Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA as of Sept. 30, 2025

Portfolio Holdings for Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA holds 285 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Alpha Architect (CAOS) 26.2 $172M 1.9M 89.53
Ea Series Trust Alpha Arch 1-3 (BOXX) 5.5 $36M 317k 113.88
NVIDIA Corporation (NVDA) 3.8 $25M 133k 186.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $23M 34k 666.53
Apple Put Option (AAPL) 3.3 $21M 84k 254.63
Wisdomtree Tr Us Quality Grow (QGRW) 2.4 $16M 276k 57.36
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.4 $16M 177k 88.96
Broadcom (AVGO) 1.8 $12M 35k 330.03
Amazon (AMZN) 1.6 $10M 47k 219.57
Microsoft Corporation (MSFT) 1.4 $9.2M 18k 518.65
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.3 $8.8M 199k 44.27
Wisdomtree Tr Wisdomtree Us Va (WTV) 1.2 $7.6M 83k 91.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $7.2M 12k 601.61
Vanguard Index Fds Growth Etf (VUG) 1.1 $6.9M 14k 479.71
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $6.9M 135k 51.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $6.6M 11k 613.02
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $6.4M 149k 42.79
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.3M 26k 243.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $5.8M 212k 27.30
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.9M 7.3k 670.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $4.7M 94k 50.73
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.6M 19k 243.59
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.7 $4.4M 34k 128.03
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.7 $4.4M 86k 50.40
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.7 $4.3M 96k 44.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.1M 8.2k 502.74
Vanguard World Inf Tech Etf (VGT) 0.6 $3.9M 5.2k 748.67
Pacer Fds Tr S&p 500 Quality (LCOW) 0.6 $3.9M 166k 23.28
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $3.8M 100k 37.94
Vanguard Index Fds Value Etf (VTV) 0.5 $3.6M 19k 186.59
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.5 $3.5M 148k 23.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $3.3M 51k 65.26
Netflix (NFLX) 0.5 $3.2M 2.7k 1198.92
First Tr Exchange-traded Vest High Yield (HYTI) 0.5 $3.2M 159k 19.99
Costco Wholesale Corporation (COST) 0.5 $3.1M 3.4k 927.92
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.1M 8.7k 355.47
Advanced Micro Devices (AMD) 0.5 $3.1M 19k 161.79
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $3.0M 29k 102.99
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $2.9M 79k 36.42
First Tr Exchange-traded Ft Vest Bitcoin (DFII) 0.4 $2.8M 118k 24.10
Pacer Fds Tr Globl Cash Etf (GCOW) 0.4 $2.8M 72k 39.62
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $2.7M 45k 59.92
Tesla Motors (TSLA) 0.4 $2.6M 5.9k 444.72
Blackstone Group Inc Com Cl A (BX) 0.4 $2.5M 15k 171.06
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.5M 8.5k 293.79
Spdr Series Trust Portfolio S&p500 (SPLG) 0.4 $2.4M 31k 78.39
Selective Insurance (SIGI) 0.4 $2.4M 30k 81.07
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $2.2M 40k 55.87
Meta Platforms Cl A (META) 0.3 $2.2M 3.1k 734.89
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.2M 11k 206.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.2M 7.4k 297.62
First Tr Exchange-traded Limited Duration (FSIG) 0.3 $2.0M 105k 19.21
Palo Alto Networks (PANW) 0.3 $2.0M 9.9k 203.62
Wells Fargo & Company (WFC) 0.3 $2.0M 24k 83.82
Johnson & Johnson (JNJ) 0.3 $2.0M 11k 185.47
Intel Corporation (INTC) 0.3 $2.0M 59k 33.55
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $1.9M 44k 44.20
Merck & Co Put Option (MRK) 0.3 $1.9M 23k 83.93
Palantir Technologies Cl A (PLTR) 0.3 $1.9M 11k 182.42
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.3 $1.9M 41k 46.55
American Express Company (AXP) 0.3 $1.9M 5.7k 332.16
Bank of America Corporation Put Option (BAC) 0.3 $1.8M 35k 51.59
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.8M 26k 68.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.7M 10k 174.59
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.7M 8.1k 215.94
