The Analysis of INSIGHT 2811, INC.'s Holdings
Currently, INSIGHT 2811, INC. holds 97 types of securities in its portfolio with a total value $226.4M. In the most recent quarter, they have increased their positions in SCHW (+14.3K shares, valued at $1.4M), VGSH (+13.0K shares, valued at $765.3K), AGG (+5.1K shares, valued at $510.9K); decreased their positions in IWD (-2.5K shares, valued at $529.6K), JPST (-7.5K shares, valued at $381.7K), IEFA (-4.2K shares, valued at $378.1K); initiated new positions in SCHW (+14.3K shares, valued at $1.4M), MFC (+6.5K shares, valued at $236.8K), HII (+672 shares, valued at $228.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS823.7K shares1.61%2025-12-312026-02-03
TLT ISHARES TR256.3K shares-1.52%2025-12-312026-02-03 IVV ISHARES TR32.1K shares-0.04%2025-12-312026-02-03 AGG ISHARES TR203.4K shares2.58%2025-12-312026-02-03 SHY ISHARES TR208.4K shares-2.04%2025-12-312026-02-03 IWD ISHARES TR58.5K shares-4.13%2025-12-312026-02-03 VGLT VANGUARD SCOTTSDALE FDS128.6K shares3.07%2025-12-312026-02-03 IEFA ISHARES TR79.0K shares-5.08%2025-12-312026-02-03 BIL SPDR SERIES TRUST50.1K shares4.48%2025-12-312026-02-03 IWF ISHARES TR6.8K shares-4.02%2025-12-312026-02-03 VOOV VANGUARD ADMIRAL FDS INC14.2K shares2.43%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR3.9K shares-0.71%2025-12-312026-02-03 IWP ISHARES TR16.4K shares-2.38%2025-12-312026-02-03 JPST J P MORGAN EXCHANGE TRADED F44.0K shares-14.63%2025-12-312026-02-03 AAPL APPLE INC7.7K shares-7.76%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS32.7K shares1.86%2025-12-312026-02-03 MSFT MICROSOFT CORP3.1K shares-9.17%2025-12-312026-02-03 ALPHABET INC ALPHABET INC4.7K shares-1.66%2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP14.3K sharesnew addition2025-12-312026-02-03 IWS ISHARES TR10.0K shares-2.26%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.3.9K shares18.15%2025-12-312026-02-03 FBIN FORTUNE BRANDS INNOVATIONS I23.6K shares0.00%2025-12-312026-02-03 IWO ISHARES TR3.5K shares-5.41%2025-12-312026-02-03 IWN ISHARES TR6.2K shares-4.84%2025-12-312026-02-03 CSCO CISCO SYS INC14.4K shares3.48%2025-12-312026-02-03 ORCL ORACLE CORP5.5K shares0.02%2025-12-312026-02-03 VIOO VANGUARD ADMIRAL FDS INC9.4K shares0.18%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON5.0K shares0.04%2025-12-312026-02-03 ALPHABET INC ALPHABET INC3.1K shares1.03%2025-12-312026-02-03 SJNK SPDR SERIES TRUST36.7K shares1.39%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS3.0K shares-0.72%2025-12-312026-02-03 INTC INTEL CORP23.7K shares0.41%2025-12-312026-02-03 MS MORGAN STANLEY4.6K shares0.17%2025-12-312026-02-03 ACGL ARCH CAP GROUP LTD8.3K shares0.00%2025-12-312026-02-03 IWM ISHARES TR3.1K shares-5.09%2025-12-312026-02-03 AEM AGNICO EAGLE MINES LTD4.4K shares-2.19%2025-12-312026-02-03 META META PLATFORMS INC1.1K shares19.89%2025-12-312026-02-03 BA BOEING CO3.2K shares1.30%2025-12-312026-02-03 AMAT APPLIED MATLS INC2.5K shares-0.32%2025-12-312026-02-03 XME SPDR SERIES TRUST6.2K shares0.00%2025-12-312026-02-03 IHDG WISDOMTREE TR13.2K shares0.00%2025-12-312026-02-03 MCK MCKESSON