$319 Million is the total value of Insight Advisors, LLC/ PA's 312 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 22.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $19,497,000 | +8.4% | 133,979 | -2.1% | 6.12% | +7.4% |
AMZN | Buy | AMAZON COM INC | $10,857,000 | +0.5% | 3,259 | +4.6% | 3.40% | -0.4% |
PYPL | Sell | PAYPAL HLDGS INC | $6,397,000 | +2.8% | 23,607 | -0.5% | 2.01% | +1.9% |
MSFT | Buy | MICROSOFT CORP | $6,099,000 | +15.1% | 21,414 | +1.9% | 1.91% | +14.0% |
NVDA | Buy | NVIDIA CORPORATION | $5,532,000 | +40.9% | 28,012 | +328.3% | 1.74% | +39.6% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $5,243,000 | +57.3% | 48,268 | +18.2% | 1.64% | +55.8% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,203,000 | +9.8% | 32,665 | +5.5% | 1.63% | +8.8% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,135,000 | +1.4% | 17,386 | -5.7% | 1.61% | +0.5% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $4,644,000 | +6.8% | 1,722 | -6.9% | 1.46% | +5.8% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,627,000 | +7.9% | 12,690 | +0.0% | 1.45% | +6.9% |
NFLX | Sell | NETFLIX INC | $4,293,000 | -6.0% | 8,334 | -6.3% | 1.35% | -6.9% |
ARKK | Sell | ARK ETF TRinnovation etf | $4,227,000 | -2.5% | 34,899 | -2.8% | 1.33% | -3.4% |
FB | Buy | FACEBOOK INCcl a | $4,082,000 | +15.6% | 11,599 | +6.7% | 1.28% | +14.6% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $4,072,000 | -6.1% | 48,213 | -1.2% | 1.28% | -7.0% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,005,000 | +5.2% | 65,442 | +0.6% | 1.26% | +4.2% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,744,000 | -1.5% | 13,767 | -9.1% | 1.17% | -2.4% |
TSLA | Buy | TESLA INC | $3,554,000 | +3.3% | 5,008 | +3.3% | 1.12% | +2.4% |
IVV | Sell | ISHARES TRcore s&p500 etf | $3,057,000 | +4.1% | 6,955 | -0.8% | 0.96% | +3.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $3,041,000 | +14.9% | 32,905 | +11.9% | 0.95% | +13.8% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $2,887,000 | +20.3% | 71,211 | +17.0% | 0.91% | +19.2% |
SIGI | SELECTIVE INS GROUP INC | $2,852,000 | +6.1% | 35,295 | 0.0% | 0.90% | +5.2% | |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $2,671,000 | +3.9% | 58,727 | -2.7% | 0.84% | +2.9% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,603,000 | -2.3% | 41,227 | -6.5% | 0.82% | -3.3% |
DLN | Sell | WISDOMTREE TRus largecap divd | $2,558,000 | -4.9% | 20,851 | -8.3% | 0.80% | -5.8% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,538,000 | +58.8% | 53,109 | +59.1% | 0.80% | +57.3% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,512,000 | -6.5% | 18,109 | -8.4% | 0.79% | -7.4% |
HD | Sell | HOME DEPOT INC | $2,506,000 | -9.8% | 7,658 | -10.6% | 0.79% | -10.7% |
SPIP | Buy | SPDR SER TRportfli tips etf | $2,489,000 | +14.3% | 78,709 | +11.6% | 0.78% | +13.4% |
PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $2,478,000 | +4.5% | 13,030 | +2.7% | 0.78% | +3.5% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,450,000 | +2.6% | 10,154 | -4.2% | 0.77% | +1.6% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,397,000 | +0.6% | 61,023 | +5.5% | 0.75% | -0.3% |
