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Insight Financial Services |
| City: |
Overland Park |
| State: |
KS |
| Zip: |
66210 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$623.42 |
$50,541,000 |
89,947 |
41.04% |
-2,534,000 |
-212 |
0.001 |
Closed - End Fund - E... |
|
|
SGOV |
Ishares 03 Month Treasury B... |
2 |
- |
$0.00 |
$20,607,000 |
204,698 |
16.73% |
927,000 |
8,527 |
0.227 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
3 |
- |
$64.91 |
$12,758,000 |
206,504 |
10.36% |
242,000 |
2,467 |
0.068 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
4 |
- |
$664.77 |
$10,940,000 |
20,169 |
8.88% |
-1,808,000 |
-332 |
0.002 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
5 |
- |
$63.42 |
$6,494,000 |
111,294 |
5.27% |
-434,000 |
112 |
0.005 |
Closed - End Fund - E... |
|
|
SCHA |
Schwab Strategic Trust |
6 |
- |
$25.90 |
$5,975,000 |
255,019 |
4.85% |
-540,000 |
3,095 |
0.018 |
Closed - End Fund - Debt |
|
|
IJR |
iShares Core S&P Small-Cap |
7 |
- |
$112.47 |
$5,943,000 |
56,834 |
4.83% |
-601,000 |
40 |
0.01 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$282.46 |
$2,590,000 |
10,013 |
2.1% |
82,000 |
517 |
0.005 |
Closed - End Fund - E... |
|
|
IWB |
ishares trust Russell 1000 |
9 |
- |
$340.97 |
$662,000 |
2,159 |
0.54% |
-54,000 |
-65 |
0.002 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
- |
$480.48 |
$642,000 |
1,206 |
0.52% |
157,000 |
137 |
0 |
Property & Casualty I... |
|
|
AAPL |
Apple Inc |
11 |
- |
$212.44 |
$439,000 |
1,976 |
0.36% |
-61,000 |
-20 |
0 |
Personal Computers |
|
|
EPS |
WisdomTree Earnings 500 |
12 |
- |
$64.43 |
$300,000 |
5,063 |
0.24% |
-10,000 |
0 |
0.006 |
Closed - End Fund - Debt |
|
|
XOM |
Exxon Mobil Corp |
13 |
- |
$111.05 |
$289,000 |
2,427 |
0.23% |
35,000 |
70 |
0 |
Integrated Oil & Gas |
|
|
ADP |
Automatic Data Processing Inc |
14 |
- |
$305.05 |
$272,000 |
891 |
0.22% |
11,000 |
0 |
0 |
Business Software & S... |
|
|
IWF |
iShares Russell 1000 Growth |
15 |
- |
$423.52 |
$217,000 |
602 |
0.18% |
-36,000 |
-29 |
0 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
16 |
- |
$444.71 |
$206,000 |
491 |
0.17% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
17 |
- |
$550.80 |
$194,000 |
414 |
0.16% |
-18,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
V |
Visa Inc |
18 |
- |
$354.22 |
$185,000 |
528 |
0.15% |
18,000 |
0 |
0 |
Business Services |
|
|
VOO |
Vanguard S&P 500 Etf |
19 |
- |
$570.29 |
$149,000 |
289 |
0.12% |
-19,000 |
-23 |
0 |
Closed - End Fund - E... |
|
|
CAH |
Cardinal Health Inc |
20 |
New |
$161.98 |
$143,000 |
1,037 |
0.12% |
143,000 |
1,037 |
0 |
Drugs Wholesale |
|
|
TSLA |
Tesla Motors Inc |
21 |
- |
$177.81 |
$140,000 |
540 |
0.11% |
-11,000 |
167 |
0 |
Auto Manufacturers |
|
|
DE |
Deere & Co |
22 |
- |
$520.31 |
$118,000 |
251 |
0.1% |
12,000 |
0 |
0 |
Farm & Construction M... |
|
|
NVDA |
NVIDIA Corporation |
23 |
- |
$157.25 |
$117,000 |
1,084 |
0.09% |
-25,000 |
24 |
0 |
