Insight Inv LLC Incresed Positions in Q4 2024

Insight Inv LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.33K
+ 1713.5%
$370.24 - $418.94 $1.97M - $2.23M
5.64K $2.26M
MRVL
Marvell Technology, Inc.

Technology
45
+ 0.12%
$70.31 - $124.78 $3.16K - $5.62K
36.4K $4.02M
AAPL
Apple Inc.

Technology
2.12K
+ 7.3%
$221.69 - $259.02 $470K - $549K
31.1K $7.79M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 10.36%
$180.88 - $232.93 $315K - $405K
18.5K $4.07M
BMY
Bristol Myers Squibb CO

Healthcare
8.66K
+ 39.03%
$51.92 - $59.94 $450K - $519K
30.9K $1.75M
GOOGL
Alphabet Inc.

Communication Services
980
+ 5.87%
$161.86 - $196.66 $159K - $193K
17.7K $3.35M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 4.77%
$205.18 - $250.29 $129K - $158K
13.9K $3.33M
MS
Morgan Stanley

Financial Services
1.25K
+ 7.32%
$104.42 - $134.99 $130K - $168K
18.3K $2.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.52K
+ 27.38%
$77.86 - $79.27 $507K - $517K
30.3K $2.37M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
24K
+ 34.42%
$19.8 - $20.06 $475K - $481K
93.6K $1.86M
DIS
Walt Disney CO

Communication Services
1.49K
+ 8.64%
$92.39 - $117.6 $138K - $175K
18.8K $2.09M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 127.51%
$168.32 - $181.87 $417K - $451K
4.43K $749K
WMT
Walmart Inc.

Consumer Defensive
540
+ 1.6%
$79.1 - $95.7 $42.7K - $51.7K
34.3K $3.1M
C
Citigroup Inc

Financial Services
2.21K
+ 8.88%
$61.31 - $72.5 $136K - $160K
27.1K $1.91M
EMR
Emerson Electric CO

Industrials
850
+ 5.44%
$108.13 - $134.33 $91.9K - $114K
16.5K $2.04M
MSFT
Microsoft Corp

Technology
968
+ 10.13%
$406.35 - $454.46 $393K - $440K
10.5K $4.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.78K
+ 3026.09%
$113.92 - $127.38 $317K - $355K
2.88K $331K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.93K
+ 669.63%
$104.59 - $118.05 $307K - $346K
3.37K $366K
AXP
American Express CO

Financial Services
36
+ 0.3%
$267.35 - $305.57 $9.62K - $11K
12K $3.57M
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 3.28%
$52.45 - $60.02 $66.7K - $76.3K
40K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
2.09K
+ 21.46%
$161.05 - $179.7 $337K - $376K
11.8K $1.99M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.6K
+ 336.27%
$90.66 - $99.46 $235K - $258K
3.37K $306K
T
At&T Inc.

Communication Services
8.4K
+ 16.36%
$21.22 - $23.88 $178K - $201K
59.8K $1.36M
IBM
International Business Machines Corp

Technology
1.11K
+ 7.86%
$204.9 - $238.04 $227K - $264K
15.2K $3.34M
GHC
Graham Holdings CO

Consumer Defensive
95
+ 3.61%
$771.16 - $960.36 $73.3K - $91.2K
2.72K $2.38M
GOOG
Alphabet Inc.

Communication Services
879
+ 46.76%
$163.08 - $198.16 $143K - $174K
2.76K $525K
CVX
Chevron Corp

Energy
1.69K
+ 10.23%
$141.15 - $162.53 $239K - $275K
18.3K $2.64M
XOM
Exxon Mobil Corp

Energy
3.75K
+ 18.24%
$105.51 - $125.37 $396K - $471K
24.3K $2.62M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
9.48K
+ 50.4%
$20.05 - $20.15 $190K - $191K
28.3K $568K
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
+ 295.58%
$128.08 - $140.32 $189K - $207K
1.97K $254K
PNC
Pnc Financial Services Group, Inc.

Financial Services
508
+ 5.18%
$178.39 - $215.0 $90.6K - $109K
10.3K $1.99M
TJX
Tjx Companies Inc

Consumer Cyclical
800
+ 3.88%
$112.15 - $127.2 $89.7K - $102K
21.4K $2.59M
AVGO
Broadcom Inc.

Technology
170
+ 8.72%
$159.67 - $250.0 $27.1K - $42.5K
2.12K $491K
PCAR
Paccar Inc

Industrials
495
+ 3.18%
$97.92 - $118.41 $48.5K - $58.6K
16K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
125
+ 21.22%
$873.59 - $994.69 $109K - $124K
714 $654K
VZ
Verizon Communications Inc

Communication Services
5.82K
+ 26.96%
$39.6 - $45.21 $230K - $263K
27.4K $1.1M
GLW
Corning Inc

Technology
528
+ 1.26%
$44.11 - $49.76 $23.3K - $26.3K
42.4K $2.02M
WRB
Berkley W R Corp

Financial Services
956
+ 3.11%
$56.48 - $64.94 $54K - $62.1K
31.7K $1.85M
CTSH
Cognizant Technology Solutions Corp

Technology
1.47K
+ 12.59%
$74.37 - $82.32 $109K - $121K
13.2K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
334
+ 26.81%
$385.02 - $431.37 $129K - $144K
1.58K $614K
ALL
Allstate Corp

Financial Services
313
+ 2.43%
$181.25 - $208.2 $56.7K - $65.2K
13.2K $2.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.42K
+ 27.36%
$80.13 - $83.77 $114K - $119K
6.61K $530K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
537
+ 126.06%
$134.53 - $150.65 $72.2K - $80.9K
963 $130K
JCI
Johnson Controls International PLC

Industrials
590
+ 3.24%
$74.23 - $86.6 $43.8K - $51.1K
18.8K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
152
+ 100.66%
$485.52 - $625.25 $73.8K - $95K
303 $153K
LNC
Lincoln National Corp

Financial Services
1.58K
+ 3.98%
$30.46 - $36.84 $48K - $58K
41.1K $1.3M
EOG
Eog Resources Inc

Energy
441
+ 4.7%
$118.22 - $136.54 $52.1K - $60.2K
9.83K $1.2M
VBR
Vanguard Small Cap Value ETF

ETFs
225
+ 24.51%
$197.36 - $217.3 $44.4K - $48.9K
1.14K $226K
PARA
Paramount Global

Communication Services
1.83K
+ 9.81%
$10.27 - $11.57 $18.7K - $21.1K
20.4K $213K
Activity Summary
Buys All Purchases 100 New Holdings 37 Increased Positions 63 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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