Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA as of June 30, 2025

Portfolio Holdings for Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA holds 280 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Alpha Architect (CAOS) 27.9 $174M 2.0M 88.84
Ea Series Trust Alpha Arch 1-3 (BOXX) 5.9 $37M 327k 112.68
NVIDIA Corporation Put Option (NVDA) 3.5 $22M 136k 157.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $21M 33k 617.86
Apple Put Option (AAPL) 3.1 $19M 94k 205.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.4 $15M 176k 83.74
Wisdomtree Tr Us Quality Grow (QGRW) 2.3 $15M 276k 52.55
Amazon (AMZN) 1.7 $10M 47k 219.39
Broadcom (AVGO) 1.5 $9.6M 35k 275.65
Microsoft Corporation Put Option (MSFT) 1.4 $8.9M 18k 497.41
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.4 $8.6M 198k 43.63
Wisdomtree Tr Wisdomtree Us Va (WTV) 1.2 $7.2M 83k 86.40
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.1 $6.8M 133k 50.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $6.7M 12k 551.64
Vanguard Index Fds Growth Etf (VUG) 1.0 $6.3M 14k 438.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $6.2M 11k 568.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $6.1M 149k 40.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $5.6M 210k 26.50
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $4.9M 96k 50.68
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $4.8M 80k 59.87
Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.5M 26k 176.23
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.5M 7.3k 620.99
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.7 $4.3M 96k 44.41
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.7 $4.1M 86k 48.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.0M 8.2k 485.77
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.6 $3.9M 34k 114.27
Netflix (NFLX) 0.6 $3.6M 2.7k 1339.13
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $3.5M 100k 34.48
Pacer Fds Tr S&p 500 Quality (LCOW) 0.6 $3.5M 158k 21.78
Vanguard World Inf Tech Etf (VGT) 0.5 $3.4M 5.1k 663.36
Vanguard Index Fds Value Etf (VTV) 0.5 $3.4M 19k 176.74
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.4M 19k 177.39
Costco Wholesale Corporation (COST) 0.5 $3.3M 3.3k 990.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $3.2M 51k 62.02
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.5 $3.1M 142k 21.71
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.9M 29k 101.60
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $2.7M 79k 34.03
First Tr Exchange-traded Limited Duration (FSIG) 0.4 $2.7M 139k 19.12
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.6M 8.7k 304.83
Pacer Fds Tr Globl Cash Etf (GCOW) 0.4 $2.6M 69k 37.97
Advanced Micro Devices (AMD) 0.4 $2.6M 18k 141.90
Selective Insurance (SIGI) 0.4 $2.6M 30k 86.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.4M 8.5k 284.39
Blackstone Group Inc Com Cl A Put Option (BX) 0.4 $2.3M 15k 149.58
Meta Platforms Cl A (META) 0.3 $2.2M 2.9k 738.29
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.1M 11k 195.42
Tesla Motors (TSLA) 0.3 $2.1M 6.5k 317.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.1M 7.5k 276.94
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $2.1M 44k 47.47
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $2.0M 40k 50.96
Palo Alto Networks (PANW) 0.3 $2.0M 9.8k 204.64
Wells Fargo & Company (WFC) 0.3 $1.9M 24k 80.12
Merck & Co Put Option (MRK) 0.3 $1.9M 24k 79.16
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.3 $1.9M 40k 46.10
American Express Company (AXP) 0.3 $1.8M 5.7k 318.98
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $1.7M 24k 72.69
Johnson & Johnson (JNJ) 0.3 $1.7M 11k 152.74
Bank of America Corporation Put Option (BAC) 0.3 $1.7M 35k 47.32
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.7M 8.1k 204.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.7M 15k 110.10
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.7M 26k 63.94
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $1.6M 49k 33.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.6M 10k 164.46
Wal-Mart Stores (WMT) 0.3 $1.6M 17k 97.78
