Insight Inv LLC Reduced Holdings in Q3 2025

Insight Inv LLC

  • $169 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-3.48K
- 30.35%
$86.56 - $107.43 $301K - $374K
7.99K $716K
BMY
Bristol Myers Squibb CO

Healthcare
-6.43K
- 20.73%
$43.31 - $48.98 $279K - $315K
24.6K $1.11M
IEFA
Ishares Tr

ETFs
-3.86K
- 45.24%
$81.7 - $87.53 $315K - $338K
4.67K $407K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-7.98K
- 37.14%
$35.42 - $38.65 $282K - $308K
13.5K $513K
ELV
Elevance Health, Inc.

Healthcare
-144
- 5.61%
$274.66 - $395.76 $39.6K - $57K
2.42K $783K
AMZN
Amazon Com Inc

Consumer Cyclical
-925
- 5.18%
$211.65 - $238.24 $196K - $220K
16.9K $3.72M
RDVY
First Trust Rising Dividend Ac

ETFs
-7.3K
- 9.61%
$62.38 - $67.29 $455K - $491K
68.7K $4.62M
MDT
Medtronic PLC

Healthcare
-2.68K
- 19.04%
$87.67 - $95.74 $235K - $256K
11.4K $1.09M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.54K
- 46.18%
$98.99 - $112.2 $152K - $172K
1.79K $197K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.48K
- 4.66%
$78.96 - $80.04 $117K - $118K
30.2K $2.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.84K
- 17.99%
$62.09 - $66.51 $114K - $122K
8.39K $547K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 4.36%
$915.95 - $994.57 $22.9K - $24.9K
548 $507K
FICO
Fair Isaac Corp

Technology
-2
- 1.2%
$1311.26 - $1869.83 $2.62K - $3.74K
164 $245K
T
At&T Inc.

Communication Services
-298
- 0.5%
$26.94 - $29.62 $8.03K - $8.83K
59.8K $1.69M
V
Visa Inc.

Financial Services
-57
- 3.7%
$332.09 - $358.86 $18.9K - $20.5K
1.49K $506K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-954
- 20.65%
N/A
3.67K $148K
VTV
Vanguard Value ETF

ETFs
-395
- 8.93%
$175.51 - $186.57 $69.3K - $73.7K
4.03K $751K
NVDA
Nvidia Corp

Technology
-425
- 23.27%
$153.3 - $186.58 $65.2K - $79.3K
1.4K $261K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-201
- 20.87%
$131.47 - $143.64 $26.4K - $28.9K
762 $107K
PANW
Palo Alto Networks Inc

Technology
-89
- 7.3%
$167.06 - $208.19 $14.9K - $18.5K
1.13K $230K
IWN
Ishares Russell2000 Val ETF

ETFs
-127
- 38.84%
$157.1 - $178.94 $20K - $22.7K
200 $35K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-61
- 42.66%
$284.45 - $324.95 $17.4K - $19.8K
82 $26K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-268
- 8.09%
$91.28 - $97.59 $24.5K - $26.2K
3.04K $291K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-258
- 6.79%
$122.57 - $132.57 $31.6K - $34.2K
3.54K $459K
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 21.74%
$214.92 - $244.84 $6.45K - $7.35K
108 $26K
IWS
Ishares Russell Midcap Value E

ETFs
-105
- 5.33%
$132.83 - $140.61 $13.9K - $14.8K
1.87K $260K
RGLD
Royal Gold Inc

Basic Materials
-185
- 10.98%
$151.42 - $200.58 $28K - $37.1K
1.5K $300K
IVW
Ishares S&P 500 Growth ETF

ETFs
-85
- 6.64%
$108.97 - $121.65 $9.26K - $10.3K
1.2K $144K
CVS
Cvs Health Corp

Healthcare
-916
- 7.28%
$58.75 - $76.5 $53.8K - $70.1K
11.7K $879K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.66%
$291.67 - $316.99 $2.63K - $2.85K
1.36K $412K
IWD
Ishares Russell 1000 Val ETF

ETFs
-346
- 3.42%
$192.76 - $203.86 $66.7K - $70.5K
9.77K $1.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37
- 5.9%
$404.94 - $499.99 $15K - $18.5K
590 $286K
ABBV
Abb Vie Inc.

Healthcare
-178
- 10.48%
$184.85 - $231.54 $32.9K - $41.2K
1.52K $351K
MRK
Merck & Co., Inc.

Healthcare
-505
- 2.57%
$77.6 - $87.37 $39.2K - $44.1K
19.1K $1.61M
MSFT
Microsoft Corp

Technology
-304
- 2.94%
$491.09 - $535.64 $149K - $163K
10K $5.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-351
- 6.24%
$420.11 - $472.68 $147K - $166K
5.28K $2.47M
AVGO
Broadcom Inc.

Technology
-108
- 4.94%
$264.74 - $369.57 $28.6K - $39.9K
2.08K $685K
GOOG
Alphabet Inc.

Communication Services
-168
- 6.58%
$175.16 - $255.24 $29.4K - $42.9K
2.39K $581K
WMT
Walmart Inc.

Consumer Defensive
-196
- 0.59%
$94.4 - $104.27 $18.5K - $20.4K
33K $3.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
-522
- 2.5%
$163.62 - $210.2 $85.4K - $110K
20.4K $3.99M
ORCL
Oracle Corp

Technology
-3
- 0.02%
$218.96 - $328.33 $657 - $985
16.4K $4.62M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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