Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 4, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 153
- +6 vs. Q4 2023
- Portfolio value
- $114.6M
- +$30.4M (+36.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 93,371 | $49.1M | 42.9% | +15,032+19.2% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 156,734 | $15.8M | 13.8% | +156,734 | New | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 207,774 | $12.1M | 10.5% | −231−0.1% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,493 | $11.3M | 9.8% | −571−2.6% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,280 | $6.94M | 6.1% | −580−0.5% | ReducedConverted for a 5-for-1 split | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,856 | $6.39M | 5.6% | +323+0.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 124,121 | $6.11M | 5.3% | −940−0.8% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,245 | $2.31M | 2.0% | −14−0.2% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $662.5K | 0.6% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,355 | $456.7K | 0.4% | −113−7.7% | Reduced | – |
| AAPLApple Inc. | Stock | 1,770 | $303.6K | 0.3% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $280.5K | 0.2% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 616 | $259.0K | 0.2% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 891 | $222.5K | 0.2% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $195.3K | 0.2% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $183.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 328 | $157.7K | 0.1% | +134+69.1% | Added | – |
| VVisa Inc. | Stock | 528 | $147.4K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $92.8K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 597 | $78.8K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 465 | $75.6K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 77 | $69.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $68.6K | 0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 373 | $65.6K | 0.1% | +10+2.8% | Added | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $65.2K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 107 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 956 | $51.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $51.1K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $49.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $49.1K | <0.1% | −17−2.8% | Reduced | – |
| DEDeere & Co | Stock | 106 | $43.5K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 66 | $38.2K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| IBMInternational Business Machines Corp | Stock | 197 | $37.6K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 200 | $36.4K | <0.1% | +200 | New | History |
| NFLXNetflix Inc | Stock | 50 | $30.4K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 347 | $28.0K | <0.1% | −10−2.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 65 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,000 | $26.6K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 63 | $24.2K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $23.1K | <0.1% | 00.0% | Unchanged | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 158 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 33 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 141 | $16.4K | <0.1% | 00.0% | Unchanged | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 54 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $15.1K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 859 | $15.1K | <0.1% | +1+0.1% | Added | History |
| SKTTanger Inc. | COM | 500 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 323 | $13.6K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 200 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 102 | $12.5K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 155 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| USOUnited States Oil Fund, LP | UNITS | 150 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| LANDGladstone Land Corp | COM | 876 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 315 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| SVXYProShares Trust II | SHT VIX ST TRM | 103 | $11.6K | <0.1% | +28+37.3% | Added | History |
| PFEPfizer Inc | Stock | 416 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 72 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 57 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| ARK Innovation ETF00214Q104 | ETF | 213 | $10.7K | <0.1% | 00.0% | Unchanged | – |
| KHCKraft Heinz Co | Stock | 285 | $10.5K | <0.1% | +285 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 58 | $10.5K | <0.1% | +58 | New | History |
| SBUXStarbucks Corp | Stock | 112 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 9 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 118 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 227 | $9.90K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 65 | $9.66K | <0.1% | 00.0% | Unchanged | History |
| HEIHeico Corp | COM | 50 | $9.55K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 13 | $9.52K | <0.1% | +13 | New | History |
| BACBank of America Corp | Stock | 247 | $9.40K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 167 | $9.06K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 148 | $9.05K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 34 | $9.03K | <0.1% | 00.0% | Unchanged | – |
| COINCoinbase Global, Inc. | COM CL A | 33 | $8.75K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 296 | $8.64K | <0.1% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 159 | $8.60K | <0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 288 | $7.93K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 118 | $6.84K | <0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 135 | $6.03K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $6.02K | <0.1% | 00.0% | Unchanged | – |
| MNSTMonster Beverage Corp | COM | 100 | $5.93K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 13 | $5.91K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 55 | $5.86K | <0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $5.75K | <0.1% | 00.0% | Unchanged | History |
| DAREDare Bioscience, Inc. | COM | 11,400 | $5.59K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $5.02K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4.73K | <0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 20 | $4.55K | <0.1% | 00.0% | Unchanged | History |
| SYMSymbotic Inc. | Stock | 100 | $4.50K | <0.1% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 26 | $4.24K | <0.1% | 00.0% | Unchanged | History |
| ALEAllete Inc | COM NEW | 70 | $4.17K | <0.1% | 00.0% | Unchanged | History |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $4.15K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 100 | $4.06K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 21 | $4.05K | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 8 | $3.98K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 25 | $3.72K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3.71K | <0.1% | 00.0% | Unchanged | History |
| SHAKShake Shack Inc. | CL A | 35 | $3.64K | <0.1% | 00.0% | Unchanged | History |