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  Name: Insight Financial Services
  City: Overland Park
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $114,564,000
  Total Value Change : $30,406,000
  Securities Held Change : 5
   
All Securities Held : 153
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 126
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $523.39 $49,088,000 93,371 42.85% 11,671,000 15,032 0.001    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 5 - $59.81 $6,941,000 114,280 6.06% 574,000 91,308 0.049    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 6 - $108.98 $6,394,000 57,856 5.58% 166,000 323 0.01    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 17 - $478.74 $158,000 328 0.14% 73,000 134 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 24 - $177.81 $66,000 373 0.06% -24,000 10 0    Auto Manufacturers
   (SVXY)1 Year Chart         SVXY Proshares Short Vix Short T... 52 - $40.65 $12,000 103 0.01% 4,000 28 0.001    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 119 - $60.24 $2,000 30 0% 0 20 0    Discount, Variety Stores

      7 Records Found
  1    
Page 1 of 1
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