Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PANW | PALO ALTO NETWORKS INC | Technology | 9,926.0 | $1.8M | 0.28% | NEW | — | $184.20 | +90.5% |
| 62 | VOE | VANGUARD INDEX FDS | — | 9,876.0 | $1.8M | 0.27% | NEW | — | $177.37 | +18.1% |
| 63 | SPIB | SPDR SERIES TRUST | — | 51,280.0 | $1.7M | 0.26% | NEW | — | $33.81 | -2.0% |
| 64 | DGRO | ISHARES TR | — | 24,920.0 | $1.7M | 0.26% | NEW | — | $69.43 | +15.1% |
| 65 | IVW | ISHARES TR | — | 13,821.0 | $1.7M | 0.26% | NEW | — | $123.26 | +11.9% |
| 66 | VIG | VANGUARD SPECIALIZED FUNDS | — | 7,679.0 | $1.7M | 0.26% | NEW | — | $219.83 | +11.3% |
| 67 | LLY | ELI LILLY & CO | Healthcare | 1,524.0 | $1.6M | 0.25% | NEW | — | $1075.35 | +16.0% |
| 68 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 85,348.0 | $1.6M | 0.25% | NEW | — | $19.19 | -2.2% |
| 69 | WMT | WALMART INC | Consumer Defensive | 14,511.0 | $1.6M | 0.24% | NEW | — | $111.42 | -4.4% |
| 70 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 48,884.0 | $1.6M | 0.24% | NEW | — | $33.02 | +7.0% |
| 71 | JPM | JPMORGAN CHASE & CO. | Financial Services | 4,946.0 | $1.6M | 0.24% | NEW | — | $322.30 | +10.6% |
| 72 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 5,255.0 | $1.6M | 0.24% | NEW | — | $296.26 | -22.0% |
| 73 | AGZ | ISHARES TR | — | 13,442.0 | $1.5M | 0.22% | NEW | — | $110.25 | -1.3% |
| 74 | PAVE | GLOBAL X FDS | — | 29,669.0 | $1.4M | 0.21% | NEW | — | $47.79 | +17.0% |
| 75 | SPTM | SPDR SERIES TRUST | — | 16,568.0 | $1.4M | 0.21% | NEW | — | $82.50 | +12.3% |
| 76 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 17,013.0 | $1.4M | 0.21% | NEW | — | $80.30 | -8.4% |
| 77 | MGK | VANGUARD WORLD FD | — | 3,300.0 | $1.4M | 0.21% | NEW | — | $413.08 | -78.6% |
| 78 | ONEO | SPDR SERIES TRUST | — | 10,319.0 | $1.3M | 0.20% | NEW | — | $129.40 | +21.6% |
| 79 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,592.0 | $1.3M | 0.19% | NEW | — | $191.56 | +15.9% |
| 80 | IWF | ISHARES TR | — | 2,641.0 | $1.2M | 0.19% | NEW | — | $473.30 | -74.4% |
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%