Insight 2811, Inc. Top Holdings and 13F Report (2025)

About Insight 2811, Inc.

Investment Activity

Insight 2811, Inc. has $258.54 million in total holdings as of June 30, 2025.
Insight 2811, Inc. owns shares of 106 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 3.17% of the portfolio was purchased this quarter.
About 0.42% of the portfolio was sold this quarter.
This quarter, Insight 2811, Inc. has purchased 99 new stocks and bought additional shares in 57 stocks.
Insight 2811, Inc. sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Short-Term Treasury ETF: $49,603,658
iShares Core S&P 500 ETF: $24,725,471
iShares 20+ Year Treasury Bond ETF: $23,406,166
iShares Core U.S. Aggregate Bond ETF: $21,204,560
iShares 1-3 Year Treasury Bond ETF: $17,287,439

Largest New Holdings this Quarter

670346105 - Nucor: $267,300 Holding
46434G764 - iShares MSCI Emerging Markets ex China ETF: $249,510 Holding
189054109 - Clorox: $240,509 Holding
G5960L103 - Medtronic: $237,663 Holding
231021106 - Cummins: $221,195 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 19,670 shares (about $2.44M)
SPDR S&P 500 ETF Trust: 1,669 shares (about $1.25M)
Vanguard S&P 500 Growth ETF: 4,322 shares (about $357.09K)
iShares Russell 1000 Value ETF: 1,276 shares (about $309.34K)
Charles Schwab: 3,109 shares (about $286.87K)

