Insight Inv LLC Top Holdings and 13F Report (2024) About Insight Inv LLCInvestment ActivityInsight Inv LLC has $119.19 million in total holdings as of September 30, 2024.Insight Inv LLC owns shares of 89 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Insight Inv LLC has purchased 88 new stocks and bought additional shares in 16 stocks.Insight Inv LLC sold shares of 45 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $6,757,000Microsoft $4,112,377Williams-Sonoma $3,387,481American Express $3,249,247Amazon.com $3,128,481 Largest New Holdings this Quarter UnitedHealth Group $88,287 Holding Largest Purchases this Quarter Williams-Sonoma 9,803 shares (about $1.52M)W. R. Berkley 10,211 shares (about $579.27K)Broadcom 1,755 shares (about $302.74K)Exxon Mobil 785 shares (about $92.02K)UnitedHealth Group 151 shares (about $88.29K) Largest Sales this Quarter Walmart 4,565 shares (about $368.62K)First Trust Short Duration Managed Municipal ETF 17,250 shares (about $345.17K)Vanguard Short-Term Corporate Bond ETF 3,365 shares (about $267.25K)Vanguard Intermediate-Term Corporate Bond ETF 3,125 shares (about $261.72K)Applied Materials 985 shares (about $199.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Inv LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,757,000$57,085 ▼-0.8%29,0005.7%Computer and TechnologyMSFTMicrosoft$4,112,3770.0%9,5573.5%Computer and TechnologyWSMWilliams-Sonoma$3,387,481$1,518,681 ▲81.3%21,8662.8%Retail/WholesaleAXPAmerican Express$3,249,247$162,720 ▼-4.8%11,9812.7%FinanceAMZNAmazon.com$3,128,481$23,291 ▼-0.7%16,7902.6%Retail/WholesaleIBMInternational Business Machines$3,118,112$127,121 ▼-3.9%14,1042.6%Computer and TechnologyORCLOracle$2,975,695$97,980 ▼-3.2%17,4632.5%Computer and TechnologyQCOMQUALCOMM$2,792,391$102,880 ▼-3.6%16,4212.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,791,997$165,525 ▼-5.6%13,2412.3%FinanceGOOGLAlphabet$2,769,695$57,218 ▲2.1%16,7002.3%Computer and TechnologyWMTWalmart$2,729,431$368,624 ▼-11.9%33,8012.3%Retail/WholesaleMRVLMarvell Technology$2,623,004$108,180 ▼-4.0%36,3702.2%Business ServicesALLAllstate$2,453,208$142,928 ▼-5.5%12,8732.1%FinanceCVXChevron$2,438,791$24,300 ▼-1.0%16,5602.0%Oils/EnergyTJXTJX Companies$2,425,203$11,754 ▲0.5%20,6332.0%Retail/WholesaleXOMExxon Mobil$2,412,505$92,018 ▲4.0%20,5812.0%Oils/EnergyGDGeneral Dynamics$2,385,869$49,863 ▼-2.0%7,8952.0%AerospaceAMGNAmgen$2,305,735$22,555 ▼-1.0%7,1561.9%MedicalAMATApplied Materials$2,272,860$199,019 ▼-8.1%11,2491.9%Computer and TechnologyPEPPepsiCo$2,270,168$34,010 ▲1.5%13,3501.9%Consumer StaplesBRK.BBerkshire Hathaway$2,267,241$69,039 ▲3.1%4,9261.9%FinanceGHCGraham$2,160,3020.0%2,6291.8%Consumer DiscretionaryRTXRTX$2,126,237$30,290 ▲1.4%17,5491.8%AerospaceCSCOCisco Systems$2,059,188$78,499 ▼-3.7%38,6921.7%Computer and TechnologyMRKMerck & Co., Inc.$2,032,673$14,863 ▼-0.7%17,7791.7%MedicalGLWCorning$1,892,688$20,543 ▼-1.1%41,9201.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,890,355$267,248 ▼-12.4%23,8021.6%ETFTGTTarget$1,815,769$7,014 ▼-0.4%11,6501.5%Retail/WholesalePNCThe PNC Financial Services Group$1,812,269$14,788 ▼-0.8%9,8041.5%FinanceMSMorgan Stanley$1,776,458$27,624 ▼-1.5%17,0421.5%FinanceWRBW. R. Berkley$1,741,951$579,270 ▲49.8%30,7061.5%FinanceJNJJohnson & Johnson$1,740,362$11,344 ▼-0.6%10,7391.5%MedicalEMREmerson Electric$1,709,453$12,031 ▼-0.7%15,6301.4%Industrial ProductsPGProcter & Gamble$1,688,700$63,911 ▲3.9%9,7501.4%Consumer StaplesDISWalt Disney$1,660,817$19,719 ▼-1.2%17,2661.4%Consumer DiscretionaryCCitigroup$1,559,366$111,115 ▼-6.7%24,9101.3%FinancePCARPACCAR$1,534,671$17,269 ▲1.1%15,5521.3%Auto/Tires/TrucksISRGIntuitive Surgical$1,434,5080.0%2,9201.2%MedicalJCIJohnson Controls International$1,420,016$42,889 ▼-2.9%18,2101.2%ConstructionLOWLowe's Companies$1,415,733$33,856 ▼-2.3%5,2271.2%Retail/WholesaleELVElevance Health$1,410,760$16,640 ▼-1.2%2,7131.2%MedicalFSMBFirst Trust Short Duration Managed Municipal ETF$1,393,797$345,173 ▼-19.8%69,6551.2%ETFMSGSMadison Square Garden Sports$1,388,053$20,826 ▲1.5%6,6651.2%Consumer DiscretionaryBPBP$1,314,299$97,309 ▼-6.9%41,8701.1%Oils/EnergyMDTMedtronic$1,289,092$46,272 ▼-3.5%14,2081.1%MedicalLNCLincoln National$1,245,748$9,453 ▼-0.8%39,5351.0%FinanceEOGEOG Resources$1,153,698$9,220 ▲0.8%9,3851.0%Oils/EnergyBMYBristol-Myers Squibb$1,148,421$24,576 ▼-2.1%22,1961.0%MedicalTAT&T$1,129,788$11,308 ▼-1.0%51,3540.9%Computer and TechnologyVZVerizon Communications$969,293$4,491 ▼-0.5%21,5830.8%Computer and TechnologyCTSHCognizant Technology Solutions$901,462$21,224 ▼-2.3%11,6800.8%Computer and TechnologyCVSCVS Health$894,154$42,130 ▼-4.5%14,2200.8%Retail/WholesaleLABCORP HOLDINGS INC$767,654$21,231 ▼-2.7%3,4350.6%COM SHSSOSouthern$751,199$1,804 ▼-0.2%8,3300.6%UtilitiesMEARiShares Short Maturity Municipal Bond Active ETF$644,032$25,158 ▼-3.8%12,8000.5%ETFABBVAbbVie$622,0620.0%3,1500.5%MedicalLMBSFirst Trust Low Duration Opportunities ETF$577,850$74,115 ▲14.7%11,6950.5%ManufacturingCOSTCostco Wholesale$522,160$75,354 ▲16.9%5890.4%Retail/WholesaleHDHome Depot$504,879$10,130 ▲2.0%1,2460.4%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$434,746$261,719 ▼-37.6%5,1910.4%ETFINTCIntel$426,268$27,096 ▼-6.0%18,1700.4%Computer and TechnologyMCDMcDonald's$423,573$18,271 ▼-4.1%1,3910.4%Retail/WholesaleFUMBFirst Trust Ultra Short Duration Municipal ETF$378,162$25,144 ▼-6.2%18,8000.3%ETFTYLTyler Technologies$350,2320.0%6000.3%Computer and TechnologyVTVVanguard Value ETF$339,5390.0%1,9450.3%ETFAVGOBroadcom$336,375$302,738 ▲900.0%1,9500.3%Computer and TechnologyGOOGAlphabet$314,3170.0%1,8800.3%Computer and TechnologySPROTT PHYSICAL SILVER TR$269,0880.0%25,7500.2%TR UNITRGLDRoyal Gold$246,9280.0%1,7600.2%Basic MaterialsTXNTexas Instruments$232,3910.0%1,1250.2%Computer and TechnologyVOOVanguard S&P 500 ETF$203,7840.0%3850.2%ETFPARAParamount Global$198,569$3,468 ▼-1.7%18,6100.2%Consumer DiscretionaryBTFBoulder Total Return Fund$184,8680.0%11,3000.2%VBRVanguard Small-Cap Value ETF$184,3160.0%9180.2%ETFIVWiShares S&P 500 Growth ETF$122,5600.0%1,2800.1%ETFIWFiShares Russell 1000 Growth ETF$116,8970.0%3110.1%ETFUNHUnitedHealth Group$88,287$88,287 ▲New Holding1510.1%MedicalVUGVanguard Growth ETF$85,6160.0%2230.1%ETFIVEiShares S&P 500 Value ETF$74,1360.0%3760.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$70,9700.0%7720.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$70,6370.0%1,1750.1%ManufacturingIWSiShares Russell Mid-Cap Value ETF$65,8610.0%4980.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$59,4230.0%4260.0%ETFVOVanguard Mid-Cap ETF$50,3920.0%1910.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$47,1550.0%4380.0%ETFVONVVanguard Russell 1000 Value$23,9160.0%2870.0%ETFIJRiShares Core S&P Small-Cap ETF$10,7600.0%920.0%ETFVTWOVanguard Russell 2000 ETF$9,6510.0%1080.0%ETFVONGVanguard Russell 1000 Growth ETF$6,5630.0%680.0%ETFShowing 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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