Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Insight Advisors, LLC/ PA

Latest statistics and disclosures from Insight Advisors, LLC/ PA's latest quarterly 13F-HR filing:

Top 5 stock holdings are CAOS, BOXX, AAPL, NVDA, SPY, and represent 44.90% of Insight Advisors, LLC/ PA's stock portfolio.
Added to shares of these 10 stocks: WTV, CAOS, DGRW, SPY, QGRW, EPI, VOO, SCHD, AGGY, IHDG.
Started 13 new stock positions in CI, MSTR, VGK, WIMI, MOAT, WTV, EPI, INVZ, PFE, SAN. MMM, VYMI, HYG.
Reduced shares in these 10 stocks: BRK.B, USMF, GOOGL, FTLS, DGS, NOBL, USFR, EPS, TSLA, DON.
Sold out of its positions in ARKQ, ARKG, DJP, ROBO, FVD, FTLS, SMAY, EDOC, BOTZ, HFXI. SPHQ, EEMS, ISCF, MRVL, REGL, EDIV, NOW, VOX, VO, WCLD, DWMF.
Insight Advisors, LLC/ PA was a net buyer of stock by $2.4M.
Insight Advisors, LLC/ PA has $575M in assets under management (AUM), dropping by -2.84%.
Central Index Key (CIK): 0001844880

Tip: Access up to 7 years of quarterly data

Positions held by Insight Advisors, LLC/ PA consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA holds 275 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Alpha Architect (CAOS)	29.7	$171M		1.9M	87.95	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	5.1	$29M		264k	111.49	View chart
Apple Put Option (AAPL)	3.9	$23M		101k	222.13	View chart
NVIDIA Corporation (NVDA)	3.1	$18M		166k	108.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$17M	+9%	31k	559.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.9	$11M	+23%	135k	79.86	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	1.8	$10M	+16%	232k	43.90	View chart
Amazon (AMZN)	1.6	$9.3M		49k	190.26	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.6	$9.0M	+8%	208k	43.43	View chart
Microsoft Corporation (MSFT)	1.2	$7.0M		19k	375.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$6.4M		177k	36.41	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$5.8M	+4%	114k	50.85	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$5.8M	+11%	133k	43.40	View chart
Broadcom (AVGO)	1.0	$5.8M	+4%	34k	167.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$5.7M	+4%	12k	469.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$5.4M	+15%	194k	27.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$5.4M		15k	370.86	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$5.3M	-6%	88k	59.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$5.2M	+16%	10k	514.05	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.8	$4.7M	-34%	96k	49.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$4.4M	-40%	8.2k	532.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$4.1M	+8%	7.3k	562.02	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.7	$3.9M	+14%	90k	43.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$3.9M	+7%	71k	54.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$3.9M	+8%	77k	50.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.9M	-31%	25k	154.67	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.6	$3.6M	NEW	44k	82.17	View chart
Netflix Put Option (NFLX)	0.6	$3.3M		3.6k	932.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.3M		19k	172.74	View chart
Costco Wholesale Corporation (COST)	0.6	$3.2M	+2%	3.4k	946.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$3.0M	+10%	97k	30.87	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.5	$3.0M	+2%	141k	20.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.9M	+4%	19k	156.22	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$2.9M	+14%	93k	31.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.9M	+23%	49k	58.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$2.8M		5.1k	542.97	View chart
Selective Insurance (SIGI)	0.5	$2.7M		30k	91.54	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.5	$2.7M	-3%	73k	37.50	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$2.7M	+19%	26k	103.75	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.4	$2.6M	+3%	136k	18.94	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$2.3M	+25%	21k	110.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$2.3M		38k	61.78	View chart
Merck & Co Put Option (MRK)	0.4	$2.2M	-4%	25k	89.76	View chart
Meta Platforms Cl A (META)	0.4	$2.2M		3.7k	576.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.1M	-12%	11k	194.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$2.1M		8.5k	244.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.1M		15k	139.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.9M		7.5k	251.77	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$1.9M	+4%	38k	48.84	View chart
Johnson & Johnson (JNJ)	0.3	$1.8M		11k	165.84	View chart
Tesla Motors (TSLA)	0.3	$1.8M	-22%	6.9k	259.16	View chart
Advanced Micro Devices (AMD)	0.3	$1.8M	+6%	17k	102.74	View chart
Wells Fargo & Company (WFC)	0.3	$1.7M		24k	71.79	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$1.7M	+2%	52k	33.24	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$1.7M	+17%	38k	45.10	View chart
Palo Alto Networks (PANW)	0.3	$1.7M		9.7k	170.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.6M		10k	160.55	View chart
American Express Company (AXP)	0.3	$1.6M	-2%	5.9k	269.05	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.6M	-8%	24k	65.76	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		17k	87.79	View chart
Procter & Gamble Company (PG)	0.3	$1.5M		8.9k	170.42	View chart
Bank of America Corporation Put Option (BAC)	0.3	$1.5M		36k	41.73	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$1.4M	+6%	13k	109.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.4M	-9%	15k	92.83	View chart
Public Service Enterprise (PEG)	0.2	$1.4M		17k	82.30	View chart
Intel Corporation (INTC)	0.2	$1.3M	-4%	58k	22.71	View chart
International Business Machines (IBM)	0.2	$1.3M		5.3k	248.66	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$1.3M		54k	24.06	View chart
Home Depot (HD)	0.2	$1.3M	-5%	3.5k	366.55	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$1.2M	+4%	47k	26.79	View chart
Spdr Ser Tr Russell Momentum (ONEO)	0.2	$1.2M	-2%	11k	115.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	+4%	5.0k	245.29	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$1.2M	-38%	25k	48.31	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$1.2M	-3%	27k	44.26	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$1.2M	+10%	17k	68.01	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.2	$1.2M	+3%	39k	29.49	View chart
Camping World Hldgs Cl A (CWH)	0.2	$1.1M		71k	16.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		6.5k	173.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.1M		3.6k	309.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.1M		5.8k	186.28	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.2	$1.1M	-5%	8.8k	122.87	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$1.1M	+23%	38k	28.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.1M		29k	37.74	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	+4%	8.9k	118.93	View chart
Raytheon Technologies Corp Put Option (RTX)	0.2	$1.0M		7.8k	132.46	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.0M	+15%	43k	23.72	View chart
Amgen Put Option (AMGN)	0.2	$1.0M		3.2k	311.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$976k		2.7k	361.14	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$963k	-5%	2.9k	334.49	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$943k	+4%	15k	61.51	View chart
Eli Lilly & Co. (LLY)	0.2	$915k	+28%	1.1k	826.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$911k	-39%	18k	50.33	View chart
Pepsi (PEP)	0.2	$874k	-4%	5.8k	149.99	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$856k	+56%	59k	14.45	View chart
McDonald's Corporation (MCD)	0.1	$847k		2.7k	312.36	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$838k	NEW	19k	43.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$829k	-18%	33k	25.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$816k	+39%	6.3k	128.96	View chart
Verizon Communications (VZ)	0.1	$806k		18k	45.36	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$803k	-20%	11k	76.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$795k		13k	60.66	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$794k	-7%	15k	54.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$781k	-12%	17k	45.65	View chart
