Insight 2811, Inc. Top Holdings and 13F Report (2025) About Insight 2811, Inc.Investment ActivityInsight 2811, Inc. has $197.30 million in total holdings as of March 31, 2025.Insight 2811, Inc. owns shares of 86 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 2.63% of the portfolio was sold this quarter.This quarter, Insight 2811, Inc. has purchased 88 new stocks and bought additional shares in 22 stocks.Insight 2811, Inc. sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $43,640,019iShares 20+ Year Treasury Bond ETF $22,234,169iShares 1-3 Year Treasury Bond ETF $17,157,127iShares Core U.S. Aggregate Bond ETF $16,442,142iShares Core S&P 500 ETF $13,779,342 Largest New Holdings this Quarter 053332102 - AutoZone $221,141 Holding921932844 - Vanguard S&P Mid-Cap 400 Value ETF $211,238 Holding055622104 - BP $207,166 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 22,104 shares (about $2.19M)iShares Core S&P 500 ETF 3,225 shares (about $1.81M)Vanguard Long-Term Treasury Index ETF 12,598 shares (about $725.78K)J P MORGAN EXCHANGE TRADED F 7,765 shares (about $463.42K)AutoZone 58 shares (about $221.14K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 12,085 shares (about $1.10M)iShares 1-3 Year Treasury Bond ETF 10,436 shares (about $863.37K)iShares Russell 1000 Value ETF 2,805 shares (about $527.79K)Vanguard Short-Term Treasury Index ETF 6,871 shares (about $403.26K)iShares Core MSCI EAFE ETF 3,720 shares (about $281.42K) 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 Index ETF$43,640,019$403,259 ▼-0.9%743,56822.1%ETFTLTiShares 20+ Year Treasury Bond ETF$22,234,169$1,100,098 ▼-4.7%244,25111.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$17,157,127$863,370 ▼-4.8%207,3878.7%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$16,442,142$2,186,535 ▲15.3%166,2168.3%FinanceIVViShares Core S&P 500 ETF$13,779,342$1,812,184 ▲15.1%24,5227.0%ETFIWDiShares Russell 1000 Value ETF$11,207,971$527,790 ▼-4.5%59,5665.7%ETFIEFAiShares Core MSCI EAFE ETF$6,172,120$281,421 ▼-4.4%81,5873.1%ETFVGLTVanguard Long-Term Treasury Index ETF$5,591,787$725,777 ▲14.9%97,0622.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,265,210$197,862 ▲3.9%57,3992.7%ETFJPSTJPMorgan Ultra-Short Income ETF$4,732,108$231,836 ▼-4.7%93,4642.4%ETFBRK.BBerkshire Hathaway$2,919,071$41,541 ▲1.4%5,4811.5%FinanceIWFiShares Russell 1000 Growth ETF$2,619,708$137,575 ▼-5.0%7,2551.3%ETFSPYSPDR S&P 500 ETF Trust$2,613,594$9,394 ▼-0.4%10,5721.3%FinanceVOOVVanguard S&P 500 Value ETF$2,026,643$195,978 ▲10.7%11,0031.0%ETFIWPiShares Russell Mid-Cap Growth ETF$1,958,911$98,339 ▼-4.8%16,6731.0%ETFAAPLApple$1,910,318$25,101 ▼-1.3%8,6001.0%Computer and TechnologyFBINFortune Brands Innovations$1,435,0630.0%23,5720.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,343,844$141,765 ▲11.8%26,4380.7%ETFIWSiShares Russell Mid-Cap Value ETF$1,286,784$20,281 ▼-1.6%10,2150.7%ETFMSFTMicrosoft$1,277,452$27,403 ▼-2.1%3,4030.6%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$950,702$463,415 ▲95.1%15,9300.5%HEDGED EQUITY LAIWNiShares Russell 2000 Value ETF$945,739$49,672 ▼-5.0%6,2640.5%ETFIWOiShares Russell 2000 Growth ETF$924,252$48,040 ▼-4.9%3,6170.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$890,287$3,598 ▲0.4%35,3850.5%ETFVIOOVanguard S&P Small-Cap 600 ETF$879,220$9,651 ▲1.1%9,1100.4%ETFCSCOCisco Systems$876,7450.0%14,2070.4%Computer and TechnologyJNJJohnson & Johnson$855,237$22,388 ▼-2.6%5,1570.4%MedicalGOOGAlphabet$812,401$23,747 ▲3.0%5,2000.4%Computer and TechnologyACGLArch Capital Group$802,141$8,752 ▼-1.1%8,3400.4%FinanceIBMInternational Business Machines$796,458$54,954 ▼-6.5%3,2030.4%Computer and TechnologyJPMJPMorgan Chase & Co.