Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | C | CITIGROUP INC | Financial Services | 6,296.0 | $735K | 0.11% | NEW | — | $116.69 | +12.9% |
| 122 | V | VISA INC | Financial Services | 2,093.0 | $734K | 0.11% | NEW | — | $350.87 | +9.0% |
| 123 | XLY | SELECT SECTOR SPDR TR | — | 6,071.0 | $725K | 0.11% | NEW | — | $119.41 | -0.9% |
| 124 | SPLB | SPDR SERIES TRUST | — | 31,487.0 | $711K | 0.11% | NEW | — | $22.58 | -5.1% |
| 125 | MU | MICRON TECHNOLOGY INC | Technology | 2,485.0 | $709K | 0.11% | NEW | — | $285.38 | +219.0% |
| 126 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 17,385.0 | $708K | 0.11% | NEW | — | $40.73 | +23.1% |
| 127 | PFIG | INVESCO EXCH TRADED FD TR II | — | 28,923.0 | $702K | 0.11% | NEW | — | $24.29 | -2.6% |
| 128 | XLK | SELECT SECTOR SPDR TR | — | 4,867.0 | $701K | 0.11% | NEW | — | $144.00 | +25.0% |
| 129 | XLG | INVESCO EXCHANGE TRADED FD T | — | 10,950.0 | $649K | 0.10% | NEW | — | $59.30 | +4.3% |
| 130 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 9,418.0 | $644K | 0.10% | NEW | — | $68.36 | -10.8% |
| 131 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 5,097.0 | $635K | 0.10% | NEW | — | $124.56 | -23.5% |
| 132 | AMP | AMERIPRISE FINL INC | Financial Services | 1,287.0 | $631K | 0.10% | NEW | — | $490.34 | +14.4% |
| 133 | HEDJ | WISDOMTREE TR | — | 11,886.0 | $631K | 0.10% | NEW | — | $53.06 | +8.5% |
| 134 | BLOK | AMPLIFY ETF TR | — | 11,050.0 | $629K | 0.10% | NEW | — | $56.89 | +9.6% |
| 135 | SCHG | SCHWAB STRATEGIC TR | — | 19,235.0 | $627K | 0.10% | NEW | — | $32.62 | +7.8% |
| 136 | USRT | ISHARES TR | — | 10,866.0 | $619K | 0.09% | NEW | — | $56.96 | +18.6% |
| 137 | AMGN | AMGEN INC | Healthcare | 1,881.0 | $616K | 0.09% | NEW | — | $327.43 | +35.6% |
| 138 | RS | RELIANCE INC | Basic Materials | 2,116.0 | $611K | 0.09% | NEW | — | $288.87 | +32.4% |
| 139 | ORCL | ORACLE CORP | Technology | 3,126.0 | $610K | 0.09% | NEW | — | $195.07 | -27.0% |
| 140 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 690.0 | $607K | 0.09% | NEW | — | $879.84 | +17.8% |
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%