Insight Advisors, Llc/ Pa Holdings & Portfolio - 13F Filings Analysis - Stocknear

Insight Advisors, Llc/ Pa

CIK Number: 0001844880

623.75M
Market Value
267
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

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...
89.30
-0.03% 1.94M +1.34% 170.98M 78.42 29.74% Share
2 BOXX Alpha Architect...
113.52
+0.02% 263.56K -0.6% 29.39M 102.46 5.11% Share
3 AAPL Apple Inc.
238.47
+3.81% 94.22K -0.8% 20.93M 132.12 3.64% Share
4 NVDA NVIDIA Corporat...
170.63
-0.09% 163.87K -1.91% 17.76M 21.99 3.09% Share
5 SPY SPDR S&P 500 ET...
643.65
+0.53% 30.82K +9.56% 17.24M 516.67 3.00% Share
6 DGRW WisdomTree U.S....
87.13
+0.08% 135.04K +23.10% 10.78M 68.88 1.88% Share
7 QGRW Wisdomtree U.S....
54.76
+1.11% 231.46K +16.69% 10.16M 44.43 1.77% Share
8 AMZN Amazon.com, Inc...
225.99
+0.29% 48.72K +0.49% 9.27M 162.03 1.61% Share
9 AGGY WisdomTree Yiel...
43.78
+0.41% 207.61K +8.00% 9.02M 44.2 1.57% Share
10 MSFT Microsoft Corpo...
505.35
+0.05% 18.76K -0.21% 7.04M 250.79 1.23% Share
11 SPDW SPDR Portfolio ...
41.45
+0.23% 176.61K -0.05% 6.43M 35.37 1.12% Share
12 JMST JPMorgan Ultra-...
50.94
+0.04% 114.31K +4.52% 5.81M 50.7 1.01% Share
13 IHDG WisdomTree Inte...
44.60
+0.27% 133.1K +11.38% 5.78M 44.53 1.00% Share
14 AVGO Broadcom Inc.
302.39
+1.39% 34.36K +4.11% 5.75M 80.69 1.00% Share
15 QQQ Invesco QQQ Tru...
570.07
+0.79% 12.19K +4.63% 5.72M 434.25 0.99% Share
16 SCHD Schwab U.S. Div...
27.60
-0.87% 194.2K +15.56% 5.43M 26.59 0.94% Share
17 VUG Vanguard Growth...
459.86
+1.08% 14.58K +0.41% 5.41M 253.96 0.94% Share
18 FTSM First Trust Enh...
59.92
+0.03% 88.07K -6.9% 5.27M 59.56 0.92% Share
19 VOO Vanguard S&P 50...
591.76
+0.52% 10.21K +16.59% 5.25M 465.52 0.91% Share
20 USMF WisdomTree U.S....
51.70
+0.04% 95.54K -34.38% 4.74M 42.82 0.82% Share
21 BRK-B Berkshire Hatha...
501.46
+0.06% 8.22K -1.11% 4.38M 354.78 0.76% Share
22 IVV iShares Core S&...
646.88
+0.54% 7.33K +8.60% 4.12M 401.47 0.72% Share
23 MTGP WisdomTree Mort...
44.23
+0.15% 89.73K +14.15% 3.93M 43.45 0.68% Share
24 COWZ Pacer US Cash C...
57.58
-0.65% 71.33K +7.30% 3.91M 50.33 0.68% Share
25 JPST JPMorgan Ultra-...
50.58
+0.03% 76.87K +8.85% 3.89M 50.55 0.68% Share
26 GOOGL Alphabet Inc.
230.66
+9.14% 24.93K -2.03% 3.86M 110.2 0.67% Share
27 WTV WisdomTree U.S....
90.22
+0.03% 43.47K +100.00% 3.57M 82.17 0.62% Share
28 VTV Vanguard Value ...
181.75
