Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PYPL | PAYPAL HLDGS INC | Financial Services | 7,388 | $431K | 0.07% | SOLD |
| 22 | WDEF | WISDOMTREE TR | — | 14,537 | $422K | 0.06% | SOLD |
| 23 | HSY | HERSHEY CO | Consumer Defensive | 2,195 | $400K | 0.06% | SOLD |
| 24 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,049 | $399K | 0.06% | SOLD |
| 25 | DTD | WISDOMTREE TR | — | 4,081 | $346K | 0.05% | SOLD |
| 26 | VYMI | VANGUARD WHITEHALL FDS | — | 3,768 | $339K | 0.05% | SOLD |
| 27 | ELD | WISDOMTREE TR | — | 11,019 | $322K | 0.05% | SOLD |
| 28 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 766 | $319K | 0.05% | SOLD |
| 29 | TTEQ | T ROWE PRICE ETF INC | — | 9,598 | $312K | 0.05% | SOLD |
| 30 | AGNG | GLOBAL X FDS | — | 8,565 | $307K | 0.05% | SOLD |
| 31 | DLN | WISDOMTREE TR | — | 3,406 | $300K | 0.04% | SOLD |
| 32 | USFR | WISDOMTREE TR | — | 5,898 | $297K | 0.04% | SOLD |
| 33 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,892 | $292K | 0.04% | SOLD |
| 34 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,479 | $286K | 0.04% | SOLD |
| 35 | CWH | CAMPING WORLD HLDGS INC | Consumer Cyclical | 29,300 | $285K | 0.04% | SOLD |
| 36 | GPN | GLOBAL PMTS INC | Industrials | 3,596 | $278K | 0.04% | SOLD |
| 37 | SO | SOUTHERN CO | Utilities | 3,137 | $274K | 0.04% | SOLD |
| 38 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 817 | $270K | 0.04% | SOLD |
| 39 | CALF | PACER FDS TR | — | 5,933 | $263K | 0.04% | SOLD |
| 40 | ISHP | FIRST TR EXCHANGE TRADED FD | — | 6,515 | $255K | 0.04% | 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%