$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 | New | APPLE INC | $16,043,000 | – | 120,908 | +100.0% | 6.07% | – |
AMZN | New | AMAZON COM INC | $12,714,000 | – | 3,904 | +100.0% | 4.81% | – |
PYPL | New | PAYPAL HLDGS INC | $5,274,000 | – | 22,520 | +100.0% | 2.00% | – |
NFLX | New | NETFLIX INC | $5,134,000 | – | 9,495 | +100.0% | 1.94% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $4,793,000 | – | 18,920 | +100.0% | 1.81% | – |
ARKG | New | ARK ETF TRgenomic rev etf | $4,460,000 | – | 47,827 | +100.0% | 1.69% | – |
MSFT | New | MICROSOFT CORP | $4,287,000 | – | 19,273 | +100.0% | 1.62% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $4,254,000 | – | 13,558 | +100.0% | 1.61% | – |
NVDA | New | NVIDIA CORPORATION | $4,099,000 | – | 7,849 | +100.0% | 1.55% | – |
VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,047,000 | – | 28,666 | +100.0% | 1.53% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $4,033,000 | – | 43,981 | +100.0% | 1.53% | – |
ARKK | New | ARK ETF TRinnovation etf | $3,901,000 | – | 31,339 | +100.0% | 1.48% | – |
VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,597,000 | – | 15,634 | +100.0% | 1.36% | – |
DGRW | New | WISDOMTREE TRus qtly div grt | $3,290,000 | – | 60,978 | +100.0% | 1.24% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $3,183,000 | – | 1,816 | +100.0% | 1.20% | – |
SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,572,000 | – | 45,743 | +100.0% | 0.97% | – |
DLN | New | WISDOMTREE TRus largecap divd | $2,571,000 | – | 23,915 | +100.0% | 0.97% | – |
IVV | New | ISHARES TRcore s&p500 etf | $2,570,000 | – | 6,846 | +100.0% | 0.97% | – |
TSLA | New | TESLA INC | $2,554,000 | – | 3,619 | +100.0% | 0.97% | – |
IHDG | New | WISDOMTREE TRitl hdg qtly div | $2,454,000 | – | 62,403 | +100.0% | 0.93% | – |
FB | New | FACEBOOK INCcl a | $2,406,000 | – | 8,808 | +100.0% | 0.91% | – |
SIGI | New | SELECTIVE INS GROUP INC | $2,364,000 | – | 35,295 | +100.0% | 0.89% | – |
KEMQ | New | KRANESHARES TRemrng mkt cons | $2,357,000 | – | 72,302 | +100.0% | 0.89% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $2,340,000 | – | 19,667 | +100.0% | 0.88% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $2,249,000 | – | 10,604 | +100.0% | 0.85% | – |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $2,149,000 | – | 8,027 | +100.0% | 0.81% | – |
XSOE | New | WISDOMTREE TRem ex st-owned | $2,074,000 | – | 52,284 | +100.0% | 0.78% | – |
PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $2,045,000 | – | 12,039 | +100.0% | 0.77% | – |
SPIP | New | SPDR SER TRportfli tips etf | $2,044,000 | – | 65,591 | +100.0% | 0.77% | – |
FSR | New | FISKER INC | $2,039,000 | – | 139,180 | +100.0% | 0.77% | – |
NOBL | New | PROSHARES TRs&p 500 dv arist | $2,033,000 | – | 25,455 | +100.0% | 0.77% | – |
IHI | New | ISHARES TRu.s. med dvc etf | $1,966,000 | – | 6,008 | +100.0% | 0.74% | – |
MTUM | New | ISHARES TRmsci usa mmentm | $1,915,000 | – | 11,875 | +100.0% | 0.72% | – |
HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,883,000 | – | 38,648 | +100.0% | 0.71% | – |
JNJ | New | JOHNSON & JOHNSON | $1,861,000 | – | 11,827 | +100.0% | 0.70% | – |
JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,823,000 | – | 35,884 | +100.0% | 0.69% | – |
AGGY | New | WISDOMTREE TRyield enhancd us | $1,812,000 | – | 33,749 | +100.0% | 0.68% | – |
HD | New | HOME DEPOT INC | $1,791,000 | – | 6,744 | +100.0% | 0.68% | – |