Largest Sales this Quarter

Invesco QQQ: 600 shares (about $441.85K)
JPMorgan Ultra-Short Income ETF: 2,923 shares (about $147.81K)
iShares 1-3 Year Treasury Bond ETF: 654 shares (about $53.70K)
SPDR Bloomberg 3-12 Month T-Bill ETF: 500 shares (about $49.69K)
Intel: 292 shares (about $40.77K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGSH Vanguard Short-Term Treasury ETF	$49,603,658	$49,703 â–²	0.1%	852,297	19.2%	ETF
IVV iShares Core S&P 500 ETF	$24,725,471	$31,454 â–¼	-0.1%	33,016	9.6%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$23,406,166	$28,519 â–¼	-0.1%	270,842	9.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$21,204,560	$192,912 â–²	0.9%	214,231	8.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$17,287,439	$53,700 â–¼	-0.3%	210,540	6.7%	ETF
IWD iShares Russell 1000 Value ETF	$14,788,318	$309,343 â–²	2.1%	61,000	5.7%	ETF
SPY SPDR S&P 500 ETF Trust	$11,707,113	$1,246,359 â–²	11.9%	15,677	4.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,799,143	$32,548 â–²	0.4%	80,753	3.0%	ETF
VGLT Vanguard Long-Term Treasury ETF	$7,560,748	$97,724 â–²	1.3%	137,020	2.9%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,585,391	$58,008 â–²	1.3%	50,037	1.8%	ETF
IWF iShares Russell 1000 Growth ETF	$3,254,744	$2,442,424 â–²	300.7%	26,212	1.3%	ETF
VOOV Vanguard S&P 500 Value ETF	$3,251,096	$16,879 â–²	0.5%	14,831	1.3%	ETF
INTC Intel	$3,165,272	$40,772 â–¼	-1.3%	22,669	1.2%	Technology
BRK.B Berkshire Hathaway	$2,677,087	$176,137 â–²	7.0%	5,350	1.0%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$2,450,464	$36,456 â–²	1.5%	16,737	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,392,939	$1,425 â–²	0.1%	33,585	0.9%	ETF
AAPL Apple	$2,213,315	$10,417 â–¼	-0.5%	7,649	0.9%	Technology
QQQ Invesco QQQ	$2,130,458	$441,851 â–¼	-17.2%	2,893	0.8%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,992,281	$147,814 â–¼	-6.9%	39,397	0.8%	ETF
IWS iShares Russell Mid-Cap Value ETF	$1,845,660	$163,612 â–²	9.7%	11,213	0.7%	ETF
AMAT Applied Materials	$1,793,040	$7,230 â–²	0.4%	2,480	0.7%	Technology
CSCO Cisco Systems	$1,766,070	$4,463 â–²	0.3%	15,036	0.7%	Technology
GOOG Alphabet	$1,709,084	$10,600 â–²	0.6%	4,837	0.7%	Communication Services
SCHW Charles Schwab	$1,602,730	$286,867 â–²	21.8%	17,370	0.6%	Finance
JPM JPMorgan Chase & Co.	$1,531,457	$20,947 â–²	1.4%	4,679	0.6%	Finance
IWO iShares Russell 2000 Growth ETF	$1,404,861	$3,152 â–²	0.2%	3,566	0.5%	ETF
IWN iShares Russell 2000 Value ETF	$1,382,500	$2,433 â–²	0.2%	6,250	0.5%	ETF
JNJ Johnson & Johnson	$1,311,247	$22,349 â–²	1.7%	5,163	0.5%	Healthcare
VIOO Vanguard S&P Small-Cap 600 ETF	$1,309,282	$2,338 â–¼	-0.2%	9,519	0.5%	ETF
FBIN Fortune Brands Innovations	$1,294,103		0.0%	23,572	0.5%	Industrials
BARRICK MNG CORP	$1,272,474	$19,797 â–²	1.6%	34,644	0.5%	COM SHS
MSFT Microsoft	$1,178,415	$19,025 â–²	1.6%	3,159	0.5%	Technology
GOOGL Alphabet	$1,152,876	$9,649 â–²	0.8%	3,226	0.4%	Communication Services
XLK Technology Select Sector SPDR Fund	$1,066,912		0.0%	5,600	0.4%	ETF
VOO Vanguard S&P 500 ETF	$1,022,660	$84,478 â–²	9.0%	1,489	0.4%	ETF
MS Morgan Stanley	$1,011,336	$11,706 â–²	1.2%	4,838	0.4%	Finance
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$945,033	$10,337 â–¼	-1.1%	37,756	0.4%	ETF
IBM International Business Machines	$849,535		0.0%	3,021	0.3%	Technology
ORCL Oracle	$813,865	$2,638 â–²	0.3%	5,554	0.3%	Technology
ACGL Arch Capital Group	$806,277	$3,203 â–¼	-0.4%	8,307	0.3%	Finance
MRK Merck & Co., Inc.	$765,346	$28,142 â–²	3.8%	5,956	0.3%	Healthcare
IWM iShares Russell 2000 ETF	$757,735	$23,435 â–¼	-3.0%	2,522	0.3%	ETF
BA Boeing	$746,064	$25,107 â–²	3.5%	3,447	0.3%	Industrials
AVGO Broadcom	$702,615	$52,130 â–²	8.0%	1,860	0.3%	Technology
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$692,411		0.0%	13,219	0.3%	ETF
AEM Agnico Eagle Mines	$675,281		0.0%	4,353	0.3%	Materials
TGT Target	$667,221	$21,418 â–²	3.3%	5,109	0.3%	Consumer Staples
XME SPDR S&P Metals & Mining ETF	$665,318		0.0%	6,222	0.3%	ETF
