Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | DES | WISDOMTREE TR | — | 17,129.0 | $616K | 0.12% | -146.0 | -0.8% | $35.94 | +13.2% |
| 122 | CWEN | CLEARWAY ENERGY INC | Utilities | 15,345.0 | $603K | 0.12% | -156.0 | -1.0% | $39.29 | -17.8% |
| 123 | VEA | VANGUARD TAX-MANAGED FDS | — | 9,298.0 | $596K | 0.11% | — | — | $64.09 | +14.0% |
| 124 | MDYV | SPDR SERIES TRUST | — | 6,943.0 | $591K | 0.11% | +60.0 | +0.9% | $85.15 | +11.8% |
| 125 | EFA | ISHARES TR | — | 6,029.0 | $586K | 0.11% | +2K | +42.4% | $97.12 | +11.2% |
| 126 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 691.0 | $585K | 0.11% | — | — | $847.02 | +22.3% |
| 127 | SCHG | SCHWAB STRATEGIC TR | — | 18,804.0 | $548K | 0.10% | -431.0 | -2.2% | $29.13 | +20.7% |
| 128 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 4,897.0 | $543K | 0.10% | NEW | — | $110.80 | +1.4% |
| 129 | QHY | WISDOMTREE TR | — | 11,867.0 | $540K | 0.10% | -33K | -73.8% | $45.54 | +0.7% |
| 130 | ALB | ALBEMARLE CORP | Basic Materials | 2,997.0 | $538K | 0.10% | +306.0 | +11.4% | $179.52 | -21.2% |
| 131 | IWD | ISHARES TR | — | 2,504.0 | $535K | 0.10% | — | — | $213.67 | +20.9% |
| 132 | VB | VANGUARD INDEX FDS | — | 2,002.0 | $524K | 0.10% | +193.0 | +10.7% | $261.92 | +15.6% |
| 133 | XLI | SELECT SECTOR SPDR TR | — | 3,242.0 | $524K | 0.10% | +648.0 | +25.0% | $161.71 | +10.7% |
| 134 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,324.0 | $517K | 0.10% | +51.0 | +4.0% | $97.60 | +95.4% |
| 135 | BND | VANGUARD BD INDEX FDS | — | 7,019.0 | $517K | 0.10% | +2K | +46.3% | $73.64 | -1.7% |
| 136 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,219.0 | $514K | 0.10% | -27.0 | -0.8% | $159.70 | -11.9% |
| 137 | ONEY | SPDR SERIES TRUST | — | 4,241.0 | $509K | 0.10% | -55.0 | -1.3% | $120.04 | +13.5% |
| 138 | ABBV | ABBVIE INC | Healthcare | 2,315.0 | $503K | 0.10% | +21.0 | +0.9% | $217.49 | +21.6% |
| 139 | LGLV | SPDR SERIES TRUST | — | 2,801.0 | $499K | 0.10% | — | — | $178.09 | +6.6% |
| 140 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 9,408.0 | $496K | 0.09% | — | — | $52.76 | +15.5% |
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
39.3%
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%