MRK | New | MERCK & CO. INC | $1,788,000 | – | 21,864 | +100.0% | 0.68% | – |
FVD | New | FIRST TR VALUE LINE DIVID IN | $1,751,000 | – | 49,915 | +100.0% | 0.66% | – |
FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,746,000 | – | 86,493 | +100.0% | 0.66% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $1,721,000 | – | 4,604 | +100.0% | 0.65% | – |
GOVT | New | ISHARES TRus treas bd etf | $1,701,000 | – | 62,456 | +100.0% | 0.64% | – |
FAD | New | FIRST TR MULTI CAP GROWTH AL | $1,661,000 | – | 16,012 | +100.0% | 0.63% | – |
FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,579,000 | – | 26,293 | +100.0% | 0.60% | – |
ROKU | New | ROKU INC | $1,561,000 | – | 4,703 | +100.0% | 0.59% | – |
SPIB | New | SPDR SER TRportfolio intrmd | $1,528,000 | – | 41,110 | +100.0% | 0.58% | – |
PG | New | PROCTER AND GAMBLE CO | $1,521,000 | – | 10,929 | +100.0% | 0.58% | – |
SPLB | New | SPDR SER TRportfolio ln cor | $1,516,000 | – | 45,804 | +100.0% | 0.57% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $1,501,000 | – | 25,545 | +100.0% | 0.57% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,466,000 | – | 18,728 | +100.0% | 0.56% | – |
SMDV | New | PROSHARES TRruss 2000 divd | $1,397,000 | – | 24,332 | +100.0% | 0.53% | – |
SPTI | New | SPDR SER TRportfli intrmdit | $1,349,000 | – | 40,800 | +100.0% | 0.51% | – |
FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $1,304,000 | – | 63,995 | +100.0% | 0.49% | – |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,298,000 | – | 10,908 | +100.0% | 0.49% | – |
NKE | New | NIKE INCcl b | $1,294,000 | – | 9,150 | +100.0% | 0.49% | – |
IBND | New | SPDR SER TRblombrg brc intl | $1,276,000 | – | 33,659 | +100.0% | 0.48% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $1,251,000 | – | 3,536 | +100.0% | 0.47% | – |
DKNG | New | DRAFTKINGS INC | $1,173,000 | – | 25,195 | +100.0% | 0.44% | – |
FALN | New | ISHARES TRfaln angls usd | $1,121,000 | – | 38,088 | +100.0% | 0.42% | – |
DGS | New | WISDOMTREE TRemg mkts smcap | $1,107,000 | – | 23,196 | +100.0% | 0.42% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $1,108,000 | – | 17,367 | +100.0% | 0.42% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,096,000 | – | 4,728 | +100.0% | 0.42% | – |
MCD | New | MCDONALDS CORP | $1,078,000 | – | 5,021 | +100.0% | 0.41% | – |
LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,073,000 | – | 20,850 | +100.0% | 0.41% | – |
FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,061,000 | – | 24,342 | +100.0% | 0.40% | – |
PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,059,000 | – | 32,202 | +100.0% | 0.40% | – |
BX | New | BLACKSTONE GROUP INC | $1,046,000 | – | 16,144 | +100.0% | 0.40% | – |
CRM | New | SALESFORCE COM INC | $1,041,000 | – | 4,679 | +100.0% | 0.39% | – |
V | New | VISA INC | $1,028,000 | – | 4,701 | +100.0% | 0.39% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $1,027,000 | – | 5,830 | +100.0% | 0.39% | – |
PEP | New | PEPSICO INC | $1,015,000 | – | 6,846 | +100.0% | 0.38% | – |
XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $992,000 | – | 20,625 | +100.0% | 0.38% | – |
SPTM | New | SPDR SER TRportfoli s&p1500 | $951,000 | – | 20,643 | +100.0% | 0.36% | – |
USFR | New | WISDOMTREE TRfloatng rat trea | $946,000 | – | 37,694 | +100.0% | 0.36% | – |
