Insight Inv LLC Top Holdings and 13F Report (2025) About Insight Inv LLCInvestment ActivityInsight Inv LLC has $145.38 million in total holdings as of March 31, 2025.Insight Inv LLC owns shares of 133 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 19.22% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Insight Inv LLC has purchased 124 new stocks and bought additional shares in 59 stocks.Insight Inv LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $6,964,231First Trust NASDAQ Rising Dividend Achievers $4,381,953Microsoft $4,049,759International Business Machines $3,781,621Amazon.com $3,557,523 Largest New Holdings this Quarter 907818108 - Union Pacific $203,076 Holding98956P102 - Zimmer Biomet $202,592 Holding65339F101 - NextEra Energy $132,272 Holding191216100 - Coca-Cola $110,010 HoldingN07059210 - ASML $88,179 Holding Largest Purchases this Quarter Apple 37,617 shares (about $3.81M)Microsoft 39,605 shares (about $3.20M)Berkshire Hathaway 15,816 shares (about $1.93M)Amazon.com 20,271 shares (about $1.86M)JPMorgan Chase & Co. 15,504 shares (about $1.79M) Largest Sales this Quarter NYLI Hedge Multi-Strategy Tracker ETF 6,825 shares (about $213.69K)TJX Companies 706 shares (about $85.99K)Chevron 355 shares (about $59.39K)BP 1,515 shares (about $51.19K)Walt Disney 441 shares (about $43.53K) 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$6,964,231$3,811,355 ▲120.9%68,7354.8%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,381,953$885,125 ▲25.3%74,8543.0%ManufacturingMSFTMicrosoft$4,049,759$3,199,495 ▲376.3%50,1302.8%Computer and TechnologyIBMInternational Business Machines$3,781,621$1,243 ▼0.0%15,2082.6%Computer and TechnologyAMZNAmazon.com$3,557,523$1,858,574 ▲109.4%38,8012.4%Retail/WholesaleWSMWilliams-Sonoma$3,416,067$28,300 ▼-0.8%21,6072.3%Retail/WholesaleJPMJPMorgan Chase & Co.$3,393,387$1,790,954 ▲111.8%29,3762.3%FinanceAXPAmerican Express$3,234,250$1,076 ▲0.0%12,0212.2%FinanceWMTWalmart$3,011,987$2,809 ▼-0.1%34,3092.1%Retail/WholesaleCVXChevron$2,994,371$59,389 ▼-1.9%17,8992.1%EnergyXOMExxon Mobil$2,931,862$37,701 ▲1.3%24,6522.0%EnergyGOOGLAlphabet$2,801,432$1,494,900 ▲114.4%37,9091.9%Computer and TechnologyALLAllstate$2,716,344$14,081 ▼-0.5%13,1181.9%FinanceQCOMQUALCOMM$2,668,820$29,954 ▲1.1%17,3741.8%Computer and TechnologyGHCGraham$2,611,617$5,765 ▼-0.2%2,7181.8%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,542,066$1,934,622 ▲318.5%20,7821.7%FinanceTJXTJX Companies$2,524,549$85,991 ▼-3.3%20,7271.7%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$2,521,580$128,277 ▲5.4%31,9431.7%ETFCSCOCisco Systems$2,504,730$864,664 ▲52.7%61,0321.7%Computer and TechnologyRTXRTX$2,494,619$59,210 ▲2.4%18,8331.7%AerospaceAMGNAmgen$2,414,125$974,090 ▲67.6%12,6421.7%MedicalORCLOracle$2,358,874$35,791 ▼-1.5%16,8721.6%Computer and TechnologyWRBW. R. Berkley$2,274,416$21,348 ▲0.9%31,9621.6%FinanceFUMBFirst Trust Ultra Short Duration Municipal ETF$2,259,582$1,691,396 ▲297.7%112,4451.6%ETFMRVLMarvell Technology$2,247,921$5,849 ▲0.3%36,5101.5%Computer and TechnologyGDGeneral Dynamics$2,147,658$76,322 ▲3.7%7,8791.5%AerospaceMSMorgan Stanley$2,144,161$10,267 ▲0.5%18,3781.5%FinancePEPPepsiCo$2,111,155$177,679 ▲9.2%14,0801.5%Consumer StaplesPGProcter & Gamble$2,078,008$738,372 ▲55.1%18,3691.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$2,031,640$5,056 ▼-0.2%5,6261.4%ETFGLWCorning$1,962,085$18,816 ▲1.0%42,8591.3%Computer and TechnologyBMYBristol-Myers Squibb$1,939,299$57,209 ▲3.0%31,7971.3%MedicalCCitigroup$1,935,755$10,365 ▲0.5%27,2681.3%FinanceIWDiShares Russell 1000 Value ETF$1,903,615$53,249 ▲2.9%10,1171.3%ETFJNJJohnson & Johnson$1,885,456$1,103,454 ▲141.1%27,5441.3%MedicalFSMBFirst Trust Short Duration Managed Municipal ETF$1,839,167$21,261 ▼-1.1%92,5601.3%ETFMRKMerck & Co., Inc.