Insight Advisors, LLC/ Pa Top Holdings and 13F Report (2024)

About Insight Advisors, LLC/ Pa

Investment Activity

  • Insight Advisors, LLC/ Pa has $472.94 million in total holdings as of December 31, 2023.
  • Insight Advisors, LLC/ Pa owns shares of 284 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
  • Approximately 5.32% of the portfolio was purchased this quarter.
  • About 4.20% of the portfolio was sold this quarter.
  • This quarter, Insight Advisors, LLC/ Pa has purchased 275 new stocks and bought additional shares in 98 stocks.
  • Insight Advisors, LLC/ Pa sold shares of 141 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$20,187,375
NVIDIA
$9,686,915
Amazon.com
$6,878,941

Largest New Holdings this Quarter

FIRST TR EXCHNG TRADED FD VI
$604,755 Holding

Largest Purchases this Quarter

Alpha Architect Tail Risk ETF
27,874 shares (about $2.32M)
Alpha Architect 1-3 Month Box ETF
20,020 shares (about $2.11M)
SPDR S&P 500 ETF Trust
4,248 shares (about $2.02M)
iShares Core Dividend Growth ETF
31,841 shares (about $1.71M)
Pacer US Cash Cows 100 ETF
22,071 shares (about $1.15M)

Largest Sales this Quarter

First Trust Value Line Dividend Index Fund
37,889 shares (about $1.54M)
Broadcom
1,201 shares (about $1.34M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Advisors, LLC/ Pa