TWLO | New | TWILIO INCcl a | $944,000 | – | 2,789 | +100.0% | 0.36% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $940,000 | – | 16,113 | +100.0% | 0.36% | – |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $897,000 | – | 21,283 | +100.0% | 0.34% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $880,000 | – | 15,088 | +100.0% | 0.33% | – |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $872,000 | – | 6,129 | +100.0% | 0.33% | – |
AXP | New | AMERICAN EXPRESS CO | $868,000 | – | 7,175 | +100.0% | 0.33% | – |
PFIG | New | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $865,000 | – | 31,484 | +100.0% | 0.33% | – |
TIP | New | ISHARES TRtips bd etf | $863,000 | – | 6,761 | +100.0% | 0.33% | – |
WMT | New | WALMART INC | $854,000 | – | 5,922 | +100.0% | 0.32% | – |
IMCG | New | ISHARES TRmrgstr md cp grw | $839,000 | – | 2,193 | +100.0% | 0.32% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $833,000 | – | 3,456 | +100.0% | 0.32% | – |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $829,000 | – | 9,401 | +100.0% | 0.31% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $819,000 | – | 5,163 | +100.0% | 0.31% | – |
GOOG | New | ALPHABET INCcap stk cl c | $815,000 | – | 465 | +100.0% | 0.31% | – |
SMLV | New | SPDR SER TRssga us smal etf | $812,000 | – | 8,489 | +100.0% | 0.31% | – |
CL | New | COLGATE PALMOLIVE CO | $807,000 | – | 9,432 | +100.0% | 0.30% | – |
LULU | New | LULULEMON ATHLETICA INC | $789,000 | – | 2,267 | +100.0% | 0.30% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $785,000 | – | 1,685 | +100.0% | 0.30% | – |
DIS | New | DISNEY WALT CO | $761,000 | – | 4,198 | +100.0% | 0.29% | – |
WFC | New | WELLS FARGO CO NEW | $754,000 | – | 24,986 | +100.0% | 0.28% | – |
SQ | New | SQUARE INCcl a | $734,000 | – | 3,371 | +100.0% | 0.28% | – |
JPM | New | JPMORGAN CHASE & CO | $732,000 | – | 5,760 | +100.0% | 0.28% | – |
DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $707,000 | – | 11,953 | +100.0% | 0.27% | – |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $702,000 | – | 21,321 | +100.0% | 0.27% | – |
AMGN | New | AMGEN INC | $697,000 | – | 3,031 | +100.0% | 0.26% | – |
COST | New | COSTCO WHSL CORP NEW | $698,000 | – | 1,853 | +100.0% | 0.26% | – |
IJR | New | ISHARES TRcore s&p scp etf | $694,000 | – | 7,547 | +100.0% | 0.26% | – |
DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $684,000 | – | 31,249 | +100.0% | 0.26% | – |
T | New | AT&T INC | $661,000 | – | 22,967 | +100.0% | 0.25% | – |
CMCSA | New | COMCAST CORP NEWcl a | $647,000 | – | 12,343 | +100.0% | 0.24% | – |
SBUX | New | STARBUCKS CORP | $649,000 | – | 6,063 | +100.0% | 0.24% | – |
GPN | New | GLOBAL PMTS INC | $639,000 | – | 2,966 | +100.0% | 0.24% | – |
SYG | New | SSGA ACTIVE ETF TRmfs sys gwt eq | $631,000 | – | 5,436 | +100.0% | 0.24% | – |
BAC | New | BK OF AMERICA CORP | $626,000 | – | 20,665 | +100.0% | 0.24% | – |
PFE | New | PFIZER INC | $623,000 | – | 16,932 | +100.0% | 0.24% | – |
SLYV | New | SPDR SER TRs&p 600 smcp val | $622,000 | – | 9,397 | +100.0% | 0.24% | – |
ONEO | New | SPDR SER TRrussell momentum | $622,000 | – | 7,313 | +100.0% | 0.24% | – |
REGL | New | PROSHARES TRs&p mdcp 400 div | $618,000 | – | 9,823 | +100.0% | 0.23% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $594,000 | – | 8,218 | +100.0% | 0.22% | – |
USRT | New | ISHARES TRcre u s reit etf | $592,000 | – | 12,222 | +100.0% | 0.22% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $589,000 | – | 1,649 | +100.0% | 0.22% | – |
FSK | New | FS KKR CAP CORP | $588,000 | – | 35,508 | +100.0% | 0.22% | – |
