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Insight Advisors, LLC/ Pa Top Holdings and 13F Report (2025)

About Insight Advisors, LLC/ Pa

Investment Activity

  • Insight Advisors, LLC/ Pa has $592.55 million in total holdings as of December 31, 2024.
  • Insight Advisors, LLC/ Pa owns shares of 283 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 6.12% of the portfolio was purchased this quarter.
  • About 5.15% of the portfolio was sold this quarter.
  • This quarter, Insight Advisors, LLC/ Pa has purchased 293 new stocks and bought additional shares in 103 stocks.
  • Insight Advisors, LLC/ Pa sold shares of 144 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Apple
$25,758,523
NVIDIA
$23,226,468

Largest New Holdings this Quarter

Reliance
$558,530 Holding
BLACKROCK INC
$368,848 Holding
LAM RESEARCH CORP
$285,931 Holding

Largest Purchases this Quarter

Alpha Architect Tail Risk ETF
88,962 shares (about $7.77M)
SPDR S&P 500 ETF Trust
5,542 shares (about $3.26M)
Schwab US Dividend Equity ETF
119,192 shares (about $3.25M)
Alphabet
10,704 shares (about $2.04M)
WisdomTree U.S. Quality Growth Fund
31,233 shares (about $1.55M)

Largest Sales this Quarter

Alpha Architect 1-3 Month Box ETF
84,871 shares (about $9.35M)
Alphabet
10,572 shares (about $2.04M)
JPMorgan Ultra-Short Municipal ETF
15,514 shares (about $788.42K)
SPDR Portfolio TIPS ETF
27,770 shares (about $703.98K)
NVIDIA
4,647 shares (about $638.76K)

