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| Name: |
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 |
- |
$510.77 |
$49,088,000 |
93,371 |
42.85% |
11,671,000 |
15,032 |
0.001 |
Closed - End Fund - E... |
|
|
SGOV |
Ishares 03 Month Treasury B... |
2 |
New |
$0.00 |
$15,785,000 |
156,734 |
13.78% |
15,785,000 |
156,734 |
0.174 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
3 |
- |
$56.34 |
$12,063,000 |
207,774 |
10.53% |
868,000 |
-231 |
0.068 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
4 |
- |
$503.94 |
$11,270,000 |
21,493 |
9.84% |
591,000 |
-571 |
0.002 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
5 |
- |
$57.82 |
$6,941,000 |
114,280 |
6.06% |
574,000 |
91,308 |
0.049 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
6 |
- |
$105.65 |
$6,394,000 |
57,856 |
5.58% |
166,000 |
323 |
0.01 |
Closed - End Fund - E... |
|
|
SCHA |
Schwab Strategic Trust |
7 |
- |
$46.59 |
$6,112,000 |
124,121 |
5.34% |
204,000 |
-940 |
0.009 |
Closed - End Fund - Debt |
|
|
VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$240.39 |
$2,310,000 |
9,245 |
2.02% |
156,000 |
-14 |
0.005 |
Closed - End Fund - E... |
|
|
IWB |
ishares trust Russell 1000 |
9 |
- |
$279.45 |
$662,000 |
2,300 |
0.58% |
59,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
10 |
- |
$327.99 |
$457,000 |
1,355 |
0.4% |
12,000 |
-113 |
0.001 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
11 |
- |
$169.30 |
$304,000 |
1,770 |
0.27% |
-37,000 |
0 |
0 |
Personal Computers |
|
|
EPS |
WisdomTree Earnings 500 |
12 |
- |
$54.09 |
$280,000 |
5,063 |
0.24% |
26,000 |
0 |
0.006 |
Closed - End Fund - Debt |
|
|
BRK.B |
Berkshire Hathaway B |
13 |
- |
$402.10 |
$259,000 |
616 |
0.23% |
39,000 |
0 |
0 |
Property & Casualty I... |
|
|
ADP |
Automatic Data Processing Inc |
14 |
- |
$243.07 |
$223,000 |
891 |
0.19% |
15,000 |
0 |
0 |
Business Software & S... |
|
|
DIA |
Diamonds Trust |
15 |
- |
$382.31 |
$195,000 |
491 |
0.17% |
10,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
16 |
- |
$431.00 |
$184,000 |
414 |
0.16% |
14,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
VOO |
Vanguard S&P 500 Etf |
17 |
- |
$467.21 |
$158,000 |
328 |
0.14% |
73,000 |
134 |
0 |
Closed - End Fund - E... |
|
|
V |
Visa Inc |
18 |
- |
$274.52 |
$147,000 |
528 |
0.13% |
10,000 |
0 |
0 |
Business Services |
|
|
SPHD |
Invesco S&P 500 High Divide... |
19 |
- |
$43.24 |
$93,000 |
2,090 |
0.08% |
4,000 |
0 |
0.003 |
N/A |
|
|
MRK |
Merck & Co Inc |
20 |
- |
$131.20 |
$79,000 |
597 |
0.07% |
14,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PG |
Procter & Gamble Co |
21 |
- |
$161.29 |
$76,000 |
465 |
0.07% |
8,000 |
0 |
0 |
Cleaning Products |
|
|
NVDA |
NVIDIA Corporation |
22 |
- |
$877.35 |
$70,000 |
77 |
0.06% |
32,000 |
0 |
0 |
Semiconductor - Speci... |
|
|
IWD |
iShares Russell 1000 Value |
23 |
- |
$173.05 |
$69,000 |
383 |