$1,828,797$788,044 ▲75.7%34,7801.3%MedicalEMREmerson Electric$1,822,765$15,898 ▲0.9%16,6251.3%IndustrialsDISWalt Disney$1,807,778$43,526 ▼-2.4%18,3161.2%Consumer DiscretionaryPNCThe PNC Financial Services Group$1,779,320$33,221 ▼-1.8%10,1231.2%FinanceTAT&T$1,687,383$2,545 ▼-0.2%59,6671.2%Computer and TechnologyAMATApplied Materials$1,590,951$27,863 ▲1.8%10,9631.1%Computer and TechnologyJCIJohnson Controls International$1,586,178$80,110 ▲5.3%19,8001.1%ConstructionPCARPACCAR$1,562,4960.0%16,0471.1%Auto/Tires/TrucksLNCLincoln National$1,476,2600.0%41,1101.0%FinanceMDTMedtronic$1,375,639$628,798 ▲84.2%27,4560.9%MedicalBPBP$1,361,771$51,192 ▼-3.6%40,3010.9%EnergyEOGEOG Resources$1,354,599$94,513 ▲7.5%10,5630.9%EnergyVZVerizon Communications$1,291,852$537,627 ▲71.3%46,9330.9%Computer and TechnologyMSGSMadison Square Garden Sports$1,276,974$1,558 ▲0.1%6,5580.9%Consumer DiscretionaryTGTTarget$1,261,817$20,663 ▲1.7%12,0910.9%Retail/WholesaleLOWLowe's Companies$1,251,745$15,160 ▲1.2%5,3670.9%Retail/WholesaleELVElevance Health$1,116,542$4,350 ▲0.4%2,5670.8%MedicalCTSHCognizant Technology Solutions$1,011,713$5,661 ▲0.6%13,2250.7%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$952,229$521,342 ▲121.0%19,3700.7%ManufacturingLABCORP HOLDINGS INC$941,666$43,522 ▲4.8%4,0460.6%COM SHSCVSCVS Health$887,932$3,726 ▼-0.4%13,1060.6%MedicalSOSouthern$830,3090.0%9,0300.6%UtilitiesVTVVanguard Value ETF$764,3750.0%4,4250.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$719,4130.0%21,4750.5%ETFVOOVanguard S&P 500 ETF$686,584$72,975 ▲11.9%1,3360.5%ETFIEFAiShares Core MSCI EAFE ETF$651,120$50,686 ▲8.4%8,6070.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$643,0720.0%12,8000.4%ETFCOSTCostco Wholesale$625,141$595,011 ▲1,974.8%14,8140.4%Retail/WholesaleHDHome Depot$597,379$18,325 ▲3.2%1,6300.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$596,921$32,093 ▲5.7%10,2300.4%ETFVVisa$571,719$511,120 ▲843.4%15,0290.4%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$532,339$8,176 ▼-1.5%6,5110.4%ETFINTCIntel$479,840$16,919 ▲3.7%21,1290.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$460,8410.0%3,8490.3%ETFAVGOBroadcom$454,572$99,621 ▲28.1%2,7150.3%Computer and TechnologyMCDMcDonald's$448,731$408,758 ▲1,022.6%15,6150.3%Retail/WholesaleGOOGAlphabet$431,0390.0%2,7590.3%Computer and TechnologyABBVAbbVie$360,584$3,981 ▲1.1%1,7210.2%MedicalBKLNInvesco Senior Loan ETF$341,2600.0%16,4860.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$328,6050.0%3,3710.2%ETFTMOThermo Fisher Scientific$317,4690.0%6380.2%MedicalFICOFair Isaac$306,131$51,637 ▲20.3%1660.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$300,7430.0%2,8760.2%ETFSPROTT PHYSICAL SILVER TR$298,7000.0%25,7500.2%TR UNITIJKiShares S&P Mid-Cap 400 Growth ETF$280,4870.0%3,3680.2%ETFRGLDRoyal Gold$275,514$12,263 ▼-4.3%1,6850.2%Basic MaterialsQAINYLI Hedge Multi-Strategy Tracker ETF$257,619$213,691 ▼-45.3%8,2280.2%ETFNVDANVIDIA$257,285$207,592 ▲417.7%12,1360.2%Computer and TechnologyADBEAdobe$251,817$234,657 ▲1,367.5%7,7630.2%Computer and TechnologyPARAParamount Global$249,486$5,083 ▲2.1%20,8600.2%Consumer DiscretionaryIWSiShares Russell Mid-Cap Value ETF$248,1610.0%1,9700.2%ETFAONAON$238,2570.0%5970.2%FinancePANWPalo Alto Networks$236,351$222,619 ▲1,621.2%19,3810.2%Computer and TechnologyPFEPfizer$235,259$121,638 ▲107.1%19,3390.2%MedicalDVYiShares Select Dividend ETF$223,1900.0%1,6620.2%ETFTXNTexas Instruments$222,181$206,679 ▲1,333.3%16,4970.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$212,9290.0%1,1430.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$210,3340.0%5,2050.1%ETFUNPUnion Pacific$203,076$203,076 ▲New Holding8,5330.1%TransportationZBHZimmer Biomet$202,592$202,592 ▲New Holding1,7900.1%MedicalUNHUnitedHealth Group$183,402$180,665 ▲6,601.0%20,3040.1%MedicalNEENextEra Energy$132,272$132,272 ▲New Holding13,1100.1%UtilitiesIJTiShares S&P Small-Cap 600 Growth ETF$119,8940.0%9630.1%ETFIVWiShares S&P 500 Growth ETF$118,8220.0%1,2800.1%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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