Insight Advisors, LLC/ PA

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

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

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Portfolio Holdings for Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA holds 243 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Arin Tactical Ta (ATTR) 17.0 $89M +3% 980k 90.88
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Ea Series Trust Alpha Architect (CAOS) 15.6 $82M -2% 900k 90.76
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Ea Series Trust Alpha Arch 1-3 (BOXX) 7.5 $39M +6% 338k 116.29
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.2 $22M 34k 650.33
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NVIDIA Corporation (NVDA) 4.1 $22M -3% 123k 174.40
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Apple (AAPL) 3.7 $19M -6% 76k 253.79
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Broadcom (AVGO) 2.0 $11M 34k 309.51
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Amazon (AMZN) 1.7 $9.1M -6% 44k 208.27
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $7.5M 26k 287.56
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $6.6M -8% 12k 577.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.6M +2% 11k 597.54
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Vanguard Index Fds Growth Etf (VUG) 1.2 $6.1M 14k 436.79
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Microsoft Corporation (MSFT) 1.1 $6.0M -8% 16k 370.15
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Alphabet Cap Stk Cl C (GOOG) 0.8 $4.3M -5% 15k 286.87
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Spdr Gold Tr Gold Shs (GLD) 0.8 $4.3M 10k 430.29
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $4.3M -9% 6.5k 653.23
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First Tr Exchange-traded Ft Vest Gold (IGLD) 0.8 $4.3M +2% 167k 25.53
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Advanced Micro Devices (AMD) 0.7 $3.9M 19k 203.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.8M -2% 8.0k 479.20
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Vanguard Index Fds Value Etf (VTV) 0.7 $3.7M 19k 196.20
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First Tr Exchange-traded Vest High Yield (HYTI) 0.7 $3.6M 189k 19.26
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Vanguard World Inf Tech Etf (VGT) 0.7 $3.6M 5.1k 697.79
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Spdr Series Trust State Street Spd (SPYM) 0.7 $3.4M +7% 45k 76.54
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Costco Wholesale Corporation (COST) 0.6 $3.4M +3% 3.4k 996.73
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Etf Opportunities Trust Hedgeye Capital (HECA) 0.6 $3.2M +283% 111k 28.87
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First Tr Exchange-traded Vest Investment (LQTI) 0.5 $2.7M +31% 136k 19.58
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Intel Corporation (INTC) 0.5 $2.5M 57k 44.13
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Johnson & Johnson (JNJ) 0.5 $2.4M 9.9k 244.47
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Merck & Co (MRK) 0.5 $2.4M 20k 120.29
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First Tr Exchange-traded Ft Vest Bitcoin (DFII) 0.5 $2.4M +35% 182k 13.30
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Netflix (NFLX) 0.5 $2.4M +2% 25k 96.15
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Selective Insurance (SIGI) 0.4 $2.2M 30k 75.39
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $2.2M 7.4k 302.23
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.1M -3% 8.1k 257.34
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Meta Platforms Cl A (META) 0.4 $2.0M +16% 3.4k 572.17
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Wells Fargo & Company (WFC) 0.4 $1.9M 24k 79.61
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $1.9M -15% 32k 59.78
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Tesla Motors (TSLA) 0.4 $1.8M -12% 5.0k 371.75
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Wal-Mart Stores (WMT) 0.3 $1.8M 15k 124.27
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.8M 9.8k 184.28
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Spdr Series Trust State Street Spd (SPIB) 0.3 $1.7M 52k 33.54
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.7M -78% 32k 50.98
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Sprott Asset Management Physical Gold Tr (PHYS) 0.3 $1.6M -6% 46k 35.44
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First Tr Exchange-traded Limited Duration (FSIG) 0.3 $1.6M 85k 18.94
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Palantir Technologies Cl A (PLTR) 0.3 $1.6M +5% 11k 146.28
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.6M 14k 113.11
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Palo Alto Networks (PANW) 0.3 $1.6M -2% 9.7k 160.32
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Global X Fds Us Infr Dev Etf (PAVE) 0.3 $1.5M 30k 50.81
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Ishares Tr Agency Bond Etf (AGZ) 0.3 $1.5M +2% 14k 109.71
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T. Rowe Price (TROW) 0.3 $1.5M NEW 16k 90.14
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JPMorgan Chase & Co. (JPM) 0.3 $1.5M 4.9k 294.20
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Eli Lilly & Co. (LLY) 0.3 $1.4M 1.5k 919.96
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Ye Cl A (YELP) 0.3 $1.4M NEW 56k 24.74
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Spdr Series Trust State Street Spd (ONEO) 0.3 $1.4M 10k 133.08
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Exxon Mobil Corporation (XOM) 0.3 $1.4M -14% 8.1k 169.67
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Spdr Series Trust State Street Spd (SPTM) 0.3 $1.3M 17k 79.06
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Blackstone Group Inc Com Cl A (BX) 0.3 $1.3M -22% 12k 114.98
