$440 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 161 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $32,238,605 | -1.4% | 342,818 | +2.7% | 7.32% | +0.2% |
| MUB | Buy | ISHARES TRnational mun etf | $23,320,673 | -0.7% | 227,430 | +3.4% | 5.30% | +0.8% |
| Sell | NEOS ETF TRUSTfis christian | $22,697,438 | -4.8% | 975,982 | -1.1% | 5.16% | -3.4% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $19,926,033 | -1.1% | 275,564 | +2.9% | 4.53% | +0.4% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $13,672,036 | -0.5% | 294,783 | +0.1% | 3.11% | +1.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,427,705 | -0.5% | 28,940 | +3.3% | 2.82% | +1.0% |
| AAPL | Buy | APPLE INC | $10,810,024 | -9.2% | 63,139 | +2.9% | 2.46% | -7.8% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $10,236,326 | -2.8% | 516,204 | +3.7% | 2.32% | -1.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $8,273,940 | +15.3% | 91,536 | +3.5% | 1.88% | +17.1% |
| IGIB | Buy | ISHARES TR | $7,990,228 | -2.4% | 164,239 | +1.5% | 1.82% | -0.9% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $7,380,413 | -1.0% | 228,850 | +3.6% | 1.68% | +0.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,748,582 | +10.6% | 51,571 | +1.1% | 1.53% | +12.3% |
| MSFT | Buy | MICROSOFT CORP | $6,248,377 | -0.5% | 19,789 | +7.3% | 1.42% | +1.0% |
| IXUS | Buy | ISHARES TRcore msci total | $6,158,934 | -1.5% | 102,666 | +2.8% | 1.40% | 0.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $5,961,314 | +1516.8% | 203,319 | +1523.4% | 1.35% | +1551.2% |
| BKNG | Buy | BOOKING HOLDINGS INC | $5,307,478 | +21.1% | 1,721 | +6.0% | 1.21% | +23.1% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $5,244,617 | -0.7% | 220,177 | +4.2% | 1.19% | +0.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,197,082 | +4.3% | 35,837 | +4.6% | 1.18% | +5.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,843,959 | +4.9% | 12,235 | +4.2% | 1.10% | +6.5% |
| CHE | Buy | CHEMED CORP NEW | $4,793,713 | -0.5% | 9,224 | +3.7% | 1.09% | +1.0% |
| HON | Buy | HONEYWELL INTL INC | $4,659,698 | -9.0% | 25,223 | +2.2% | 1.06% | -7.6% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $4,662,151 | +13.4% | 11,395 | +2.4% | 1.06% | +15.1% |
| ON | Buy | ON SEMICONDUCTOR CORP | $4,508,726 | +5.7% | 48,507 | +7.6% | 1.02% | +7.3% |
| FB | Buy | META PLATFORMS INCcl a | $4,467,426 | +8.5% | 14,881 | +3.7% | 1.02% | +10.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,462,238 | -6.9% | 28,650 | -1.1% | 1.01% | -5.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,446,956 | +7.4% | 8,820 | +2.4% | 1.01% | +9.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,411,357 | +0.6% | 21,184 | +6.3% | 1.00% | +2.1% |
| FDS | Buy | FACTSET RESH SYS INC | $4,391,840 | +12.8% | 10,044 | +3.3% | 1.00% | +14.6% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $4,340,950 | +2.2% | 39,456 | +5.0% | 0.99% | +3.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $4,298,335 | -0.0% | 54,721 | +5.5% | 0.98% | +1.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $4,255,743 | -5.0% | 14,560 | +11.1% | 0.97% | -3.5% |
| CASY | Buy | CASEYS GEN STORES INC | $4,204,488 | +12.9% | 15,485 | +1.4% | 0.96% | +14.6% |
