13F HOLDINGS REPORT

Insight Inv LLC

Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001398344-25-000853

Total Value

$143.6M

Positions

124

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (124)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	31,118	$7.8M	5.43%
2	MICROSOFT CORP	MSFT	10,525	$4.4M	3.09%
3	AMAZON COM INC	AMZN	18,530	$4.1M	2.83%
4	WILLIAMS SONOMA INC	WSM	21,786	$4.0M	2.81%
5	MARVELL TECHNOLOGY INC	MRVL	36,415	$4.0M	2.80%
6	AMERICAN EXPRESS CO	AXP	12,017	$3.6M	2.48%
7	FIRST TR EXCHANGE-TRADED FD	33738R506	59,734	$3.5M	2.46%
8	ALPHABET INC	GOOG	17,680	$3.3M	2.33%
9	INTERNATIONAL BUSINESS MACHS	INTR	15,213	$3.3M	2.33%
10	JPMORGAN CHASE & CO.	VYLD	13,872	$3.3M	2.32%
11	WALMART INC	WMT	34,341	$3.1M	2.16%
12	ORACLE CORP	ORCL-PD	17,128	$2.9M	1.99%
13	CHEVRON CORP NEW	CVX	18,254	$2.6M	1.84%
14	QUALCOMM INC	QCOM	17,179	$2.6M	1.84%
15	EXXON MOBIL CORP	XOM	24,335	$2.6M	1.82%
16	TJX COS INC NEW	872540109	21,433	$2.6M	1.80%
17	ALLSTATE CORP	ALL-PJ	13,186	$2.6M	1.78%
18	GRAHAM HLDGS CO	GHM	2,724	$2.4M	1.65%
19	CISCO SYS INC	CSCO	39,963	$2.4M	1.65%
20	VANGUARD SCOTTSDALE FDS	92206C409	30,318	$2.4M	1.65%
21	MORGAN STANLEY	MS-PQ	18,290	$2.3M	1.60%
22	ISHARES TR	464287614	5,640	$2.3M	1.58%
23	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,966	$2.3M	1.57%
24	RTX CORPORATION	RTX	18,386	$2.1M	1.48%
25	DISNEY WALT CO	254687106	18,757	$2.1M	1.45%
26	EMERSON ELEC CO	EMR	16,480	$2.0M	1.42%
27	CORNING INC	GLW	42,448	$2.0M	1.40%
28	GENERAL DYNAMICS CORP	GD	7,599	$2.0M	1.39%
29	PNC FINL SVCS GROUP INC	693475105	10,312	$2.0M	1.38%
30	PROCTER AND GAMBLE CO	742718109	11,842	$2.0M	1.38%
31	PEPSICO INC	PEP	12,895	$2.0M	1.38%
32	MERCK & CO INC	MRK	19,793	$2.0M	1.37%
33	AMGEN INC	AMGN	7,541	$2.0M	1.37%
34	CITIGROUP INC	C-PR	27,122	$1.9M	1.33%
35	FIRST TR EXCH TRADED FD III	33739P830	93,630	$1.9M	1.29%
36	BERKLEY W R CORP	WRB-PH	31,662	$1.9M	1.29%
37	ISHARES TR	464287598	9,834	$1.8M	1.27%
38	APPLIED MATLS INC	038222105	10,771	$1.8M	1.22%
39	BRISTOL-MYERS SQUIBB CO	CELG-RI	30,859	$1.7M	1.22%
40	PACCAR INC	PCAR	16,047	$1.7M	1.16%
41	JOHNSON & JOHNSON	JNJ	11,424	$1.7M	1.15%
42	TARGET CORP	TGT	11,893	$1.6M	1.12%
43	JOHNSON CTLS INTL PLC	G51502105	18,800	$1.5M	1.03%
44	MADISON SQUARE GRDN SPRT COR	55825T103	6,550	$1.5M	1.03%
45	AT&T INC	T-PC	59,757	$1.4M	0.95%
46	LOWES COS INC	548661107	5,302	$1.3M	0.91%
47	LINCOLN NATL CORP IND	534187109	41,110	$1.3M	0.91%
48	BP PLC	BPPFF	41,816	$1.2M	0.86%
49	EOG RES INC	EOG	9,826	$1.2M	0.84%
50	MEDTRONIC PLC	MDT	14,906	$1.2M	0.83%
51	VERIZON COMMUNICATIONS INC	VZ	27,401	$1.1M	0.76%
52	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	13,151	$1.0M	0.70%
53	ELEVANCE HEALTH INC	ELV	2,557	$943,277	0.66%
54	LABCORP HOLDINGS INC	LH	3,859	$884,946	0.62%
55	FIRST TR EXCHANGE-TRADED FD	33741X102	21,475	$769,879	0.54%
56	VANGUARD INDEX FDS	922908744	4,425	$749,153	0.52%
57	SOUTHERN CO	SOMN	9,030	$743,350	0.52%
58	COSTCO WHSL CORP NEW	22160K105	714	$654,217	0.46%
59	VANGUARD INDEX FDS	922908363	1,194	$643,339	0.45%
60	ISHARES U S ETF TR	46431W838	12,800	$639,360	0.45%
