Insight Inv

Insight Inv as of June 30, 2025

Portfolio Holdings for Insight Inv

Insight Inv holds 116 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $6.2M 30k 205.17
Microsoft Corporation (MSFT) 3.5 $5.1M 10k 497.41
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.2 $4.8M 76k 62.74
International Business Machines (IBM) 2.9 $4.4M 15k 294.78
Amazon (AMZN) 2.6 $3.9M 18k 219.39
JPMorgan Chase & Co. (JPM) 2.6 $3.9M 13k 289.91
American Express Company (AXP) 2.5 $3.8M 12k 318.98
Oracle Corporation (ORCL) 2.4 $3.6M 16k 218.63
Williams-Sonoma (WSM) 2.3 $3.4M 21k 163.37
Wal-Mart Stores (WMT) 2.2 $3.2M 33k 97.78
Alphabet Cap Stk Cl A (GOOGL) 2.1 $3.1M 18k 176.23
Marvell Technology (MRVL) 1.9 $2.8M 37k 77.40
Cisco Systems (CSCO) 1.8 $2.7M 40k 69.38
Qualcomm (QCOM) 1.8 $2.7M 17k 159.26
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 1.8 $2.6M 130k 20.10
Allstate Corporation (ALL) 1.7 $2.6M 13k 201.31
Raytheon Technologies Corp (RTX) 1.7 $2.6M 18k 146.02
Exxon Mobil Corporation (XOM) 1.7 $2.5M 23k 107.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $2.5M 32k 79.50
Morgan Stanley Com New (MS) 1.7 $2.5M 18k 140.86
Graham Hldgs Com Cl B (GHC) 1.7 $2.5M 2.6k 946.17
TJX Companies (TJX) 1.6 $2.4M 20k 123.49
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $2.4M 5.6k 424.61
W.R. Berkley Corporation (WRB) 1.6 $2.4M 32k 73.47
Chevron Corporation (CVX) 1.6 $2.3M 16k 143.19
Citigroup Com New (C) 1.5 $2.3M 27k 85.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.3M 4.7k 485.77
Walt Disney Company (DIS) 1.5 $2.3M 18k 124.01
General Dynamics Corporation (GD) 1.5 $2.2M 7.6k 291.66
Corning Incorporated (GLW) 1.5 $2.2M 42k 52.59
Emerson Electric (EMR) 1.4 $2.1M 16k 133.33
Amgen (AMGN) 1.4 $2.1M 7.5k 279.21
Johnson Ctls Intl SHS (JCI) 1.4 $2.0M 19k 105.62
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $2.0M 10k 194.23
Applied Materials (AMAT) 1.3 $2.0M 11k 183.07
Procter & Gamble Company (PG) 1.3 $1.9M 12k 159.32
Pepsi (PEP) 1.2 $1.8M 14k 132.04
PNC Financial Services (PNC) 1.2 $1.8M 9.8k 186.42
At&t (T) 1.2 $1.7M 60k 28.94
Johnson & Johnson (JNJ) 1.1 $1.7M 11k 152.75
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.1 $1.6M 80k 19.91
Merck & Co (MRK) 1.0 $1.6M 20k 79.16
Paccar (PCAR) 1.0 $1.5M 16k 95.06
Bristol Myers Squibb (BMY) 1.0 $1.4M 31k 46.29
Lincoln National Corporation (LNC) 1.0 $1.4M 41k 34.60
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.9 $1.4M 6.6k 208.95
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.9 $1.3M 26k 49.26
EOG Resources (EOG) 0.8 $1.3M 11k 119.61
Medtronic SHS (MDT) 0.8 $1.2M 14k 87.17
Verizon Communications (VZ) 0.8 $1.2M 28k 43.27
BP Sponsored Adr (BP) 0.8 $1.2M 39k 29.93
Lowe's Companies (LOW) 0.8 $1.2M 5.3k 221.87
Target Corporation (TGT) 0.8 $1.1M 12k 98.65
Cognizant Technology Solutio Cl A (CTSH) 0.7 $1.0M 13k 78.03
Labcorp Holdings Com Shs (LH) 0.7 $1.0M 3.9k 262.51
Anthem (ELV) 0.7 $999k 2.6k 388.96
CVS Caremark Corporation (CVS) 0.6 $868k 13k 68.98
Southern Company (SO) 0.5 $812k 8.8k 91.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $808k 1.4k 568.03
Vanguard Index Fds Value Etf (VTV) 0.5 $782k 4.4k 176.74
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $758k 22k 35.28
Ishares Tr Core Msci Eafe (IEFA) 0.5 $712k 8.5k 83.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $635k 10k 62.02
