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Livermore
Livermore
ZHEN

Insight Inv LLC

SEC CIK
0001909322
Latest filing
Jul 23, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 15, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
89
+1 vs. Q2 2024
Portfolio value
$119.2M
+$3.44M (+3.0%) vs. Q2 2024
Filed
Nov 15, 2024
SEC
Holdings of Insight Inv LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW68$6.56K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX108$9.65K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF92$10.8K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL287$23.9K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Value ETF464287879ETF438$47.2K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF191$50.4K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF426$59.4K<0.1%00.0%Unchanged–
iShares Russell Mid-Cap Value ETF464287473ETF498$65.9K0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,175$70.6K0.1%00.0%Unchanged–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF772$71.0K0.1%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF376$74.1K0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF223$85.6K0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock151$88.3K0.1%+151NewHistory
iShares Russell 1000 Growth ETF464287614ETF311$116.9K0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF1,280$122.6K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF918$184.3K0.2%00.0%Unchanged–
Valkyrie ETF Trust II91917A108BITCOIN STRATEGY11,300$184.9K0.2%00.0%Unchanged–
Paramount Global92556H206CL B18,610$198.6K0.2%−325−1.7%Reduced–
Vanguard S&P 500 ETF922908363ETF385$203.8K0.2%00.0%Unchanged–
TXNTexas Instruments IncStock1,125$232.4K0.2%00.0%UnchangedHistory
RGLDRoyal Gold IncStock1,760$246.9K0.2%00.0%UnchangedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER25,750$269.1K0.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,880$314.3K0.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock1,950$336.4K0.3%00.0%UnchangedConverted for a 10-for-1 splitHistory
Vanguard Morningstar Value ETF922908744ETF1,945$339.5K0.3%00.0%Unchanged–
TYLTyler Technologies IncCOM600$350.2K0.3%00.0%UnchangedHistory
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU18,800$378.2K0.3%−1,250−6.2%Reduced–
MCDMcDonalds CorpStock1,391$423.6K0.4%−60−4.1%ReducedHistory
INTCIntel CorpStock18,170$426.3K0.4%−1,155−6.0%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF5,191$434.7K0.4%−3,125−37.6%Reduced–
HDHome Depot, Inc.Stock1,246$504.9K0.4%+25+2.0%AddedHistory
COSTCostco Wholesale CorpStock589$522.2K0.4%+85+16.9%AddedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT11,695$577.9K0.5%+1,500+14.7%Added–
ABBVAbbVie Inc.Stock3,150$622.1K0.5%00.0%UnchangedHistory
iShares U S ETF Tr46431W838SHOR MAT MUN ETF12,800$644.0K0.5%−500−3.8%Reduced–
SOSouthern CoStock8,330$751.2K0.6%−20−0.2%ReducedHistory
LHLabcorp Holdings Inc.Stock3,435$767.7K0.6%−95−2.7%ReducedHistory
CVSCVS Health CorpStock14,220$894.2K0.8%−670−4.5%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A11,680$901.5K0.8%−275−2.3%ReducedHistory
VZVerizon Communications IncStock21,583$969.3K0.8%−100−0.5%ReducedHistory
TAT&T Inc.Stock51,354$1.13M0.9%−514−1.0%ReducedHistory
