Insight 2811, Inc. Top Holdings and 13F Report (2025) About Insight 2811, Inc.Investment ActivityInsight 2811, Inc. has $252.46 million in total holdings as of June 30, 2025.Insight 2811, Inc. owns shares of 108 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Insight 2811, Inc. has purchased 106 new stocks and bought additional shares in 51 stocks.Insight 2811, Inc. sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $47,969,607iShares Core S&P 500 ETF $25,422,359iShares Core U.S. Aggregate Bond ETF $20,907,737iShares 20+ Year Treasury Bond ETF $19,549,070iShares 1-3 Year Treasury Bond ETF $16,168,544 Largest New Holdings this Quarter 92206C813 - Vanguard Long-Term Corporate Bond ETF $961,809 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $868,986 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $449,928 Holding550021109 - lululemon athletica $307,616 Holding922908611 - Vanguard Small-Cap Value ETF $279,084 Holding Largest Purchases this Quarter Vanguard Long-Term Corporate Bond ETF 14,041 shares (about $961.81K)iShares 7-10 Year Treasury Bond ETF 9,730 shares (about $868.99K)SPDR S&P 500 ETF Trust 979 shares (about $746.61K)iShares Core U.S. Aggregate Bond ETF 6,921 shares (about $654.31K)EXXONMOBIL HOLDINGS CORP 2,765 shares (about $449.93K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 19,504 shares (about $1.52M)Vanguard Short-Term Treasury ETF 18,913 shares (about $1.09M)iShares 1-3 Year Treasury Bond ETF 11,420 shares (about $927.30K)iShares Russell 1000 Value ETF 2,876 shares (about $713.05K)iShares Core MSCI EAFE ETF 3,889 shares (about $376.77K) 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$47,969,607$1,088,633 ▼-2.2%833,38419.0%ETFIVViShares Core S&P 500 ETF$25,422,359$137,087 ▲0.5%33,19510.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$20,907,737$654,312 ▲3.2%221,1528.3%ETFTLTiShares 20+ Year Treasury Bond ETF$19,549,070$1,517,021 ▼-7.2%251,3387.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$16,168,544$927,304 ▼-5.4%199,1206.4%ETFIWDiShares Russell 1000 Value ETF$14,410,782$713,052 ▼-4.7%58,1245.7%ETFSPYSPDR S&P 500 ETF Trust$12,702,365$746,615 ▲6.2%16,6565.0%ETFIEFAiShares Core MSCI EAFE ETF$7,446,603$376,767 ▼-4.8%76,8642.9%ETFVGLTVanguard Long-Term Treasury ETF$7,127,973$257,770 ▲3.8%142,1612.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,534,164$51,227 ▼-1.1%49,4781.8%ETFVOOVVanguard S&P 500 Value ETF$3,319,012$51,119 ▲1.6%15,0631.3%ETFIWFiShares Russell 1000 Growth ETF$3,134,005$149,310 ▼-4.5%25,0201.2%ETFBRK.BBerkshire Hathaway$2,780,553$116,520 ▲4.4%5,5841.1%FinanceINTCIntel$2,684,375$41,119 ▼-1.5%22,3271.1%TechnologyAAPLApple$2,516,632$30,638 ▼-1.2%7,5571.0%TechnologyVEAVanguard FTSE Developed Markets ETF$2,404,494$33,046 ▲1.4%34,0531.0%ETFIWPiShares Russell Mid-Cap Growth ETF$2,248,590$55,760 ▼-2.4%16,3320.9%ETFQQQInvesco QQQ$2,140,3970.0%2,8930.8%ETFIWSiShares Russell Mid-Cap Value ETF$1,803,503$1,125 ▲0.1%11,2200.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,751,793$232,605 ▼-11.7%34,7790.7%ETFGOOGAlphabet$1,665,566$17,378 ▲1.1%4,8880.7%Communication ServicesJPMJPMorgan Chase & Co.$1,604,240$56,243 ▲3.6%4,8490.6%FinanceCSCOCisco Systems$1,602,234$16,036 ▼-1.0%14,8870.6%TechnologySCHWCharles Schwab$1,535,984$161,760 ▼-9.5%15,7150.6%FinanceMSFTMicrosoft$1,516,207$104,124 ▼-6.4%2,9560.6%TechnologyBARRICK MNG CORP$1,461,151$52,180 ▲3.7%35,9270.6%COM SHSJNJJohnson & Johnson$1,402,593$35,740 ▲2.6%5,2980.6%HealthcareAMATApplied Materials$1,249,301$18,921 ▼-1.5%2,4430.5%TechnologyIWNiShares Russell 2000 Value ETF$1,231,775$77,287 ▼-5.9%5,8810.5%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,204,759$380 ▲0.0%9,5220.5%ETFIWOiShares Russell 2000 Growth ETF$1,197,043$75,663 ▼-5.9%3,3540.5%ETFVOOVanguard S&P 500 ETF$1,125,581$82,001 ▲7.9%1,6060.4%ETFGOOGLAlphabet$1,097,959$12,043 ▼-1.1%3,1910.4%Communication ServicesVCLTVanguard Long-Term Corporate Bond ETF$961,809$961,809 ▲New Holding14,0410.