Insight Advisors, LLC/ PA - Q4 2020 holdings

$264 Million is the total value of Insight Advisors, LLC/ PA's 271 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
AAPL NewAPPLE INC$16,043,000120,908
+100.0%
6.07%
AMZN NewAMAZON COM INC$12,714,0003,904
+100.0%
4.81%
PYPL NewPAYPAL HLDGS INC$5,274,00022,520
+100.0%
2.00%
NFLX NewNETFLIX INC$5,134,0009,495
+100.0%
1.94%
VUG NewVANGUARD INDEX FDSgrowth etf$4,793,00018,920
+100.0%
1.81%
ARKG NewARK ETF TRgenomic rev etf$4,460,00047,827
+100.0%
1.69%
MSFT NewMICROSOFT CORP$4,287,00019,273
+100.0%
1.62%
QQQ NewINVESCO QQQ TRunit ser 1$4,254,00013,558
+100.0%
1.61%
NVDA NewNVIDIA CORPORATION$4,099,0007,849
+100.0%
1.55%
VIG NewVANGUARD SPECIALIZED FUNDSdiv app etf$4,047,00028,666
+100.0%
1.53%
AMD NewADVANCED MICRO DEVICES INC$4,033,00043,981
+100.0%
1.53%
ARKK NewARK ETF TRinnovation etf$3,901,00031,339
+100.0%
1.48%
VOOG NewVANGUARD ADMIRAL FDS INC500 grth idx f$3,597,00015,634
+100.0%
1.36%
DGRW NewWISDOMTREE TRus qtly div grt$3,290,00060,978
+100.0%
1.24%
GOOGL NewALPHABET INCcap stk cl a$3,183,0001,816
+100.0%
1.20%
SPLV NewINVESCO EXCH TRADED FD TR IIs&p500 low vol$2,572,00045,743
+100.0%
0.97%
DLN NewWISDOMTREE TRus largecap divd$2,571,00023,915
+100.0%
0.97%
IVV NewISHARES TRcore s&p500 etf$2,570,0006,846
+100.0%
0.97%
TSLA NewTESLA INC$2,554,0003,619
+100.0%
0.97%
IHDG NewWISDOMTREE TRitl hdg qtly div$2,454,00062,403
+100.0%
0.93%
FB NewFACEBOOK INCcl a$2,406,0008,808
+100.0%
0.91%
SIGI NewSELECTIVE INS GROUP INC$2,364,00035,295
+100.0%
0.89%
KEMQ NewKRANESHARES TRemrng mkt cons$2,357,00072,302
+100.0%
0.89%
VTV NewVANGUARD INDEX FDSvalue etf$2,340,00019,667
+100.0%
0.88%
VOT NewVANGUARD INDEX FDSmcap gr idxvip$2,249,00010,604
+100.0%
0.85%
VBK NewVANGUARD INDEX FDSsml cp grw etf$2,149,0008,027
+100.0%
0.81%
XSOE NewWISDOMTREE TRem ex st-owned$2,074,00052,284
+100.0%
0.78%
PSCH NewINVESCO EXCH TRADED FD TR IIs&p smlcp helt$2,045,00012,039
+100.0%
0.77%
SPIP NewSPDR SER TRportfli tips etf$2,044,00065,591
+100.0%
0.77%
FSR NewFISKER INC$2,039,000139,180
+100.0%
0.77%
NOBL NewPROSHARES TRs&p 500 dv arist$2,033,00025,455
+100.0%
0.77%
IHI NewISHARES TRu.s. med dvc etf$1,966,0006,008
+100.0%
0.74%
MTUM NewISHARES TRmsci usa mmentm$1,915,00011,875
+100.0%
0.72%
HYLS NewFIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl$1,883,00038,648
+100.0%
0.71%
JNJ NewJOHNSON & JOHNSON$1,861,00011,827
+100.0%
0.70%
JPST NewJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$1,823,00035,884
+100.0%
