Capital Insight Partners, LLC Reduced Holdings in Q3 2024

Capital Insight Partners, LLC

  • $565 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EBND
Spdr Bloomberg Emerging Market

ETFs
-239K
- 94.23%
$19.74 - $21.39 $4.71M - $5.1M
14.6K $310K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-43.1K
- 17.19%
$74.26 - $78.84 $3.2M - $3.4M
208K $16.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.9K
- 9.18%
$96.25 - $101.98 $2.88M - $3.05M
296K $29.9M
GOOGL
Alphabet Inc.

Communication Services
-409
- 0.86%
$148.65 - $191.18 $60.8K - $78.2K
46.9K $7.78M
SUB
Ishares Short Term National Mu

ETFs
-2.12K
- 46.88%
$104.3 - $106.3 $221K - $225K
2.4K $255K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.93K
- 12.7%
$76.38 - $78.87 $148K - $152K
13.3K $1.05M
LLY
Eli Lilly & CO

Healthcare
-90
- 5.94%
$772.14 - $960.02 $69.5K - $86.4K
1.42K $1.26M
XLK
Technology Sector Spdr

ETFs
-378
- 1.57%
$197.34 - $237.68 $74.6K - $89.8K
23.8K $5.36M
GOOG
Alphabet Inc.

Communication Services
-40
- 0.75%
$149.54 - $192.66 $5.98K - $7.71K
5.26K $879K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.41K
- 7.31%
$51.02 - $52.74 $123K - $127K
30.5K $1.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-680
- 16.81%
$57.32 - $62.65 $39K - $42.6K
3.37K $209K
XOM
Exxon Mobil Corp

Energy
-243
- 10.1%
$109.72 - $119.0 $26.7K - $28.9K
2.16K $253K
STT
State Street Corp

Financial Services
-775
- 24.93%
$73.37 - $89.31 $56.9K - $69.2K
2.33K $206K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-517
- 3.37%
$76.94 - $79.54 $39.8K - $41.1K
14.8K $1.18M
Calibercos Inc
-22.3K
- 32.08%
N/A
47.2K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-957
- 4.0%
$71.45 - $75.64 $68.4K - $72.4K
23K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.97%
$332.02 - $382.76 $3.32K - $3.83K
1.03K $384K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 1.42%
$475.2 - $527.7 $2.85K - $3.17K
418 $220K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3
- 0.06%
$44.65 - $47.21 $134 - $142
5.05K $235K
V
Visa Inc.

Financial Services
-205
- 3.54%
$253.74 - $291.56 $52K - $59.8K
5.59K $1.54M
KO
Coca Cola CO

Consumer Defensive
-215
- 5.32%
$62.69 - $73.01 $13.5K - $15.7K
3.82K $274K
AOR
Ishares Tr Core Growth Allocat

ETFs
-668
- 2.76%
$55.15 - $59.31 $36.8K - $39.6K
23.6K $1.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 4.51%
$405.19 - $478.57 $22.3K - $26.3K
1.17K $536K
ZTS
Zoetis Inc.

Healthcare
-307
- 5.89%
$172.58 - $196.48 $53K - $60.3K
4.9K $958K
MCD
Mcdonalds Corp

Consumer Cyclical
-76
- 4.22%
$245.82 - $304.51 $18.7K - $23.1K
1.72K $524K
XLF
Financial Sector Spdr

ETFs
-300
- 1.4%
$40.84 - $45.74 $12.3K - $13.7K
21.2K $960K
XLY
Select Sector Spdr Consumer Di

ETFs
-15
- 0.21%
$170.05 - $200.86 $2.55K - $3.01K
7.2K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
-111
- 1.68%
$517.38 - $573.86 $57.4K - $63.7K
6.51K $3.74M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-267
- 0.58%
$19.78 - $23.53 $5.28K - $6.28K
46.1K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-97
- 0.73%
$255.18 - $283.2 $24.8K - $27.5K
13.2K $3.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-258
- 0.53%
$58.03 - $65.37 $15K - $16.9K
48.7K $3.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.11K
- 1.64%
$46.9 - $51.96 $52.2K - $57.9K
66.8K $3.44M
JPM
Jpmorgan Chase & CO

Financial Services
-37
- 0.11%
$194.9 - $224.8 $7.21K - $8.32K
33.9K $7.15M
VO
Vanguard Mid Cap ETF

ETFs
-370
- 1.63%
$237.84 - $263.83 $88K - $97.6K
22.3K $5.89M
UL
Unilever PLC

Consumer Defensive
-47
- 0.11%
$54.7 - $65.59 $2.57K - $3.08K
42.4K $2.76M
IXUS
Ishares Tr

ETFs
-1.47K
- 1.35%
$64.9 - $73.35 $95.5K - $108K
107K $7.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-387
- 1.26%
$520.18 - $576.82 $201K - $223K
30.3K $17.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
-508
- 1.21%
$136.93 - $162.81 $69.6K - $82.7K
41.4K $6.65M
AAPL
Apple Inc.

Technology
-81
- 0.13%
$207.23 - $234.82 $16.8K - $19K
60.3K $14M
PRAY
Shp ETF Tr Fis Biblically Resp
-8.19K
- 0.86%
$27.11 - $29.84 $222K - $244K
946K $28.2M
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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