0.06% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
24 |
- |
$168.29 |
$66,000 |
373 |
0.06% |
-24,000 |
10 |
0 |
Auto Manufacturers |
|
|
PDBC |
Invesco Actively Managd ETF |
25 |
- |
$14.29 |
$65,000 |
4,700 |
0.06% |
2,000 |
0 |
0.001 |
N/A |
|
|
FB |
Meta Platforms Inc |
26 |
- |
$443.29 |
$52,000 |
107 |
0.05% |
14,000 |
0 |
0 |
Internet Service Prov... |
|
|
XEL |
Xcel Energy Inc |
28 |
- |
$53.96 |
$51,000 |
956 |
0.04% |
-8,000 |
0 |
0 |
Electric Utilities |
|
|
FLOT |
Ishares Floating Rate Note ... |
27 |
- |
$0.00 |
$51,000 |
1,000 |
0.04% |
0 |
0 |
0 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
30 |
- |
$81.21 |
$49,000 |
600 |
0.04% |
-2,000 |
-17 |
0 |
Closed - End Fund - E... |
|
|
AEP |
American Electric Power Co Inc |
29 |
- |
$85.26 |
$49,000 |
571 |
0.04% |
3,000 |
0 |
0 |
Electric Utilities |
|
|
DE |
Deere & Co |
31 |
- |
$393.33 |
$44,000 |
106 |
0.04% |
2,000 |
0 |
0 |
Farm & Construction M... |
|
|
IBM |
International Business Mach... |
32 |
- |
$167.13 |
$38,000 |
197 |
0.03% |
6,000 |
0 |
0.001 |
Diversified Computer ... |
|
|
ABBV |
Abbvie Inc. |
34 |
New |
$159.62 |
$36,000 |
200 |
0.03% |
36,000 |
200 |
0 |
Drug Manufacturers - ... |
|
|
NFLX |
Netflix Inc |
35 |
- |
$561.23 |
$30,000 |
50 |
0.03% |
6,000 |
0 |
0 |
Music & Video Stores |
|
|
MSFT |
Microsoft Corp |
36 |
- |
$406.32 |
$28,000 |
65 |
0.02% |
3,000 |
0 |
0 |
Application Software |
|
|
SCHD |
Schwab US Dividend Equity ETF |
37 |
- |
$77.48 |
$28,000 |
347 |
0.02% |
1,000 |
-10 |
0 |
N/A |
|
|
F |
Ford Motor Co |
38 |
- |
$12.79 |
$27,000 |
2,000 |
0.02% |
3,000 |
0 |
0 |
Auto Manufacturers |
|
|
HD |
Home Depot Inc |
39 |
- |
$335.09 |
$24,000 |
63 |
0.02% |
2,000 |
0 |
0 |
Home Improvement Stores |
|
|
PNOV |
Innovator S&p 500 Power Buf... |
40 |
- |
$0.00 |
$23,000 |
650 |
0.02% |
1,000 |
0 |
0.003 |
N/A |
|
|
BIP |
Brookfield Infrastructure P... |
41 |
- |
$27.14 |
$21,000 |
675 |
0.02% |
0 |
0 |
0 |
Electric Utilities |
|
|
MMM |
3M Co |
43 |
- |
$91.83 |
$17,000 |
158 |
0.01% |
0 |
0 |
0 |
Conglomerates |
|
|
UNH |
Unitedhealth Group Inc |
42 |
- |
$495.35 |
$17,000 |
33 |
0.01% |
-1,000 |
0 |
0 |
Health Care Plans |
|
|
FDX |
Fedex Corp |
45 |
- |
$265.84 |
$16,000 |
54 |
0.01% |
2,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
XOM |
Exxon Mobil Corp |
46 |
- |
$117.96 |
$16,000 |
141 |
0.01% |
2,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
LYB |
LyondellBasell Industries N.V. |
44 |
- |
$102.13 |
$16,000 |
154 |
0.01% |
1,000 |
0 |
0 |
Specialty Chemicals |
|
|
T |
AT&T Corp |
49 |
- |
$16.75 |
$15,000 |
859 |
0.01% |
1,000 |
1 |
0 |
Long Distance Carriers |
|
|
SKT |
Tanger Factory Outlet Cente... |
47 |
- |
$28.88 |
$15,000 |
500 |
0.01% |
1,000 |
0 |
0.001 |
REIT - Retail |
|
|
SPR |
Spirit AeroSystems Holdings... |
48 |
- |
$32.49 |
$15,000 |
420 |
0.01% |
2,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
