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CIK: 0001844880
Total reported value
$567.3M
$567.3M
295 檔
40.9%
At the close of Q1 2024, Insight Advisors, LLC/ PA disclosed equity holdings valued at approximately $567.3M, spread across 295 reported holdings.
During Q1 2024, Insight Advisors, LLC/ PA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 28.85% | -1.90% | -0.57% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.13% | -0.77% | +6.59% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +0.02% | +24.92% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.65% | +0.13% | +5.72% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.05% | +5.75% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.11% | +9.87% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.24% | +6.92% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.09% | -0.03% | -1.70% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.07% | -0.13% | EXIT | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.10% | +0.08% | |
| 11 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.95% | — | +30.84% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | — | -15.09% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.01% | -25.36% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | -0.04% | +111.29% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | — | +16.35% | |
| 16 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.80% | — | -10.95% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.14% | -10.40% | |
| 18 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.71% | -0.06% | +270.04% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.24% | +18.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.04% | +172.18% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.07% | +3.03% | |
| 22 | SIGI | Selective Insurance Group | Stock-Financials | 0.65% | +0.08% | -5.89% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +1.12% | -0.02% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | — | +1.47% | |
| 25 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.60% | — | -30.41% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.59% | — | +36.19% | |
| 27 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.58% | — | +4.47% | |
| 28 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.57% | -0.08% | EXIT | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.54% | — | -30.31% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.02% | +6.48% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.02% | +1.24% | |
| 32 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.51% | -0.19% | -24.99% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.12% | +170.66% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | +0.02% | -32.87% | |
| 35 | CWH | Camping World Holdings Inc-a | Stock-Other | 0.50% | — | +4.00% | |
| 36 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.48% | -0.03% | -0.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.45% | +0.01% | -8.50% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.44% | -0.02% | +8.57% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | +0.03% | +149.65% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.12% | +9.39% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | — | +34.14% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.19% | +1.17% | |
| 43 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.39% | — | -32.08% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.39% | +0.02% | — | |
| 45 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.39% | -0.01% | +10.43% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | — | +17.00% | |
| 47 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.37% | — | +20.66% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.36% | +0.05% | +7.36% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.04% | -2.24% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.35% | -0.31% | EXIT |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 295 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CAOS, BOXX, NVDA) accounted for 40.9% of total reported equity market value during Q1 2024.
During Q1 2024, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (28.9%)、BOXX (6.1%)、NVDA (4.2%). The largest single position, CAOS, represented 28.9% of total portfolio value.
In Q1 2024, Insight Advisors, LLC/ PA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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