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $1.7M 50k 33.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.7M 14k 120.73
JPMorgan Chase & Co. (JPM) 0.2 $1.6M 4.9k 315.62
Wal-Mart Stores (WMT) 0.2 $1.5M 15k 103.13
Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $1.5M 51k 29.62
Ishares Tr Agency Bond Etf (AGZ) 0.2 $1.5M 13k 110.37
International Business Machines (IBM) 0.2 $1.5M 5.2k 282.26
Vanguard World Mega Grwth Ind (MGK) 0.2 $1.4M 3.6k 402.96
Public Service Enterprise (PEG) 0.2 $1.4M 17k 83.46
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.4M 30k 47.66
Home Depot (HD) 0.2 $1.4M 3.4k 405.70
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $1.3M 17k 80.68
Spdr Series Trust Russell Momentum (ONEO) 0.2 $1.3M 10k 128.77
First Tr Exchange-traded Vest Investment (LQTI) 0.2 $1.3M 63k 20.41
Procter & Gamble Company (PG) 0.2 $1.3M 8.3k 153.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.3M 6.6k 189.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 2.6k 468.67
Spdr Series Trust Bloomberg Intl (IBND) 0.2 $1.2M 38k 32.29
Ishares Tr Faln Angls Usd (FALN) 0.2 $1.2M 44k 27.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.2M 5.8k 208.75
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $1.2M 28k 44.00
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $1.2M 2.7k 435.64
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $1.2M 45k 25.85
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.5k 764.36
Exxon Mobil Corporation (XOM) 0.2 $1.1M 10k 112.80
Spdr Series Trust Ssga Us Smal Etf (SMLV) 0.2 $1.1M 8.6k 129.74
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $1.1M 10k 105.04
Constellation Energy (CEG) 0.2 $1.1M 3.3k 329.12
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $1.1M 37k 28.90
Camping World Hldgs Cl A (CWH) 0.2 $1.1M 67k 15.79
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $1.0M 16k 65.00
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.2 $1.0M 42k 24.44
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.2 $1.0M 15k 70.13
Raytheon Technologies Corp (RTX) 0.1 $937k 5.6k 167.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $936k 13k 71.38
First Tr High Yield Opprt 20 (FTHY) 0.1 $912k 63k 14.49
Amgen Put Option (AMGN) 0.1 $910k 3.2k 282.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $903k 7.6k 118.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $890k 6.3k 140.95
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $878k 13k 67.04
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $865k 9.8k 88.14
Oracle Corporation (ORCL) 0.1 $865k 3.1k 281.51
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $857k 14k 61.97
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $846k 9.4k 89.77
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $843k 30k 28.56
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $826k 14k 57.48
Ishares Tr Russell 2000 Etf (IWM) 0.1 $820k 3.4k 242.07
Select Sector Spdr Tr Energy (XLE) 0.1 $817k 9.1k 89.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $815k 18k 46.24
Pepsi (PEP) 0.1 $803k 5.7k 140.60
Wisdomtree Tr Yield Enhanced (SHAG) 0.1 $800k 17k 47.98
McDonald's Corporation (MCD) 0.1 $785k 2.6k 304.03
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $783k 2.4k 326.71
Verizon Communications (VZ) 0.1 $772k 18k 43.96
Spdr Series Trust Portfolio Ln Cor (SPLB) 0.1 $770k 33k 23.12
Ishares Silver Tr Ishares (SLV) 0.1 $756k 18k 42.37
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $741k 3.1k 239.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $734k 2.2k 329.35
Ford Motor Company (F) 0.1 $713k 60k 11.96
Visa Com Cl A (V) 0.1 $710k 2.1k 342.13
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $702k 29k 24.24
Paccar (PCAR) 0.1 $702k 7.1k 98.32
Caterpillar (CAT) 0.1 $693k 1.4k 478.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $677k 21k 31.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $675k 1.4k 490.38
Select Sector Spdr Tr Technology (XLK) 0.1 $667k 2.4k 281.99
Siteone Landscape Supply (SITE) 0.1 $657k 5.1k 128.80
Eaton Corp SHS (ETN) 0.1 $651k 1.7k 374.41
Ameriprise Financial (AMP) 0.1 $632k 1.3k 491.25
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $626k 11k 58.72
Citigroup Com New (C) 0.1 $625k 6.2k 101.51
