Portfolio (Quarterly)
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Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | EXC | EXELON CORP | Utilities | 7,834.0 | $384K | 0.07% | — | — | $49.02 | -2.3% |
| 162 | EFAX | SPDR INDEX SHS FDS | — | 7,561.0 | $376K | 0.07% | +105.0 | +1.4% | $49.77 | +9.4% |
| 163 | UVSP | UNIVEST FINANCIAL CORPORATIO | Financial Services | 10,750.0 | $368K | 0.07% | -1K | -8.5% | $34.26 | +31.8% |
| 164 | UBER | UBER TECHNOLOGIES INC | Technology | 5,085.0 | $366K | 0.07% | -511.0 | -9.1% | $71.93 | +3.5% |
| 165 | GD | GENERAL DYNAMICS CORP | Industrials | 1,065.0 | $366K | 0.07% | -525.0 | -33.0% | $343.22 | +8.8% |
| 166 | IJK | ISHARES TR | — | 3,600.0 | $362K | 0.07% | — | — | $100.63 | +14.4% |
| 167 | IHDG | WISDOMTREE TR | — | 7,398.0 | $356K | 0.07% | -1K | -12.6% | $48.15 | +9.7% |
| 168 | ORCL | ORACLE CORP | Technology | 2,389.0 | $352K | 0.07% | -737.0 | -23.6% | $147.17 | -4.7% |
| 169 | NEM | NEWMONT CORP | Basic Materials | 3,191.0 | $345K | 0.07% | -18.0 | -0.6% | $108.24 | -10.3% |
| 170 | USAI | PACER FDS TR | — | 7,195.0 | $338K | 0.06% | — | — | $46.99 | -3.7% |
| 171 | — | MOOG INC | — | 1,150.0 | $336K | 0.06% | — | — | $292.44 | — |
| 172 | CLX | CLOROX CO DEL | Consumer Defensive | 3,222.0 | $334K | 0.06% | +59.0 | +1.9% | $103.63 | -6.1% |
| 173 | LRCX | LAM RESEARCH CORP | Technology | 1,560.0 | $333K | 0.06% | -151.0 | -8.8% | $213.66 | +64.5% |
| 174 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 11,319.0 | $328K | 0.06% | — | — | $28.95 | -8.2% |
| 175 | APH | AMPHENOL CORP | Technology | 2,579.0 | $326K | 0.06% | -18.0 | -0.7% | $126.35 | +30.3% |
| 176 | DVY | ISHARES TR | — | 2,135.0 | $323K | 0.06% | +25.0 | +1.2% | $151.37 | +5.1% |
| 177 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 6,066.0 | $321K | 0.06% | — | — | $52.85 | +5.3% |
| 178 | BLK | BLACKROCK INC | Financial Services | 333.0 | $320K | 0.06% | -23.0 | -6.5% | $961.83 | +3.5% |
| 179 | VHT | VANGUARD WORLD FD | — | 1,170.0 | $319K | 0.06% | — | — | $272.37 | +13.2% |
| 180 | SPAB | SPDR SERIES TRUST | — | 12,422.0 | $318K | 0.06% | — | — | $25.62 | -0.9% |
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%