Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 124
- +35 vs. Q3 2024
- Portfolio value
- $143.6M
- +$24.4M (+20.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,118 | $7.79M | 5.4% | +2,118+7.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 10,525 | $4.44M | 3.1% | +968+10.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 18,530 | $4.07M | 2.8% | +1,740+10.4% | Added | History |
| WSMWilliams Sonoma Inc | COM | 21,786 | $4.03M | 2.8% | −80−0.4% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 36,415 | $4.02M | 2.8% | +45+0.1% | Added | History |
| AXPAmerican Express Co | Stock | 12,017 | $3.57M | 2.5% | +36+0.3% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 59,734 | $3.53M | 2.5% | +59,734 | New | – |
| GOOGLAlphabet Inc. | Stock | 17,680 | $3.35M | 2.3% | +980+5.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,213 | $3.34M | 2.3% | +1,109+7.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 13,872 | $3.33M | 2.3% | +631+4.8% | Added | History |
| WMTWalmart Inc. | Stock | 34,341 | $3.11M | 2.2% | +540+1.6% | Added | History |
| ORCLOracle Corp | Stock | 17,128 | $2.85M | 2.0% | −335−1.9% | Reduced | History |
| CVXChevron Corp | Stock | 18,254 | $2.64M | 1.8% | +1,694+10.2% | Added | History |
| QCOMQualcomm Inc | Stock | 17,179 | $2.64M | 1.8% | +758+4.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,335 | $2.62M | 1.8% | +3,754+18.2% | Added | History |
| TJXTJX Companies Inc | Stock | 21,433 | $2.59M | 1.8% | +800+3.9% | Added | History |
| ALLAllstate Corp | Stock | 13,186 | $2.55M | 1.8% | +313+2.4% | Added | History |
| GHCGraham Holdings Co | COM CL B | 2,724 | $2.38M | 1.7% | +95+3.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 39,963 | $2.37M | 1.6% | +1,271+3.3% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,318 | $2.37M | 1.6% | +6,516+27.4% | Added | – |
| MSMorgan Stanley | Stock | 18,290 | $2.30M | 1.6% | +1,248+7.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,640 | $2.27M | 1.6% | +5,329+1,713.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,966 | $2.25M | 1.6% | +40+0.8% | Added | History |
| RTXRTX Corp | Stock | 18,386 | $2.13M | 1.5% | +837+4.8% | Added | History |
| DISWalt Disney Co | Stock | 18,757 | $2.09M | 1.5% | +1,491+8.6% | Added | History |
| EMREmerson Electric Co | Stock | 16,480 | $2.04M | 1.4% | +850+5.4% | Added | History |
| GLWCorning Inc | COM | 42,448 | $2.02M | 1.4% | +528+1.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 7,599 | $2.00M | 1.4% | −296−3.7% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,312 | $1.99M | 1.4% | +508+5.2% | Added | History |
| PGProcter & Gamble Co | Stock | 11,842 | $1.99M | 1.4% | +2,092+21.5% | Added | History |
| PEPPepsiCo Inc | Stock | 12,895 | $1.98M | 1.4% | −455−3.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 19,793 | $1.97M | 1.4% | +2,014+11.3% | Added | History |
| AMGNAmgen Inc | Stock | 7,541 | $1.97M | 1.4% | +385+5.4% | Added | History |
| CCitigroup Inc | Stock | 27,122 | $1.91M | 1.3% | +2,212+8.9% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 93,630 | $1.86M | 1.3% | +23,975+34.4% | Added | – |
| WRBBerkley W R Corp | COM | 31,662 | $1.85M | 1.3% | +956+3.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,834 | $1.82M | 1.3% | +9,834 | New | – |
| AMATApplied Materials Inc | Stock | 10,771 | $1.75M | 1.2% | −478−4.2% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 30,859 | $1.75M | 1.2% | +8,663+39.0% | Added | History |
| PCARPaccar Inc | COM | 16,047 | $1.67M | 1.2% | +495+3.2% | Added | History |
| JNJJohnson & Johnson | Stock | 11,424 | $1.65M | 1.2% | +685+6.4% | Added | History |
| TGTTarget Corp | Stock | 11,893 | $1.61M | 1.1% | +243+2.1% | Added | History |
| JCIJohnson Controls International plc | Stock | 18,800 | $1.48M | 1.0% | +590+3.2% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,550 | $1.48M | 1.0% | −115−1.7% | Reduced | History |
| TAT&T Inc. | Stock | 59,757 | $1.36M | 0.9% | +8,403+16.4% | Added | History |
| LOWLowes Companies Inc | Stock | 5,302 | $1.31M | 0.9% | +75+1.4% | Added | History |
| LNCLincoln National Corp | COM | 41,110 | $1.30M | 0.9% | +1,575+4.0% | Added | History |
| BPBP PLC | ADR | 41,816 | $1.24M | 0.9% | −54−0.1% | Reduced | History |
| EOGEOG Resources Inc | Stock | 9,826 | $1.20M | 0.8% | +441+4.7% | Added | History |