CORP764 shares-0.65%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.6K shares0.00%2025-12-312026-02-03 NEM NEWMONT CORP5.5K shares-0.36%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC619 shares0.00%2025-12-312026-02-03 EXP EAGLE MATLS INC2.6K shares-1.13%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC13.1K shares16.53%2025-12-312026-02-03 NVDA NVIDIA CORPORATION2.7K shares-7.62%2025-12-312026-02-03 ABBV ABBVIE INC2.1K shares0.05%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO3.3K shares-1.33%2025-12-312026-02-03 TGT TARGET CORP4.7K shares1.36%2025-12-312026-02-03 QCOM QUALCOMM INC2.6K shares0.19%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP911 shares0.00%2025-12-312026-02-03 BILS SPDR SERIES TRUST4.4K shares0.00%2025-12-312026-02-03 ALL ALLSTATE CORP1.9K shares0.10%2025-12-312026-02-03 PEP PEPSICO INC2.8K shares4.94%2025-12-312026-02-03 VOOG VANGUARD ADMIRAL FDS INC843 shares0.60%2025-12-312026-02-03 AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2025-12-312026-02-03 SHEL SHELL PLC4.9K shares-1.01%2025-12-312026-02-03 MCD MCDONALDS CORP1.1K shares0.00%2025-12-312026-02-03 DHR DANAHER CORPORATION1.5K shares0.07%2025-12-312026-02-03 XOM EXXON MOBIL CORP2.7K shares0.75%2025-12-312026-02-03 PFE PFIZER INC12.6K shares0.00%2025-12-312026-02-03 EXPE EXPEDIA GROUP INC1.1K shares0.00%2025-12-312026-02-03 TPR TAPESTRY INC2.4K shares-0.46%2025-12-312026-02-03 VXUS VANGUARD STAR FDS4.0K shares0.00%2025-12-312026-02-03 VIOV VANGUARD ADMIRAL FDS INC3.1K shares1.89%2025-12-312026-02-03 IVOG VANGUARD ADMIRAL FDS INC2.5K shares2.01%2025-12-312026-02-03 IVOV VANGUARD ADMIRAL FDS INC3.0K shares1.90%2025-12-312026-02-03 VIOG VANGUARD ADMIRAL FDS INC2.4K shares1.93%2025-12-312026-02-03 MBC MASTERBRAND INC26.0K shares0.00%2025-12-312026-02-03 VSS VANGUARD INTL EQUITY INDEX F2.0K shares11.76%2025-12-312026-02-03 IYW ISHARES TR1.4K shares0.00%2025-12-312026-02-03 ASB ASSOCIATED BANC CORP10.0K shares0.00%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP443 shares1.61%2025-12-312026-02-03 XOP SPDR SERIES TRUST1.9K shares0.00%2025-12-312026-02-03 KTOS KRATOS DEFENSE & SEC SOLUTIO3.2K shares0.00%2025-12-312026-02-03 TJX TJX COS INC NEW1.6K shares0.00%2025-12-312026-02-03 MFC MANULIFE FINL CORP6.5K sharesnew addition2025-12-312026-02-03 KO COCA COLA CO3.4K shares-5.58%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F4.1K shares-10.95%2025-12-312026-02-03 HII HUNTINGTON INGALLS INDS INC672 sharesnew addition2025-12-312026-02-03 VGT VANGUARD WORLD FD300 shares0.00%2025-12-312026-02-03 MWA MUELLER WTR PRODS INC9.4K shares0.01%2025-12-312026-02-03 CAH CARDINAL HEALTH INC1.1K sharesnew addition2025-12-312026-02-03 BP BP PLC6.2K shares1.68%2025-12-312026-02-03 EBAY EBAY INC.2.4K shares0.00%2025-12-312026-02-03 BAC BANK AMERICA CORP3.7K sharesnew addition2025-12-312026-02-03 NAGE NIAGEN BIOSCIENCE INC22.8K sharesnew addition2025-12-312026-02-03 PTLO PORTILLOS INC24.9K sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR8.5K sharesnew addition2025-12-312026-02-03 XLK Put PutSELECT SECTOR SPDR TR15.0K sharesnew addition2025-12-312026-02-03