Insight Advisors, Llc/ Pa
CIK Number: 0001844880
Main Sectors:
Top Industries:
Filing Date: Apr 11, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | CAOS | EA Series Trust... | 89.24 | +0.15% | 1.94M | +1.34% | 170.98M | 78.42 | 29.74% | Share |
2 | BOXX | Alpha Architect... | 113.27 | +0.04% | 263.56K | -0.6% | 29.39M | 102.46 | 5.11% | Share |
3 | AAPL | Apple Inc. | 231.56 | -0.52% | 94.22K | -0.8% | 20.93M | 132.12 | 3.64% | Share |
4 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 163.87K | -1.91% | 17.76M | 21.99 | 3.09% | Share |
5 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 30.82K | +9.56% | 17.24M | 516.67 | 3.00% | Share |
6 | DGRW | WisdomTree U.S.... | 87.07 | -0.14% | 135.04K | +23.10% | 10.78M | 68.88 | 1.88% | Share |
7 | QGRW | Wisdomtree U.S.... | 54.92 | -0.26% | 231.46K | +16.69% | 10.16M | 44.43 | 1.77% | Share |
8 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 48.72K | +0.49% | 9.27M | 162.03 | 1.61% | Share |
9 | AGGY | WisdomTree Yiel... | 43.69 | -0.13% | 207.61K | +8.00% | 9.02M | 44.2 | 1.57% | Share |
10 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 18.76K | -0.21% | 7.04M | 250.79 | 1.23% | Share |
11 | SPDW | SPDR Portfolio ... | 41.84 | +0.54% | 176.61K | -0.05% | 6.43M | 35.37 | 1.12% | Share |
12 | JMST | JPMorgan Ultra-... | 50.99 | +0.02% | 114.31K | +4.52% | 5.81M | 50.7 | 1.01% | Share |
13 | IHDG | WisdomTree Inte... | 45.27 | +0.09% | 133.1K | +11.38% | 5.78M | 44.53 | 1.00% | Share |
14 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 34.36K | +4.11% | 5.75M | 80.69 | 1.00% | Share |
15 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 12.19K | +4.63% | 5.72M | 434.25 | 0.99% | Share |
16 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 194.2K | +15.56% | 5.43M | 26.59 | 0.94% | Share |
17 | VUG | Vanguard Growth... | 462.00 | -0.33% | 14.58K | +0.41% | 5.41M | 253.96 | 0.94% | Share |
18 | FTSM | First Trust Enh... | 59.99 | +0.02% | 88.07K | -6.9% | 5.27M | 59.56 | 0.92% | Share |
19 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 10.21K | +16.59% | 5.25M | 465.52 | 0.91% | Share |
20 | USMF | WisdomTree U.S.... | 51.06 | +0.28% | 95.54K | -34.38% | 4.74M | 42.82 | 0.82% | Share |
21 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 8.22K | -1.11% | 4.38M | 354.78 | 0.76% | Share |
22 | IVV | iShares Core S&... | 646.52 | -0.25% | 7.33K | +8.60% | 4.12M | 401.47 | 0.72% | Share |
23 | MTGP | WisdomTree Mort... | 44.10 | -0.03% | 89.73K | +14.15% | 3.93M | 43.45 | 0.68% | Share |
24 | COWZ | Pacer US Cash C... | 56.84 | +0.29% | 71.33K | +7.30% | 3.91M | 50.33 | 0.68% | Share |
25 | JPST | JPMorgan Ultra-... | 50.63 | +0.04% | 76.87K | +8.85% | 3.89M | 50.55 | 0.68% | Share |
26 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 24.93K | -2.03% | 3.86M | 110.2 | 0.67% | Share |
27 | WTV | WisdomTree U.S.... | 88.94 | -0.3% | 43.47K | +100.00% | 3.57M | 82.17 | 0.62% | Share |
28 | VTV | Vanguard Value ... | 180.22 | -0.14% | 19.22K | +0.02% | 3.32M | 121.45 | 0.58% | Share |
