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CIK: 0001844880
Total reported value
$567.3M
$567.3M
283 檔
46.2%
According to the latest 13F quarterly dataset, Insight Advisors, LLC/ PA managed an equity portfolio of $567.3M at the end of Q4 2024, spanning 283 distinct U.S. exchange-listed positions.
Insight Advisors, LLC/ PA executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 5 holdings and trimming 22 positions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 28.28% | -1.90% | +4.86% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.93% | -0.77% | -24.25% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.13% | +5.93% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.92% | +0.02% | -2.68% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | +0.24% | +24.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.05% | +0.95% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.66% | -0.08% | EXIT | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.50% | -0.13% | EXIT | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.39% | -0.06% | +20.92% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.11% | -2.53% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | — | -1.24% | |
| 12 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 1.22% | — | +6.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.14% | +42.07% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.04% | -2.01% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.02% | -0.04% | +10.99% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.10% | -7.55% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.24% | +25.30% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.95% | -0.03% | -2.71% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.94% | -0.31% | EXIT | |
| 20 | IHDG | Wisdomtree International Hed | ETF-Other | 0.88% | -0.01% | +19.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.12% | +5.71% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | +0.03% | +243.94% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.07% | — | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.63% | — | -6.92% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.02% | -8.61% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | — | -11.14% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.12% | -37.11% | |
| 28 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.57% | — | +24.76% | |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.56% | — | -3.01% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | — | -2.57% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.15% | +40.60% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.19% | +1.45% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.12% | +0.24% | |
| 34 | SIGI | Selective Insurance Group | Stock-Financials | 0.47% | +0.08% | — | |
| 35 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.45% | — | +6.98% | |
| 36 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.44% | -0.19% | -4.48% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.43% | -0.02% | -2.25% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.02% | -1.81% | |
| 39 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.42% | -0.03% | -2.15% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.02% | +13.22% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.01% | -20.15% | |
| 42 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.40% | — | +22.54% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.39% | +0.01% | -2.02% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | +2.70% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.37% | +0.02% | -0.17% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.37% | — | +24.56% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.35% | +0.05% | -1.17% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.34% | — | +9.02% | |
| 49 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.33% | -0.06% | EXIT | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +1.12% | +6.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | +1% | +4.86% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +24.54% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +5.93% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +42.07% | Add |
| 5 | QGRW | Wisdomtree US Quality Growth | +0.4% | +18.69% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | -1.24% | Trim |
| 7 | NVDA | Nvidia CORP | +0.3% | -2.68% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.3% | +0.95% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +25.30% | Add |
| 10 | NFLX | Netflix Inc | +0.2% | +40.60% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | -8.61% | Trim |
| 12 | AGGY | Wisdomtree Yield Enhanced US | +0.2% | +20.92% | Add |
| 13 | IHDG | Wisdomtree International Hed | +0.1% | +19.21% | Add |
| 14 | RS | Reliance Inc | +0.1% | NEW | New buy |
| 15 | MTGP | Wisdomtree Mtge Plus Bond | +0.1% | +24.76% | Add |
| 16 | USMF | Wisdomtree US Multifactor Fu | +0.1% | +6.74% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +243.94% | Add |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +20.56% | Add |
| 19 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +20.29% | Add |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +8.77% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.71% | Add |
| 23 | WFC | Wells Fargo & Co | +0.1% | -0.27% | Trim |
| 24 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +13.22% | Add |
| 26 | EBIZ | Global X E-commerce ETF | -0.1% | EXIT | Sold out |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.1% | -23.02% | Trim |
| 28 | DRIV | Global X Autonomous&elec-etf | -0.1% | EXIT | Sold out |
| 29 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -36.59% | Trim |
| 30 | EDIV | State Street Spdr S&p Emergi | -0.1% | -47.92% | Trim |
| 31 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 32 | SNSR | Global X Internet Of Things | -0.1% | EXIT | Sold out |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -3.01% | Trim |
| 34 | DON | Wisdomtree US Midcap Dividen | -0.1% | -27.51% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -1.81% | Trim |
| 36 | SCHG | Schwab US Large-cap Growth | -0.1% | +174.25% | Add |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -6.92% | Trim |
| 38 | MSFT | Microsoft CORP | -0.1% | -2.53% | Trim |
| 39 | EPS | Wisdomtree US Large Cap Fund | -0.1% | -36.24% | Trim |
| 40 | IGLD | Ft Vest Gold Strategy Target | -0.1% | -4.48% | Trim |
| 41 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -33.15% | Trim |
| 42 | INTC | Intel CORP | -0.1% | -17.64% | Trim |
| 43 | AMD | Advanced Micro Devices | -0.1% | +6.74% | Add |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.1% | -11.14% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -20.15% | Trim |
| 46 | SPIP | Ss Spdr P Tips ETF | -0.1% | -71.34% | Trim |
| 47 | JMST | JPM Ultra-short Muni Income | -0.2% | -12.42% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.2% | -37.11% | Trim |
| 49 | PFE | Pfizer Inc | -0.3% | EXIT | Sold out |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | -1.6% | -24.25% | Trim |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 283 disclosed positions in Q4 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 46.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
RS
市值: $558.5K
Top Position Liquidated / Trimmed
PFE
前期市值: $1.6M
During Q4 2024, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (28.3%)、BOXX (4.9%)、AAPL (4.3%). The largest single position, CAOS, represented 28.3% of total portfolio value.
In Q4 2024, Insight Advisors, LLC/ PA made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 5 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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