Capital Insight Partners, LLC Reduced Holdings in Q4 2024

Capital Insight Partners, LLC

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-30.6K
- 12.45%
$33.93 - $38.37 $1.04M - $1.18M
215K $7.4M
RELX
Relx PLC

Communication Services
-15.7K
- 18.31%
$44.45 - $48.63 $698K - $764K
70.1K $3.18M
IXUS
Ishares Tr

ETFs
-2.11K
- 1.96%
$65.95 - $72.56 $139K - $153K
105K $6.97M
FDS
Factset Research Systems Inc

Financial Services
-1.79K
- 15.88%
$449.69 - $495.72 $803K - $885K
9.45K $4.54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.38K
- 6.93%
$58.88 - $64.8 $199K - $219K
45.3K $2.67M
VGT
Vanguard Information Technolog

ETFs
-601
- 50.08%
$571.78 - $647.97 $344K - $389K
599 $372K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.14K
- 3.77%
$570.51 - $610.59 $652K - $698K
29.2K $17.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.71K
- 11.52%
$57.32 - $59.66 $156K - $162K
20.8K $1.2M
XLK
Technology Sector Spdr

ETFs
-1.54K
- 6.47%
$220.26 - $241.44 $339K - $371K
22.2K $5.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.7K
- 11.44%
$77.86 - $79.27 $132K - $135K
13.1K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-287
- 24.64%
$442.29 - $483.08 $127K - $139K
878 $397K
VO
Vanguard Mid Cap ETF

ETFs
-438
- 1.96%
$261.5 - $284.63 $115K - $125K
21.9K $5.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-265
- 1.15%
$71.75 - $75.11 $19K - $19.9K
22.7K $1.63M
VNQ
Vanguard Specialized Funds Van

ETFs
-270
- 3.58%
$87.85 - $98.6 $23.7K - $26.6K
7.27K $647K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.12K
- 4.07%
$49.79 - $51.14 $55.9K - $57.4K
26.5K $1.33M
VDE
Vanguard Energy ETF

ETFs
-646
- 13.39%
$116.67 - $136.78 $75.4K - $88.4K
4.18K $506K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-665
- 5.0%
$77.02 - $78.58 $51.2K - $52.3K
12.6K $975K
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.95K
- 13.36%
$19.53 - $21.1 $38.1K - $41.2K
12.7K $247K
AOA
Ishares Tr Core Aggressive All

ETFs
-202
- 1.01%
$76.61 - $79.88 $15.5K - $16.1K
19.7K $1.51M
KO
Coca Cola CO

Consumer Defensive
-180
- 4.71%
$61.74 - $71.71 $11.1K - $12.9K
3.64K $226K
VTI
Vanguard Total Stock Market Et

ETFs
-463
- 3.5%
$280.04 - $302.45 $130K - $140K
12.8K $3.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-176
- 0.58%
$51.54 - $52.55 $9.07K - $9.25K
30.4K $1.57M
XOM
Exxon Mobil Corp

Energy
-81
- 3.74%
$105.51 - $125.37 $8.55K - $10.2K
2.08K $224K
F
Ford Motor CO

Consumer Cyclical
-6
- 0.03%
$9.69 - $11.4 $58.1 - $68.4
21K $207K
CSHI
Shp ETF Tr Neos Enhanced Incom
-1.14K
- 5.45%
N/A
19.8K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-134
- 2.06%
$567.81 - $607.81 $76.1K - $81.4K
6.38K $3.74M
GOOG
Alphabet Inc.

Communication Services
-552
- 10.49%
$163.08 - $198.16 $90K - $109K
4.71K $897K
XLY
Select Sector Spdr Consumer Di

ETFs
-526
- 7.31%
$194.8 - $239.43 $102K - $126K
6.67K $1.5M
XLF
Financial Sector Spdr

ETFs
-59
- 0.28%
$44.89 - $51.34 $2.65K - $3.03K
21.1K $1.02M
META
Meta Platforms, Inc.

Communication Services
-276
- 1.79%
$554.08 - $632.68 $153K - $175K
15.1K $8.92M
V
Visa Inc.

Financial Services
-177
- 3.16%
$273.87 - $320.91 $48.5K - $56.8K
5.42K $1.71M
GOOGL
Alphabet Inc.

Communication Services
-1.79K
- 3.81%
$161.86 - $196.66 $289K - $351K
45.1K $8.54M
JPM
Jpmorgan Chase & CO

Financial Services
-651
- 1.92%
$205.18 - $250.29 $134K - $163K
33.3K $7.98M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-34
- 1.96%
$4100.99 - $5300.34 $139K - $180K
1.71K $8.47M
Activity Summary
Buys All Purchases 112 New Holdings 6 Increased Positions 106 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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