Sponsored

The Analysis of INSIGHT 2811, INC.'s Holdings & P&L

Currently, INSIGHT 2811, INC. holds 98 types of securities in its portfolio with a total value $230.0M. In the most recent quarter, they have increased their positions in VGSH (+27.7K shares, valued at $1.6M), TLT (+14.9K shares, valued at $1.3M), AGG (+8.9K shares, valued at $883.2K); decreased their positions in IWM (-515 shares, valued at $127.7K), IWF (-242 shares, valued at $103.2K), NEM (-808 shares, valued at $87.5K); initiated new positions in ROST (+1.1K shares, valued at $229.9K), N/A (+4.2K shares, valued at $223.6K), KMI (+6.5K shares, valued at $217.9K).

1M P&L

-5.6M-2.35%

3M P&L

-9.7M-4.01%

HY P&L

-3.2M-1.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.6M

86.7%

2Capital Markets2.7M

1.2%

3Aerospace & Defense2.0M

0.9%

Top Industries by Stock Count

1N/A34 stocks

39.1%

2Aerospace & Defense5 stocks

5.7%

3Oil & Gas Integrated3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGSH VANGUARD SCOTTSDALE FDS851.4K shares3.36%2026-03-312026-05-07

TLT ISHARES TR271.2K shares5.81%2026-03-312026-05-07

IVV ISHARES TR33.1K shares2.98%2026-03-312026-05-07

AGG ISHARES TR212.3K shares4.37%2026-03-312026-05-07

SHY ISHARES TR211.2K shares1.36%2026-03-312026-05-07

IWD ISHARES TR59.7K shares2.12%2026-03-312026-05-07

VGLT VANGUARD SCOTTSDALE FDS135.2K shares5.13%2026-03-312026-05-07

IEFA ISHARES TR80.4K shares1.80%2026-03-312026-05-07

Sponsored

BIL SPDR SERIES TRUST49.4K shares-1.31%2026-03-312026-05-07

VOOV VANGUARD ADMIRAL FDS INC14.8K shares3.83%2026-03-312026-05-07

IWF ISHARES TR6.5K shares-3.57%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T4.0K shares1.65%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares-3.27%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS33.6K shares2.78%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F42.3K shares-3.88%2026-03-312026-05-07

IWP ISHARES TR16.5K shares0.68%2026-03-312026-05-07

Sponsored

AAPL APPLE INC7.7K shares0.17%2026-03-312026-05-07

IWS ISHARES TR10.2K shares2.04%2026-03-312026-05-07

BARRICK MNG CORP BARRICK MNG CORP34.1K shares1.27%2026-03-312026-05-07

ALPHABET INC ALPHABET INC4.8K shares1.56%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO4.6K shares19.56%2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP14.3K shares-0.13%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON5.1K shares2.28%2026-03-312026-05-07

IWN ISHARES TR6.2K shares0.68%2026-03-312026-05-07

Sponsored

CSCO CISCO SYS INC15.0K shares3.89%2026-03-312026-05-07

MSFT MICROSOFT CORP3.1K shares0.19%2026-03-312026-05-07

IWO ISHARES TR3.6K shares0.71%2026-03-312026-05-07

VIOO VANGUARD ADMIRAL FDS INC9.5K shares1.00%2026-03-312026-05-07

INTC INTEL CORP23.0K shares-3.27%2026-03-312026-05-07

SJNK SPDR SERIES TRUST38.2K shares4.12%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.2K shares2.40%2026-03-312026-05-07

FBIN FORTUNE BRANDS INNOVATIONS I23.6K shares0.00%2026-03-312026-05-07

Sponsored

AEM AGNICO EAGLE MINES LTD4.4K shares-0.41%2026-03-312026-05-07

AMAT APPLIED MATLS INC2.5K shares-1.87%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares31.60%2026-03-312026-05-07

