The Analysis of INSIGHT 2811, INC.'s Holdings
Currently, INSIGHT 2811, INC. holds 95 types of securities in its portfolio with a total value $224.4M. In the most recent quarter, they have increased their positions in AGG (+18.2K shares, valued at $1.8M), VGSH (+19.2K shares, valued at $1.1M), IVV (+1.1K shares, valued at $735.6K); decreased their positions in JPST (-27.7K shares, valued at $1.4M), BIL (-4.1K shares, valued at $375.9K), GOOG (-500 shares, valued at $121.8K); initiated new positions in JULZ (+7.8K shares, valued at $362.9K), KTOS (+3.2K shares, valued at $292.4K), VSS (+1.8K shares, valued at $254.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS810.7K shares2.43%2025-09-302025-11-06
TLT ISHARES TR260.3K shares2.40%2025-09-302025-11-06 IVV ISHARES TR32.1K shares3.54%2025-09-302025-11-06 AGG ISHARES TR198.3K shares10.08%2025-09-302025-11-06 SHY ISHARES TR212.7K shares0.16%2025-09-302025-11-06 IWD ISHARES TR61.0K shares0.33%2025-09-302025-11-06 IEFA ISHARES TR83.2K shares0.42%2025-09-302025-11-06 VGLT VANGUARD SCOTTSDALE FDS124.8K shares7.40%2025-09-302025-11-06 BIL SPDR SERIES TRUST47.9K shares-7.88%2025-09-302025-11-06 IWF ISHARES TR7.1K shares-0.37%2025-09-302025-11-06 VOOV VANGUARD ADMIRAL FDS INC13.9K shares6.24%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR4.0K shares-0.92%2025-09-302025-11-06 JPST J P MORGAN EXCHANGE TRADED F51.6K shares-34.96%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares0.04%2025-09-302025-11-06 IWP ISHARES TR16.8K shares-0.04%2025-09-302025-11-06 AAPL APPLE INC8.3K shares-3.23%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS32.1K shares5.54%2025-09-302025-11-06 MSFT MICROSOFT CORP3.4K shares0.03%2025-09-302025-11-06 ORCL ORACLE CORP5.5K shares-0.13%2025-09-302025-11-06 IWS ISHARES TR10.2K shares-0.01%2025-09-302025-11-06 FBIN FORTUNE BRANDS INNOVATIONS I23.6K shares0.00%2025-09-302025-11-06 IWO ISHARES TR3.7K shares0.11%2025-09-302025-11-06 GOOG ALPHABET INC4.8K shares-9.41%2025-09-302025-11-06 IWN ISHARES TR6.5K shares0.40%2025-09-302025-11-06 B BARRICK MNG CORP33.6K shares-6.56%2025-09-302025-11-06 VIOO VANGUARD ADMIRAL FDS INC9.4K shares6.50%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.3.3K shares-0.76%2025-09-302025-11-06 CSCO CISCO SYS INC14.0K shares0.20%2025-09-302025-11-06 SJNK SPDR SERIES TRUST36.2K shares-0.13%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON5.0K shares0.53%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS3.0K shares-3.21%2025-09-302025-11-06 IWM ISHARES TR3.3K shares-4.31%2025-09-302025-11-06 INTC INTEL CORP23.6K shares0.66%2025-09-302025-11-06 ACGL ARCH CAP GROUP LTD8.3K shares0.00%2025-09-302025-11-06 AEM AGNICO EAGLE MINES LTD4.5K shares-0.56%2025-09-302025-11-06 GOOGL ALPHABET INC3.1K shares0.19%2025-09-302025-11-06 MS MORGAN STANLEY4.6K shares0.30%2025-09-302025-11-06 BA BOEING CO3.2K shares-2.83%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC10.9K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC920 shares0.11%2025-09-302025-11-06 EXP EAGLE MATLS INC2.6K shares0.00%2025-09-302025-11-06 IHDG WISDOMTREE TR13.2K shares0.00%2025-09-302025-11-06 MCK MCKESSON CORP769 shares0.00%2025-09-302025-11-06 