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 |
|---|---|---|---|---|---|---|---|
| VFCV F Corp | Stock | 34 | $730 | <0.1% | +34 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 14 | $1.24K | <0.1% | +14 | New | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 90 | $3.76K | <0.1% | +90 | New | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 201 | $5.79K | <0.1% | +201 | New | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $7.02K | <0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 87 | $9.27K | <0.1% | +87 | New | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9.65K | <0.1% | 00.0% | Unchanged | – |
| VEEVVeeva Systems Inc | Stock | 74 | $15.6K | <0.1% | +74 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 230 | $17.4K | <0.1% | +230 | New | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $23.3K | <0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 46 | $24.2K | <0.1% | +46 | New | History |
| ABEVAmbev S.A. | SPONSORED ADR | 13,569 | $25.1K | <0.1% | +13,569 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 138 | $30.5K | <0.1% | +138 | New | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 298 | $37.8K | <0.1% | +298 | New | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $50.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46432F388 | MSCI USA VALUE | 488 | $51.5K | <0.1% | +488 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 189 | $54.4K | <0.1% | +189 | New | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,175 | $70.2K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $71.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 123 | $72.4K | 0.1% | +123 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $78.9K | 0.1% | +245 | New | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 527 | $86.5K | 0.1% | +527 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $91.5K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $130.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $130.4K | 0.1% | +537+126.1% | Added | – |
| URIUnited Rentals, Inc. | COM | 207 | $145.8K | 0.1% | +207 | New | History |
| UNHUnitedHealth Group Inc | Stock | 303 | $153.3K | 0.1% | +152+100.7% | Added | History |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $165.5K | 0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 1,126 | $204.9K | 0.1% | +1,126 | New | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $210.0K | 0.1% | +5,205 | New | – |
| AONAon plc | CL A | 597 | $214.4K | 0.1% | +597 | New | History |
| Paramount Global92556H206 | CL B | 20,435 | $214.5K | 0.1% | +1,825+9.8% | Added | – |
| TXNTexas Instruments Inc | Stock | 1,151 | $215.8K | 0.2% | +26+2.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $218.2K | 0.2% | +1,662 | New | – |
| LMTLockheed Martin Corp | Stock | 465 | $226.0K | 0.2% | +465 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $226.5K | 0.2% | +225+24.5% | Added | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $231.0K | 0.2% | +4,847 | New | – |
| RGLDRoyal Gold Inc | Stock | 1,760 | $232.1K | 0.2% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 529 | $235.2K | 0.2% | +529 | New | History |
| PFEPfizer Inc | Stock | 9,340 | $247.8K | 0.2% | +9,340 | New | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $248.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $254.8K | 0.2% | +1,472+295.6% | Added | – |
| FICOFair Isaac Corp | COM | 138 | $274.7K | 0.2% | +138 | New | History |
| ABBVAbbVie Inc. | Stock | 1,702 | $302.4K | 0.2% | −1,448−46.0% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $306.3K | 0.2% | +2,596+336.3% | Added | – |
| NVDANVIDIA Corp | Stock | 2,344 | $314.8K | 0.2% | +2,344 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $331.4K | 0.2% | +2,784+3,026.1% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $331.9K | 0.2% | +638 | New | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $347.4K | 0.2% | +16,486 | New | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $366.1K | 0.3% | +2,933+669.6% | Added | – |