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Ishares Tr Core Div Grwth (DGRO) 0.2 $1.3M -26% 18k 70.18
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.3M 6.7k 191.94
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.3M 5.8k 217.26
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Ishares Tr Faln Angls Usd (FALN) 0.2 $1.2M +2% 46k 26.72
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Spdr Series Trust State Street Spd (SPYD) 0.2 $1.2M -4% 27k 45.52
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Vanguard World Mega Grwth Ind (MGK) 0.2 $1.2M 3.3k 367.42
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Procter & Gamble Company (PG) 0.2 $1.2M 8.3k 144.43
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Spdr Series Trust Bloomberg Intl (IBND) 0.2 $1.2M +3% 38k 31.08
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Spdr Series Trust State Street Spd (SMLV) 0.2 $1.2M 8.6k 137.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.1M +15% 15k 75.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.6k 426.46
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Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $1.1M +2% 10k 107.29
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M +9% 4.5k 248.03
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Raytheon Technologies Corp (RTX) 0.2 $1.1M 5.7k 192.90
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Spdr Series Trust State Street Spd (SPTI) 0.2 $1.1M +2% 38k 28.66
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $1.1M 43k 25.55
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.1M -34% 5.0k 215.07
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Home Depot (HD) 0.2 $1.1M 3.3k 328.96
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Bank of America Corporation (BAC) 0.2 $1.1M -38% 22k 48.75
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J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.2 $1.1M 15k 73.12
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Etf Opportunities Trust Hedgeye Quality (HGRO) 0.2 $1.1M +32% 38k 27.90
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $1.0M -88% 24k 43.45
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $943k +3% 2.5k 383.39
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Ishares Silver Tr Ishares (SLV) 0.2 $935k -19% 14k 68.14
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American Express Company (AXP) 0.2 $933k -44% 3.1k 302.53
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Constellation Energy (CEG) 0.2 $923k 3.3k 279.28
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $921k -6% 7.4k 124.29
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Caterpillar (CAT) 0.2 $914k 1.3k 708.31
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $904k -85% 30k 30.68
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Ishares Tr Core 80/20 Aggre (AOA) 0.2 $849k 9.6k 88.49
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Micron Technology (MU) 0.2 $841k 2.5k 337.84
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $838k 14k 60.44
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Public Service Enterprise (PEG) 0.2 $825k -40% 10k 80.95
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $821k 18k 45.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $818k +15% 2.5k 320.84
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Wisdomtree Tr Yield Enhanced (SHAG) 0.2 $814k +2% 17k 47.58
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Paccar (PCAR) 0.2 $793k 6.9k 115.49
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $753k -3% 43k 17.32
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $752k 12k 61.26
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Spdr Series Trust State Street Spd (SPLB) 0.1 $747k +6% 34k 22.22
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $730k -83% 11k 67.52
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Lockheed Martin Corporation (LMT) 0.1 $725k 1.2k 604.37
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Deere & Company (DE) 0.1 $718k 1.3k 563.30
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McDonald's Corporation (MCD) 0.1 $710k -8% 2.3k 310.86
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Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $710k +2% 30k 24.03
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Citigroup Com New (C) 0.1 $700k 6.2k 113.41
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $692k -26% 4.7k 148.10
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $682k +3% 6.3k 108.99
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $682k +5% 5.1k 132.89
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Siteone Landscape Supply (SITE) 0.1 $672k 5.0k 133.11
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $668k -95% 7.6k 87.84
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Amgen (AMGN) 0.1 $661k 1.9k 351.69
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $658k +11% 17k 38.42
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $655k -69% 3.1k 211.17
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $654k 11k 59.19
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First Tr High Yield Opprt 20 (FTHY) 0.1 $653k -12% 48k 13.53
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Reliance Steel & Aluminum (RS) 0.1 $643k 2.1k 303.92
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Visa Com Cl A (V) 0.1 $635k 2.1k 302.26
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Eaton Corp SHS (ETN) 0.1 $634k 1.8k 357.62
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Spdr Series Trust State Street Spd (SLYV) 0.1 $630k 6.7k 94.58
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $625k +6% 1.9k 337.95
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Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $621k -90% 14k 45.65
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $619k +3% 11k 54.55
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $616k 17k 35.94
