Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ED | CONSOLIDATED EDISON INC | Utilities | 2,380.0 | $269K | 0.05% | -2K | -46.0% | $113.18 | +0.4% |
| 82 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,058.0 | $268K | 0.05% | -240.0 | -5.6% | $66.00 | +10.1% |
| 83 | NEE | NEXTERA ENERGY INC | Utilities | 2,881.0 | $268K | 0.05% | -19.0 | -0.7% | $92.89 | -5.4% |
| 84 | GE | GE AEROSPACE | Industrials | 937.0 | $266K | 0.05% | -65.0 | -6.5% | $283.80 | +32.3% |
| 85 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 5,235.0 | $262K | 0.05% | -616.0 | -10.5% | $50.12 | +0.1% |
| 86 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,844.0 | $262K | 0.05% | -110.0 | -2.2% | $54.05 | +8.8% |
| 87 | AMP | AMERIPRISE FINL INC | Financial Services | 567.0 | $252K | 0.05% | -720.0 | -55.9% | $444.40 | +10.1% |
| 88 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,502.0 | $245K | 0.05% | -65.0 | -2.5% | $97.73 | +13.7% |
| 89 | IPKW | INVESCO EXCH TRADED FD TR II | — | 4,340.0 | $244K | 0.05% | -227.0 | -5.0% | $56.26 | +1.3% |
| 90 | IDEV | ISHARES TR | — | 2,900.0 | $242K | 0.05% | -100.0 | -3.3% | $83.57 | +6.7% |
| 91 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,625.0 | $242K | 0.05% | -150.0 | -5.4% | $92.31 | -4.1% |
| 92 | IWP | ISHARES TR | — | 1,831.0 | $235K | 0.04% | -20.0 | -1.1% | $128.13 | +10.9% |
| 93 | ACN | ACCENTURE PLC IRELAND | Technology | 1,180.0 | $234K | 0.04% | -134.0 | -10.2% | $198.29 | -30.3% |
| 94 | USMV | ISHARES TR | — | 2,387.0 | $221K | 0.04% | -57.0 | -2.3% | $92.75 | +5.2% |
| 95 | ITA | ISHARES TR | — | 953.0 | $209K | 0.04% | -1K | -56.2% | $218.81 | +12.9% |
| 96 | FSK | FS KKR CAP CORP | Financial Services | 15,740.0 | $160K | 0.03% | -9K | -36.4% | $10.18 | +2.8% |
| 97 | CODI | COMPASS DIVERSIFIED | Industrials | 16,575.0 | $130K | 0.03% | -541.0 | -3.2% | $7.86 | +34.5% |
| 98 | ENVX | ENOVIX CORPORATION | Industrials | 16,378.0 | $85K | 0.02% | -5K | -22.5% | $5.18 | +3.9% |
| 99 | INVZ | INNOVIZ TECHNOLOGIES LTD | Consumer Cyclical | 14,969.0 | $9K | 0.00% | -237.0 | -1.6% | $0.63 | +9.1% |
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%