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CIK: 0001844880
Total reported value
$567.3M
$567.3M
293 檔
44.6%
In Q3 2024, Insight Advisors, LLC/ PA's U.S. equity holdings reached a combined market value of $567.3M, distributed across 293 disclosed stock positions.
In Q3 2024, Insight Advisors, LLC/ PA displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 27.27% | -1.90% | +0.28% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.57% | -0.77% | -2.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.13% | -10.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.02% | -4.56% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.24% | +18.24% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.05% | +1.08% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.45% | -0.13% | EXIT | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.11% | -1.84% | |
| 9 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.31% | -0.08% | EXIT | |
| 10 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.23% | -0.06% | +18.54% | |
| 11 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 1.15% | — | +8.31% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.04% | -0.38% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.10% | -0.31% | EXIT | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.04% | +0.10% | +0.21% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.03% | -0.04% | -10.90% | |
| 16 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.00% | -0.03% | +2.02% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | — | +919.80% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.12% | +1.74% | |
| 19 | IHDG | Wisdomtree International Hed | ETF-Other | 0.79% | -0.01% | +681.49% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.24% | +2.39% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.12% | +6.40% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.14% | -1.47% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.71% | — | -6.73% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | +0.03% | +20.12% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | — | +39.16% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.07% | +0.06% | |
| 27 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.62% | — | -3.21% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | — | +0.14% | |
| 29 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.53% | -0.19% | +5.72% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.01% | -20.87% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | +5.14% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.50% | +0.19% | +1.99% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.12% | +8.15% | |
| 34 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.49% | — | +23.23% | |
| 35 | SIGI | Selective Insurance Group | Stock-Financials | 0.48% | +0.08% | -3.87% | |
| 36 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.46% | — | +5.56% | |
| 37 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.44% | -0.03% | +0.33% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.02% | -29.76% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +1.12% | -6.14% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.42% | +0.01% | -6.95% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.02% | +0.81% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | -0.02% | +239.87% | |
| 43 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.36% | — | +23.61% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.36% | +0.02% | +0.48% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | — | -2.18% | |
| 46 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.35% | — | +5.55% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.34% | +0.05% | +2.56% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.33% | — | +19.58% | |
| 49 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.33% | -0.06% | EXIT | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.04% | -1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | +0.7% | +681.49% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +18.24% | Add |
| 3 | QGRW | Wisdomtree US Quality Growth | +0.3% | +38.42% | Add |
| 4 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | +22.69% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +239.87% | Add |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | +0.3% | NEW | New buy |
| 8 | JMST | JPM Ultra-short Muni Income | +0.2% | +26.71% | Add |
| 9 | AGGY | Wisdomtree Yield Enhanced US | +0.2% | +18.54% | Add |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.2% | +39.16% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +20.12% | Add |
| 12 | USMF | Wisdomtree US Multifactor Fu | +0.1% | +8.31% | Add |
| 13 | MTGP | Wisdomtree Mtge Plus Bond | +0.1% | +23.23% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.38% | Trim |
| 15 | AGZ | Ishares Agency Bond ETF | +0.1% | +80.60% | Add |
| 16 | ICOW | Pacer Developed Markets Inte | +0.1% | +23.61% | Add |
| 17 | CWH | Camping World Holdings Inc-a | +0.1% | +0.50% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | +65.12% | Add |
| 19 | BX | Blackstone Inc | +0.1% | +0.81% | Add |
| 20 | TLH | Ishares 10-20 Year Treasury | +0.1% | +19.58% | Add |
| 21 | RTX | Rtx CORP | +0.1% | +38.47% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.40% | Add |
| 23 | QHY | Wisdomtree US High Yield Cor | +0.1% | +35.49% | Add |
| 24 | IBND | State Street Spdr Bloomberg | +0.1% | +40.02% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 26 | AVGO | Broadcom Inc | 0% | +919.80% | Add |
| 27 | IGLD | Ft Vest Gold Strategy Target | 0% | +5.72% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | +8.15% | Add |
| 29 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | 0% | +5.56% | Add |
| 30 | VTV | Vanguard Value ETF | 0% | +0.14% | Add |
| 31 | GJUL | Ft Vest US Equity Moderate B | -0.1% | EXIT | Sold out |
| 32 | ✓ | Investment Managers Ser Tr I | -0.1% | EXIT | Sold out |
| 33 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 34 | PDD | Pdd Holdings Inc | -0.1% | EXIT | Sold out |
| 35 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -27.80% | Trim |
| 36 | SCHG | Schwab US Large-cap Growth | -0.1% | -25.04% | Trim |
| 37 | FTLS | First Trust Long/short Eqty | -0.1% | -30.01% | Trim |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -10.90% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | +1.74% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -20.87% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.47% | Trim |
| 42 | EPS | Wisdomtree US Large Cap Fund | -0.2% | -35.97% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | -1.84% | Trim |
| 44 | SPIP | Ss Spdr P Tips ETF | -0.2% | -52.03% | Trim |
| 45 | DWMF | Wisdomtree International Mul | -0.3% | -72.02% | Trim |
| 46 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.3% | -62.19% | Trim |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | -0.4% | -2.00% | Trim |
| 48 | NVDA | Nvidia CORP | -0.4% | -4.56% | Trim |
| 49 | DON | Wisdomtree US Midcap Dividen | -0.4% | -71.43% | Trim |
| 50 | CAOS | Alpha Architect Tail Risk | -0.7% | +0.28% | Add |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 293 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAOS, BOXX, AAPL) accounted for 44.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
INTC
市值: $1.7M
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $408.9K
During Q3 2024, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (27.3%)、BOXX (6.6%)、AAPL (3.9%). The largest single position, CAOS, represented 27.3% of total portfolio value.
In Q3 2024, Insight Advisors, LLC/ PA made 50 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 4 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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