Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 401 | $233K | 0.04% | SOLD |
| 42 | FCOM | FIDELITY COVINGTON TRUST | — | 3,174 | $233K | 0.04% | SOLD |
| 43 | MLI | MUELLER INDS INC | Industrials | 2,000 | $230K | 0.04% | SOLD |
| 44 | COF | CAPITAL ONE FINL CORP | Financial Services | 924 | $224K | 0.03% | SOLD |
| 45 | CRM | SALESFORCE INC | Technology | 834 | $221K | 0.03% | SOLD |
| 46 | MTUM | ISHARES TR | — | 879 | $220K | 0.03% | SOLD |
| 47 | VIGI | VANGUARD WHITEHALL FDS | — | 2,397 | $219K | 0.03% | SOLD |
| 48 | XLF | SELECT SECTOR SPDR TR | — | 4,001 | $219K | 0.03% | SOLD |
| 49 | TFC | TRUIST FINL CORP | Financial Services | 4,325 | $213K | 0.03% | SOLD |
| 50 | NOW | SERVICENOW INC | Technology | 1,344 | $206K | 0.03% | SOLD |
| 51 | DDIV | FIRST TR EXCHANGE TRADED FD | — | 4,846 | $201K | 0.03% | SOLD |
| 52 | VNQ | VANGUARD INDEX FDS | — | 2,273 | $201K | 0.03% | SOLD |
| 53 | ANET | ARISTA NETWORKS INC | Technology | 1,528 | $200K | 0.03% | SOLD |
| 54 | — | CAMBRIA ETF TR | — | 12,000 | $74K | 0.01% | 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%