Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | NKE | NIKE INC | Consumer Cyclical | 5,972.0 | $315K | 0.06% | -92.0 | -1.5% | $52.81 | -16.5% |
| 182 | HON | HONEYWELL INTL INC | Industrials | 1,371.0 | $310K | 0.06% | -90.0 | -6.2% | $225.98 | +1.7% |
| 183 | DLS | WISDOMTREE TR | — | 3,801.0 | $310K | 0.06% | -290.0 | -7.1% | $81.50 | +4.4% |
| 184 | ECL | ECOLAB INC | Basic Materials | 1,161.0 | $309K | 0.06% | — | — | $266.08 | +6.5% |
| 185 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,856.0 | $307K | 0.06% | -577.0 | -23.7% | $165.34 | +10.2% |
| 186 | EES | WISDOMTREE TR | — | 5,146.0 | $299K | 0.06% | -49K | -90.5% | $58.05 | +16.4% |
| 187 | — | CENCORA INC | — | 915.0 | $287K | 0.06% | +6.0 | +0.7% | $314.14 | — |
| 188 | HWM | HOWMET AEROSPACE INC | Industrials | 1,245.0 | $287K | 0.06% | — | — | $230.46 | +17.3% |
| 189 | IEFA | ISHARES TR | — | 3,152.0 | $285K | 0.05% | — | — | $90.54 | +7.5% |
| 190 | KO | COCA COLA CO | Consumer Defensive | 3,737.0 | $284K | 0.05% | -35.0 | -0.9% | $76.06 | +10.6% |
| 191 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 2,303.0 | $281K | 0.05% | — | — | $121.91 | +12.5% |
| 192 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,176.0 | $275K | 0.05% | -7.0 | -0.6% | $234.03 | +14.1% |
| 193 | ED | CONSOLIDATED EDISON INC | Utilities | 2,380.0 | $269K | 0.05% | -2K | -46.0% | $113.18 | +0.7% |
| 194 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,058.0 | $268K | 0.05% | -240.0 | -5.6% | $66.00 | +10.2% |
| 195 | NEE | NEXTERA ENERGY INC | Utilities | 2,881.0 | $268K | 0.05% | -19.0 | -0.7% | $92.89 | -4.9% |
| 196 | GE | GE AEROSPACE | Industrials | 937.0 | $266K | 0.05% | -65.0 | -6.5% | $283.80 | +33.0% |
| 197 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 5,235.0 | $262K | 0.05% | -616.0 | -10.5% | $50.12 | +0.1% |
| 198 | PTLC | PACER FDS TR | — | 5,001.0 | $262K | 0.05% | — | — | $52.46 | +10.8% |
| 199 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,844.0 | $262K | 0.05% | -110.0 | -2.2% | $54.05 | +9.2% |
| 200 | MCK | MCKESSON CORP | Healthcare | 302.0 | $261K | 0.05% | +8.0 | +2.7% | $865.36 | -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%