|
|
Name: |
INSIGHT 2811 INC |
City: |
TROY |
State: |
MI |
Zip: |
48084 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
83 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
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 |
|
VGSH |
Vanguard Scottsdale Funds |
|
- |
$57.74 |
$47,094,000 |
810,979 |
% |
1,351,000 |
26,772 |
0 |
N/A |
|
SHY |
Ishares Barclays 1-3 Treasu... |
|
- |
$81.28 |
$39,225,000 |
479,640 |
% |
166,000 |
3,539 |
0 |
N/A |
|
IWD |
iShares Russell 1000 Value |
|
- |
$176.89 |
$12,772,000 |
71,310 |
% |
1,043,000 |
331 |
0 |
N/A |
|
AGG |
iShares Barclays Agency Bond |
|
- |
$96.24 |
$9,685,000 |
98,888 |
% |
1,312,000 |
14,522 |
0 |
N/A |
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$523.39 |
$8,831,000 |
16,798 |
% |
1,963,000 |
2,419 |
0 |
N/A |
|
JPST |
Jp Morgan Ultra Short Incom... |
|
- |
$0.00 |
$7,133,000 |
141,395 |
% |
1,481,000 |
28,880 |
0 |
N/A |
|
IEFA |
Ishares Core Msci Eafe |
|
- |
$0.00 |
$7,102,000 |
95,682 |
% |
437,000 |
946 |
0 |
N/A |
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
|
- |
$0.00 |
$6,148,000 |
66,971 |
% |
-557,000 |
-6,391 |
0 |
N/A |
|
TLT |
iShares Tr Lehman 20+yr Tres |
|
- |
$90.12 |
$5,280,000 |
55,803 |
% |
-229,000 |
84 |
0 |
N/A |
|
IWF |
iShares Russell 1000 Growth |
|
- |
$336.67 |
$3,453,000 |
10,244 |
% |
317,000 |
-100 |
0 |
N/A |
|
SPY |
Standard & Poors Depository... |
|
- |
$520.84 |
$2,638,000 |
5,044 |
% |
206,000 |
-73 |
0 |
N/A |
|
IWP |
iShares Tr Russell MidCap Gr |
|
- |
$110.32 |
$2,550,000 |
22,339 |
% |
211,000 |
-48 |
0 |
N/A |
|
FBHS |
Fortune Brands Home & Secur... |
|
- |
$75.32 |
$2,200,000 |
25,982 |
% |
222,000 |
0 |
0 |
N/A |
|
IWS |
iShares Tr Rssll Midcap Valu |
|
- |
$123.38 |
$2,067,000 |
16,490 |
% |
126,000 |
-198 |
0 |
N/A |
|
BRK.B |
Berkshire Hathaway B |
|
- |
$412.05 |
$1,891,000 |
4,496 |
% |
289,000 |
4 |
0 |
N/A |
|
AAPL |
Apple Inc |
|
- |
$183.05 |
$1,611,000 |
9,392 |
% |
-280,000 |
-432 |
0 |
N/A |
|
MSFT |
Microsoft Corp |
|
- |
$414.74 |
$1,470,000 |
3,494 |
% |
86,000 |
-187 |
0 |
N/A |
|
VOOV |
Vanguard S&P 500 Value Etf |
|
- |
$178.21 |
$1,421,000 |
7,875 |
% |
234,000 |
810 |
0 |
N/A |
|
IWN |
iShares Russell 2000 Value |
|
- |
$156.19 |
$1,207,000 |
7,603 |
% |
22,000 |
-23 |
0 |
N/A |
|
IWO |
iShares Russell 2000 Growth |
|
- |
$259.92 |
$1,184,000 |
4,371 |
% |
86,000 |
19 |
0 |
N/A |
|
MRK |
Merck & Co Inc |
|
- |
$131.20 |
$991,000 |
7,510 |
% |
174,000 |
15 |
0 |
N/A |
|
VEA |
Vanguard Europe Pacific ETF |
|
- |
$49.56 |
$918,000 |
18,296 |
% |
138,000 |
2,008 |
0 |
N/A |
|
ACGL |
Arch Capital Group Ltd |
|
- |
$100.05 |
$900,000 |
9,733 |
% |
176,000 |
-20 |
0 |
N/A |
|
BILS |
Spdr Bloomberg Barclays 312... |
|
- |
$0.00 |
$900,000 |
9,053 |
% |
3,000 |
0 |
0 |
N/A |
|
SJNK |
Spdr Barclays Capital Short... |