KEMQ | Buy | KRANESHARES TRemrng mkt cons | $2,378,000 | -6.5% | 80,790 | +5.2% | 0.75% | -7.3% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $2,245,000 | +14.7% | 35,961 | +21.6% | 0.70% | +13.7% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,225,000 | -1.8% | 7,788 | -2.1% | 0.70% | -2.6% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $2,208,000 | +14.3% | 41,708 | +11.6% | 0.69% | +13.2% |
ROKU | Buy | ROKU INC | $2,122,000 | +33.5% | 5,037 | +8.6% | 0.67% | +32.4% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,056,000 | +1.7% | 4,697 | -3.0% | 0.64% | +0.8% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,009,000 | +6.1% | 33,514 | +6.2% | 0.63% | +5.2% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $1,990,000 | -2.7% | 31,300 | +442.2% | 0.62% | -3.7% |
DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,990,000 | +86.3% | 71,938 | +75.0% | 0.62% | +84.6% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,977,000 | +44.5% | 40,361 | +38.1% | 0.62% | +43.2% |
BX | Buy | BLACKSTONE GROUP INC | $1,923,000 | +30.6% | 16,694 | +0.4% | 0.60% | +29.4% |
JNJ | Sell | JOHNSON & JOHNSON | $1,885,000 | -17.5% | 10,941 | -21.8% | 0.59% | -18.3% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,812,000 | -14.0% | 35,726 | -14.0% | 0.57% | -14.8% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $1,773,000 | +7.3% | 48,044 | +6.1% | 0.56% | +6.3% |
FSR | Sell | FISKER INC | $1,750,000 | -7.0% | 109,650 | -23.6% | 0.55% | -7.9% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $1,702,000 | -11.5% | 9,731 | -12.9% | 0.53% | -12.3% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,666,000 | +46.8% | 23,407 | +49.7% | 0.52% | +45.7% |
SPLB | Buy | SPDR SER TRportfolio ln cor | $1,576,000 | +7.2% | 48,568 | +1.0% | 0.49% | +6.2% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,549,000 | -3.5% | 18,126 | -3.3% | 0.49% | -4.3% |
MRK | Sell | MERCK & CO INC | $1,535,000 | +2.2% | 20,144 | -0.1% | 0.48% | +1.3% |
PG | Sell | PROCTER AND GAMBLE CO | $1,525,000 | -10.6% | 10,752 | -15.7% | 0.48% | -11.5% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,494,000 | +1.4% | 10,589 | +1.3% | 0.47% | +0.6% |
FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,463,000 | -10.4% | 70,805 | -11.9% | 0.46% | -11.2% |
SQ | Buy | SQUARE INCcl a | $1,418,000 | +55.8% | 5,205 | +40.1% | 0.44% | +54.5% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,399,000 | +46.3% | 37,746 | +43.9% | 0.44% | +44.9% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,394,000 | +143.3% | 9,251 | +125.5% | 0.44% | +141.4% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $1,391,000 | -8.2% | 42,361 | -9.7% | 0.44% | -9.2% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,348,000 | +8.1% | 3,277 | -1.0% | 0.42% | +7.1% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,322,000 | +1.8% | 24,432 | +0.8% | 0.42% | +1.0% |
GOVT | Sell | ISHARES TRus treas bd etf | $1,324,000 | -28.1% | 49,112 | -29.7% | 0.42% | -28.8% |
AXP | Sell | AMERICAN EXPRESS CO | $1,305,000 | +7.8% | 7,708 | -2.4% | 0.41% | +6.8% |
FALN | Buy | ISHARES TRfaln angls usd | $1,262,000 | +5.3% | 42,053 | +3.5% | 0.40% | +4.5% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,239,000 | -19.9% | 4,453 | -20.7% | 0.39% | -20.6% |
