Insight Advisors, Llc/ Pa
CIK Number: 0001844880
574.99M
Market Value
275
# of Holdings
13 months
Avg. Holding Period
36.72%
Win Rate
15.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAOS | EA Series Trust... | 88.97 | +0.12% | 1.92M | +4.86% | 167.58M | 78.29 | 28.28% |
| 2 | BOXX | Alpha Architect... | 112.46 | -0.01% | 265.15K | -24.25% | 29.22M | 102.46 | 4.93% |
| 3 | AAPL | Apple Inc. | 195.57 | -1.44% | 94.98K | -1.53% | 23.96M | 132.12 | 4.04% |
| 4 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 167.07K | -2.71% | 22.97M | 21.99 | 3.88% |
| 5 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 28.13K | +24.54% | 16.55M | 512.59 | 2.79% |
| 6 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 48.48K | +0.95% | 10.73M | 161.89 | 1.81% |
| 7 | QGRW | Wisdomtree U.S.... | 50.29 | -0.87% | 198.35K | +18.69% | 9.86M | 44.51 | 1.66% |
| 8 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 109.7K | +8.77% | 8.88M | 66.34 | 1.50% |
| 9 | AGGY | WisdomTree Yiel... | 43.23 | +0.32% | 192.22K | +20.92% | 8.25M | 44.26 | 1.39% |
| 10 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 18.8K | -2.53% | 7.99M | 250.79 | 1.35% |
| 11 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 33K | -1.24% | 7.78M | 77.12 | 1.31% |
| 12 | USMF | WisdomTree U.S.... | 50.28 | -0.82% | 145.6K | +6.74% | 7.24M | 42.82 | 1.22% |
| 13 | SPDW | SPDR Portfolio ... | 39.95 | -1.27% | 176.69K | +10.99% | 6.04M | 35.37 | 1.02% |
| 14 | VUG | Vanguard Growth... | 420.16 | -0.82% | 14.52K | -7.55% | 6.01M | 253.49 | 1.01% |
| 15 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 11.65K | +25.30% | 6.01M | 432.65 | 1.01% |
| 16 | FTSM | First Trust Enh... | 59.91 | -0.01% | 94.61K | -2.71% | 5.65M | 59.56 | 0.95% |
| 17 | JMST | JPMorgan Ultra-... | 50.84 | +0.05% | 109.37K | -12.42% | 5.56M | 50.69 | 0.94% |
| 18 | IHDG | WisdomTree Inte... | 45.18 | -0.64% | 119.51K | +19.21% | 5.19M | 44.66 | 0.88% |
| 19 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 25.45K | +0.02% | 4.87M | 110.2 | 0.82% |
| 20 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 8.76K | +5.71% | 4.74M | 457.49 | 0.80% |
| 21 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 168.05K | +243.94% | 4.58M | 26.38 | 0.77% |
| 22 | IVV | iShares Core S&... | 598.51 | -0.87% | 6.75K | 0.00% | 3.99M | 387.68 | 0.67% |
| 23 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 8.32K | -3.27% | 3.76M | 354.78 | 0.63% |
| 24 | COWZ | Pacer US Cash C... | 54.70 | -0.92% | 66.48K | -6.92% | 3.73M | 50.01 | 0.63% |
| 25 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 8.9K | -8.61% | 3.71M | 231.84 | 0.63% |
| 26 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 70.61K | -11.14% | 3.57M | 50.54 | 0.60% |
| 27 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 17.92K | +0.72% | 3.45M | 140.17 | 0.58% |
| 28 | MTGP | WisdomTree Mort... | 43.62 | +0.23% | 78.61K | +24.76% | 3.39M | 43.4 | 0.57% |
