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 | HYTI | FIRST TR EXCHANGE-TRADED FD | — | 189,193.0 | $3.6M | 0.69% | -2K | -0.8% | $19.26 | -1.0% |
| 22 | VGT | VANGUARD WORLD FD | — | 5,116.0 | $3.6M | 0.68% | — | — | $697.79 | -83.6% |
| 23 | SPYM | SPDR SERIES TRUST | — | 44,722.0 | $3.4M | 0.65% | +3K | +7.2% | $76.54 | +14.5% |
| 24 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 3,366.0 | $3.4M | 0.64% | +117.0 | +3.6% | $996.73 | -4.5% |
| 25 | HECA | ETF OPPORTUNITIES TRUST | — | 110,976.0 | $3.2M | 0.61% | +82K | +283.5% | $28.87 | -5.2% |
| 26 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 135,888.0 | $2.7M | 0.51% | +32K | +31.0% | $19.58 | -1.8% |
| 27 | INTC | INTEL CORP | Technology | 56,979.0 | $2.5M | 0.48% | — | — | $44.13 | +172.7% |
| 28 | JNJ | JOHNSON & JOHNSON | Healthcare | 9,948.0 | $2.4M | 0.46% | -99.0 | -1.0% | $244.47 | +7.6% |
| 29 | MRK | MERCK & CO INC | Healthcare | 20,086.0 | $2.4M | 0.46% | -238.0 | -1.2% | $120.29 | +7.7% |
| 30 | DFII | FIRST TR EXCHANGE-TRADED FD | — | 181,464.0 | $2.4M | 0.46% | +47K | +35.0% | $13.30 | -14.4% |
| 31 | NFLX | NETFLIX INC. | Communication Services | 24,639.0 | $2.4M | 0.45% | +485.0 | +2.0% | $96.15 | -19.2% |
| 32 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 29,805.0 | $2.2M | 0.43% | — | — | $75.39 | +32.8% |
| 33 | VBK | VANGUARD INDEX FDS | — | 7,351.0 | $2.2M | 0.42% | — | — | $302.23 | +18.4% |
| 34 | VOT | VANGUARD INDEX FDS | — | 8,080.0 | $2.1M | 0.40% | -300.0 | -3.6% | $257.34 | +17.1% |
| 35 | META | META PLATFORMS INC | Communication Services | 3,431.0 | $2.0M | 0.37% | +479.0 | +16.2% | $572.17 | +1.9% |
| 36 | WFC | WELLS FARGO & CO | Financial Services | 24,377.0 | $1.9M | 0.37% | — | — | $79.61 | +7.4% |
| 37 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 31,814.0 | $1.9M | 0.36% | -6K | -15.5% | $59.78 | -0.0% |
| 38 | TSLA | TESLA INC | Consumer Cyclical | 4,965.0 | $1.8M | 0.35% | -682.0 | -12.1% | $371.75 | +5.7% |
| 39 | WMT | WALMART INC | Consumer Defensive | 14,568.0 | $1.8M | 0.34% | — | — | $124.27 | -10.0% |
| 40 | VOE | VANGUARD INDEX FDS | — | 9,785.0 | $1.8M | 0.34% | -91.0 | -0.9% | $184.28 | +8.6% |
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%