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CIK: 0001844880
Total reported value
$567.3M
$567.3M
275 檔
45.5%
As reported in its official Q1 2025 Form 13F filing, Insight Advisors, LLC/ PA's tracked investment portfolio stood at $567.3M with 275 total positions.
In Q1 2025, Insight Advisors, LLC/ PA displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 29.74% | -1.90% | +1.34% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.11% | -0.77% | -0.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.13% | -0.75% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.13% | +0.02% | -1.60% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.00% | +0.24% | +9.56% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.88% | -0.13% | EXIT | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.77% | -0.08% | EXIT | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.05% | +0.49% | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.57% | -0.06% | +8.00% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.11% | -0.21% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | -0.04% | -0.05% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.01% | -0.31% | EXIT | |
| 13 | IHDG | Wisdomtree International Hed | ETF-Other | 1.00% | -0.01% | +11.38% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | — | +4.11% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.24% | +4.63% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | +0.03% | +15.56% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.10% | +0.41% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.92% | -0.03% | -6.90% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.12% | +16.59% | |
| 20 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.82% | — | -34.38% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.04% | -40.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.07% | +8.60% | |
| 23 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.68% | — | +14.15% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.68% | — | +7.30% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | — | +8.85% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.14% | -31.03% | |
| 27 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.62% | — | — | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.15% | -0.11% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | — | +0.02% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.12% | +2.62% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.52% | — | +10.92% | |
| 32 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.51% | -0.19% | +2.43% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.12% | +4.73% | |
| 34 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.51% | — | +14.25% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.02% | +23.86% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.19% | +0.99% | |
| 37 | SIGI | Selective Insurance Group | Stock-Financials | 0.47% | +0.08% | — | |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.47% | — | -3.59% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.47% | — | +19.23% | |
| 40 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.45% | -0.03% | +3.40% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.41% | — | +25.28% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | +0.01% | -0.46% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.02% | -4.45% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | — | +0.24% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | -0.01% | -12.73% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.36% | +0.02% | -0.47% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.36% | -0.02% | -0.30% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.33% | +0.05% | +1.04% | |
| 49 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.33% | -0.06% | EXIT | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | +0.57% |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 275 disclosed positions in Q1 2025.
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 45.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
CAOS
市值: $171.0M
During Q1 2025, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (29.7%)、BOXX (5.1%)、AAPL (3.9%). The largest single position, CAOS, represented 29.7% of total portfolio value.
In Q1 2025, Insight Advisors, LLC/ PA made 50 total portfolio adjustments, initiating 50 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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