ORCL ORACLE CORP5.5K shares0.80%2026-03-312026-05-07

ACGL ARCH CAP GROUP LTD8.3K shares0.00%2026-03-312026-05-07

MS MORGAN STANLEY4.8K shares3.55%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-0.20%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC5.7K shares-10.50%2026-03-312026-05-07

Sponsored

XME SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC13.3K shares1.43%2026-03-312026-05-07

BA BOEING CO3.3K shares4.19%2026-03-312026-05-07

MCK MCKESSON CORP764 shares0.00%2026-03-312026-05-07

IWM ISHARES TR2.6K shares-16.53%2026-03-312026-05-07

IHDG WISDOMTREE TR13.2K shares0.00%2026-03-312026-05-07

META META PLATFORMS INC1.1K shares0.00%2026-03-312026-05-07

TGT TARGET CORP4.9K shares4.97%2026-03-312026-05-07

Sponsored

LMT LOCKHEED MARTIN CORP947 shares3.95%2026-03-312026-05-07

BROADCOM INC BROADCOM INC1.7K shares8.30%2026-03-312026-05-07

PG PROCTER & GAMBLE CO3.6K shares8.48%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC619 shares0.00%2026-03-312026-05-07

PEP PEPSICO INC3.3K shares18.52%2026-03-312026-05-07

NEM NEWMONT CORP4.7K shares-14.76%2026-03-312026-05-07

EXP EAGLE MATLS INC2.5K shares-3.82%2026-03-312026-05-07

ABBV ABBVIE INC2.2K shares1.21%2026-03-312026-05-07

Sponsored

XOM EXXON MOBIL CORP2.7K shares0.60%2026-03-312026-05-07

SHEL SHELL PLC4.9K shares0.00%2026-03-312026-05-07

ALL ALLSTATE CORP2.1K shares12.57%2026-03-312026-05-07

BILS SPDR SERIES TRUST4.5K shares1.82%2026-03-312026-05-07

NVDA NVIDIA CORPORATION2.5K shares-7.37%2026-03-312026-05-07

QCOM QUALCOMM INC3.3K shares26.82%2026-03-312026-05-07

MCD MCDONALDS CORP1.2K shares2.88%2026-03-312026-05-07

XOP SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-05-07

Sponsored

VOOG VANGUARD ADMIRAL FDS INC867 shares2.85%2026-03-312026-05-07

TPR TAPESTRY INC2.4K shares0.00%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR3.8K shares0.00%2026-03-312026-05-07

