Insight 2811, Inc. Top Holdings and 13F Report (2025) About Insight 2811, Inc.Investment ActivityInsight 2811, Inc. has $194.23 million in total holdings as of December 31, 2024.Insight 2811, Inc. owns shares of 88 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.79% of the portfolio was purchased this quarter.About 7.25% of the portfolio was sold this quarter.This quarter, Insight 2811, Inc. has purchased 89 new stocks and bought additional shares in 24 stocks.Insight 2811, Inc. sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $43,660,554iShares 20+ Year Treasury Bond ETF $22,385,823iShares 1-3 Year Treasury Bond ETF $17,857,130iShares Core U.S. Aggregate Bond ETF $13,964,497iShares Core S&P 500 ETF $12,537,666 Largest New Holdings this Quarter Vanguard S&P Small-Cap 600 ETF $955,436 HoldingJ P MORGAN EXCHANGE TRADED F $506,557 HoldingPacer US Large Cap Cash Cows Growth Leaders ETF $410,272 HoldingExpedia Group $204,963 HoldingPortillo's $117,415 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 63,613 shares (about $5.56M)iShares Core U.S. Aggregate Bond ETF 18,091 shares (about $1.75M)SPDR S&P 500 ETF Trust 6,461 shares (about $1.61M)Vanguard Long-Term Treasury Index ETF 26,669 shares (about $1.48M)iShares Core S&P 500 ETF 2,458 shares (about $1.45M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 76,065 shares (about $6.24M)JPMorgan Ultra-Short Income ETF 81,969 shares (about $4.13M)Vanguard Short-Term Treasury Index ETF 10,694 shares (about $622.18K)iShares Russell 1000 Value ETF 1,331 shares (about $246.41K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 2,617 shares (about $239.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight 2811, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$43,660,554$622,177 ▼-1.4%750,43922.5%ETFTLTiShares 20+ Year Treasury Bond ETF$22,385,823$5,555,323 ▲33.0%256,33611.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$17,857,130$6,235,809 ▼-25.9%217,8239.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$13,964,497$1,753,023 ▲14.4%144,1127.2%FinanceIVViShares Core S&P 500 ETF$12,537,666$1,447,039 ▲13.0%21,2976.5%ETFIWDiShares Russell 1000 Value ETF$11,546,768$246,409 ▼-2.1%62,3715.9%ETFIEFAiShares Core MSCI EAFE ETF$5,995,435$146,746 ▼-2.4%85,3073.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,050,776$239,272 ▼-4.5%55,2422.6%ETFJPSTJPMorgan Ultra-Short Income ETF$4,938,451$4,128,800 ▼-45.5%98,0432.5%ETFVGLTVanguard Long-Term Treasury Index ETF$4,675,118$1,476,140 ▲46.1%84,4642.4%ETFIWFiShares Russell 1000 Growth ETF$3,066,465$139,750 ▼-4.4%7,6361.6%ETFSPYSPDR S&P 500 ETF Trust$2,643,342$1,609,673 ▲155.7%10,6101.4%FinanceBRK.BBerkshire Hathaway$2,449,072$47,594 ▲2.0%5,4031.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,219,393$31,688 ▼-1.4%17,5101.1%ETFAAPLApple$2,181,909$101,921 ▼-4.5%8,7131.1%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$1,833,845$216,615 ▲13.4%9,9390.9%ETFFBINFortune Brands Innovations$1,610,6750.0%23,5720.8%Retail/WholesaleMSFTMicrosoft$1,465,134$843 ▼-0.1%3,4760.8%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$1,342,032$28,584 ▲2.2%10,3760.7%ETFVEAVanguard FTSE Developed Markets ETF$1,130,895$146,377 ▲14.9%23,6490.6%ETFIWOiShares Russell 2000 Growth ETF$1,095,155$35,690 ▼-3.2%3,8050.6%ETFIWNiShares Russell 2000 Value ETF$1,082,373$36,282 ▼-3.2%6,5930.6%ETFGOOGAlphabet$961,348$3,809 ▼-0.4%5,0480.5%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$955,436$955,436 ▲New Holding9,0100.5%ETFORCLOracle$910,438$48,330 ▼-5.0%5,4630.5%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$889,861$11,868 ▲1.4%35,2420.5%ETFCSCOCisco Systems$841,084$37,061 ▼-4.2%14,2070.4%Computer and TechnologyACGLArch Capital Group$778,603$86,809 ▼-10.0%8,4310.4%FinanceJPMJPMorgan Chase & Co.$766,113$2,397 ▲0.3%3,1960.4%FinanceJNJJohnson & Johnson$765,329$13,016 ▲1.7%5,2920.4%MedicalMRKMerck & Co., Inc.