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Livermore
Livermore
ZHEN

Insight Inv LLC

SEC CIK
0001909322
Latest filing
Jul 23, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 7, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
88
−1 vs. Q1 2024
Portfolio value
$115.8M
+$513.3K (+0.4%) vs. Q1 2024
Filed
Aug 7, 2024
SEC
Holdings of Insight Inv LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW68$6.39K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX108$8.88K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF92$9.81K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL287$22.1K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Value ETF464287879ETF438$42.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF191$46.4K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF426$54.7K<0.1%00.0%Unchanged–
iShares Russell Mid-Cap Value ETF464287473ETF498$60.1K0.1%00.0%Unchanged–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF772$68.0K0.1%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF376$68.4K0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,175$70.3K0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF223$83.5K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF311$113.5K0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF1,280$118.5K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF918$168.5K0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF385$193.2K0.2%00.0%Unchanged–
Paramount Global92556H206CL B18,935$197.7K0.2%−3,190−14.4%Reduced–
Valkyrie ETF Trust II91917A108BITCOIN STRATEGY11,300$208.9K0.2%00.0%Unchanged–
TXNTexas Instruments IncStock1,125$218.8K0.2%00.0%UnchangedHistory
RGLDRoyal Gold IncStock1,760$220.3K0.2%00.0%UnchangedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER25,750$255.7K0.2%00.0%UnchangedHistory
TYLTyler Technologies IncCOM600$301.7K0.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock195$313.1K0.3%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF1,945$314.0K0.3%00.0%Unchanged–
GOOGAlphabet Inc.Stock1,880$344.8K0.3%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,451$369.8K0.3%00.0%UnchangedHistory
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU20,050$402.2K0.3%00.0%Unchanged–
HDHome Depot, Inc.Stock1,221$420.3K0.4%+35+3.0%AddedHistory
COSTCostco Wholesale CorpStock504$428.4K0.4%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT10,195$489.9K0.4%+2,725+36.5%Added–
ABBVAbbVie Inc.Stock3,150$540.3K0.5%00.0%UnchangedHistory
INTCIntel CorpStock19,325$598.5K0.5%+14+0.1%AddedHistory
SOSouthern CoStock8,350$647.7K0.6%−355−4.1%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF8,316$664.7K0.6%−625−7.0%Reduced–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF13,300$667.0K0.6%−500−3.6%Reduced–
LHLabcorp Holdings Inc.Stock3,530$718.4K0.6%+45+1.3%AddedHistory
CTSHCognizant Technology Solutions CorpCL A11,955$812.9K0.7%−450−3.6%ReducedHistory
CVSCVS Health CorpStock14,890$879.4K0.8%−2,700−15.3%ReducedHistory
VZVerizon Communications IncStock21,683$894.2K0.8%+80+0.4%AddedHistory
BMYBristol Myers Squibb CoStock22,671$941.5K0.8%−2,100−8.5%ReducedHistory
TAT&T Inc.Stock51,868$991.2K0.9%−3,200−5.8%ReducedHistory
MDTMedtronic plcStock14,718$1.17M1.0%−1,345−8.4%ReducedHistory
EOGEOG Resources IncStock9,310$1.17M1.0%+3,540+61.4%AddedHistory
LOWLowes Companies IncStock5,352$1.18M1.0%−75−1.4%ReducedHistory
MSGSMadison Square Garden Sports Corp.CL A6,565$1.24M1.1%+500+8.2%AddedHistory
LNCLincoln National CorpCOM39,835$1.24M1.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock18,760$1.25M1.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW2,920$1.30M1.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock2,745$1.49M1.3%+100+3.8%AddedHistory
PNCPNC Financial Services Group, Inc.Stock9,884$1.54M1.3%−465−4.5%ReducedHistory
PGProcter & Gamble CoStock9,381$1.55M1.3%+375+4.2%AddedHistory
JNJJohnson & JohnsonStock10,809$1.58M1.4%00.0%UnchangedHistory
PCARPaccar IncCOM15,377$1.58M1.4%−150−1.0%ReducedHistory
WRBBerkley W R CorpCOM20,495$1.62M1.4%+950+4.9%AddedHistory
BPBP PLCADR44,970$1.62M1.4%00.0%UnchangedHistory
GLWCorning IncCOM42,375$1.65M1.4%−2,250−5.0%ReducedHistory
MSMorgan StanleyStock17,307$1.68M1.5%+130+0.8%AddedHistory
CCitigroup IncStock26,685$1.69M1.5%00.0%UnchangedHistory
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN86,905$1.72M1.5%−2,825−3.1%Reduced–
TGTTarget CorpStock11,695$1.73M1.5%00.0%UnchangedHistory
EMREmerson Electric CoStock15,740$1.73M1.5%00.0%UnchangedHistory
DISWalt Disney CoStock17,471$1.73M1.5%00.0%UnchangedHistory
RTXRTX CorpStock17,299$1.74M1.5%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B2,629$1.84M1.6%+22+0.8%AddedHistory
CSCOCisco Systems, Inc.Stock40,167$1.91M1.6%+1,600+4.1%AddedHistory
BRK.BBerkshire Hathaway IncStock4,776$1.94M1.7%+35+0.7%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD27,167$2.10M1.8%−150−0.5%Reduced–
PEPPepsiCo IncStock13,150$2.17M1.9%+425+3.3%AddedHistory
ALLAllstate CorpStock13,623$2.19M1.9%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock17,909$2.23M1.9%00.0%UnchangedHistory
AMGNAmgen IncStock7,226$2.26M2.0%00.0%UnchangedHistory
TJXTJX Companies IncStock20,533$2.26M2.0%−50−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,796$2.28M2.0%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock8,060$2.34M2.0%+350+4.5%AddedHistory
IBMInternational Business Machines CorpStock14,679$2.54M2.2%00.0%UnchangedHistory
ORCLOracle CorpStock18,038$2.55M2.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock38,366$2.60M2.2%+2,450+6.8%AddedHistory
CVXChevron CorpStock16,725$2.62M2.3%+1,285+8.3%AddedHistory
MRVLMarvell Technology, Inc.COM37,870$2.65M2.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock14,026$2.84M2.5%00.0%UnchangedHistory
AMATApplied Materials IncStock12,234$2.89M2.5%−120−1.0%ReducedHistory
AXPAmerican Express CoStock12,581$2.91M2.5%−100−0.8%ReducedHistory
GOOGLAlphabet Inc.Stock16,355$2.98M2.6%−110−0.7%ReducedHistory
AMZNAmazon Com IncStock16,915$3.27M2.8%+300+1.8%AddedHistory
QCOMQualcomm IncStock17,026$3.39M2.9%−245−1.4%ReducedHistory
WSMWilliams Sonoma IncCOM12,063$3.41M2.9%−1,012−7.7%ReducedHistory
MSFTMicrosoft CorpStock9,557$4.27M3.7%+180+1.9%AddedHistory
AAPLApple Inc.Stock29,245$6.16M5.3%−155−0.5%ReducedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Insight Inv LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
ProShares Bitcoin ETF74347G440ETF6,950$224.5K0.2%–