| 29 | CALF | Pacer US Small ... | 39.43 | -0.68% | 75.18K | -3.01% | 3.3M | 43.1 | 0.56% |
| 30 | VTV | Vanguard Value ... | 172.71 | -0.87% | 19.22K | -2.57% | 3.25M | 121.44 | 0.55% |
| 31 | VGT | Vanguard Inform... | 629.24 | -0.73% | 5.04K | +1.45% | 3.17M | 413.8 | 0.53% |
| 32 | COST | Costco Wholesal... | 977.59 | -0.69% | 3.29K | +0.24% | 3.03M | 490.98 | 0.51% |
| 33 | SIGI | Selective Insur... | 84.92 | -0.38% | 29.8K | 0.00% | 2.78M | 66.98 | 0.47% |
| 34 | XSOE | WisdomTree Emer... | 33.40 | -1.24% | 87.13K | +6.98% | 2.67M | 33.19 | 0.45% |
| 35 | IGLD | FT Cboe Vest Go... | 22.04 | -0.04% | 137.37K | -4.48% | 2.58M | 20.27 | 0.44% |
| 36 | BX | Blackstone Inc. | 135.67 | -1.87% | 14.81K | -2.25% | 2.55M | 77.36 | 0.43% |
| 37 | FSIG | First Trust Lim... | 19.05 | +0.05% | 131.32K | -2.15% | 2.48M | 18.83 | 0.42% |
| 38 | IJH | iShares Core S&... | 60.20 | -0.88% | 39.82K | +13.22% | 2.48M | 58.59 | 0.42% |
| 39 | VIG | Vanguard Divide... | 199.44 | -0.85% | 12.43K | -20.15% | 2.43M | 144.87 | 0.41% |
| 40 | MRK | Merck & Co., In... | 78.33 | -3.25% | 24.3K | -1.91% | 2.39M | 87.45 | 0.40% |
| 41 | ICOW | Pacer Developed... | 33.77 | -1.14% | 80.94K | +22.54% | 2.35M | 30.93 | 0.40% |
| 42 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 2.58K | +1.37% | 2.33M | 439.76 | 0.39% |
| 43 | DGRO | iShares Core Di... | 62.20 | -0.9% | 37.91K | -2.02% | 2.32M | 52.07 | 0.39% |
| 44 | META | Meta Platforms,... | 697.17 | -0.7% | 3.73K | +2.70% | 2.21M | 307.55 | 0.37% |
| 45 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 8.56K | -0.17% | 2.18M | 212.22 | 0.37% |
| 46 | TLH | iShares 10-20 Y... | 99.92 | +0.98% | 21.77K | +24.56% | 2.17M | 102.53 | 0.37% |
| 47 | VBK | Vanguard Small ... | 268.41 | -0.83% | 7.38K | -1.17% | 2.07M | 267.15 | 0.35% |
| 48 | DGS | WisdomTree Emer... | 54.01 | -1.19% | 40.72K | +9.02% | 1.99M | 48.78 | 0.34% |
| 49 | EES | WisdomTree U.S.... | 49.69 | -1.01% | 36.69K | +1.49% | 1.97M | 44.1 | 0.33% |
| 50 | AMD | Advanced Micro ... | 127.15 | +0.60% | 16.09K | +6.74% | 1.97M | 90.59 | 0.33% |
| 51 | DXJ | WisdomTree Japa... | 112.58 | -0.87% | 17K | +20.56% | 1.87M | 106.73 | 0.32% |
| 52 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 26.19K | +20.29% | 1.81M | 52.4 | 0.31% |
| 53 | AXP | American Expres... | 292.69 | -0.52% | 6.01K | -2.26% | 1.79M | 123.37 | 0.30% |
| 54 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 9.69K | +106.78% | 1.79M | 108.07 | 0.30% |
| 55 | IVW | iShares S&P 500... | 105.37 | -0.85% | 16.72K | +1.22% | 1.71M | 65.31 | 0.29% |
| 56 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 23.95K | -0.27% | 1.69M | 30.57 | 0.28% |
| 57 | SPIB | SPDR Portfolio ... | 33.23 | +0.15% | 50.41K | -1.72% | 1.65M | 35.7 | 0.28% |
| 58 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 10.09K | -0.24% | 1.63M | 119.56 | 0.27% |
| 59 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 11.02K | -1.51% | 1.58M | 160.44 | 0.27% |