|
- |
$24.91 |
$886,000 |
35,142 |
% |
42,000 |
1,585 |
0 |
N/A |
|
JNJ |
Johnson & Johnson |
|
- |
$149.91 |
$855,000 |
5,402 |
% |
-2,000 |
-68 |
0 |
N/A |
|
CSCO |
Cisco Systems Inc |
|
- |
$48.06 |
$819,000 |
16,408 |
% |
-8,000 |
42 |
0 |
N/A |
|
INTC |
Intel Corp |
|
- |
$29.85 |
$801,000 |
18,127 |
% |
-113,000 |
-67 |
0 |
N/A |
|
MDLZ |
Mondelez International Inc |
|
- |
$71.20 |
$776,000 |
11,084 |
% |
-27,000 |
0 |
0 |
N/A |
|
GOOG |
Alphabet Inc |
|
- |
$170.29 |
$775,000 |
5,088 |
% |
54,000 |
-30 |
0 |
N/A |
|
ORCL |
Oracle Corp |
|
- |
$116.67 |
$748,000 |
5,953 |
% |
122,000 |
20 |
0 |
N/A |
|
EXP |
Eagle Materials Inc |
|
- |
$269.15 |
$747,000 |
2,750 |
% |
189,000 |
0 |
0 |
N/A |
|
IHDG |
Widsom Tree International H... |
|
- |
$45.88 |
$737,000 |
16,043 |
% |
23,000 |
-950 |
0 |
N/A |
|
VGLT |
Vanguard Long-Term Governm |
|
- |
$56.66 |
$728,000 |
12,287 |
% |
67,000 |
1,538 |
0 |
N/A |
|
ABBV |
Abbvie Inc. |
|
- |
$160.75 |
$688,000 |
3,775 |
% |
103,000 |
0 |
0 |
N/A |
|
IBM |
International Business Mach... |
|
- |
$167.15 |
$679,000 |
3,554 |
% |
330,000 |
1,419 |
0 |
N/A |
|
ABX |
Barrick Gold Corp (USA) |
|
- |
$16.93 |
$640,000 |
38,444 |
% |
-52,000 |
185 |
0 |
N/A |
|
JPM |
JP Morgan Chase & Co |
|
- |
$198.77 |
$638,000 |
3,186 |
% |
98,000 |
13 |
0 |
N/A |
|
PG |
Procter & Gamble Co |
|
- |
$166.85 |
$634,000 |
3,910 |
% |
54,000 |
-51 |
0 |
N/A |
|
AMAT |
Applied Materials Inc |
|
- |
$209.73 |
$596,000 |
2,890 |
% |
128,000 |
0 |
0 |
N/A |
|
QCOM |
QUALCOMM Inc |
|
- |
$182.08 |
$568,000 |
3,355 |
% |
83,000 |
0 |
0 |
N/A |
|
TGT |
Target Corp |
|
- |
$163.13 |
$558,000 |
3,150 |
% |
111,000 |
11 |
0 |
N/A |
|
VZ |
Verizon Communications Inc |
|
- |
$40.40 |
$516,000 |
12,300 |
% |
60,000 |
200 |
0 |
N/A |
|
DHR |
Danaher Corp |
|
- |
$253.38 |
$506,000 |
2,027 |
% |
-9,000 |
-200 |
0 |
N/A |
|
MBC |
Masterbrand, Inc. |
|
- |
$16.85 |
$487,000 |
25,982 |
% |
101,000 |
0 |
0 |
N/A |
|
DIVZ |
Trueshares Low Volatility E... |
|
- |
$0.00 |
$482,000 |
16,180 |
% |
-19,000 |
-1,858 |
0 |
N/A |
|
FB |
Meta Platforms Inc |
|
- |
$476.20 |
$474,000 |
976 |
% |
125,000 |
-10 |
0 |
N/A |
|
MCK |
McKesson Corp |
|
- |
$531.10 |
$451,000 |
841 |
% |
62,000 |
0 |
0 |
N/A |
|
MS |
Morgan Stanley |
|
- |
$98.28 |
$445,000 |
4,722 |
% |
7,000 |
20 |
0 |
N/A |
|
LMT |
Lockheed Martin Corp |
|
- |
$468.88 |
$439,000 |
965 |
% |
4,000 |
6 |
0 |
N/A |
|
GOOGL |
Alphabet Inc |
|
- |
$168.65 |
$435,000 |
2,885 |
% |
-50,000 |
-588 |
0 |
N/A |
|
JULZ |
Trueshares Structured Outco... |
|
- |
$0.00 |
$421,000 |
10,728 |
% |
33,000 |
0 |
0 |
N/A |
|
SHEL |
Shell plc |
|
- |
$74.09 |
$420,000 |
6,266 |
% |
2,000 |
-89 |
0 |
N/A |
|
XME |
streetTRACKS Series Trust S... |
|
- |
$61.59 |
$406,000 |
6,736 |
% |
3,000 |
0 |
0 |
N/A |
|
