Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SPMO | INVESCO EXCH TRADED FD TR II | — | 4,118.0 | $491K | 0.07% | NEW | — | $119.31 | +26.4% |
| 162 | ONEY | SPDR SERIES TRUST | — | 4,296.0 | $488K | 0.07% | NEW | — | $113.57 | +15.2% |
| 163 | MA | MASTERCARD INCORPORATED | Financial Services | 835.0 | $477K | 0.07% | NEW | — | $571.01 | -5.5% |
| 164 | — | FIRST TR EXCHANGE TRADED FD | — | 20,070.0 | $474K | 0.07% | NEW | — | $23.62 | — |
| 165 | ITA | ISHARES TR | — | 2,176.0 | $467K | 0.07% | NEW | — | $214.69 | +15.6% |
| 166 | VB | VANGUARD INDEX FDS | — | 1,809.0 | $467K | 0.07% | NEW | — | $258.12 | +16.4% |
| 167 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 5,431.0 | $458K | 0.07% | NEW | — | $84.35 | -26.0% |
| 168 | UBER | UBER TECHNOLOGIES INC | Technology | 5,596.0 | $457K | 0.07% | NEW | — | $81.71 | -8.9% |
| 169 | XLV | SELECT SECTOR SPDR TR | — | 2,852.0 | $441K | 0.07% | NEW | — | $154.79 | +5.8% |
| 170 | ED | CONSOLIDATED EDISON INC | Utilities | 4,405.0 | $438K | 0.07% | NEW | — | $99.32 | +14.8% |
| 171 | PYPL | PAYPAL HLDGS INC | Financial Services | 7,388.0 | $431K | 0.07% | NEW | — | $58.38 | -22.1% |
| 172 | EMB | ISHARES TR | — | 4,445.0 | $428K | 0.07% | NEW | — | $96.29 | -0.1% |
| 173 | FXH | FIRST TR EXCHANGE TRADED FD | — | 3,705.0 | $422K | 0.06% | NEW | — | $113.83 | +10.9% |
| 174 | WDEF | WISDOMTREE TR | — | 14,537.0 | $422K | 0.06% | NEW | — | $29.01 | +1.7% |
| 175 | MUB | ISHARES TR | — | 3,876.0 | $415K | 0.06% | NEW | — | $107.09 | +0.4% |
| 176 | IHDG | WISDOMTREE TR | — | 8,463.0 | $412K | 0.06% | NEW | — | $48.66 | +8.6% |
| 177 | EFA | ISHARES TR | — | 4,235.0 | $407K | 0.06% | NEW | — | $96.03 | +8.7% |
| 178 | SPEM | SPDR INDEX SHS FDS | — | 8,645.0 | $405K | 0.06% | NEW | — | $46.81 | +9.2% |
| 179 | XLI | SELECT SECTOR SPDR TR | — | 2,594.0 | $402K | 0.06% | NEW | — | $155.13 | +18.5% |
| 180 | HSY | HERSHEY CO | Consumer Defensive | 2,195.0 | $400K | 0.06% | NEW | — | $182.01 | +0.1% |
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%