The Analysis of Insight Inv LLC's Holdings
Currently, Insight Inv LLC holds 112 types of securities in its portfolio with a total value $170.3M. In the most recent quarter, they have increased their positions in USMV (+11.4K shares, valued at $1.1M), QUAL (+5.2K shares, valued at $1.0M), VOO (+1.4K shares, valued at $876.9K); decreased their positions in RDVY (-7.3K shares, valued at $491.1K), IEFA (-3.9K shares, valued at $336.9K), TGT (-3.5K shares, valued at $312.2K); initiated new positions in USMV (+11.4K shares, valued at $1.1M), QUAL (+5.2K shares, valued at $1.0M), SCHD (+25.0K shares, valued at $681.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC31.4K shares3.49%2025-09-302025-10-28
MSFT MICROSOFT CORP10.0K shares-2.94%2025-09-302025-10-28 GOOGL ALPHABET INC19.0K shares7.04%2025-09-302025-10-28 RDVY FIRST TR EXCHANGE TRADED FD68.7K shares-9.61%2025-09-302025-10-28 ORCL ORACLE CORP16.4K shares-0.02%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS15.2K shares2.24%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.13.5K shares0.69%2025-09-302025-10-28 WSM WILLIAMS SONOMA INC20.4K shares-2.50%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO12.0K shares1.38%2025-09-302025-10-28 AMZN AMAZON COM INC16.9K shares-5.18%2025-09-302025-10-28 MRVL MARVELL TECHNOLOGY INC43.2K shares18.46%2025-09-302025-10-28 GLW CORNING INC42.0K shares0.41%2025-09-302025-10-28 WMT WALMART INC33.0K shares-0.59%2025-09-302025-10-28 GHC GRAHAM HLDGS CO2.7K shares4.27%2025-09-302025-10-28 FUMB FIRST TR EXCH TRADED FD III150.7K shares15.96%2025-09-302025-10-28 RTX RTX CORPORATION17.9K shares1.17%2025-09-302025-10-28 TJX TJX COS INC NEW20.8K shares5.00%2025-09-302025-10-28 AMAT APPLIED MATLS INC14.5K shares35.51%2025-09-302025-10-28 GD GENERAL DYNAMICS CORP8.7K shares14.84%2025-09-302025-10-28 MS MORGAN STANLEY18.6K shares5.35%2025-09-302025-10-28 QCOM QUALCOMM INC17.5K shares2.07%2025-09-302025-10-28 ALL ALLSTATE CORP13.1K shares1.55%2025-09-302025-10-28 CSCO CISCO SYS INC40.7K shares2.99%2025-09-302025-10-28 C CITIGROUP INC27.1K shares0.63%2025-09-302025-10-28 XOM EXXON MOBIL CORP23.9K shares1.87%2025-09-302025-10-28 WRB BERKLEY W R CORP34.7K shares8.42%2025-09-302025-10-28 CVX CHEVRON CORP NEW16.6K shares1.82%2025-09-302025-10-28 IWF ISHARES TR5.3K shares-6.24%2025-09-302025-10-28 AMGN AMGEN INC8.6K shares14.14%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS30.2K shares-4.66%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares2.38%2025-09-302025-10-28 PEP PEPSICO INC16.7K shares19.98%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON12.3K shares12.77%2025-09-302025-10-28 EMR EMERSON ELEC CO17.3K shares9.15%2025-09-302025-10-28 DIS DISNEY WALT CO19.6K shares7.30%2025-09-302025-10-28 JCI JOHNSON CTLS INTL PLC19.9K shares4.05%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO14.0K shares14.88%2025-09-302025-10-28 PNC PNC FINL SVCS GROUP INC10.4K shares6.27%2025-09-302025-10-28 IWD ISHARES TR9.8K shares-3.42%2025-09-302025-10-28 MSGS MADISON SQUARE GRDN SPRT COR8.7K shares32.75%2025-09-302025-10-28 EOG EOG RES INC17.3K shares65.50%2025-09-302025-10-28 LNC LINCOLN NATL CORP IND47.9K shares16.46%2025-09-302025-10-28 LMBS FIRST TR EXCHANGE-TRADED FD38.2K shares48.11%2025-09-302025-10-28 VOO VANGUARD INDEX FDS2.9K shares100.63%2025-09-302025-10-28 FSMB FIRST TR EXCH TRADED FD III86.7K shares8.00%2025-09-302025-10-28 PCAR PACCAR INC17.5K shares10.64%2025-09-302025-10-28 T AT&T INC59.8K shares-0.50%2025-09-302025-10-28 MRK MERCK & CO INC19.1K shares-2.57%2025-09-302025-10-28 LOW LOWES COS INC6.2K shares17.89%2025-09-302025-10-28 BP BP PLC41.7K shares6.86%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC30.2K