Insight Inv LLC Top Holdings and 13F Report (2025) About Insight Inv LLCInvestment ActivityInsight Inv LLC has $143.63 million in total holdings as of December 31, 2024.Insight Inv LLC owns shares of 124 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 17.20% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Insight Inv LLC has purchased 89 new stocks and bought additional shares in 63 stocks.Insight Inv LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $7,792,570Microsoft $4,436,310Amazon.com $4,065,297Williams-Sonoma $4,034,331Marvell Technology $4,022,037 Largest New Holdings this Quarter First Trust NASDAQ Rising Dividend Achievers $3,532,669 HoldingiShares Russell 1000 Value ETF $1,820,568 HoldingFirst Trust SMID Cap Rising Dividend Archievers ETF $769,879 HoldingiShares Core S&P Mid-Cap ETF $603,161 HoldingiShares Core MSCI EAFE ETF $557,812 Holding Largest Purchases this Quarter First Trust NASDAQ Rising Dividend Achievers 59,734 shares (about $3.53M)iShares Russell 1000 Growth ETF 5,329 shares (about $2.14M)iShares Russell 1000 Value ETF 9,834 shares (about $1.82M)First Trust SMID Cap Rising Dividend Archievers ETF 21,475 shares (about $769.88K)iShares Core S&P Mid-Cap ETF 9,680 shares (about $603.16K) Largest Sales this Quarter AbbVie 1,448 shares (about $257.31K)First Trust Low Duration Opportunities ETF 2,930 shares (about $142.60K)General Dynamics 296 shares (about $77.99K)Applied Materials 478 shares (about $77.74K)PepsiCo 455 shares (about $69.76K) 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$7,792,570$530,390 ▲7.3%31,1185.4%Computer and TechnologyMSFTMicrosoft$4,436,310$408,014 ▲10.1%10,5253.1%Computer and TechnologyAMZNAmazon.com$4,065,297$381,739 ▲10.4%18,5302.8%Retail/WholesaleWSMWilliams-Sonoma$4,034,331$14,814 ▼-0.4%21,7862.8%Retail/WholesaleMRVLMarvell Technology$4,022,037$4,970 ▲0.1%36,4152.8%Computer and TechnologyAXPAmerican Express$3,566,525$10,684 ▲0.3%12,0172.5%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,532,669$3,532,669 ▲New Holding59,7342.5%ManufacturingGOOGLAlphabet$3,346,824$185,514 ▲5.9%17,6802.3%Computer and TechnologyIBMInternational Business Machines$3,344,274$243,791 ▲7.9%15,2132.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,325,257$151,257 ▲4.8%13,8722.3%FinanceWMTWalmart$3,109,210$48,891 ▲1.6%34,3412.2%Retail/WholesaleORCLOracle$2,854,210$55,824 ▼-1.9%17,1282.0%Computer and TechnologyCVXChevron$2,643,936$245,361 ▲10.2%18,2541.8%EnergyQCOMQUALCOMM$2,639,038$116,444 ▲4.6%17,1791.8%Computer and TechnologyXOMExxon Mobil$2,617,716$403,818 ▲18.2%24,3351.8%EnergyTJXTJX Companies$2,589,321$96,648 ▲3.9%21,4331.8%Retail/WholesaleALLAllstate$2,553,489$60,613 ▲2.4%13,1861.8%FinanceGHCGraham$2,375,110$82,832 ▲3.6%2,7241.7%Consumer DiscretionaryCSCOCisco Systems$2,365,810$75,243 ▲3.3%39,9631.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,365,107$508,313 ▲27.4%30,3181.6%ETFMSMorgan Stanley$2,299,419$156,899 ▲7.3%18,2901.6%FinanceIWFiShares Russell 1000 Growth ETF$2,265,076$2,140,176 ▲1,713.5%5,6401.6%ETFBRK.BBerkshire Hathaway$2,250,988$18,131 ▲0.8%4,9661.6%FinanceRTXRTX$2,127,628$96,858 ▲4.8%18,3861.5%AerospaceDISWalt Disney$2,088,638$166,027 ▲8.6%18,7571.5%Consumer DiscretionaryEMREmerson Electric$2,042,366$105,340 ▲5.4%16,4801.4%IndustrialsGLWCorning$2,017,129$25,091 ▲1.3%42,4481.4%Computer and TechnologyGDGeneral Dynamics$2,002,261$77,993 ▼-3.7%7,5991.4%AerospacePNCThe PNC Financial Services Group$1,988,669$97,968 ▲5.2%10,3121.4%FinancePGProcter & Gamble$1,985,311$350,724 ▲21.5%11,8421.4%Consumer StaplesPEPPepsiCo$1,977,074$69,761 ▼-3.4%12,8951.4%Consumer StaplesMRKMerck & Co., Inc.