13F-HR filed by Insight Inv LLC
Insight Inv LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-25, with 133 holding rows worth $145,379,866.
- Accession
- 0001398344-25-007728
- Filer
- CIK 1909322
- Filed
- 2025-04-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 133 entries on the cover page, a total value of $145,379,866 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,379,866 with VALUE read as dollars as filed, 13F file number 028-22463. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 68,735 | $6,964,231 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 74,854 | $4,381,953 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 50,130 | $4,049,759 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 15,208 | $3,781,621 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 38,801 | $3,557,523 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 21,607 | $3,416,067 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 29,376 | $3,393,387 | dollars as filed | |
| American Express Company | 025816109 | COM | 12,021 | $3,234,250 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 34,309 | $3,011,987 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 17,899 | $2,994,371 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 24,652 | $2,931,862 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 37,909 | $2,801,432 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 13,118 | $2,716,344 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 17,374 | $2,668,820 | dollars as filed | |
| GRAHAM HLDGS CO COM CL B | 384637104 | Stock | 2,718 | $2,611,617 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 20,782 | $2,542,066 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 20,727 | $2,524,549 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 31,943 | $2,521,580 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 61,032 | $2,504,730 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 18,833 | $2,494,619 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 12,642 | $2,414,125 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 16,872 | $2,358,874 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 31,962 | $2,274,416 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33740J104 | ULTRA SHT DUR MU | 112,445 | $2,259,582 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 36,510 | $2,247,921 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 7,879 | $2,147,658 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 18,378 | $2,144,161 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 14,080 | $2,111,155 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 18,369 | $2,078,008 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,626 | $2,031,640 | dollars as filed | |
| CORNING INC | 219350105 | COM | 42,859 | $1,962,085 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 31,797 | $1,939,299 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 27,268 | $1,935,755 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 10,117 | $1,903,615 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 27,544 | $1,885,456 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 92,560 | $1,839,167 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 34,780 | $1,828,797 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 16,625 | $1,822,765 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 18,316 | $1,807,778 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 10,123 | $1,779,320 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 59,667 | $1,687,383 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 10,963 | $1,590,951 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 19,800 | $1,586,178 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 16,047 | $1,562,496 | dollars as filed | |
| LINCOLN NATL CORP IND COM | 534187109 | Stock | 41,110 | $1,476,260 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 27,456 | $1,375,639 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 40,301 | $1,361,771 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 10,563 | $1,354,599 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 46,933 | $1,291,852 | dollars as filed | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 6,558 | $1,276,974 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 12,091 | $1,261,817 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 5,367 | $1,251,745 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 2,567 | $1,116,542 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 13,225 | $1,011,713 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 19,370 | $952,229 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 4,046 | $941,666 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 13,106 | $887,932 | dollars as filed | |
| Southern Company | 842587107 | COM | 9,030 | $830,309 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,425 | $764,375 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 21,475 | $719,413 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,336 | $686,584 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 8,607 | $651,120 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 12,800 | $643,072 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 14,814 | $625,141 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,630 | $597,379 | dollars as filed | |
| IJH | 464287507 | COM | 10,230 | $596,921 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,029 | $571,719 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 6,511 | $532,339 | dollars as filed | |
| Intel Corp | 458140100 | COM | 21,129 | $479,840 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 3,849 | $460,841 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,715 | $454,572 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 15,615 | $448,731 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,759 | $431,039 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,721 | $360,584 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 16,486 | $341,260 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 3,371 | $328,605 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 638 | $317,469 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 166 | $306,131 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,876 | $300,743 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 25,750 | $298,700 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 3,368 | $280,487 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 1,685 | $275,514 | dollars as filed | |
| NEW YORK LIFE INVESTMENTS ET | 45409B107 | NYLI HEDGE MULTI | 8,228 | $257,619 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,136 | $257,285 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 7,763 | $251,817 | dollars as filed | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 20,860 | $249,486 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,970 | $248,161 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 597 | $238,257 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 19,381 | $236,351 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 19,339 | $235,259 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,662 | $223,190 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 16,497 | $222,181 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,143 | $212,929 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 5,205 | $210,334 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 8,533 | $203,076 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 1,790 | $202,592 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 20,304 | $183,402 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 13,110 | $132,272 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 963 | $119,894 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,280 | $118,822 | dollars as filed | |
| VALKYRIE ETF TRUST II | 91917A108 | COINSHARES BITCN | 11,300 | $112,096 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 196 | $110,132 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 12,978 | $110,010 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 10,107 | $88,179 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 12,193 | $84,407 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 223 | $82,693 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 527 | $79,566 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 245 | $75,151 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 376 | $71,658 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 1,175 | $70,312 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 11,267 | $58,744 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 488 | $52,045 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 191 | $49,396 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 20,203 | $47,124 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 143 | $36,541 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 298 | $35,012 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 138 | $27,530 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 11,547 | $26,905 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 287 | $23,689 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 19,425 | $21,704 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| LULULEMON ATHLETICA INC | 550021109 | COM | 11,858 | $20,320 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 19,096 | $19,096 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 230 | $18,798 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 12,884 | $17,542 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| METLIFE INC COM | 59156R108 | Stock | 15,830 | $15,830 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 11,356 | $11,356 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| CME Group Inc. Class A | 12572Q105 | COM | 10,221 | $10,221 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| iShares TIPS Bond ETF | 464287176 | SHS | 87 | $9,665 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 108 | $8,710 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 68 | $6,310 | dollars as filed | |
| FIRST TR EXCHANGE ETF TRADED FD VI NASDAQ OIL & GAS | 33738R845 | ETF | 201 | $6,093 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 90 | $3,933 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 14 | $1,191 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-007728 | this filing | 2025-04-25 | acceptance time not in the bulk data set |