XME SPDR SERIES TRUST6.2K shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC6.5K shares2.11%2025-09-302025-11-06 NVDA NVIDIA CORPORATION2.9K shares-3.26%2025-09-302025-11-06 VOO VANGUARD INDEX FDS881 shares18.41%2025-09-302025-11-06 AVGO BROADCOM INC1.6K shares-11.67%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO3.4K shares-1.08%2025-09-302025-11-06 AMAT APPLIED MATLS INC2.5K shares0.00%2025-09-302025-11-06 ABBV ABBVIE INC2.1K shares0.37%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC11.2K shares-0.81%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC619 shares-6.78%2025-09-302025-11-06 NEM NEWMONT CORP5.5K shares0.00%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP911 shares0.33%2025-09-302025-11-06 BILS SPDR SERIES TRUST4.4K shares-5.18%2025-09-302025-11-06 AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC2.6K shares-0.58%2025-09-302025-11-06 TGT TARGET CORP4.6K shares12.05%2025-09-302025-11-06 ALL ALLSTATE CORP1.9K shares0.53%2025-09-302025-11-06 PEP PEPSICO INC2.6K shares9.86%2025-09-302025-11-06 VOOG VANGUARD ADMIRAL FDS INC838 shares3.97%2025-09-302025-11-06 JULZ ELEVATION SERIES TRUST7.8K sharesnew addition2025-09-302025-11-06 SHEL SHELL PLC5.0K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP1.1K shares-0.78%2025-09-302025-11-06 MBC MASTERBRAND INC26.0K shares0.00%2025-09-302025-11-06 PFE PFIZER INC12.6K shares5.10%2025-09-302025-11-06 DHR DANAHER CORPORATION1.5K shares0.53%2025-09-302025-11-06 RBLX ROBLOX CORP2.2K shares-4.41%2025-09-302025-11-06 XOM EXXON MOBIL CORP2.7K shares0.80%2025-09-302025-11-06 VXUS VANGUARD STAR FDS4.0K shares0.00%2025-09-302025-11-06 DIVZ ELEVATION SERIES TRUST8.1K shares-18.79%2025-09-302025-11-06 KTOS KRATOS DEFENSE & SEC SOLUTIO3.2K sharesnew addition2025-09-302025-11-06 IVOV VANGUARD ADMIRAL FDS INC2.9K shares6.04%2025-09-302025-11-06 IVOG VANGUARD ADMIRAL FDS INC2.4K shares5.91%2025-09-302025-11-06 VIOG VANGUARD ADMIRAL FDS INC2.4K shares6.09%2025-09-302025-11-06 VIOV VANGUARD ADMIRAL FDS INC3.0K shares6.85%2025-09-302025-11-06 IAU ISHARES GOLD TR3.8K shares-7.24%2025-09-302025-11-06 IYW ISHARES TR1.4K shares0.00%2025-09-302025-11-06 TPR TAPESTRY INC2.4K shares-2.43%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP436 shares1.16%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-09-302025-11-06 XOP SPDR SERIES TRUST1.9K shares0.00%2025-09-302025-11-06 ASB ASSOCIATED BANC CORP10.0K shares0.00%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F1.8K sharesnew addition2025-09-302025-11-06 MWA MUELLER WTR PRODS INC9.4K shares0.00%2025-09-302025-11-06 KO COCA COLA CO3.6K shares-1.38%2025-09-302025-11-06 EXPE EXPEDIA GROUP INC1.1K sharesnew addition2025-09-302025-11-06 NOVZ ELEVATION SERIES TRUST5.1K sharesnew addition2025-09-302025-11-06 TJX TJX COS INC NEW1.6K sharesnew addition2025-09-302025-11-06 VGT VANGUARD WORLD FD300 sharesnew addition2025-09-302025-11-06 AZO AUTOZONE INC52 sharesnew addition2025-09-302025-11-06 EBAY EBAY INC.2.4K sharesnew addition2025-09-302025-11-06 BP BP PLC6.1K sharesnew addition2025-09-302025-11-06 GD GENERAL DYNAMICS CORP617 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available