| XLK | SELECT SECTOR SPDR TRtechnology | $4,196,281 | -5.7% | 25,598 | 0.0% | 0.95% | -4.3% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $4,020,640 | +17.8% | 44,212 | +109.7% | 0.91% | +19.7% |
| ORCL | Buy | ORACLE CORP | $4,013,309 | -7.9% | 37,890 | +3.5% | 0.91% | -6.5% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $3,980,501 | -10.2% | 116,833 | -0.6% | 0.90% | -8.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,923,558 | +4.7% | 88,488 | -1.9% | 0.89% | +6.3% |
| PEP | Buy | PEPSICO INC | $3,692,776 | -6.4% | 21,794 | +2.3% | 0.84% | -5.0% |
| BAC | Buy | BANK AMERICA CORP | $3,625,660 | -2.1% | 132,420 | +2.5% | 0.82% | -0.6% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $3,544,766 | -4.7% | 57,266 | +3.6% | 0.80% | -3.2% |
| AMZN | Buy | AMAZON COM INC | $3,502,665 | +11.3% | 27,554 | +14.1% | 0.80% | +13.1% |
| NDSN | Buy | NORDSON CORP | $3,445,968 | -6.6% | 15,441 | +3.9% | 0.78% | -5.1% |
| HD | Buy | HOME DEPOT INC | $3,400,811 | +1.7% | 11,255 | +4.6% | 0.77% | +3.3% |
| IGF | Sell | ISHARES TRglb infrastr etf | $3,385,365 | -9.1% | 78,202 | -1.4% | 0.77% | -7.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,346,640 | -22.5% | 48,306 | +5.6% | 0.76% | -21.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,211,970 | -5.5% | 7,514 | -2.0% | 0.73% | -3.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,078,685 | -3.8% | 57,524 | +0.8% | 0.70% | -2.4% |
| MANH | Buy | MANHATTAN ASSOCIATES INC | $2,996,724 | -0.7% | 15,161 | +0.4% | 0.68% | +0.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,992,433 | -4.7% | 14,088 | -1.1% | 0.68% | -3.1% |
| PFE | Buy | PFIZER INC | $2,927,552 | -6.9% | 88,259 | +3.0% | 0.66% | -5.4% |
| RSG | Buy | REPUBLIC SVCS INC | $2,804,027 | -3.1% | 19,676 | +4.2% | 0.64% | -1.5% |
| LOGI | Buy | LOGITECH INTL S A | $2,765,046 | +26.1% | 40,108 | +8.6% | 0.63% | +27.9% |
| TS | Buy | TENARIS S Asponsored ads | $2,691,278 | +17.6% | 85,167 | +11.4% | 0.61% | +19.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,667,531 | -0.5% | 64,402 | +5.3% | 0.61% | +1.2% |
| RELX | Buy | RELX PLCsponsored adr | $2,665,266 | +5.1% | 79,088 | +4.2% | 0.60% | +6.5% |
| GNTX | Buy | GENTEX CORP | $2,570,888 | +15.7% | 79,007 | +4.0% | 0.58% | +17.5% |
| VVV | Buy | VALVOLINE INC | $2,514,882 | -9.9% | 78,005 | +4.8% | 0.57% | -8.6% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $2,503,677 | -7.3% | 42,428 | +9.5% | 0.57% | -5.8% |
| PGR | Buy | PROGRESSIVE CORP | $2,499,739 | +8.7% | 17,945 | +3.3% | 0.57% | +10.3% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,431,335 | -4.2% | 62,454 | -1.1% | 0.55% | -2.8% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $2,405,005 | +3.9% | 24,394 | +16.6% | 0.55% | +5.4% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $2,375,837 | -3.5% | 31,929 | +4.7% | 0.54% | -2.0% | |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $2,362,922 | +25.9% | 17,729 | +18.7% | 0.54% | +27.9% |
| TREX | Buy | TREX CO INC | $2,329,121 | -2.0% | 37,792 | +4.3% | 0.53% | -0.6% |
| NKE | Buy | NIKE INCcl b | $2,319,264 | -4.6% | 24,255 | +10.1% | 0.53% | -3.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,271,618 | -3.4% | 17,645 | -0.4% | 0.52% | -1.9% |
| UL | Buy | UNILEVER PLCspon adr new | $2,157,941 | +0.0% | 43,683 | +5.6% | 0.49% | +1.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,040,218 | -5.3% | 28,691 | +2.6% | 0.46% | -3.9% |
