Insight Inv LLC

Q1 2025 13F Holdings

  • Location
    el segundo, CA
  • Num holdings

    133

  • Value ($000)

    $145,380

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0001909322
  • 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
AAPL
AAPL

APPLE INC

COM
037833100
$6.96M
5 %

68,735

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$4.38M
3 %

74,854

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.05M
3 %

50,130

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$3.78M
3 %

15,208

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.56M
2 %

38,801

WSM
WSM

WILLIAMS SONOMA INC

COM
969904101
$3.42M
2 %

21,607

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.39M
2 %

29,376

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$3.23M
2 %

12,021

WMT
WMT

WALMART INC

COM
931142103
$3.01M
2 %

34,309

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$2.99M
2 %

17,899

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