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$929,284$13,701 ▲1.5%38,3210.4%ETFMSMorgan Stanley$928,551$18,620 ▲2.0%4,9370.4%FinanceMRKMerck & Co., Inc.$914,291$48,824 ▲5.6%6,2920.4%HealthcareFBINFortune Brands Innovations$896,9150.0%23,5720.4%IndustrialsIEFiShares 7-10 Year Treasury Bond ETF$868,986$868,986 ▲New Holding9,7300.3%ETFMETAMeta Platforms$815,828$6,527 ▲0.8%1,1250.3%Communication ServicesTGTTarget$811,441$10,968 ▲1.4%5,1790.3%Consumer StaplesAEMAgnico Eagle Mines$802,723$4,948 ▲0.6%4,3800.3%MaterialsACGLArch Capital Group$767,2350.0%8,3070.3%FinanceORCLOracle$763,319$824 ▲0.1%5,5600.3%TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$686,0660.0%13,2190.3%ETFIBMInternational Business Machines$668,807$4,399 ▲0.7%3,0410.3%TechnologyQCOMQualcomm$668,617$50,795 ▲8.2%3,6330.3%TechnologyVZVerizon Communications$656,950$40,687 ▲6.6%14,3220.3%Communication ServicesAVGOBroadcom$656,725$3,512 ▲0.5%1,8700.3%TechnologyMCKMcKesson$652,3110.0%7640.3%HealthcareBABoeing$650,896$9,673 ▲1.5%3,4990.3%IndustrialsIWMiShares Russell 2000 ETF$649,429$51,410 ▼-7.3%2,3370.3%ETFXMESPDR S&P Metals & Mining ETF$644,3500.0%6,2220.3%ETFPGProcter & Gamble$604,801$50,993 ▲9.2%4,1630.2%Consumer StaplesNEMNewmont$595,154$58,131 ▲10.8%5,1600.2%MaterialsABBVAbbVie$594,202$15,692 ▲2.7%2,2720.2%HealthcareNVDANVIDIA$579,4010.0%2,5370.2%TechnologyGSThe Goldman Sachs Group$552,134$3,603 ▲0.7%6130.2%FinanceLMTLockheed Martin$532,166$31,573 ▲6.3%1,0450.2%IndustrialsALLAllstate$523,811$20,633 ▲4.1%2,3610.2%FinancePEPPepsiCo$512,582$64,881 ▲14.5%4,0450.2%Consumer StaplesSHELShell$467,6460.0%4,9200.2%EnergyEXXONMOBIL HOLDINGS CORP$449,928$449,928 ▲New Holding2,7650.2%COM SHSVOOGVanguard S&P 500 Growth ETF$447,062$3,505 ▲0.8%5,2300.2%ETFEXPEagle Materials$430,9700.0%2,5200.2%MaterialsMDTMedtronic$382,092$119,943 ▲45.8%4,4280.2%HealthcareIYWiShares U.S. Technology ETF$373,5090.0%1,4100.1%ETFBAXBaxter International$372,336$64,368 ▲20.9%15,5140.1%HealthcareBILSSPDR Bloomberg 3-12 Month T-Bill ETF$369,743$25,133 ▼-6.4%3,7220.1%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$358,357$6,011 ▲1.7%2,6230.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$357,400$8,030 ▲2.3%3,2490.1%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$355,088$5,380 ▲1.5%2,5740.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$349,5140.0%1,9490.1%ETFBPBP$342,022$17,992 ▲5.6%7,7750.1%EnergyVXUSVanguard Total International Stock ETF$341,2840.0%4,0170.1%ETFDHRDanaher$339,323$5,316 ▼-1.5%1,5320.1%HealthcareIVOVVanguard S&P Mid-Cap 400 Value ETF$334,435$5,985 ▲1.8%3,1290.1%ETFAJGArthur J. Gallagher & Co.$323,9160.0%1,4200.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$309,7240.0%1,9950.1%ETFLULUlululemon athletica$307,616$307,616 ▲New Holding3,1980.1%Consumer DiscretionaryMCDMcDonald's$302,762$16,166 ▲5.6%1,3110.1%Consumer DiscretionaryVGTVanguard Information Technology ETF$301,6080.0%2,4000.1%ETFNUENucor$295,226$14,726 ▲5.3%1,2630.1%MaterialsIAUiShares Gold Trust$293,2660.0%3,7550.1%ETFEXPEExpedia Group$289,6960.0%1,1000.1%Consumer DiscretionaryCLXClorox$286,289$82,144 ▲40.2%3,5340.1%Consumer StaplesKOCoca-Cola$281,396$6,198 ▼-2.2%3,2690.1%Consumer StaplesVBRVanguard Small-Cap Value ETF$279,084$279,084 ▲New Holding1,2080.1%ETFMFCManulife Financial$277,9420.0%6,5260.1%FinanceTPRTapestry$275,6930.0%2,3970.1%Consumer DiscretionaryNKENIKE$266,562$266,562 ▲New Holding7,5300.1%Consumer DiscretionaryNOCNorthrop Grumman$264,947$29,976 ▲12.8%5480.1%IndustrialsDELLDell Technologies$258,7540.0%4810.1%TechnologyROSTRoss Stores$247,7470.0%1,0610.1%Consumer DiscretionaryEBAYeBay$245,082$1,167 ▲0.5%2,3110.1%Consumer DiscretionaryCAHCardinal Health$240,634$3,114 ▼-1.3%1,0820.1%HealthcareEMXCiShares MSCI Emerging Markets ex China ETF$235,117$6,539 ▼-2.7%2,3730.1%ETFASBAssociated Banc$229,2000.0%8,0000.1%FinanceAMLPAlerian MLP ETF$220,2920.0%4,2470.1%ETFHIIHuntington Ingalls Industries$212,588$7,211 ▲3.5%7960.1%IndustrialsShowing largest 100 holdings. 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