$779,318$4,661 ▼-0.6%3,1770.4%FinanceORCLOracle$761,895$1,958 ▼-0.3%5,4490.4%Computer and TechnologyMDLZMondelez International$752,0490.0%11,0840.4%Consumer StaplesBARRICK GOLD CORP$711,737$5,054 ▼-0.7%36,6120.4%COMBILSSPDR Bloomberg 3-12 Month T-Bill ETF$709,861$24,872 ▼-3.4%7,1350.4%ETFIWMiShares Russell 2000 ETF$691,432$41,693 ▲6.4%3,4660.4%FinanceMRKMerck & Co., Inc.$655,068$27,826 ▼-4.1%7,2980.3%MedicalPGProcter & Gamble$653,049$2,556 ▼-0.4%3,8320.3%Consumer StaplesEXPEagle Materials$588,1150.0%2,6500.3%ConstructionIHDGWisdomTree International Hedged Quality Dividend Growth Fund$573,7050.0%13,2190.3%FinanceVZVerizon Communications$571,944$14,742 ▼-2.5%12,6090.3%Computer and TechnologyBABoeing$545,504$14,158 ▲2.7%3,1980.3%AerospaceMSMorgan Stanley$537,965$4,783 ▼-0.9%4,6110.3%FinanceINTCIntel$532,391$187,971 ▲54.6%23,4430.3%Computer and TechnologyMETAMeta Platforms$531,980$15,562 ▼-2.8%9230.3%Computer and TechnologyMCKMcKesson$517,5290.0%7690.3%MedicalAEMAgnico Eagle Mines$509,202$8,564 ▼-1.7%4,6970.3%Basic MaterialsAJGArthur J. Gallagher & Co.$483,3360.0%1,4000.2%FinanceGOOGLAlphabet$474,281$21,804 ▲4.8%3,0670.2%Computer and TechnologyABBVAbbVie$449,944$6,706 ▼-1.5%2,1470.2%MedicalCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$429,521$35,255 ▲8.9%13,9500.2%ETFQCOMQUALCOMM$415,5150.0%2,7050.2%Computer and TechnologyLMTLockheed Martin$409,186$4,467 ▼-1.1%9160.2%AerospaceALLAllstate$401,716$20,707 ▼-4.9%1,9400.2%FinanceJULZTrueShares Structured Outcome (July) ETF$397,232$31,966 ▼-7.4%9,9040.2%ETFGSThe Goldman Sachs Group$378,579$2,185 ▲0.6%6930.2%FinanceTGTTarget$373,296$31,725 ▲9.3%3,5770.2%Retail/WholesaleDIVZTrueShares Low Volatility Equity Income ETF$370,518$49,339 ▼-11.8%10,9040.2%ETFMCDMcDonald's$370,158$7,497 ▼-2.0%1,1850.2%Retail/WholesaleAMATApplied Materials$367,154$14,512 ▼-3.8%2,5300.2%Computer and TechnologySHELShell$362,7360.0%4,9500.2%EnergyPEPPepsiCo$351,459$15,594 ▲4.6%2,3440.2%Consumer StaplesXMESPDR S&P Metals & Mining ETF$348,3700.0%6,2220.2%ETFMBCMasterBrand$339,3250.0%25,9820.2%Consumer DiscretionaryNVDANVIDIA$325,899$15,173 ▼-4.4%3,0070.2%Computer and TechnologyDHRDanaher$312,130$2,256 ▼-0.7%1,5220.2%MedicalXOMExxon Mobil$310,730$11,658 ▼-3.6%2,6120.2%EnergyPFEPfizer$294,425$5,068 ▲1.8%11,6190.1%MedicalVOOVanguard S&P 500 ETF$291,387$39,571 ▲15.7%5670.1%ETFNEMNewmont$282,631$4,828 ▼-1.7%5,8540.1%Basic MaterialsJEPIJPMorgan Equity Premium Income ETF$266,2720.0%4,6600.1%ETFKOCoca-Cola$264,994$2,363 ▼-0.9%3,7000.1%Consumer StaplesDTEDTE Energy$262,7130.0%1,9000.1%UtilitiesXOPSPDR S&P Oil & Gas Exploration & Production ETF$256,7030.0%1,9490.1%ETFVXUSVanguard Total International Stock ETF$249,4560.0%4,0170.1%ETFIAUiShares Gold Trust$244,3890.0%4,1450.1%FinanceMWAMueller Water Products$238,9860.0%9,4010.1%IndustrialsVOOGVanguard S&P 500 Growth ETF$238,819$19,065 ▲8.7%7140.1%ETFCMCSAComcast$237,857$7,380 ▼-3.0%6,4460.1%Consumer DiscretionaryNOVZTrueShares Structured Outcome (November) ETF$231,4970.0%5,9610.1%ETFASBAssociated Banc$225,3000.0%10,0000.1%FinanceNOCNorthrop Grumman$222,2120.0%4340.1%AerospaceAZOAutoZone$221,141$221,141 ▲New Holding580.1%Retail/WholesaleFISFidelity National Information Services$213,4350.0%2,8580.1%Business ServicesIVOVVanguard S&P Mid-Cap 400 Value ETF$211,238$211,238 ▲New Holding2,2950.1%ETFBPBP$207,166$207,166 ▲New Holding6,1310.1%EnergyFEBZTrueShares Structured Outcome (February) ETF$0$227,355 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$224,923 ▼-100.0%00.0%ManufacturingDECZTrueShares Structured Outcome (December) ETF$0$210,328 ▼-100.0%00.0%ETFEXPEExpedia Group$0$204,963 ▼-100.0%00.0%Retail/WholesalePTLOPortillo's$0$117,415 ▼-100.0%00.0%Retail/WholesaleShowing 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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