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $616k 11k 57.55
Lockheed Martin Corporation (LMT) 0.1 $613k 1.2k 499.98
Reliance Steel & Aluminum (RS) 0.1 $594k 2.1k 280.83
Deere & Company (DE) 0.1 $592k 1.3k 457.61
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $591k 6.7k 88.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $585k 44k 13.43
Qualcomm (QCOM) 0.1 $581k 3.5k 166.45
Uber Technologies (UBER) 0.1 $579k 5.9k 97.97
Global X Fds Genomics And Bio 0.1 $579k 15k 38.83
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $573k 17k 33.68
Global X Fds Cybrscurty Etf (BUG) 0.1 $572k 16k 35.19
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $559k 6.7k 83.41
Goldman Sachs (GS) 0.1 $552k 693.00 796.94
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $547k 5.5k 99.97
Abbvie (ABBV) 0.1 $546k 2.4k 231.63
General Dynamics Corporation (GD) 0.1 $544k 1.6k 341.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $541k 9.0k 59.93
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $509k 4.2k 121.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $508k 2.5k 203.92
Paypal Holdings (PYPL) 0.1 $506k 7.5k 67.06
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $498k 2.8k 178.20
Global X Fds Cloud Computng Put Option (CLOU) 0.1 $498k 21k 23.26
Ishares Tr Us Aer Def Etf (ITA) 0.1 $494k 2.4k 209.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $488k 1.7k 279.29
Spdr Series Trust Russell Yield (ONEY) 0.1 $481k 4.2k 113.16
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $472k 20k 23.71
TJX Companies (TJX) 0.1 $467k 3.2k 144.54
Mastercard Incorporated Cl A (MA) 0.1 $465k 817.00 569.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $459k 1.8k 255.23
Clearway Energy CL C (CWEN) 0.1 $453k 16k 28.25
Consolidated Edison (ED) 0.1 $442k 4.4k 100.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $435k 4.6k 95.20
Nike CL B (NKE) 0.1 $425k 6.1k 69.74
Hershey Company (HSY) 0.1 $420k 2.2k 187.10
Ishares Tr National Mun Etf (MUB) 0.1 $420k 3.9k 106.51
Clorox Company (CLX) 0.1 $419k 3.4k 123.39
Enovix Corp (ENVX) 0.1 $419k 42k 9.97
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $416k 3.8k 109.72
Blackrock (BLK) 0.1 $415k 356.00 1165.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $414k 3.0k 139.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $409k 8.7k 46.82
Colgate-Palmolive Company (CL) 0.1 $402k 5.0k 79.96
Philip Morris International (PM) 0.1 $401k 2.5k 162.22
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $399k 9.1k 43.78
Ishares Tr Msci Eafe Etf (EFA) 0.1 $390k 4.2k 93.45
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $386k 8.4k 46.08
Kimberly-Clark Corporation (KMB) 0.1 $384k 3.1k 124.35
Rh (RH) 0.1 $383k 1.9k 203.16
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $380k 7.7k 49.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $367k 4.9k 74.42
Novo-nordisk A S Adr (NVO) 0.1 $358k 6.5k 55.49
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $357k 3.7k 95.97
Univest Corp. of PA (UVSP) 0.1 $353k 12k 30.02
Exelon Corporation (EXC) 0.1 $353k 7.8k 45.01
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $348k 2.3k 151.22
Cisco Systems (CSCO) 0.1 $347k 5.1k 68.43
Fs Kkr Capital Corp (FSK) 0.1 $340k 23k 14.93
Global X Fds Aging Population (AGNG) 0.1 $335k 10k 33.47
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $333k 1.2k 279.84
Accenture Plc Ireland Shs Class A (ACN) 0.1 $331k 1.3k 246.66
Micron Technology (MU) 0.0 $325k 1.9k 167.42
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $324k 4.1k 79.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $319k 4.0k 79.80
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $319k 3.8k 84.68
Ecolab (ECL) 0.0 $318k 1.2k 273.90
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $317k 11k 28.75
Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $314k 12k 25.85
Strategy Cl A New (MSTR) 0.0 $313k 970.00 322.21
Abbott Laboratories (ABT) 0.0 $312k 2.3k 134.13
Amphenol Corp Cl A (APH) 0.0 $306k 2.5k 123.75
Vanguard World Health Car Etf (VHT) 0.0 $303k 1.2k 260.29
Ishares Tr Core Msci Eafe (IEFA) 0.0 $303k 3.5k 87.33
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $300k 6.0k 50.27