International Business Machines (IBM) 0.3 $1.6M 5.3k 294.77
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 5.0k 289.96
Public Service Enterprise (PEG) 0.2 $1.4M 17k 84.18
Ishares Tr Agency Bond Etf (AGZ) 0.2 $1.4M 13k 109.70
Procter & Gamble Company (PG) 0.2 $1.4M 8.9k 159.32
Palantir Technologies Cl A (PLTR) 0.2 $1.4M 10k 136.32
Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.4M 54k 25.35
Vanguard World Mega Grwth Ind (MGK) 0.2 $1.3M 3.6k 366.20
Intel Corporation (INTC) 0.2 $1.3M 58k 22.40
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $1.3M 17k 74.89
Spdr Series Trust Russell Momentum (ONEO) 0.2 $1.3M 10k 123.46
Spdr Series Trust Bloomberg Intl (IBND) 0.2 $1.3M 39k 32.59
Home Depot (HD) 0.2 $1.3M 3.4k 366.61
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.3M 29k 43.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt Put Option (RSP) 0.2 $1.2M 6.7k 181.74
Ishares Tr Faln Angls Usd (FALN) 0.2 $1.2M 44k 27.14
Camping World Hldgs Cl A (CWH) 0.2 $1.2M 70k 17.19
Raytheon Technologies Corp Put Option (RTX) 0.2 $1.2M 8.0k 146.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.7k 424.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.1M 5.8k 195.00
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $1.1M 26k 42.44
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $1.1M 44k 24.71
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $1.1M 38k 28.77
First Tr Exchange-traded Ft Vest Bitcoin (DFII) 0.2 $1.1M 45k 23.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $1.1M 2.7k 396.55
Spdr Series Trust Ssga Us Smal Etf (SMLV) 0.2 $1.1M 8.5k 125.11
Constellation Energy (CEG) 0.2 $1.0M 3.2k 322.77
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.2 $995k 15k 67.50
Exxon Mobil Corporation (XOM) 0.2 $962k 8.9k 107.80
Eli Lilly & Co. (LLY) 0.2 $961k 1.2k 779.06
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $940k 17k 55.10
First Tr High Yield Opprt 20 (FTHY) 0.1 $933k 63k 14.85
Amgen Put Option (AMGN) 0.1 $906k 3.2k 279.21
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.1 $882k 40k 22.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $881k 13k 67.22
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $861k 14k 61.21
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $846k 9.2k 91.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $844k 6.3k 133.31
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $836k 14k 59.26
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $834k 10k 83.40
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $831k 7.6k 109.28
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $799k 9.4k 84.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $784k 17k 45.75
Wisdomtree Tr Yield Enhanced (SHAG) 0.1 $780k 16k 47.87
Verizon Communications (VZ) 0.1 $769k 18k 43.27
Pepsi (PEP) 0.1 $765k 5.8k 132.01
McDonald's Corporation (MCD) 0.1 $757k 2.6k 292.18
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $753k 13k 57.11
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $728k 30k 24.56
Visa Com Cl A (V) 0.1 $712k 2.0k 355.03
Spdr Series Trust Portfolio Ln Cor (SPLB) 0.1 $711k 32k 22.57
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $711k 30k 24.07
Ameriprise Financial (AMP) 0.1 $691k 1.3k 533.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $685k 23k 29.21
Crowdstrike Hldgs Cl A (CRWD) 0.1 $674k 1.3k 509.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $672k 3.1k 217.31
Paccar (PCAR) 0.1 $669k 7.0k 95.06
Ford Motor Company (F) 0.1 $667k 62k 10.85
Reliance Steel & Aluminum (RS) 0.1 $663k 2.1k 313.90
Select Sector Spdr Tr Energy (XLE) 0.1 $660k 7.8k 84.81
Deere & Company (DE) 0.1 $658k 1.3k 508.49
Oracle Corporation (ORCL) 0.1 $647k 3.0k 218.68
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $643k 2.3k 278.83
First Tr Exchange-traded Vest High Yield (HYTI) 0.1 $634k 32k 20.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $629k 2.1k 303.95
Siteone Landscape Supply (SITE) 0.1 $616k 5.1k 120.94
Lockheed Martin Corporation (LMT) 0.1 $612k 1.3k 463.51
Ishares Tr Russell 2000 Etf (IWM) 0.1 $610k 2.8k 215.81
Eaton Corp SHS (ETN) 0.1 $607k 1.7k 356.94
Global X Fds Cybrscurty Etf (BUG) 0.1 $607k 16k 37.10
