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

About Insight 2811, Inc.

Investment Activity

Insight 2811, Inc. has $239.10 million in total holdings as of June 30, 2025.
Insight 2811, Inc. owns shares of 99 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 4.47% of the portfolio was purchased this quarter.
About 1.31% of the portfolio was sold this quarter.
This quarter, Insight 2811, Inc. has purchased 98 new stocks and bought additional shares in 50 stocks.
Insight 2811, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Short-Term Treasury ETF: $49,843,453
iShares 20+ Year Treasury Bond ETF: $23,507,901
iShares Core S&P 500 ETF: $21,593,853
iShares Core U.S. Aggregate Bond ETF: $21,073,282
iShares 1-3 Year Treasury Bond ETF: $17,438,289

Largest New Holdings this Quarter

46090E103 - Invesco QQQ: $2,016,131 Holding
778296103 - Ross Stores: $229,917 Holding
00162Q452 - Alerian MLP ETF: $223,562 Holding
49456B101 - Kinder Morgan: $217,945 Holding
071813109 - Baxter International: $172,788 Holding

Largest Purchases this Quarter

Invesco QQQ: 3,493 shares (about $2.02M)
Vanguard Short-Term Treasury ETF: 27,695 shares (about $1.62M)
iShares 20+ Year Treasury Bond ETF: 14,885 shares (about $1.29M)
SPDR S&P 500 ETF Trust: 1,565 shares (about $1.02M)
iShares Core U.S. Aggregate Bond ETF: 8,897 shares (about $883.21K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 9,400 shares (about $1.25M)
iShares Russell 2000 ETF: 515 shares (about $127.72K)
iShares Russell 1000 Growth ETF: 242 shares (about $103.19K)
Newmont: 808 shares (about $87.47K)
JPMorgan Ultra-Short Income ETF: 1,707 shares (about $86.39K)

