$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.