-0.47% 19.22K +0.02% 3.32M 121.45 0.58% Share
29 COST Costco Wholesal...
949.78
+1.17% 3.37K +2.62% 3.19M 502.58 0.55% Share
30 XSOE WisdomTree Emer...
35.72
+0.62% 96.65K +10.92% 2.98M 32.96 0.52% Share
31 IGLD FT Cboe Vest Go...
22.69
+0.49% 140.72K +2.43% 2.95M 20.29 0.51% Share
32 GOOG Alphabet Inc.
231.10
+9.01% 18.77K +4.73% 2.93M 140.9 0.51% Share
33 ICOW Pacer Developed...
35.54
-0.22% 92.47K +14.25% 2.9M 30.99 0.51% Share
34 IJH iShares Core S&...
64.79
-0.18% 49.32K +23.86% 2.88M 58.54 0.50% Share
35 VGT Vanguard Inform...
692.99
+0.46% 5.09K +0.99% 2.77M 415.06 0.48% Share
36 SIGI Selective Insur...
79.22
+0.94% 29.8K 0.00% 2.73M 66.98 0.47% Share
37 CALF Pacer US Small ...
43.30
-0.44% 72.48K -3.59% 2.72M 43.1 0.47% Share
38 TLH iShares 10-20 Y...
100.72
+0.79% 25.96K +19.23% 2.69M 102.72 0.47% Share
39 FSIG First Trust Lim...
19.20
+0.16% 135.79K +3.40% 2.57M 18.84 0.45% Share
40 NFLX Netflix, Inc.
1226.18
+0.99% 2.58K -0.15% 2.41M 439.76 0.42% Share
41 DXJ WisdomTree Japa...
125.39
-0.33% 21.29K +25.28% 2.35M 107.43 0.41% Share
42 DGRO iShares Core Di...
66.54
-0.19% 37.74K -0.46% 2.33M 52.07 0.41% Share
43 META Meta Platforms,...
737.05
+0.26% 3.74K +0.24% 2.16M 308.19 0.38% Share
44 VIG Vanguard Divide...
210.29
+0.10% 10.85K -12.73% 2.1M 144.87 0.37% Share
45 VOT Vanguard Mid-Ca...
286.71
-0.16% 8.52K -0.47% 2.08M 212.22 0.36% Share
46 MRK Merck & Co., In...
84.18
-1.52% 23.16K -4.69% 2.08M 87.45 0.36% Share
47 BX Blackstone Inc.
167.30
-1.33% 14.76K -0.3% 2.06M 77.36 0.36% Share
48 VBK Vanguard Small ...
290.53
-0.35% 7.45K +1.04% 1.88M 266.99 0.33% Share
49 EES WisdomTree U.S....
55.55
+0.07% 38.35K +4.53% 1.87M 44.31 0.33% Share
50 JNJ Johnson & Johns...
177.98
-0.04% 11.09K +0.57% 1.84M 160.47 0.32% Share
51 TSLA Tesla, Inc.
334.09
+1.44% 6.86K -22.92% 1.78M 231.84 0.31% Share
52 AMD Advanced Micro ...
162.13
-0.12% 17.21K +6.96% 1.77M 91.38 0.31% Share
53 WFC Wells Fargo & C...
80.55
-1.5% 24.07K +0.52% 1.73M 30.78 0.30% Share
54 SPIB SPDR Portfolio ...
33.66
+0.18% 51.86K +2.88% 1.72M 35.64 0.30% Share
55 PANW Palo Alto Netwo...
191.53
+0.53% 9.74K +0.51% 1.66M 108.38 0.29% Share
56 VOE Vanguard Mid-Ca...
171.30
-0.26% 10.04K -0.57% 1.61M 119.56 0.28% Share
57 AXP American Expres...
323.71
-2.26% 5.88K -2.1% 1.58M 123.37 0.28% Share
58 SPLG SPDR Portfolio ...
75.73
+0.52% 23.85K -8.95% 1.57M 52.4 0.27% Share
59 WMT Walmart Inc.
99.44
