Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PEP | PEPSICO INC | Consumer Defensive | 3,164.0 | $491K | 0.09% | -2K | -41.7% | $155.25 | -7.1% |
| 142 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 9,726.0 | $488K | 0.09% | -8K | -44.1% | $50.20 | -16.4% |
| 143 | — | FIRST TR EXCHANGE TRADED FD | — | 20,257.0 | $465K | 0.09% | +187.0 | +0.9% | $22.95 | — |
| 144 | JEDI | ETF SER SOLUTIONS | — | 18,075.0 | $462K | 0.09% | NEW | — | $25.58 | +12.4% |
| 145 | SPMO | INVESCO EXCH TRADED FD TR II | — | 4,021.0 | $451K | 0.09% | -97.0 | -2.4% | $112.11 | +34.5% |
| 146 | EMB | ISHARES TR | — | 4,651.0 | $437K | 0.08% | +206.0 | +4.6% | $93.93 | +2.4% |
| 147 | QGRW | WISDOMTREE TR | — | 7,992.0 | $427K | 0.08% | -267K | -97.1% | $53.43 | +21.9% |
| 148 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 5,470.0 | $427K | 0.08% | +39.0 | +0.7% | $78.03 | -20.0% |
| 149 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,736.0 | $421K | 0.08% | -4K | -67.0% | $242.30 | +19.5% |
| 150 | QCOM | QUALCOMM INC | Technology | 3,258.0 | $420K | 0.08% | -117.0 | -3.5% | $128.79 | +36.8% |
| 151 | XLV | SELECT SECTOR SPDR TR | — | 2,858.0 | $419K | 0.08% | — | — | $146.59 | +11.7% |
| 152 | MA | MASTERCARD INCORPORATED | Financial Services | 836.0 | $417K | 0.08% | — | — | $499.31 | +8.0% |
| 153 | ELM | SERIES PORTFOLIOS TR | — | 15,265.0 | $414K | 0.08% | NEW | — | $27.12 | +7.3% |
| 154 | MUB | ISHARES TR | — | 3,850.0 | $409K | 0.08% | -26.0 | -0.7% | $106.14 | +1.3% |
| 155 | SPEM | SPDR INDEX SHS FDS | — | 8,690.0 | $408K | 0.08% | +45.0 | +0.5% | $46.91 | +9.0% |
| 156 | FXH | FIRST TR EXCHANGE-TRADED FD | — | 3,709.0 | $407K | 0.08% | — | — | $109.77 | +15.0% |
| 157 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 2,463.0 | $403K | 0.08% | +256.0 | +11.6% | $163.57 | +12.6% |
| 158 | VGK | VANGUARD INTL EQUITY INDEX F | — | 4,881.0 | $402K | 0.08% | +880.0 | +22.0% | $82.44 | +8.4% |
| 159 | CSCO | CISCO SYS INC | Technology | 5,100.0 | $396K | 0.07% | — | — | $77.59 | +45.2% |
| 160 | CVX | CHEVRON CORPORATION | Energy | 1,858.0 | $384K | 0.07% | — | — | $206.89 | -18.2% |
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%