VZ |
Verizon Communications Inc |
50 |
- |
$39.68 |
$14,000 |
323 |
0.01% |
2,000 |
0 |
0 |
Telecom Services - Do... |
|
|
TRMB |
Trimble Navigation Ltd |
51 |
- |
$60.15 |
$13,000 |
200 |
0.01% |
2,000 |
0 |
0 |
Scientific & Technica... |
|
|
SVXY |
Proshares Short Vix Short T... |
52 |
- |
$40.65 |
$12,000 |
103 |
0.01% |
4,000 |
28 |
0.001 |
N/A |
|
|
DIS |
Walt Disney Co |
58 |
- |
$112.73 |
$12,000 |
102 |
0.01% |
3,000 |
0 |
0 |
Entertainment - Diver... |
|
|
PFE |
Pfizer Inc |
56 |
- |
$25.40 |
$12,000 |
416 |
0.01% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
LAND |
Gladstone Land Corp |
53 |
- |
$12.68 |
$12,000 |
876 |
0.01% |
-1,000 |
0 |
0 |
REIT - Diversified |
|
|
CSX |
CSX Corp |
54 |
- |
$33.99 |
$12,000 |
315 |
0.01% |
1,000 |
0 |
0 |
Railroads |
|
|
OKE |
ONEOK Inc |
55 |
- |
$81.06 |
$12,000 |
155 |
0.01% |
1,000 |
0 |
0 |
Gas Utilities |
|
|
USO |
United States Oil Fund, Lp |
57 |
- |
$80.39 |
$12,000 |
150 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ARKK |
Ark Innovation ETF |
62 |
- |
$44.07 |
$11,000 |
213 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
KHC |
Kraft Heinz Co |
61 |
New |
$38.16 |
$11,000 |
285 |
0.01% |
11,000 |
285 |
0 |
N/A |
|
|
ADM |
Archer Daniels Midland Co |
63 |
- |
$60.10 |
$11,000 |
175 |
0.01% |
-2,000 |
0 |
0 |
Food - Major Diversified |
|
|
HSY |
Hershey Foods Corp |
59 |
- |
$186.16 |
$11,000 |
57 |
0.01% |
0 |
0 |
0 |
Confectioners |
|
|
JNJ |
Johnson & Johnson |
60 |
- |
$146.14 |
$11,000 |
72 |
0.01% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ORLY |
O Reilly Automotive Inc |
65 |
- |
$1,043.93 |
$10,000 |
9 |
0.01% |
1,000 |
0 |
0 |
Auto Parts Stores |
|
|
HEI |
Heico Corp |
71 |
- |
$206.46 |
$10,000 |
50 |
0.01% |
1,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
SNE |
Sony Corporation (ADR) |
64 |
- |
$82.33 |
$10,000 |
118 |
0.01% |
-1,000 |
0 |
0 |
Electronic Equipment |
|
|
UPS |
United Parcel Service Inc |
66 |
- |
$147.59 |
$10,000 |
65 |
0.01% |
0 |
0 |
0 |
AirDelivery & Freight... |
|
|
MO |
Altria Group Inc |
69 |
- |
$43.38 |
$10,000 |
227 |
0.01% |
1,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
AMD |
Advanced Micro Devices Inc |
70 |
New |
$157.40 |
$10,000 |
58 |
0.01% |
10,000 |
58 |
0 |
Semiconductor- Broad... |
|
|
SBUX |
Starbucks Corp |
68 |
- |
$88.25 |
$10,000 |
112 |
0.01% |
-1,000 |
0 |
0 |
Specialty Eateries |
|
|
COST |
Costco Wholesale Corp |
67 |
New |
$729.18 |
$10,000 |
13 |
0.01% |
10,000 |
13 |
0 |
Discount, Variety Stores |
|
|
BMY |
Bristol-Myers Squibb Co |
75 |
- |
$44.85 |
$9,000 |
167 |
0.01% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CYBR |
Cyber-Ark Software Ltd |
74 |
- |
$242.60 |
$9,000 |
34 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
BAC |
Bank of America Corp |
76 |
- |
$37.83 |
$9,000 |
247 |
0.01% |
1,000 |
0 |
0 |
Domestic Money Center... |
|
|
O |
