Capital Insight Partners, LLC Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Capital Insight Partners, LLCInvestment ActivityCapital Insight Partners, LLC has $535.19 million in total holdings as of March 31, 2024.Capital Insight Partners, LLC owns shares of 162 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 6.06% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Capital Insight Partners, LLC has purchased 161 new stocks and bought additional shares in 104 stocks.Capital Insight Partners, LLC sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $35,097,485FIS Biblically Responsible Risk Managed ETF $27,223,062iShares National Muni Bond ETF $26,353,392Vanguard Intermediate-Term Bond ETF $21,872,409iShares Core S&P 500 ETF $16,135,180 Largest New Holdings this Quarter CORPAY INC $678,788 HoldingFidelity Total Bond ETF $228,771 HoldingDarden Restaurants $225,486 HoldingBioMarin Pharmaceutical $208,743 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 23,868 shares (about $3.53M)Old Dominion Freight Line 12,309 shares (about $2.70M)iShares Core U.S. Aggregate Bond ETF 12,607 shares (about $1.23M)iShares National Muni Bond ETF 11,180 shares (about $1.20M)iShares Core S&P 500 ETF 1,526 shares (about $802.26K) Largest Sales this Quarter Johnson & Johnson 26,636 shares (about $4.21M)Aflac 8,247 shares (about $708.09K)United Parcel Service 3,015 shares (about $448.12K)FIS Biblically Responsible Risk Managed ETF 13,502 shares (about $375.03K)Nordson 1,132 shares (about $310.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapital Insight Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$35,097,485$1,234,730 ▲3.6%358,3576.6%FinancePRAYFIS Biblically Responsible Risk Managed ETF$27,223,062$375,029 ▼-1.4%980,1005.1%ETFMUBiShares National Muni Bond ETF$26,353,392$1,202,968 ▲4.8%244,9204.9%ETFBIVVanguard Intermediate-Term Bond ETF$21,872,409$790,343 ▲3.7%290,0854.1%ETFIVViShares Core S&P 500 ETF$16,135,180$802,264 ▲5.2%30,6913.0%ETFISTBiShares Core 1-5 Year USD Bond ETF$14,614,462$371,787 ▲2.6%308,0622.7%ManufacturingEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$11,429,201$669,551 ▲6.2%557,5222.1%ETFAAPLApple$11,175,004$253,619 ▲2.3%65,1682.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$9,312,131$354,698 ▲4.0%98,6351.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,084,851$447,991 ▲5.2%176,0631.7%ManufacturingXLVHealth Care Select Sector SPDR Fund$9,035,610$3,526,020 ▲64.0%61,1631.7%ETFSCHCSchwab International Small-Cap Equity ETF$8,699,615$318,119 ▲3.8%243,0061.6%ETFMSFTMicrosoft$8,579,323$84,144 ▲1.0%20,3921.6%Computer and TechnologyGOOGLAlphabet$7,747,539$25,960 ▼-0.3%51,3321.4%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$7,468,808$485,878 ▲7.0%110,0621.4%ManufacturingMETAMeta Platforms$7,269,619$2,428 ▲0.0%14,9711.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,207,796$76,715 ▼-1.1%35,9851.3%FinanceISRGIntuitive Surgical$7,011,613$694,417 ▲11.0%17,5691.3%MedicalBKNGBooking$6,548,324$39,907 ▲0.6%1,8051.2%Retail/WholesaleCHEChemed$6,401,326$449,351 ▲7.5%9,9721.2%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,346,369$252,628 ▲4.1%213,1801.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$6,290,865$310,361 ▲5.2%244,8761.2%ETFMAMastercard$6,153,502$131,950 ▲2.2%12,7781.1%Business ServicesICEIntercontinental Exchange$5,843,662$282,144 ▲5.1%42,5211.1%Financial ServicesNVONovo Nordisk A/S$5,829,874$86,542 ▲1.5%45,4041.1%MedicalCASYCasey's General Stores$5,679,875$512,068 ▲9.9%17,8361.1%Retail/WholesaleVOVanguard Mid-Cap ETF$5,659,829$254,857 ▲4.7%22,6521.1%ETFAMZNAmazon.com$5,457,939$246,760 ▲4.7%30,2581.0%Retail/WholesaleEWEdwards Lifesciences$5,398,854$630,887 ▲13.2%56,4971.0%MedicalXLBMaterials Select Sector SPDR Fund$5,380,468$212,161 ▲4.1%57,9231.0%ETFHONHoneywell International$5,318,028$72,659 ▲1.4%25,9101.0%Multi-Sector ConglomeratesODFLOld Dominion Freight Line$5,215,631$2,699,487 ▲107.3%23,7821.0%TransportationXLKTechnology Select Sector SPDR Fund$5,134,481$72,061 ▼-1.4%24,6531.0%ETFBACBank of America$5,088,030$21,918 ▼-0.4%134,1781.0%FinanceORCLOracle$5,068,615$234,137 ▲4.8%40,3520.9%Computer and TechnologyFDSFactSet Research Systems$5,029,643$351,243 ▲7.5%11,0690.9%Business ServicesHDHome Depot$4,481,599$125,821 ▲2.9%11,6830.8%Retail/WholesaleUNHUnitedHealth Group$4,474,562$164,240 ▲3.8%9,0450.8%MedicalONOnsemi$4,246,263$373,928 ▲9.7%57,7330.8%Computer and TechnologyRSGRepublic Services$4,237,716$416,382 ▲10.9%22,1360.8%Business ServicesXLREReal Estate Select Sector SPDR Fund$4,124,561$553 ▲0.0%104,3400.8%ETFCCOICogent Communications$4,059,476$256,551 ▲6.7%62,1380.8%Computer and TechnologyNDSNNordson$4,042,877$310,779 ▼-7.1%14,7260.8%Industrial ProductsASMLASML$4,010,953$171,773 ▲4.5%4,1330.7%Computer and TechnologyPEPPepsiCo$4,010,530$158,034 ▲4.1%22,9160.7%Consumer StaplesLOGILogitech International$4,010,390$329,329 ▲8.9%44,8740.7%Computer and TechnologyTREXTrex$3,899,128$96,758 ▲2.5%39,0890.7%ConstructionPGRProgressive$3,841,682$105,478 ▲2.8%18,5750.7%FinanceVVVValvoline$3,826,380$318,676 ▲9.1%85,8510.7%Basic MaterialsCMCSAComcast$3,815,277$29,348 ▲0.8%88,0110.7%Consumer DiscretionaryRELXRelx$3,791,901$267,662 ▲7.6%87,5930.7%Computer and TechnologyTSTenaris$3,770,824$414,495 ▲12.3%96,0230.7%EnergyMANHManhattan Associates$3,748,446$26,524 ▲0.7%14,9800.7%Computer and TechnologyIGFiShares Global Infrastructure ETF$3,640,169$43,810 ▼-1.2%76,4420.7%ManufacturingVTIVanguard Total Stock Market ETF$3,581,422$80,049 ▼-2.2%13,7800.7%ETFCHKPCheck Point Software Technologies$3,514,079$413,141 ▲13.3%21,4260.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,495,834$277,240 ▼-7.3%6,6830.7%FinanceSCHASchwab US Small-Cap ETF$3,347,976$166,825 ▲5.2%67,9930.6%ETFGNTXGentex$3,206,228$281,266 ▲9.6%88,7660.6%Auto/Tires/TrucksCPCanadian Pacific Kansas City$3,188,228$230,741 ▲7.8%36,1600.6%TransportationVXUSVanguard Total International Stock ETF$3,148,866$225,824 ▼-6.7%52,2200.6%ETFSWKSSkyworks Solutions$3,144,963$328,426 ▲11.7%29,0340.6%Computer and TechnologyTMToyota Motor$2,988,197$74,749 ▲2.6%11,8730.6%Auto/Tires/TrucksNVDANVIDIA$2,820,915$285,525 ▼-9.2%3,1220.5%Computer and TechnologyHDBHDFC Bank$2,789,937$271,287 ▲10.8%49,8470.5%FinanceCLColgate-Palmolive$2,644,229$36,290 ▲1.4%29,3640.5%Consumer StaplesFCNFTI Consulting$2,601,708$180,219 ▲7.4%12,3720.5%Business ServicesNKENIKE$2,495,263$173,957 ▲7.5%26,5510.5%Consumer DiscretionaryPFEPfizer$2,402,651$71,595 ▼-2.9%86,5820.4%MedicalTJXTJX Companies$2,327,387$128,195 ▲5.8%22,9480.4%Retail/WholesaleULUnilever$2,159,375$201 ▼0.0%43,0240.4%Consumer StaplesBNDVanguard Total Bond Market ETF$1,841,825$61,082 ▼-3.2%25,3590.3%ETFTOLToll Brothers$1,810,663$490,312 ▲37.1%13,9960.3%ConstructionIBBiShares Biotechnology ETF$1,773,706$89,605 ▲5.3%12,9260.3%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,765,673$24,922 ▼-1.4%34,4320.3%ManufacturingPANWPalo Alto Networks$1,620,110$413,409 ▲34.3%5,7020.3%Computer and TechnologyVVisa$1,580,989$15,628 ▼-1.0%5,6650.3%Business ServicesAOAiShares Core Aggressive Allocation ETF$1,423,582$37,979 ▼-2.6%19,3790.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,385,705$39,173 ▲2.9%18,1470.3%ETFAORiShares Core Growth Allocation ETF$1,372,683$234,097 ▼-14.6%24,6570.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,332,651$11,769 ▼-0.9%7,2470.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,302,849$810 ▲0.1%25,7480.2%ETFBSVVanguard Short-Term Bond ETF$1,281,616$95,608 ▼-6.9%16,7160.2%ETFLOWLowe's Companies$1,274,924$327,073 ▲34.5%5,0050.2%Retail/WholesaleGPKGraphic Packaging$1,249,196$334,841 ▲36.6%42,8100.2%Industrial ProductsLLYEli Lilly and Company$1,236,179$201,492 ▼-14.0%1,5890.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,220,339$48,705 ▼-3.8%15,7850.2%ETFCSHINEOS Enhanced Income Cash Alternative ETF$1,214,498$45,966 ▲3.9%24,3870.2%ETFGFLGFL Environmental$1,201,635$326,439 ▲37.3%34,8300.2%Business ServicesDEODiageo$1,143,067$63,363 ▼-5.3%7,6850.2%Consumer StaplesNOWServiceNow$1,048,300$311,059 ▲42.2%1,3750.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,042,1590.0%3,0920.2%ETFLENLennar$1,018,122$299,245 ▲41.6%5,9200.2%ConstructionSCHHSchwab U.S. REIT ETF$995,350$23,386 ▼-2.3%49,0320.2%ETFACGLArch Capital Group$924,4000.0%10,0000.2%FinanceXLFFinancial Select Sector SPDR Fund$919,438$16,848 ▼-1.8%21,8290.2%ETFGOOGAlphabet$912,495$40,653 ▼-4.3%5,9930.2%Computer and TechnologyTSCOTractor Supply$877,0240.0%3,3510.2%Retail/WholesaleURIUnited Rentals$876,149$251,667 ▲40.3%1,2150.2%ConstructionZTSZoetis$863,987$202,206 ▲30.6%5,1060.2%MedicalShowing largest 100 holdings. 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