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Clearway Energy CL C (CWEN) 0.1 $603k 15k 39.29
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $596k 9.3k 64.09
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Spdr Series Trust State Street Spd (MDYV) 0.1 $591k 6.9k 85.15
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $586k +42% 6.0k 97.12
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Goldman Sachs (GS) 0.1 $585k 691.00 847.02
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $548k -2% 19k 29.13
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $543k NEW 4.9k 110.80
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Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.1 $540k -73% 12k 45.54
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Albemarle Corporation (ALB) 0.1 $538k +11% 3.0k 179.52
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $535k 2.5k 213.67
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $524k +10% 2.0k 261.92
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $524k +24% 3.2k 161.71
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $517k +4% 1.3k 390.41
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $517k +46% 7.0k 73.64
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TJX Companies (TJX) 0.1 $514k 3.2k 159.70
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Spdr Series Trust State Street Spd (ONEY) 0.1 $509k 4.2k 120.04
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Abbvie (ABBV) 0.1 $504k 2.3k 217.49
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Spdr Series Trust State Street Spd (LGLV) 0.1 $499k 2.8k 178.09
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $496k 9.4k 52.76
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Pepsi (PEP) 0.1 $491k -41% 3.2k 155.25
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Verizon Communications (VZ) 0.1 $488k -44% 9.7k 50.20
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First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $465k 20k 22.95
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Etf Ser Solutions Defiance Drone A (JEDI) 0.1 $462k NEW 18k 25.58
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $451k -2% 4.0k 112.11
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $437k +4% 4.7k 93.93
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Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $427k -97% 8.0k 53.43
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $427k 5.5k 78.03
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International Business Machines (IBM) 0.1 $421k -66% 1.7k 242.30
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Qualcomm (QCOM) 0.1 $420k -3% 3.3k 128.79
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $419k 2.9k 146.59
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Mastercard Incorporated Cl A (MA) 0.1 $417k 836.00 499.31
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Series Portfolios Tr Elm Market Navig (ELM) 0.1 $414k NEW 15k 27.12
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Ishares Tr National Mun Etf (MUB) 0.1 $409k 3.9k 106.14
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Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $408k 8.7k 46.91
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First Tr Exchange-traded Hlth Care Alph (FXH) 0.1 $407k 3.7k 109.77
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $403k +11% 2.5k 163.57
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $402k +21% 4.9k 82.44
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Cisco Systems (CSCO) 0.1 $396k 5.1k 77.59
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Chevron Corporation (CVX) 0.1 $384k 1.9k 206.89
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Exelon Corporation (EXC) 0.1 $384k 7.8k 49.02
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Spdr Index Shs Fds State Street Spd (EFAX) 0.1 $376k 7.6k 49.77
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Univest Corp. of PA (UVSP) 0.1 $368k -8% 11k 34.26
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Uber Technologies (UBER) 0.1 $366k -9% 5.1k 71.93
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General Dynamics Corporation (GD) 0.1 $366k -33% 1.1k 343.22
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $362k 3.6k 100.63
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $356k -12% 7.4k 48.15
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Oracle Corporation (ORCL) 0.1 $352k -23% 2.4k 147.17
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Newmont Mining Corporation (NEM) 0.1 $345k 3.2k 108.24
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Pacer Fds Tr American Energy (USAI) 0.1 $338k 7.2k 46.99
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Moog Cl A (MOG.A) 0.1 $336k 1.2k 292.44
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Clorox Company (CLX) 0.1 $334k 3.2k 103.63
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Lam Research Corp Com New (LRCX) 0.1 $333k -8% 1.6k 213.66
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Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $328k 11k 28.95
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Amphenol Corp Cl A (APH) 0.1 $326k 2.6k 126.35
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Ishares Tr Select Divid Etf (DVY) 0.1 $323k 2.1k 151.37
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $321k 6.1k 52.85
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Blackrock (BLK) 0.1 $320k -6% 333.00 961.83
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Vanguard World Health Car Etf (VHT) 0.1 $319k 1.2k 272.37
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Spdr Series Trust State Street Spd (SPAB) 0.1 $318k 12k 25.62
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Nike CL B (NKE) 0.1 $315k 6.0k 52.81
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Honeywell International (HON) 0.1 $310k -6% 1.4k 225.98
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $310k -7% 3.8k 81.50