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	$49,843,453	$1,621,265 â–²	3.4%	851,443	20.8%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$23,507,901	$1,290,381 â–²	5.8%	271,172	9.8%	ETF
IVV iShares Core S&P 500 ETF	$21,593,853	$624,470 â–²	3.0%	33,058	9.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$21,073,282	$883,207 â–²	4.4%	212,282	8.8%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$17,438,289	$234,581 â–²	1.4%	211,194	7.3%	Manufacturing
IWD iShares Russell 1000 Value ETF	$12,761,299	$264,739 â–²	2.1%	59,724	5.3%	ETF
SPY SPDR S&P 500 ETF Trust	$9,109,963	$1,017,782 â–²	12.6%	14,008	3.8%	Finance
VGLT Vanguard Long-Term Treasury ETF	$7,486,685	$365,397 â–²	5.1%	135,249	3.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,280,040	$128,552 â–²	1.8%	80,416	3.0%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,527,383	$60,116 â–¼	-1.3%	49,404	1.9%	ETF
VOOV Vanguard S&P 500 Value ETF	$3,006,676	$110,860 â–²	3.8%	14,754	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$2,789,509	$103,189 â–¼	-3.6%	6,542	1.2%	ETF
BRK.B Berkshire Hathaway	$2,395,042	$80,985 â–¼	-3.3%	4,998	1.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,150,844	$58,249 â–²	2.8%	33,565	0.9%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,141,790	$86,390 â–¼	-3.9%	42,320	0.9%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$2,112,443	$14,221 â–²	0.7%	16,488	0.9%	ETF
QQQ Invesco QQQ	$2,016,131	$2,016,131 â–²	New Holding	3,493	0.8%	Finance
AAPL Apple	$1,950,376	$3,299 â–²	0.2%	7,685	0.8%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$1,489,317	$29,731 â–²	2.0%	10,219	0.6%	ETF
BARRICK MNG CORP	$1,391,143	$17,458 â–²	1.3%	34,105	0.6%	COM SHS
GOOG Alphabet	$1,378,955	$21,228 â–²	1.6%	4,807	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,357,499	$222,083 â–²	19.6%	4,615	0.6%	Finance
SCHW Charles Schwab	$1,340,249	$1,786 â–¼	-0.1%	14,261	0.6%	Finance
JNJ Johnson & Johnson	$1,240,533	$27,622 â–²	2.3%	5,075	0.5%	Medical
IWN iShares Russell 2000 Value ETF	$1,182,852	$7,963 â–²	0.7%	6,239	0.5%	ETF
CSCO Cisco Systems	$1,163,656	$43,527 â–²	3.9%	14,998	0.5%	Computer and Technology
MSFT Microsoft	$1,150,522	$2,221 â–²	0.2%	3,108	0.5%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$1,116,536	$7,845 â–²	0.7%	3,558	0.5%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$1,095,051	$10,794 â–²	1.0%	9,536	0.5%	ETF
INTC Intel	$1,013,269	$34,245 â–¼	-3.3%	22,961	0.4%	Computer and Technology
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$953,462	$37,720 â–²	4.1%	38,169	0.4%	ETF
GOOGL Alphabet	$919,904	$21,567 â–²	2.4%	3,199	0.4%	Computer and Technology
FBIN Fortune Brands Innovations	$918,601		0.0%	23,572	0.4%	Retail/Wholesale
AEM Agnico Eagle Mines	$883,572	$3,654 â–¼	-0.4%	4,353	0.4%	Basic Materials
AMAT Applied Materials	$844,221	$16,064 â–¼	-1.9%	2,470	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$816,253	$195,996 â–²	31.6%	1,366	0.3%	ETF
ORCL Oracle	$814,327	$6,472 â–²	0.8%	5,536	0.3%	Computer and Technology
ACGL Arch Capital Group	$800,557		0.0%	8,340	0.3%	Finance
MS Morgan Stanley	$786,974	$26,989 â–²	3.6%	4,782	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$744,240	$1,249,260 â–¼	-62.7%	5,600	0.3%	ETF
IBM International Business Machines	$732,260	$1,454 â–¼	-0.2%	3,021	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$690,104	$80,955 â–¼	-10.5%	5,737	0.3%	Medical
XME SPDR S&P Metals & Mining ETF	$672,038		0.0%	6,222	0.3%	ETF
VZ Verizon Communications	$665,853	$9,387 â–²	1.4%	13,264	0.3%	Computer and Technology
BA Boeing	$662,869	$26,666 â–²	4.2%	3,331	0.3%	Aerospace
MCK McKesson	$661,135		0.0%	764	0.3%	Medical
IWM iShares Russell 2000 ETF	$644,800	$127,720 â–¼	-16.5%	2,600	0.3%	Finance
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$636,495		0.0%	13,219	0.3%	Finance
