Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SPIB | SPDR SERIES TRUST | — | 51,715.0 | $1.7M | 0.33% | +435.0 | +0.8% | $33.54 | -0.5% |
| 42 | JMST | J P MORGAN EXCHANGE TRADED F | — | 32,443.0 | $1.7M | 0.32% | -115K | -78.0% | $50.98 | -0.2% |
| 43 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 45,514.0 | $1.6M | 0.31% | -3K | -6.9% | $35.44 | -12.5% |
| 44 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 85,001.0 | $1.6M | 0.31% | — | — | $18.94 | -0.3% |
| 45 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 10,993.0 | $1.6M | 0.31% | +541.0 | +5.2% | $146.28 | -11.1% |
| 46 | IVW | ISHARES TR | — | 13,744.0 | $1.6M | 0.30% | -77.0 | -0.6% | $113.11 | +19.5% |
| 47 | PANW | PALO ALTO NETWORKS INC | Technology | 9,673.0 | $1.6M | 0.29% | -253.0 | -2.5% | $160.32 | +117.9% |
| 48 | PAVE | GLOBAL X FDS | — | 30,081.0 | $1.5M | 0.29% | +412.0 | +1.4% | $50.81 | +12.0% |
| 49 | AGZ | ISHARES TR | — | 13,718.0 | $1.5M | 0.29% | +276.0 | +2.0% | $109.71 | -0.8% |
| 50 | TROW | PRICE T ROWE GROUP INC | Financial Services | 16,352.0 | $1.5M | 0.28% | NEW | — | $90.14 | +30.5% |
| 51 | JPM | JPMORGAN CHASE & CO | Financial Services | 4,935.0 | $1.5M | 0.28% | — | — | $294.20 | +13.8% |
| 52 | LLY | ELI LILLY & CO | Healthcare | 1,525.0 | $1.4M | 0.27% | — | — | $919.96 | +31.2% |
| 53 | YELP | YELP INC | Communication Services | 56,300.0 | $1.4M | 0.27% | NEW | — | $24.74 | +5.4% |
| 54 | ONEO | SPDR SERIES TRUST | — | 10,296.0 | $1.4M | 0.26% | — | — | $133.08 | +14.2% |
| 55 | XOM | EXXON MOBIL CORP | Energy | 8,058.0 | $1.4M | 0.26% | -1K | -14.7% | $169.67 | -19.2% |
| 56 | SPTM | SPDR SERIES TRUST | — | 16,711.0 | $1.3M | 0.25% | +143.0 | +0.9% | $79.06 | +14.2% |
| 57 | BX | BLACKSTONE INC | Financial Services | 11,465.0 | $1.3M | 0.25% | -3K | -22.8% | $114.98 | +5.8% |
| 58 | DGRO | ISHARES TR | — | 18,364.0 | $1.3M | 0.24% | -7K | -26.3% | $70.18 | +9.6% |
| 59 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,693.0 | $1.3M | 0.24% | +101.0 | +1.5% | $191.94 | +11.5% |
| 60 | VBR | VANGUARD INDEX FDS | — | 5,756.0 | $1.3M | 0.24% | -62.0 | -1.1% | $217.26 | +11.5% |
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
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%