| |
|
|
| Name: |
Insight Inv LLC |
| City: |
EL SEGUNDO |
| State: |
CA |
| Zip: |
90245 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
33 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
3 |
- |
$423.85 |
$3,945,000 |
9,377 |
3.42% |
419,000 |
0 |
0 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
4 |
- |
$184.30 |
$2,997,000 |
16,615 |
2.6% |
473,000 |
0 |
0 |
Internet Software & S... |
|
|
MRK |
Merck & Co Inc |
13 |
- |
$131.20 |
$2,377,000 |
17,909 |
2.06% |
425,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
AMGN |
Amgen Inc |
24 |
- |
$305.02 |
$2,054,000 |
7,226 |
1.78% |
-27,000 |
0 |
0.001 |
Biotechnology |
|
|
BP |
BP Plc (ADR) |
32 |
- |
$35.26 |
$1,714,000 |
44,970 |
1.49% |
122,000 |
0 |
0.001 |
Integrated Oil & Gas |
|
|
ANTM |
Anthem Inc |
43 |
- |
$538.94 |
$1,372,000 |
2,645 |
1.19% |
125,000 |
0 |
0.001 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
47 |
- |
$372.63 |
$1,165,000 |
2,920 |
1.01% |
180,000 |
0 |
0.001 |
Medical Appliances & ... |
|
|
MSG |
Madison Square Garden Co |
48 |
- |
$187.65 |
$1,119,000 |
6,065 |
0.97% |
16,000 |
0 |
0.003 |
N/A |
|
|
INTC |
Intel Corp |
52 |
- |
$30.74 |
$853,000 |
19,311 |
0.74% |
-117,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
MEAR |
Ishares Short Maturity Muni... |
56 |
- |
$0.00 |
$692,000 |
13,800 |
0.6% |
2,000 |
0 |
0.015 |
N/A |
|
|
ABBV |
Abbvie Inc. |
58 |
- |
$169.42 |
$574,000 |
3,150 |
0.5% |
86,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
HD |
Home Depot Inc |
59 |
- |
$327.03 |
$455,000 |
1,186 |
0.39% |
44,000 |
0 |
0 |
Home Improvement Stores |
|
|
MCD |
McDonalds Corp |
60 |
- |
$256.21 |
$409,000 |
1,451 |
0.35% |
-21,000 |
0 |
0 |
Restaurants |
|
|
COST |
Costco Wholesale Corp |
62 |
- |
$845.58 |
$369,000 |
504 |
0.32% |
36,000 |
0 |
0 |
Discount, Variety Stores |
|
|
GOOG |
Alphabet Inc |
65 |
- |
$175.95 |
$286,000 |
1,880 |
0.25% |
21,000 |
0 |
0 |
Search Engines & Info... |
|
|
AVGO |
Broadcom Limited |
67 |
- |
$1,406.64 |
$259,000 |
195 |
0.22% |
41,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
TYL |
Tyler Technologies Inc |
68 |
- |
$481.84 |
$255,000 |
600 |
0.22% |
4,000 |
0 |
0.001 |
Information Technolog... |
|
|
BTF |
Valkyrie Bitcoin Strategy Etf |
69 |
- |
$0.00 |
$239,000 |
11,300 |
0.21% |
88,000 |
0 |
0.452 |
N/A |
|
|
RGLD |
Royal Gold Inc |
71 |
- |
$123.70 |
$214,000 |
1,760 |
0.19% |
1,000 |
0 |
0.003 |
Gold |
|
|
PSLV |
Sprott Physical Silver Trus... |
72 |
- |
$9.83 |
$213,000 |
25,750 |
0.18% |
5,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
76 |
- |
$88.97 |
$108,000 |
1,280 |
0.09% |
12,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
77 |
- |
$351.27 |
$105,000 |
311 |
0.09% |
11,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
78 |
- |
$361.13 |
$77,000 |
223 |
0.07% |
8,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
80 |
- |
$87.51 |
$70,000 |
772 |
0.06% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
81 |
- |
$183.30 |
$70,000 |
376 |
0.06% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
82 |
- |
$121.04 |
$62,000 |
498 |
0.05% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
83 |
- |
$128.11 |
$56,000 |
426 |
0.05% |
3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
84 |
- |
$242.07 |
$48,000 |
191 |
0.04% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
85 |
- |
$98.00 |
$45,000 |
438 |
0.04% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VONV |
Vanguard Russell 1000 Value... |
86 |
- |
$77.06 |
$23,000 |
287 |
0.02% |
2,000 |
0 |
0 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
87 |
- |
$106.93 |
$10,000 |
92 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
VTWO |
Vanguard Russell 2000 Etf |
88 |
- |
$81.38 |
$9,000 |
108 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
89 |
- |
$90.38 |
$6,000 |
68 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