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $604k 11k 56.56
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $599k 4.4k 134.77
Ishares Silver Tr Ishares (SLV) 0.1 $574k 18k 32.81
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $569k 5.5k 104.13
Paypal Holdings (PYPL) 0.1 $562k 7.6k 74.32
Caterpillar (CAT) 0.1 $562k 1.4k 388.12
Select Sector Spdr Tr Technology (XLK) 0.1 $558k 2.2k 253.21
Qualcomm (QCOM) 0.1 $556k 3.5k 159.27
Uber Technologies (UBER) 0.1 $554k 5.9k 93.30
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $548k 6.9k 79.43
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $538k 41k 13.04
Goldman Sachs (GS) 0.1 $535k 756.00 708.12
Citigroup Com New (C) 0.1 $525k 6.2k 85.11
First Tr Exchange-traded Vest Investment (LQTI) 0.1 $525k 26k 20.32
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $521k 16k 31.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $518k 9.1k 57.01
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $517k 6.5k 79.76
Clearway Energy CL C (CWEN) 0.1 $512k 16k 32.00
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $503k 9.7k 52.10
Global X Fds Genomic Biotech (GNOM) 0.1 $503k 60k 8.43
Global X Fds Cloud Computng (CLOU) 0.1 $502k 22k 23.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $484k 2.5k 194.26
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $479k 2.7k 174.64
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $479k 4.3k 112.48
General Dynamics Corporation (GD) 0.1 $470k 1.6k 291.66
Colgate-Palmolive Company (CL) 0.1 $470k 5.2k 90.90
Fs Kkr Capital Corp (FSK) 0.1 $460k 22k 20.75
Mastercard Incorporated Cl A (MA) 0.1 $455k 809.00 562.53
Abbvie (ABBV) 0.1 $453k 2.4k 185.61
Spdr Series Trust Russell Yield (ONEY) 0.1 $452k 4.2k 108.27
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $451k 20k 22.85
Enovix Corp (ENVX) 0.1 $446k 43k 10.34
Ishares Tr Us Aer Def Etf (ITA) 0.1 $444k 2.4k 188.64
Consolidated Edison (ED) 0.1 $442k 4.4k 100.35
Philip Morris International (PM) 0.1 $441k 2.4k 182.13
Vanguard Index Fds Small Cp Etf (VB) 0.1 $437k 1.8k 236.96
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $434k 11k 39.82
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $418k 4.5k 92.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $417k 1.4k 298.96
Clorox Company (CLX) 0.1 $407k 3.4k 120.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $402k 9.4k 42.74
TJX Companies (TJX) 0.1 $401k 3.2k 123.49
Kimberly-Clark Corporation (KMB) 0.1 $398k 3.1k 128.91
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.1 $397k 13k 30.01
Microstrategy Cl A New (MSTR) 0.1 $392k 970.00 404.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $391k 1.7k 226.49
Ishares Tr National Mun Etf (MUB) 0.1 $385k 3.7k 104.47
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $385k 8.1k 47.36
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $381k 3.7k 103.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $380k 5.2k 73.64
Blackrock (BLK) 0.1 $375k 357.00 1049.27
Ishares Tr Msci Eafe Etf (EFA) 0.1 $373k 4.2k 89.40
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $371k 8.2k 45.05
Hershey Company (HSY) 0.1 $367k 2.2k 165.94
Cisco Systems (CSCO) 0.1 $360k 5.2k 69.38
Univest Corp. of PA (UVSP) 0.1 $353k 12k 30.04
Exelon Corporation (EXC) 0.1 $340k 7.8k 43.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $339k 3.7k 90.99
Nike CL B (NKE) 0.1 $338k 4.8k 71.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $336k 6.8k 49.46
Abbott Laboratories (ABT) 0.1 $331k 2.4k 136.02
Walt Disney Company (DIS) 0.1 $328k 2.6k 123.99
Chipotle Mexican Grill (CMG) 0.1 $328k 5.8k 56.15
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $328k 3.6k 90.12
Honeywell International (HON) 0.1 $327k 1.4k 232.96
Ark Etf Tr Innovation Etf (ARKK) 0.1 $326k 4.6k 70.29
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $320k 1.2k 269.33
Global X Fds Aging Population (AGNG) 0.1 $320k 10k 31.91
Novo-nordisk A S Adr (NVO) 0.1 $316k 4.6k 69.02
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $316k 3.5k 90.89
Ecolab (ECL) 0.1 $316k 1.2k 269.47
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $310k 4.1k 75.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $310k 3.9k 78.69