META Meta Platforms	$631,059		0.0%	1,103	0.3%	Computer and Technology
TGT Target	$599,273	$28,358 â–²	5.0%	4,945	0.3%	Retail/Wholesale
LMT Lockheed Martin	$572,357	$21,758 â–²	4.0%	947	0.2%	Aerospace
AVGO Broadcom	$532,976	$40,855 â–²	8.3%	1,722	0.2%	Computer and Technology
PG Procter & Gamble	$524,751	$41,021 â–²	8.5%	3,633	0.2%	Consumer Staples
GS The Goldman Sachs Group	$523,800		0.0%	619	0.2%	Finance
PEP PepsiCo	$507,798	$79,353 â–²	18.5%	3,270	0.2%	Consumer Staples
NEM Newmont	$505,095	$87,466 â–¼	-14.8%	4,666	0.2%	Basic Materials
EXP Eagle Materials	$477,414	$18,945 â–¼	-3.8%	2,520	0.2%	Construction
ABBV AbbVie	$472,715	$5,653 â–²	1.2%	2,174	0.2%	Medical
XOM ExxonMobil	$456,461	$2,715 â–²	0.6%	2,690	0.2%	Energy
SHEL Shell	$455,700		0.0%	4,900	0.2%	Energy
ALL Allstate	$445,574	$49,762 â–²	12.6%	2,149	0.2%	Finance
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$444,994	$7,955 â–²	1.8%	4,475	0.2%	ETF
NVDA NVIDIA	$438,442	$34,880 â–¼	-7.4%	2,514	0.2%	Computer and Technology
QCOM Qualcomm	$423,815	$89,631 â–²	26.8%	3,291	0.2%	Computer and Technology
MCD McDonald's	$366,732	$10,256 â–²	2.9%	1,180	0.2%	Retail/Wholesale
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$354,387		0.0%	1,949	0.1%	ETF
VOOG Vanguard S&P 500 Growth ETF	$353,471	$9,785 â–²	2.8%	867	0.1%	ETF
TPR Tapestry	$338,170		0.0%	2,397	0.1%	Retail/Wholesale
IAU iShares Gold Trust	$331,041		0.0%	3,755	0.1%	Finance
VIOV Vanguard S&P Small-Cap 600 Value ETF	$322,115	$10,072 â–²	3.2%	3,166	0.1%	ETF
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$320,954	$10,127 â–²	3.3%	2,567	0.1%	ETF
BP BP	$317,391	$24,957 â–²	8.5%	6,753	0.1%	Energy
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$313,768	$11,202 â–²	3.7%	2,521	0.1%	ETF
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$313,198	$12,132 â–²	4.0%	3,072	0.1%	ETF
NOC Northrop Grumman	$311,784	$9,551 â–²	3.2%	457	0.1%	Aerospace
VXUS Vanguard Total International Stock ETF	$309,751		0.0%	4,017	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$303,212		0.0%	1,400	0.1%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$290,851		0.0%	1,995	0.1%	ETF
DHR Danaher	$289,251	$190 â–¼	-0.1%	1,526	0.1%	Medical
HII Huntington Ingalls Industries	$271,629	$16,336 â–²	6.4%	715	0.1%	Aerospace
MWA Mueller Water Products	$257,348		0.0%	9,362	0.1%	Industrials
IYW iShares U.S. Technology ETF	$255,802		0.0%	1,410	0.1%	Manufacturing
KO CocaCola	$254,083	$3,422 â–¼	-1.3%	3,341	0.1%	Consumer Staples
EXPE Expedia Group	$253,979		0.0%	1,100	0.1%	Retail/Wholesale
TJX TJX Companies	$247,895		0.0%	1,552	0.1%	Retail/Wholesale
CAH Cardinal Health	$230,011	$6,125 â–²	2.7%	1,089	0.1%	Medical
ROST Ross Stores	$229,917	$229,917 â–²	New Holding	1,061	0.1%	Retail/Wholesale
KTOS Kratos Defense & Security Solutions	$225,632		0.0%	3,200	0.1%	Aerospace
MFC Manulife Financial	$224,755		0.0%	6,526	0.1%	Finance
AMLP Alerian MLP ETF	$223,562	$223,562 â–²	New Holding	4,247	0.1%	ETF
KMI Kinder Morgan	$217,945	$217,945 â–²	New Holding	6,500	0.1%	Energy
MBC MasterBrand	$215,910		0.0%	25,982	0.1%	Consumer Discretionary
GD General Dynamics	$211,767		0.0%	617	0.1%	Aerospace
EBAY eBay	$209,346	$9,102 â–¼	-4.2%	2,300	0.1%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$209,316		0.0%	300	0.1%	ETF
ASB Associated Banc	$206,880	$51,720 â–¼	-20.0%	8,000	0.1%	Finance
BAX Baxter International	$172,788	$172,788 â–²	New Holding	10,285	0.1%	Medical
NIAGEN BIOSCIENCE INC	$100,698		0.0%	22,834	0.0%	COM NEW
PTLO Portillo's	$85,026	$46,711 â–¼	-35.5%	16,073	0.0%	Retail/Wholesale
PFE Pfizer	$0	$314,537 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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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

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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