VIOV VANGUARD ADMIRAL FDS INC3.2K shares3.23%2026-03-312026-05-07

IVOG VANGUARD ADMIRAL FDS INC2.6K shares3.26%2026-03-312026-05-07

BP BP PLC6.8K shares8.53%2026-03-312026-05-07

VIOG VANGUARD ADMIRAL FDS INC2.5K shares3.70%2026-03-312026-05-07

IVOV VANGUARD ADMIRAL FDS INC3.1K shares4.03%2026-03-312026-05-07

Sponsored

NOC NORTHROP GRUMMAN CORP457 shares3.16%2026-03-312026-05-07

VXUS VANGUARD STAR FDS4.0K shares0.00%2026-03-312026-05-07

AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-05-07

DHR DANAHER CORP DEL1.5K shares-0.07%2026-03-312026-05-07

HII HUNTINGTON INGALLS INDS INC715 shares6.40%2026-03-312026-05-07

MWA MUELLER WTR PRODS INC9.4K shares0.00%2026-03-312026-05-07

IYW ISHARES TR1.4K shares0.00%2026-03-312026-05-07

Sponsored

KO COCA COLA CO3.3K shares-1.33%2026-03-312026-05-07

EXPE EXPEDIA GROUP INC1.1K shares0.00%2026-03-312026-05-07

TJX TJX COS INC NEW1.6K shares0.00%2026-03-312026-05-07

CAH CARDINAL HEALTH INC1.1K shares2.74%2026-03-312026-05-07

ROST ROSS STORES INC1.1K sharesnew addition2026-03-312026-05-07

KTOS KRATOS DEFENSE & SEC SOLUTIO3.2K shares0.00%2026-03-312026-05-07

MFC MANULIFE FINL CORP6.5K shares0.00%2026-03-312026-05-07

ALPS ETF TR ALPS ETF TR4.2K sharesnew addition2026-03-312026-05-07

Sponsored

KMI KINDER MORGAN INC DEL6.5K sharesnew addition2026-03-312026-05-07

MBC MASTERBRAND INC26.0K shares0.00%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP617 shares0.00%2026-03-312026-05-07

EBAY EBAY INC.2.3K shares-4.17%2026-03-312026-05-07

VGT VANGUARD WORLD FD300 shares0.00%2026-03-312026-05-07

ASB ASSOCIATED BANC-CORP8.0K shares-20.00%2026-03-312026-05-07

BAX BAXTER INTL INC10.3K sharesnew addition2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR293 sharesnew addition2026-03-312026-05-07

