Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 133
- +9 vs. Q4 2024
- Portfolio value
- $145.4M
- +$1.75M (+1.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 14 | $1.19K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 90 | $3.93K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 201 | $6.09K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $6.31K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $8.71K | <0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 87 | $9.66K | <0.1% | 00.0% | Unchanged | – |
| CMECME Group Inc. | COM | 10,221 | $10.2K | <0.1% | +10,221 | New | History |
| AMTAmerican Tower Corp | REIT | 11,356 | $11.4K | <0.1% | +11,356 | New | History |
| METMetlife Inc | Stock | 15,830 | $15.8K | <0.1% | +15,830 | New | History |
| NFLXNetflix Inc | Stock | 12,884 | $17.5K | <0.1% | +12,884 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 230 | $18.8K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 19,096 | $19.1K | <0.1% | +19,096 | New | History |
| LULUlululemon athletica inc. | Stock | 11,858 | $20.3K | <0.1% | +11,858 | New | History |
| PWRQuanta Services, Inc. | COM | 19,425 | $21.7K | <0.1% | +19,425 | New | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $23.7K | <0.1% | 00.0% | Unchanged | – |
| ABEVAmbev S.A. | SPONSORED ADR | 11,547 | $26.9K | <0.1% | −2,022−14.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 138 | $27.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 298 | $35.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 143 | $36.5K | <0.1% | −46−24.3% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 20,203 | $47.1K | <0.1% | +20,203 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $49.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46432F388 | MSCI USA VALUE | 488 | $52.0K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 11,267 | $58.7K | <0.1% | +11,267 | New | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,175 | $70.3K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $71.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $75.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 527 | $79.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $82.7K | 0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 12,193 | $84.4K | 0.1% | +12,193 | New | History |
| ASMLASML Holding NV | ADR | 10,107 | $88.2K | 0.1% | +10,107 | New | History |
| KOCoca Cola Co | Stock | 12,978 | $110.0K | 0.1% | +12,978 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 196 | $110.1K | 0.1% | +73+59.3% | Added | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $112.1K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $118.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $119.9K | 0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 13,110 | $132.3K | 0.1% | +13,110 | New | History |
| UNHUnitedHealth Group Inc | Stock | 20,304 | $183.4K | 0.1% | +20,001+6,601.0% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,790 | $202.6K | 0.1% | +1,790 | New | History |
| UNPUnion Pacific Corp | Stock | 8,533 | $203.1K | 0.1% | +8,533 | New | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $210.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $212.9K | 0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 16,497 | $222.2K | 0.2% | +15,346+1,333.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $223.2K | 0.2% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 19,339 | $235.3K | 0.2% | +9,999+107.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 19,381 | $236.4K | 0.2% | +18,255+1,621.2% | Added | History |
| AONAon plc | CL A | 597 | $238.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $248.2K | 0.2% | 00.0% | Unchanged | – |
| Paramount Global92556H206 | CL B | 20,860 | $249.5K | 0.2% | +425+2.1% | Added | – |
| ADBEAdobe Inc. | Stock | 7,763 | $251.8K | 0.2% | +7,234+1,367.5% | Added | History |
| NVDANVIDIA Corp | Stock | 12,136 | $257.3K | 0.2% | +9,792+417.7% | Added | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 8,228 | $257.6K | 0.2% | −6,825−45.3% | Reduced | – |
| RGLDRoyal Gold Inc | Stock | 1,685 | $275.5K | 0.2% | −75−4.3% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $280.5K | 0.2% | 00.0% | Unchanged | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $298.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $300.7K | 0.2% | 00.0% | Unchanged | – |
| FICOFair Isaac Corp | COM | 166 | $306.1K | 0.2% | +28+20.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $317.5K | 0.2% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $328.6K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $341.3K | 0.2% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 1,721 | $360.6K | 0.2% | +19+1.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,759 | $431.0K | 0.3% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 15,615 | $448.7K | 0.3% | +14,224+1,022.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,715 | $454.6K | 0.3% | +595+28.1% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $460.8K | 0.3% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 21,129 | $479.8K | 0.3% | +745+3.7% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,511 | $532.3K | 0.4% | −100−1.5% | Reduced | – |
| VVisa Inc. | Stock | 15,029 | $571.7K | 0.4% | +13,436+843.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,230 | $596.9K | 0.4% | +550+5.7% | Added | – |
| HDHome Depot, Inc. | Stock | 1,630 | $597.4K | 0.4% | +50+3.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 14,814 | $625.1K | 0.4% | +14,100+1,974.8% | Added | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $643.1K | 0.4% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,607 | $651.1K | 0.4% | +670+8.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,336 | $686.6K | 0.5% | +142+11.9% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $719.4K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $764.4K | 0.5% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 9,030 | $830.3K | 0.6% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 13,106 | $887.9K | 0.6% | −55−0.4% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 4,046 | $941.7K | 0.6% | +187+4.8% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,370 | $952.2K | 0.7% | +10,605+121.0% | Added | – |
| CTSHCognizant Technology Solutions Corp | CL A | 13,225 | $1.01M | 0.7% | +74+0.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 2,567 | $1.12M | 0.8% | +10+0.4% | Added | History |
| LOWLowes Companies Inc | Stock | 5,367 | $1.25M | 0.9% | +65+1.2% | Added | History |
| TGTTarget Corp | Stock | 12,091 | $1.26M | 0.9% | +198+1.7% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,558 | $1.28M | 0.9% | +8+0.1% | Added | History |
| VZVerizon Communications Inc | Stock | 46,933 | $1.29M | 0.9% | +19,532+71.3% | Added | History |
| EOGEOG Resources Inc | Stock | 10,563 | $1.35M | 0.9% | +737+7.5% | Added | History |
| BPBP PLC | ADR | 40,301 | $1.36M | 0.9% | −1,515−3.6% | Reduced | History |
| MDTMedtronic plc | Stock | 27,456 | $1.38M | 0.9% | +12,550+84.2% | Added | History |
| LNCLincoln National Corp | COM | 41,110 | $1.48M | 1.0% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 16,047 | $1.56M | 1.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 19,800 | $1.59M | 1.1% | +1,000+5.3% | Added | History |
| AMATApplied Materials Inc | Stock | 10,963 | $1.59M | 1.1% | +192+1.8% | Added | History |
| TAT&T Inc. | Stock | 59,667 | $1.69M | 1.2% | −90−0.2% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,123 | $1.78M | 1.2% | −189−1.8% | Reduced | History |
| DISWalt Disney Co | Stock | 18,316 | $1.81M | 1.2% | −441−2.4% | Reduced | History |
| EMREmerson Electric Co | Stock | 16,625 | $1.82M | 1.3% | +145+0.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 34,780 | $1.83M | 1.3% | +14,987+75.7% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 92,560 | $1.84M | 1.3% | −1,070−1.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 27,544 | $1.89M | 1.3% | +16,120+141.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,117 | $1.90M | 1.3% | +283+2.9% | Added | – |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $231.0K | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 465 | $226.0K | 0.2% | History |
| URIUnited Rentals, Inc. | COM | 207 | $145.8K | 0.1% | History |
| MAMastercard Inc | Stock | 46 | $24.2K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 74 | $15.6K | <0.1% | History |
| VFCV F Corp | Stock | 34 | $730 | <0.1% | History |