+1.62% 17.28K -0.05% 1.52M 49.31 0.26% Share
60 PG The Procter & G...
158.17
+0.11% 8.89K -0.43% 1.51M 141.72 0.26% Share
61 AGZ iShares Agency ...
109.73
+0.16% 12.99K +6.89% 1.42M 108.6 0.25% Share
62 IVW iShares S&P 500...
115.07
+1.05% 15.08K -9.79% 1.4M 65.31 0.24% Share
63 PEG Public Service ...
81.37
-0.54% 17.01K +0.01% 1.4M 58.99 0.24% Share
64 INTC Intel Corporati...
24.00
-0.87% 58.25K -4.54% 1.32M 23.46 0.23% Share
65 IBM International B...
244.17
+1.11% 5.3K -1.87% 1.32M 127.18 0.23% Share
66 HD The Home Depot,...
407.52
+0.30% 3.54K -5.73% 1.3M 274.63 0.23% Share
67 FALN iShares Fallen ...
27.24
+0.33% 46.54K +4.47% 1.25M 28.25 0.22% Share
68 ONEO SPDR Russell 10...
127.29
0.00% 10.8K -2.46% 1.24M 90.22 0.22% Share
69 JPM JPMorgan Chase ...
299.47
-0.08% 4.96K +4.98% 1.22M 141.19 0.21% Share
70 DGS WisdomTree Emer...
56.59
+0.93% 25.16K -38.21% 1.22M 48.78 0.21% Share
71 SPYD SPDR Portfolio ...
44.55
-0.11% 27.06K -3.22% 1.2M 34.86 0.21% Share
72 SPTM SPDR Portfolio ...
78.06
+0.44% 17.43K +10.19% 1.19M 49.02 0.21% Share
73 IBND SPDR Bloomberg ...
31.93
+0.50% 39.43K +3.34% 1.16M 31.98 0.20% Share
74 CWH Camping World H...
17.28
+0.23% 70.5K +0.40% 1.14M 28.22 0.20% Share
75 RSP Invesco S&P 500...
186.86
-0.14% 6.5K +0.19% 1.13M 148.9 0.20% Share
76 MGK Vanguard Mega C...
384.54
+1.06% 3.62K +0.19% 1.12M 217.47 0.19% Share
77 VBR Vanguard Small ...
207.42
-0.07% 5.84K -0.31% 1.09M 143.11 0.19% Share
78 SMLV SPDR SSGA US Sm...
131.56
-0.3% 8.82K -5.25% 1.08M 99.41 0.19% Share
79 SPTI SPDR Portfolio ...
28.82
+0.21% 37.6K +23.14% 1.07M 31.25 0.19% Share
80 PAVE Global X U.S. I...
45.89
-0.5% 28.47K +0.47% 1.07M 29.43 0.19% Share
81 XOM Exxon Mobil Cor...
111.95
-2.39% 8.91K +4.59% 1.06M 81.58 0.18% Share
82 RDVI FT Cboe Vest Ri...
25.34
+0.08% 43.24K +15.45% 1.03M 22.6 0.18% Share
83 IWF iShares Russell...
445.97
+0.97% 2.7K +0.04% 976.16K 258.82 0.17% Share
84 VOOG Vanguard S&P 50...
414.89
+0.98% 2.88K -5.79% 962.67K 230.08 0.17% Share
85 BAC Bank of America...
50.09
-0.65% 22.65K +0.44% 945.24K 37.72 0.16% Share
86 BBIN JPMorgan BetaBu...
68.52
+0.19% 15.34K +4.16% 943.43K 57.93 0.16% Share
87 LLY Eli Lilly and C...
737.66
+0.34% 1.11K +28.27% 915.14K 511.09 0.16% Share
88 USFR WisdomTree Floa...
50.30
+0.01% 18.09K -39.06% 910.68K 50.3 0.16% Share
89 PEP PepsiCo, Inc.
148.64
-1.09% 5.82K -4.12% 873.56K 156.75 0.15% Share
90 MCD McDonald's Corp...
316.32