$756,844$10,445 ▲1.4%7,6080.4%MedicalIBMInternational Business Machines$752,698$6,595 ▼-0.9%3,4240.4%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$732,223$44,618 ▼-5.7%7,3850.4%ETFIWMiShares Russell 2000 ETF$719,667$403,252 ▲127.4%3,2570.4%FinanceMDLZMondelez International$662,0470.0%11,0840.3%Consumer StaplesEXPEagle Materials$653,914$24,676 ▼-3.6%2,6500.3%ConstructionPGProcter & Gamble$644,950$2,179 ▼-0.3%3,8470.3%Consumer StaplesMSMorgan Stanley$584,849$8,800 ▼-1.5%4,6520.3%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$574,6300.0%13,2190.3%FinanceGOLDBarrick Gold$571,516$24,738 ▼-4.1%36,8720.3%Basic MaterialsMETAMeta Platforms$556,235$13,467 ▼-2.4%9500.3%Computer and TechnologyGOOGLAlphabet$553,892$2,461 ▲0.4%2,9260.3%Computer and TechnologyBABoeing$551,444$136,135 ▲32.8%3,1150.3%AerospaceVZVerizon Communications$517,231$9,998 ▼-1.9%12,9340.3%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$506,557$506,557 ▲New Holding8,1650.3%HEDGED EQUITY LALMTLockheed Martin$449,980$18,952 ▼-4.0%9260.2%AerospaceJULZTrueShares Structured Outcome (July) ETF$445,326$707 ▼-0.2%10,7010.2%ETFTGTTarget$442,444$20,007 ▲4.7%3,2730.2%Retail/WholesaleMCKMcKesson$438,261$41,034 ▼-8.6%7690.2%MedicalAMATApplied Materials$427,717$39,031 ▼-8.4%2,6300.2%Computer and TechnologyNVDANVIDIA$422,611$13,563 ▼-3.1%3,1470.2%Computer and TechnologyQCOMQUALCOMM$415,542$97,549 ▼-19.0%2,7050.2%Computer and TechnologyCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$410,272$410,272 ▲New Holding12,8050.2%ETFAJGArthur J. Gallagher & Co.$397,3900.0%1,4000.2%FinanceDIVZTrueShares Low Volatility Equity Income ETF$395,516$93,597 ▼-19.1%12,3560.2%ETFGSThe Goldman Sachs Group$394,535$18,324 ▼-4.4%6890.2%FinanceALLAllstate$393,292$21,014 ▼-5.1%2,0400.2%FinanceABBVAbbVie$387,297$711 ▲0.2%2,1790.2%MedicalMBCMasterBrand$379,5970.0%25,9820.2%Consumer DiscretionaryAEMAgnico Eagle Mines$373,531$30,971 ▼-7.7%4,7760.2%Basic MaterialsXMESPDR S&P Metals & Mining ETF$353,099$29,170 ▼-7.6%6,2220.2%ETFDHRDanaher$352,035$67,973 ▼-16.2%1,5330.2%MedicalMCDMcDonald's$350,477$1,449 ▲0.4%1,2090.2%Retail/WholesalePEPPepsiCo$340,614$20,376 ▲6.4%2,2400.2%Consumer StaplesSHELShell$310,118$44,857 ▼-12.6%4,9500.2%EnergyINTCIntel$304,078$111,578 ▼-26.8%15,1660.2%Computer and TechnologyPFEPfizer$302,9460.0%11,4190.2%MedicalXOMExxon Mobil$291,580$2,152 ▲0.7%2,7100.2%EnergyJEPIJPMorgan Equity Premium Income ETF$268,0900.0%4,6600.1%ETFVOOVanguard S&P 500 ETF$264,0170.0%4900.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$257,989$17,473 ▼-6.3%1,9490.1%ETFCMCSAComcast$249,4240.0%6,6460.1%Consumer DiscretionaryVOOGVanguard S&P 500 Growth ETF$240,501$23,794 ▲11.0%6570.1%ETFNOVZTrueShares Structured Outcome (November) ETF$239,5060.0%5,9610.1%ETFASBAssociated Banc$239,0000.0%10,0000.1%FinanceVXUSVanguard Total International Stock ETF$236,7220.0%4,0170.1%ETFKOCoca-Cola$232,417$809 ▲0.3%3,7330.1%Consumer StaplesFISFidelity National Information Services$230,8410.0%2,8580.1%Business ServicesDTEDTE Energy$229,4250.0%1,9000.1%UtilitiesFEBZTrueShares Structured Outcome (February) ETF$227,3550.0%6,6130.1%ETFIYWiShares U.S. Technology ETF$224,9230.0%1,4100.1%ManufacturingNEMNewmont$221,608$14,888 ▼-6.3%5,9540.1%Basic MaterialsMWAMueller Water Products$211,534$15,908 ▼-7.0%9,4010.1%IndustrialsDECZTrueShares Structured Outcome (December) ETF$210,3280.0%5,6830.1%ETFIAUiShares Gold Trust$205,219$23,517 ▼-10.3%4,1450.1%FinanceEXPEExpedia Group$204,963$204,963 ▲New Holding1,1000.1%Retail/WholesaleNOCNorthrop Grumman$203,672$2,816 ▲1.4%4340.1%AerospacePTLOPortillo's$117,415$117,415 ▲New Holding12,4910.1%Retail/WholesaleJNPRJuniper Networks$0$234,855 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$207,868 ▼-100.0%00.0%Retail/WholesaleIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$207,864 ▼-100.0%00.0%ManufacturingEBAYeBay$0$205,097 ▼-100.0%00.0%Retail/WholesaleGUNRFlexShares Global Upstream Natural Resources Index Fund$0$201,919 ▼-100.0%00.0%ETFGGBGerdau$0$38,637 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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