META Meta Platforms	$628,632	$7,323 â–²	1.2%	1,116	0.2%	Communication Services
QCOM Qualcomm	$620,340	$12,196 â–²	2.0%	3,357	0.2%	Technology
GS The Goldman Sachs Group	$616,119	$10,117 â–¼	-1.6%	609	0.2%	Finance
MCK McKesson	$577,278		0.0%	764	0.2%	Healthcare
VZ Verizon Communications	$568,838	$7,240 â–²	1.3%	13,435	0.2%	Communication Services
EXP Eagle Materials	$567,000		0.0%	2,520	0.2%	Materials
PG Procter & Gamble	$558,992	$26,249 â–²	4.9%	3,812	0.2%	Consumer Staples
ABBV AbbVie	$556,502	$9,560 â–²	1.7%	2,212	0.2%	Healthcare
ALL Allstate	$539,648	$28,315 â–²	5.5%	2,268	0.2%	Finance
NVDA NVIDIA	$507,629	$4,602 â–²	0.9%	2,537	0.2%	Technology
LMT Lockheed Martin	$500,799	$18,341 â–²	3.8%	983	0.2%	Industrials
PEP PepsiCo	$478,368	$35,610 â–²	8.0%	3,533	0.2%	Consumer Staples
NEM Newmont	$434,870	$934 â–¼	-0.2%	4,656	0.2%	Materials
VOOG Vanguard S&P 500 Growth ETF	$428,717	$357,085 â–²	498.5%	5,189	0.2%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$395,036	$49,690 â–¼	-11.2%	3,975	0.2%	ETF
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$388,925	$2,148 â–²	0.6%	2,535	0.2%	ETF
SHEL Shell	$381,497	$1,551 â–²	0.4%	4,920	0.1%	Energy
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$377,310	$1,756 â–²	0.5%	2,579	0.1%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$372,649	$1,173 â–²	0.3%	3,176	0.1%	ETF
XOM ExxonMobil	$370,043	$2,324 â–²	0.6%	2,707	0.1%	Energy
IYW iShares U.S. Technology ETF	$355,644		0.0%	1,410	0.1%	ETF
TPR Tapestry	$350,800		0.0%	2,397	0.1%	Consumer Discretionary
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$350,545	$114 â–²	0.0%	3,073	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$343,413		0.0%	4,017	0.1%	ETF
MCD McDonald's	$335,455	$16,489 â–²	5.2%	1,241	0.1%	Consumer Discretionary
AJG Arthur J. Gallagher & Co.	$325,989	$4,591 â–²	1.4%	1,420	0.1%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$307,809		0.0%	1,995	0.1%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$300,653		0.0%	1,949	0.1%	ETF
DHR Danaher	$296,308	$5,713 â–²	2.0%	1,556	0.1%	Healthcare
VGT Vanguard Information Technology ETF	$286,848	$250,992 â–²	700.0%	2,400	0.1%	ETF
IAU iShares Gold Trust	$283,540		0.0%	3,755	0.1%	ETF
EXPE Expedia Group	$281,468		0.0%	1,100	0.1%	Consumer Discretionary
BAX Baxter International	$273,578	$54,302 â–²	24.8%	12,832	0.1%	Healthcare
BP BP	$272,174	$22,650 â–²	9.1%	7,366	0.1%	Energy
KO CocaCola	$271,523		0.0%	3,341	0.1%	Consumer Staples
MBC MasterBrand	$267,355		0.0%	25,982	0.1%	Industrials
NUE Nucor	$267,300	$267,300 â–²	New Holding	1,200	0.1%	Materials
MFC Manulife Financial	$264,368		0.0%	6,526	0.1%	Finance
CAH Cardinal Health	$260,247	$1,662 â–²	0.6%	1,096	0.1%	Healthcare
EBAY eBay	$257,025		0.0%	2,300	0.1%	Consumer Discretionary
EMXC iShares MSCI Emerging Markets ex China ETF	$249,510	$249,510 â–²	New Holding	2,439	0.1%	ETF
NOC Northrop Grumman	$247,525	$14,770 â–²	6.3%	486	0.1%	Industrials
ASB Associated Banc	$246,160		0.0%	8,000	0.1%	Finance
MWA Mueller Water Products	$241,808		0.0%	9,362	0.1%	Industrials
CLX Clorox	$240,509	$240,509 â–²	New Holding	2,520	0.1%	Consumer Staples
MDT Medtronic	$237,663	$237,663 â–²	New Holding	3,038	0.1%	Healthcare
TJX TJX Companies	$235,181		0.0%	1,552	0.1%	Consumer Discretionary
ROST Ross Stores	$225,920		0.0%	1,061	0.1%	Consumer Discretionary
CMI Cummins	$221,195	$221,195 â–²	New Holding	310	0.1%	Industrials
AMLP Alerian MLP ETF	$220,207		0.0%	4,247	0.1%	ETF
GD General Dynamics	$218,566		0.0%	617	0.1%	Industrials
HII Huntington Ingalls Industries	$215,235	$15,114 â–²	7.6%	769	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Insight 2811, Inc. Top Holdings and 13F Report (2025)

About Insight 2811, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Insight 2811, Inc. Top Holdings and 13F Report (2025)

About Insight 2811, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight 2811, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools