Insight 2811, Inc. Reduced Holdings in Q1 2025

Insight 2811, Inc.

  • $199 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.4K
- 4.79%
$81.83 - $82.73 $854K - $863K
207K $17.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-381
- 4.99%
$360.07 - $417.26 $137K - $159K
7.26K $2.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.81K
- 4.5%
$182.82 - $196.21 $513K - $550K
59.6K $11.2M
AAPL
Apple Inc.

Technology
-113
- 1.3%
$209.68 - $247.1 $23.7K - $27.9K
8.6K $1.91M
IWP
Ishares Russell Mid Cap Growth

ETFs
-837
- 4.78%
$114.9 - $139.6 $96.2K - $117K
16.7K $1.96M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.58K
- 4.67%
$50.39 - $50.66 $231K - $232K
93.5K $4.73M
MSFT
Microsoft Corp

Technology
-73
- 2.1%
$375.39 - $447.2 $27.4K - $32.6K
3.4K $1.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-188
- 4.94%
$254.58 - $302.92 $47.9K - $56.9K
3.62K $924K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.1K
- 4.71%
$85.29 - $92.57 $1.03M - $1.12M
244K $22.2M
ORCL
Oracle Corp

Technology
-14
- 0.26%
$139.81 - $186.47 $1.96K - $2.61K
5.45K $761K
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 0.92%
$551.42 - $612.93 $21K - $23.3K
4.07K $2.28M
MRK
Merck & Co., Inc.

Healthcare
-310
- 4.07%
$83.01 - $101.02 $25.7K - $31.3K
7.3K $655K
NVDA
Nvidia Corp

Technology
-140
- 4.45%
$106.98 - $149.43 $15K - $20.9K
3.01K $325K
AMAT
Applied Materials Inc

Technology
-100
- 3.8%
$145.06 - $195.51 $14.5K - $19.6K
2.53K $367K
IWS
Ishares Russell Midcap Value E

ETFs
-161
- 1.55%
$122.59 - $135.24 $19.7K - $21.8K
10.2K $1.29M
MS
Morgan Stanley

Financial Services
-41
- 0.88%
$111.68 - $141.08 $4.58K - $5.78K
4.61K $537K
LMT
Lockheed Martin Corp

Industrials
-10
- 1.08%
$423.19 - $506.29 $4.23K - $5.06K
916 $409K
DHR
Danaher Corp

Healthcare
-11
- 0.72%
$201.62 - $250.59 $2.22K - $2.76K
1.52K $312K
JULZ
Listed Fds Tr Trueshares Struc

Technology
-797
- 7.45%
N/A
9.9K $385K
META
Meta Platforms, Inc.

Communication Services
-27
- 2.84%
$576.36 - $736.67 $15.6K - $19.9K
923 $531K
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
-1.45K
- 11.75%
$31.61 - $34.2 $45.9K - $49.7K
10.9K $370K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-250
- 3.39%
$99.16 - $99.52 $24.8K - $24.9K
7.14K $709K
VGSH
Vanguard

ETFs
-6.87K
- 0.92%
$58.07 - $58.69 $399K - $403K
744K $43.6M
CMCSA
Comcast Corp

Communication Services
-200
- 3.01%
$33.19 - $38.23 $6.64K - $7.65K
6.45K $237K
ALL
Allstate Corp

Financial Services
-100
- 4.9%
$180.99 - $210.18 $18.1K - $21K
1.94K $401K
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.39%
$158.56 - $176.26 $2.38K - $2.64K
3.83K $653K
JPM
Jpmorgan Chase & CO

Financial Services
-19
- 0.59%
$225.19 - $279.95 $4.28K - $5.32K
3.18K $779K
XOM
Exxon Mobil Corp

Energy
-98
- 3.62%
$105.44 - $118.93 $10.3K - $11.7K
2.61K $310K
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 1.99%
$279.74 - $321.29 $6.71K - $7.71K
1.19K $370K
ACGL
Arch Capital Group Ltd.

Financial Services
-91
- 1.08%
$88.13 - $96.94 $8.02K - $8.82K
8.34K $802K
KO
Coca Cola CO

Consumer Defensive
-33
- 0.88%
$60.81 - $72.32 $2.01K - $2.39K
3.7K $264K
IBM
International Business Machines Corp

Technology
-221
- 6.45%
$217.4 - $264.74 $48K - $58.5K
3.2K $796K
VZ
Verizon Communications Inc

Communication Services
-325
- 2.51%
$37.81 - $46.49 $12.3K - $15.1K
12.6K $571K
NEM
Newmont Corp

Basic Materials
-100
- 1.68%
$37.79 - $48.39 $3.78K - $4.84K
5.85K $282K
ABBV
Abb Vie Inc.

Healthcare
-32
- 1.47%
$169.2 - $216.66 $5.41K - $6.93K
2.15K $449K
JNJ
Johnson & Johnson

Healthcare
-135
- 2.55%
$142.06 - $167.7 $19.2K - $22.6K
5.16K $855K
AEM
Agnico Eagle Mines LTD

Basic Materials
-79
- 1.65%
$79.66 - $108.41 $6.29K - $8.56K
4.7K $509K
GOLD
Barrick Gold Corp

Basic Materials
-260
- 0.71%
$15.45 - $19.56 $4.02K - $5.09K
36.6K $711K
IEFA
Ishares Tr

ETFs
-3.72K
- 4.36%
$69.57 - $78.65 $259K - $293K
81.6K $6.17M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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