Business Machines (IBM) 2.6 $3.8M 15k 248.66
Amazon (AMZN) 2.4 $3.6M 39k 91.69
Williams-Sonoma (WSM) 2.3 $3.4M 22k 158.10
JPMorgan Chase & Co. (JPM) 2.3 $3.4M 29k 115.52
American Express Company (AXP) 2.2 $3.2M 12k 269.05
Wal-Mart Stores (WMT) 2.1 $3.0M 34k 87.79
Chevron Corporation (CVX) 2.1 $3.0M 18k 167.29
Exxon Mobil Corporation (XOM) 2.0 $2.9M 25k 118.93
Alphabet Cap Stk Cl A (GOOGL) 1.9 $2.8M 38k 73.90
Allstate Corporation (ALL) 1.9 $2.7M 13k 207.07
Qualcomm (QCOM) 1.8 $2.7M 17k 153.61
Graham Hldgs Com Cl B (GHC) 1.8 $2.6M 2.7k 960.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.5M 21k 122.32
TJX Companies (TJX) 1.7 $2.5M 21k 121.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $2.5M 32k 78.94
Cisco Systems (CSCO) 1.7 $2.5M 61k 41.04
Raytheon Technologies Corp (RTX) 1.7 $2.5M 19k 132.46
Amgen (AMGN) 1.7 $2.4M 13k 190.96
Oracle Corporation (ORCL) 1.6 $2.4M 17k 139.81
W.R. Berkley Corporation (WRB) 1.6 $2.3M 32k 71.16
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 1.6 $2.3M 112k 20.09
Marvell Technology (MRVL) 1.5 $2.2M 37k 61.57
General Dynamics Corporation (GD) 1.5 $2.1M 7.9k 272.58
Morgan Stanley Com New (MS) 1.5 $2.1M 18k 116.67
Pepsi (PEP) 1.5 $2.1M 14k 149.94
Procter & Gamble Company (PG) 1.4 $2.1M 18k 113.13
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $2.0M 5.6k 361.12
Corning Incorporated (GLW) 1.3 $2.0M 43k 45.78
Bristol Myers Squibb (BMY) 1.3 $1.9M 32k 60.99
Citigroup Com New (C) 1.3 $1.9M 27k 70.99
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.9M 10k 188.16
Johnson & Johnson (JNJ) 1.3 $1.9M 28k 68.45
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.3 $1.8M 93k 19.87
Merck & Co (MRK) 1.3 $1.8M 35k 52.58
Emerson Electric (EMR) 1.3 $1.8M 17k 109.64
Walt Disney Company (DIS) 1.2 $1.8M 18k 98.70
PNC Financial Services (PNC) 1.2 $1.8M 10k 175.77
At&t (T) 1.2 $1.7M 60k 28.28
Applied Materials (AMAT) 1.1 $1.6M 11k 145.12
Johnson Ctls Intl SHS (JCI) 1.1 $1.6M 20k 80.11
Paccar (PCAR) 1.1 $1.6M 16k 97.37
Lincoln National Corporation (LNC) 1.0 $1.5M 41k 35.91
Medtronic SHS (MDT) 0.9 $1.4M 28k 50.10
BP Sponsored Adr (BP) 0.9 $1.4M 40k 33.79
EOG Resources (EOG) 0.9 $1.4M 11k 128.24
Verizon Communications (VZ) 0.9 $1.3M 47k 27.53
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.9 $1.3M 6.6k 194.72
Target Corporation (TGT) 0.9 $1.3M 12k 104.36
Lowe's Companies (LOW) 0.9 $1.3M 5.4k 233.23
Anthem (ELV) 0.8 $1.1M 2.6k 434.96
Cognizant Technology Solutio Cl A (CTSH) 0.7 $1.0M 13k 76.50
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $952k 19k 49.16
Labcorp Holdings Com Shs (LH) 0.6 $942k 4.0k 232.74
CVS Caremark Corporation (CVS) 0.6 $888k 13k 67.75
Southern Company (SO) 0.6 $830k 9.0k 91.95
Vanguard Index Fds Value Etf (VTV) 0.5 $764k 4.4k 172.74
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $719k 22k 33.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $687k 1.3k 513.91
Ishares Tr Core Msci Eafe (IEFA) 0.4 $651k 8.6k 75.65
Ishares U S Etf Tr Short Maturity M (MEAR) 0.4 $643k 13k 50.24
Costco Wholesale Corporation (COST) 0.4 $625k 15k 42.20
Home Depot (HD) 0.4 $597k 1.6k 366.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $597k 10k 58.35
Visa Com Cl A (V) 0.4 $572k 15k 38.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $532k 6.5k 81.76
Intel Corporation (INTC) 0.3 $480k 21k 22.71
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $461k 3.8k 119.73
Broadcom (AVGO) 0.3 $455k 2.7k 167.43
McDonald's Corporation (MCD) 0.3 $449k 16k 28.74