| TM | Buy | TOYOTA MOTOR CORPads | $2,020,570 | +22.0% | 11,241 | +9.1% | 0.46% | +23.7% |
| FCN | Buy | FTI CONSULTING INC | $2,003,010 | -3.2% | 11,227 | +3.2% | 0.46% | -1.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,849,934 | -2.1% | 24,610 | -1.6% | 0.42% | -0.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,835,843 | -4.8% | 26,309 | -0.8% | 0.42% | -3.2% |
| TJX | Buy | TJX COS INC NEW | $1,815,552 | +15.5% | 20,427 | +10.2% | 0.41% | +17.0% |
| IGSB | Sell | ISHARES TR | $1,800,109 | -4.6% | 36,125 | -4.0% | 0.41% | -3.1% |
| NVDA | Buy | NVIDIA CORPORATION | $1,586,409 | +13.3% | 3,647 | +10.2% | 0.36% | +15.0% |
| IBB | Buy | ISHARES TRishares biotech | $1,467,970 | +5.7% | 12,004 | +9.8% | 0.33% | +7.1% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $1,416,635 | -2.2% | 28,671 | +1.9% | 0.32% | -0.6% |
| V | Buy | VISA INC | $1,321,638 | -1.0% | 5,746 | +2.2% | 0.30% | +0.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,322,791 | -1.2% | 17,602 | -0.6% | 0.30% | 0.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,312,313 | -2.0% | 27,283 | +2.3% | 0.30% | -0.7% |
| AOA | Buy | ISHARES TRaggres alloc etf | $1,221,866 | +1.1% | 19,245 | +5.7% | 0.28% | +3.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,221,309 | -7.7% | 17,749 | -0.5% | 0.28% | -6.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,179,823 | -9.6% | 7,329 | -4.6% | 0.27% | -8.2% |
| LLY | Sell | ELI LILLY & CO | $1,161,813 | +8.3% | 2,163 | -5.5% | 0.26% | +10.0% |
| Buy | NEOS ETF TRUSTneos enh inm cas | $1,157,026 | +15.5% | 23,192 | +16.0% | 0.26% | +17.4% | |
| DEO | Buy | DIAGEO PLCspon adr new | $1,151,372 | -7.6% | 7,718 | +7.5% | 0.26% | -6.1% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $983,137 | -24.2% | 55,388 | -16.6% | 0.22% | -23.1% |
| PANW | Buy | PALO ALTO NETWORKS INC | $920,177 | +0.4% | 3,925 | +9.4% | 0.21% | +2.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $846,477 | +11.3% | 6,420 | +2.1% | 0.19% | +12.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $822,442 | -15.8% | 3,092 | -12.9% | 0.19% | -14.6% |
| TSCO | Sell | TRACTOR SUPPLY CO | $809,967 | -24.5% | 3,989 | -17.8% | 0.18% | -23.3% |
| ACGL | ARCH CAP GROUP LTDord | $797,100 | +6.5% | 10,000 | 0.0% | 0.18% | +8.4% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $758,464 | -13.0% | 4,866 | 0.0% | 0.17% | -11.8% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $738,166 | -4.7% | 22,254 | -3.1% | 0.17% | -2.9% |
| GFL | Buy | GFL ENVIRONMENTAL INC | $730,385 | -10.5% | 22,997 | +9.4% | 0.17% | -9.3% |
| BDX | Sell | BECTON DICKINSON & CO | $732,416 | -6.2% | 2,833 | -4.2% | 0.17% | -5.1% |
| LOW | Buy | LOWES COS INC | $713,515 | +0.1% | 3,433 | +8.7% | 0.16% | +1.9% |
| HUM | Buy | HUMANA INC | $713,725 | +18.9% | 1,467 | +9.3% | 0.16% | +20.9% |
| TOL | Buy | TOLL BROTHERS INC | $681,320 | +2.7% | 9,212 | +9.8% | 0.16% | +4.7% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $633,207 | -1.8% | 6,156 | -0.6% | 0.14% | 0.0% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $635,760 | +0.2% | 28,535 | +8.1% | 0.14% | +1.4% |
| VDE | VANGUARD WORLD FDSenergy etf | $627,617 | +12.3% | 4,952 | 0.0% | 0.14% | +14.4% | |
| ZTS | Buy | ZOETIS INCcl a | $629,286 | +8.6% | 3,617 | +7.5% | 0.14% | +10.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $602,846 | -15.6% | 5,372 | +9.5% | 0.14% | -14.4% |