29 | COST | Costco Wholesal... | 971.81 | -0.37% | 3.37K | +2.62% | 3.19M | 502.58 | 0.55% | Share |
30 | XSOE | WisdomTree Emer... | 35.56 | +0.25% | 96.65K | +10.92% | 2.98M | 32.96 | 0.52% | Share |
31 | IGLD | FT Cboe Vest Go... | 21.71 | +0.09% | 140.72K | +2.43% | 2.95M | 20.29 | 0.51% | Share |
32 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 18.77K | +4.73% | 2.93M | 140.9 | 0.51% | Share |
33 | ICOW | Pacer Developed... | 35.72 | +0.53% | 92.47K | +14.25% | 2.9M | 30.99 | 0.51% | Share |
34 | IJH | iShares Core S&... | 63.51 | -0.56% | 49.32K | +23.86% | 2.88M | 58.54 | 0.50% | Share |
35 | VGT | Vanguard Inform... | 699.83 | -0.66% | 5.09K | +0.99% | 2.77M | 415.06 | 0.48% | Share |
36 | SIGI | Selective Insur... | 76.69 | -1.92% | 29.8K | 0.00% | 2.73M | 66.98 | 0.47% | Share |
37 | CALF | Pacer US Small ... | 41.95 | -0.13% | 72.48K | -3.59% | 2.72M | 43.1 | 0.47% | Share |
38 | TLH | iShares 10-20 Y... | 100.19 | -0.56% | 25.96K | +19.23% | 2.69M | 102.72 | 0.47% | Share |
39 | FSIG | First Trust Lim... | 19.18 | +0.08% | 135.79K | +3.40% | 2.57M | 18.84 | 0.45% | Share |
40 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 2.58K | -0.15% | 2.41M | 439.76 | 0.42% | Share |
41 | DXJ | WisdomTree Japa... | 125.84 | +1.19% | 21.29K | +25.28% | 2.35M | 107.43 | 0.41% | Share |
42 | DGRO | iShares Core Di... | 66.09 | -0.21% | 37.74K | -0.46% | 2.33M | 52.07 | 0.41% | Share |
43 | META | Meta Platforms,... | 784.78 | +0.34% | 3.74K | +0.24% | 2.16M | 308.19 | 0.38% | Share |
44 | VIG | Vanguard Divide... | 209.53 | -0.26% | 10.85K | -12.73% | 2.1M | 144.87 | 0.37% | Share |
45 | VOT | Vanguard Mid-Ca... | 285.06 | -0.11% | 8.52K | -0.47% | 2.08M | 212.22 | 0.36% | Share |
46 | MRK | Merck & Co., In... | 84.30 | +1.85% | 23.16K | -4.69% | 2.08M | 87.45 | 0.36% | Share |
47 | BX | Blackstone Inc. | 171.71 | -1.7% | 14.76K | -0.3% | 2.06M | 77.36 | 0.36% | Share |
48 | VBK | Vanguard Small ... | 285.98 | +0.13% | 7.45K | +1.04% | 1.88M | 266.99 | 0.33% | Share |
49 | EES | WisdomTree U.S.... | 53.85 | -0.83% | 38.35K | +4.53% | 1.87M | 44.31 | 0.33% | Share |
50 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 11.09K | +0.57% | 1.84M | 160.47 | 0.32% | Share |
51 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 6.86K | -22.92% | 1.78M | 231.84 | 0.31% | Share |
52 | AMD | Advanced Micro ... | 177.54 | -1.88% | 17.21K | +6.96% | 1.77M | 91.38 | 0.31% | Share |
53 | WFC | Wells Fargo & C... | 77.13 | -2.87% | 24.07K | +0.52% | 1.73M | 30.78 | 0.30% | Share |
54 | SPIB | SPDR Portfolio ... | 33.63 | -0.04% | 51.86K | +2.88% | 1.72M | 35.64 | 0.30% | Share |
55 | PANW | Palo Alto Netwo... | 177.09 | +2.04% | 9.74K | +0.51% | 1.66M | 108.38 | 0.29% | Share |
56 | VOE | Vanguard Mid-Ca... | 170.01 | -0.39% | 10.04K | -0.57% | 1.61M | 119.56 | 0.28% | Share |
57 | AXP | American Expres... | 305.56 | -0.71% | 5.88K | -2.1% | 1.58M | 123.37 | 0.28% | Share |
58 | SPLG | SPDR Portfolio ... | 75.69 | -0.25% | 23.85K | -8.95% | 1.57M | 52.4 | 0.27% | Share |
59 | WMT | Walmart Inc. | 99.98 | -0.86% | 17.28K | -0.05% | 1.52M | 49.31 | 0.26% | Share |
