CAPITAL INSIGHT PARTNERS, LLC

Q1 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    158

  • Value ($000)

    $573,148

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0001664385
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARES TR

CORE US AGGBD ET
$29.90M
5 %

302,257

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
$28.23M
5 %

267,736

PRAY
PRAY

NEOS ETF TRUST

FIS CHRISTIAN
$28.05M
5 %

987,391

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$17.78M
3 %

31,646

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$17.51M
3 %

378,170

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$16.20M
3 %

211,557

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$15.51M
3 %

320,726

AAPL
AAPL

APPLE INC

COM
$13.36M
2 %

60,127

EMB
EMB

ISHARES TR

JPMORGAN USD EMG
$13.10M
2 %

144,625

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$11.37M
2 %

121,673

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