| VGT | VANGUARD WORLD FDSinf tech etf | $589,158 | -6.2% | 1,420 | 0.0% | 0.13% | -4.3% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $577,967 | -9.6% | 7,639 | -0.1% | 0.13% | -8.4% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $563,703 | -3.3% | 8,745 | +0.6% | 0.13% | -1.5% |
| PII | Sell | POLARIS INC | $541,841 | -16.2% | 5,203 | -2.7% | 0.12% | -15.2% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $532,264 | -8.5% | 12,034 | -4.5% | 0.12% | -6.9% |
| XOM | Sell | EXXON MOBIL CORP | $525,936 | +5.2% | 4,473 | -4.0% | 0.12% | +6.2% |
| XLI | SELECT SECTOR SPDR TRindl | $517,038 | -5.5% | 5,100 | 0.0% | 0.12% | -4.1% | |
| BG | Buy | BUNGE LIMITED | $504,445 | +26.8% | 4,660 | +10.5% | 0.12% | +29.2% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $504,168 | -9.2% | 6,933 | -6.4% | 0.12% | -7.3% |
| NOW | Buy | SERVICENOW INC | $485,737 | +10.1% | 869 | +10.7% | 0.11% | +11.1% |
| MCD | Sell | MCDONALDS CORP | $473,139 | -12.2% | 1,796 | -0.5% | 0.11% | -10.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $459,863 | -22.1% | 3,029 | -19.0% | 0.10% | -21.2% |
| STT | Sell | STATE STR CORP | $437,182 | -38.1% | 6,529 | -32.3% | 0.10% | -37.3% |
| COP | Buy | CONOCOPHILLIPS | $425,410 | +24.0% | 3,551 | +7.2% | 0.10% | +26.0% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $423,413 | +19.4% | 4,116 | +11.8% | 0.10% | +21.5% |
| LEN | Buy | LENNAR CORPcl a | $421,985 | -1.0% | 3,760 | +10.6% | 0.10% | +1.1% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $420,689 | +0.4% | 4,201 | 0.0% | 0.10% | +2.1% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $412,046 | -12.8% | 8,604 | -12.4% | 0.09% | -11.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $398,060 | -16.7% | 10,152 | -13.5% | 0.09% | -15.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $388,693 | +15.0% | 688 | +9.6% | 0.09% | +15.8% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $377,058 | -4.7% | 11,103 | 0.0% | 0.09% | -3.4% | |
| CVX | Sell | CHEVRON CORP NEW | $360,004 | -10.7% | 2,135 | -16.6% | 0.08% | -8.9% |
| URI | Buy | UNITED RENTALS INC | $347,654 | +9.9% | 782 | +10.1% | 0.08% | +11.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $332,785 | +6.8% | 950 | +3.9% | 0.08% | +8.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $336,652 | -9.4% | 7,074 | -6.2% | 0.08% | -8.4% |
| EOG | Buy | EOG RES INC | $329,830 | +22.6% | 2,602 | +10.7% | 0.08% | +25.0% |
| AGCO | Buy | AGCO CORP | $320,184 | -0.3% | 2,707 | +10.8% | 0.07% | +1.4% |
| NICE | Buy | NICE LTDsponsored adr | $323,340 | -10.3% | 1,902 | +8.9% | 0.07% | -9.9% |
| NTAP | Buy | NETAPP INC | $317,786 | +10.0% | 4,188 | +10.8% | 0.07% | +10.8% |
| MAN | Buy | MANPOWERGROUP INC WIS | $315,643 | +2.3% | 4,305 | +10.8% | 0.07% | +4.3% |
| EQH | Buy | EQUITABLE HLDGS INC | $307,635 | +15.8% | 10,836 | +10.8% | 0.07% | +18.6% |
| LOPE | Buy | GRAND CANYON ED INC | $305,291 | +25.3% | 2,612 | +10.7% | 0.07% | +27.8% |
| COLD | Buy | AMERICOLD REALTY TRUST INC | $286,524 | +4.2% | 9,422 | +10.7% | 0.06% | +6.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $281,354 | +4.2% | 7,545 | +11.8% | 0.06% | +6.7% |
| SYK | Buy | STRYKER CORPORATION | $280,376 | -1.2% | 1,026 | +10.3% | 0.06% | +1.6% |
