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

About Insight Advisors, LLC/ Pa

Investment Activity

  • Insight Advisors, LLC/ Pa has $580.16 million in total holdings as of September 30, 2024.
  • Insight Advisors, LLC/ Pa owns shares of 293 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
  • Approximately 6.03% of the portfolio was purchased this quarter.
  • About 4.34% of the portfolio was sold this quarter.
  • This quarter, Insight Advisors, LLC/ Pa has purchased 285 new stocks and bought additional shares in 138 stocks.
  • Insight Advisors, LLC/ Pa sold shares of 112 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$22,476,903
NVIDIA
$21,084,388

Largest New Holdings this Quarter

Intel
$1,738,011 Holding
PALANTIR TECHNOLOGIES INC
$277,884 Holding
ServiceNow
$227,175 Holding
Altria Group
$222,699 Holding

Largest Purchases this Quarter

Broadcom
30,142 shares (about $5.20M)
WisdomTree U.S. Quality Growth Fund
46,383 shares (about $2.12M)
SPDR S&P 500 ETF Trust
3,484 shares (about $2.00M)
Intel
74,084 shares (about $1.74M)

Largest Sales this Quarter

WisdomTree U.S. MidCap Dividend Fund
53,353 shares (about $2.73M)
Apple
11,030 shares (about $2.57M)
WisdomTree International Multifactor Fund
57,205 shares (about $1.61M)
SPDR Portfolio TIPS ETF
42,228 shares (about $1.11M)