BMYBristol Myers Squibb CoStock22,196$1.15M1.0%−475−2.1%ReducedHistory
EOGEOG Resources IncStock9,385$1.15M1.0%+75+0.8%AddedHistory
LNCLincoln National CorpCOM39,535$1.25M1.0%−300−0.8%ReducedHistory
MDTMedtronic plcStock14,208$1.29M1.1%−510−3.5%ReducedHistory
BPBP PLCADR41,870$1.31M1.1%−3,100−6.9%ReducedHistory
MSGSMadison Square Garden Sports Corp.CL A6,665$1.39M1.2%+100+1.5%AddedHistory
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN69,655$1.39M1.2%−17,250−19.8%Reduced–
ELVElevance Health, Inc.Stock2,713$1.41M1.2%−32−1.2%ReducedHistory
LOWLowes Companies IncStock5,227$1.42M1.2%−125−2.3%ReducedHistory
JCIJohnson Controls International plcStock18,210$1.42M1.2%−550−2.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW2,920$1.43M1.2%00.0%UnchangedHistory
PCARPaccar IncCOM15,552$1.53M1.3%+175+1.1%AddedHistory
CCitigroup IncStock24,910$1.56M1.3%−1,775−6.7%ReducedHistory
DISWalt Disney CoStock17,266$1.66M1.4%−205−1.2%ReducedHistory
PGProcter & Gamble CoStock9,750$1.69M1.4%+369+3.9%AddedHistory
EMREmerson Electric CoStock15,630$1.71M1.4%−110−0.7%ReducedHistory
JNJJohnson & JohnsonStock10,739$1.74M1.5%−70−0.6%ReducedHistory
WRBBerkley W R CorpCOM30,706$1.74M1.5%+10,211+49.8%AddedHistory
MSMorgan StanleyStock17,042$1.78M1.5%−265−1.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock9,804$1.81M1.5%−80−0.8%ReducedHistory
TGTTarget CorpStock11,650$1.82M1.5%−45−0.4%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD23,802$1.89M1.6%−3,365−12.4%Reduced–
GLWCorning IncCOM41,920$1.89M1.6%−455−1.1%ReducedHistory
MRKMerck & Co., Inc.Stock17,779$2.03M1.7%−130−0.7%ReducedHistory
CSCOCisco Systems, Inc.Stock38,692$2.06M1.7%−1,475−3.7%ReducedHistory
RTXRTX CorpStock17,549$2.13M1.8%+250+1.4%AddedHistory
GHCGraham Holdings CoCOM CL B2,629$2.16M1.8%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock4,926$2.27M1.9%+150+3.1%AddedHistory
PEPPepsiCo IncStock13,350$2.27M1.9%+200+1.5%AddedHistory
AMATApplied Materials IncStock11,249$2.27M1.9%−985−8.1%ReducedHistory
AMGNAmgen IncStock7,156$2.31M1.9%−70−1.0%ReducedHistory
GDGeneral Dynamics CorpStock7,895$2.39M2.0%−165−2.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM20,581$2.41M2.0%+785+4.0%AddedHistory
TJXTJX Companies IncStock20,633$2.43M2.0%+100+0.5%AddedHistory
CVXChevron CorpStock16,560$2.44M2.0%−165−1.0%ReducedHistory
ALLAllstate CorpStock12,873$2.45M2.1%−750−5.5%ReducedHistory
MRVLMarvell Technology, Inc.COM36,370$2.62M2.2%−1,500−4.0%ReducedHistory
WMTWalmart Inc.Stock33,801$2.73M2.3%−4,565−11.9%ReducedHistory
GOOGLAlphabet Inc.Stock16,700$2.77M2.3%+345+2.1%AddedHistory
JPMJPMorgan Chase & CoStock13,241$2.79M2.3%−785−5.6%ReducedHistory
QCOMQualcomm IncStock16,421$2.79M2.3%−605−3.6%ReducedHistory
ORCLOracle CorpStock17,463$2.98M2.5%−575−3.2%ReducedHistory
IBMInternational Business Machines CorpStock14,104$3.12M2.6%−575−3.9%ReducedHistory
AMZNAmazon Com IncStock16,790$3.13M2.6%−125−0.7%ReducedHistory
AXPAmerican Express CoStock11,981$3.25M2.7%−600−4.8%ReducedHistory
WSMWilliams Sonoma IncCOM21,866$3.39M2.8%−2,260−9.4%ReducedConverted for a 2-for-1 splitHistory
MSFTMicrosoft CorpStock9,557$4.11M3.5%00.0%UnchangedHistory
AAPLApple Inc.Stock29,000$6.76M5.7%−245−0.8%ReducedHistory