0.69%
AGGY NewWISDOMTREE TRyield enhancd us$1,812,00033,749
+100.0%
0.68%
HD NewHOME DEPOT INC$1,791,0006,744
+100.0%
0.68%
MRK NewMERCK & CO. INC$1,788,00021,864
+100.0%
0.68%
FVD NewFIRST TR VALUE LINE DIVID IN$1,751,00049,915
+100.0%
0.66%
FPE NewFIRST TR EXCH TRADED FD IIIpfd secs inc etf$1,746,00086,493
+100.0%
0.66%
SPY NewSPDR S&P 500 ETF TRtr unit$1,721,0004,604
+100.0%
0.65%
GOVT NewISHARES TRus treas bd etf$1,701,00062,456
+100.0%
0.64%
FAD NewFIRST TR MULTI CAP GROWTH AL$1,661,00016,012
+100.0%
0.63%
FTSM NewFIRST TR EXCHANGE-TRADED FDfirst tr enh new$1,579,00026,293
+100.0%
0.60%
ROKU NewROKU INC$1,561,0004,703
+100.0%
0.59%
SPIB NewSPDR SER TRportfolio intrmd$1,528,00041,110
+100.0%
0.58%
PG NewPROCTER AND GAMBLE CO$1,521,00010,929
+100.0%
0.58%
SPLB NewSPDR SER TRportfolio ln cor$1,516,00045,804
+100.0%
0.57%
VZ NewVERIZON COMMUNICATIONS INC$1,501,00025,545
+100.0%
0.57%
XMMO NewINVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$1,466,00018,728
+100.0%
0.56%
SMDV NewPROSHARES TRruss 2000 divd$1,397,00024,332
+100.0%
0.53%
SPTI NewSPDR SER TRportfli intrmdit$1,349,00040,800
+100.0%
0.51%
FPEI NewFIRST TR EXCH TRADED FD IIIinstl pfd secs$1,304,00063,995
+100.0%
0.49%
VOE NewVANGUARD INDEX FDSmcap vl idxvip$1,298,00010,908
+100.0%
0.49%
NKE NewNIKE INCcl b$1,294,0009,150
+100.0%
0.49%
IBND NewSPDR SER TRblombrg brc intl$1,276,00033,659
+100.0%
0.48%
VGT NewVANGUARD WORLD FDSinf tech etf$1,251,0003,536
+100.0%
0.47%
DKNG NewDRAFTKINGS INC$1,173,00025,195
+100.0%
0.44%
FALN NewISHARES TRfaln angls usd$1,121,00038,088
+100.0%
0.42%
DGS NewWISDOMTREE TRemg mkts smcap$1,107,00023,196
+100.0%
0.42%
IVW NewISHARES TRs&p 500 grwt etf$1,108,00017,367
+100.0%
0.42%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$1,096,0004,728
+100.0%
0.42%
MCD NewMCDONALDS CORP$1,078,0005,021
+100.0%
0.41%
LMBS NewFIRST TR EXCHANGE-TRADED FDfst low oppt eft$1,073,00020,850
+100.0%
0.41%
FTLS NewFIRST TR EXCH TRADED FD IIIlng/sht equity$1,061,00024,342
+100.0%
0.40%
PFM NewINVESCO EXCHANGE TRADED FD Tdivid achievev$1,059,00032,202
+100.0%
0.40%
BX NewBLACKSTONE GROUP INC$1,046,00016,144
+100.0%
0.40%
CRM NewSALESFORCE COM INC$1,041,0004,679
+100.0%
0.39%
V NewVISA INC$1,028,0004,701
+100.0%
0.39%
ADP NewAUTOMATIC DATA PROCESSING IN$1,027,0005,830
+100.0%
0.39%
PEP NewPEPSICO INC$1,015,0006,846
+100.0%
0.38%
XMLV NewINVESCO EXCH TRADED FD TR IIs&p midcp low$992,00020,625
+100.0%
0.38%
SPTM NewSPDR SER TRportfoli s&p1500$951,00020,643
+100.0%
0.36%
