Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,285.0 | $710K | 0.14% | -202.0 | -8.1% | $310.86 | -9.7% |
| 102 | PFIG | INVESCO EXCH TRADED FD TR II | — | 29,542.0 | $710K | 0.14% | +619.0 | +2.1% | $24.03 | -0.5% |
| 103 | C | CITIGROUP INC | Financial Services | 6,175.0 | $700K | 0.13% | -121.0 | -1.9% | $113.41 | +23.4% |
| 104 | VYM | VANGUARD WHITEHALL FDS | — | 4,671.0 | $692K | 0.13% | -2K | -26.1% | $148.10 | +7.7% |
| 105 | XLY | SELECT SECTOR SPDR TR | — | 6,257.0 | $682K | 0.13% | +186.0 | +3.1% | $108.99 | +7.4% |
| 106 | XLK | SELECT SECTOR SPDR TR | — | 5,131.0 | $682K | 0.13% | +264.0 | +5.4% | $132.89 | +35.8% |
| 107 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 5,045.0 | $672K | 0.13% | -52.0 | -1.0% | $133.11 | -15.6% |
| 108 | DGRW | WISDOMTREE TR | — | 7,603.0 | $668K | 0.13% | -167K | -95.6% | $87.84 | +9.1% |
| 109 | AMGN | AMGEN INC | Healthcare | 1,880.0 | $661K | 0.13% | — | — | $351.69 | +6.4% |
| 110 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17,130.0 | $658K | 0.12% | +2K | +11.2% | $38.42 | -9.2% |
| 111 | IVE | ISHARES TR | — | 3,101.0 | $655K | 0.12% | -7K | -69.4% | $211.17 | +9.0% |
| 112 | USRT | ISHARES TR | — | 11,050.0 | $654K | 0.12% | +184.0 | +1.7% | $59.19 | +14.0% |
| 113 | — | FIRST TR HIGH YIELD OPPRT 20 | — | 48,266.0 | $653K | 0.12% | -7K | -12.8% | $13.53 | — |
| 114 | RS | RELIANCE INC | Basic Materials | 2,116.0 | $643K | 0.12% | — | — | $303.92 | +22.4% |
| 115 | V | VISA INC | Financial Services | 2,102.0 | $635K | 0.12% | — | — | $302.26 | +16.2% |
| 116 | ETN | EATON CORP PLC | Industrials | 1,772.0 | $634K | 0.12% | +21.0 | +1.2% | $357.62 | +11.4% |
| 117 | SLYV | SPDR SERIES TRUST | — | 6,664.0 | $630K | 0.12% | +56.0 | +0.8% | $94.58 | +14.3% |
| 118 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,850.0 | $625K | 0.12% | +120.0 | +6.9% | $337.95 | +28.5% |
| 119 | SPDW | SPDR INDEX SHS FDS | — | 13,597.0 | $621K | 0.12% | -137K | -91.0% | $45.65 | +9.7% |
| 120 | XLG | INVESCO EXCHANGE TRADED FD T | — | 11,348.0 | $619K | 0.12% | +398.0 | +3.6% | $54.55 | +11.3% |
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%