Sponsored

NAGE NIAGEN BIOSCIENCE INC22.8K shares0.00%2026-03-312026-05-07

PTLO PORTILLOS INC16.1K shares-35.46%2026-03-312026-05-07

VGSH

VANGUARD SCOTTSDALE FDS

3.36%

Shares851.4K

Event2026-03-31

Filed2026-05-07

TLT

ISHARES TR

5.81%

Shares271.2K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

2.98%

Shares33.1K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

4.37%

Shares212.3K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

1.36%

Shares211.2K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

2.12%

Shares59.7K

Event2026-03-31

Filed2026-05-07

VGLT

VANGUARD SCOTTSDALE FDS

5.13%

Shares135.2K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

1.80%

Shares80.4K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

-1.31%

Shares49.4K

Event2026-03-31

Filed2026-05-07

VOOV

VANGUARD ADMIRAL FDS INC

3.83%

Shares14.8K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

-3.57%

Shares6.5K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

1.65%

Shares4.0K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-3.27%

Shares5.0K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

2.78%

Shares33.6K

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

-3.88%

Shares42.3K

Event2026-03-31

Filed2026-05-07

IWP

ISHARES TR

0.68%

Shares16.5K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

0.17%

Shares7.7K

Event2026-03-31

Filed2026-05-07

IWS

ISHARES TR

2.04%

Shares10.2K

Event2026-03-31

Filed2026-05-07

BARRICK MNG CORP

1.27%

Shares34.1K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

1.56%

Shares4.8K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

19.56%

Shares4.6K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

-0.13%

Shares14.3K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

2.28%

Shares5.1K

Event2026-03-31

Filed2026-05-07

IWN

ISHARES TR

0.68%

Shares6.2K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

3.89%

Shares15.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

0.19%

Shares3.1K

Event2026-03-31

Filed2026-05-07

IWO

ISHARES TR

0.71%

Shares3.6K

Event2026-03-31

Filed2026-05-07

VIOO

VANGUARD ADMIRAL FDS INC

1.00%

Shares9.5K

Event2026-03-31

Filed2026-05-07

INTC

INTEL CORP

-3.27%

Shares23.0K

Event2026-03-31

Filed2026-05-07

SJNK

SPDR SERIES TRUST

4.12%

Shares38.2K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.40%

Shares3.2K

Event2026-03-31

Filed2026-05-07

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-07

AEM

AGNICO EAGLE MINES LTD

-0.41%

Shares4.4K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC

-1.87%

Shares2.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

31.60%

Shares1.4K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

0.80%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ACGL

ARCH CAP GROUP LTD

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-07

MORGAN STANLEY

3.55%

Shares4.8K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

-0.20%

Shares3.0K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

-10.50%

Shares5.7K

Event2026-03-31

Filed2026-05-07

XME

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

1.43%

Shares13.3K

Event2026-03-31

Filed2026-05-07

BOEING CO

4.19%

Shares3.3K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

0.00%

Shares764

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-16.53%

Shares2.6K

Event2026-03-31

Filed2026-05-07

IHDG

WISDOMTREE TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

TGT

TARGET CORP

4.97%

Shares4.9K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

3.95%

Shares947

Event2026-03-31

Filed2026-05-07

BROADCOM INC

8.30%

Shares1.7K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

8.48%

Shares3.6K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

0.00%

Shares619

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

18.52%

Shares3.3K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP

-14.76%

Shares4.7K

Event2026-03-31

Filed2026-05-07

EXP

EAGLE MATLS INC

-3.82%

Shares2.5K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

1.21%

Shares2.2K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

0.60%

Shares2.7K

Event2026-03-31

Filed2026-05-07

SHEL

SHELL PLC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-07

ALL

ALLSTATE CORP

12.57%

Shares2.1K

Event2026-03-31

Filed2026-05-07

BILS

SPDR SERIES TRUST

1.82%

Shares4.5K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-7.37%

Shares2.5K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

26.82%

Shares3.3K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

2.88%

Shares1.2K

Event2026-03-31

Filed2026-05-07

XOP

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-07

VOOG

VANGUARD ADMIRAL FDS INC

2.85%

Shares867

Event2026-03-31

Filed2026-05-07

TPR

TAPESTRY INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-07

VIOV

VANGUARD ADMIRAL FDS INC

3.23%

Shares3.2K

Event2026-03-31

Filed2026-05-07

IVOG

VANGUARD ADMIRAL FDS INC

3.26%

Shares2.6K

Event2026-03-31

Filed2026-05-07

BP PLC

8.53%

Shares6.8K

Event2026-03-31

Filed2026-05-07

VIOG

VANGUARD ADMIRAL FDS INC

3.70%

Shares2.5K

Event2026-03-31

Filed2026-05-07

IVOV

VANGUARD ADMIRAL FDS INC

4.03%

Shares3.1K

Event2026-03-31

Filed2026-05-07

NOC

NORTHROP GRUMMAN CORP

3.16%

Shares457

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-07

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP DEL

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-07

HII

HUNTINGTON INGALLS INDS INC

6.40%

Shares715

Event2026-03-31

Filed2026-05-07

MWA

MUELLER WTR PRODS INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-1.33%

Shares3.3K

Event2026-03-31

Filed2026-05-07

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

CAH

CARDINAL HEALTH INC

2.74%

Shares1.1K

Event2026-03-31

Filed2026-05-07

ROST

ROSS STORES INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-07

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-07

MFC

MANULIFE FINL CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-07

ALPS ETF TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC DEL

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

MBC

MASTERBRAND INC

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP

0.00%

Shares617

Event2026-03-31

Filed2026-05-07

EBAY

EBAY INC.

-4.17%

Shares2.3K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

0.00%

Shares300

Event2026-03-31

Filed2026-05-07

ASB

ASSOCIATED BANC-CORP

-20.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

BAX

BAXTER INTL INC

New

Shares10.3K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

New

Shares293

Event2026-03-31

Filed2026-05-07

NAGE

NIAGEN BIOSCIENCE INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-05-07

PTLO

PORTILLOS INC

-35.46%

Shares16.1K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T10.0K shares17.65%2026-03-312026-05-07

INVESCO QQQ TR Put PutINVESCO QQQ TR3.2K sharesnew addition2026-03-312026-05-07

XLK Put PutSELECT SECTOR SPDR TR5.6K shares-62.67%2026-03-312026-05-07

SPY Put

STATE STR SPDR S&P 500 ETF T

17.65%

Shares10.0K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-07

XLK Put

SELECT SECTOR SPDR TR

-62.67%

Shares5.6K

Event2026-03-31

Filed2026-05-07