60 | PG | The Procter & G... | 154.24 | +0.33% | 8.89K | -0.43% | 1.51M | 141.72 | 0.26% | Share |
61 | AGZ | iShares Agency ... | 109.50 | -0.05% | 12.99K | +6.89% | 1.42M | 108.6 | 0.25% | Share |
62 | IVW | iShares S&P 500... | 115.44 | -0.31% | 15.08K | -9.79% | 1.4M | 65.31 | 0.24% | Share |
63 | PEG | Public Service ... | 85.23 | -1.81% | 17.01K | +0.01% | 1.4M | 58.99 | 0.24% | Share |
64 | INTC | Intel Corporati... | 24.57 | +2.98% | 58.25K | -4.54% | 1.32M | 23.46 | 0.23% | Share |
65 | IBM | International B... | 239.84 | +1.15% | 5.3K | -1.87% | 1.32M | 127.18 | 0.23% | Share |
66 | HD | The Home Depot,... | 399.60 | -0.18% | 3.54K | -5.73% | 1.3M | 274.63 | 0.23% | Share |
67 | FALN | iShares Fallen ... | 27.16 | +0.06% | 46.54K | +4.47% | 1.25M | 28.25 | 0.22% | Share |
68 | ONEO | SPDR Russell 10... | 125.56 | -0.41% | 10.8K | -2.46% | 1.24M | 90.22 | 0.22% | Share |
69 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 4.96K | +4.98% | 1.22M | 141.19 | 0.21% | Share |
70 | DGS | WisdomTree Emer... | 56.55 | +0.43% | 25.16K | -38.21% | 1.22M | 48.78 | 0.21% | Share |
71 | SPYD | SPDR Portfolio ... | 43.83 | -0.09% | 27.06K | -3.22% | 1.2M | 34.86 | 0.21% | Share |
72 | SPTM | SPDR Portfolio ... | 77.92 | -0.27% | 17.43K | +10.19% | 1.19M | 49.02 | 0.21% | Share |
73 | IBND | SPDR Bloomberg ... | 32.09 | +0.17% | 39.43K | +3.34% | 1.16M | 31.98 | 0.20% | Share |
74 | CWH | Camping World H... | 17.32 | -0.63% | 70.5K | +0.40% | 1.14M | 28.22 | 0.20% | Share |
75 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 6.5K | +0.19% | 1.13M | 148.9 | 0.20% | Share |
76 | MGK | Vanguard Mega C... | 387.88 | -0.42% | 3.62K | +0.19% | 1.12M | 217.47 | 0.19% | Share |
77 | VBR | Vanguard Small ... | 202.89 | -0.71% | 5.84K | -0.31% | 1.09M | 143.11 | 0.19% | Share |
78 | SMLV | SPDR SSGA US Sm... | 128.13 | +2.39% | 8.82K | -5.25% | 1.08M | 99.41 | 0.19% | Share |
79 | SPTI | SPDR Portfolio ... | 28.67 | -0.07% | 37.6K | +23.14% | 1.07M | 31.25 | 0.19% | Share |
80 | PAVE | Global X U.S. I... | 46.01 | -0.95% | 28.47K | +0.47% | 1.07M | 29.43 | 0.19% | Share |
81 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 8.91K | +4.59% | 1.06M | 81.58 | 0.18% | Share |
82 | RDVI | FT Cboe Vest Ri... | 25.17 | -1.02% | 43.24K | +15.45% | 1.03M | 22.6 | 0.18% | Share |
83 | IWF | iShares Russell... | 448.97 | -0.32% | 2.7K | +0.04% | 976.16K | 258.82 | 0.17% | Share |
84 | VOOG | Vanguard S&P 50... | 416.49 | -0.23% | 2.88K | -5.79% | 962.67K | 230.08 | 0.17% | Share |
85 | BAC | Bank of America... | 46.92 | -1.65% | 22.65K | +0.44% | 945.24K | 37.72 | 0.16% | Share |
86 | BBIN | JPMorgan BetaBu... | 69.60 | +0.64% | 15.34K | +4.16% | 943.43K | 57.93 | 0.16% | Share |
87 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 1.11K | +28.27% | 915.14K | 511.09 | 0.16% | Share |
88 | USFR | WisdomTree Floa... | 50.42 | +0.05% | 18.09K | -39.06% | 910.68K | 50.3 | 0.16% | Share |
89 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 5.82K | -4.12% | 873.56K | 156.75 | 0.15% | Share |
90 | MCD | McDonald's Corp... | 308.67 | -0.09% | 2.71K | -1.53% | 847.12K | 225.29 | 0.15% | Share |