USFR NewWISDOMTREE TRfloatng rat trea$946,00037,694
+100.0%
0.36%
TWLO NewTWILIO INCcl a$944,0002,789
+100.0%
0.36%
VEU NewVANGUARD INTL EQUITY INDEX Fallwrld ex us$940,00016,113
+100.0%
0.36%
SPEM NewSPDR INDEX SHS FDSportfolio emg mk$897,00021,283
+100.0%
0.34%
PEG NewPUBLIC SVC ENTERPRISE GRP IN$880,00015,088
+100.0%
0.33%
VBR NewVANGUARD INDEX FDSsm cp val etf$872,0006,129
+100.0%
0.33%
AXP NewAMERICAN EXPRESS CO$868,0007,175
+100.0%
0.33%
PFIG NewINVESCO EXCH TRADED FD TR IIfndmntl ig crp$865,00031,484
+100.0%
0.33%
TIP NewISHARES TRtips bd etf$863,0006,761
+100.0%
0.33%
WMT NewWALMART INC$854,0005,922
+100.0%
0.32%
IMCG NewISHARES TRmrgstr md cp grw$839,0002,193
+100.0%
0.32%
IWF NewISHARES TRrus 1000 grw etf$833,0003,456
+100.0%
0.32%
BND NewVANGUARD BD INDEX FDStotal bnd mrkt$829,0009,401
+100.0%
0.31%
SITE NewSITEONE LANDSCAPE SUPPLY INC$819,0005,163
+100.0%
0.31%
GOOG NewALPHABET INCcap stk cl c$815,000465
+100.0%
0.31%
SMLV NewSPDR SER TRssga us smal etf$812,0008,489
+100.0%
0.31%
CL NewCOLGATE PALMOLIVE CO$807,0009,432
+100.0%
0.30%
LULU NewLULULEMON ATHLETICA INC$789,0002,267
+100.0%
0.30%
TMO NewTHERMO FISHER SCIENTIFIC INC$785,0001,685
+100.0%
0.30%
DIS NewDISNEY WALT CO$761,0004,198
+100.0%
0.29%
WFC NewWELLS FARGO CO NEW$754,00024,986
+100.0%
0.28%
SQ NewSQUARE INCcl a$734,0003,371
+100.0%
0.28%
JPM NewJPMORGAN CHASE & CO$732,0005,760
+100.0%
0.28%
DEF NewINVESCO EXCH TRD SLF IDX FDdefensive eqty$707,00011,953
+100.0%
0.27%
SPYD NewSPDR SER TRprtflo s&p500 hi$702,00021,321
+100.0%
0.27%
AMGN NewAMGEN INC$697,0003,031
+100.0%
0.26%
COST NewCOSTCO WHSL CORP NEW$698,0001,853
+100.0%
0.26%
IJR NewISHARES TRcore s&p scp etf$694,0007,547
+100.0%
0.26%
DJP NewBARCLAYS BANK PLCdjubs cmdt etn36$684,00031,249
+100.0%
0.26%
T NewAT&T INC$661,00022,967
+100.0%
0.25%
CMCSA NewCOMCAST CORP NEWcl a$647,00012,343
+100.0%
0.24%
SBUX NewSTARBUCKS CORP$649,0006,063
+100.0%
0.24%
GPN NewGLOBAL PMTS INC$639,0002,966
+100.0%
0.24%
SYG NewSSGA ACTIVE ETF TRmfs sys gwt eq$631,0005,436
+100.0%
0.24%
BAC NewBK OF AMERICA CORP$626,00020,665
+100.0%
0.24%
PFE NewPFIZER INC$623,00016,932
+100.0%
0.24%
SLYV NewSPDR SER TRs&p 600 smcp val$622,0009,397
+100.0%
0.24%
ONEO NewSPDR SER TRrussell momentum$622,0007,313
+100.0%
0.24%
REGL NewPROSHARES TRs&p mdcp 400 div$618,0009,823
+100.0%
0.23%
IJK NewISHARES TRs&p mc 400gr etf$594,0008,218
+100.0%
0.22%
USRT NewISHARES TRcre u s reit etf$592,00012,222
+100.0%
0.22%
MA NewMASTERCARD INCORPORATEDcl a$589,0001,649