AmerisourceBergen (COR) 0.0 $307k 1.0k 299.85
Domino's Pizza (DPZ) 0.0 $307k 681.00 450.63
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $306k 11k 27.96
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $304k 6.0k 50.31
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $301k 3.8k 80.11
Southern Company (SO) 0.0 $298k 3.2k 91.83
Pacer Fds Tr Amercn Enrgy Ind (USAI) 0.0 $298k 7.3k 40.71
Micron Technology (MU) 0.0 $297k 2.4k 123.23
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $293k 5.9k 50.14
Vanguard World Health Car Etf (VHT) 0.0 $291k 1.2k 248.18
UnitedHealth (UNH) 0.0 $290k 929.00 312.26
Ishares Tr Core Msci Eafe (IEFA) 0.0 $289k 3.5k 83.47
Lam Research Corp Com New (LRCX) 0.0 $289k 3.0k 97.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $287k 2.1k 138.68
Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $286k 11k 25.60
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $284k 3.5k 82.14
Servicenow (NOW) 0.0 $280k 272.00 1028.08
Ishares Tr Select Divid Etf (DVY) 0.0 $279k 2.1k 132.82
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $278k 2.8k 100.69
Rh (RH) 0.0 $274k 1.4k 189.01
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $273k 5.4k 50.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $273k 3.1k 89.07
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $270k 12k 21.81
Coca-Cola Company (KO) 0.0 $267k 3.8k 70.76
Waste Management (WM) 0.0 $266k 1.2k 228.84
Altria (MO) 0.0 $258k 4.4k 58.63
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $256k 2.7k 93.89
First Tr Exchange Traded S Netwrk E-com (ISHP) 0.0 $254k 6.4k 39.55
salesforce (CRM) 0.0 $253k 926.00 272.80
At&t (T) 0.0 $252k 8.7k 28.94
First Tr Exchange-traded A Com Shs (FEX) 0.0 $252k 2.3k 109.96
O'reilly Automotive (ORLY) 0.0 $250k 2.8k 90.13
Chevron Corporation (CVX) 0.0 $249k 1.7k 143.19
Howmet Aerospace (HWM) 0.0 $248k 1.3k 186.13
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $247k 2.0k 123.57
Amphenol Corp Cl A (APH) 0.0 $242k 2.5k 98.75
American Electric Power Company (AEP) 0.0 $242k 2.3k 103.76
Ishares Jp Morgan Em Etf (LEMB) 0.0 $242k 6.0k 40.39
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $239k 3.1k 77.50
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $239k 4.9k 48.65
Global Payments (GPN) 0.0 $239k 3.0k 80.04
Ge Aerospace Com New (GE) 0.0 $235k 911.00 257.39
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $230k 14k 16.28
Vanguard World Comm Srvc Etf (VOX) 0.0 $230k 1.3k 171.03
Cigna Corp (CI) 0.0 $230k 695.00 330.73
Vistra Energy (VST) 0.0 $229k 1.2k 193.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $223k 2.7k 81.65
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $222k 5.2k 42.55
Marvell Technology (MRVL) 0.0 $221k 2.9k 77.40
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.0 $217k 8.2k 26.60
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $217k 4.7k 45.89
Occidental Petroleum Corporation (OXY) 0.0 $216k 5.1k 42.01
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $215k 767.00 279.72
Select Sector Spdr Tr Indl (XLI) 0.0 $214k 1.5k 147.51
Bristol Myers Squibb (BMY) 0.0 $213k 4.6k 46.29
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $211k 880.00 240.08
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $211k 2.6k 82.18
Purecycle Technologies (PCT) 0.0 $210k 15k 13.70
Ferrari Nv Ord (RACE) 0.0 $209k 425.00 490.74
Moog Cl A (MOG.A) 0.0 $207k 1.1k 181.03
Capital One Financial (COF) 0.0 $205k 965.00 212.83
Nextera Energy (NEE) 0.0 $203k 2.9k 69.42
Agnc Invt Corp Com reit (AGNC) 0.0 $185k 20k 9.19
Litman Gregory Fds Tr Polen Cap Intl G (PCIG) 0.0 $128k 13k 9.86
Gabelli Equity Trust (GAB) 0.0 $127k 22k 5.82
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $121k 10k 12.11
Compass Diversified Sh Ben Int (CODI) 0.0 $108k 17k 6.28
Eaton Vance Risk Managed Diversified (ETJ) 0.0 $103k 11k 9.04
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $101k 12k 8.75
Realreal (REAL) 0.0 $96k 20k 4.79
Aberdeen Income Cred Strat (ACP) 0.0 $67k 11k 5.90
Plby Group Ord (PLBY) 0.0 $38k 24k 1.62
Innoviz Technologies SHS (INVZ) 0.0 $25k 15k 1.64