61	HOME DEPOT INC	HD	1,580	$614,604	0.43%
62	ISHARES TR	464287507	9,680	$603,161	0.42%
63	CVS HEALTH CORP	CVS	13,161	$590,797	0.41%
64	FIRST TR EXCH TRADED FD III	33740J104	28,275	$568,045	0.40%
65	ISHARES TR	46432F842	7,937	$557,812	0.39%
66	VANGUARD SCOTTSDALE FDS	92206C870	6,611	$530,665	0.37%
67	ALPHABET INC	GOOG	2,759	$525,424	0.37%
68	VISA INC	V	1,593	$503,452	0.35%
69	BROADCOM INC	AVGO	2,120	$491,501	0.34%
70	NEW YORK LIFE INVESTMENTS ET	45409B107	15,053	$483,334	0.34%
71	ISHARES TR	464287705	3,849	$480,971	0.33%
72	FIRST TR EXCHANGE-TRADED FD	33739Q200	8,765	$426,593	0.30%
73	INTEL CORP	INTC	20,384	$408,699	0.28%
74	MCDONALDS CORP	MCD	1,391	$403,237	0.28%
75	ISHARES TR	464287879	3,371	$366,124	0.25%
76	INVESCO EXCH TRADED FD TR II	IVZ	16,486	$347,360	0.24%
77	THERMO FISHER SCIENTIFIC INC	TMO	638	$331,907	0.23%
78	ISHARES TR	464287804	2,876	$331,373	0.23%
79	NVIDIA CORPORATION	NVDA	2,344	$314,776	0.22%
80	ISHARES TR	464287606	3,368	$306,252	0.21%
81	ABBVIE INC	ABBV	1,702	$302,445	0.21%
82	FAIR ISAAC CORP	FICO	138	$274,748	0.19%
83	ISHARES TR	464287473	1,970	$254,800	0.18%
84	SPROTT PHYSICAL SILVER TR	SII	25,750	$248,488	0.17%
85	PFIZER INC	PFE	9,340	$247,790	0.17%
86	ADOBE INC	ADBE	529	$235,236	0.16%
87	ROYAL GOLD INC	RGLD	1,760	$232,056	0.16%
88	ETF SER SOLUTIONS	26922A289	4,847	$230,960	0.16%
89	VANGUARD INDEX FDS	922908611	1,143	$226,520	0.16%
90	LOCKHEED MARTIN CORP	LMT	465	$225,962	0.16%
91	ISHARES TR	464287168	1,662	$218,204	0.15%
92	TEXAS INSTRS INC	882508104	1,151	$215,824	0.15%
93	PARAMOUNT GLOBAL	92556H206	20,435	$214,516	0.15%
94	AON PLC	AON	597	$214,419	0.15%
95	INVESCO EXCHANGE TRADED FD T	IVZ	5,205	$209,970	0.15%
96	PALO ALTO NETWORKS INC	PANW	1,126	$204,887	0.14%
97	VALKYRIE ETF TRUST II	91917A108	11,300	$165,545	0.12%
98	UNITEDHEALTH GROUP INC	UNH	303	$153,276	0.11%
99	UNITED RENTALS INC	URI	207	$145,819	0.10%
100	ISHARES TR	464287887	963	$130,361	0.09%
101	ISHARES TR	464287309	1,280	$129,958	0.09%
102	VANGUARD INDEX FDS	922908736	223	$91,528	0.06%
103	ISHARES TR	464287630	527	$86,518	0.06%
104	ISHARES TR	464287622	245	$78,929	0.05%
105	ISHARES TR	464287200	123	$72,408	0.05%
106	ISHARES TR	464287408	376	$71,771	0.05%
107	FIRST TR EXCHANGE-TRADED FD	33739Q408	1,175	$70,230	0.05%
108	ISHARES TR	464287648	189	$54,398	0.04%
109	ISHARES TR	46432F388	488	$51,538	0.04%
110	VANGUARD INDEX FDS	922908629	191	$50,449	0.04%
111	ISHARES TR	464287481	298	$37,772	0.03%
112	ISHARES TR	464287655	138	$30,492	0.02%
113	AMBEV SA	ABEV	13,569	$25,103	0.02%
114	MASTERCARD INCORPORATED	MA	46	$24,222	0.02%
115	VANGUARD SCOTTSDALE FDS	92206C714	287	$23,319	0.02%
116	ISHARES TR	464287465	230	$17,390	0.01%
117	VEEVA SYS INC	VEEV	74	$15,559	0.01%
118	VANGUARD SCOTTSDALE FDS	92206C664	108	$9,648	0.01%
119	ISHARES TR	464287176	87	$9,270	0.01%
120	VANGUARD SCOTTSDALE FDS	92206C680	68	$7,024	0.00%
121	FIRST TR EXCHANGE-TRADED FD	33738R845	201	$5,785	0.00%
122	ISHARES TR	464287234	90	$3,764	0.00%
123	ISHARES TR	464287499	14	$1,238	0.00%
124	V F CORP	VFC	34	$730	0.00%