| MDTMedtronic plc | Stock | 14,906 | $1.19M | 0.8% | +698+4.9% | Added | History |
| VZVerizon Communications Inc | Stock | 27,401 | $1.10M | 0.8% | +5,818+27.0% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 13,151 | $1.01M | 0.7% | +1,471+12.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 2,557 | $943.3K | 0.7% | −156−5.8% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 3,859 | $884.9K | 0.6% | +424+12.3% | Added | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $769.9K | 0.5% | +21,475 | New | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $749.2K | 0.5% | +2,480+127.5% | Added | – |
| SOSouthern Co | Stock | 9,030 | $743.4K | 0.5% | +700+8.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 714 | $654.2K | 0.5% | +125+21.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,194 | $643.3K | 0.4% | +809+210.1% | Added | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $639.4K | 0.4% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,580 | $614.6K | 0.4% | +334+26.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,680 | $603.2K | 0.4% | +9,680 | New | – |
| CVSCVS Health Corp | Stock | 13,161 | $590.8K | 0.4% | −1,059−7.4% | Reduced | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 28,275 | $568.0K | 0.4% | +9,475+50.4% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,937 | $557.8K | 0.4% | +7,937 | New | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,611 | $530.7K | 0.4% | +1,420+27.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 2,759 | $525.4K | 0.4% | +879+46.8% | Added | History |
| VVisa Inc. | Stock | 1,593 | $503.5K | 0.4% | +1,593 | New | History |
| AVGOBroadcom Inc. | Stock | 2,120 | $491.5K | 0.3% | +170+8.7% | Added | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 15,053 | $483.3K | 0.3% | +15,053 | New | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $481.0K | 0.3% | +3,849 | New | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,765 | $426.6K | 0.3% | −2,930−25.1% | Reduced | – |
| INTCIntel Corp | Stock | 20,384 | $408.7K | 0.3% | +2,214+12.2% | Added | History |
| MCDMcDonalds Corp | Stock | 1,391 | $403.2K | 0.3% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $366.1K | 0.3% | +2,933+669.6% | Added | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $347.4K | 0.2% | +16,486 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $331.9K | 0.2% | +638 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $331.4K | 0.2% | +2,784+3,026.1% | Added | – |
| NVDANVIDIA Corp | Stock | 2,344 | $314.8K | 0.2% | +2,344 | New | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $306.3K | 0.2% | +2,596+336.3% | Added | – |
| ABBVAbbVie Inc. | Stock | 1,702 | $302.4K | 0.2% | −1,448−46.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 138 | $274.7K | 0.2% | +138 | New | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $254.8K | 0.2% | +1,472+295.6% | Added | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $248.5K | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 9,340 | $247.8K | 0.2% | +9,340 | New | History |
| ADBEAdobe Inc. | Stock | 529 | $235.2K | 0.2% | +529 | New | History |
| RGLDRoyal Gold Inc | Stock | 1,760 | $232.1K | 0.2% | 00.0% | Unchanged | History |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $231.0K | 0.2% | +4,847 | New | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $226.5K | 0.2% | +225+24.5% | Added | – |
| LMTLockheed Martin Corp | Stock | 465 | $226.0K | 0.2% | +465 | New | History |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $218.2K | 0.2% | +1,662 | New | – |
| TXNTexas Instruments Inc | Stock | 1,151 | $215.8K | 0.2% | +26+2.3% | Added | History |
| Paramount Global92556H206 | CL B | 20,435 | $214.5K | 0.1% | +1,825+9.8% | Added | – |
| AONAon plc | CL A | 597 | $214.4K | 0.1% | +597 | New | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $210.0K | 0.1% | +5,205 | New | – |
| PANWPalo Alto Networks Inc | Stock | 1,126 | $204.9K | 0.1% | +1,126 | New | History |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $165.5K | 0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 303 | $153.3K | 0.1% | +152+100.7% | Added | History |
| URIUnited Rentals, Inc. | COM | 207 | $145.8K | 0.1% | +207 | New | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $130.4K | 0.1% | +537+126.1% | Added | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.