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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TLH | ISHARES TR | — | 26,506.0 | $2.7M | 0.41% | NEW | — | $101.67 | -1.9% |
| 42 | TSLA | TESLA INC | Consumer Cyclical | 5,647.0 | $2.5M | 0.38% | NEW | — | $449.72 | -11.7% |
| 43 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 29,805.0 | $2.5M | 0.38% | NEW | — | $83.67 | +18.0% |
| 44 | DFII | FIRST TR EXCHANGE-TRADED FD | — | 134,364.0 | $2.4M | 0.36% | NEW | — | $17.85 | -35.9% |
| 45 | VOT | VANGUARD INDEX FDS | — | 8,380.0 | $2.3M | 0.35% | NEW | — | $279.15 | +8.1% |
| 46 | BX | BLACKSTONE INC | Financial Services | 14,841.0 | $2.3M | 0.35% | NEW | — | $154.12 | -20.8% |
| 47 | NFLX | NETFLIX INC | Communication Services | 24,154.0 | $2.3M | 0.34% | NEW | — | $93.76 | -18.2% |
| 48 | WFC | WELLS FARGO CO NEW | Financial Services | 24,259.0 | $2.3M | 0.34% | NEW | — | $93.20 | -8.1% |
| 49 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 37,650.0 | $2.3M | 0.34% | NEW | — | $59.93 | -0.3% |
| 50 | VBK | VANGUARD INDEX FDS | — | 7,370.0 | $2.2M | 0.34% | NEW | — | $302.11 | +18.8% |
| 51 | IVE | ISHARES TR | — | 10,148.0 | $2.2M | 0.33% | NEW | — | $212.07 | +8.3% |
| 52 | MRK | MERCK & CO INC | Healthcare | 20,324.0 | $2.1M | 0.32% | NEW | — | $105.26 | +22.1% |
| 53 | INTC | INTEL CORP | Technology | 56,955.0 | $2.1M | 0.32% | NEW | — | $36.90 | +233.2% |
| 54 | QHY | WISDOMTREE TR | — | 45,215.0 | $2.1M | 0.32% | NEW | — | $46.44 | -1.2% |
| 55 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 103,711.0 | $2.1M | 0.32% | NEW | — | $20.12 | -4.6% |
| 56 | JNJ | JOHNSON & JOHNSON | Healthcare | 10,047.0 | $2.1M | 0.32% | NEW | — | $206.95 | +25.9% |
| 57 | EPI | WISDOMTREE TR | — | 44,844.0 | $2.1M | 0.31% | NEW | — | $46.29 | -7.4% |
| 58 | AXP | AMERICAN EXPRESS CO | Financial Services | 5,590.0 | $2.1M | 0.31% | NEW | — | $369.97 | -5.7% |
| 59 | META | META PLATFORMS INC | Communication Services | 2,952.0 | $2.0M | 0.29% | NEW | — | $660.68 | -11.0% |
| 60 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 10,452.0 | $1.9M | 0.28% | NEW | — | $177.75 | -27.5% |
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%