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CAOS
Alpha Architect Tail Risk ETF
$149,077,699$2,316,564 1.6%1,793,77431.5%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$29,601,310$2,105,104 7.7%281,5156.3%ETF
Apple Inc. stock logo
AAPL
Apple
$20,187,375$105,699 0.5%104,8534.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$9,686,915$510,620 5.6%19,5592.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,878,941$151,636 2.3%45,2741.5%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$6,689,996$18,425 0.3%17,7921.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,845,383$22,834 -0.4%34,3041.2%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$5,775,158$30,128 0.5%96,8011.2%Manufacturing
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$5,082,188$1,147,473 29.2%97,7531.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,001,382$2,019,186 67.7%10,5221.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,866,962$11,192 -0.2%15,6551.0%ETF
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$4,585,904$1,010,983 28.3%95,4801.0%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$4,220,596$27,550 -0.6%60,0540.9%Manufacturing
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$4,096,704$73,268 1.8%81,7460.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,958,954$44,840 1.1%28,3410.8%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$3,773,730$548,257 -12.7%39,6400.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,660,851$37,520 1.0%14,7330.8%Auto/Tires/Trucks
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,475,851$226,231 -6.1%41,8980.7%ETF
IGLD
FT Vest Gold Strategy Target Income ETF
$3,472,637$382,113 12.4%180,6780.7%ETF
USMF
WisdomTree U.S. Multifactor Fund
$3,399,811$340,587 11.1%80,8460.7%Finance
Selective Insurance Group, Inc. stock logo
SIGI
Selective Insurance Group
$3,277,3690.0%32,9450.7%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$3,201,616$1,340,705 -29.5%2,8680.7%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,154,731$228,749 7.8%6,6060.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,867,132$10,316 -0.4%19,1770.6%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$2,865,810$14,294 0.5%112,0770.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,836,012$114,260 4.2%6,9250.6%Finance
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$2,744,087$420,544 -13.3%48,7750.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,610,192$21,227 0.8%17,7070.6%Computer and Technology
First Trust Limited Duration Investment Grade Corporate ETF stock logo
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
$2,544,423$66,037 2.7%134,2000.5%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,398,244$1,713,700 250.3%44,5600.5%ETF
Camping World Holdings, Inc. stock logo
CWH
Camping World
$2,355,032$240,170 -9.3%89,6830.5%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,194,085$5,015 -0.2%20,1240.5%Medical
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$2,189,466$479,928 28.1%27,5960.5%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,125,135$825,939 63.6%46,5120.4%Finance
Blackstone Inc. stock logo
BX
Blackstone
$2,117,108$8,509 0.4%16,1730.4%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,047,882$107,880 -5.0%60,2140.4%ETF
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$1,996,330$205,580 11.5%68,1110.4%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,894,131$39,187 -2.0%12,0840.4%Medical
EDIV
SPDR S&P Emerging Markets Dividend ETF
$1,883,657$860,252 84.1%57,9230.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,873,738$3,293 -0.2%8,5340.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,867,687$17,907 -0.9%3,8590.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,807,320$9,909 0.6%2,7360.4%Retail/Wholesale
Global X FinTech Thematic ETF stock logo
FINX
Global X FinTech Thematic ETF
$1,802,482$221,641 14.0%70,4920.4%Manufacturing
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$1,782,819$784,468 -30.6%27,9240.4%Finance
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$1,727,428$251,720 -12.7%56,8420.4%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,642,609$2,901 -0.2%6,7940.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,633,059$187,472 13.0%3,7370.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,609,420$253,662 18.7%32,0410.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,599,551$13,174 -0.8%4,6140.3%Retail/Wholesale
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$1,584,619$40,704 -2.5%31,8060.3%Finance
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$1,577,228$504,333 -24.2%54,6130.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,565,029$440,603 39.2%54,3600.3%Medical
Global X Cloud Computing ETF stock logo
CLOU
Global X Cloud Computing ETF
$1,541,288$194,445 14.4%68,0180.3%Manufacturing
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,466,351$9,860 -0.7%10,1130.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,420,206$8,645 -0.6%9,6920.3%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,365,0370.0%5,8590.3%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,363,751$974 -0.1%2,8010.3%Consumer Discretionary
Global X Autonomous & Electric Vehicles ETF stock logo
DRIV
Global X Autonomous & Electric Vehicles ETF
$1,352,882$52,498 -3.7%54,8390.3%Auto/Tires/Trucks
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$1,293,727$540,584 -29.5%25,9160.3%Finance
American Express stock logo
AXP
American Express
$1,281,595$35,969 -2.7%6,8410.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,254,856$9,002 0.7%7,3880.3%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,245,479$4,206 -0.3%16,5840.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,229,812$5,483 0.4%37,4600.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,224,351$7,433 0.6%3,4590.3%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,173,748$2,215 0.2%23,8470.2%Finance
SMAY
FT Cboe Vest U.S. Small Cap Moderate Buffer ETF - May
$1,170,413$735,545 -38.6%53,1610.2%ETF
DWMF
WisdomTree International Multifactor Fund
$1,141,241$71,912 -5.9%45,1180.2%Manufacturing
McDonald's Co. stock logo
MCD
McDonald's
$1,125,566$9,785 -0.9%3,7960.2%Retail/Wholesale
Global X Robotics & Artificial Intelligence Thematic ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
$1,123,519$93,171 9.0%39,4200.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,123,122$713 0.1%3,1490.2%Finance
ONEO
SPDR Russell 1000 Momentum Focus ETF
$1,117,485$5,120 0.5%10,6940.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,113,836$40,044 3.7%7,0650.2%Retail/Wholesale
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,105,890$306 0.0%18,0850.2%Utilities
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,082,252$187,792 21.0%6,8580.2%ETF
Global X Internet of Things Thematic ETF stock logo
SNSR
Global X Internet of Things Thematic ETF
$1,075,300$25,423 2.4%30,4530.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,064,842$19,230 1.8%19,0490.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,064,288$11,517 -1.1%5,9140.2%ETF
Global X Telemedicine & Digital Health ETF stock logo
EDOC
Global X Telemedicine & Digital Health ETF
$1,061,957$161,342 -13.2%104,9370.2%Manufacturing
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,046,376$45,500 4.5%26,7000.2%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$1,014,742$206 0.0%19,6850.2%Manufacturing
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$1,010,196$20,253 2.0%8,9780.2%ETF
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$1,007,534$3,874 0.4%22,8880.2%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$979,768$13,911 1.4%16,7630.2%ETF
PACCAR Inc stock logo
PCAR
PACCAR
$977,869$36,619 -3.6%10,0140.2%Auto/Tires/Trucks
ARK Genomic Revolution ETF stock logo
ARKG
ARK Genomic Revolution ETF
$972,292$972,292 New Holding29,6340.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$940,372$242,096 34.7%3,1890.2%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$933,425$187,154 -16.7%3,5810.2%Aerospace
International Business Machines Co. stock logo
IBM
International Business Machines
$896,791$5,724 0.6%5,4840.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$896,176$136,702 -13.2%6,3590.2%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$887,882$5,686 -0.6%3,2790.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$874,787$19,469 2.3%3,3700.2%ETF
PDD Holdings Inc. stock logo
PDD
PDD
$852,2560.0%5,8250.2%Retail/Wholesale
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$845,312$7,043 0.8%12,2420.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$835,855$143,199 -14.6%7,1270.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$832,903$272,812 48.7%10,9390.2%ETF
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$829,7250.0%5,1060.2%Industrial Products
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$818,504$475 -0.1%31,0040.2%Manufacturing
SPROTT PHYSICAL GOLD TR
$800,165$144,963 -15.3%50,2300.2%UNIT
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$789,696$82,501 -9.5%5,7910.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$784,257$38,779 -4.7%4,6110.2%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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