Fund HoldingsInsight Inv LLC

Total Portfolio Value
$119.19M
Total Bought
$2.20M
Total Sold
$8.11M
Net Transaction
-$5.90M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)29,24529,000-2456,1606,7575.67%+597
INTERNATIONAL BUSINESS MACHS(IBM)14,67914,104-5752,5393,1182.62%+579
ORACLE CORP(ORCL)18,03817,463-5752,5472,9762.50%+429
RTX CORPORATION(RTX)17,29917,549+2501,7372,1261.78%+390
AMERICAN EXPRESS CO(AXP)12,58111,981-6002,9133,2492.73%+336
BERKSHIRE HATHAWAY INC DEL4,7764,926+1501,9432,2671.90%+324
GRAHAM HLDGS CO(GHC)2,6292,62901,8392,1601.81%+321
PNC FINL SVCS GROUP INC(PNC)9,8849,804-801,5371,8121.52%+276
ALLSTATE CORP(ALL)13,62312,873-7502,1882,4532.06%+266
CORNING INC(GLW)42,37541,920-4551,6461,8931.59%+246
LOWES COS INC(LOW)5,3525,227-1251,1801,4161.19%+236
BRISTOL-MYERS SQUIBB CO(BMY)22,67122,196-4759421,1480.96%+207
JOHNSON CTLS INTL PLC
SHS
18,76018,210-5501,2541,4201.19%+166
TJX COS INC NEW(TJX)20,53320,633+1002,2612,4252.03%+165
JOHNSON & JOHNSON(JNJ)10,80910,739-701,5801,7401.46%+161
MADISON SQUARE GRDN SPRT COR(MSGS)6,5656,665+1001,2351,3881.16%+153
CISCO SYS INC(CSCO)40,16738,692-1,4751,9082,0591.73%+151
PROCTER AND GAMBLE CO(PG)9,3819,750+3691,5471,6891.42%+142
AT&T INC(T)51,86851,354-5149911,1300.95%+139
INTUITIVE SURGICAL INC2,9202,92001,2991,4351.20%+136
EXXON MOBIL CORP19,79620,581+7852,2792,4132.02%+134
WALMART INC(WMT)38,36633,801-4,5652,5982,7292.29%+132
BERKLEY W R CORP20,49530,706+10,2111,6211,7421.46%+121
MEDTRONIC PLC(MDT)14,71814,208-5101,1691,2891.08%+120
SOUTHERN CO(SO)8,3508,330-206487510.63%+103
PEPSICO INC(PEP)13,15013,350+2002,1692,2701.90%+101
MORGAN STANLEY(MS)17,30717,042-2651,6821,7761.49%+94
COSTCO WHSL CORP NEW(COST)504589+854285220.44%+94
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)11,95511,680-2758139010.76%+89
UNITEDHEALTH GROUP INC(UNH)0151+1510880.07%+88
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
10,19511,695+1,5004905780.48%+88
HOME DEPOT INC(HD)1,2211,246+254205050.42%+85
TARGET CORP(TGT)11,69511,650-451,7311,8161.52%+84
ABBVIE INC(ABBV)3,1503,15005406220.52%+82
VERIZON COMMUNICATIONS INC(VZ)21,68321,583-1008949690.81%+75
MCDONALDS CORP(MCD)1,4511,391-603704240.36%+54
LABCORP HOLDINGS INC(LH)3,5303,435-957187680.64%+49
TYLER TECHNOLOGIES INC(TYL)60060003023500.29%+49
AMGEN INC(AMGN)7,2267,156-702,2582,3061.93%+48
GENERAL DYNAMICS CORP(GD)8,0607,895-1652,3392,3862.00%+47
ROYAL GOLD INC(RGLD)1,7601,76002202470.21%+27
VANGUARD INDEX FDS1,9451,94503143400.28%+26
BROADCOM INC(AVGO)1951,950+1,7553133360.28%+23
VANGUARD INDEX FDS91891801681840.15%+16
CVS HEALTH CORP(CVS)14,89014,220-6708798940.75%+15
TEXAS INSTRS INC(TXN)1,1251,12502192320.19%+14
SPROTT PHYSICAL SILVER TR(PSLV)25,75025,75002562690.23%+13
VANGUARD INDEX FDS38538501932040.17%+11
LINCOLN NATL CORP IND(LNC)39,83539,535-3001,2391,2461.05%+7
ISHARES TR498498060660.06%+6
ISHARES TR376376068740.06%+6
ISHARES TR426426055590.05%+5
ISHARES TR438438043470.04%+5
ISHARES TR1,2801,28001181230.10%+4
VANGUARD INDEX FDS191191046500.04%+4
ISHARES TR31131101141170.10%+3
ISHARES TR772772068710.06%+3
VANGUARD INDEX FDS223223084860.07%+2
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
287287022240.02%+2
ISHARES TR9292010110.01%+1
PARAMOUNT GLOBAL18,93518,610-3251981990.17%+1
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
10810809100.01%+1
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
1,1751,175070710.06%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
68680670.01%0
EOG RES INC(EOG)9,3109,385+751,1721,1540.97%-18
WILLIAMS SONOMA INC(WSM)12,06321,866+9,8033,4063,3872.84%-19
ISHARES U S ETF TR
SHOR MAT MUN ETF
13,30012,800-5006676440.54%-23
FIRST TR EXCHANGE-TRADED FD
ULTRA SHT DUR MU
20,05018,800-1,2504023780.32%-24
VALKYRIE ETF TRUST II11,30011,30002091850.16%-24
MARVELL TECHNOLOGY INC(MRVL)37,87036,370-1,5002,6472,6232.20%-24
EMERSON ELEC CO(EMR)15,74015,630-1101,7341,7091.43%-24
ALPHABET INC(GOOG)1,8801,88003453140.26%-31
JPMORGAN CHASE & CO.(JPM)14,02613,241-7852,8372,7922.34%-45
PACCAR INC(PCAR)15,37715,552+1751,5831,5351.29%-48
DISNEY WALT CO(DIS)17,47117,266-2051,7351,6611.39%-74
ELEVANCE HEALTH INC(ELV)2,7452,713-321,4871,4111.18%-77
CITIGROUP INC(C)26,68524,910-1,7751,6931,5591.31%-134
AMAZON COM INC(AMZN)16,91516,790-1253,2693,1282.62%-140
MICROSOFT CORP(MSFT)9,5579,55704,2724,1123.45%-159
INTEL CORP(INTC)19,32518,170-1,1555984260.36%-172
CHEVRON CORP NEW(CVX)16,72516,560-1652,6162,4392.05%-177
MERCK & CO INC(MRK)17,90917,779-1302,2312,0331.71%-198
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
27,16723,802-3,3652,0991,8901.59%-209
ALPHABET INC(GOOG)16,35516,700+3452,9792,7702.32%-209
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
8,3165,191-3,1256654350.36%-230
BP PLC(BP)44,97041,870-3,1001,6231,3141.10%-309
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
86,90569,655-17,2501,7181,3941.17%-324
QUALCOMM INC(QCOM)17,02616,421-6053,3912,7922.34%-599
APPLIED MATLS INC12,23411,249-9852,8872,2731.91%-614
Page 1 of 1