$316 Million is the total value of Insight Advisors, LLC/ PA's 328 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $10,803,000 | -15.0% | 3,117 | -20.2% | 3.42% | -28.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,065,000 | +5.7% | 18,431 | -2.6% | 1.60% | -11.6% |
| NFLX | Sell | NETFLIX INC | $4,569,000 | -11.0% | 8,899 | -6.3% | 1.45% | -25.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,287,000 | +0.8% | 12,684 | -6.4% | 1.36% | -15.7% |
| NVDA | Sell | NVIDIA CORPORATION | $3,926,000 | -4.2% | 6,541 | -16.7% | 1.24% | -19.9% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,801,000 | +5.7% | 15,149 | -3.1% | 1.20% | -11.6% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $3,333,000 | -17.4% | 40,837 | -7.1% | 1.06% | -30.9% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,665,000 | +3.6% | 44,087 | -3.6% | 0.84% | -13.3% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $2,570,000 | +4.7% | 60,376 | -3.2% | 0.81% | -12.3% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,388,000 | +6.2% | 10,594 | -0.1% | 0.76% | -11.2% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,265,000 | +5.4% | 7,956 | -0.9% | 0.72% | -11.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $2,046,000 | +4.1% | 5,773 | -3.9% | 0.65% | -12.9% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,923,000 | +0.4% | 11,168 | -6.0% | 0.61% | -15.9% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,633,000 | -6.5% | 80,331 | -7.1% | 0.52% | -21.7% |
| ROKU | Sell | ROKU INC | $1,590,000 | +1.9% | 4,637 | -1.4% | 0.50% | -14.7% |
| MRK | Sell | MERCK & CO. INC | $1,502,000 | -16.0% | 20,162 | -7.8% | 0.48% | -29.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,473,000 | +13.5% | 10,449 | -4.2% | 0.47% | -5.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,247,000 | -0.3% | 3,309 | -6.4% | 0.40% | -16.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,238,000 | -17.5% | 21,425 | -16.1% | 0.39% | -31.0% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,220,000 | -35.2% | 25,112 | -35.0% | 0.39% | -45.8% |
| NKE | Sell | NIKE INCcl b | $1,198,000 | -7.4% | 9,030 | -1.3% | 0.38% | -22.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,166,000 | +5.2% | 16,757 | -3.5% | 0.37% | -11.9% |
| WFC | Sell | WELLS FARGO CO NEW | $1,126,000 | +49.3% | 24,983 | -0.0% | 0.36% | +24.9% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,095,000 | +3.4% | 30,501 | -5.3% | 0.35% | -13.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,068,000 | +31.0% | 443 | -4.7% | 0.34% | +9.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,012,000 | +2.0% | 18,725 | -9.2% | 0.32% | -14.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,001,000 | +6.5% | 16,084 | -0.2% | 0.32% | -11.0% |
| TWLO | Sell | TWILIO INCcl a | $974,000 | +3.2% | 2,648 | -5.1% | 0.31% | -13.7% |
| PEP | Sell | PEPSICO INC | $968,000 | -4.6% | 6,709 | -2.0% | 0.31% | -20.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $943,000 | +5.1% | 21,250 | -0.2% | 0.30% | -11.8% |
| V | Sell | VISA INC | $932,000 | -9.3% | 3,993 | -15.1% | 0.30% | -24.2% |
| SMLV | Sell | SPDR SER TRssga us smal etf | $892,000 | +9.9% | 7,828 | -7.8% | 0.28% | -8.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $848,000 | +1.8% | 3,265 | -5.5% | 0.27% | -14.9% |
| TIP | Sell | ISHARES TRtips bd etf | $830,000 | -3.8% | 6,536 | -3.3% | 0.26% | -19.3% |
| CRM | Sell | SALESFORCE COM INC | $817,000 | -21.5% | 3,552 | -24.1% | 0.26% | -34.3% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $788,000 | -26.6% | 15,397 | -26.2% | 0.25% | -38.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $757,000 | -8.7% | 8,881 | -5.5% | 0.24% | -23.6% |
| DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $713,000 | +0.8% | 11,202 | -6.3% | 0.23% | -15.4% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $693,000 | +11.4% | 8,316 | -11.5% | 0.22% | -6.8% |
| AMGN | Sell | AMGEN INC | $679,000 | -2.6% | 2,835 | -6.5% | 0.22% | -18.6% |
| FSK | Sell | FS KKR CAP CORP | $669,000 | +13.8% | 32,155 | -9.4% | 0.21% | -4.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $663,000 | -5.0% | 1,783 | -3.8% | 0.21% | -20.5% |
| PFE | Sell | PFIZER INC | $652,000 | +4.7% | 16,761 | -1.0% | 0.21% | -12.7% |
| LULU | Sell | LULULEMON ATHLETICA INC | $646,000 | -18.1% | 1,926 | -15.0% | 0.20% | -31.5% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $621,000 | +4.5% | 7,626 | -7.2% | 0.20% | -12.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $596,000 | +11.6% | 5,750 | -1.4% | 0.19% | -6.4% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $598,000 | +13.5% | 8,729 | -8.1% | 0.19% | -5.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $579,000 | +8.2% | 2,604 | -5.2% | 0.18% | -9.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $567,000 | +6.2% | 1,422 | -6.6% | 0.18% | -11.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $533,000 | +12.7% | 5,375 | -3.5% | 0.17% | -5.6% |
| UVSP | Sell | UNIVEST FINANCIAL CORPORATIO | $503,000 | +2.2% | 18,000 | -24.7% | 0.16% | -14.5% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $483,000 | +5.7% | 14,150 | -1.6% | 0.15% | -11.6% |
| C | Sell | CITIGROUP INC | $484,000 | +14.2% | 6,789 | -1.3% | 0.15% | -4.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $483,000 | -4.5% | 951 | -5.9% | 0.15% | -19.9% |
| CLOU | Sell | GLOBAL X FDS | $480,000 | -5.9% | 17,632 | -3.6% | 0.15% | -21.2% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $479,000 | -4.6% | 5,371 | -0.6% | 0.15% | -20.0% |
| MILN | Sell | GLOBAL X FDSmill themc etf | $481,000 | +9.1% | 11,540 | -2.0% | 0.15% | -9.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $466,000 | +5.9% | 3,839 | -1.1% | 0.15% | -10.8% |
| DOCU | Sell | DOCUSIGN INC | $458,000 | -6.9% | 2,055 | -7.2% | 0.14% | -22.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $454,000 | +9.4% | 6,875 | -0.2% | 0.14% | -8.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $445,000 | +4.7% | 8,405 | -1.0% | 0.14% | -12.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $435,000 | +3.1% | 2,759 | -10.6% | 0.14% | -13.8% |
| DKNG | Sell | DRAFTKINGS INC | $432,000 | -63.2% | 7,625 | -69.7% | 0.14% | -69.1% |
| PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $419,000 | -8.9% | 2,681 | -6.7% | 0.13% | -23.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $404,000 | -37.6% | 7,187 | -41.8% | 0.13% | -47.8% |
| NEE | Sell | NEXTERA ENERGY INC | $378,000 | -1.3% | 4,875 | -1.9% | 0.12% | -17.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $373,000 | +0.8% | 5,186 | -4.9% | 0.12% | -15.7% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $351,000 | +8.0% | 9,593 | -3.3% | 0.11% | -9.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $345,000 | +4.9% | 2,469 | -2.5% | 0.11% | -12.1% |
| ACWF | Sell | ISHARES TRmsci gbl multifc | $333,000 | +9.9% | 8,855 | -1.6% | 0.10% | -8.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $329,000 | -26.2% | 4,001 | -25.7% | 0.10% | -38.5% |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $330,000 | +18.7% | 18,422 | -2.7% | 0.10% | -1.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $323,000 | -13.6% | 4,371 | -21.1% | 0.10% | -27.7% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $318,000 | +16.5% | 9,984 | -2.6% | 0.10% | -1.9% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $320,000 | -30.3% | 10,720 | -28.1% | 0.10% | -42.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $302,000 | -1.3% | 3,450 | -1.7% | 0.10% | -17.2% |