Realty Income Corp |
78 |
- |
$53.71 |
$9,000 |
159 |
0.01% |
0 |
0 |
0 |
REIT - Retail |
|
|
KO |
Coca-Cola Co |
72 |
- |
$61.74 |
$9,000 |
148 |
0.01% |
0 |
0 |
0 |
Beverage Soft Drinks... |
|
|
COIN |
Coinbase Global, Inc. |
77 |
- |
$236.32 |
$9,000 |
33 |
0.01% |
3,000 |
0 |
0 |
N/A |
|
|
LUV |
Southwest Airlines Co |
73 |
- |
$27.03 |
$9,000 |
296 |
0.01% |
0 |
0 |
0 |
Regional Airlines |
|
|
PPL |
PPL Corp |
79 |
- |
$27.02 |
$8,000 |
288 |
0.01% |
0 |
0 |
0 |
Electric Utilities |
|
|
WFC |
Wells Fargo & Co |
80 |
- |
$59.91 |
$7,000 |
118 |
0.01% |
1,000 |
0 |
0 |
Domestic Money Center... |
|
|
LMT |
Lockheed Martin Corp |
87 |
- |
$461.29 |
$6,000 |
13 |
0.01% |
0 |
0 |
0 |
Aerospace/Defense - M... |
|
|
USB |
US Bancorp Delaware |
83 |
- |
$41.12 |
$6,000 |
135 |
0.01% |
0 |
0 |
0 |
Domestic Regional Banks |
|
|
DARE |
Dare Bioscience Inc |
82 |
- |
$0.31 |
$6,000 |
11,400 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
MRNA |
Moderna, Inc. |
81 |
- |
$0.00 |
$6,000 |
55 |
0.01% |
1,000 |
0 |
0.016 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
84 |
- |
$508.26 |
$6,000 |
11 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
XUSP |
Innovator Uncapped Accelera... |
85 |
- |
$0.00 |
$6,000 |
171 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
MNST |
Monster Beverage Corporation |
86 |
- |
$53.37 |
$6,000 |
100 |
0.01% |
0 |
0 |
0 |
Beverage Soft Drinks... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
89 |
- |
$88.24 |
$5,000 |
50 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
CPER |
United States Copper Index ... |
91 |
- |
$0.00 |
$5,000 |
200 |
0% |
0 |
0 |
0 |
N/A |
|
|
SYM |
Symbotic Inc |
88 |
- |
$40.19 |
$5,000 |
100 |
0% |
0 |
0 |
0.003 |
N/A |
|
|
AXP |
American Express Co |
90 |
- |
$235.64 |
$5,000 |
20 |
0% |
1,000 |
0 |
0 |
Credit Services |
|
|
SHAK |
Shake Shack Inc. |
98 |
- |
$104.88 |
$4,000 |
35 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
ALE |
Allete Inc |
102 |
- |
$59.02 |
$4,000 |
70 |
0% |
0 |
0 |
0 |
Multi Utilities |
|
|
TMUS |
T-Mobile Us Inc |
101 |
- |
$163.96 |
$4,000 |
26 |
0% |
0 |
0 |
0 |
Wireless Communications |
|
|
BUD |
Anheuser-Busch InBev SA |
93 |
- |
$60.01 |
$4,000 |
61 |
0% |
0 |
0 |
0 |
Beverage - Brewers |
|
|
DPZ |
Dominos Pizza Inc |
97 |
- |
$499.07 |
$4,000 |
8 |
0% |
1,000 |
0 |
0 |
Food Wholesale |
|
|
TGT |
Target Corp |
94 |
- |
$164.74 |
$4,000 |
20 |
0% |
1,000 |
0 |
0 |
Discount, Variety Stores |
|
|
COF |
Capital One Financial Corp |
100 |
- |
$146.21 |
$4,000 |
25 |
0% |
1,000 |
0 |
0 |
Credit Services |
|
|
ALLY |
Ally Financial Inc |
95 |
- |
$39.30 |
$4,000 |
100 |
0% |
1,000 |
0 |
0 |
Mortgage Investment |
|
|
GNL |
Global Net Lease Inc |
99 |
- |
$6.91 |
$4,000 |
534 |
0% |
-1,000 |
0 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
96 |
- |
$179.62 |
$4,000 |
20 |
0% |
1,000 |
0 |
0 |
Internet Software & S... |
|