| 60 | WMT | Walmart Inc. | 94.21 | -0.08% | 17.29K | -13.64% | 1.57M | 49.31 | 0.26% |
| 61 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 29.69K | +16.75% | 1.49M | 50.3 | 0.25% |
| 62 | PG | The Procter & G... | 158.46 | -1.5% | 8.93K | +0.16% | 1.49M | 141.72 | 0.25% |
| 63 | CWH | Camping World H... | 18.21 | -4.18% | 70.22K | -2.62% | 1.46M | 28.26 | 0.25% |
| 64 | HD | The Home Depot,... | 348.70 | -1.37% | 3.75K | -0.42% | 1.46M | 274.64 | 0.25% |
| 65 | WFHY | WisdomTree U.S.... | 44.99 | +0.40% | 32.26K | +20.14% | 1.46M | 44.95 | 0.25% |
| 66 | PEG | Public Service ... | 81.00 | -0.2% | 17.01K | -0.08% | 1.44M | 58.99 | 0.24% |
| 67 | ONEO | SPDR Russell 10... | 120.39 | -0.31% | 11.07K | -2.15% | 1.31M | 90.22 | 0.22% |
| 68 | AGZ | iShares Agency ... | 108.93 | +0.12% | 12.15K | +27.93% | 1.31M | 108.55 | 0.22% |
| 69 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 3.62K | -1.53% | 1.25M | 217.29 | 0.21% |
| 70 | INTC | Intel Corporati... | 20.79 | +0.24% | 61.01K | -17.64% | 1.21M | 23.46 | 0.20% |
| 71 | SPYD | SPDR Portfolio ... | 42.17 | -1.06% | 27.96K | -2.12% | 1.2M | 34.86 | 0.20% |
| 72 | IBM | International B... | 283.06 | +0.44% | 5.41K | -2.52% | 1.19M | 127.18 | 0.20% |
| 73 | FALN | iShares Fallen ... | 26.75 | -0.06% | 44.55K | +2.24% | 1.19M | 28.32 | 0.20% |
| 74 | SMLV | SPDR SSGA US Sm... | 123.19 | -0.22% | 9.31K | -5.09% | 1.19M | 99.41 | 0.20% |
| 75 | VBR | Vanguard Small ... | 189.47 | -1.04% | 5.86K | -0.09% | 1.16M | 143.11 | 0.20% |
| 76 | PAVE | Global X U.S. I... | 42.01 | -0.91% | 28.34K | +2.73% | 1.15M | 29.39 | 0.19% |
| 77 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 40.51K | +174.25% | 1.14M | 18.32 | 0.19% |
| 78 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 6.48K | -0.54% | 1.13M | 148.85 | 0.19% |
| 79 | SPTM | SPDR Portfolio ... | 72.45 | -0.88% | 15.81K | -1.38% | 1.13M | 47.09 | 0.19% |
| 80 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 4.72K | +0.51% | 1.13M | 136.01 | 0.19% |
| 81 | VOOG | Vanguard S&P 50... | 380.38 | -0.96% | 3.06K | -1.16% | 1.13M | 230.08 | 0.19% |
| 82 | IWF | iShares Russell... | 406.54 | -0.88% | 2.7K | +4.93% | 1.09M | 258.78 | 0.18% |
| 83 | IBND | SPDR Bloomberg ... | 31.59 | -0.58% | 38.15K | +15.08% | 1.09M | 32.06 | 0.18% |
| 84 | AOA | iShares Core Ag... | 80.94 | -0.85% | 13.23K | -1.64% | 1.01M | 66.7 | 0.17% |
| 85 | EPS | WisdomTree U.S.... | 62.18 | -0.79% | 16.25K | -36.24% | 997.38K | 46.56 | 0.17% |
| 86 | BAC | Bank of America... | 44.23 | -0.41% | 22.55K | -0.56% | 990.29K | 37.7 | 0.17% |
| 87 | FV | First Trust Dor... | 57.13 | -1.05% | 15.62K | -17.63% | 926.45K | 46.84 | 0.16% |
| 88 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 6.07K | -4.35% | 921.35K | 156.75 | 0.16% |
| 89 | NOBL | ProShares S&P 5... | 99.17 | -1.11% | 9.25K | -33.15% | 917.94K | 86.46 | 0.15% |
