Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XLE | SELECT SECTOR SPDR TR | — | 12,272.0 | $752K | 0.14% | -192.0 | -1.5% | $61.26 | -13.3% |
| 42 | IJH | ISHARES TR | — | 10,807.0 | $730K | 0.14% | -53K | -83.1% | $67.52 | +11.9% |
| 43 | DE | DEERE & CO | Industrials | 1,274.0 | $718K | 0.14% | -19.0 | -1.5% | $563.30 | +9.5% |
| 44 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,285.0 | $710K | 0.14% | -202.0 | -8.1% | $310.86 | -10.3% |
| 45 | C | CITIGROUP INC | Financial Services | 6,175.0 | $700K | 0.13% | -121.0 | -1.9% | $113.41 | +22.3% |
| 46 | VYM | VANGUARD WHITEHALL FDS | — | 4,671.0 | $692K | 0.13% | -2K | -26.1% | $148.10 | +7.2% |
| 47 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 5,045.0 | $672K | 0.13% | -52.0 | -1.0% | $133.11 | -16.6% |
| 48 | DGRW | WISDOMTREE TR | — | 7,603.0 | $668K | 0.13% | -167K | -95.6% | $87.84 | +8.7% |
| 49 | IVE | ISHARES TR | — | 3,101.0 | $655K | 0.12% | -7K | -69.4% | $211.17 | +8.6% |
| 50 | — | FIRST TR HIGH YIELD OPPRT 20 | — | 48,266.0 | $653K | 0.12% | -7K | -12.8% | $13.53 | — |
| 51 | SPDW | SPDR INDEX SHS FDS | — | 13,597.0 | $621K | 0.12% | -137K | -91.0% | $45.65 | +9.1% |
| 52 | DES | WISDOMTREE TR | — | 17,129.0 | $616K | 0.12% | -146.0 | -0.8% | $35.94 | +11.5% |
| 53 | CWEN | CLEARWAY ENERGY INC | Utilities | 15,345.0 | $603K | 0.12% | -156.0 | -1.0% | $39.29 | -17.0% |
| 54 | SCHG | SCHWAB STRATEGIC TR | — | 18,804.0 | $548K | 0.10% | -431.0 | -2.2% | $29.13 | +16.8% |
| 55 | QHY | WISDOMTREE TR | — | 11,867.0 | $540K | 0.10% | -33K | -73.8% | $45.54 | +0.8% |
| 56 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,219.0 | $514K | 0.10% | -27.0 | -0.8% | $159.70 | -4.0% |
| 57 | ONEY | SPDR SERIES TRUST | — | 4,241.0 | $509K | 0.10% | -55.0 | -1.3% | $120.04 | +8.5% |
| 58 | PEP | PEPSICO INC | Consumer Defensive | 3,164.0 | $491K | 0.09% | -2K | -41.7% | $155.25 | -6.9% |
| 59 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 9,726.0 | $488K | 0.09% | -8K | -44.1% | $50.20 | -16.6% |
| 60 | SPMO | INVESCO EXCH TRADED FD TR II | — | 4,021.0 | $451K | 0.09% | -97.0 | -2.4% | $112.11 | +33.4% |
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
38.4%
Financial Services
27.3%
Communication Services
9.7%
Consumer Cyclical
7.6%
Healthcare
4.5%
Industrials
4.4%
Consumer Defensive
4.3%
Utilities
1.7%
Basic Materials
1.1%
Energy
0.9%