Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FALN | ISHARES TR | — | 45,235.0 | $1.2M | 0.19% | NEW | — | $27.30 | -0.5% |
| 82 | VBR | VANGUARD INDEX FDS | — | 5,818.0 | $1.2M | 0.19% | NEW | — | $211.78 | +14.4% |
| 83 | SPYD | SPDR SERIES TRUST | — | 28,291.0 | $1.2M | 0.18% | NEW | — | $43.25 | +11.5% |
| 84 | BAC | BANK AMERICA CORP | Financial Services | 21,825.0 | $1.2M | 0.18% | NEW | — | $55.00 | +6.9% |
| 85 | — | SPDR SERIES TRUST | — | 37,003.0 | $1.2M | 0.18% | NEW | — | $32.11 | — |
| 86 | CEG | CONSTELLATION ENERGY CORP | Utilities | 3,302.0 | $1.2M | 0.18% | NEW | — | $353.26 | -32.2% |
| 87 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 8,132.0 | $1.2M | 0.18% | NEW | — | $143.33 | +5.3% |
| 88 | XOM | EXXON MOBIL CORP | Energy | 9,442.0 | $1.1M | 0.17% | NEW | — | $120.36 | +14.0% |
| 89 | SMLV | SPDR SERIES TRUST | — | 8,659.0 | $1.1M | 0.17% | NEW | — | $131.13 | +20.7% |
| 90 | HD | HOME DEPOT INC | Consumer Cyclical | 3,271.0 | $1.1M | 0.17% | NEW | — | $344.29 | +3.0% |
| 91 | QTUM | ETF SER SOLUTIONS | — | 10,091.0 | $1.1M | 0.17% | NEW | — | $109.69 | +41.5% |
| 92 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 42,144.0 | $1.1M | 0.17% | NEW | — | $26.24 | +10.4% |
| 93 | VOOG | VANGUARD ADMIRAL FDS INC | — | 2,467.0 | $1.1M | 0.17% | NEW | — | $444.61 | -81.7% |
| 94 | SLV | ISHARES SILVER TR | Financial Services | 16,936.0 | $1.1M | 0.17% | NEW | — | $64.42 | -14.7% |
| 95 | SPTI | SPDR SERIES TRUST | — | 37,191.0 | $1.1M | 0.16% | NEW | — | $28.84 | -1.9% |
| 96 | ECOW | PACER FDS TR | — | 43,911.0 | $1.1M | 0.16% | NEW | — | $24.40 | +9.0% |
| 97 | RTX | RTX CORPORATION | Industrials | 5,803.0 | $1.1M | 0.16% | NEW | — | $183.42 | +7.5% |
| 98 | BBIN | J P MORGAN EXCHANGE TRADED F | — | 14,470.0 | $1.0M | 0.16% | NEW | — | $72.32 | +8.4% |
| 99 | IWM | ISHARES TR | — | 4,066.0 | $1.0M | 0.15% | NEW | — | $246.17 | +20.6% |
| 100 | VEU | VANGUARD INTL EQUITY INDEX F | — | 13,255.0 | $975K | 0.15% | NEW | — | $73.56 | +12.6% |
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
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%