Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 188
- +30 vs. Q3 2024
- Portfolio value
- $127.2M
- +$945.6K (+0.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 90,159 | $53.1M | 41.7% | −1,974−2.1% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 196,171 | $19.7M | 15.5% | −942−0.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 20,501 | $12.7M | 10.0% | −905−4.2% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,037 | $12.5M | 9.8% | −670.0% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 111,182 | $6.93M | 5.4% | −2,854−2.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 56,794 | $6.54M | 5.1% | −675−1.2% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 251,924 | $6.51M | 5.1% | −5,646−2.2% | ReducedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,496 | $2.51M | 2.0% | +65+0.7% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,224 | $716.5K | 0.6% | −76−3.3% | Reduced | – |
| AAPLApple Inc. | Stock | 1,996 | $500.1K | 0.4% | +226+12.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $484.6K | 0.4% | +429+67.0% | Added | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $309.8K | 0.2% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $260.8K | 0.2% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,357 | $253.5K | 0.2% | +2,216+1,571.6% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 631 | $253.4K | 0.2% | −31−4.7% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $211.6K | 0.2% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $208.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 312 | $168.1K | 0.1% | −8−2.5% | Reduced | – |
| VVisa Inc. | Stock | 528 | $166.9K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 373 | $150.6K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,060 | $142.3K | 0.1% | +155+17.1% | Added | History |
| DEDeere & Co | Stock | 251 | $106.3K | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 3,693 | $98.0K | 0.1% | +3,277+787.7% | Added | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,987 | $96.0K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 500 | $88.8K | 0.1% | +300+150.0% | Added | History |
| WMTWalmart Inc. | Stock | 930 | $84.0K | 0.1% | +900+3,000.0% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 871 | $80.3K | 0.1% | +300+52.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 797 | $79.3K | 0.1% | +200+33.5% | Added | History |
| PGProcter & Gamble Co | Stock | 465 | $78.1K | 0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 1,156 | $78.1K | 0.1% | +200+20.9% | Added | History |
| TAT&T Inc. | Stock | 3,329 | $75.8K | 0.1% | +2,468+286.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 345 | $75.7K | 0.1% | +325+1,625.0% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 66 | $73.0K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 558 | $72.0K | 0.1% | +400+253.2% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $70.9K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 163 | $63.4K | <0.1% | +100+158.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 107 | $62.6K | <0.1% | 00.0% | Unchanged | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $61.1K | <0.1% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 500 | $60.2K | <0.1% | +500 | New | History |
| GDGeneral Dynamics Corp | Stock | 200 | $52.7K | <0.1% | +200 | New | History |
| MOAltria Group, Inc. | Stock | 977 | $51.1K | <0.1% | +750+330.4% | Added | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $50.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $49.2K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 1,115 | $44.6K | <0.1% | +791+244.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 767 | $43.4K | <0.1% | +600+359.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 197 | $43.3K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 100 | $42.5K | <0.1% | +35+53.8% | Added | History |
| FFord Motor Co | Stock | 4,095 | $40.5K | <0.1% | +2,095+104.8% | Added | History |
| NFLXNetflix Inc | Stock | 43 | $38.3K | <0.1% | 00.0% | Unchanged | History |
| ETREntergy Corp | COM | 400 | $30.3K | <0.1% | +400 | New | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,306 | $30.3K | <0.1% | +1,306 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,078 | $29.4K | <0.1% | −59−5.2% | ReducedConverted for a 3-for-1 split | – |
| UPSUnited Parcel Service Inc | Stock | 216 | $27.2K | <0.1% | +151+232.3% | Added | History |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $26.3K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 172 | $24.9K | <0.1% | +100+138.9% | Added | History |
| LOWLowes Companies Inc | Stock | 100 | $24.7K | <0.1% | +100 | New | History |
| DOWDow Inc. | Stock | 598 | $24.0K | <0.1% | +598 | New | History |
| ABTAbbott Laboratories | Stock | 200 | $22.6K | <0.1% | +200 | New | History |
| DUKDuke Energy CORP | Stock | 200 | $21.5K | <0.1% | +200 | New | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 685 | $21.0K | <0.1% | +400+140.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 119 | $17.6K | <0.1% | +54+83.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 19 | $17.4K | <0.1% | 00.0% | Unchanged | History |
| SKTTanger Inc. | COM | 500 | $17.1K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 33 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 69 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 155 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 248 | $15.4K | <0.1% | +100+67.6% | Added | History |
| RTXRTX Corp | Stock | 132 | $15.3K | <0.1% | +100+312.5% | Added | History |
| FDXFedEx Corp | Stock | 54 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $14.3K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 200 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 97 | $14.0K | <0.1% | +73+304.2% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 590 | $12.5K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 36 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| ARK Innovation ETF00214Q104 | ETF | 213 | $12.1K | <0.1% | 00.0% | Unchanged | – |
| HEIHeico Corp | COM | 50 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 102 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 200 | $11.3K | <0.1% | +200 | New | History |
| USOUnited States Oil Fund, LP | UNITS | 150 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 34 | $11.3K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 248 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| IPInternational Paper Co | COM | 200 | $10.8K | <0.1% | +200 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 9 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 112 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 315 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 296 | $9.95K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 80 | $9.66K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 57 | $9.65K | <0.1% | 00.0% | Unchanged | History |
| LANDGladstone Land Corp | COM | 876 | $9.50K | <0.1% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524680 | LONG TERM US | 300 | $9.43K | <0.1% | +300 | New | – |
| PPLPPL Corp | COM | 288 | $9.35K | <0.1% | 00.0% | Unchanged | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $9.33K | <0.1% | +3,040 | New | History |
| SNOWSnowflake Inc. | Stock | 58 | $8.96K | <0.1% | +58 | New | History |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $8.84K | <0.1% | 00.0% | Unchanged | History |
| PORPortland General Electric Co | COM NEW | 200 | $8.72K | <0.1% | +200 | New | History |
| DELLDell Technologies Inc. | Stock | 75 | $8.64K | <0.1% | +75 | New | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.