+0.18% 2.71K -1.53% 847.12K 225.29 0.15% Share
91 EPI WisdomTree Indi...
44.52
+0.68% 19.16K +100.00% 837.7K 43.71 0.15% Share
92 SCHG Schwab U.S. Lar...
30.55
+0.94% 33.1K -18.29% 828.88K 18.32 0.14% Share
93 VYM Vanguard High D...
138.26
-0.32% 6.33K +39.90% 816.19K 105.35 0.14% Share
94 VZ Verizon Communi...
43.73
-0.16% 17.76K -0.19% 805.49K 53.79 0.14% Share
95 AOA iShares Core Ag...
85.25
+0.18% 10.49K -20.72% 802.49K 66.7 0.14% Share
96 VEU Vanguard FTSE A...
69.03
+0.22% 13.11K -0.24% 795.16K 58.32 0.14% Share
97 FV First Trust Dor...
61.14
+0.10% 14.48K -7.32% 794.31K 46.84 0.14% Share
98 FBND Fidelity Total ...
45.95
+0.37% 17.12K -12.13% 781.39K 45.04 0.14% Share
99 SHAG WisdomTree Yiel...
47.95
+0.12% 16.24K +30.31% 773.07K 49.55 0.13% Share
100 SPLB SPDR Portfolio ...
22.50
+1.06% 33.91K -11.76% 765.31K 27.63 0.13% Share
101 V Visa Inc.
350.83
+0.22% 2.15K +19.08% 754.97K 244.05 0.13% Share
102 IJR iShares Core S&...
117.03
-0.1% 7.07K -0.79% 739.5K 96.27 0.13% Share
103 RTX RTX Corporation
158.08
+0.04% 5.45K -0.13% 721.87K 90.22 0.13% Share
104 PCAR PACCAR Inc
96.22
-2.67% 7.36K 0.00% 717.03K 67.29 0.12% Share
105 PFIG Invesco Fundame...
24.22
+0.41% 29.57K +24.43% 704.04K 25.44 0.12% Share
106 GLD SPDR Gold Share...
328.10
+0.77% 2.39K +29.10% 688.95K 212.05 0.12% Share
107 XLE Energy Select S...
88.51
-2.22% 7.3K +2.48% 682.43K 74.01 0.12% Share
108 XLV Health Care Sel...
136.92
-0.47% 4.62K -0.54% 674.89K 124.6 0.12% Share
109 QTUM Defiance Quantu...
93.41
-0.28% 8.97K +18.70% 668.67K 66.71 0.12% Share
110 UVSP Univest Financi...
31.52
-0.16% 23.5K +100.00% 666.46K 24.45 0.12% Share
111 USRT iShares Core U....
57.79
+0.31% 11.1K -2.98% 639.07K 49.38 0.11% Share
112 CEG Constellation E...
308.48
+0.42% 3.17K +19.91% 638.78K 103.7 0.11% Share
113 PLTR Palantir Techno...
154.86
-1.42% 7.57K +14.34% 638.74K 43.12 0.11% Share
114 AMP Ameriprise Fina...
506.94
-1.15% 1.31K -1.87% 636.61K 197.28 0.11% Share
115 IBIT iShares Bitcoin...
63.77
+1.27% 13.6K +86.50% 636.52K 42.59 0.11% Share
116 SITE SiteOne Landsca...
142.97
+0.78% 5.1K 0.00% 619.59K 158.71 0.11% Share
117 LMT Lockheed Martin...
448.74
-0.83% 1.39K -1.63% 619.16K 466.26 0.11% Share
118 F Ford Motor Comp...
11.61
-0.94% 61.68K +0.05% 618.68K 13.2 0.11% Share
119 GBTC Grayscale Bitco...
88.17
+1.32% 9.43K +0.86% 614.62K 62.34 0.11% Share
120 XLY Consumer Discre...
230.94
