Insight Inv LLC Incresed Positions in Q1 2025

Insight Inv LLC

  • $282 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
39.6K
+ 376.29%
$375.39 - $447.2 $14.9M - $17.7M
50.1K $18.8M
COST
Costco Wholesale Corp

Consumer Defensive
14.1K
+ 1974.79%
$890.62 - $1076.86 $12.6M - $15.2M
14.8K $14M
UNH
Unitedhealth Group Inc

Healthcare
20K
+ 6600.99%
$461.52 - $548.18 $9.23M - $11M
20.3K $10.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.8K
+ 318.49%
$442.66 - $534.52 $7M - $8.45M
20.8K $11.1M
AAPL
Apple Inc.

Technology
37.6K
+ 120.89%
$209.68 - $247.1 $7.89M - $9.3M
68.7K $15.3M
V
Visa Inc.

Financial Services
13.4K
+ 843.44%
$306.92 - $362.71 $4.12M - $4.87M
15K $5.27M
MCD
Mcdonalds Corp

Consumer Cyclical
14.2K
+ 1022.57%
$279.74 - $321.29 $3.98M - $4.57M
15.6K $4.88M
JPM
Jpmorgan Chase & CO

Financial Services
15.5K
+ 111.76%
$225.19 - $279.95 $3.49M - $4.34M
29.4K $7.21M
AMZN
Amazon Com Inc

Consumer Cyclical
20.3K
+ 109.4%
$190.26 - $242.06 $3.86M - $4.91M
38.8K $7.38M
PANW
Palo Alto Networks Inc

Technology
18.3K
+ 1621.23%
$167.82 - $208.28 $3.06M - $3.8M
19.4K $3.31M
JNJ
Johnson & Johnson

Healthcare
16.1K
+ 141.11%
$142.06 - $167.7 $2.29M - $2.7M
27.5K $4.57M
ADBE
Adobe Inc.

Technology
7.23K
+ 1367.49%
$377.84 - $464.11 $2.73M - $3.36M
7.76K $2.98M
GOOGL
Alphabet Inc.

Communication Services
20.2K
+ 114.42%
$154.33 - $206.19 $3.12M - $4.17M
37.9K $5.86M
AMGN
Amgen Inc

Healthcare
5.1K
+ 67.64%
$258.59 - $327.36 $1.32M - $1.67M
12.6K $3.94M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
84.2K
+ 297.68%
$20.07 - $20.16 $1.69M - $1.7M
112K $2.26M
CSCO
Cisco Systems, Inc.

Technology
21.1K
+ 52.72%
$58.74 - $64.87 $1.24M - $1.37M
61K $3.77M
MDT
Medtronic PLC

Healthcare
12.6K
+ 84.19%
$79.84 - $94.5 $1M - $1.19M
27.5K $2.47M
MRK
Merck & Co., Inc.

Healthcare
15K
+ 75.72%
$83.01 - $101.02 $1.24M - $1.51M
34.8K $3.12M
PG
Procter & Gamble CO

Consumer Defensive
6.53K
+ 55.12%
$158.56 - $176.26 $1.03M - $1.15M
18.4K $3.13M
VZ
Verizon Communications Inc

Communication Services
19.5K
+ 71.28%
$37.81 - $46.49 $739K - $908K
46.9K $2.13M
NVDA
Nvidia Corp

Technology
9.79K
+ 417.75%
$106.98 - $149.43 $1.05M - $1.46M
12.1K $1.32M
RDVY
First Trust Rising Dividend Ac

ETFs
15.1K
+ 25.31%
$57.22 - $63.39 $865K - $958K
74.9K $4.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.6K
+ 120.99%
$48.31 - $49.23 $512K - $522K
19.4K $952K
WRB
Berkley W R Corp

Financial Services
300
+ 0.95%
$56.7 - $71.27 $17K - $21.4K
32K $2.27M
RTX
Raytheon Technologies Corp

Industrials
447
+ 2.43%
$114.1 - $135.66 $51K - $60.6K
18.8K $2.49M
XOM
Exxon Mobil Corp

Energy
317
+ 1.3%
$105.44 - $118.93 $33.4K - $37.7K
24.7K $2.93M
PFE
Pfizer Inc

Healthcare
10K
+ 107.06%
$25.01 - $27.13 $250K - $271K
19.3K $490K
BMY
Bristol Myers Squibb CO

Healthcare
938
+ 3.04%
$53.9 - $63.11 $50.6K - $59.2K
31.8K $1.94M
ELV
Elevance Health, Inc.

Healthcare
10
+ 0.39%
$365.9 - $436.25 $3.66K - $4.36K
2.57K $1.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.63K
+ 5.36%
$77.7 - $78.94 $126K - $128K
31.9K $2.52M
PEP
Pepsico Inc

Consumer Defensive
1.19K
+ 9.19%
$142.64 - $156.42 $169K - $185K
14.1K $2.11M
EOG
Eog Resources Inc

Energy
737
+ 7.5%
$120.54 - $138.05 $88.8K - $102K
10.6K $1.35M
GD
General Dynamics Corp

Industrials
280
+ 3.68%
$241.94 - $272.58 $67.7K - $76.3K
7.88K $2.15M
JCI
Johnson Controls International PLC

Industrials
1K
+ 5.32%
$76.12 - $90.6 $76.1K - $90.6K
19.8K $1.59M
IEFA
Ishares Tr

ETFs
670
+ 8.44%
$69.57 - $78.65 $46.6K - $52.7K
8.61K $651K
IWD
Ishares Russell 1000 Val ETF

ETFs
283
+ 2.88%
$182.82 - $196.21 $51.7K - $55.5K
10.1K $1.9M
INTC
Intel Corp

Technology
745
+ 3.65%
$19.1 - $27.39 $14.2K - $20.4K
21.1K $479K
ABBV
Abb Vie Inc.

Healthcare
19
+ 1.12%
$169.2 - $216.66 $3.21K - $4.12K
1.72K $360K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
142
+ 11.89%
$507.05 - $563.67 $72K - $80K
1.34K $686K
IVV
Ishares Core S&P 500 ETF

ETFs
73
+ 59.35%
$554.06 - $615.85 $40.4K - $45K
196 $110K
PARA
Paramount Global

Communication Services
425
+ 2.08%
$10.16 - $12.14 $4.32K - $5.16K
20.9K $249K
FICO
Fair Isaac Corp

Technology
28
+ 20.29%
$1695.35 - $2030.47 $47.5K - $56.9K
166 $306K
QCOM
Qualcomm Inc

Technology
195
+ 1.14%
$151.94 - $175.86 $29.6K - $34.3K
17.4K $2.67M
C
Citigroup Inc

Financial Services
146
+ 0.54%
$67.23 - $84.63 $9.82K - $12.4K
27.3K $1.94M
CTSH
Cognizant Technology Solutions Corp

Technology
74
+ 0.56%
$75.32 - $90.7 $5.57K - $6.71K
13.2K $1.01M
Labcorp Holdings Inc
187
+ 4.85%
N/A
4.05K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
550
+ 5.68%
$57.21 - $65.8 $31.5K - $36.2K
10.2K $596K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 3.16%
$347.25 - $424.87 $17.4K - $21.2K
1.63K $597K
AVGO
Broadcom Inc.

Technology
595
+ 28.07%
$167.43 - $244.7 $99.6K - $146K
2.72K $454K
Activity Summary
Buys All Purchases 74 New Holdings 15 Increased Positions 59 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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