MCD | Sell | MCDONALDS CORP | $1,241,000 | -11.6% | 5,168 | -13.1% | 0.39% | -12.4% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,227,000 | +14.9% | 451 | +1.8% | 0.38% | +13.9% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,224,000 | +5.0% | 16,249 | -3.0% | 0.38% | +4.1% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,221,000 | +12.0% | 5,831 | +0.0% | 0.38% | +11.0% |
NKE | Sell | NIKE INCcl b | $1,202,000 | +0.3% | 7,122 | -21.1% | 0.38% | -0.5% |
IBND | Sell | SPDR SER TRblombrg brc intl | $1,199,000 | -9.4% | 32,597 | -9.7% | 0.38% | -10.3% |
EPS | Buy | WISDOMTREE TRus largecap fund | $1,151,000 | +112.8% | 24,418 | +104.3% | 0.36% | +111.1% |
WFC | Sell | WELLS FARGO CO NEW | $1,127,000 | +0.1% | 24,611 | -1.5% | 0.35% | -0.8% |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $1,110,000 | +3.4% | 125,000 | +9.2% | 0.35% | +2.4% |
PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,089,000 | -0.5% | 29,379 | -3.7% | 0.34% | -1.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,052,000 | -15.0% | 18,871 | -11.9% | 0.33% | -15.8% |
PLAT | Buy | WISDOMTREE TRgrowth leaders | $1,048,000 | +312.6% | 21,892 | +306.4% | 0.33% | +311.2% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,050,000 | +0.2% | 6,184 | +1.6% | 0.33% | -0.9% |
F | Sell | FORD MTR CO DEL | $1,026,000 | +17.3% | 73,776 | -2.5% | 0.32% | +16.2% |
PEP | Sell | PEPSICO INC | $1,017,000 | +5.1% | 6,507 | -3.0% | 0.32% | +4.2% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,012,000 | -5.3% | 18,752 | -9.4% | 0.32% | -6.2% |
HERO | Buy | GLOBAL X FDSvdeo gam esprt | $1,001,000 | +298.8% | 32,551 | +320.6% | 0.31% | +297.5% |
TWLO | Sell | TWILIO INCcl a | $996,000 | +2.3% | 2,625 | -0.9% | 0.31% | +1.3% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $988,000 | +37.2% | 83,670 | +39.1% | 0.31% | +36.0% |
JPM | Sell | JPMORGAN CHASE & CO | $977,000 | -2.6% | 6,466 | -0.9% | 0.31% | -3.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $974,000 | +3.5% | 1,826 | -8.7% | 0.30% | +2.3% |
IJR | Buy | ISHARES TRcore s&p scp etf | $956,000 | +7.4% | 8,728 | +8.4% | 0.30% | +6.4% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $949,000 | -0.4% | 15,090 | +0.0% | 0.30% | -1.3% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $929,000 | +4.7% | 23,532 | +6.7% | 0.29% | +3.6% |
SMLV | Buy | SPDR SER TRssga us smal etf | $924,000 | +3.6% | 8,247 | +5.4% | 0.29% | +2.8% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $917,000 | -8.4% | 14,593 | -9.3% | 0.29% | -9.1% |
XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $917,000 | -9.4% | 16,826 | -10.1% | 0.29% | -10.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $893,000 | +5.3% | 3,187 | -2.4% | 0.28% | +4.5% |
CRM | Buy | SALESFORCE COM INC | $886,000 | +8.4% | 3,679 | +3.6% | 0.28% | +7.3% |
SITE | Sell | SITEONE LANDSCAPE SUPPLY INC | $875,000 | -6.1% | 5,156 | -0.8% | 0.27% | -7.1% |
WMT | Sell | WALMART INC | $865,000 | -9.9% | 6,081 | -11.2% | 0.27% | -10.9% |
PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $859,000 | -10.0% | 31,617 | -11.2% | 0.27% | -10.9% |
USFR | Sell | WISDOMTREE TRfloatng rat trea | $855,000 | -9.7% | 34,075 | -9.6% | 0.27% | -10.7% |
