Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DDWM | WISDOMTREE TR | — | 185,854 | $8.1M | 1.23% | SOLD |
| 2 | WTV | WISDOMTREE TR | — | 86,556 | $8.1M | 1.22% | SOLD |
| 3 | — | J P MORGAN EXCHANGE TRADED F | — | 89,473 | $4.5M | 0.69% | SOLD |
| 4 | MTGP | WISDOMTREE TR | — | 97,196 | $4.3M | 0.66% | SOLD |
| 5 | — | PACER FDS TR | — | 172,278 | $4.1M | 0.62% | SOLD |
| 6 | XSOE | WISDOMTREE TR | — | 99,595 | $3.9M | 0.59% | SOLD |
| 7 | GCOW | PACER FDS TR | — | 74,732 | $3.1M | 0.47% | SOLD |
| 8 | ICOW | PACER FDS TR | — | 79,058 | $3.1M | 0.46% | SOLD |
| 9 | TLH | ISHARES TR | — | 26,506 | $2.7M | 0.41% | SOLD |
| 10 | EPI | WISDOMTREE TR | — | 44,844 | $2.1M | 0.31% | SOLD |
| 11 | VOOG | VANGUARD ADMIRAL FDS INC | — | 2,467 | $1.1M | 0.17% | SOLD |
| 12 | ECOW | PACER FDS TR | — | 43,911 | $1.1M | 0.16% | SOLD |
| 13 | WTAI | WISDOMTREE TR | — | 29,900 | $871K | 0.13% | SOLD |
| 14 | F | FORD MTR CO | Consumer Cyclical | 59,663 | $783K | 0.12% | SOLD |
| 15 | COWZ | PACER FDS TR | — | 12,934 | $778K | 0.12% | SOLD |
| 16 | BAC PUT | BANK AMERICA CORP | Financial Services | 13,600 | $748K | 0.11% | SOLD |
| 17 | HEDJ | WISDOMTREE TR | — | 11,886 | $631K | 0.10% | SOLD |
| 18 | BLOK | AMPLIFY ETF TR | — | 11,050 | $629K | 0.10% | SOLD |
| 19 | BUG | GLOBAL X FDS | — | 16,577 | $505K | 0.08% | SOLD |
| 20 | CLOU | GLOBAL X FDS | — | 22,019 | $498K | 0.07% | SOLD |
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%