II

Insight Inv LLC

13F
Insight Inv LLC
Last update 2025-04-25 133 Stocks (15 new)
Value $145.00 Mil Turnover 19 %
Countries:
Top Holdings: AAPL(4.79%)RDVY(3.01%)MSFT(2.79%)IBM(2.60%)AMZN(2.45%)
Summary Stock Picks Current Portfolio
Insight Inv LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
68,735
6,964.2
+120.89%
4.790
+2.62%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
74,854
4,381.9
+25.31%
3.010
+0.61%
0.030
+21.36%
+7.72%
15,166.6
 
MSFT
Microsoft Corp
50,130
4,049.8
+376.29%
2.790
+2.20%
0.000
+39.34%
+18.54%
3,699,325.7
Software
IBM
International Business Machines Corp
International Business Machines Corp
15,208
3,781.6
-0.03%
2.600
0%
0.000
+30.40%
+34.82%
271,820.6
Software
AMZN
Amazon.com Inc
38,801
3,557.5
+109.40%
2.450
+1.28%
0.000
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
WSM
Williams-Sonoma Inc
21,607
3,416.1
-0.82%
2.350
-0.02%
0.020
+17.19%
-7.92%
20,812.5
Retail - Cyclical
JPM
JPMorgan Chase & Co
29,376
3,393.4
+111.76%
2.330
+1.23%
0.000
+36.81%
+23.78%
811,412.2
Banks
AXP
American Express Co
12,021
3,234.3
+0.03%
2.220
0%
0.000
+38.10%
+9.63%
226,101.0
Credit Services
WMT
Walmart Inc
34,309
3,012.0
-0.09%
2.070
0%
0.000
+18.80%
+10.53%
792,854.5
Retail - Defensive
CVX
Chevron Corp
17,899
2,994.4
-1.94%
2.060
-0.04%
0.000
+6.45%
+4.15%
255,330.1
Oil & Gas

Insight Inv LLC's Historical Top Holdings Breakdowns

Insight Inv LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+2.62%
●
209.68 ($231.67) 247.1
$209.95
-9.38%
Add 120.89%
68,735
37,617
MSFT
Microsoft Corp
2025-03-31
Add
Add
+2.20%
●
375.39 ($407.71) 447.2
$497.72
22.08%
Add 376.29%
50,130
39,605
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+1.33%
●
442.66 ($486.15) 534.52
$478.03
-1.67%
Add 318.49%
20,782
15,816
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+1.28%
●
190.26 ($217) 242.06
$223.47
2.98%
Add 109.4%
38,801
20,271
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+1.23%
●
225.19 ($254.94) 279.95
$291.97
14.52%
Add 111.76%
29,376
15,504
FUMB
First Trust Ultra Short Duration Municipal ETF
First Trust Ultra Short Duration Municipal ETF
2025-03-31
Add
Add
+1.16%
●
20.07 ($20.11) 20.16
$20.10
-0.05%
Add 297.68%
112,445
84,170
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+1.03%
●
154.33 ($181.36) 206.38
$176.79
-2.52%
Add 114.42%
37,909
20,229
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.76%
●
142.06 ($156.47) 167.7
$155.27
-0.77%
Add 141.11%
27,544
16,120
AMGN
Amgen Inc
2025-03-31
Add
Add
+0.67%
●
258.59 ($295.3) 327.36
$292.95
-0.80%
Add 67.64%
12,642
5,101
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.61%
●
57.22 ($60.78) 63.39
$63.26
4.08%
Add 25.31%
74,854
15,120

Insight Inv LLC Total Holding History ($B)

To

Insight Inv LLC's Asset Allocation

To

Insight Inv LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Insight Inv LLC's Hypothetical Growth since 2025-03-31

Insight Inv LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Insight Inv LLC's Holdings Heat Map

Size field:

Insight Inv LLC's Holdings Bubble Chart

Insight Inv LLC News

  • 1

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