Filling information for Insight Inv LLC as Treemap, investor disclosed 88 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 91917A108 | 91917A108 | VALKYRIE ETF TRUST II | BITCOIN STRATEGY | 126447 | 11300 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 133041 | 838 | |
| 534187109 | 534187109 | LINCOLN NATL CORP IND | COM | 682863 | 30390 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 1267887 | 14550 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1270259 | 8543 | |
| 458140100 | 458140100 | INTEL CORP | COM | 1163575 | 35616 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 266819 | 537 | |
| 98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS INC | COM | 738378 | 5715 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1793836 | 13684 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1730420 | 11164 | |
| 384637104 | 384637104 | GRAHAM HLDGS CO | COM CL B | 1642731 | 2757 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 195520 | 1880 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1642297 | 12603 | |
| 50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 918827 | 4005 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 57062 | 376 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 55206 | 772 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 1566574 | 12754 | |
| 46431W838 | 46431W838 | ISHARES U S ETF TR | BLACKROCK SHORT | 871802 | 17450 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 325801 | 2359 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 8896 | 92 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 1421846 | 14200 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 1229992 | 2675 | |
| 85207K107 | 85207K107 | SPROTT PHYSICAL SILVER TR | TR UNIT | 214755 | 25750 | |
| 219350105 | 219350105 | CORNING INC | COM | 1568020 | 44445 | |
| 693718108 | 693718108 | PACCAR INC | COM | 1215047 | 16599 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 1700715 | 18303 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 623089 | 8955 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 81779 | 1280 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 2557533 | 15675 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 55625 | 223 | |
| 780287108 | 780287108 | ROYAL GOLD INC | COM | 228290 | 1760 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1907619 | 36492 | |
| 55825T103 | 55825T103 | MADISON SQUARE GRDN SPRT COR | CL A | 1249963 | 6415 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 357390 | 1211 | |
| 33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 186693 | 3900 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 418297 | 1496 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1701172 | 16400 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 46834 | 426 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1794959 | 18329 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2188814 | 19960 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1476229 | 4781 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1862684 | 7705 | |
| 037833100 | 037833100 | APPLE INC | COM | 4831570 | 29300 | |
| 717081103 | 717081103 | PFIZER INC | COM | 667692 | 16365 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2742310 | 9512 | |
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 4277 | 68 | |
| 020002101 | 020002101 | ALLSTATE CORP | COM | 1408728 | 12713 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1923425 | 18079 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 502016 | 3150 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 40286 | 191 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 693181 | 8641 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 1980390 | 12006 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 52888 | 498 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 1034245 | 5172 | |
| 969904101 | 969904101 | WILLIAMS SONOMA INC | COM | 1450187 | 11920 | |
| 33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 102655 | 1725 | |
| 617446448 | 617446448 | MORGAN STANLEY | COM NEW | 1423414 | 16212 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 1955291 | 15326 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 1496467 | 9035 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 76087 | 311 | |
| 055622104 | 055622104 | BP PLC | SPONSORED ADR | 1593290 | 41995 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 1183340 | 14678 | |
| 33739P830 | 33739P830 | FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 1577080 | 79330 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2184866 | 11985 | |
| 084423102 | 084423102 | BERKLEY W R CORP | COM | 1073985 | 17250 | |
| 931142103 | 931142103 | WALMART INC | COM | 1763060 | 11957 | |
| 902252105 | 902252105 | TYLER TECHNOLOGIES INC | COM | 212784 | 600 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1565876 | 15160 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 781935 | 40620 | |
| 192446102 | 192446102 | COGNIZANT TECHNOLOGY SOLUTIO | CL A | 968178 | 15890 | |
| 33740J104 | 33740J104 | FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 522484 | 26170 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 1524729 | 19458 | |
| 573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 1635874 | 37780 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 1349470 | 18160 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2166228 | 28417 | |
| 92556H206 | 92556H206 | PARAMOUNT GLOBAL | CLASS B COM | 1087501 | 48745 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 1598011 | 23056 | |
| 92206C714 | 92206C714 | VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 19174 | 287 | |
| G51502105 | G51502105 | JOHNSON CTLS INTL PLC | SHS | 1112565 | 18475 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 40992 | 438 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 1768628 | 7750 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 745972 | 2920 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 209261 | 1125 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 1116216 | 23805 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 193676 | 515 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 635501 | 16341 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 1175548 | 9249 | |
| 92206C664 | 92206C664 | VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 7785 | 108 |