Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,049.0 | $399K | 0.06% | NEW | — | $79.03 | +17.1% |
| 182 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 6,078.0 | $398K | 0.06% | NEW | — | $65.51 | -6.6% |
| 183 | CSCO | CISCO SYS INC | Technology | 5,091.0 | $392K | 0.06% | NEW | — | $77.03 | +43.1% |
| 184 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,433.0 | $390K | 0.06% | NEW | — | $160.44 | +19.3% |
| 185 | NKE | NIKE INC | Consumer Cyclical | 6,064.0 | $386K | 0.06% | NEW | — | $63.72 | -36.0% |
| 186 | UVSP | UNIVEST FINANCIAL CORPORATIO | Financial Services | 11,750.0 | $385K | 0.06% | NEW | — | $32.74 | +27.6% |
| 187 | BLK | BLACKROCK INC | Financial Services | 356.0 | $381K | 0.06% | NEW | — | $1070.42 | +9.5% |
| 188 | ALB | ALBEMARLE CORP | Basic Materials | 2,691.0 | $381K | 0.06% | NEW | — | $141.46 | +0.0% |
| 189 | EFAX | SPDR INDEX SHS FDS | — | 7,456.0 | $376K | 0.06% | NEW | — | $50.47 | +10.6% |
| 190 | FSK | FS KKR CAP CORP | Financial Services | 24,736.0 | $366K | 0.06% | NEW | — | $14.81 | -18.6% |
| 191 | BND | VANGUARD BD INDEX FDS | — | 4,797.0 | $355K | 0.05% | NEW | — | $74.06 | -2.3% |
| 192 | ACN | ACCENTURE PLC IRELAND | Technology | 1,314.0 | $353K | 0.05% | NEW | — | $268.37 | -30.5% |
| 193 | APH | AMPHENOL CORP NEW | Technology | 2,597.0 | $351K | 0.05% | NEW | — | $135.14 | +15.1% |
| 194 | IJK | ISHARES TR | — | 3,600.0 | $349K | 0.05% | NEW | — | $96.87 | +18.0% |
| 195 | DTD | WISDOMTREE TR | — | 4,081.0 | $346K | 0.05% | NEW | — | $84.88 | +14.9% |
| 196 | EXC | EXELON CORP | Utilities | 7,844.0 | $342K | 0.05% | NEW | — | $43.59 | +1.7% |
| 197 | VYMI | VANGUARD WHITEHALL FDS | — | 3,768.0 | $339K | 0.05% | NEW | — | $90.00 | +16.9% |
| 198 | GRID | FIRST TR EXCHANGE TRADED FD | — | 2,207.0 | $338K | 0.05% | NEW | — | $152.97 | +16.5% |
| 199 | VHT | VANGUARD WORLD FD | — | 1,168.0 | $336K | 0.05% | NEW | — | $287.99 | +13.7% |
| 200 | VGK | VANGUARD INTL EQUITY INDEX F | — | 4,001.0 | $335K | 0.05% | NEW | — | $83.61 | +10.8% |
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
40.9%
Financial Services
27.8%
Consumer Cyclical
8.9%
Communication Services
6.4%
Consumer Defensive
4.2%
Healthcare
4.1%
Industrials
3.9%
Utilities
2.3%
Basic Materials
0.8%
Energy
0.7%