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
$158,193,209$434,104 0.3%1,829,35227.3%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$38,128,944$779,736 -2.0%350,0256.6%ETF
Apple Inc. stock logo
AAPL
Apple
$22,476,903$2,570,054 -10.3%96,4653.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,084,388$1,007,471 -4.6%173,6193.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,959,611$1,998,906 18.2%22,5882.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,947,752$95,401 1.1%48,0211.5%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$8,392,729$1,552,366 22.7%100,8621.4%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$8,303,727$155,383 -1.8%19,2921.4%Computer and Technology
QGRW
WisdomTree U.S. Quality Growth Fund
$7,624,766$2,116,226 38.4%167,1181.3%ETF
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$7,107,188$1,111,535 18.5%158,9621.2%Finance
USMF
WisdomTree U.S. Multifactor Fund
$6,666,329$511,302 8.3%136,4031.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,442,265$24,394 -0.4%13,9971.1%Finance
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$6,361,439$1,340,996 26.7%124,8811.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,029,409$12,670 0.2%15,7041.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$5,979,647$731,892 -10.9%159,2031.0%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$5,822,113$115,133 2.0%97,2431.0%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$5,765,166$5,199,845 919.8%33,4191.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,763,583$81,589 1.7%28,4920.8%Computer and Technology
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$4,581,445$3,995,203 681.5%100,2500.8%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,542,824$106,011 2.4%9,2990.8%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,371,797$262,814 6.4%8,2840.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,220,497$63,032 -1.5%25,4440.7%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,130,385$298,113 -6.7%71,4230.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,130,161$691,938 20.1%48,8620.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,032,004$1,134,597 39.2%79,4640.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,893,534$2,308 0.1%6,7470.7%ETF
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$3,605,922$119,697 -3.2%77,5130.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,443,279$4,888 0.1%19,7230.6%ETF
FT Vest Gold Strategy Target Income ETF stock logo
IGLD
FT Vest Gold Strategy Target Income ETF
$3,102,236$167,879 5.7%143,8220.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,083,955$813,277 -20.9%15,5700.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,961,081$144,692 5.1%26,0720.5%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,917,176$56,923 2.0%4,9710.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,904,734$218,941 8.2%3,2770.5%Retail/Wholesale
MTGP
WisdomTree Mortgage Plus Bond Fund
$2,840,266$535,505 23.2%63,0050.5%Finance
Selective Insurance Group, Inc. stock logo
SIGI
Selective Insurance Group
$2,780,807$111,960 -3.9%29,8050.5%Finance
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$2,690,125$141,732 5.6%81,4450.5%Finance
First Trust Limited Duration Investment Grade Corporate ETF stock logo
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
$2,576,782$8,352 0.3%134,2080.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,546,965$1,079,222 -29.8%9,7350.4%Auto/Tires/Trucks
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,472,687$161,619 -6.1%15,0700.4%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,425,957$181,057 -6.9%38,6960.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,320,130$18,686 0.8%15,1480.4%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,191,966$1,547,021 239.9%35,1730.4%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$2,089,094$399,012 23.6%66,0480.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,087,557$9,981 0.5%8,5750.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,080,056$46,376 -2.2%3,6330.4%Computer and Technology
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$2,005,978$105,414 5.5%37,3550.3%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,995,494$49,734 2.6%7,4630.3%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,910,761$312,903 19.6%17,4770.3%ETF
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$1,907,100$80,970 -4.1%36,1540.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,813,866$26,417 -1.4%11,1920.3%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$1,807,930$173,771 -8.8%2,5490.3%Consumer Discretionary
Camping World Holdings, Inc. stock logo
CWH
Camping World
$1,746,551$8,768 0.5%72,1130.3%Consumer Discretionary
Intel Co. stock logo
INTC
Intel
$1,738,011$1,738,011 New Holding74,0840.3%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,729,056$122,637 7.6%51,2920.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,696,194$671 0.0%10,1170.3%ETF
American Express stock logo
AXP
American Express
$1,667,066$64,274 -3.7%6,1470.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,616,932$16,312 1.0%20,0230.3%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$1,611,404$22,198 -1.4%55,6780.3%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,602,020$63,233 4.1%4,6870.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,581,609$3,351 0.2%16,5170.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,543,464$15,242 -1.0%8,9110.3%Consumer Staples
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,538,845$514,025 -25.0%14,7710.3%ETF
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$1,530,292$859,829 -36.0%25,4880.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,525,624$66,825 -4.2%3,7670.3%Retail/Wholesale
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,518,494$89,475 -5.6%17,0220.3%Utilities
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$1,494,388$1,494,388 New Holding14,0980.3%Finance
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,477,649$568,918 -27.8%13,8410.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,470,079$39,834 2.8%21,7740.3%ETF
Bank of America Co. stock logo
BAC
Bank of America
$1,439,531$4,087 0.3%36,2800.2%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,356,546$1,017 -0.1%24,0140.2%Finance
ONEO
SPDR Russell 1000 Momentum Focus ETF
$1,344,884$53,020 4.1%11,3130.2%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,304,182$20,223 1.6%28,5690.2%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$1,277,196$132,280 11.6%25,4320.2%Finance
WisdomTree U.S. High Yield Corporate Bond Fund stock logo
WFHY
WisdomTree U.S. High Yield Corporate Bond Fund
$1,240,117$324,856 35.5%26,8480.2%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$1,225,759$12,379 1.0%5,5450.2%Computer and Technology
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$1,218,761$21,491 1.8%9,8110.2%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$1,191,369$178,366 17.6%43,5760.2%Manufacturing
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,183,093$4,189 -0.4%3,6720.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,177,330$4,819 -0.4%5,8640.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,167,747$33,682 -2.8%6,5180.2%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,135,509$11,403 1.0%27,5830.2%ETF
SPROTT PHYSICAL GOLD TR
$1,128,482$13,247 -1.2%55,3720.2%UNIT
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,123,533$31,108 2.8%16,0360.2%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$1,105,085$43,413 -3.8%18,9640.2%Manufacturing
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,090,915$2,727,952 -71.4%21,3360.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,079,602$67,836 -5.9%6,3500.2%Consumer Staples
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,067,294$47,650 -4.3%3,0910.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,066,044$420,425 65.1%3,3090.2%Medical
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$1,061,448$8,680 0.8%13,4510.2%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$1,058,175$453,685 -30.0%16,6720.2%ETF
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$1,048,579$467,986 80.6%9,4980.2%Finance
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$1,027,079$262,797 -20.4%33,1850.2%Manufacturing
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$1,022,976$1,109,753 -52.0%38,9260.2%ETF
IBND
SPDR Bloomberg International Corporate Bond ETF
$1,014,453$289,966 40.0%33,1520.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$993,373$31,296 3.3%8,4750.2%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$990,573$4,216 -0.4%4,6990.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$967,000$1,127 0.1%2,5750.2%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$953,794$1,568,550 -62.2%13,8130.2%Finance
RTX Co. stock logo
RTX
RTX
$949,968$263,907 38.5%7,8400.2%Aerospace
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$922,643$27,760 3.1%38,1890.2%ETF

Showing largest 100 holdings. View all holdings.
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