Insight 2811, Inc.

CIK Number: 0001334952

211.15M
Market Value
84
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VGSH Vanguard Short-...
58.65
-0.1% 743.57K -0.92% 43.64M 59.75 22.12% Share
2 TLT iShares 20+ Yea...
87.01
-0.75% 244.25K -4.71% 22.23M 95.59 11.27% Share
3 SHY iShares 1-3 Yea...
82.70
-0.11% 207.39K -4.79% 17.16M 84.28 8.70% Share
4 AGG iShares Core U....
99.10
-0.27% 166.22K +15.34% 16.44M 98.06 8.33% Share
5 IVV iShares Core S&...
648.15
+0.01% 24.52K +15.14% 13.78M 482.35 6.98% Share
6 IWD iShares Russell...
198.66
-0.29% 59.57K -4.5% 11.21M 128.85 5.68% Share
7 IEFA iShares Core MS...
85.61
-0.04% 81.59K -4.36% 6.17M 62.97 3.13% Share
8 VGLT Vanguard Long-T...
55.48
-0.7% 97.06K +14.92% 5.59M 59.24 2.83% Share
9 BIL SPDR Bloomberg ...
91.58
+0.02% 57.4K +3.90% 5.27M 91.58 2.67% Share
10 JPST JPMorgan Ultra-...
50.62
0.00% 93.46K -4.67% 4.73M 50.28 2.40% Share
11 BRK-B Berkshire Hatha...
479.02
+0.36% 5.48K +1.44% 2.92M 246.03 1.48% Share
12 IWF iShares Russell...
450.40
+0.11% 7.25K -4.99% 2.62M 95.52 1.33% Share
13 SPY SPDR S&P 500 ET...
644.93
+0.01% 4.07K -0.92% 2.28M 443.28 1.15% Share
14 VOOV Vanguard S&P 50...
195.26
-0.08% 11K +10.71% 2.03M 166.13 1.03% Share
15 IWP iShares Russell...
139.75
-0.98% 16.67K -4.78% 1.96M 47.33 0.99% Share
16 AAPL Apple Inc.
232.81
-0.22% 8.6K -1.3% 1.91M 90.61 0.97% Share
17 VEA Vanguard Develo...
58.60
-0.18% 26.44K +11.79% 1.34M 46.28 0.68% Share
18 IWS iShares Russell...
136.53
-0.81% 10.21K -1.55% 1.29M 75.52 0.65% Share
19 MSFT Microsoft Corpo...
522.28
+0.33% 3.4K -2.1% 1.28M 277.91 0.65% Share
20 HELO JPMorgan Hedged...
63.97
+0.10% 15.93K +95.10% 950.7K 60.89 0.48% Share
21 IWN iShares Russell...
167.47
-1.27% 6.26K -4.99% 945.74K 89.43 0.48% Share
22 IWO iShares Russell...
300.39
-1.45% 3.62K -4.94% 924.25K 121.63 0.47% Share
23 SJNK SPDR Bloomberg ...
25.41
-0.26% 35.38K +0.41% 890.29K 24.5 0.45% Share
24 VIOO Vanguard S&P Sm...
106.80
-1.39% 9.11K +1.11% 879.22K 105.94 0.45% Share
25 CSCO Cisco Systems, ...
69.28
-1.58% 14.21K 0.00% 876.75K 39.6 0.44% Share
26 JNJ Johnson & Johns...
174.72
+0.17% 5.16K -2.55% 855.24K 123.95 0.43% Share
27 GOOG Alphabet Inc.
203.77
+0.36% 5.2K +3.01% 812.4K 98.36 0.41% Share
28 ACGL Arch Capital Gr...
91.45
+1.67% 8.34K -1.08% 802.14K 29.94 0.41% Share
29 IBM International B...
237.04
-1.26% 3.2K -6.45% 796.46K 160.4 0.40% Share
30 JPM JPMorgan Chase ...
294.09
+1.23% 3.18K -0.59% 779.32K 117.74 0.40% Share
31 ORCL Oracle Corporat...
244.93
+0.31% 5.45K -0.26% 761.89K 45.86 0.39% Share
32 MDLZ Mondelez Intern...
61.42
-1.24% 11.08K 0.00% 752.05K 54.83 0.38% Share
33 GOLD Barrick Gold Co...
21.16
+1.37% 36.61K -0.71% 711.74K 15.66 0.36% Share
34 BILS SPDR Bloomberg ...
99.30
+0.02% 7.13K -3.39% 709.86K 99.38 0.36% Share
35 IWM iShares Russell...
228.20
-1.31% 3.47K +6.42% 691.43K 208.66 0.35% Share
36 MRK Merck & Co., In...
82.74
+0.04% 7.3K -4.07% 655.07K 80.04 0.33% Share
37 PG The Procter & G...
153.70
-1.1% 3.83K -0.39% 653.05K 118.99 0.33% Share
38 EXP Eagle Materials...
234.82
-2.65% 2.65K 0.00% 588.12K 128.36 0.30% Share
39 IHDG WisdomTree Inte...
45.23
+0.30% 13.22K 0.00% 573.71K 40.17 0.29% Share
40 VZ Verizon Communi...
43.49
-0.49% 12.61K -2.51% 571.94K 53.56 0.29% Share
41 BA The Boeing Comp...
233.18
-0.08% 3.2K +2.66% 545.5K 182.57 0.28% Share
