Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

$199 Million
Q3 2024

Insight 2811, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $44.9M, Ishares Barclays 1 3 Year Trea with a value of $24.4M, Ishares Barclays 20+ Year Trea with a value of $18.9M, Ishares Core U.S. Aggregate Bo with a value of $12.8M, and Ishares Russell 1000 Val ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $7.77M in the current position value, from $191M to 199M.

Insight 2811, Inc. is based out at Chicago, IL

Below you can find more details about Insight 2811, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $199 Million

ETFs: $168 Million

Technology: $8.65 Million

Financial Services: $6.02 Million

Healthcare: $3.38 Million

Industrials: $2.89 Million

Communication Services: $2.76 Million

Consumer Defensive: $2.6 Million

Basic Materials: $2.35 Million

Other: $1.71 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 89
Current Value $199 Million
Prior Value $191 Million
Filing
Period Q3 2024
Filing Date November 06, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 5 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 32 stocks

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