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Ecolab (ECL) 0.1 $309k 1.2k 266.08
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Philip Morris International (PM) 0.1 $307k -23% 1.9k 165.34
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Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $299k -90% 5.1k 58.05
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AmerisourceBergen (COR) 0.1 $287k 915.00 314.14
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Howmet Aerospace (HWM) 0.1 $287k 1.2k 230.46
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $285k 3.2k 90.54
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Coca-Cola Company (KO) 0.1 $284k 3.7k 76.06
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First Tr Exchange-traded A Com Shs (FEX) 0.1 $281k 2.3k 121.91
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $275k 1.2k 234.03
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Consolidated Edison (ED) 0.1 $269k -45% 2.4k 113.18
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Altria (MO) 0.1 $268k -5% 4.1k 66.00
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Nextera Energy (NEE) 0.1 $268k 2.9k 92.89
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Ge Aerospace Com New (GE) 0.1 $266k -6% 937.00 283.80
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $262k -10% 5.2k 50.12
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $262k 5.0k 52.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $262k -2% 4.8k 54.05
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McKesson Corporation (MCK) 0.0 $261k +2% 302.00 865.36
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Rh (RH) 0.0 $261k 1.9k 139.82
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $258k 1.9k 132.56
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $255k 5.6k 45.89
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Applied Materials (AMAT) 0.0 $253k NEW 742.00 341.55
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Etf Ser Solutions Distillate Us (DSTL) 0.0 $253k +27% 4.4k 57.88
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Waste Management (WM) 0.0 $253k 1.1k 229.72
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Ameriprise Financial (AMP) 0.0 $252k -55% 567.00 444.40
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Ishares Jp Morgan Em Etf (LEMB) 0.0 $250k 6.1k 40.80
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Vertiv Holdings Com Cl A (VRT) 0.0 $249k NEW 994.00 250.49
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $249k 2.7k 92.75
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $245k -2% 2.5k 97.73
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Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $244k -4% 4.3k 56.26
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Ishares Tr Core Msci Intl (IDEV) 0.0 $242k -3% 2.9k 83.57
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Novo-nordisk A S Adr (NVO) 0.0 $242k +6% 6.6k 36.75
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O'reilly Automotive (ORLY) 0.0 $242k -5% 2.6k 92.31
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Vanguard World Comm Srvc Etf (VOX) 0.0 $242k 1.3k 179.84
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $240k +18% 3.6k 67.59
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $235k 1.8k 128.13
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $234k -10% 1.2k 198.29
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Abbott Laboratories (ABT) 0.0 $232k 2.3k 102.64
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $221k -2% 2.4k 92.75
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Walt Disney Company (DIS) 0.0 $219k 2.3k 96.41
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Pfizer (PFE) 0.0 $219k NEW 7.8k 28.08
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L3harris Technologies (LHX) 0.0 $217k NEW 630.00 345.15
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Nebius Group Shs Class A (NBIS) 0.0 $212k NEW 2.0k 103.76
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $209k -56% 953.00 218.81
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Linde SHS (LIN) 0.0 $207k NEW 417.00 495.78
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Agnc Invt Corp Com reit (AGNC) 0.0 $202k 20k 10.03
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Spdr Series Trust State Street Spd (XAR) 0.0 $200k NEW 789.00 254.01
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Ishares Ethereum Tr SHS (ETHA) 0.0 $164k +2% 10k 15.83
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T1 Energy Com New (TE) 0.0 $162k +21% 37k 4.39
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Fs Kkr Capital Corp (FSK) 0.0 $160k -36% 16k 10.18
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Compass Diversified Sh Ben Int (CODI) 0.0 $130k -3% 17k 7.86
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Gabelli Equity Trust (GAB) 0.0 $122k 22k 5.60
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First Watch Restaurant Groupco (FWRG) 0.0 $120k NEW 12k 10.48
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $116k 10k 11.55
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Realreal (REAL) 0.0 $100k 11k 9.08
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $100k 12k 8.66
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Eaton Vance Risk Managed Diversified (ETJ) 0.0 $99k +2% 12k 8.17
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Enovix Corp (ENVX) 0.0 $85k -22% 16k 5.18
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Aberdeen Income Cred Strat (ACP) 0.0 $58k 11k 5.10
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Innoviz Technologies SHS (INVZ) 0.0 $9.5k 15k 0.63
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Gabelli Equity Tr Right 04/14/2026 (GAB.R) 0.0 $152.950000 NEW 22k 0.01
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Past Filings by Insight Advisors, LLC/ PA

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

View all past filings