SHAG | New | WISDOMTREE TRyield enhanced | $579,000 | – | 11,258 | +100.0% | 0.22% | – |
BLK | New | BLACKROCK INC | $566,000 | – | 784 | +100.0% | 0.21% | – |
IWM | New | ISHARES TRrussell 2000 etf | $551,000 | – | 2,809 | +100.0% | 0.21% | – |
HSY | New | HERSHEY CO | $547,000 | – | 3,590 | +100.0% | 0.21% | – |
IVE | New | ISHARES TRs&p 500 val etf | $544,000 | – | 4,249 | +100.0% | 0.21% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $535,000 | – | 2,748 | +100.0% | 0.20% | – |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $534,000 | – | 5,833 | +100.0% | 0.20% | – |
UNH | New | UNITEDHEALTH GROUP INC | $534,000 | – | 1,522 | +100.0% | 0.20% | – |
MDYV | New | SPDR SER TRs&p 400 mdcp val | $527,000 | – | 9,498 | +100.0% | 0.20% | – |
DE | New | DEERE & CO | $527,000 | – | 1,960 | +100.0% | 0.20% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $520,000 | – | 2,261 | +100.0% | 0.20% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $515,000 | – | 7,208 | +100.0% | 0.20% | – |
CLOU | New | GLOBAL X FDS | $510,000 | – | 18,292 | +100.0% | 0.19% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $504,000 | – | 4,004 | +100.0% | 0.19% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $506,000 | – | 1,011 | +100.0% | 0.19% | – |
VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $505,000 | – | 10,003 | +100.0% | 0.19% | – |
VOO | New | VANGUARD INDEX FDS | $503,000 | – | 1,463 | +100.0% | 0.19% | – |
BIV | New | VANGUARD BD INDEX FDSintermed term | $502,000 | – | 5,405 | +100.0% | 0.19% | – |
GIK | New | GIGCAPITAL3 INC | $500,000 | – | 37,950 | +100.0% | 0.19% | – |
CAT | New | CATERPILLAR INC | $496,000 | – | 2,727 | +100.0% | 0.19% | – |
CABO | New | CABLE ONE INC | $495,000 | – | 222 | +100.0% | 0.19% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $495,000 | – | 2,427 | +100.0% | 0.19% | – |
DOCU | New | DOCUSIGN INC | $492,000 | – | 2,215 | +100.0% | 0.19% | – |
UVSP | New | UNIVEST FINANCIAL CORPORATIO | $492,000 | – | 23,912 | +100.0% | 0.19% | – |
EOSE | New | EOS ENERGY ENTERPRISES INC | $490,000 | – | 23,500 | +100.0% | 0.18% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $489,000 | – | 2,102 | +100.0% | 0.18% | – |
BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $485,000 | – | 5,558 | +100.0% | 0.18% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $484,000 | – | 7,795 | +100.0% | 0.18% | – |
SPLG | New | SPDR SER TRportfolio s&p500 | $480,000 | – | 10,927 | +100.0% | 0.18% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $473,000 | – | 5,571 | +100.0% | 0.18% | – |
GLD | New | SPDR GOLD TR | $469,000 | – | 2,629 | +100.0% | 0.18% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $467,000 | – | 13,841 | +100.0% | 0.18% | – |
FTHI | New | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $465,000 | – | 23,057 | +100.0% | 0.18% | – |
SPAB | New | SPDR SER TRportfolio agrgte | $459,000 | – | 14,906 | +100.0% | 0.17% | – |
PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $460,000 | – | 2,875 | +100.0% | 0.17% | – |
SNSR | New | GLOBAL X FDSinternet of thng | $457,000 | – | 14,381 | +100.0% | 0.17% | – |
ABT | New | ABBOTT LABS | $451,000 | – | 4,118 | +100.0% | 0.17% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $451,000 | – | 3,888 | +100.0% | 0.17% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $446,000 | – | 5,383 | +100.0% | 0.17% | – |
QCOM | New | QUALCOMM INC | $447,000 | – | 2,934 | +100.0% | 0.17% | – |