shares6.78%2025-09-302025-10-28 LH LABCORP HOLDINGS INC4.0K shares0.59%2025-09-302025-10-28 BMY BRISTOL-MYERS SQUIBB CO24.6K shares-20.73%2025-09-302025-10-28 MDT MEDTRONIC PLC11.4K shares-19.04%2025-09-302025-10-28 USMV ISHARES TR11.4K sharesnew addition2025-09-302025-10-28 QUAL ISHARES TR5.2K sharesnew addition2025-09-302025-10-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO14.0K shares5.37%2025-09-302025-10-28 CVS CVS HEALTH CORP11.7K shares-7.28%2025-09-302025-10-28 SO SOUTHERN CO8.8K shares0.00%2025-09-302025-10-28 INTC INTEL CORP23.9K shares14.26%2025-09-302025-10-28 VCIT VANGUARD SCOTTSDALE FDS9.4K shares44.46%2025-09-302025-10-28 ELV ELEVANCE HEALTH INC FORMERLY2.4K shares-5.61%2025-09-302025-10-28 VTV VANGUARD INDEX FDS4.0K shares-8.93%2025-09-302025-10-28 TGT TARGET CORP8.0K shares-30.35%2025-09-302025-10-28 AVGO BROADCOM INC2.1K shares-4.94%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR25.0K sharesnew addition2025-09-302025-10-28 HD HOME DEPOT INC1.6K shares1.45%2025-09-302025-10-28 GOOG ALPHABET INC2.4K shares-6.58%2025-09-302025-10-28 IJH ISHARES TR8.4K shares-17.99%2025-09-302025-10-28 SDVY FIRST TR EXCHANGE-TRADED FD13.5K shares-37.14%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW548 shares-4.36%2025-09-302025-10-28 V VISA INC1.5K shares-3.70%2025-09-302025-10-28 IJJ ISHARES TR3.5K shares-6.79%2025-09-302025-10-28 MCD MCDONALDS CORP1.4K shares-0.66%2025-09-302025-10-28 IEFA ISHARES TR4.7K shares-45.24%2025-09-302025-10-28 PSLV SPROTT ASSET MANAGEMENT LP25.8K shares0.00%2025-09-302025-10-28 PSKY PARAMOUNT SKYDANCE CORP19.0K sharesnew addition2025-09-302025-10-28 ABBV ABBVIE INC1.5K shares-10.48%2025-09-302025-10-28 IJR ISHARES TR2.8K shares0.00%2025-09-302025-10-28 RGLD ROYAL GOLD INC1.5K shares-10.98%2025-09-302025-10-28 IJK ISHARES TR3.0K shares-8.09%2025-09-302025-10-28 TMO THERMO FISHER SCIENTIFIC INC590 shares-5.90%2025-09-302025-10-28 MEAR ISHARES U S ETF TR5.3K shares-27.40%2025-09-302025-10-28 NVDA NVIDIA CORPORATION1.4K shares-23.27%2025-09-302025-10-28 IWS ISHARES TR1.9K shares-5.33%2025-09-302025-10-28 FICO FAIR ISAAC CORP164 shares-1.20%2025-09-302025-10-28 VBR VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-28 DVY ISHARES TR1.7K shares0.00%2025-09-302025-10-28 PRF INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC1.1K shares-7.30%2025-09-302025-10-28 SIXG ETF SER SOLUTIONS3.7K shares-20.65%2025-09-302025-10-28 URI UNITED RENTALS INC228 sharesnew addition2025-09-302025-10-28 TXN TEXAS INSTRS INC1.2K shares0.00%2025-09-302025-10-28 IJS ISHARES TR1.8K shares-46.18%2025-09-302025-10-28 BTF VALKYRIE ETF TRUST II11.3K shares0.00%2025-09-302025-10-28 SPYG SPDR SERIES TRUST1.8K shares0.00%2025-09-302025-10-28 IVW ISHARES TR1.2K shares-6.64%2025-09-302025-10-28 IVV ISHARES TR196 shares0.00%2025-09-302025-10-28 IJT ISHARES TR762 shares-20.87%2025-09-302025-10-28 VUG VANGUARD INDEX FDS223 shares0.00%2025-09-302025-10-28 IVE ISHARES TR376 shares0.00%2025-09-302025-10-28 FTSM FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2025-09-302025-10-28 VLUE ISHARES TR488 shares0.00%2025-09-302025-10-28 VO VANGUARD INDEX FDS191 shares0.00%2025-09-302025-10-28 IWP ISHARES TR298 shares0.00%2025-09-302025-10-28 IWN ISHARES TR200 shares-38.84%2025-09-302025-10-28 SDY SPDR SERIES TRUST201 shares0.00%2025-09-302025-10-28 IWO ISHARES TR82 shares-42.66%2025-09-302025-10-28 IWM ISHARES TR108 shares-21.74%2025-09-302025-10-28 VONV VANGUARD SCOTTSDALE FDS287 shares0.00%2025-09-302025-10-28 FTXN FIRST TR EXCHANGE TRADED FD201 shares0.00%2025-09-302025-10-28 EEM ISHARES TR73 shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available