ALL |
Allstate Corp |
|
- |
$172.71 |
$389,000 |
2,249 |
% |
48,000 |
-187 |
0 |
N/A |
|
AJG |
Arthur J Gallagher & Co |
|
New |
$250.82 |
$350,000 |
1,400 |
% |
350,000 |
1,400 |
0 |
N/A |
|
MCD |
McDonalds Corp |
|
- |
$275.00 |
$340,000 |
1,207 |
% |
-29,000 |
-37 |
0 |
N/A |
|
PEP |
Pepsico Inc |
|
- |
$179.79 |
$334,000 |
1,906 |
% |
18,000 |
48 |
0 |
N/A |
|
XOP |
SPDR S&P Oil & Gas Explorat... |
|
- |
$150.68 |
$322,000 |
2,081 |
% |
37,000 |
0 |
0 |
N/A |
|
PFE |
Pfizer Inc |
|
- |
$28.01 |
$317,000 |
11,419 |
% |
-12,000 |
0 |
0 |
N/A |
|
AEM |
Agnico Eagle Mines Ltd (USA) |
|
- |
$68.40 |
$314,000 |
5,272 |
% |
25,000 |
0 |
0 |
N/A |
|
XOM |
Exxon Mobil Corp |
|
- |
$117.96 |
$308,000 |
2,653 |
% |
43,000 |
1 |
0 |
N/A |
|
GS |
Goldman Sachs Group Inc |
|
- |
$454.73 |
$306,000 |
732 |
% |
18,000 |
-15 |
0 |
N/A |
|
IWM |
iShares Tr Russell 2000 Indx |
|
- |
$204.31 |
$299,000 |
1,422 |
% |
9,000 |
-22 |
0 |
N/A |
|
BA |
Boeing Co |
|
- |
$178.51 |
$287,000 |
1,486 |
% |
-99,000 |
7 |
0 |
N/A |
|
NVDA |
NVIDIA Corporation |
|
New |
$898.78 |
$277,000 |
307 |
% |
277,000 |
307 |
0 |
N/A |
|
FEBZ |
Trueshares Structured Outco... |
|
- |
$0.00 |
$249,000 |
7,613 |
% |
1,000 |
-500 |
0 |
N/A |
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$478.74 |
$249,000 |
518 |
% |
23,000 |
0 |
0 |
N/A |
|
CMCSA |
Comcast Corp |
|
- |
$39.31 |
$241,000 |
5,550 |
% |
-2,000 |
0 |
0 |
N/A |
|
JNPR |
Juniper Networks Inc |
|
New |
$36.16 |
$236,000 |
6,375 |
% |
236,000 |
6,375 |
0 |
N/A |
|
DECZ |
Trueshares Structured Outco... |
|
- |
$0.00 |
$231,000 |
6,729 |
% |
16,000 |
0 |
0 |
N/A |
|
APRZ |
Trueshares Structured Outco... |
|
- |
$0.00 |
$230,000 |
7,120 |
% |
-28,000 |
-1,580 |
0 |
N/A |
|
KO |
Coca-Cola Co |
|
- |
$63.26 |
$228,000 |
3,720 |
% |
16,000 |
115 |
0 |
N/A |
|
NEM |
Newmont Mining Corp |
|
- |
$42.49 |
$228,000 |
6,354 |
% |
-34,000 |
33 |
0 |
N/A |
|
NOVZ |
Trueshares Structured Outco... |
|
- |
$0.00 |
$224,000 |
5,961 |
% |
17,000 |
0 |
0 |
N/A |
|
BP |
BP Plc (ADR) |
|
- |
$37.84 |
$222,000 |
5,900 |
% |
11,000 |
-74 |
0 |
N/A |
|
WPC |
WP Carey & Co |
|
- |
$58.39 |
$219,000 |
3,878 |
% |
-92,000 |
-920 |
0 |
N/A |
|
ASBC |
Associated Banc-Corp |
|
- |
$22.33 |
$215,000 |
10,000 |
% |
1,000 |
0 |
0 |
N/A |
|
FIS |
Fidelity National Information |
|
New |
$74.64 |
$212,000 |
2,858 |
% |
212,000 |
2,858 |
0 |
N/A |
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
|
- |
$0.00 |
$207,000 |
8,661 |
% |
-325,000 |
-13,620 |
0 |
N/A |
|
NOC |
Northrop Grumman Corp |
|
- |
$474.80 |
$205,000 |
428 |
% |
205,000 |
428 |
0 |
N/A |
|
GUNR |
FlexShares Global Upstream ... |
|
- |
$42.69 |
$201,000 |
4,895 |
% |
1,000 |
0 |
0 |
N/A |
|
MWA |
Mueller Water Products, Inc. |
|
- |
$19.27 |
$163,000 |
10,108 |
% |
17,000 |
0 |
0 |
N/A |
|