+100.0%
0.22%
FSK NewFS KKR CAP CORP$588,00035,508
+100.0%
0.22%
SHAG NewWISDOMTREE TRyield enhanced$579,00011,258
+100.0%
0.22%
BLK NewBLACKROCK INC$566,000784
+100.0%
0.21%
IWM NewISHARES TRrussell 2000 etf$551,0002,809
+100.0%
0.21%
HSY NewHERSHEY CO$547,0003,590
+100.0%
0.21%
IVE NewISHARES TRs&p 500 val etf$544,0004,249
+100.0%
0.21%
VB NewVANGUARD INDEX FDSsmall cp etf$535,0002,748
+100.0%
0.20%
VYM NewVANGUARD WHITEHALL FDShigh div yld$534,0005,833
+100.0%
0.20%
UNH NewUNITEDHEALTH GROUP INC$534,0001,522
+100.0%
0.20%
MDYV NewSPDR SER TRs&p 400 mdcp val$527,0009,498
+100.0%
0.20%
DE NewDEERE & CO$527,0001,960
+100.0%
0.20%
IJH NewISHARES TRcore s&p mcp etf$520,0002,261
+100.0%
0.20%
RTX NewRAYTHEON TECHNOLOGIES CORP$515,0007,208
+100.0%
0.20%
CLOU NewGLOBAL X FDS$510,00018,292
+100.0%
0.19%
IBM NewINTERNATIONAL BUSINESS MACHS$504,0004,004
+100.0%
0.19%
ADBE NewADOBE SYSTEMS INCORPORATED$506,0001,011
+100.0%
0.19%
VNLA NewJANUS DETROIT STR TRhendrsn shrt etf$505,00010,003
+100.0%
0.19%
VOO NewVANGUARD INDEX FDS$503,0001,463
+100.0%
0.19%
BIV NewVANGUARD BD INDEX FDSintermed term$502,0005,405
+100.0%
0.19%
GIK NewGIGCAPITAL3 INC$500,00037,950
+100.0%
0.19%
CAT NewCATERPILLAR INC$496,0002,727
+100.0%
0.19%
CABO NewCABLE ONE INC$495,000222
+100.0%
0.19%
MGK NewVANGUARD WORLD FDmega grwth ind$495,0002,427
+100.0%
0.19%
DOCU NewDOCUSIGN INC$492,0002,215
+100.0%
0.19%
UVSP NewUNIVEST FINANCIAL CORPORATIO$492,00023,912
+100.0%
0.19%
EOSE NewEOS ENERGY ENTERPRISES INC$490,00023,500
+100.0%
0.18%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$489,0002,102
+100.0%
0.18%
BAH NewBOOZ ALLEN HAMILTON HLDG CORcl a$485,0005,558
+100.0%
0.18%
BMY NewBRISTOL-MYERS SQUIBB CO$484,0007,795
+100.0%
0.18%
SPLG NewSPDR SER TRportfolio s&p500$480,00010,927
+100.0%
0.18%
VNQ NewVANGUARD INDEX FDSreal estate etf$473,0005,571
+100.0%
0.18%
GLD NewSPDR GOLD TR$469,0002,629
+100.0%
0.18%
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$467,00013,841
+100.0%
0.18%
FTHI NewFIRST TR EXCHANGE-TRADED FDbuywrit incm etf$465,00023,057
+100.0%
0.18%
SPAB NewSPDR SER TRportfolio agrgte$459,00014,906
+100.0%
0.17%
PTH NewINVESCO EXCHANGE TRADED FD Tdwa healthcare$460,0002,875
+100.0%
0.17%
SNSR NewGLOBAL X FDSinternet of thng$457,00014,381
+100.0%
0.17%
ABT NewABBOTT LABS$451,0004,118
+100.0%
0.17%
EMB NewISHARES TRjpmorgan usd emg$451,0003,888
+100.0%
0.17%
BSV NewVANGUARD BD INDEX FDSshort trm bond$446,0005,383
+100.0%
0.17%
QCOM NewQUALCOMM INC$447,0002,934
+100.0%
