Insight 2811, Inc. Portfolio Holdings by Sector
Insight 2811, Inc.
- $199 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
ETFs | ETFs
VGSH TLT SHY AGG IVV IWD IEFA VGLT 33 stocks |
$169,447
85.45% of portfolio
|
12
|
14
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$3,721
1.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV PFE 4 stocks |
$2,253
1.14% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,038
1.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,910
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1,817
0.92% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$1,526
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GOLD AEM NEM 3 stocks |
$1,502
0.76% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
INTC QCOM NVDA 3 stocks |
$1,272
0.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT NOC 3 stocks |
$1,176
0.59% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FIS 2 stocks |
$1,009
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$915
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL XOM BP 3 stocks |
$879
0.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$876
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$808
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$779
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$752
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$653
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$615
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP 1 stocks |
$588
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$517
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$483
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$401
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$373
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$370
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$367
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$312
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE 1 stocks |
$262
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
MWA 1 stocks |
$238
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ASB 1 stocks |
$225
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$221
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|