Insight 2811, Inc. Top Holdings and 13F Report (2025) About Insight 2811, Inc.Investment ActivityInsight 2811, Inc. has $211.15 million in total holdings as of June 30, 2025.Insight 2811, Inc. owns shares of 87 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Insight 2811, Inc. has purchased 86 new stocks and bought additional shares in 30 stocks.Insight 2811, Inc. sold shares of 32 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $46,524,011iShares 20+ Year Treasury Bond ETF $22,428,914iShares Core S&P 500 ETF $19,257,234iShares Core U.S. Aggregate Bond ETF $17,867,285iShares 1-3 Year Treasury Bond ETF $17,595,570 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP $748,458 Holding11135F101 - Broadcom $496,170 Holding210322731 - ELEVATION SERIES TRUST $349,531 Holding921932869 - Vanguard S&P Mid-Cap 400 Growth ETF $260,082 Holding921932794 - Vanguard S&P Small-Cap 600 Growth ETF $257,239 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 6,493 shares (about $4.03M)Vanguard Short-Term Treasury ETF 47,925 shares (about $2.82M)iShares Core U.S. Aggregate Bond ETF 13,897 shares (about $1.38M)Vanguard Long-Term Treasury ETF 19,152 shares (about $1.07M)iShares 20+ Year Treasury Bond ETF 9,901 shares (about $873.76K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,564 shares (about $4.06M)JPMorgan Ultra-Short Income ETF 14,177 shares (about $718.49K)SPDR Bloomberg 1-3 Month T-Bill ETF 5,390 shares (about $494.42K)SPDR Bloomberg 3-12 Month T-Bill ETF 2,500 shares (about $248.57K)Berkshire Hathaway 412 shares (about $200.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight 2811, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$46,524,011$2,817,035 ▲6.4%791,49322.0%ETFTLTiShares 20+ Year Treasury Bond ETF$22,428,914$873,763 ▲4.1%254,15210.6%ETFIVViShares Core S&P 500 ETF$19,257,234$4,031,508 ▲26.5%31,0159.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$17,867,285$1,378,588 ▲8.4%180,1138.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$17,595,570$411,483 ▲2.4%212,3538.3%ManufacturingIWDiShares Russell 1000 Value ETF$11,809,808$240,263 ▲2.1%60,8035.6%ETFIEFAiShares Core MSCI EAFE ETF$6,918,679$107,773 ▲1.6%82,8783.3%ETFVGLTVanguard Long-Term Treasury ETF$6,521,948$1,074,813 ▲19.7%116,2143.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,770,786$494,425 ▼-9.4%52,0092.3%ETFJPSTJPMorgan Ultra-Short Income ETF$4,018,291$718,495 ▼-15.2%79,2871.9%ETFIWFiShares Russell 1000 Growth ETF$3,011,971$68,357 ▼-2.2%7,0941.4%ETFSPYSPDR S&P 500 ETF Trust$2,476,343$4,055,568 ▼-62.1%4,0081.2%FinanceVOOVVanguard S&P 500 Value ETF$2,464,201$387,803 ▲18.7%13,0581.2%ETFBRK.BBerkshire Hathaway$2,462,368$200,137 ▼-7.5%5,0691.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,327,466$15,255 ▲0.7%16,7831.1%ETFAAPLApple$1,763,436$1,026 ▼-0.1%8,5950.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,731,765$224,509 ▲14.9%30,3760.8%ETFMSFTMicrosoft$1,698,158$5,472 ▲0.3%3,4140.8%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$1,354,171$4,361 ▲0.3%10,2480.6%ETFFBINFortune Brands Innovations$1,213,4870.0%23,5720.6%Retail/WholesaleORCLOracle$1,202,137$10,714 ▲0.9%5,4980.6%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,066,544$32,588 ▲3.2%3,7310.5%ETFIWNiShares Russell 2000 Value ETF$1,023,231$35,023 ▲3.5%6,4860.5%ETFCSCOCisco Systems$966,082$19,635 ▼-2.0%13,9240.5%Computer and TechnologyJPMJPMorgan Chase & Co.