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Insight 2811, Inc. Buys Vanguard Short-Term Government Bond ETF, Alerian MLP ETF, iShares 20+ ...

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Troy, MI, based Investment company Insight 2811, Inc. (Current Portfolio) buys Vanguard Short-Term Government Bond ETF, Alerian MLP ETF, iShares 20+ Year Treasury Bond ETF, Apple Inc, Microsoft Corp, sells Schwab Intermediate-Term U.S. Treasury ETF, iShares Russell 1000 Growth ETF, Vanguard Intermediate-Term Government Bond ETF, Utilities Select Sector SPDR ETF, ProShares Ultra QQQ during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Insight 2811, Inc.. As of 2021Q4, Insight 2811, Inc. owns 81 stocks with a total value of $176 million. These are the details of the buys and sells.

  • New Purchases: AMLP, MSFT, PTLO, IXC, GOOGL, IAU, DHR, MCK, SBUX, SPTI,

  • Added Positions: VGSH, TLT, AAPL, TGT, BIL, GOOG, CSCO, JPM, BRK.B, LQD, AWK, INTC, SCO, PG, SCHB, MS, JNJ, CVS, VZ, PFF, WTRG, MBB, WPC, SH, BA, MRK,

  • Reduced Positions: SCHR, IWF, IWP, IWD, JPST, FBHS, IWO, IWN, IWS, EQR, IYR, VPU, SPLG, SPIB, SCHF, FB, RGA, PFE, ORCL, NOK, RDS.A,

  • Sold Out: VGIT, XLU, QLD, NUE, DBO,


For the details of INSIGHT 2811, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/insight+2811%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of INSIGHT 2811, INC.

  1. iShares 1-3 Year Treasury Bond ETF (SHY) - 587,683 shares, 28.52% of the total portfolio. Shares reduced by 0.13%

  2. Vanguard Short-Term Government Bond ETF (VGSH) - 735,809 shares, 25.40% of the total portfolio. Shares added by 7116.64%

  3. iShares Russell 1000 Growth ETF (IWF) - 31,455 shares, 5.45% of the total portfolio. Shares reduced by 20.19%

  4. iShares Russell 1000 Value ETF (IWD) - 51,890 shares, 4.94% of the total portfolio. Shares reduced by 5.99%

  5. iShares Russell Mid-Cap Growth ETF (IWP) - 73,525 shares, 4.81% of the total portfolio. Shares reduced by 11.58%

New Purchase: Alerian MLP ETF (AMLP)

Insight 2811, Inc. initiated holding in Alerian MLP ETF. The purchase prices were between $30.56 and $36.4, with an estimated average price of $33.55. The stock is now traded at around $37.420000. The impact to a portfolio due to this purchase was 0.44%. The holding were 23,829 shares as of 2021-12-31.

New Purchase: Microsoft Corp (MSFT)

Insight 2811, Inc. initiated holding in Microsoft Corp. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $308.760000. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,690 shares as of 2021-12-31.

New Purchase: Portillos Inc (PTLO)

Insight 2811, Inc. initiated holding in Portillos Inc. The purchase prices were between $29.1 and $54.22, with an estimated average price of $40.12. The stock is now traded at around $29.360000. The impact to a portfolio due to this purchase was 0.31%. The holding were 14,688 shares as of 2021-12-31.

New Purchase: iShares Global Energy ETF (IXC)

Insight 2811, Inc. initiated holding in iShares Global Energy ETF. The purchase prices were between $26.25 and $29.16, with an estimated average price of $27.84. The stock is now traded at around $33.030000. The impact to a portfolio due to this purchase was 0.29%. The holding were 18,710 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOGL)

Insight 2811, Inc. initiated holding in Alphabet Inc. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2752.880000. The impact to a portfolio due to this purchase was 0.2%. The holding were 121 shares as of 2021-12-31.

New Purchase: iShares Gold Trust (IAU)

Insight 2811, Inc. initiated holding in iShares Gold Trust. The purchase prices were between $33.36 and $35.53, with an estimated average price of $34.19. The stock is now traded at around $34.270000. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,995 shares as of 2021-12-31.

Added: Vanguard Short-Term Government Bond ETF (VGSH)

Insight 2811, Inc. added to a holding in Vanguard Short-Term Government Bond ETF by 7116.64%. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.360000. The impact to a portfolio due to this purchase was 25.05%. The holding were 735,809 shares as of 2021-12-31.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Insight 2811, Inc. added to a holding in iShares 20+ Year Treasury Bond ETF by 32.93%. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $141.720000. The impact to a portfolio due to this purchase was 0.35%. The holding were 16,834 shares as of 2021-12-31.

Added: Apple Inc (AAPL)

Insight 2811, Inc. added to a holding in Apple Inc by 46.12%. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $174.610000. The impact to a portfolio due to this purchase was 0.32%. The holding were 10,158 shares as of 2021-12-31.

Added: Target Corp (TGT)

Insight 2811, Inc. added to a holding in Target Corp by 82.03%. The purchase prices were between $217.74 and $266.39, with an estimated average price of $243.15. The stock is now traded at around $219.230000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,461 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Insight 2811, Inc. added to a holding in Alphabet Inc by 57.89%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2757.570000. The impact to a portfolio due to this purchase was 0.09%. The holding were 150 shares as of 2021-12-31.

Added: JPMorgan Chase & Co (JPM)

Insight 2811, Inc. added to a holding in JPMorgan Chase & Co by 55.42%. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $151.150000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,092 shares as of 2021-12-31.

Sold Out: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Insight 2811, Inc. sold out a holding in Vanguard Intermediate-Term Government Bond ETF. The sale prices were between $66.02 and $67.06, with an estimated average price of $66.56.

Sold Out: Utilities Select Sector SPDR ETF (XLU)

Insight 2811, Inc. sold out a holding in Utilities Select Sector SPDR ETF. The sale prices were between $63.39 and $71.58, with an estimated average price of $67.08.

Sold Out: ProShares Ultra QQQ (QLD)

Insight 2811, Inc. sold out a holding in ProShares Ultra QQQ. The sale prices were between $70.69 and $92.38, with an estimated average price of $84.6.

Sold Out: Nucor Corp (NUE)

Insight 2811, Inc. sold out a holding in Nucor Corp. The sale prices were between $95.99 and $119.67, with an estimated average price of $109.69.

Sold Out: Invesco DB Oil Fund (DBO)

Insight 2811, Inc. sold out a holding in Invesco DB Oil Fund. The sale prices were between $12.05 and $15.42, with an estimated average price of $14.09.



Here is the complete portfolio of INSIGHT 2811, INC.. Also check out:

1. INSIGHT 2811, INC.'s Undervalued Stocks

2. INSIGHT 2811, INC.'s Top Growth Companies, and

3. INSIGHT 2811, INC.'s High Yield stocks

4. Stocks that INSIGHT 2811, INC. keeps buyingThis article first appeared on GuruFocus.