RH | New | RH | $442,000 | – | 988 | +100.0% | 0.17% | – |
MILN | New | GLOBAL X FDSmill themc etf | $441,000 | – | 11,780 | +100.0% | 0.17% | – |
LOW | New | LOWES COS INC | $439,000 | – | 2,735 | +100.0% | 0.17% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $440,000 | – | 3,880 | +100.0% | 0.17% | – |
HON | New | HONEYWELL INTL INC | $437,000 | – | 2,056 | +100.0% | 0.16% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $434,000 | – | 9,183 | +100.0% | 0.16% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $425,000 | – | 8,491 | +100.0% | 0.16% | – |
CSCO | New | CISCO SYS INC | $424,000 | – | 9,482 | +100.0% | 0.16% | – |
IWD | New | ISHARES TRrus 1000 val etf | $422,000 | – | 3,087 | +100.0% | 0.16% | – |
CVS | New | CVS HEALTH CORP | $423,000 | – | 6,190 | +100.0% | 0.16% | – |
C | New | CITIGROUP INC | $424,000 | – | 6,876 | +100.0% | 0.16% | – |
BA | New | BOEING CO | $417,000 | – | 1,949 | +100.0% | 0.16% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $415,000 | – | 6,892 | +100.0% | 0.16% | – |
KO | New | COCA COLA CO | $416,000 | – | 7,592 | +100.0% | 0.16% | – |
IEFA | New | ISHARES TRcore msci eafe | $403,000 | – | 5,827 | +100.0% | 0.15% | – |
AVGO | New | BROADCOM INC | $400,000 | – | 913 | +100.0% | 0.15% | – |
AOA | New | ISHARES TRaggres alloc etf | $391,000 | – | 6,100 | +100.0% | 0.15% | – |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $387,000 | – | 1,824 | +100.0% | 0.15% | – |
NEE | New | NEXTERA ENERGY INC | $383,000 | – | 4,968 | +100.0% | 0.14% | – |
EFAX | New | SPDR INDEX SHS FDSmsci eafe fs etf | $373,000 | – | 4,783 | +100.0% | 0.14% | – |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $374,000 | – | 5,541 | +100.0% | 0.14% | – |
USMV | New | ISHARES TRmsci usa min vol | $370,000 | – | 5,452 | +100.0% | 0.14% | – |
FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $364,000 | – | 7,647 | +100.0% | 0.14% | – |
AMP | New | AMERIPRISE FINL INC | $356,000 | – | 1,834 | +100.0% | 0.14% | – |
RMO | New | ROMEO POWER INC | $355,000 | – | 15,800 | +100.0% | 0.13% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $352,000 | – | 14,950 | +100.0% | 0.13% | – |
ICVT | New | ISHARES TRconv bd etf | $349,000 | – | 3,618 | +100.0% | 0.13% | – |
GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $347,000 | – | 6,851 | +100.0% | 0.13% | – |
IWP | New | ISHARES TRrus md cp gr etf | $346,000 | – | 3,366 | +100.0% | 0.13% | – |
ED | New | CONSOLIDATED EDISON INC | $346,000 | – | 4,781 | +100.0% | 0.13% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $339,000 | – | 2,108 | +100.0% | 0.13% | – |
DGRO | New | ISHARES TRcore div grwth | $336,000 | – | 7,496 | +100.0% | 0.13% | – |
PCI | New | PIMCO DYNAMIC CR INCOME FD | $335,000 | – | 15,800 | +100.0% | 0.13% | – |
EXC | New | EXELON CORP | $331,000 | – | 7,834 | +100.0% | 0.12% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $329,000 | – | 2,533 | +100.0% | 0.12% | – |
PANW | New | PALO ALTO NETWORKS INC | $329,000 | – | 926 | +100.0% | 0.12% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $324,000 | – | 4,076 | +100.0% | 0.12% | – |
CWEN | New | CLEARWAY ENERGY INCcl c | $326,000 | – | 10,203 | +100.0% | 0.12% | – |
PTLC | New | PACER FDS TRtrendp us lar cp | $325,000 | – | 9,923 | +100.0% | 0.12% | – |
EVRI | New | EVERI HLDGS INC | $322,000 | – | 23,300 | +100.0% | 0.12% | – |
GIX | New | GIGCAPITAL2 INC | $321,000 | – | 29,300 | +100.0% | 0.12% | – |
