Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FALN | ISHARES TR | — | 46,210.0 | $1.2M | 0.23% | +975.0 | +2.2% | $26.72 | +1.2% |
| 62 | SPYD | SPDR SERIES TRUST | — | 27,113.0 | $1.2M | 0.23% | -1K | -4.2% | $45.52 | +11.2% |
| 63 | MGK | VANGUARD WORLD FD | — | 3,324.0 | $1.2M | 0.23% | +24.0 | +0.7% | $367.42 | -75.9% |
| 64 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 8,261.0 | $1.2M | 0.23% | +129.0 | +1.6% | $144.43 | +1.2% |
| 65 | — | SPDR SERIES TRUST | — | 38,210.0 | $1.2M | 0.23% | +1K | +3.3% | $31.08 | — |
| 66 | SMLV | SPDR SERIES TRUST | — | 8,645.0 | $1.2M | 0.23% | — | — | $137.08 | +16.5% |
| 67 | VEU | VANGUARD INTL EQUITY INDEX F | — | 15,303.0 | $1.1M | 0.22% | +2K | +15.4% | $75.10 | +13.5% |
| 68 | IWF | ISHARES TR | — | 2,642.0 | $1.1M | 0.21% | — | — | $426.46 | -71.6% |
| 69 | QTUM | ETF SER SOLUTIONS | — | 10,341.0 | $1.1M | 0.21% | +250.0 | +2.5% | $107.29 | +37.3% |
| 70 | IWM | ISHARES TR | — | 4,455.0 | $1.1M | 0.21% | +389.0 | +9.6% | $248.03 | +20.2% |
| 71 | RTX | RTX CORPORATION | Industrials | 5,724.0 | $1.1M | 0.21% | -79.0 | -1.4% | $192.90 | +8.3% |
| 72 | SPTI | SPDR SERIES TRUST | — | 38,051.0 | $1.1M | 0.21% | +860.0 | +2.3% | $28.66 | -2.0% |
| 73 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 42,579.0 | $1.1M | 0.21% | +435.0 | +1.0% | $25.55 | +14.7% |
| 74 | VIG | VANGUARD SPECIALIZED FUNDS | — | 5,041.0 | $1.1M | 0.21% | -3K | -34.4% | $215.07 | +13.6% |
| 75 | HD | HOME DEPOT INC | Consumer Cyclical | 3,267.0 | $1.1M | 0.20% | — | — | $328.96 | +2.5% |
| 76 | BAC | BANK AMERICA CORP | Financial Services | 21,873.0 | $1.1M | 0.20% | — | — | $48.75 | +28.0% |
| 77 | BBIN | J P MORGAN EXCHANGE TRADED F | — | 14,497.0 | $1.1M | 0.20% | — | — | $73.12 | +11.0% |
| 78 | HGRO | ETF OPPORTUNITIES TRUST | — | 37,754.0 | $1.1M | 0.20% | +9K | +32.1% | $27.90 | +9.2% |
| 79 | AGGY | WISDOMTREE TR | — | 23,508.0 | $1.0M | 0.19% | -181K | -88.5% | $43.45 | -1.5% |
| 80 | SMH | VANECK ETF TRUST | — | 2,459.0 | $943K | 0.18% | +81.0 | +3.4% | $383.39 | +43.1% |
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
39.3%
Financial Services
28.0%
Consumer Cyclical
7.8%
Communication Services
7.6%
Healthcare
4.6%
Industrials
4.5%
Consumer Defensive
4.4%
Utilities
1.8%
Basic Materials
1.1%
Energy
1.0%