0.17%
RH NewRH$442,000988
+100.0%
0.17%
MILN NewGLOBAL X FDSmill themc etf$441,00011,780
+100.0%
0.17%
LOW NewLOWES COS INC$439,0002,735
+100.0%
0.17%
XLV NewSELECT SECTOR SPDR TRsbi healthcare$440,0003,880
+100.0%
0.17%
HON NewHONEYWELL INTL INC$437,0002,056
+100.0%
0.16%
VEA NewVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$434,0009,183
+100.0%
0.16%
VWO NewVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$425,0008,491
+100.0%
0.16%
CSCO NewCISCO SYS INC$424,0009,482
+100.0%
0.16%
IWD NewISHARES TRrus 1000 val etf$422,0003,087
+100.0%
0.16%
CVS NewCVS HEALTH CORP$423,0006,190
+100.0%
0.16%
C NewCITIGROUP INC$424,0006,876
+100.0%
0.16%
BA NewBOEING CO$417,0001,949
+100.0%
0.16%
VGK NewVANGUARD INTL EQUITY INDEX Fftse europe etf$415,0006,892
+100.0%
0.16%
KO NewCOCA COLA CO$416,0007,592
+100.0%
0.16%
IEFA NewISHARES TRcore msci eafe$403,0005,827
+100.0%
0.15%
AVGO NewBROADCOM INC$400,000913
+100.0%
0.15%
AOA NewISHARES TRaggres alloc etf$391,0006,100
+100.0%
0.15%
FDN NewFIRST TR EXCHANGE-TRADED FDdj internt idx$387,0001,824
+100.0%
0.15%
NEE NewNEXTERA ENERGY INC$383,0004,968
+100.0%
0.14%
EFAX NewSPDR INDEX SHS FDSmsci eafe fs etf$373,0004,783
+100.0%
0.14%
FTCS NewFIRST TR EXCHANGE-TRADED FDcap strength etf$374,0005,541
+100.0%
0.14%
USMV NewISHARES TRmsci usa min vol$370,0005,452
+100.0%
0.14%
FTSL NewFIRST TR EXCHANGE-TRADED FDsenior ln fd$364,0007,647
+100.0%
0.14%
AMP NewAMERIPRISE FINL INC$356,0001,834
+100.0%
0.14%
RMO NewROMEO POWER INC$355,00015,800
+100.0%
0.13%
PLTR NewPALANTIR TECHNOLOGIES INCcl a$352,00014,950
+100.0%
0.13%
ICVT NewISHARES TRconv bd etf$349,0003,618
+100.0%
0.13%
GSY NewINVESCO ACTIVELY MANAGED ETFultra shrt dur$347,0006,851
+100.0%
0.13%
IWP NewISHARES TRrus md cp gr etf$346,0003,366
+100.0%
0.13%
ED NewCONSOLIDATED EDISON INC$346,0004,781
+100.0%
0.13%
XLY NewSELECT SECTOR SPDR TRsbi cons discr$339,0002,108
+100.0%
0.13%
DGRO NewISHARES TRcore div grwth$336,0007,496
+100.0%
0.13%
PCI NewPIMCO DYNAMIC CR INCOME FD$335,00015,800
+100.0%
0.13%
EXC NewEXELON CORP$331,0007,834
+100.0%
0.12%
XLK NewSELECT SECTOR SPDR TRtechnology$329,0002,533
+100.0%
0.12%
PANW NewPALO ALTO NETWORKS INC$329,000926
+100.0%
0.12%
VPL NewVANGUARD INTL EQUITY INDEX Fftse pacific etf$324,0004,076
+100.0%
0.12%
CWEN NewCLEARWAY ENERGY INCcl c$326,00010,203
+100.0%
0.12%
PTLC NewPACER FDS TRtrendp us lar cp$325,0009,923
+100.0%
0.12%
EVRI NewEVERI HLDGS INC$322,00023,300
+100.0%
0.12%
GIX NewGIGCAPITAL2 INC$321,00029,300