$1,969,008$200,353 ▲11.3%19,7931.4%MedicalAMGNAmgen$1,965,486$100,346 ▲5.4%7,5411.4%MedicalCCitigroup$1,909,118$155,703 ▲8.9%27,1221.3%FinanceFSMBFirst Trust Short Duration Managed Municipal ETF$1,857,619$475,664 ▲34.4%93,6301.3%ETFWRBW. R. Berkley$1,852,860$55,945 ▲3.1%31,6621.3%FinanceIWDiShares Russell 1000 Value ETF$1,820,568$1,820,568 ▲New Holding9,8341.3%ETFAMATApplied Materials$1,751,688$77,737 ▼-4.2%10,7711.2%Computer and TechnologyBMYBristol-Myers Squibb$1,745,385$489,979 ▲39.0%30,8591.2%MedicalPCARPACCAR$1,669,209$51,490 ▲3.2%16,0471.2%Auto/Tires/TrucksJNJJohnson & Johnson$1,652,139$99,065 ▲6.4%11,4241.2%MedicalTGTTarget$1,607,696$32,849 ▲2.1%11,8931.1%Retail/WholesaleJCIJohnson Controls International$1,483,884$46,569 ▲3.2%18,8001.0%ConstructionMSGSMadison Square Garden Sports$1,478,204$25,953 ▼-1.7%6,5501.0%Consumer DiscretionaryTAT&T$1,360,667$191,336 ▲16.4%59,7570.9%Computer and TechnologyLOWLowe's Companies$1,308,534$18,510 ▲1.4%5,3020.9%Retail/WholesaleLNCLincoln National$1,303,598$49,943 ▲4.0%41,1100.9%FinanceBPBP$1,236,081$1,596 ▼-0.1%41,8160.9%EnergyEOGEOG Resources$1,204,471$54,058 ▲4.7%9,8260.8%EnergyMDTMedtronic$1,190,691$55,756 ▲4.9%14,9060.8%MedicalVZVerizon Communications$1,095,766$232,662 ▲27.0%27,4010.8%Computer and TechnologyCTSHCognizant Technology Solutions$1,011,312$113,120 ▲12.6%13,1510.7%Computer and TechnologyELVElevance Health$943,277$57,548 ▼-5.8%2,5570.7%MedicalLABCORP HOLDINGS INC$884,946$97,232 ▲12.3%3,8590.6%COM SHSSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$769,879$769,879 ▲New Holding21,4750.5%ETFVTVVanguard Value ETF$749,153$419,864 ▲127.5%4,4250.5%ETFSOSouthern$743,350$57,624 ▲8.4%9,0300.5%UtilitiesCOSTCostco Wholesale$654,217$114,534 ▲21.2%7140.5%Retail/WholesaleVOOVanguard S&P 500 ETF$643,339$435,897 ▲210.1%1,1940.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$639,3600.0%12,8000.4%ETFHDHome Depot$614,604$129,923 ▲26.8%1,5800.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$603,161$603,161 ▲New Holding9,6800.4%ETFCVSCVS Health$590,797$47,538 ▼-7.4%13,1610.4%MedicalFUMBFirst Trust Ultra Short Duration Municipal ETF$568,045$190,353 ▲50.4%28,2750.4%ETFIEFAiShares Core MSCI EAFE ETF$557,812$557,812 ▲New Holding7,9370.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$530,665$113,983 ▲27.4%6,6110.4%ETFGOOGAlphabet$525,424$167,397 ▲46.8%2,7590.4%Computer and TechnologyVVisa$503,452$503,452 ▲New Holding1,5930.4%Business ServicesAVGOBroadcom$491,501$39,413 ▲8.7%2,1200.3%Computer and TechnologyQAINYLI Hedge Multi-Strategy Tracker ETF$483,334$483,334 ▲New Holding15,0530.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$480,971$480,971 ▲New Holding3,8490.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$426,593$142,603 ▼-25.1%8,7650.3%ManufacturingINTCIntel$408,699$44,391 ▲12.2%20,3840.3%Computer and TechnologyMCDMcDonald's$403,2370.0%1,3910.3%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$366,124$318,553 ▲669.6%3,3710.3%ETFBKLNInvesco Senior Loan ETF$347,360$347,360 ▲New Holding16,4860.2%ETFTMOThermo Fisher Scientific$331,907$331,907 ▲New Holding6380.2%MedicalIJRiShares Core S&P Small-Cap ETF$331,373$320,773 ▲3,026.1%2,8760.2%ETFNVDANVIDIA$314,776$314,776 ▲New Holding2,3440.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$306,252$236,054 ▲336.3%3,3680.2%ETFABBVAbbVie$302,445$257,309 ▼-46.0%1,7020.2%MedicalFICOFair Isaac$274,748$274,748 ▲New Holding1380.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$254,800$190,389 ▲295.6%1,9700.2%ETFSPROTT PHYSICAL SILVER TR$248,4880.0%25,7500.2%TR UNITPFEPfizer$247,790$247,790 ▲New Holding9,3400.2%MedicalADBEAdobe$235,236$235,236 ▲New Holding5290.2%Computer and TechnologyRGLDRoyal Gold$232,0560.0%1,7600.2%Basic MaterialsFIVGDefiance Next Gen Connectivity ETF$230,960$230,960 ▲New Holding4,8470.2%ETFVBRVanguard Small-Cap Value ETF$226,520$44,591 ▲24.5%1,1430.2%ETFLMTLockheed Martin$225,962$225,962 ▲New Holding4650.2%AerospaceDVYiShares Select Dividend ETF$218,204$218,204 ▲New Holding1,6620.2%ETFTXNTexas Instruments$215,824$4,875 ▲2.3%1,1510.2%Computer and TechnologyPARAParamount Global$214,516$19,158 ▲9.8%20,4350.1%Consumer DiscretionaryAONAON$214,419$214,419 ▲New Holding5970.1%FinancePRFInvesco FTSE RAFI US 1000 ETF$209,970$209,970 ▲New Holding5,2050.1%ETFPANWPalo Alto Networks$204,887$204,887 ▲New Holding1,1260.1%Computer and TechnologyBTFBoulder Total Return Fund$165,5450.0%11,3000.1%UNHUnitedHealth Group$153,276$76,891 ▲100.7%3030.1%MedicalURIUnited Rentals$145,819$145,819 ▲New Holding2070.1%ConstructionIJTiShares S&P Small-Cap 600 Growth ETF$130,361$72,694 ▲126.1%9630.1%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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