Insight Inv LLC Portfolio Holdings by Sector
Insight Inv LLC
- $143 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RDVY VCSH IWF FSMB IWD SDVY VTV VOO 45 stocks |
$21,747
15.25% of portfolio
|
35
|
1
|
22
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MRVL QCOM AVGO INTC NVDA TXN 6 stocks |
$8,097
5.68% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK AMGN BMY JNJ ABBV PFE 6 stocks |
$7,880
5.53% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,792
5.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PANW 4 stocks |
$7,729
5.42% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP 3 stocks |
$6,496
4.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT COST 3 stocks |
$5,363
3.76% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$5,234
3.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL WRB 2 stocks |
$4,394
3.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH 2 stocks |
$4,355
3.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD LMT 3 stocks |
$4,354
3.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$4,093
2.87% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,065
2.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$4,034
2.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$3,871
2.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS MSGS PARA 3 stocks |
$3,779
2.65% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$2,589
1.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$2,455
1.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
GHC 1 stocks |
$2,375
1.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,365
1.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$2,299
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,250
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$2,042
1.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$2,017
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$1,988
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,985
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,960
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1,922
1.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$1,751
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CVS UNH 3 stocks |
$1,687
1.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$1,669
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$1,483
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
LNC 1 stocks |
$1,303
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$1,204
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$1,190
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$743
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$403
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$331
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO 1 stocks |
$274
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV 1 stocks |
$248
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD 1 stocks |
$232
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$214
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
BTF 1 stocks |
$165
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$145
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$25
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$15
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|