ISCG | New | ISHARES TRmrgstr sm cp gr | $318,000 | – | 1,048 | +100.0% | 0.12% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC | $318,000 | – | 30,170 | +100.0% | 0.12% | – |
ECL | New | ECOLAB INC | $318,000 | – | 1,472 | +100.0% | 0.12% | – |
MMM | New | 3M CO | $317,000 | – | 1,814 | +100.0% | 0.12% | – |
PKO | New | PIMCO INCOME OPPORTUNITY FD | $316,000 | – | 12,500 | +100.0% | 0.12% | – |
DLS | New | WISDOMTREE TRintl smcap div | $315,000 | – | 4,622 | +100.0% | 0.12% | – |
FDX | New | FEDEX CORP | $311,000 | – | 1,198 | +100.0% | 0.12% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $306,000 | – | 3,508 | +100.0% | 0.12% | – |
FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $307,000 | – | 15,865 | +100.0% | 0.12% | – |
ACWF | New | ISHARES TRmsci gbl multifc | $303,000 | – | 8,996 | +100.0% | 0.12% | – |
ACN | New | ACCENTURE PLC IRELAND | $303,000 | – | 1,159 | +100.0% | 0.12% | – |
ICSH | New | ISHARES TRblackrock ultra | $301,000 | – | 5,950 | +100.0% | 0.11% | – |
FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $290,000 | – | 2,453 | +100.0% | 0.11% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $291,000 | – | 210 | +100.0% | 0.11% | – |
QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $285,000 | – | 9,221 | +100.0% | 0.11% | – |
AMT | New | AMERICAN TOWER CORP NEW | $282,000 | – | 1,255 | +100.0% | 0.11% | – |
TJX | New | TJX COS INC NEW | $284,000 | – | 4,162 | +100.0% | 0.11% | – |
SPMO | New | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $283,000 | – | 5,342 | +100.0% | 0.11% | – |
CVM | New | CEL-SCI CORP | $281,000 | – | 24,120 | +100.0% | 0.11% | – |
SHOP | New | SHOPIFY INCcl a | $281,000 | – | 248 | +100.0% | 0.11% | – |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $278,000 | – | 18,930 | +100.0% | 0.10% | – |
TFC | New | TRUIST FINL CORP | $274,000 | – | 5,715 | +100.0% | 0.10% | – |
IWS | New | ISHARES TRrus mdcp val etf | $275,000 | – | 2,837 | +100.0% | 0.10% | – |
XHB | New | SPDR SER TRs&p homebuild | $275,000 | – | 4,768 | +100.0% | 0.10% | – |
MO | New | ALTRIA GROUP INC | $275,000 | – | 6,696 | +100.0% | 0.10% | – |
DLTR | New | DOLLAR TREE INC | $271,000 | – | 2,512 | +100.0% | 0.10% | – |
DES | New | WISDOMTREE TRus smallcap divd | $273,000 | – | 10,250 | +100.0% | 0.10% | – |
FPF | New | FIRST TR INTER DUR PFD & IN | $269,000 | – | 11,170 | +100.0% | 0.10% | – |
KPTI | New | KARYOPHARM THERAPEUTICS INC | $267,000 | – | 17,225 | +100.0% | 0.10% | – |
HDV | New | ISHARES TRcore high dv etf | $266,000 | – | 3,032 | +100.0% | 0.10% | – |
PEGA | New | PEGASYSTEMS INC | $263,000 | – | 1,974 | +100.0% | 0.10% | – |
FYX | New | FIRST TR SML CP CORE ALPHA F | $259,000 | – | 3,370 | +100.0% | 0.10% | – |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $258,000 | – | 3,099 | +100.0% | 0.10% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $257,000 | – | 1,242 | +100.0% | 0.10% | – |
AGG | New | ISHARES TRcore us aggbd et | $253,000 | – | 2,144 | +100.0% | 0.10% | – |
EBAY | New | EBAY INC. | $254,000 | – | 5,062 | +100.0% | 0.10% | – |
LVS | New | LAS VEGAS SANDS CORP | $250,000 | – | 4,187 | +100.0% | 0.10% | – |
KSU | New | KANSAS CITY SOUTHERN | $250,000 | – | 1,223 | +100.0% | 0.10% | – |
RGR | New | STURM RUGER & CO INC | $241,000 | – | 3,700 | +100.0% | 0.09% | – |
XOM | New | EXXON MOBIL CORP | $237,000 | – | 5,755 | +100.0% | 0.09% | – |
ABBV | New | ABBVIE INC | $235,000 | – | 2,189 | +100.0% | 0.09% | – |