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
$167,583,909$7,771,720 4.9%1,918,31428.3%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$29,223,104$9,353,787 -24.2%265,1544.9%ETF
Apple Inc. stock logo
AAPL
Apple
$25,758,523$1,441,882 5.9%102,1854.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$23,226,468$638,765 -2.7%168,9723.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,547,180$3,260,024 24.5%28,1302.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,728,197$101,134 1.0%48,4781.8%Retail/Wholesale
QGRW
WisdomTree U.S. Quality Growth Fund
$9,862,012$1,552,905 18.7%198,3511.7%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$8,882,726$715,936 8.8%109,7041.5%Manufacturing
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$8,254,015$1,428,149 20.9%192,2211.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$7,990,989$207,382 -2.5%18,8041.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$7,775,348$98,008 -1.2%33,0031.3%Computer and Technology
USMF
WisdomTree U.S. Multifactor Fund
$7,241,953$457,260 6.7%145,5961.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,893,042$2,041,140 42.1%36,1481.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,207,874$127,181 -2.0%13,7161.0%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$6,035,863$597,492 11.0%176,6941.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,013,534$491,256 -7.6%14,5181.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,012,062$1,214,073 25.3%11,6521.0%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$5,654,505$157,672 -2.7%94,6051.0%Manufacturing
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$5,558,032$788,422 -12.4%109,3670.9%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$5,194,910$837,056 19.2%119,5060.9%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,737,945$255,915 5.7%8,7570.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,576,110$3,245,598 243.9%168,0540.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,988,0600.0%6,7470.7%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$3,733,498$277,658 -6.9%66,4790.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,713,700$349,790 -8.6%8,8970.6%Auto/Tires/Trucks
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,571,708$447,583 -11.1%70,6150.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,453,126$2,037,190 -37.1%17,9200.6%Computer and Technology
MTGP
WisdomTree Mortgage Plus Bond Fund
$3,391,499$673,148 24.8%78,6070.6%Finance
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$3,296,000$102,146 -3.0%75,1830.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,246,450$85,655 -2.6%19,2160.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,218,031$929,314 40.6%3,5840.5%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,167,806$45,227 1.4%5,0430.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,029,947$7,379 0.2%3,2850.5%Retail/Wholesale
Selective Insurance Group, Inc. stock logo
SIGI
Selective Insurance Group
$2,784,9790.0%29,8050.5%Finance
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$2,669,696$174,219 7.0%87,1310.5%Finance
FT Vest Gold Strategy Target Income ETF stock logo
IGLD
FT Vest Gold Strategy Target Income ETF
$2,579,899$121,094 -4.5%137,3740.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,547,236$58,662 -2.3%14,8070.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,519,521$46,554 -1.8%25,5990.4%Medical
First Trust Limited Duration Investment Grade Corporate ETF stock logo
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
$2,478,013$54,497 -2.2%131,3200.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,475,859$289,153 13.2%39,8240.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,434,231$614,432 -20.2%12,4320.4%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$2,351,627$432,600 22.5%80,9370.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,321,829$47,952 -2.0%37,9130.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,206,541$57,958 2.7%3,7310.4%Computer and Technology
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,183,503$3,826 -0.2%8,5600.4%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$2,173,734$428,656 24.6%21,7700.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,068,750$24,401 -1.2%7,3760.3%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$1,990,134$164,594 9.0%40,7230.3%Finance
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$1,972,037$28,915 1.5%36,6920.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,969,575$124,399 6.7%16,0860.3%Computer and Technology
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$1,869,826$318,917 20.6%16,9970.3%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,812,600$305,745 20.3%26,1920.3%ETF
American Express stock logo
AXP
American Express
$1,786,361$41,329 -2.3%6,0080.3%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,785,267$921,921 106.8%9,6920.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,712,259$20,586 1.2%16,7180.3%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,686,173$4,647 -0.3%23,9480.3%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,652,876$28,986 -1.7%50,4080.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,628,871$3,873 -0.2%10,0930.3%ETF
Bank of America Co. stock logo
BAC
Bank of America
$1,588,015$5,623 -0.4%36,1520.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,580,065$24,225 -1.5%11,0230.3%Medical
Walmart Inc. stock logo
WMT
Walmart
$1,566,225$247,361 -13.6%17,2920.3%Retail/Wholesale
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$1,493,161$214,185 16.7%29,6910.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,491,216$2,339 0.2%8,9250.3%Consumer Staples
Camping World Holdings, Inc. stock logo
CWH
Camping World
$1,464,065$39,426 -2.6%70,2220.2%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$1,460,642$6,230 -0.4%3,7510.2%Retail/Wholesale
WisdomTree U.S. High Yield Corporate Bond Fund stock logo
WFHY
WisdomTree U.S. High Yield Corporate Bond Fund
$1,456,533$244,200 20.1%32,2560.2%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,436,629$1,183 -0.1%17,0080.2%Utilities
ONEO
SPDR Russell 1000 Momentum Focus ETF
$1,314,643$28,858 -2.1%11,0700.2%ETF
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$1,311,823$286,418 27.9%12,1510.2%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,254,329$19,425 -1.5%3,6160.2%ETF
Intel Co. stock logo
INTC
Intel
$1,209,277$259,067 -17.6%61,0130.2%Computer and Technology
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,202,911$26,113 -2.1%27,9620.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$1,190,635$30,840 -2.5%5,4050.2%Computer and Technology
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$1,190,409$26,052 2.2%44,5510.2%Manufacturing
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$1,189,854$63,760 -5.1%9,3120.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,157,974$988 -0.1%5,8590.2%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,145,462$30,400 2.7%28,3350.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,139,956$724,298 174.3%40,5100.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,133,831$6,121 -0.5%6,4830.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,133,554$15,840 -1.4%15,8150.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,130,287$5,744 0.5%4,7230.2%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,128,095$13,293 -1.2%3,0550.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,094,929$51,464 4.9%2,7020.2%ETF
IBND
SPDR Bloomberg International Corporate Bond ETF
$1,087,353$142,503 15.1%38,1520.2%ETF
SPROTT PHYSICAL GOLD TR
$1,084,065$25,038 -2.3%54,1220.2%UNIT
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$1,014,272$16,865 -1.6%13,2310.2%ETF
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$997,385$566,813 -36.2%16,2520.2%Finance
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$926,452$198,339 -17.6%15,6200.2%Manufacturing
PepsiCo, Inc. stock logo
PEP
PepsiCo
$921,351$41,866 -4.3%6,0740.2%Consumer Staples
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$917,944$455,153 -33.1%9,2530.2%ETF
RTX Co. stock logo
RTX
RTX
$906,461$1,846 0.2%7,8560.2%Aerospace
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$904,891$141,868 18.6%37,4540.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$901,195$4,970 0.6%8,5220.2%Oils/Energy
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$875,387$195,939 28.8%19,4790.1%ETF
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$860,441$207,787 -19.5%26,7300.1%Manufacturing
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$858,459$5,317 0.6%38,4270.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$852,146$17,276 2.1%30,5320.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$847,854$11,953 -1.4%3,2630.1%Medical
JPMorgan BetaBuilders International Equity ETF stock logo
BBIN
JPMorgan BetaBuilders International Equity ETF
$840,417$10,330 1.2%14,7260.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$819,370$24,951 3.1%7,1260.1%ETF

Showing largest 100 holdings. View all holdings.
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