$954,384$33,340 ▲3.6%3,2920.5%FinanceGOOGAlphabet$942,479$20,045 ▲2.2%5,3130.4%Computer and TechnologyIBMInternational Business Machines$928,557$15,623 ▼-1.7%3,1500.4%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$922,529$20,919 ▲2.3%36,2060.4%ETFVIOOVanguard S&P Small-Cap 600 ETF$895,900$26,320 ▼-2.9%8,8500.4%ETFACGLArch Capital Group$759,3570.0%8,3400.4%FinanceJNJJohnson & Johnson$753,669$34,063 ▼-4.3%4,9340.4%MedicalBARRICK MNG CORP$748,458$748,458 ▲New Holding35,9490.4%COM SHSIWMiShares Russell 2000 ETF$740,160$7,768 ▼-1.0%3,4300.4%FinanceMDLZMondelez International$734,017$13,488 ▼-1.8%10,8840.3%Consumer StaplesBABoeing$680,658$10,478 ▲1.6%3,2480.3%AerospaceMETAMeta Platforms$678,305$2,952 ▼-0.4%9190.3%Computer and TechnologyMSMorgan Stanley$647,393$2,113 ▼-0.3%4,5960.3%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$595,5160.0%13,2190.3%FinanceMCKMcKesson$563,5080.0%7690.3%MedicalPGProcter & Gamble$546,627$63,887 ▼-10.5%3,4310.3%Consumer StaplesGOOGLAlphabet$543,846$3,348 ▲0.6%3,0860.3%Computer and TechnologyEXPEagle Materials$535,5920.0%2,6500.3%ConstructionAEMAgnico Eagle Mines$534,471$24,143 ▼-4.3%4,4940.3%Basic MaterialsINTCIntel$526,064$941 ▲0.2%23,4850.2%Computer and TechnologyMRKMerck & Co., Inc.$506,466$71,244 ▼-12.3%6,3980.2%MedicalAVGOBroadcom$496,170$496,170 ▲New Holding1,8000.2%Computer and TechnologyVZVerizon Communications$489,557$56,035 ▼-10.3%11,3140.2%Computer and TechnologyNVDANVIDIA$479,817$4,740 ▲1.0%3,0370.2%Computer and TechnologyGSThe Goldman Sachs Group$469,971$20,526 ▼-4.2%6640.2%FinanceAMATApplied Materials$462,252$915 ▼-0.2%2,5250.2%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$460,858$248,575 ▼-35.0%4,6350.2%ETFAJGArthur J. Gallagher & Co.$448,1680.0%1,4000.2%FinanceJULZTrueShares Structured Outcome (July) ETF$430,5280.0%9,9040.2%ETFVOOVanguard S&P 500 ETF$422,614$100,541 ▲31.2%7440.2%ETFLMTLockheed Martin$420,531$3,705 ▼-0.9%9080.2%AerospaceXMESPDR S&P Metals & Mining ETF$418,2430.0%6,2220.2%ETFQCOMQUALCOMM$414,872$15,926 ▼-3.7%2,6050.2%Computer and TechnologyTGTTarget$409,200$56,329 ▲16.0%4,1480.2%Retail/WholesaleABBVAbbVie$397,134$1,485 ▼-0.4%2,1390.2%MedicalALLAllstate$381,885$8,656 ▼-2.2%1,8970.2%FinanceELEVATION SERIES TRUST$349,531$349,531 ▲New Holding9,9800.2%OPAL DIVID INCOMSHELShell$348,5300.0%4,9500.2%EnergyMCDMcDonald's$337,749$8,473 ▼-2.4%1,1560.2%Retail/WholesaleNEMNewmont$320,080$20,974 ▼-6.1%5,4940.2%Basic MaterialsVOOGVanguard S&P 500 Growth ETF$319,612$36,482 ▲12.9%8060.2%ETFPEPPepsiCo$315,972$6,470 ▲2.1%2,3930.1%Consumer StaplesDHRDanaher$299,982$790 ▼-0.3%1,5180.1%MedicalPFEPfizer$291,341$9,696 ▲3.4%12,0190.1%MedicalMBCMasterBrand$283,9830.0%25,9820.1%Consumer DiscretionaryXOMExxon Mobil$283,927$2,265 ▲0.8%2,6330.1%EnergyVXUSVanguard Total International Stock ETF$277,5350.0%4,0170.1%ETFJEPIJPMorgan Equity Premium Income ETF$262,079$2,843 ▼-1.1%4,6100.1%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$260,920$41,816 ▲19.1%2,7330.1%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$260,082$260,082 ▲New Holding2,3010.1%ETFIAUiShares Gold Trust$258,4820.0%4,1450.1%FinanceKOCocaCola$257,247$4,528 ▼-1.7%3,6360.1%Consumer StaplesVIOGVanguard S&P Small-Cap 600 Growth ETF$257,239$257,239 ▲New Holding2,2480.1%ETFNOVZTrueShares Structured Outcome (November) ETF$249,8870.0%5,9610.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$245,1840.0%1,9490.1%ETFIYWiShares U.S. Technology ETF$244,311$244,311 ▲New Holding1,4100.1%ManufacturingASBAssociated Banc$243,9000.0%10,0000.1%FinanceVIOVVanguard S&P Small-Cap 600 Value ETF$241,052$241,052 ▲New Holding2,8170.1%ETFRBLXRoblox$238,804$238,804 ▲New Holding2,2700.1%Consumer DiscretionaryFISFidelity National Information Services$232,6700.0%2,8580.1%Business ServicesMWAMueller Water Products$225,050$962 ▼-0.4%9,3610.1%IndustrialsTPRTapestry$216,759$216,759 ▲New Holding2,4680.1%Retail/WholesaleNOCNorthrop Grumman$215,491$1,500 ▼-0.7%4310.1%AerospaceJ P MORGAN EXCHANGE TRADED F$0$950,702 ▼-100.0%00.0%HEDGED EQUITY LABARRICK GOLD CORP$0$711,737 ▼-100.0%00.0%COMCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$0$429,521 ▼-100.0%00.0%ETFDIVZTrueShares Low Volatility Equity Income ETF$0$370,518 ▼-100.0%00.0%ETFDTEDTE Energy$0$262,713 ▼-100.0%00.0%UtilitiesCMCSAComcast$0$237,857 ▼-100.0%00.0%Consumer DiscretionaryAZOAutoZone$0$221,141 ▼-100.0%00.0%Retail/WholesaleBPBP$0$207,166 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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