| 90 | RDVI | FT Cboe Vest Ri... | 24.07 | -0.78% | 37.45K | +18.59% | 904.89K | 22.43 | 0.15% |
| 91 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 8.52K | +0.55% | 901.2K | 79.87 | 0.15% |
| 92 | FBND | Fidelity Total ... | 45.37 | +0.31% | 19.48K | +28.84% | 875.39K | 45.04 | 0.15% |
| 93 | BUG | Global X Cybers... | 36.21 | -0.14% | 26.73K | -19.45% | 860.44K | 27.89 | 0.15% |
| 94 | SPLB | SPDR Portfolio ... | 22.14 | +0.64% | 38.43K | +0.62% | 858.46K | 27.63 | 0.14% |
| 95 | SPTI | SPDR Portfolio ... | 28.46 | +0.28% | 30.53K | +2.07% | 852.15K | 31.86 | 0.14% |
| 96 | BBIN | JPMorgan BetaBu... | 66.50 | -1.51% | 14.73K | +1.24% | 840.42K | 57.78 | 0.14% |
| 97 | IJR | iShares Core S&... | 105.81 | -1.09% | 7.13K | +3.14% | 819.37K | 96.27 | 0.14% |
| 98 | MCD | McDonald's Corp... | 292.33 | -1.33% | 2.75K | -2.99% | 797.66K | 225.29 | 0.13% |
| 99 | DON | WisdomTree U.S.... | 48.98 | -0.77% | 15.47K | -27.51% | 785.56K | 45.11 | 0.13% |
| 100 | FTLS | First Trust Lon... | 65.16 | -0.26% | 11.84K | -28.96% | 782.35K | 47.46 | 0.13% |
| 101 | PCAR | PACCAR Inc | 91.08 | -1.75% | 7.36K | 0.00% | 762.99K | 67.29 | 0.13% |
| 102 | VEU | Vanguard FTSE A... | 65.74 | -1.28% | 13.14K | -2.48% | 754.35K | 58.32 | 0.13% |
| 103 | DES | WisdomTree U.S.... | 31.13 | -0.8% | 21.23K | -2.38% | 725.36K | 29.06 | 0.12% |
| 104 | AMP | Ameriprise Fina... | 506.40 | -1.27% | 1.34K | -2.12% | 710.92K | 197.28 | 0.12% |
| 105 | VZ | Verizon Communi... | 41.85 | -1.52% | 17.79K | -2.75% | 704.47K | 53.79 | 0.12% |
| 106 | XLY | Consumer Discre... | 210.37 | -1.71% | 3.09K | -3.11% | 698.15K | 170.57 | 0.12% |
| 107 | GBTC | Grayscale Bitco... | 82.53 | -3.65% | 9.35K | +1.19% | 698.05K | 62.32 | 0.12% |
| 108 | BAH | Booz Allen Hami... | 102.28 | +0.10% | 5.42K | +0.15% | 695.83K | 88.61 | 0.12% |
| 109 | CLOU | Global X Cloud ... | 22.88 | -0.48% | 28.69K | -19.65% | 691.76K | 19.74 | 0.12% |
| 110 | LMT | Lockheed Martin... | 478.69 | +2.49% | 1.41K | -3.56% | 681.29K | 466.26 | 0.12% |
| 111 | SITE | SiteOne Landsca... | 116.65 | -2.52% | 5.1K | -0.08% | 669.89K | 158.71 | 0.11% |
| 112 | DLS | WisdomTree Inte... | 73.34 | -0.58% | 10.63K | -23.02% | 668.87K | 64.47 | 0.11% |
| 113 | LLY | Eli Lilly and C... | 791.46 | -2% | 863 | -8.68% | 668.38K | 422.08 | 0.11% |
| 114 | IWM | iShares Russell... | 208.41 | -1.12% | 3.02K | +8.23% | 667.54K | 201.18 | 0.11% |
| 115 | USRT | iShares Core U.... | 56.70 | -0.23% | 11.44K | -2.37% | 648.07K | 49.38 | 0.11% |
| 116 | PYPL | PayPal Holdings... | 70.64 | -2.23% | 7.57K | -0.66% | 647.05K | 183.58 | 0.11% |
| 117 | XLV | Health Care Sel... | 133.47 | -1.65% | 4.65K | -10.15% | 637.71K | 124.6 | 0.11% |
| 118 | LGLV | SPDR SSGA US La... | 172.40 | -0.62% | 3.85K | -2.65% | 635.53K | 135.63 | 0.11% |
| 119 | RTX | RTX Corporation | 148.49 | +1.39% | 5.46K | +0.29% | 628.73K | 90.22 | 0.11% |
| 120 | ONEY | SPDR Russell 10... | 107.58 | -0.88% | 5.79K | -0.65% | 628.44K | 93.96 | 0.11% |