PENN | New | PENN NATL GAMING INC | $232,000 | – | 2,685 | +100.0% | 0.09% | – |
CHWY | New | CHEWY INCcl a | $232,000 | – | 2,577 | +100.0% | 0.09% | – |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $233,000 | – | 2,395 | +100.0% | 0.09% | – |
GD | New | GENERAL DYNAMICS CORP | $230,000 | – | 1,547 | +100.0% | 0.09% | – |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $228,000 | – | 1,075 | +100.0% | 0.09% | – |
INTC | New | INTEL CORP | $228,000 | – | 4,571 | +100.0% | 0.09% | – |
PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $228,000 | – | 24,400 | +100.0% | 0.09% | – |
ILCG | New | ISHARES TRmrngstr lg-cp gr | $228,000 | – | 786 | +100.0% | 0.09% | – |
KMX | New | CARMAX INC | $223,000 | – | 2,365 | +100.0% | 0.08% | – |
IJJ | New | ISHARES TRs&p mc 400vl etf | $221,000 | – | 2,564 | +100.0% | 0.08% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $217,000 | – | 4,565 | +100.0% | 0.08% | – |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $215,000 | – | 2,327 | +100.0% | 0.08% | – |
VLDR | New | VELODYNE LIDAR INC | $215,000 | – | 9,400 | +100.0% | 0.08% | – |
SO | New | SOUTHERN CO | $212,000 | – | 3,447 | +100.0% | 0.08% | – |
ARKQ | New | ARK ETF TRautnmus technlgy | $210,000 | – | 2,758 | +100.0% | 0.08% | – |
NET | New | CLOUDFLARE INC | $201,000 | – | 2,640 | +100.0% | 0.08% | – |
FEX | New | FIRST TR LRGE CP CORE ALPHA | $201,000 | – | 2,732 | +100.0% | 0.08% | – |
GRIL | New | MUSCLE MAKER INC | $184,000 | – | 105,000 | +100.0% | 0.07% | – |
ETY | New | EATON VANCE TAX-MANAGED DIVE | $162,000 | – | 13,250 | +100.0% | 0.06% | – |
FSD | New | FIRST TR HIGH INCOME L/S FD | $157,000 | – | 10,600 | +100.0% | 0.06% | – |
POWW | New | AMMO INC | $134,000 | – | 40,500 | +100.0% | 0.05% | – |
ETJ | New | EATON VANCE RISK-MANAGED DIV | $114,000 | – | 10,990 | +100.0% | 0.04% | – |
EXG | New | EATON VANCE TAX-MANAGED GLOB | $101,000 | – | 11,500 | +100.0% | 0.04% | – |
GAB | New | GABELLI EQUITY TR INC | $86,000 | – | 13,700 | +100.0% | 0.03% | – |
ACB | New | AURORA CANNABIS INC | $86,000 | – | 10,308 | +100.0% | 0.03% | – |
SIOX | New | SIO GENE THERAPIES INC | $67,000 | – | 24,000 | +100.0% | 0.02% | – |
OSMT | New | OSMOTICA PHARMACEUTICALS PLC | $61,000 | – | 14,800 | +100.0% | 0.02% | – |
CMRX | New | CHIMERIX INC | $58,000 | – | 12,100 | +100.0% | 0.02% | – |
HIO | New | WESTERN ASSET HIGH INCOME OP | $50,000 | – | 10,000 | +100.0% | 0.02% | – |
LPTX | New | LEAP THERAPEUTICS INC | $45,000 | – | 20,000 | +100.0% | 0.02% | – |
OEG | New | ORBITAL ENERGY GROUP INC | $31,000 | – | 14,000 | +100.0% | 0.01% | – |
AGEN | New | AGENUS INC | $32,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 7.0% |
AMAZON COM INC | 12 | Q3 2023 | 4.8% |
MICROSOFT CORP | 12 | Q3 2023 | 2.1% |
NVIDIA CORPORATION | 12 | Q3 2023 | 2.9% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 1.9% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 1.8% |
ALPHABET INC | 12 | Q3 2023 | 1.9% |
TESLA INC | 12 | Q3 2023 | 2.0% |
PAYPAL HLDGS INC | 12 | Q3 2023 | 2.0% |
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 1.7% |
View Insight Advisors, LLC/ PA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-23 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-21 |
13F-HR | 2022-12-12 |
13F-HR | 2022-08-11 |
13F-HR/A | 2022-06-02 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-09 |
View Insight Advisors, LLC/ PA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.