91 | EPI | WisdomTree Indi... | 44.60 | +0.52% | 19.16K | +100.00% | 837.7K | 43.71 | 0.15% | Share |
92 | SCHG | Schwab U.S. Lar... | 30.70 | -0.18% | 33.1K | -18.29% | 828.88K | 18.32 | 0.14% | Share |
93 | VYM | Vanguard High D... | 136.98 | -0.3% | 6.33K | +39.90% | 816.19K | 105.35 | 0.14% | Share |
94 | VZ | Verizon Communi... | 44.23 | +1.70% | 17.76K | -0.19% | 805.49K | 53.79 | 0.14% | Share |
95 | AOA | iShares Core Ag... | 85.28 | -0.2% | 10.49K | -20.72% | 802.49K | 66.7 | 0.14% | Share |
96 | VEU | Vanguard FTSE A... | 69.50 | +0.41% | 13.11K | -0.24% | 795.16K | 58.32 | 0.14% | Share |
97 | FV | First Trust Dor... | 60.84 | -0.49% | 14.48K | -7.32% | 794.31K | 46.84 | 0.14% | Share |
98 | FBND | Fidelity Total ... | 45.76 | -0.13% | 17.12K | -12.13% | 781.39K | 45.04 | 0.14% | Share |
99 | SHAG | WisdomTree Yiel... | 47.93 | +0.06% | 16.24K | +30.31% | 773.07K | 49.55 | 0.13% | Share |
100 | SPLB | SPDR Portfolio ... | 22.55 | -0.33% | 33.91K | -11.76% | 765.31K | 27.63 | 0.13% | Share |
101 | V | Visa Inc. | 344.47 | -0.3% | 2.15K | +19.08% | 754.97K | 244.05 | 0.13% | Share |
102 | IJR | iShares Core S&... | 114.39 | -0.66% | 7.07K | -0.79% | 739.5K | 96.27 | 0.13% | Share |
103 | RTX | RTX Corporation | 153.85 | -0.79% | 5.45K | -0.13% | 721.87K | 90.22 | 0.13% | Share |
104 | PCAR | PACCAR Inc | 98.20 | -1.49% | 7.36K | 0.00% | 717.03K | 67.29 | 0.12% | Share |
105 | PFIG | Invesco Fundame... | 24.15 | -0.04% | 29.57K | +24.43% | 704.04K | 25.44 | 0.12% | Share |
106 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 2.39K | +29.10% | 688.95K | 212.05 | 0.12% | Share |
107 | XLE | Energy Select S... | 85.56 | +0.01% | 7.3K | +2.48% | 682.43K | 74.01 | 0.12% | Share |
108 | XLV | Health Care Sel... | 136.22 | +1.68% | 4.62K | -0.54% | 674.89K | 124.6 | 0.12% | Share |
109 | QTUM | Defiance Quantu... | 93.99 | -0.68% | 8.97K | +18.70% | 668.67K | 66.71 | 0.12% | Share |
110 | UVSP | Univest Financi... | 29.79 | -2.42% | 23.5K | +100.00% | 666.46K | 24.45 | 0.12% | Share |
111 | USRT | iShares Core U.... | 56.41 | +0.43% | 11.1K | -2.98% | 639.07K | 49.38 | 0.11% | Share |
112 | CEG | Constellation E... | 322.12 | -1.25% | 3.17K | +19.91% | 638.78K | 103.7 | 0.11% | Share |
113 | PLTR | Palantir Techno... | 177.12 | -2.15% | 7.57K | +14.34% | 638.74K | 43.12 | 0.11% | Share |
114 | AMP | Ameriprise Fina... | 503.17 | -2.05% | 1.31K | -1.87% | 636.61K | 197.28 | 0.11% | Share |
115 | IBIT | iShares Bitcoin... | 66.39 | -0.95% | 13.6K | +86.50% | 636.52K | 42.59 | 0.11% | Share |
116 | SITE | SiteOne Landsca... | 139.69 | -1.16% | 5.1K | 0.00% | 619.59K | 158.71 | 0.11% | Share |
117 | LMT | Lockheed Martin... | 437.72 | +0.09% | 1.39K | -1.63% | 619.16K | 466.26 | 0.11% | Share |
118 | F | Ford Motor Comp... | 11.43 | -0.09% | 61.68K | +0.05% | 618.68K | 13.2 | 0.11% | Share |
119 | GBTC | Grayscale Bitco... | 91.87 | -0.95% | 9.43K | +0.86% | 614.62K | 62.34 | 0.11% | Share |
120 | XLY | Consumer Discre... | 229.00 | -0.26% | 3.09K | +0.19% | 611.07K | 170.63 | 0.11% | Share |