Wisdomtree Tr Yield Enhanced (SHAG)	0.1	$773k	+30%	16k	47.60	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$765k	-11%	34k	22.57	View chart
Visa Com Cl A (V)	0.1	$755k	+19%	2.2k	350.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$740k		7.1k	104.60	View chart
Paccar (PCAR)	0.1	$717k		7.4k	97.37	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.1	$704k	+24%	30k	23.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$689k	+29%	2.4k	288.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$682k	+2%	7.3k	93.46	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$675k		4.6k	146.05	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$669k	+18%	9.0k	74.55	View chart
Univest Corp. of PA (UVSP)	0.1	$667k	+100%	24k	28.36	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$639k	-2%	11k	57.60	View chart
Constellation Energy (CEG)	0.1	$639k	+19%	3.2k	201.63	View chart
Palantir Technologies Cl A (PLTR)	0.1	$639k	+14%	7.6k	84.40	View chart
Ameriprise Financial (AMP)	0.1	$637k		1.3k	484.11	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$637k	+86%	14k	46.81	View chart
Siteone Landscape Supply (SITE)	0.1	$620k		5.1k	121.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$619k		1.4k	446.73	View chart
Ford Motor Company (F)	0.1	$619k		62k	10.03	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$615k		9.4k	65.17	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$611k		3.1k	197.50	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$608k	-29%	19k	32.34	View chart
Deere & Company (DE)	0.1	$607k	-8%	1.3k	469.35	View chart
Reliance Steel & Aluminum (RS)	0.1	$606k		2.1k	288.75	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$591k	+2%	43k	13.63	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$569k		5.4k	104.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$568k	-5%	2.8k	199.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$561k		2.0k	275.13	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$549k	+8%	7.1k	77.05	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$544k	-19%	17k	31.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$542k		18k	30.99	View chart
Clorox Company (CLX)	0.1	$528k	-5%	3.6k	147.26	View chart
Qualcomm (QCOM)	0.1	$526k		3.4k	153.63	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$519k	+9%	27k	19.00	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$515k	-23%	3.0k	174.06	View chart
Abbvie (ABBV)	0.1	$514k		2.5k	209.48	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$513k	+9%	6.5k	78.40	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$507k	-15%	24k	20.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$507k		2.7k	190.59	View chart
UnitedHealth (UNH)	0.1	$506k	-16%	966.00	523.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$496k		2.3k	211.52	View chart
Colgate-Palmolive Company (CL)	0.1	$496k		5.3k	93.72	View chart
Paypal Holdings (PYPL)	0.1	$495k		7.6k	65.25	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$495k	+2%	6.0k	82.94	View chart
Consolidated Edison (ED)	0.1	$487k		4.4k	110.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$487k	-2%	2.4k	206.53	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.1	$484k	-23%	4.4k	109.23	View chart
Clearway Energy CL C (CWEN)	0.1	$483k	-2%	16k	30.27	View chart
Caterpillar (CAT)	0.1	$477k	+2%	1.4k	329.96	View chart
Citigroup Com New (C)	0.1	$474k	+5%	6.7k	70.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$468k		2.5k	188.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$463k	-23%	5.0k	92.54	View chart
Eaton Corp SHS (ETN)	0.1	$463k		1.7k	271.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$461k	-6%	9.1k	50.83	View chart
General Dynamics Corporation (GD)	0.1	$461k		1.7k	272.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$455k		1.3k	352.58	View chart
Fs Kkr Capital Corp (FSK)	0.1	$444k		21k	20.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$444k		809.00	548.59	View chart
Kimberly-Clark Corporation (KMB)	0.1	$438k	+7%	3.1k	142.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$438k	-2%	1.4k	312.11	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$435k		4.2k	103.60	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.1	$427k		20k	21.86	View chart