Semiconductor - Speci... |
|
|
ABBV |
Abbvie Inc. |
24 |
- |
$190.75 |
$105,000 |
500 |
0.09% |
16,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PFE |
Pfizer Inc |
25 |
- |
$25.32 |
$101,000 |
3,986 |
0.08% |
3,000 |
293 |
0 |
Drug Manufacturers - ... |
|
|
SPHD |
Invesco S&P 500 High Divide... |
26 |
- |
$48.63 |
$100,000 |
1,987 |
0.08% |
4,000 |
0 |
0.003 |
N/A |
|
|
AEP |
American Electric Power Co Inc |
27 |
- |
$103.26 |
$95,000 |
871 |
0.08% |
15,000 |
0 |
0 |
Electric Utilities |
|
|
T |
AT&T Corp |
28 |
- |
$28.31 |
$94,000 |
3,330 |
0.08% |
18,000 |
1 |
0 |
Long Distance Carriers |
|
|
XUSP |
Innovator Uncapped Accelera... |
32 |
- |
$0.00 |
$82,000 |
2,196 |
0.07% |
75,000 |
2,025 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
33 |
- |
$60.24 |
$82,000 |
930 |
0.07% |
-2,000 |
0 |
0 |
Discount, Variety Stores |
|
|
XEL |
Xcel Energy Inc |
30 |
- |
$67.56 |
$82,000 |
1,156 |
0.07% |
4,000 |
0 |
0.025 |
Electric Utilities |
|
|
MMM |
3M Co |
31 |
- |
$153.97 |
$82,000 |
558 |
0.07% |
10,000 |
0 |
0 |
Conglomerates |
|
|
MRK |
Merck & Co Inc |
36 |
- |
$82.39 |
$79,000 |
876 |
0.06% |
0 |
79 |
0 |
Drug Manufacturers - ... |
|
|
PM |
Philip Morris International... |
35 |
- |
$175.91 |
$79,000 |
500 |
0.06% |
19,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
PG |
Procter & Gamble Co |
34 |
- |
$161.20 |
$79,000 |
465 |
0.06% |
1,000 |
0 |
0 |
Cleaning Products |
|
|
IWD |
iShares Russell 1000 Value |
37 |
- |
$196.39 |
$72,000 |
383 |
0.06% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PDBC |
Invesco Actively Managd ETF |
39 |
- |
$13.32 |
$64,000 |
4,700 |
0.05% |
3,000 |
0 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
38 |
- |
$219.92 |
$64,000 |
336 |
0.05% |
-12,000 |
-9 |
0.001 |
Internet Software & S... |
|
|
META |
Meta Platforms Inc |
40 |
- |
$713.57 |
$62,000 |
107 |
0.05% |
-1,000 |
0 |
0 |
Internet Service Prov... |
|
|
HD |
Home Depot Inc |
41 |
- |
$371.85 |
$60,000 |
163 |
0.05% |
-3,000 |
0 |
0 |
Home Improvement Stores |
|
|
MO |
Altria Group Inc |
42 |
- |
$59.17 |
$59,000 |
977 |
0.05% |
8,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
VZ |
Verizon Communications Inc |
43 |
- |
$43.59 |
$59,000 |
1,290 |
0.05% |
14,000 |
175 |
0 |
Telecom Services - Do... |
|
|
MSFT |
Microsoft Corp |
44 |
- |
$491.09 |
$57,000 |
150 |
0.05% |
15,000 |
50 |
0 |
Application Software |
|
|
GD |
General Dynamics Corp |
45 |
- |
$293.92 |
$55,000 |
200 |
0.04% |
2,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
46 |
- |
$496.10 |
$53,000 |
149 |
0.04% |
41,000 |
113 |
0 |
N/A |
|
|
FLOT |
Ishares Floating Rate Note ... |
47 |
- |
$0.00 |
$51,000 |
1,000 |
0.04% |
0 |
0 |
0 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
48 |
- |
$82.50 |
$50,000 |
600 |
0.04% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IBM |
International Business Mach... |
49 |
- |
$287.65 |
$49,000 |
197 |
0.04% |
6,000 |
0 |
0 |
Diversified Computer ... |
|
|
NFLX |
Netflix Inc |
50 |
