Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | ISHP | FIRST TR EXCHANGE TRADED FD | — | 6,515.0 | $255K | 0.04% | NEW | — | $39.13 | -12.9% |
| 242 | IPKW | INVESCO EXCH TRADED FD TR II | — | 4,567.0 | $254K | 0.04% | NEW | — | $55.57 | +3.0% |
| 243 | IWP | ISHARES TR | — | 1,851.0 | $253K | 0.04% | NEW | — | $136.94 | +4.4% |
| 244 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,775.0 | $253K | 0.04% | NEW | — | $91.21 | -1.1% |
| 245 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 11,319.0 | $253K | 0.04% | NEW | — | $22.36 | +18.8% |
| 246 | LEMB | ISHARES INC | — | 6,070.0 | $252K | 0.04% | NEW | — | $41.57 | +2.4% |
| 247 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,298.0 | $248K | 0.04% | NEW | — | $57.67 | +26.1% |
| 248 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,679.0 | $248K | 0.04% | NEW | — | $92.49 | +5.1% |
| 249 | IDEV | ISHARES TR | — | 3,000.0 | $247K | 0.04% | NEW | — | $82.48 | +8.6% |
| 250 | WM | WASTE MGMT INC DEL | Industrials | 1,100.0 | $242K | 0.04% | NEW | — | $219.71 | +4.9% |
| 251 | MCK | MCKESSON CORP | Healthcare | 294.0 | $241K | 0.04% | NEW | — | $820.28 | -4.1% |
| 252 | XLU | SELECT SECTOR SPDR TR | — | 5,563.0 | $237K | 0.04% | NEW | — | $42.69 | +7.2% |
| 253 | NEE | NEXTERA ENERGY INC | Utilities | 2,900.0 | $233K | 0.04% | NEW | — | $80.28 | +10.0% |
| 254 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 401.0 | $233K | 0.04% | NEW | — | $580.06 | -9.8% |
| 255 | FCOM | FIDELITY COVINGTON TRUST | — | 3,174.0 | $233K | 0.04% | NEW | — | $73.28 | -3.4% |
| 256 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,567.0 | $232K | 0.04% | NEW | — | $90.40 | +23.8% |
| 257 | ARKK | ARK ETF TR | — | 3,005.0 | $231K | 0.04% | NEW | — | $76.92 | +5.6% |
| 258 | USMV | ISHARES TR | — | 2,444.0 | $230K | 0.04% | NEW | — | $94.17 | +3.9% |
| 259 | MLI | MUELLER INDS INC | Industrials | 2,000.0 | $230K | 0.04% | NEW | — | $114.80 | -50.8% |
| 260 | ETHA | ISHARES ETHEREUM TR | Financial Services | 10,079.0 | $226K | 0.03% | NEW | — | $22.43 | -42.7% |
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%