+100.0%
0.12%
ISCG NewISHARES TRmrgstr sm cp gr$318,0001,048
+100.0%
0.12%
NYCB NewNEW YORK CMNTY BANCORP INC$318,00030,170
+100.0%
0.12%
ECL NewECOLAB INC$318,0001,472
+100.0%
0.12%
MMM New3M CO$317,0001,814
+100.0%
0.12%
PKO NewPIMCO INCOME OPPORTUNITY FD$316,00012,500
+100.0%
0.12%
DLS NewWISDOMTREE TRintl smcap div$315,0004,622
+100.0%
0.12%
FDX NewFEDEX CORP$311,0001,198
+100.0%
0.12%
HYG NewISHARES TRiboxx hi yd etf$306,0003,508
+100.0%
0.12%
FTGC NewFIRST TR EXCHANGE TRAD FD VIfst tr glb fd$307,00015,865
+100.0%
0.12%
ACWF NewISHARES TRmsci gbl multifc$303,0008,996
+100.0%
0.12%
ACN NewACCENTURE PLC IRELAND$303,0001,159
+100.0%
0.12%
ICSH NewISHARES TRblackrock ultra$301,0005,950
+100.0%
0.11%
FPX NewFIRST TR EXCHANGE TRADED FDus eqty oppt etf$290,0002,453
+100.0%
0.11%
CMG NewCHIPOTLE MEXICAN GRILL INC$291,000210
+100.0%
0.11%
QQQJ NewINVESCO EXCH TRADED FD TR IInasdaqnxtgen100$285,0009,221
+100.0%
0.11%
AMT NewAMERICAN TOWER CORP NEW$282,0001,255
+100.0%
0.11%
TJX NewTJX COS INC NEW$284,0004,162
+100.0%
0.11%
SPMO NewINVESCO EXCH TRADED FD TR IIs&p 500 momntm$283,0005,342
+100.0%
0.11%
CVM NewCEL-SCI CORP$281,00024,120
+100.0%
0.11%
SHOP NewSHOPIFY INCcl a$281,000248
+100.0%
0.11%
DBC NewINVESCO DB COMMDY INDX TRCKunit$278,00018,930
+100.0%
0.10%
TFC NewTRUIST FINL CORP$274,0005,715
+100.0%
0.10%
IWS NewISHARES TRrus mdcp val etf$275,0002,837
+100.0%
0.10%
XHB NewSPDR SER TRs&p homebuild$275,0004,768
+100.0%
0.10%
MO NewALTRIA GROUP INC$275,0006,696
+100.0%
0.10%
DLTR NewDOLLAR TREE INC$271,0002,512
+100.0%
0.10%
DES NewWISDOMTREE TRus smallcap divd$273,00010,250
+100.0%
0.10%
FPF NewFIRST TR INTER DUR PFD & IN$269,00011,170
+100.0%
0.10%
KPTI NewKARYOPHARM THERAPEUTICS INC$267,00017,225
+100.0%
0.10%
HDV NewISHARES TRcore high dv etf$266,0003,032
+100.0%
0.10%
PEGA NewPEGASYSTEMS INC$263,0001,974
+100.0%
0.10%
FYX NewFIRST TR SML CP CORE ALPHA F$259,0003,370
+100.0%
0.10%
VCSH NewVANGUARD SCOTTSDALE FDSshrt trm corp bd$258,0003,099
+100.0%
0.10%
VO NewVANGUARD INDEX FDSmid cap etf$257,0001,242
+100.0%
0.10%
AGG NewISHARES TRcore us aggbd et$253,0002,144
+100.0%
0.10%
EBAY NewEBAY INC.$254,0005,062
+100.0%
0.10%
LVS NewLAS VEGAS SANDS CORP$250,0004,187
+100.0%
0.10%
KSU NewKANSAS CITY SOUTHERN$250,0001,223
+100.0%
0.10%
RGR NewSTURM RUGER & CO INC$241,0003,700
+100.0%
0.09%
XOM NewEXXON MOBIL CORP$237,0005,755
+100.0%
0.09%
ABBV NewABBVIE INC$235,0002,189
+100.0%
0.09%
PENN NewPENN NATL GAMING INC$232,0002,685
+100.0%
0.09%