| CCI | Buy | CROWN CASTLE INC | $281,980 | -11.0% | 3,064 | +10.2% | 0.06% | -9.9% |
| DPZ | Buy | DOMINOS PIZZA INC | $281,441 | +24.5% | 743 | +10.7% | 0.06% | +25.5% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $272,173 | -5.9% | 2,686 | -4.4% | 0.06% | -4.6% |
| MO | ALTRIA GROUP INC | $273,325 | -7.2% | 6,500 | 0.0% | 0.06% | -6.1% | |
| ENR | Buy | ENERGIZER HLDGS INC NEW | $262,793 | +5.6% | 8,202 | +10.7% | 0.06% | +7.1% |
| OWL | Buy | BLUE OWL CAPITAL INC | $260,315 | +23.2% | 20,086 | +10.8% | 0.06% | +25.5% |
| F | FORD MTR CO DEL | $260,820 | -17.9% | 21,000 | 0.0% | 0.06% | -16.9% | |
| DDOG | Buy | DATADOG INC | $260,154 | +2.5% | 2,856 | +10.7% | 0.06% | +3.5% |
| RE | EVEREST GROUP LTD | $255,090 | +1.5% | 735 | 0.0% | 0.06% | +3.6% | |
| PH | Buy | PARKER-HANNIFIN CORP | $247,346 | +10.3% | 635 | +10.4% | 0.06% | +12.0% |
| KO | COCA COLA CO | $231,534 | -7.0% | 4,136 | 0.0% | 0.05% | -5.4% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $234,109 | -32.2% | 2,694 | -21.3% | 0.05% | -31.2% |
| TRMB | Buy | TRIMBLE INC | $232,676 | +12.7% | 4,320 | +10.8% | 0.05% | +15.2% |
| MRK | Sell | MERCK & CO INC | $226,799 | -14.5% | 2,203 | -4.1% | 0.05% | -11.9% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $229,610 | -3.6% | 4,606 | 0.0% | 0.05% | -1.9% | |
| CALIBERCOS INC | $225,896 | -29.2% | 166,100 | 0.0% | 0.05% | -28.2% | ||
| ABT | ABBOTT LABS | $220,625 | -11.2% | 2,278 | 0.0% | 0.05% | -10.7% | |
| FDX | FEDEX CORP | $219,354 | +6.9% | 828 | 0.0% | 0.05% | +8.7% | |
| DXCM | Buy | DEXCOM INC | $214,217 | -19.9% | 2,296 | +10.4% | 0.05% | -18.3% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $209,900 | -0.8% | 1,026 | +10.3% | 0.05% | +2.1% |
| IJH | ISHARES TRcore s&p mcp etf | $212,447 | -4.6% | 852 | 0.0% | 0.05% | -4.0% | |
| IT | GARTNER INC | $207,885 | -1.9% | 605 | 0.0% | 0.05% | 0.0% | |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -2,443 | -100.0% | -0.04% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -493 | -100.0% | -0.04% | – |
| GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -3,828 | -100.0% | -0.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,125 | -100.0% | -0.05% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,586 | -100.0% | -0.05% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,530 | -100.0% | -0.05% | – |
| MET | Exit | METLIFE INC | $0 | – | -4,391 | -100.0% | -0.06% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,355 | -100.0% | -0.06% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -34,565 | -100.0% | -0.68% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -164,935 | -100.0% | -1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BK OF AMERICA CORP | 34 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 34 | Q3 2023 | 3.8% |
| Alphabet Inc. A | 34 | Q3 2023 | 2.8% |
| APPLE INC | 34 | Q3 2023 | 3.0% |
| PFIZER INC | 34 | Q3 2023 | 3.4% |
| Oracle Corporation | 34 | Q3 2023 | 3.1% |
| META PLATFORMS INC | 34 | Q3 2023 | 2.3% |
| UNILEVER PLC | 34 | Q3 2023 | 3.5% |
| Colgate-Palmolive Company | 34 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO | 34 | Q3 2023 | 1.8% |
View CAPITAL INSIGHT PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-20 |
View CAPITAL INSIGHT PARTNERS, LLC'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.