Broadcom (AVGO) 0.4 $603k 2.2k 275.65
Home Depot (HD) 0.4 $583k 1.6k 366.64
Costco Wholesale Corporation (COST) 0.4 $567k 573.00 989.94
Visa Com Cl A (V) 0.4 $548k 1.5k 355.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $540k 6.5k 82.92
Intel Corporation (INTC) 0.3 $470k 21k 22.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $470k 3.8k 123.58
Alphabet Cap Stk Cl C (GOOG) 0.3 $453k 2.6k 177.39
McDonald's Corporation (MCD) 0.3 $400k 1.4k 292.17
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $367k 7.3k 50.27
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $342k 16k 20.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $331k 3.3k 99.49
Abbvie (ABBV) 0.2 $315k 1.7k 185.62
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $315k 26k 12.24
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $309k 2.8k 109.29
Fair Isaac Corporation (FICO) 0.2 $303k 166.00 1827.96
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $301k 3.3k 90.98
Royal Gold (RGLD) 0.2 $300k 1.7k 177.84
NVIDIA Corporation (NVDA) 0.2 $289k 1.8k 157.99
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $260k 2.0k 132.14
Paramount Global Class B Com (PARA) 0.2 $256k 20k 12.90
Thermo Fisher Scientific (TMO) 0.2 $254k 627.00 405.46
Palo Alto Networks (PANW) 0.2 $250k 1.2k 204.64
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $244k 4.6k 52.76
Adobe Systems Incorporated (ADBE) 0.2 $242k 626.00 386.88
Texas Instruments Incorporated (TXN) 0.2 $239k 1.2k 207.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $223k 1.1k 195.01
Ishares Tr Select Divid Etf (DVY) 0.1 $221k 1.7k 132.81
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $220k 5.2k 42.27
Pfizer (PFE) 0.1 $210k 8.7k 24.24
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $173k 1.8k 95.32
Valkyrie Etf Trust Ii Coinshares Valky (BTF) 0.1 $149k 11k 13.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $141k 1.3k 110.10
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $128k 963.00 133.04
Ishares Tr Core S&p500 Etf (IVV) 0.1 $122k 196.00 620.90
Vanguard Index Fds Growth Etf (VUG) 0.1 $98k 223.00 438.40
Ishares Tr Rus 1000 Etf (IWB) 0.1 $83k 245.00 339.57
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $74k 376.00 195.42
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $70k 1.2k 59.87
Ishares Tr Msci Usa Value (VLUE) 0.0 $55k 488.00 113.21
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $53k 191.00 279.83
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $52k 327.00 157.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $41k 298.00 138.68
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $41k 143.00 285.86
Ishares Tr Russell 2000 Etf (IWM) 0.0 $30k 138.00 215.79
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $27k 201.00 135.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $25k 287.00 85.21
Ishares Tr Msci Eafe Etf (EFA) 0.0 $21k 230.00 89.39
Ishares Tr Tips Bd Etf (TIP) 0.0 $9.6k 87.00 110.03
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $9.4k 108.00 87.22
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $7.4k 68.00 109.21
First Tr Exchange Traded Nasdq Oil Gas (FTXN) 0.0 $5.5k 201.00 27.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $3.5k 73.00 48.25