- |
$1,284.86 |
$49,000 |
53 |
0.04% |
11,000 |
10 |
0 |
Music & Video Stores |
|
|
F |
Ford Motor Co |
51 |
- |
$12.50 |
$41,000 |
4,095 |
0.03% |
0 |
0 |
0 |
Auto Manufacturers |
|
|
BMY |
Bristol-Myers Squibb Co |
53 |
- |
$47.63 |
$37,000 |
600 |
0.03% |
-6,000 |
-167 |
0 |
Drug Manufacturers - ... |
|
|
LOW |
Lowes Companies Inc |
54 |
- |
$226.94 |
$37,000 |
160 |
0.03% |
12,000 |
60 |
0 |
Home Improvement Stores |
|
|
JNJ |
Johnson & Johnson |
52 |
- |
$155.56 |
$37,000 |
222 |
0.03% |
12,000 |
50 |
0 |
Drug Manufacturers - ... |
|
|
CVX |
Chevron Corp |
55 |
- |
$147.98 |
$36,000 |
213 |
0.03% |
22,000 |
116 |
0 |
Integrated Oil & Gas |
|
|
ETR |
Entergy Corp |
56 |
- |
$81.32 |
$34,000 |
400 |
0.03% |
4,000 |
0 |
0 |
Electric Utilities |
|
|
SCHD |
Schwab US Dividend Equity ETF |
57 |
- |
$27.31 |
$30,000 |
1,078 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
UPS |
United Parcel Service Inc |
58 |
- |
$105.54 |
$30,000 |
274 |
0.02% |
3,000 |
58 |
0 |
AirDelivery & Freight... |
|
|
IEFA |
Ishares Core Msci Eafe |
59 |
New |
$0.00 |
$29,000 |
379 |
0.02% |
29,000 |
379 |
0 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
60 |
- |
$24.56 |
$29,000 |
1,310 |
0.02% |
-1,000 |
4 |
0 |
Closed - End Fund - Debt |
|
|
DOW |
DOW Inc |
62 |
- |
$28.73 |
$27,000 |
785 |
0.02% |
3,000 |
187 |
0 |
Diversified Chemicals |
|
|
ABT |
Abbott Laboratories |
61 |
- |
$134.11 |
$27,000 |
200 |
0.02% |
4,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CFFN |
Capitol Federal Financial |
63 |
- |
$6.33 |
$25,000 |
4,442 |
0.02% |
-1,000 |
0 |
0.003 |
Savings & Loans |
|
|
DUK |
Duke Energy Corp |
64 |
- |
$117.06 |
$24,000 |
200 |
0.02% |
2,000 |
0 |
0 |
Electric Utilities |
|
|
CSX |
CSX Corp |
65 |
- |
$33.61 |
$23,000 |
771 |
0.02% |
13,000 |
456 |
0 |
Railroads |
|
|
KHC |
Kraft Heinz Co |
66 |
- |
$27.06 |
$21,000 |
685 |
0.02% |
0 |
0 |
0 |
N/A |
|
|
DIS |
Walt Disney Co |
67 |
- |
$122.98 |
$20,000 |
199 |
0.02% |
9,000 |
97 |
0 |
Entertainment - Diver... |
|
|
BIP |
Brookfield Infrastructure P... |
68 |
- |
$33.79 |
$20,000 |
675 |
0.02% |
-1,000 |
0 |
0 |
Electric Utilities |
|
|
COST |
Costco Wholesale Corp |
73 |
- |
$982.36 |
$18,000 |
19 |
0.01% |
1,000 |
0 |
0 |
Discount, Variety Stores |
|
|
TRV |
Travelers Companies Inc |
72 |
- |
$257.34 |
$18,000 |
69 |
0.01% |
1,000 |
0 |
0 |
Property & Casualty I... |
|
|
AMD |
Advanced Micro Devices Inc |
70 |
- |
$138.52 |
$18,000 |
180 |
0.01% |
8,000 |
100 |
0 |
Semiconductor- Broad... |
|
|
UNH |
Unitedhealth Group Inc |
69 |
- |
$307.56 |
$18,000 |
33 |
0.01% |
1,000 |
0 |
0 |
Health Care Plans |
|
|
KO |
Coca-Cola Co |
71 |
- |
$70.91 |
$18,000 |
248 |
0.01% |
3,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
RTX |
RTX Corp |
74 |
- |
$101.02 |
$17,000 |
132 |
0.01% |
2,000 |
0 |
0 |
Conglomerates |
|
|
AVGO |
Broadcom Limited |
76 |
New |
$269.90 |
$17,000 |
100 |
0.01% |
17,000 |
100 |
0 |
Semiconductor- Broad... |
|
|
SKT |
