HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (AGG) |
358,357 | +12,607 | $35,097 |
| AGG | 358,357 | +12,607 | $35,097 |
| NEOS ETF TRUST (PRAY) |
980,100 | -13,502 | $27,223 |
| PRAY | 980,100 | -13,502 | $27,223 |
| ISHARES TR (MUB) |
244,920 | +11,180 | $26,353 |
| MUB | 244,920 | +11,180 | $26,353 |
| VANGUARD BD INDEX FDS (BIV) |
290,085 | +10,482 | $21,872 |
| BIV | 290,085 | +10,482 | $21,872 |
| ISHARES TR (IVV) |
30,691 | +1,526 | $16,135 |
| IVV | 30,691 | +1,526 | $16,135 |
| ISHARES TR (ISTB) |
308,062 | +7,837 | $14,614 |
| ISTB | 308,062 | +7,837 | $14,614 |
| SPDR SER TR (EBND) |
557,522 | +32,661 | $11,429 |
| EBND | 557,522 | +32,661 | $11,429 |
| APPLE INC |
65,168 | +1,479 | $11,175 |
| AAPL | 65,168 | +1,479 | $11,175 |
| SELECT SECTOR SPDR TR (XLE) |
98,635 | +3,757 | $9,312 |
| XLE | 98,635 | +3,757 | $9,312 |
| ISHARES TR (IGIB) |
176,063 | +8,682 | $9,085 |
| IGIB | 176,063 | +8,682 | $9,085 |
| SELECT SECTOR SPDR TR (XLV) |
61,163 | +23,868 | $9,036 |
| XLV | 61,163 | +23,868 | $9,036 |
| SCHWAB STRATEGIC TR |
243,006 | +8,886 | $8,700 |
| SCHC | 243,006 | +8,886 | $8,700 |
| MICROSOFT CORP |
20,392 | +200 | $8,579 |
| MSFT | 20,392 | +200 | $8,579 |
| ALPHABET INC |
51,332 | -172 | $7,748 |
| GOOGL | 51,332 | -172 | $7,748 |
| ISHARES TR (IXUS) |
110,062 | +7,160 | $7,469 |
| IXUS | 110,062 | +7,160 | $7,469 |
| META PLATFORMS INC |
14,971 | +5 | $7,270 |
| META | 14,971 | +5 | $7,270 |
| JPMORGAN CHASE & CO |
35,985 | -383 | $7,208 |
| JPM | 35,985 | -383 | $7,208 |
| INTUITIVE SURGICAL INC |
17,569 | +1,740 | $7,012 |
| ISRG | 17,569 | +1,740 | $7,012 |
| BOOKING HOLDINGS INC |
1,805 | +11 | $6,548 |
| BKNG | 1,805 | +11 | $6,548 |
| CHEMED CORP NEW |
9,972 | +700 | $6,401 |
| CHE | 9,972 | +700 | $6,401 |
| SPDR SER TR (SPSB) |
213,180 | +8,486 | $6,346 |
| SPSB | 213,180 | +8,486 | $6,346 |
| SPDR SER TR (HYMB) |
244,876 | +12,081 | $6,291 |
| HYMB | 244,876 | +12,081 | $6,291 |
| MASTERCARD INCORPORATED |
12,778 | +274 | $6,154 |
| MA | 12,778 | +274 | $6,154 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
42,521 | +2,053 | $5,844 |
| ICE | 42,521 | +2,053 | $5,844 |
| NOVO NORDISK A S |
45,404 | +674 | $5,830 |
| NVO | 45,404 | +674 | $5,830 |
| CASEYS GEN STORES INC |
17,836 | +1,608 | $5,680 |
| CASY | 17,836 | +1,608 | $5,680 |
| VANGUARD INDEX FDS (VO) |
22,652 | +1,020 | $5,660 |
| VO | 22,652 | +1,020 | $5,660 |
| AMAZON COM INC |
30,258 | +1,368 | $5,458 |
| AMZN | 30,258 | +1,368 | $5,458 |
| EDWARDS LIFESCIENCES CORP |
56,497 | +6,602 | $5,399 |
| EW | 56,497 | +6,602 | $5,399 |
| SELECT SECTOR SPDR TR (XLB) |
57,923 | +2,284 | $5,380 |
| XLB | 57,923 | +2,284 | $5,380 |
| HONEYWELL INTL INC |
25,910 | +354 | $5,318 |
| HON | 25,910 | +354 | $5,318 |
| OLD DOMINION FREIGHT LINE IN |
23,782 | +12,309 | $5,216 |
| ODFL | 23,782 | +12,309 | $5,216 |
| SELECT SECTOR SPDR TR (XLK) |
24,653 | -346 | $5,134 |
| XLK | 24,653 | -346 | $5,134 |
| BANK AMERICA CORP |
134,178 | -578 | $5,088 |
| BAC | 134,178 | -578 | $5,088 |
| ORACLE CORP |
40,352 | +1,864 | $5,069 |
| ORCL | 40,352 | +1,864 | $5,069 |
| FACTSET RESH SYS INC |
11,069 | +773 | $5,030 |
| FDS | 11,069 | +773 | $5,030 |
| HOME DEPOT INC |
11,683 | +328 | $4,482 |
| HD | 11,683 | +328 | $4,482 |
| UNITEDHEALTH GROUP INC |
9,045 | +332 | $4,475 |
| UNH | 9,045 | +332 | $4,475 |
| ON SEMICONDUCTOR CORP |
57,733 | +5,084 | $4,246 |
| ON | 57,733 | +5,084 | $4,246 |
| REPUBLIC SVCS INC |
22,136 | +2,175 | $4,238 |
| RSG | 22,136 | +2,175 | $4,238 |
| SELECT SECTOR SPDR TR (XLRE) |
104,340 | +14 | $4,125 |
| XLRE | 104,340 | +14 | $4,125 |
| COGENT COMMUNICATIONS HLDGS |
62,138 | +3,927 | $4,059 |
| CCOI | 62,138 | +3,927 | $4,059 |
| NORDSON CORP |
14,726 | -1,132 | $4,043 |
| NDSN | 14,726 | -1,132 | $4,043 |
| ASML HOLDING N V |
4,133 | +177 | $4,011 |
| ASML | 4,133 | +177 | $4,011 |
| PEPSICO INC |
22,916 | +903 | $4,011 |
| PEP | 22,916 | +903 | $4,011 |
| LOGITECH INTL S A |
44,874 | +3,685 | $4,010 |
| LOGI | 44,874 | +3,685 | $4,010 |
| TREX CO INC |
39,089 | +970 | $3,899 |
| TREX | 39,089 | +970 | $3,899 |
| PROGRESSIVE CORP |
18,575 | +510 | $3,842 |
| PGR | 18,575 | +510 | $3,842 |
| VALVOLINE INC |
85,851 | +7,150 | $3,826 |
| VVV | 85,851 | +7,150 | $3,826 |
| COMCAST CORP NEW |
88,011 | +677 | $3,815 |
| CMCSA | 88,011 | +677 | $3,815 |
See Full List: All Stocks Held By Capital Insight Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Capital Insight Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $535,194 At 12/31/2023: $488,929 Capital Insight Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Insight Partners LLC 13F filings. Link to 13F filings: SEC filings |