Uber Technologies (UBER)	0.1	$426k	+28%	5.9k	72.86	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$424k	-55%	7.2k	59.28	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$423k	-39%	6.4k	66.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$422k	-7%	4.7k	90.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$416k	+13%	9.0k	46.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$415k	-13%	1.9k	221.74	View chart
Oracle Corporation (ORCL)	0.1	$413k	-3%	3.0k	139.79	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$410k	+100%	25k	16.76	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$405k	-26%	12k	33.26	View chart
Global X Fds Fintech Etf (FINX)	0.1	$397k	-23%	14k	27.56	View chart
TJX Companies (TJX)	0.1	$395k	+2%	3.2k	121.80	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$389k		3.7k	105.45	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$388k	+3%	13k	29.31	View chart
AmerisourceBergen (COR)	0.1	$380k		1.4k	278.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$379k	-16%	5.2k	73.47	View chart
Hershey Company (HSY)	0.1	$378k	+2%	2.2k	171.03	View chart
Philip Morris International (PM)	0.1	$373k		2.4k	158.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$369k		9.4k	39.36	View chart
Exelon Corporation (EXC)	0.1	$361k		7.8k	46.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$361k	-2%	2.4k	153.15	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$349k	+24%	8.1k	42.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$345k		4.2k	81.73	View chart
Rh (RH)	0.1	$340k		1.4k	234.41	View chart
Blackrock (BLK)	0.1	$338k		357.00	946.48	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$338k	-64%	3.3k	102.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$338k		4.1k	83.26	View chart
Domino's Pizza (DPZ)	0.1	$337k		734.00	459.60	View chart
Novo-nordisk A S Adr (NVO)	0.1	$335k	-29%	4.8k	69.44	View chart
Chipotle Mexican Grill (CMG)	0.1	$335k		6.7k	50.21	View chart
Abbott Laboratories (ABT)	0.1	$329k		2.5k	132.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$324k	-19%	13k	25.54	View chart
Global X Fds Genomic Biotech (GNOM)	0.1	$321k	+38%	40k	7.95	View chart
Cisco Systems (CSCO)	0.1	$319k		5.2k	61.71	View chart
Nike CL B (NKE)	0.1	$318k		5.0k	63.49	View chart
Enovix Corp (ENVX)	0.1	$317k		43k	7.34	View chart
Chevron Corporation (CVX)	0.1	$315k	+5%	1.9k	167.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$310k		6.8k	45.26	View chart
Vanguard World Health Car Etf (VHT)	0.1	$310k		1.2k	264.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$308k	-20%	3.9k	78.28	View chart
Honeywell International (HON)	0.1	$305k		1.4k	211.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$302k	+2%	3.4k	89.65	View chart
Pacer Fds Tr Amercn Enrgy Ind (USAI)	0.1	$300k	+8%	7.3k	41.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$299k	NEW	4.1k	73.69	View chart
Southern Company (SO)	0.1	$299k		3.2k	91.95	View chart
Ecolab (ECL)	0.1	$297k		1.2k	253.55	View chart
At&t (T)	0.1	$296k	+3%	10k	28.28	View chart
Goldman Sachs (GS)	0.1	$294k		537.00	546.59	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$293k		5.9k	50.12	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	0.1	$293k		11k	26.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$292k	+38%	1.8k	166.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$291k		3.2k	90.54	View chart
Global Payments (GPN)	0.1	$291k		3.0k	97.92	View chart
Global X Fds Aging Population (AGNG)	0.1	$290k		9.3k	31.30	View chart
Lam Research Corp Com New (LRCX)	0.1	$288k		4.0k	72.70	View chart
Bristol Myers Squibb (BMY)	0.0	$284k	+8%	4.7k	60.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$281k	+19%	2.8k	100.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$281k		2.1k	134.19	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$279k	-63%	5.6k	49.52	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	0.0	$279k	-37%	4.5k	62.12	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$278k		12k	22.50	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$277k		5.4k	51.45	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$276k	-7%	3.5k	79.37	View chart
Compass Diversified Sh Ben Int (CODI)	0.0	$274k		15k	18.67	View chart
