Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | CENCORA INC | — | 915.0 | $287K | 0.06% | +6.0 | +0.7% | $314.14 | — |
| 62 | MCK | MCKESSON CORP | Healthcare | 302.0 | $261K | 0.05% | +8.0 | +2.7% | $865.36 | -9.5% |
| 63 | DSTL | ETF SER SOLUTIONS | — | 4,371.0 | $253K | 0.05% | +938.0 | +27.3% | $57.88 | +6.9% |
| 64 | LEMB | ISHARES INC | — | 6,119.0 | $250K | 0.05% | +49.0 | +0.8% | $40.80 | +4.2% |
| 65 | NVO | NOVO-NORDISK A S | Healthcare | 6,594.0 | $242K | 0.05% | +421.0 | +6.8% | $36.75 | +37.0% |
| 66 | ARKK | ARK ETF TR | — | 3,557.0 | $240K | 0.05% | +552.0 | +18.4% | $67.59 | +19.7% |
| 67 | ETHA | ISHARES ETHEREUM TR | Financial Services | 10,379.0 | $164K | 0.03% | +300.0 | +3.0% | $15.83 | -19.0% |
| 68 | TE | T1 ENERGY INC | Industrials | 37,000.0 | $162K | 0.03% | +6K | +21.3% | $4.39 | +91.9% |
| 69 | ETJ | EATON VANCE RISK-MANAGED DIV | Financial Services | 12,144.0 | $99K | 0.02% | +273.0 | +2.3% | $8.17 | +2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.4%
Financial Services
27.3%
Communication Services
9.7%
Consumer Cyclical
7.6%
Healthcare
4.5%
Industrials
4.4%
Consumer Defensive
4.3%
Utilities
1.7%
Basic Materials
1.1%
Energy
0.9%