Insight 2811, Inc. Portfolio Holdings by Sector
Insight 2811, Inc.
- $196 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGSH TLT SHY AGG IVV IWD IEFA BIL 33 stocks |
$166,902
85.47% of portfolio
|
12
|
16
|
2
|
- |
0
Calls
1
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$3,227
1.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,375
1.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV PFE 4 stocks |
$2,210
1.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,181
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2,074
1.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$1,526
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT NOC 3 stocks |
$1,203
0.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GOLD AEM NEM 3 stocks |
$1,165
0.6% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM INTC 3 stocks |
$1,141
0.58% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FIS 2 stocks |
$982
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$978
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$841
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$766
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$766
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$662
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP 1 stocks |
$653
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$644
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
SHEL XOM 2 stocks |
$601
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$572
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD PTLO 2 stocks |
$467
0.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$442
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$438
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$427
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$397
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$393
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$351
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ASB 1 stocks |
$239
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE 1 stocks |
$229
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
MWA 1 stocks |
$211
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$204
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|