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CIK: 0001844880
Total reported value
$567.3M
$567.3M
285 檔
43.9%
According to the latest 13F quarterly dataset, Insight Advisors, LLC/ PA managed an equity portfolio of $567.3M at the end of Q2 2024, spanning 285 distinct U.S. exchange-listed positions.
During Q2 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 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 27.97% | -1.90% | +2.29% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.96% | -0.77% | +19.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.13% | -3.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.06% | +0.02% | +644.52% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.88% | +0.24% | +69.81% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.05% | -0.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.11% | +0.54% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.16% | -0.13% | EXIT | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.13% | -0.04% | +40.45% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.06% | +0.10% | +0.03% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.04% | -0.06% | +58.34% | |
| 12 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 1.03% | — | +19.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.04% | +63.92% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.03% | -0.03% | +0.17% | |
| 15 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.98% | -0.08% | EXIT | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | — | -1.80% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.12% | +62.71% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.90% | -0.31% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.14% | +1.70% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.24% | +10.81% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.75% | — | -7.74% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.12% | +107.18% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.07% | -0.93% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.01% | -23.15% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.63% | — | +17.91% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.63% | — | -5.81% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | +0.03% | +48.95% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | — | +1.21% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.02% | +21.71% | |
| 30 | SIGI | Selective Insurance Group | Stock-Financials | 0.53% | +0.08% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | — | +32.86% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.19% | +24.85% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.02% | -11.65% | |
| 34 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.49% | -0.19% | +0.38% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +1.12% | -9.31% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.12% | +1.24% | |
| 37 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.45% | -0.03% | +0.29% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | +0.01% | +1.99% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.43% | — | +17.08% | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.42% | -0.01% | +18.46% | |
| 41 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.41% | — | -30.02% | |
| 42 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.40% | — | +76.89% | |
| 43 | DWMF | Wisdomtree International Mul | ETF-Other | 0.37% | — | +25.83% | |
| 44 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.37% | — | -30.69% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.36% | +0.02% | -29.95% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.35% | +0.02% | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.15% | -5.74% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | -8.23% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.02% | -14.43% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.33% | — | -30.61% |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 285 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CAOS, BOXX, AAPL) accounted for 43.9% of total reported equity market value during Q2 2024.
During Q2 2024, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (28.0%)、BOXX (7.0%)、AAPL (4.1%). The largest single position, CAOS, represented 28.0% of total portfolio value.
In Q2 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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