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Insight Inv LLC13F | |
| Insight Inv LLC | |
| Last update 2025-04-25 | 133 Stocks (15 new) |
| Value $145.00 Mil | Turnover 19 % |
Insight Inv LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 68,735 | 6,964.2 | +120.89% | 4.790 | +2.62% | 0.000 | -6.76% | -16.81% | 3,103,963.4 | Hardware | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 74,854 | 4,381.9 | +25.31% | 3.010 | +0.61% | 0.030 | +7.77% | +7.14% | 15,190.6 | ||
MSFT | Microsoft Corp | 50,130 | 4,049.8 | +376.29% | 2.790 | +2.20% | 0.000 | +28.98% | +17.19% | 3,657,183.2 | Software | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 15,208 | 3,781.6 | -0.03% | 2.600 | 0% | 0.000 | +17.10% | +34.24% | 270,640.3 | Software | |
AMZN | Amazon.com Inc | 38,801 | 3,557.5 | +109.40% | 2.450 | +1.28% | 0.000 | +14.72% | +0.49% | 2,340,481.1 | Retail - Cyclical | |
WSM | Williams-Sonoma Inc | 21,607 | 3,416.1 | -0.82% | 2.350 | -0.02% | 0.020 | +7.01% | -7.93% | 20,810.0 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 29,376 | 3,393.4 | +111.76% | 2.330 | +1.23% | 0.000 | +19.92% | +22.53% | 807,076.8 | Banks | |
AXP | American Express Co | 12,021 | 3,234.3 | +0.03% | 2.220 | 0% | 0.000 | +19.64% | +9.29% | 225,960.9 | Credit Services | |
WMT | Walmart Inc | 34,309 | 3,012.0 | -0.09% | 2.070 | 0% | 0.000 | +10.86% | +9.29% | 783,996.3 | Retail - Defensive | |
CVX | Chevron Corp | 17,899 | 2,994.4 | -1.94% | 2.060 | -0.04% | 0.000 | -12.56% | +2.86% | 252,160.1 | Oil & Gas |
Insight Inv LLC's Historical Top Holdings Breakdowns
Insight Inv LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +2.62% | 209.68 ($231.67) 247.1 | $207.82 | -10.29% | Add 120.89% | 68,735 | 37,617 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +2.20% | 375.39 ($407.71) 447.2 | $492.05 | 20.69% | Add 376.29% | 50,130 | 39,605 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +1.33% | 442.66 ($486.15) 534.52 | $489.61 | 0.71% | Add 318.49% | 20,782 | 15,816 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.28% | 190.26 ($217) 242.06 | $220.46 | 1.59% | Add 109.4% | 38,801 | 20,271 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +1.23% | 225.19 ($254.94) 279.95 | $290.41 | 13.91% | Add 111.76% | 29,376 | 15,504 | |
FUMB |
First Trust Ultra Short Duration Municipal ETF
First Trust Ultra Short Duration Municipal ETF
| 2025-03-31 | Add Add | +1.16% | 20.07 ($20.11) 20.16 | $20.11 | 0% | Add 297.68% | 112,445 | 84,170 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +1.03% | 154.33 ($181.36) 206.38 | $175.84 | -3.04% | Add 114.42% | 37,909 | 20,229 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.76% | 142.06 ($156.47) 167.7 | $155.92 | -0.35% | Add 141.11% | 27,544 | 16,120 | |
AMGN | Amgen Inc | 2025-03-31 | Add Add | +0.67% | 258.59 ($295.3) 327.36 | $290.52 | -1.62% | Add 67.64% | 12,642 | 5,101 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.61% | 57.22 ($60.78) 63.39 | $63.36 | 4.24% | Add 25.31% | 74,854 | 15,120 |
Insight Inv LLC Total Holding History ($B)
Insight Inv LLC's Asset Allocation
Insight Inv LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Insight Inv LLC's Hypothetical Growth since 2025-03-31
Insight Inv LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Insight Inv LLC's Holdings Heat Map
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Insight Inv LLC's Holdings Bubble Chart
Insight Inv LLC News
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