42 MS Morgan Stanley
148.51
+0.51% 4.61K -0.88% 537.97K 48.1 0.27% Share
43 INTC Intel Corporati...
23.86
+7.38% 23.44K +54.58% 532.39K 35.77 0.27% Share
44 META Meta Platforms,...
781.96
+0.24% 923 -2.84% 531.98K 211.93 0.27% Share
45 MCK McKesson Corpor...
673.84
+1.61% 769 0.00% 517.53K 248.57 0.26% Share
46 AEM Agnico Eagle Mi...
132.74
-0.71% 4.7K -1.65% 509.2K 59.62 0.26% Share
47 AJG Arthur J. Galla...
293.43
-0.57% 1.4K 0.00% 483.34K 247.18 0.24% Share
48 GOOGL Alphabet Inc.
202.88
+0.46% 3.07K +4.82% 474.28K 132.89 0.24% Share
49 ABBV AbbVie Inc.
204.72
+1.61% 2.15K -1.47% 449.94K 148.96 0.23% Share
50 COWG Pacer US Large ...
35.02
-1.05% 13.95K +8.94% 429.52K 31.94 0.22% Share
51 QCOM QUALCOMM Incorp...
158.09
+0.96% 2.71K 0.00% 415.51K 57.52 0.21% Share
52 LMT Lockheed Martin...
437.38
-1.17% 916 -1.08% 409.19K 364.73 0.21% Share
53 ALL The Allstate Co...
208.73
-0.04% 1.94K -4.9% 401.72K 121.39 0.20% Share
54 JULZ Trueshares Stru...
45.02
+0.12% 9.9K -7.45% 397.23K 32.47 0.20% Share
55 GS The Goldman Sac...
746.99
+0.31% 693 +0.58% 378.58K 305.55 0.19% Share
56 TGT Target Corporat...
104.22
-1.08% 3.58K +9.29% 373.3K 136.54 0.19% Share
57 MCD McDonald's Corp...
308.84
+1.24% 1.19K -1.99% 370.16K 263.99 0.19% Share
58 AMAT Applied Materia...
188.22
-0.95% 2.53K -3.8% 367.15K 42.79 0.19% Share
59 SHEL Shell plc
72.64
-0.15% 4.95K 0.00% 362.74K 52.29 0.18% Share
60 PEP PepsiCo, Inc.
148.62
-0.49% 2.34K +4.64% 351.46K 152.84 0.18% Share
61 XME SPDR S&P Metals...
80.59
-1.12% 6.22K 0.00% 348.37K 23.24 0.18% Share
62 MBC MasterBrand, In...
12.72
-4.22% 25.98K 0.00% 339.32K 7.55 0.17% Share
63 NVDA NVIDIA Corporat...
182.02
+0.24% 3.01K -4.45% 325.9K 92.44 0.17% Share
64 DHR Danaher Corpora...
210.15
+0.48% 1.52K -0.72% 312.13K 244.35 0.16% Share
65 XOM Exxon Mobil Cor...
107.38
-0.21% 2.61K -3.62% 310.73K 107.32 0.16% Share
66 PFE Pfizer Inc.
25.11
-0.22% 11.62K +1.75% 294.43K 31.85 0.15% Share
67 VOO Vanguard S&P 50...
592.77
-0.01% 567 +15.71% 291.39K 421.61 0.15% Share
68 NEM Newmont Corpora...
68.44
-0.18% 5.85K -1.68% 282.63K 74.35 0.14% Share
69 JEPI JPMorgan Equity...
56.62
-0.11% 4.66K 0.00% 266.27K 56.31 0.14% Share
70 KO The Coca-Cola C...
69.52
-1.33% 3.7K -0.88% 264.99K 62.39 0.13% Share
71 DTE DTE Energy Comp...
139.93
-1.11% 1.9K 0.00% 262.71K 109.12 0.13% Share
72 XOP SPDR S&P Oil & ...
125.17
+0.19% 1.95K 0.00% 256.7K 96.72 0.13% Share
73 VXUS Vanguard Total ...
71.14
-0.45% 4.02K 0.00% 249.46K 64.74 0.13% Share
74 IAU iShares Gold Tr...
62.90
-0.62% 4.14K 0.00% 244.39K 44.06 0.12% Share
75 MWA Mueller Water P...
26.56
-3.03% 9.4K 0.00% 238.99K 12.02 0.12% Share
76 VOOG Vanguard S&P 50...
417.55
+0.10% 714 +8.68% 238.82K 338.67 0.12% Share
77 CMCSA Comcast Corpora...
32.88
-0.17% 6.45K -3.01% 237.86K 41.66 0.12% Share
78 NOVZ TrueShares Stru...
43.27
-0.12% 5.96K 0.00% 231.5K 34.71 0.12% Share
79 ASB Associated Banc...
25.44
+0.36% 10K 0.00% 225.3K 19.79 0.11% Share
80 NOC Northrop Grumma...
583.89
+0.31% 434 0.00% 222.21K 527.25 0.11% Share
81 AZO AutoZone, Inc.
3998.08
-0.95% 58 +100.00% 221.14K 3812.78 0.11% Share
82 FIS Fidelity Nation...
71.58
-1.64% 2.86K 0.00% 213.44K 72.75 0.11% Share
83 IVOV Vanguard S&P Mi...
98.34
-1.02% 2.29K +100.00% 211.24K 92.04 0.11% Share
84 BP BP p.l.c.
34.63
+0.95% 6.13K +100.00% 207.17K 33.79 0.10% Share