Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHD | SCHWAB STRATEGIC TR | — | 209,513.0 | $5.7M | 0.87% | NEW | — | $27.43 | +17.3% |
| 22 | GOOG | ALPHABET INC | Communication Services | 16,006.0 | $5.0M | 0.76% | NEW | — | $313.81 | +12.2% |
| 23 | IVV | ISHARES TR | — | 7,199.0 | $4.9M | 0.75% | NEW | — | $685.09 | +9.0% |
| 24 | — | J P MORGAN EXCHANGE TRADED F | — | 89,473.0 | $4.5M | 0.69% | NEW | — | $50.59 | — |
| 25 | MTGP | WISDOMTREE TR | — | 97,196.0 | $4.3M | 0.66% | NEW | — | $44.55 | -1.0% |
| 26 | IJH | ISHARES TR | — | 63,850.0 | $4.2M | 0.64% | NEW | — | $66.00 | +14.9% |
| 27 | — | PACER FDS TR | — | 172,278.0 | $4.1M | 0.62% | NEW | — | $23.93 | — |
| 28 | AMD | ADVANCED MICRO DEVICES INC | Technology | 19,243.0 | $4.1M | 0.62% | NEW | — | $214.16 | +140.8% |
| 29 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,142.0 | $4.1M | 0.62% | NEW | — | $502.65 | — |
| 30 | IGLD | FIRST TR EXCHANGE-TRADED FD | — | 162,555.0 | $4.1M | 0.61% | NEW | — | $25.01 | -16.0% |
| 31 | GLD | SPDR GOLD TR | Financial Services | 9,879.0 | $3.9M | 0.59% | NEW | — | $396.31 | -4.7% |
| 32 | XSOE | WISDOMTREE TR | — | 99,595.0 | $3.9M | 0.59% | NEW | — | $39.02 | +20.3% |
| 33 | VGT | VANGUARD WORLD FD | — | 5,102.0 | $3.8M | 0.58% | NEW | — | $754.10 | -84.8% |
| 34 | HYTI | FIRST TR EXCHANGE-TRADED FD | — | 190,811.0 | $3.8M | 0.57% | NEW | — | $19.79 | -3.7% |
| 35 | VTV | VANGUARD INDEX FDS | — | 19,070.0 | $3.6M | 0.55% | NEW | — | $190.99 | +14.3% |
| 36 | SPYM | SPDR SERIES TRUST | — | 41,710.0 | $3.3M | 0.51% | NEW | — | $80.23 | +9.0% |
| 37 | EES | WISDOMTREE TR | — | 54,192.0 | $3.1M | 0.47% | NEW | — | $56.93 | +18.7% |
| 38 | GCOW | PACER FDS TR | — | 74,732.0 | $3.1M | 0.47% | NEW | — | $41.22 | +6.4% |
| 39 | ICOW | PACER FDS TR | — | 79,058.0 | $3.1M | 0.46% | NEW | — | $38.68 | +8.9% |
| 40 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 3,249.0 | $2.8M | 0.42% | NEW | — | $862.55 | +9.7% |
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
39.9%
Financial Services
27.1%
Communication Services
8.7%
Consumer Cyclical
8.7%
Consumer Defensive
4.1%
Healthcare
4.0%
Industrials
3.8%
Utilities
2.2%
Basic Materials
0.8%
Energy
0.7%