CHWY NewCHEWY INCcl a$232,0002,577
+100.0%
0.09%
VCIT NewVANGUARD SCOTTSDALE FDSint-term corp$233,0002,395
+100.0%
0.09%
GD NewGENERAL DYNAMICS CORP$230,0001,547
+100.0%
0.09%
CRWD NewCROWDSTRIKE HLDGS INCcl a$228,0001,075
+100.0%
0.09%
INTC NewINTEL CORP$228,0004,571
+100.0%
0.09%
PSLV NewSPROTT PHYSICAL SILVER TRtr unit$228,00024,400
+100.0%
0.09%
ILCG NewISHARES TRmrngstr lg-cp gr$228,000786
+100.0%
0.09%
KMX NewCARMAX INC$223,0002,365
+100.0%
0.08%
IJJ NewISHARES TRs&p mc 400vl etf$221,0002,564
+100.0%
0.08%
MRVL NewMARVELL TECHNOLOGY GROUP LTDord$217,0004,565
+100.0%
0.08%
VT NewVANGUARD INTL EQUITY INDEX Ftt wrld st etf$215,0002,327
+100.0%
0.08%
VLDR NewVELODYNE LIDAR INC$215,0009,400
+100.0%
0.08%
SO NewSOUTHERN CO$212,0003,447
+100.0%
0.08%
ARKQ NewARK ETF TRautnmus technlgy$210,0002,758
+100.0%
0.08%
NET NewCLOUDFLARE INC$201,0002,640
+100.0%
0.08%
FEX NewFIRST TR LRGE CP CORE ALPHA$201,0002,732
+100.0%
0.08%
GRIL NewMUSCLE MAKER INC$184,000105,000
+100.0%
0.07%
ETY NewEATON VANCE TAX-MANAGED DIVE$162,00013,250
+100.0%
0.06%
FSD NewFIRST TR HIGH INCOME L/S FD$157,00010,600
+100.0%
0.06%
POWW NewAMMO INC$134,00040,500
+100.0%
0.05%
ETJ NewEATON VANCE RISK-MANAGED DIV$114,00010,990
+100.0%
0.04%
EXG NewEATON VANCE TAX-MANAGED GLOB$101,00011,500
+100.0%
0.04%
GAB NewGABELLI EQUITY TR INC$86,00013,700
+100.0%
0.03%
ACB NewAURORA CANNABIS INC$86,00010,308
+100.0%
0.03%
SIOX NewSIO GENE THERAPIES INC$67,00024,000
+100.0%
0.02%
OSMT NewOSMOTICA PHARMACEUTICALS PLC$61,00014,800
+100.0%
0.02%
CMRX NewCHIMERIX INC$58,00012,100
+100.0%
0.02%
HIO NewWESTERN ASSET HIGH INCOME OP$50,00010,000
+100.0%
0.02%
LPTX NewLEAP THERAPEUTICS INC$45,00020,000
+100.0%
0.02%
OEG NewORBITAL ENERGY GROUP INC$31,00014,000
+100.0%
0.01%
AGEN NewAGENUS INC$32,00010,000
+100.0%
0.01%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC12Q3 20237.0%
AMAZON COM INC12Q3 20234.8%
MICROSOFT CORP12Q3 20232.1%
NVIDIA CORPORATION12Q3 20232.9%
VANGUARD SPECIALIZED FUNDS12Q3 20231.9%
VANGUARD INDEX FDS12Q3 20231.8%
ALPHABET INC12Q3 20231.9%
TESLA INC12Q3 20232.0%
PAYPAL HLDGS INC12Q3 20232.0%
FIRST TR VALUE LINE DIVID IN12Q3 20231.7%

View Insight Advisors, LLC/ PA's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-23
13F-HR2023-11-07
13F-HR2023-08-07
13F-HR2023-05-03
13F-HR2023-02-21
13F-HR2022-12-12
13F-HR2022-08-11
13F-HR/A2022-06-02
13F-HR2022-05-13
13F-HR2022-02-09

View Insight Advisors, LLC/ PA's complete filings history.

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