Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

$196 Million
Q4 2024

Insight 2811, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.7M, Ishares Barclays 20+ Year Trea with a value of $22.4M, Ishares Barclays 1 3 Year Trea with a value of $17.9M, Ishares Core U.S. Aggregate Bo with a value of $14M, and Ishares Core S&P 500 ETF with a value of $12.5M.

Examining the 13F form we can see an decrease of $3.34M in the current position value, from $199M to 196M.

Insight 2811, Inc. is based out at Chicago, IL

Below you can find more details about Insight 2811, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $196 Million

ETFs: $167 Million

Technology: $7.95 Million

Financial Services: $6 Million

Healthcare: $3 Million

Industrials: $2.94 Million

Communication Services: $2.84 Million

Consumer Defensive: $2.32 Million

Basic Materials: $1.82 Million

Other: $1.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 89
Current Value $196 Million
Prior Value $199 Million
Filing
Period Q4 2024
Filing Date February 11, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 5 stocks
Additional Purchases 23 stocks
Sold out of 0 stocks
Reduced holdings in 43 stocks

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