Alphabet Cap Stk Cl C (GOOG) 0.3 $431k 2.8k 156.23
Abbvie (ABBV) 0.2 $361k 1.7k 209.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $341k 17k 20.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $329k 3.4k 97.48
Thermo Fisher Scientific (TMO) 0.2 $318k 638.00 497.60
Fair Isaac Corporation (FICO) 0.2 $306k 166.00 1844.16
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $301k 2.9k 104.57
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $299k 26k 11.60
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $281k 3.4k 83.28
Royal Gold (RGLD) 0.2 $276k 1.7k 163.51
New York Life Investments Et Nyli Hedge Multi (QAI) 0.2 $258k 8.2k 31.31
NVIDIA Corporation (NVDA) 0.2 $257k 12k 21.20
Adobe Systems Incorporated (ADBE) 0.2 $252k 7.8k 32.44
Paramount Global Class B Com (PARA) 0.2 $250k 21k 11.96
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $248k 2.0k 125.97
Aon Shs Cl A (AON) 0.2 $238k 597.00 399.09
Palo Alto Networks (PANW) 0.2 $236k 19k 12.20
Pfizer (PFE) 0.2 $235k 19k 12.16
Ishares Tr Select Divid Etf (DVY) 0.2 $223k 1.7k 134.29
Texas Instruments Incorporated (TXN) 0.2 $222k 17k 13.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $213k 1.1k 186.29
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $210k 5.2k 40.41
Union Pacific Corporation (UNP) 0.1 $203k 8.5k 23.80
Zimmer Holdings (ZBH) 0.1 $203k 1.8k 113.18
UnitedHealth (UNH) 0.1 $183k 20k 9.03
Nextera Energy (NEE) 0.1 $132k 13k 10.09
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $120k 963.00 124.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $119k 1.3k 92.83
Valkyrie Etf Trust Ii Coinshares Valky (BTF) 0.1 $112k 11k 9.92
Ishares Tr Core S&p500 Etf (IVV) 0.1 $110k 196.00 561.90
Coca-Cola Company (KO) 0.1 $110k 13k 8.48
Asml Holding N V N Y Registry Shs (ASML) 0.1 $88k 10k 8.72
Bank of America Corporation (BAC) 0.1 $84k 12k 6.92
Vanguard Index Fds Growth Etf (VUG) 0.1 $83k 223.00 370.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $80k 527.00 150.98
Ishares Tr Rus 1000 Etf (IWB) 0.1 $75k 245.00 306.74
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $72k 376.00 190.58
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $70k 1.2k 59.84
Starbucks Corporation (SBUX) 0.0 $59k 11k 5.21
Ishares Tr Msci Usa Value (VLUE) 0.0 $52k 488.00 106.65
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $49k 191.00 258.62
United Parcel Service CL B (UPS) 0.0 $47k 20k 2.33
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $37k 143.00 255.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $35k 298.00 117.49
Ishares Tr Russell 2000 Etf (IWM) 0.0 $28k 138.00 199.49
Ambev Sa Sponsored Adr (ABEV) 0.0 $27k 12k 2.33
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $24k 287.00 82.54
Quanta Services (PWR) 0.0 $22k 19k 1.12
Lululemon Athletica (LULU) 0.0 $20k 12k 1.71
American Electric Power Company (AEP) 0.0 $19k 19k 1.00
Ishares Tr Msci Eafe Etf (EFA) 0.0 $19k 230.00 81.73
Netflix (NFLX) 0.0 $18k 13k 1.36
MetLife (MET) 0.0 $16k 16k 1.00
American Tower Reit (AMT) 0.0 $11k 11k 1.00
Cme (CME) 0.0 $10k 10k 1.00
Ishares Tr Tips Bd Etf (TIP) 0.0 $9.7k 87.00 111.09
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $8.7k 108.00 80.65
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $6.3k 68.00 92.79
First Tr Exchange Traded Nasdq Oil Gas (FTXN) 0.0 $6.1k 201.00 30.31
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $3.9k 90.00 43.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.2k 14.00 85.07