121 | BUG | Global X Cybers... | 33.46 | +1.30% | 18.8K | -29.68% | 607.9K | 27.89 | 0.11% | Share |
122 | DE | Deere & Company | 488.92 | +2.11% | 1.29K | -8.68% | 607.34K | 340.1 | 0.11% | Share |
123 | AMGN | Amgen Inc. | 296.52 | +2.15% | 1.95K | -0.92% | 605.98K | 232.19 | 0.11% | Share |
124 | RS | Reliance Steel ... | 286.17 | -1.41% | 2.1K | 0.00% | 605.8K | 269.26 | 0.11% | Share |
125 | PDBC | Invesco Optimum... | 12.96 | -0.35% | 43.39K | +2.70% | 591.35K | 17.1 | 0.10% | Share |
126 | BAH | Booz Allen Hami... | 109.44 | +1.19% | 5.44K | +0.30% | 568.61K | 88.66 | 0.10% | Share |
127 | IWM | iShares Russell... | 226.97 | -0.55% | 2.85K | -5.92% | 567.55K | 201.18 | 0.10% | Share |
128 | VTI | Vanguard Total ... | 316.44 | -0.24% | 2.04K | -0.88% | 560.99K | 226.07 | 0.10% | Share |
129 | MDYV | SPDR S&P 400 Mi... | 81.26 | -0.71% | 7.12K | +8.77% | 548.6K | 62.12 | 0.10% | Share |
130 | DES | WisdomTree U.S.... | 32.95 | -0.93% | 17.03K | -19.76% | 544.4K | 29.06 | 0.09% | Share |
131 | SLV | iShares Silver ... | 34.49 | -0.01% | 17.5K | +0.29% | 542.42K | 22.11 | 0.09% | Share |
132 | CLX | The Clorox Comp... | 122.19 | +0.50% | 3.58K | -5.58% | 527.92K | 165.24 | 0.09% | Share |
133 | QCOM | QUALCOMM Incorp... | 157.81 | -0.17% | 3.42K | +0.71% | 526.17K | 152.79 | 0.09% | Share |
134 | WTAI | WisdomTree Arti... | 25.79 | +0.04% | 27.3K | +9.25% | 518.62K | 20.75 | 0.09% | Share |
135 | LGLV | SPDR SSGA US La... | 175.94 | -0.17% | 2.96K | -23.22% | 515.05K | 135.63 | 0.09% | Share |
136 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 2.45K | +1.11% | 513.65K | 139.73 | 0.09% | Share |
137 | SLYV | SPDR S&P 600 Sm... | 84.73 | -0.76% | 6.55K | +9.50% | 513.36K | 70.13 | 0.09% | Share |
138 | CLOU | Global X Cloud ... | 21.84 | +1.16% | 24.17K | -15.75% | 507.37K | 19.74 | 0.09% | Share |
139 | IVE | iShares S&P 500... | 201.62 | -0.21% | 2.66K | -0.04% | 506.98K | 128.79 | 0.09% | Share |
140 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 966 | -16.07% | 506.18K | 368.46 | 0.09% | Share |
141 | SMH | VanEck Semicond... | 295.53 | -2.12% | 2.34K | 0.00% | 495.81K | 205.14 | 0.09% | Share |
142 | CL | Colgate-Palmoli... | 85.01 | +0.43% | 5.29K | +0.04% | 495.68K | 82.42 | 0.09% | Share |
143 | PYPL | PayPal Holdings... | 69.21 | -0.25% | 7.58K | +0.09% | 494.66K | 183.47 | 0.09% | Share |
144 | VIGI | Vanguard Intern... | 89.58 | +0.86% | 5.96K | +2.56% | 494.49K | 73.33 | 0.09% | Share |
145 | ED | Consolidated Ed... | 100.86 | -1.94% | 4.4K | 0.00% | 486.6K | 72.53 | 0.08% | Share |
146 | XLK | Technology Sele... | 265.69 | -0.76% | 2.36K | -2.2% | 486.59K | 184.23 | 0.08% | Share |
147 | ONEY | SPDR Russell 10... | 112.69 | -0.23% | 4.43K | -23.52% | 484.01K | 93.96 | 0.08% | Share |
148 | CWEN | Clearway Energy... | 29.75 | +1.73% | 15.95K | -2.89% | 482.67K | 29.49 | 0.08% | Share |
149 | CAT | Caterpillar Inc... | 407.54 | -2.39% | 1.45K | +2.55% | 477.13K | 219.71 | 0.08% | Share |
150 | C | Citigroup Inc. | 93.66 | -1.89% | 6.67K | +5.45% | 473.47K | 49.23 | 0.08% | Share |