Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,479.0 | $286K | 0.04% | NEW | — | $115.31 | +20.1% |
| 222 | CWH | CAMPING WORLD HLDGS INC | Consumer Cyclical | 29,300.0 | $285K | 0.04% | NEW | — | $9.73 | -25.7% |
| 223 | HON | HONEYWELL INTL INC | Industrials | 1,461.0 | $285K | 0.04% | NEW | — | $195.05 | +17.8% |
| 224 | ABT | ABBOTT LABS | Healthcare | 2,261.0 | $283K | 0.04% | NEW | — | $125.32 | -23.9% |
| 225 | IEFA | ISHARES TR | — | 3,152.0 | $282K | 0.04% | NEW | — | $89.47 | +8.8% |
| 226 | CVX | CHEVRON CORP NEW | Energy | 1,849.0 | $282K | 0.04% | NEW | — | $152.43 | +11.0% |
| 227 | — | MOOG INC | — | 1,148.0 | $280K | 0.04% | NEW | — | $243.60 | — |
| 228 | GPN | GLOBAL PMTS INC | Industrials | 3,596.0 | $278K | 0.04% | NEW | — | $77.41 | +1.6% |
| 229 | PTLC | PACER FDS TR | — | 4,999.0 | $278K | 0.04% | NEW | — | $55.58 | +4.6% |
| 230 | SO | SOUTHERN CO | Utilities | 3,137.0 | $274K | 0.04% | NEW | — | $87.20 | +12.4% |
| 231 | USAI | PACER FDS TR | — | 7,165.0 | $273K | 0.04% | NEW | — | $38.15 | +18.6% |
| 232 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 2,299.0 | $273K | 0.04% | NEW | — | $118.61 | +15.6% |
| 233 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 817.0 | $270K | 0.04% | NEW | — | $330.19 | +28.8% |
| 234 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,954.0 | $266K | 0.04% | NEW | — | $53.76 | +9.8% |
| 235 | KO | COCA COLA CO | Consumer Defensive | 3,772.0 | $264K | 0.04% | NEW | — | $69.92 | +20.3% |
| 236 | CALF | PACER FDS TR | — | 5,933.0 | $263K | 0.04% | NEW | — | $44.37 | +16.5% |
| 237 | VOX | VANGUARD WORLD FD | — | 1,345.0 | $260K | 0.04% | NEW | — | $193.63 | -3.0% |
| 238 | DIS | DISNEY WALT CO | Communication Services | 2,271.0 | $258K | 0.04% | NEW | — | $113.82 | -12.6% |
| 239 | IJJ | ISHARES TR | — | 1,946.0 | $256K | 0.04% | NEW | — | $131.63 | +11.5% |
| 240 | HWM | HOWMET AEROSPACE INC | Industrials | 1,245.0 | $255K | 0.04% | NEW | — | $205.02 | +31.9% |
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
39.9%
Financial Services
27.1%
Communication Services
8.7%
Consumer Cyclical
8.7%
Consumer Defensive
4.1%
Healthcare
4.0%
Industrials
3.8%
Utilities
2.2%
Basic Materials
0.8%
Energy
0.7%