| MCDMcDonalds Corp | Stock | 1,391 | $403.2K | 0.3% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 20,384 | $408.7K | 0.3% | +2,214+12.2% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,765 | $426.6K | 0.3% | −2,930−25.1% | Reduced | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $481.0K | 0.3% | +3,849 | New | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 15,053 | $483.3K | 0.3% | +15,053 | New | – |
| AVGOBroadcom Inc. | Stock | 2,120 | $491.5K | 0.3% | +170+8.7% | Added | History |
| VVisa Inc. | Stock | 1,593 | $503.5K | 0.4% | +1,593 | New | History |
| GOOGAlphabet Inc. | Stock | 2,759 | $525.4K | 0.4% | +879+46.8% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,611 | $530.7K | 0.4% | +1,420+27.4% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,937 | $557.8K | 0.4% | +7,937 | New | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 28,275 | $568.0K | 0.4% | +9,475+50.4% | Added | – |
| CVSCVS Health Corp | Stock | 13,161 | $590.8K | 0.4% | −1,059−7.4% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,680 | $603.2K | 0.4% | +9,680 | New | – |
| HDHome Depot, Inc. | Stock | 1,580 | $614.6K | 0.4% | +334+26.8% | Added | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $639.4K | 0.4% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,194 | $643.3K | 0.4% | +809+210.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 714 | $654.2K | 0.5% | +125+21.2% | Added | History |
| SOSouthern Co | Stock | 9,030 | $743.4K | 0.5% | +700+8.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $749.2K | 0.5% | +2,480+127.5% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $769.9K | 0.5% | +21,475 | New | – |
| LHLabcorp Holdings Inc. | Stock | 3,859 | $884.9K | 0.6% | +424+12.3% | Added | History |
| ELVElevance Health, Inc. | Stock | 2,557 | $943.3K | 0.7% | −156−5.8% | Reduced | History |
| CTSHCognizant Technology Solutions Corp | CL A | 13,151 | $1.01M | 0.7% | +1,471+12.6% | Added | History |
| VZVerizon Communications Inc | Stock | 27,401 | $1.10M | 0.8% | +5,818+27.0% | Added | History |
| MDTMedtronic plc | Stock | 14,906 | $1.19M | 0.8% | +698+4.9% | Added | History |
| EOGEOG Resources Inc | Stock | 9,826 | $1.20M | 0.8% | +441+4.7% | Added | History |
| BPBP PLC | ADR | 41,816 | $1.24M | 0.9% | −54−0.1% | Reduced | History |
| LNCLincoln National Corp | COM | 41,110 | $1.30M | 0.9% | +1,575+4.0% | Added | History |
| LOWLowes Companies Inc | Stock | 5,302 | $1.31M | 0.9% | +75+1.4% | Added | History |
| TAT&T Inc. | Stock | 59,757 | $1.36M | 0.9% | +8,403+16.4% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,550 | $1.48M | 1.0% | −115−1.7% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 18,800 | $1.48M | 1.0% | +590+3.2% | Added | History |
| TGTTarget Corp | Stock | 11,893 | $1.61M | 1.1% | +243+2.1% | Added | History |
| JNJJohnson & Johnson | Stock | 11,424 | $1.65M | 1.2% | +685+6.4% | Added | History |
| PCARPaccar Inc | COM | 16,047 | $1.67M | 1.2% | +495+3.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 30,859 | $1.75M | 1.2% | +8,663+39.0% | Added | History |
| AMATApplied Materials Inc | Stock | 10,771 | $1.75M | 1.2% | −478−4.2% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,834 | $1.82M | 1.3% | +9,834 | New | – |
| WRBBerkley W R Corp | COM | 31,662 | $1.85M | 1.3% | +956+3.1% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 93,630 | $1.86M | 1.3% | +23,975+34.4% | Added | – |
| CCitigroup Inc | Stock | 27,122 | $1.91M | 1.3% | +2,212+8.9% | Added | History |
| AMGNAmgen Inc | Stock | 7,541 | $1.97M | 1.4% | +385+5.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 19,793 | $1.97M | 1.4% | +2,014+11.3% | Added | History |
| PEPPepsiCo Inc | Stock | 12,895 | $1.98M | 1.4% | −455−3.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 11,842 | $1.99M | 1.4% | +2,092+21.5% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,312 | $1.99M | 1.4% | +508+5.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 7,599 | $2.00M | 1.4% | −296−3.7% | Reduced | History |
| GLWCorning Inc | COM | 42,448 | $2.02M | 1.4% | +528+1.3% | Added | History |
| EMREmerson Electric Co | Stock | 16,480 | $2.04M | 1.4% | +850+5.4% | Added | History |
| DISWalt Disney Co | Stock | 18,757 | $2.09M | 1.5% | +1,491+8.6% | Added | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.