+0.40% 3.09K +0.19% 611.07K 170.63 0.11% Share
121 BUG Global X Cybers...
33.69
+0.12% 18.8K -29.68% 607.9K 27.89 0.11% Share
122 DE Deere & Company
469.13
-1.6% 1.29K -8.68% 607.34K 340.1 0.11% Share
123 AMGN Amgen Inc.
283.85
-1.07% 1.95K -0.92% 605.98K 232.19 0.11% Share
124 RS Reliance Steel ...
289.84
-0.18% 2.1K 0.00% 605.8K 269.26 0.11% Share
125 PDBC Invesco Optimum...
13.33
-0.97% 43.39K +2.70% 591.35K 17.1 0.10% Share
126 BAH Booz Allen Hami...
106.75
-3.03% 5.44K +0.30% 568.61K 88.66 0.10% Share
127 IWM iShares Russell...
233.71
-0.08% 2.85K -5.92% 567.55K 201.18 0.10% Share
128 VTI Vanguard Total ...
317.38
+0.44% 2.04K -0.88% 560.99K 226.07 0.10% Share
129 MDYV SPDR S&P 400 Mi...
83.31
-0.2% 7.12K +8.77% 548.6K 62.12 0.10% Share
130 DES WisdomTree U.S....
33.83
+0.03% 17.03K -19.76% 544.4K 29.06 0.09% Share
131 SLV iShares Silver ...
37.34
+0.50% 17.5K +0.29% 542.42K 22.11 0.09% Share
132 CLX The Clorox Comp...
123.01
+2.53% 3.58K -5.58% 527.92K 165.24 0.09% Share
133 QCOM QUALCOMM Incorp...
157.28
-0.94% 3.42K +0.71% 526.17K 152.79 0.09% Share
134 WTAI WisdomTree Arti...
25.70
+0.23% 27.3K +9.25% 518.62K 20.75 0.09% Share
135 LGLV SPDR SSGA US La...
176.60
-0.09% 2.96K -23.22% 515.05K 135.63 0.09% Share
136 ABBV AbbVie Inc.
211.88
-0.02% 2.45K +1.11% 513.65K 139.73 0.09% Share
137 SLYV SPDR S&P 600 Sm...
87.13
+0.02% 6.55K +9.50% 513.36K 70.13 0.09% Share
138 CLOU Global X Cloud ...
22.59
+0.71% 24.17K -15.75% 507.37K 19.74 0.09% Share
139 IVE iShares S&P 500...
202.57
-0.06% 2.66K -0.04% 506.98K 128.79 0.09% Share
140 UNH UnitedHealth Gr...
307.54
-0.41% 966 -16.07% 506.18K 368.46 0.09% Share
141 SMH VanEck Semicond...
286.43
-0.02% 2.34K 0.00% 495.81K 205.14 0.09% Share
142 CL Colgate-Palmoli...
83.82
-0.68% 5.29K +0.04% 495.68K 82.42 0.09% Share
143 PYPL PayPal Holdings...
69.64
+0.56% 7.58K +0.09% 494.66K 183.47 0.09% Share
144 VIGI Vanguard Intern...
88.96
+0.24% 5.96K +2.56% 494.49K 73.33 0.09% Share
145 ED Consolidated Ed...
97.85
+0.67% 4.4K 0.00% 486.6K 72.53 0.08% Share
146 XLK Technology Sele...
261.35
+0.60% 2.36K -2.2% 486.59K 184.23 0.08% Share
147 ONEY SPDR Russell 10...
114.03
-0.31% 4.43K -23.52% 484.01K 93.96 0.08% Share
148 CWEN Clearway Energy...
28.65
-0.03% 15.95K -2.89% 482.67K 29.49 0.08% Share
149 CAT Caterpillar Inc...
415.17
-0.21% 1.45K +2.55% 477.13K 219.71 0.08% Share
150 C Citigroup Inc.
95.02
+0.25% 6.67K +5.45% 473.47K 49.23 0.08% Share