Ishares Tr Select Divid Etf (DVY) 0.0 $299k 2.1k 142.26
O'reilly Automotive (ORLY) 0.0 $299k 2.8k 107.81
Global Payments (GPN) 0.0 $299k 3.6k 83.09
Walt Disney Company (DIS) 0.0 $299k 2.6k 114.54
Southern Company (SO) 0.0 $297k 3.1k 94.77
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $296k 3.4k 87.03
Honeywell International (HON) 0.0 $296k 1.4k 210.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $295k 2.1k 142.50
Domino's Pizza (DPZ) 0.0 $295k 682.00 432.30
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $294k 5.9k 50.23
Pacer Fds Tr Amercn Enrgy Ind (USAI) 0.0 $293k 7.3k 39.86
Ishares Ethereum Tr SHS (ETHA) 0.0 $291k 9.2k 31.51
UnitedHealth (UNH) 0.0 $291k 841.00 345.82
Chevron Corporation (CVX) 0.0 $290k 1.9k 155.54
AmerisourceBergen (COR) 0.0 $286k 915.00 312.53
Galaxy Digital Cl A (GLXY) 0.0 $283k 8.4k 33.81
Altria (MO) 0.0 $282k 4.3k 66.09
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $280k 5.1k 54.76
American Electric Power Company (AEP) 0.0 $279k 2.5k 112.50
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $279k 12k 22.53
Newmont Mining Corporation (NEM) 0.0 $273k 3.2k 84.33
Ge Aerospace Com New (GE) 0.0 $271k 902.00 300.83
Etf Opportunities Trust Hedgeye Quality (HGRO) 0.0 $270k 9.8k 27.44
First Tr Exchange Traded S Netwrk E-com (ISHP) 0.0 $268k 6.4k 41.85
First Tr Exchange-traded A Com Shs (FEX) 0.0 $268k 2.3k 116.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $267k 4.9k 54.19
Waste Management (WM) 0.0 $264k 1.2k 221.04
Howmet Aerospace (HWM) 0.0 $262k 1.3k 196.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $261k 3.3k 78.93
Ark Etf Tr Innovation Etf (ARKK) 0.0 $261k 3.0k 86.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $259k 2.0k 129.81
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $257k 2.7k 95.26
Vanguard World Comm Srvc Etf (VOX) 0.0 $253k 1.3k 187.73
Coca-Cola Company (KO) 0.0 $251k 3.8k 66.40
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $251k 2.7k 93.66
Ishares Jp Morgan Em Etf (LEMB) 0.0 $248k 6.0k 41.21
Servicenow (NOW) 0.0 $247k 268.00 920.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $243k 2.8k 87.23
Ishares Tr Core Msci Intl (IDEV) 0.0 $241k 3.0k 80.17
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $238k 4.5k 52.69
Moog Cl A (MOG.A) 0.0 $238k 1.1k 208.39
Occidental Petroleum Corporation (OXY) 0.0 $238k 5.0k 47.27
Oklo Com Cl A (OKLO) 0.0 $235k 2.1k 111.63
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $232k 5.2k 44.62
At&t (T) 0.0 $231k 8.2k 28.24
Lam Research Corp Com New (LRCX) 0.0 $230k 1.7k 133.91
Nebius Group Shs Class A (NBIS) 0.0 $230k 2.0k 112.27
Chipotle Mexican Grill (CMG) 0.0 $229k 5.8k 39.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $226k 878.00 257.02
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $226k 2.6k 87.84
Select Sector Spdr Tr Indl (XLI) 0.0 $224k 1.5k 154.51
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $224k 2.5k 91.44
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.0 $217k 8.2k 26.59
Nextera Energy (NEE) 0.0 $217k 2.9k 75.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $217k 2.4k 89.57
Realreal (REAL) 0.0 $213k 20k 10.63
Pfizer (PFE) 0.0 $210k 8.2k 25.50
Vistra Energy (VST) 0.0 $210k 1.1k 196.05
Marvell Technology (MRVL) 0.0 $209k 2.5k 84.07
salesforce (CRM) 0.0 $208k 878.00 237.12
Select Sector Spdr Tr Financial (XLF) 0.0 $207k 3.8k 53.87
Ferrari Nv Ord (RACE) 0.0 $206k 425.00 485.22
Capital One Financial (COF) 0.0 $205k 964.00 212.72
McKesson Corporation (MCK) 0.0 $205k 265.00 772.54
Mueller Industries (MLI) 0.0 $202k 2.0k 101.11
Cigna Corp (CI) 0.0 $200k 694.00 288.58
Agnc Invt Corp Com reit (AGNC) 0.0 $197k 20k 9.79
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $196k 13k 14.94
Gabelli Equity Trust (GAB) 0.0 $133k 22k 6.09
Litman Gregory Fds Tr Polen Cap Intl G (PCIG) 0.0 $122k 13k 9.36
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $118k 10k 11.79
Compass Diversified Sh Ben Int (CODI) 0.0 $113k 17k 6.62
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $105k 12k 9.10
Eaton Vance Risk Managed Diversified (ETJ) 0.0 $104k 12k 8.99
Aberdeen Income Cred Strat (ACP) 0.0 $66k 11k 5.80
Innoviz Technologies SHS (INVZ) 0.0 $31k 15k 2.04