Microstrategy Cl A New (MSTR)	0.0	$273k	NEW	948.00	288.27	View chart
Walt Disney Company (DIS)	0.0	$273k		2.8k	98.74	View chart
salesforce (CRM)	0.0	$272k	-2%	1.0k	268.49	View chart
Coca-Cola Company (KO)	0.0	$270k		3.8k	71.65	View chart
Waste Management (WM)	0.0	$270k		1.2k	231.55	View chart
Occidental Petroleum Corporation (OXY)	0.0	$266k	+11%	5.4k	49.35	View chart
Altria (MO)	0.0	$264k		4.4k	60.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$264k		2.8k	93.69	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$264k		1.2k	222.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$262k	-16%	3.5k	75.64	View chart
Neuberger Berman Etf Trust Next Gen Connect (NBCC)	0.0	$260k		11k	24.39	View chart
O'reilly Automotive (ORLY)	0.0	$259k	+4%	181.00	1432.58	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$256k		2.1k	119.75	View chart
American Electric Power Company (AEP)	0.0	$255k		2.3k	109.27	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$250k	-36%	2.6k	94.67	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$249k	-17%	5.2k	47.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$243k		2.1k	117.52	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$242k	-22%	6.5k	37.46	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$237k	-25%	5.2k	45.66	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$234k		2.3k	102.47	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$234k	-20%	8.9k	26.38	View chart
Cigna Corp (CI)	0.0	$227k	NEW	689.00	328.94	View chart
Thermo Fisher Scientific (TMO)	0.0	$226k	-20%	454.00	498.38	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$224k	+8%	4.9k	45.66	View chart
Moog Cl A (MOG.A)	0.0	$222k	-7%	1.3k	173.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$219k	NEW	2.5k	88.02	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$217k		5.3k	40.77	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$217k	NEW	3.1k	70.21	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$216k	+2%	2.7k	78.85	View chart
Pfizer (PFE)	0.0	$215k	NEW	8.5k	25.35	View chart
3M Company (MMM)	0.0	$214k	NEW	1.5k	146.86	View chart
Nextera Energy (NEE)	0.0	$213k	+2%	3.0k	70.87	View chart
Matthews Intl Fds Emerging Markets (EMSF)	0.0	$210k		8.7k	24.20	View chart
Adobe Systems Incorporated (ADBE)	0.0	$209k	-7%	546.00	383.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$202k	NEW	2.6k	78.89	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$145k		15k	9.58	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.0	$127k		10k	12.72	View chart
Purecycle Technologies (PCT)	0.0	$124k	-12%	18k	6.92	View chart
Gabelli Equity Trust (GAB)	0.0	$120k		22k	5.51	View chart
Realreal (REAL)	0.0	$108k		20k	5.39	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$94k	+2%	11k	8.46	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$94k		12k	8.14	View chart
Banco Santander Adr (SAN)	0.0	$73k	NEW	11k	6.70	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$67k		11k	5.89	View chart
Plby Group Ord (PLBY)	0.0	$31k	-4%	28k	1.10	View chart
Wimi Hologram Cloud Spon Ads Cl B (WIMI)	0.0	$20k	NEW	21k	0.97	View chart
Innoviz Technologies SHS (INVZ)	0.0	$8.7k	NEW	13k	0.65	View chart

Past Filings by Insight Advisors, LLC/ PA

SEC 13F filings are viewable for Insight Advisors, LLC/ PA going back to 2020

Insight Advisors, LLC/ PA 2025 Q1 filed April 11, 2025
Insight Advisors, LLC/ PA 2024 Q4 filed Jan. 27, 2025
Insight Advisors, LLC/ PA 2024 Q3 filed Oct. 15, 2024
Insight Advisors, LLC/ PA 2024 Q2 filed July 15, 2024
Insight Advisors, LLC/ PA 2024 Q1 filed May 6, 2024
Insight Advisors, LLC/ PA 2023 Q4 filed Jan. 23, 2024
Insight Advisors, LLC/ PA 2023 Q3 filed Nov. 7, 2023
Insight Advisors, LLC/ PA 2023 Q2 filed Aug. 7, 2023
Insight Advisors, LLC/ PA 2023 Q1 filed May 3, 2023
Insight Advisors, LLC/ PA 2022 Q4 filed Feb. 21, 2023
Insight Advisors, LLC/ PA 2022 Q3 filed Dec. 12, 2022
Insight Advisors, LLC/ PA 2022 Q2 filed Aug. 11, 2022
Insight Advisors, LLC/ PA 2022 Q1 restated filed June 2, 2022
Insight Advisors, LLC/ PA 2022 Q1 filed May 13, 2022
Insight Advisors, LLC/ PA 2021 Q4 filed Feb. 9, 2022
Insight Advisors, LLC/ PA 2021 Q3 filed Nov. 12, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z