| 121 | ARKF | ARK Fintech Inn... | 45.23 | -1.56% | 16.58K | +5.81% | 621.59K | 28.12 | 0.10% |
| 122 | SPMO | Invesco S&P 500... | 106.68 | -0.86% | 6.5K | -12.8% | 620.79K | 57.03 | 0.10% |
| 123 | QTUM | Defiance Quantu... | 88.45 | -0.85% | 7.56K | +16.48% | 619.6K | 65.25 | 0.10% |
| 124 | CLX | The Clorox Comp... | 122.09 | -1.48% | 3.8K | -5.64% | 612.98K | 165.24 | 0.10% |
| 125 | F | Ford Motor Comp... | 10.41 | -1.93% | 61.65K | -0.1% | 609.09K | 13.2 | 0.10% |
| 126 | XLE | Energy Select S... | 88.69 | +0.97% | 7.13K | -11.36% | 602.26K | 73.52 | 0.10% |
| 127 | DE | Deere & Company | 522.91 | -0.29% | 1.42K | +2.83% | 601.72K | 340.1 | 0.10% |
| 128 | VTI | Vanguard Total ... | 293.93 | -0.86% | 2.06K | -2.65% | 598.85K | 226.07 | 0.10% |
| 129 | CEG | Constellation E... | 305.70 | -0.75% | 2.64K | +0.57% | 597.94K | 84.2 | 0.10% |
| 130 | FINX | Global X FinTec... | 31.70 | -1.43% | 18.75K | -30.71% | 589.28K | 21.47 | 0.10% |
| 131 | SHAG | WisdomTree Yiel... | 47.67 | +0.08% | 12.46K | +0.50% | 588.25K | 50.15 | 0.10% |
| 132 | NVO | Novo Nordisk A/... | 74.37 | -3.44% | 6.83K | +34.40% | 585.11K | 108.1 | 0.10% |
| 133 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 1.15K | -6.65% | 584.5K | 368.46 | 0.10% |
| 134 | VYM | Vanguard High D... | 130.07 | -0.9% | 4.52K | +2.17% | 576K | 95.94 | 0.10% |
| 135 | SMH | VanEck Semicond... | 261.58 | -0.68% | 2.34K | -7.83% | 573.63K | 205.14 | 0.10% |
| 136 | V | Visa Inc. | 357.69 | +0.62% | 1.81K | -0.66% | 570.86K | 223.75 | 0.10% |
| 137 | RH | RH | 182.77 | -3.44% | 1.45K | +2.33% | 570.8K | 324.48 | 0.10% |
| 138 | XLK | Technology Sele... | 241.22 | -0.75% | 2.41K | +3.84% | 564.91K | 184.23 | 0.10% |
| 139 | ETN | Eaton Corporati... | 330.42 | -2.25% | 1.69K | 0.00% | 562.97K | 157.91 | 0.10% |
| 140 | PFIG | Invesco Fundame... | 23.89 | +0.21% | 23.76K | +6.22% | 559.05K | 25.84 | 0.09% |
| 141 | RS | Reliance Steel ... | 309.48 | +1.20% | 2.1K | +100.00% | 558.53K | 269.26 | 0.09% |
| 142 | WTAI | WisdomTree Arti... | 23.09 | -0.6% | 24.98K | +23.27% | 553.64K | 20.91 | 0.09% |
| 143 | PDBC | Invesco Optimum... | 13.80 | +1.96% | 42.25K | -1.32% | 546.23K | 17.2 | 0.09% |
| 144 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 3.4K | -1.39% | 525.83K | 152.79 | 0.09% |
| 145 | MDYV | SPDR S&P 400 Mi... | 77.70 | -0.91% | 6.55K | -4.45% | 522.83K | 60.81 | 0.09% |
| 146 | SLYV | SPDR S&P 600 Sm... | 77.79 | -1.33% | 5.98K | -4.29% | 519.78K | 69.34 | 0.09% |
| 147 | VB | Vanguard Small ... | 230.11 | -0.97% | 2.16K | +3.36% | 518.18K | 197 | 0.09% |
| 148 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 3.07K | -1.03% | 512.32K | 95.41 | 0.09% |
| 149 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 1.41K | +0.36% | 511.75K | 216.9 | 0.09% |
| 150 | PLTR | Palantir Techno... | 138.17 | -2.29% | 6.62K | -11.39% | 510.85K | 37.2 | 0.09% |