| MMM | Sell | 3M CO | $295,000 | -6.9% | 1,492 | -17.8% | 0.09% | -22.5% |
| HDV | Sell | ISHARES TRcore high dv etf | $285,000 | +7.1% | 2,980 | -1.7% | 0.09% | -10.9% |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $283,000 | +9.3% | 3,072 | -8.8% | 0.09% | -8.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $275,000 | +7.0% | 1,186 | -4.5% | 0.09% | -10.3% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $275,000 | -21.9% | 11,950 | -20.1% | 0.09% | -34.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $259,000 | -8.2% | 1,016 | -19.0% | 0.08% | -23.4% |
| INTC | Sell | INTEL CORP | $253,000 | +11.0% | 4,398 | -3.8% | 0.08% | -7.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $242,000 | +9.5% | 2,264 | -11.7% | 0.08% | -8.3% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $235,000 | +9.3% | 2,317 | -0.4% | 0.07% | -8.6% |
| SO | Sell | SOUTHERN CO | $228,000 | +7.5% | 3,441 | -0.2% | 0.07% | -10.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $219,000 | -6.0% | 2,339 | -2.3% | 0.07% | -21.6% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $204,000 | +1.5% | 2,434 | -10.9% | 0.06% | -14.5% |
| ETY | Sell | EATON VANCE TAX-MANAGED DIVE | $171,000 | +5.6% | 12,750 | -3.8% | 0.05% | -11.5% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $111,000 | -2.6% | 10,189 | -7.3% | 0.04% | -18.6% |
| POWW | Sell | AMMO INC | $111,000 | -17.2% | 15,406 | -62.0% | 0.04% | -31.4% |
| OEG | Exit | ORBITAL ENERGY GROUP INC | $0 | – | -14,000 | -100.0% | -0.01% | – |
| LPTX | Exit | LEAP THERAPEUTICS INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
| HIO | Exit | WESTERN ASSET HIGH INCOME OP | $0 | – | -10,000 | -100.0% | -0.02% | – |
| CMRX | Exit | CHIMERIX INC | $0 | – | -12,100 | -100.0% | -0.02% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -10,308 | -100.0% | -0.03% | – |
| GRIL | Exit | MUSCLE MAKER INC | $0 | – | -105,000 | -100.0% | -0.07% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -2,640 | -100.0% | -0.08% | – |
| VLDR | Exit | VELODYNE LIDAR INC | $0 | – | -9,400 | -100.0% | -0.08% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -4,565 | -100.0% | -0.08% | – |
| ILCG | Exit | ISHARES TRmrngstr lg-cp gr | $0 | – | -786 | -100.0% | -0.09% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,075 | -100.0% | -0.09% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,144 | -100.0% | -0.10% | – |
| FPF | Exit | FIRST TR INTER DUR PFD & IN | $0 | – | -11,170 | -100.0% | -0.10% | – |
| CVM | Exit | CEL-SCI CORP | $0 | – | -24,120 | -100.0% | -0.11% | – |
| GIX | Exit | GIGCAPITAL2 INC | $0 | – | -29,300 | -100.0% | -0.12% | – |
| EVRI | Exit | EVERI HLDGS INC | $0 | – | -23,300 | -100.0% | -0.12% | – |
| EOSE | Exit | EOS ENERGY ENTERPRISES INC | $0 | – | -23,500 | -100.0% | -0.18% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,102 | -100.0% | -0.18% | – |
| GIK | Exit | GIGCAPITAL3 INC | $0 | – | -37,950 | -100.0% | -0.19% | – |
| SYG | Exit | SSGA ACTIVE ETF TRmfs sys gwt eq | $0 | – | -5,436 | -100.0% | -0.24% | – |
| FPEI | Exit | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $0 | – | -63,995 | -100.0% | -0.49% | – |
| FAD | Exit | FIRST TR MULTI CAP GROWTH AL | $0 | – | -16,012 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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 | 2024-05-06 |
| 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 |
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.