$177 Million is the total value of INSIGHT 2811, INC.'s 79 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPIB | New | SPDR SER TRportfolio intrmd | $323,000 | – | 8,799 | +100.0% | 0.18% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $299,000 | – | 1,941 | +100.0% | 0.17% | – |
QLD | New | PROSHARES TR | $284,000 | – | 3,956 | +100.0% | 0.16% | – |
NEM | New | NEWMONT CORP | $282,000 | – | 4,443 | +100.0% | 0.16% | – |
VPU | New | VANGUARD WORLD FDSutilities etf | $280,000 | – | 2,020 | +100.0% | 0.16% | – |
SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $279,000 | – | 7,069 | +100.0% | 0.16% | – |
DHR | New | DANAHER CORPORATION | $227,000 | – | 847 | +100.0% | 0.13% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $214,000 | – | 5,815 | +100.0% | 0.12% | – |
SPTI | New | SPDR SER TRportfli intrmdit | $212,000 | – | 6,543 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 49.0% |
ISHARES TR | 42 | Q3 2023 | 13.9% |
ISHARES TR | 42 | Q3 2023 | 14.2% |
ISHARES TR | 42 | Q3 2023 | 12.9% |
ISHARES TR | 42 | Q3 2023 | 7.4% |
FORTUNE BRANDS INNOVATIONS I | 42 | Q3 2023 | 1.6% |
APPLE INC | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.1% |
Johnson & Johnson Com | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.0% |
View INSIGHT 2811, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
BJs RESTAURANTS INC | February 12, 2016 | 2,152,353 | 8.5% |
INSIGHT 2811, INC. | January 23, 2006 | 571,382 | 6.2% |
View INSIGHT 2811, INC.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-01 |
View INSIGHT 2811, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.