Portfolio (Quarterly)
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Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | RH | RH | Consumer Cyclical | 1,864.0 | $261K | 0.05% | — | — | $139.82 | +20.9% |
| 202 | IJJ | ISHARES TR | — | 1,947.0 | $258K | 0.05% | — | — | $132.56 | +10.7% |
| 203 | XLU | SELECT SECTOR SPDR TR | — | 5,565.0 | $255K | 0.05% | — | — | $45.89 | -0.3% |
| 204 | AMAT | APPLIED MATLS INC | Technology | 742.0 | $253K | 0.05% | NEW | — | $341.55 | +76.7% |
| 205 | DSTL | ETF SER SOLUTIONS | — | 4,371.0 | $253K | 0.05% | +938.0 | +27.3% | $57.88 | +7.2% |
| 206 | WM | WASTE MGMT INC DEL | Industrials | 1,101.0 | $253K | 0.05% | — | — | $229.72 | +0.3% |
| 207 | AMP | AMERIPRISE FINL INC | Financial Services | 567.0 | $252K | 0.05% | -720.0 | -55.9% | $444.40 | +10.1% |
| 208 | LEMB | ISHARES INC | — | 6,119.0 | $250K | 0.05% | +49.0 | +0.8% | $40.80 | +4.3% |
| 209 | VRT | VERTIV HOLDINGS CO | Industrials | 994.0 | $249K | 0.05% | NEW | — | $250.49 | +20.0% |
| 210 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,682.0 | $249K | 0.05% | — | — | $92.75 | +4.8% |
| 211 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,502.0 | $245K | 0.05% | -65.0 | -2.5% | $97.73 | +14.6% |
| 212 | IPKW | INVESCO EXCH TRADED FD TR II | — | 4,340.0 | $244K | 0.05% | -227.0 | -5.0% | $56.26 | +1.8% |
| 213 | IDEV | ISHARES TR | — | 2,900.0 | $242K | 0.05% | -100.0 | -3.3% | $83.57 | +7.2% |
| 214 | NVO | NOVO-NORDISK A S | Healthcare | 6,594.0 | $242K | 0.05% | +421.0 | +6.8% | $36.75 | +37.2% |
| 215 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,625.0 | $242K | 0.05% | -150.0 | -5.4% | $92.31 | -2.2% |
| 216 | VOX | VANGUARD WORLD FD | — | 1,345.0 | $242K | 0.05% | — | — | $179.84 | +4.5% |
| 217 | ARKK | ARK ETF TR | — | 3,557.0 | $240K | 0.05% | +552.0 | +18.4% | $67.59 | +20.2% |
| 218 | IWP | ISHARES TR | — | 1,831.0 | $235K | 0.04% | -20.0 | -1.1% | $128.13 | +11.6% |
| 219 | ACN | ACCENTURE PLC IRELAND | Technology | 1,180.0 | $234K | 0.04% | -134.0 | -10.2% | $198.29 | -30.7% |
| 220 | ABT | ABBOTT LABORATORIES | Healthcare | 2,256.0 | $232K | 0.04% | — | — | $102.64 | -7.1% |
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%