Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 15, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 158
- +2 vs. Q2 2024
- Portfolio value
- $126.3M
- +$7.71M (+6.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 92,133 | $53.1M | 42.1% | −177−0.2% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 197,113 | $19.9M | 15.7% | +13,992+7.6% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,104 | $12.8M | 10.1% | −2,540−1.2% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,406 | $12.6M | 9.9% | +337+1.6% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,036 | $7.11M | 5.6% | +1,229+1.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,469 | $6.72M | 5.3% | +95+0.2% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 128,785 | $6.63M | 5.3% | +882+0.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,431 | $2.49M | 2.0% | +269+2.9% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $723.1K | 0.6% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 1,770 | $412.6K | 0.3% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $304.0K | 0.2% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 640 | $294.6K | 0.2% | +7+1.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 662 | $248.5K | 0.2% | −52−7.3% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $246.6K | 0.2% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $207.8K | 0.2% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $202.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 320 | $168.9K | 0.1% | −10−3.0% | Reduced | – |
| VVisa Inc. | Stock | 528 | $145.2K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 905 | $109.9K | 0.1% | +8+0.9% | Added | History |
| DEDeere & Co | Stock | 251 | $104.7K | 0.1% | +145+136.8% | Added | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,987 | $100.5K | 0.1% | −103−4.9% | Reduced | – |
| TSLATesla, Inc. | Stock | 373 | $97.6K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 465 | $80.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $72.7K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 597 | $67.8K | 0.1% | 00.0% | Unchanged | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $63.1K | <0.1% | 00.0% | Unchanged | – |
| XELXcel Energy Inc | Stock | 956 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 107 | $61.3K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $58.6K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 66 | $58.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $49.9K | <0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 197 | $43.6K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 200 | $39.5K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 379 | $32.0K | <0.1% | +29+8.3% | Added | – |
| NFLXNetflix Inc | Stock | 43 | $30.5K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 65 | $28.3K | <0.1% | 00.0% | Unchanged | History |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $25.9K | <0.1% | +4,216+1,865.5% | Added | History |
| HDHome Depot, Inc. | Stock | 63 | $25.5K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $24.0K | <0.1% | 00.0% | Unchanged | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 158 | $21.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,000 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 33 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 861 | $18.9K | <0.1% | +1+0.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 19 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| SKTTanger Inc. | COM | 500 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 141 | $16.5K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 69 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 54 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 324 | $14.6K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 155 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 80 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| HEIHeico Corp | COM | 50 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 200 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| LANDGladstone Land Corp | COM | 876 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 416 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 72 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 227 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 118 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 57 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 112 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 315 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 148 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| USOUnited States Oil Fund, LP | UNITS | 150 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 9 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| ARK Innovation ETF00214Q104 | ETF | 213 | $10.1K | <0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 36 | $10.1K | <0.1% | +36 | New | History |
| ORealty Income Corp | REIT | 159 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 285 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 34 | $9.91K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 248 | $9.87K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 102 | $9.81K | <0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 288 | $9.53K | <0.1% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $9.39K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 65 | $8.86K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 296 | $8.77K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 167 | $8.64K | <0.1% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 65 | $8.49K | <0.1% | +40+160.0% | Added | History |
| LMTLockheed Martin Corp | Stock | 13 | $7.60K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $6.76K | <0.1% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 118 | $6.67K | <0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $6.31K | <0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 135 | $6.17K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 33 | $5.88K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $5.67K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 235 | $5.51K | <0.1% | +235 | New | History |
| AXPAmerican Express Co | Stock | 20 | $5.42K | <0.1% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 26 | $5.37K | <0.1% | 00.0% | Unchanged | History |
| MNSTMonster Beverage Corp | COM | 100 | $5.22K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4.91K | <0.1% | 00.0% | Unchanged | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $4.50K | <0.1% | 00.0% | Unchanged | History |
| ALEAllete Inc | COM NEW | 70 | $4.49K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $4.04K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $3.90K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 32 | $3.88K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.