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 | QGRW | WISDOMTREE TR | — | 7,992.0 | $427K | 0.08% | -267K | -97.1% | $53.43 | +21.9% |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,736.0 | $421K | 0.08% | -4K | -67.0% | $242.30 | +19.5% |
| 63 | QCOM | QUALCOMM INC | Technology | 3,258.0 | $420K | 0.08% | -117.0 | -3.5% | $128.79 | +36.8% |
| 64 | MUB | ISHARES TR | — | 3,850.0 | $409K | 0.08% | -26.0 | -0.7% | $106.14 | +1.3% |
| 65 | UVSP | UNIVEST FINANCIAL CORPORATIO | Financial Services | 10,750.0 | $368K | 0.07% | -1K | -8.5% | $34.26 | +28.8% |
| 66 | UBER | UBER TECHNOLOGIES INC | Technology | 5,085.0 | $366K | 0.07% | -511.0 | -9.1% | $71.93 | +3.5% |
| 67 | GD | GENERAL DYNAMICS CORP | Industrials | 1,065.0 | $366K | 0.07% | -525.0 | -33.0% | $343.22 | +8.8% |
| 68 | IHDG | WISDOMTREE TR | — | 7,398.0 | $356K | 0.07% | -1K | -12.6% | $48.15 | +9.7% |
| 69 | ORCL | ORACLE CORP | Technology | 2,389.0 | $352K | 0.07% | -737.0 | -23.6% | $147.17 | -4.7% |
| 70 | NEM | NEWMONT CORP | Basic Materials | 3,191.0 | $345K | 0.07% | -18.0 | -0.6% | $108.24 | -10.3% |
| 71 | LRCX | LAM RESEARCH CORP | Technology | 1,560.0 | $333K | 0.06% | -151.0 | -8.8% | $213.66 | +64.5% |
| 72 | APH | AMPHENOL CORP | Technology | 2,579.0 | $326K | 0.06% | -18.0 | -0.7% | $126.35 | +30.3% |
| 73 | BLK | BLACKROCK INC | Financial Services | 333.0 | $320K | 0.06% | -23.0 | -6.5% | $961.83 | +3.5% |
| 74 | NKE | NIKE INC | Consumer Cyclical | 5,972.0 | $315K | 0.06% | -92.0 | -1.5% | $52.81 | -16.5% |
| 75 | HON | HONEYWELL INTL INC | Industrials | 1,371.0 | $310K | 0.06% | -90.0 | -6.2% | $225.98 | +1.7% |
| 76 | DLS | WISDOMTREE TR | — | 3,801.0 | $310K | 0.06% | -290.0 | -7.1% | $81.50 | +4.4% |
| 77 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,856.0 | $307K | 0.06% | -577.0 | -23.7% | $165.34 | +10.2% |
| 78 | EES | WISDOMTREE TR | — | 5,146.0 | $299K | 0.06% | -49K | -90.5% | $58.05 | +16.4% |
| 79 | KO | COCA COLA CO | Consumer Defensive | 3,737.0 | $284K | 0.05% | -35.0 | -0.9% | $76.06 | +10.6% |
| 80 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,176.0 | $275K | 0.05% | -7.0 | -0.6% | $234.03 | +14.1% |
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
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%