Tanger Factory Outlet Cente... |
75 |
- |
$31.37 |
$17,000 |
500 |
0.01% |
0 |
0 |
0 |
REIT - Retail |
|
|
OKE |
ONEOK Inc |
77 |
- |
$82.14 |
$15,000 |
155 |
0.01% |
-1,000 |
0 |
0 |
Gas Utilities |
|
|
SNE |
Sony Corporation (ADR) |
78 |
- |
$84.84 |
$15,000 |
590 |
0.01% |
3,000 |
0 |
0 |
Electronic Equipment |
|
|
CYBR |
Cyber-Ark Software Ltd |
79 |
- |
$387.92 |
$14,000 |
41 |
0.01% |
3,000 |
7 |
0.004 |
N/A |
|
|
SVXY |
Proshares Short Vix Short T... |
80 |
- |
$40.65 |
$14,000 |
299 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
|
SPR |
Spirit AeroSystems Holdings... |
82 |
- |
$38.44 |
$14,000 |
420 |
0.01% |
0 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
KKR |
KKR Financial Holdings LLC |
81 |
- |
$134.53 |
$14,000 |
119 |
0.01% |
-4,000 |
0 |
0 |
Asset Management |
|
|
HEI |
Heico Corp |
86 |
- |
$318.84 |
$13,000 |
50 |
0.01% |
1,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
ORLY |
O Reilly Automotive Inc |
84 |
- |
$89.32 |
$13,000 |
9 |
0.01% |
2,000 |
0 |
0 |
Auto Parts Stores |
|
|
TRMB |
Trimble Navigation Ltd |
85 |
- |
$57.00 |
$13,000 |
200 |
0.01% |
-1,000 |
0 |
0 |
Scientific & Technica... |
|
|
FDX |
Fedex Corp |
83 |
- |
$239.14 |
$13,000 |
54 |
0.01% |
-2,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
USO |
United States Oil Fund, Lp |
88 |
- |
$75.59 |
$12,000 |
150 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IBIT |
iShares Bitcoin Trust |
89 |
- |
$62.42 |
$12,000 |
260 |
0.01% |
-2,000 |
0 |
0 |
N/A |
|
|
CBSH |
Commerce Bancshares Inc |
87 |
New |
$63.98 |
$12,000 |
195 |
0.01% |
12,000 |
195 |
0 |
Domestic Regional Banks |
|
|
SBUX |
Starbucks Corp |
90 |
- |
$94.18 |
$11,000 |
112 |
0.01% |
1,000 |
0 |
0 |
Specialty Eateries |
|
|
IP |
International Paper Co |
91 |
- |
$50.39 |
$11,000 |
200 |
0.01% |
0 |
0 |
0 |
Paper & Paper Products |
|
|
LYB |
LyondellBasell Industries N.V. |
92 |
- |
$62.56 |
$11,000 |
154 |
0.01% |
0 |
0 |
0 |
Specialty Chemicals |
|
|
KNTK |
Kinetik Holdings Inc |
97 |
- |
$43.71 |
$10,000 |
200 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
|
LNG |
Cheniere Energy Inc |
99 |
New |
$240.27 |
$10,000 |
44 |
0.01% |
10,000 |
44 |
0 |
Oil & Gas Equipment &... |
|
|
PPL |
PPL Corp |
96 |
- |
$33.54 |
$10,000 |
288 |
0.01% |
1,000 |
0 |
0 |
Electric Utilities |
|
|
SCHQ |
Schwab Long-term Us Treasur... |
95 |
- |
$0.00 |
$10,000 |
300 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
ARKK |
Ark Innovation ETF |
93 |
- |
$48.70 |
$10,000 |
213 |
0.01% |
-2,000 |
0 |
0.001 |
N/A |
|
|
LUV |
Southwest Airlines Co |
98 |
- |
$33.99 |
$10,000 |
296 |
0.01% |
0 |
0 |
0 |
Regional Airlines |
|
|
HSY |
Hershey Foods Corp |
100 |
- |
$177.08 |
$10,000 |
57 |
0.01% |
0 |
0 |
0 |
Confectioners |
|
|
BAC |
Bank of America Corp |
94 |
- |
$48.71 |
$10,000 |
249 |
0.01% |
-1,000 |
1 |
0 |
Domestic Money Center... |
|
|
CWEN.A |
Clearway Energy Inc |
103 |
- |
$30.24 |
$9,000 |
300 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