IGLD | New | FIRST TR EXCHANGE-TRADED FDcboe vest gold | $850,000 | – | 41,655 | +100.0% | 0.27% | – |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $848,000 | -10.1% | 19,644 | -7.6% | 0.27% | -11.0% |
SBUX | Buy | STARBUCKS CORP | $836,000 | +5.2% | 6,944 | +0.0% | 0.26% | +4.0% |
DIS | Sell | DISNEY WALT CO | $831,000 | -10.6% | 4,736 | -5.3% | 0.26% | -11.2% |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $808,000 | +76.4% | 12,046 | +70.5% | 0.25% | +74.5% |
ONEO | Buy | SPDR SER TRrussell momentum | $800,000 | +11.9% | 8,024 | +9.6% | 0.25% | +11.1% |
LULU | Buy | LULULEMON ATHLETICA INC | $796,000 | +23.2% | 1,976 | +2.6% | 0.25% | +22.5% |
WISH | New | CONTEXTLOGIC INC | $793,000 | – | 76,200 | +100.0% | 0.25% | – |
CL | Sell | COLGATE PALMOLIVE CO | $789,000 | -14.1% | 9,921 | -12.8% | 0.25% | -15.1% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $783,000 | -0.6% | 15,402 | +0.0% | 0.25% | -1.2% |
DE | Sell | DEERE & CO | $778,000 | -32.0% | 2,186 | -29.0% | 0.24% | -32.6% |
BAC | Sell | BK OF AMERICA CORP | $772,000 | -41.8% | 20,349 | -37.8% | 0.24% | -42.4% |
V | Sell | VISA INC | $773,000 | -17.1% | 3,223 | -19.3% | 0.24% | -18.0% |
TIP | Sell | ISHARES TRtips bd etf | $755,000 | -9.0% | 5,814 | -11.0% | 0.24% | -9.9% |
USRT | Sell | ISHARES TRcre u s reit etf | $750,000 | +1.5% | 12,324 | -5.7% | 0.24% | +0.4% |
COST | Sell | COSTCO WHSL CORP NEW | $743,000 | +12.1% | 1,732 | -2.9% | 0.23% | +11.0% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $738,000 | +36.9% | 14,352 | +30.6% | 0.23% | +35.1% |
WCLD | Buy | WISDOMTREE TR | $732,000 | +144.0% | 12,696 | +116.9% | 0.23% | +142.1% |
AMAT | New | APPLIED MATLS INC | $722,000 | – | 5,083 | +100.0% | 0.23% | – |
USMF | Buy | WISDOMTREE TRus multifactor | $719,000 | +100.3% | 17,992 | +94.4% | 0.23% | +98.2% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $708,000 | -0.7% | 10,339 | -7.7% | 0.22% | -1.8% |
ARKF | Buy | ARK ETF TRfintech innova | $707,000 | +75.0% | 13,716 | +77.3% | 0.22% | +73.4% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $693,000 | -8.5% | 7,975 | -10.2% | 0.22% | -9.6% |
T | Sell | AT&T INC | $689,000 | -25.5% | 24,507 | -16.8% | 0.22% | -26.3% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
DLS | Buy | WISDOMTREE TRintl smcap div | $668,000 | +46.2% | 8,783 | +43.6% | 0.21% | +44.8% |
IWM | Sell | ISHARES TRrussell 2000 etf | $663,000 | -4.5% | 3,014 | -2.3% | 0.21% | -5.5% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $658,000 | +23.5% | 6,202 | +15.4% | 0.21% | +21.9% |
RH | Buy | RH | $651,000 | -4.3% | 990 | +0.2% | 0.20% | -5.1% |
AMGN | Sell | AMGEN INC | $649,000 | -4.4% | 2,708 | -4.5% | 0.20% | -5.1% |
BLK | Sell | BLACKROCK INC | $651,000 | -51.4% | 745 | -54.2% | 0.20% | -51.9% |
MP | New | MP MATERIALS CORP | $646,000 | – | 17,150 | +100.0% | 0.20% | – |
HSY | Sell | HERSHEY CO | $640,000 | +8.5% | 3,587 | -0.1% | 0.20% | +7.5% |
LOW | Sell | LOWES COS INC | $633,000 | -34.3% | 3,315 | -32.1% | 0.20% | -34.8% |
BUG | Buy | GLOBAL X FDScybrscurty etf | $635,000 | +147.1% | 21,013 | +119.9% | 0.20% | +145.7% |
VOO | Sell | VANGUARD INDEX FDS | $628,000 | -2.8% | 1,562 | -7.2% | 0.20% | -3.4% |
FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $627,000 | – | 13,233 | +100.0% | 0.20% | – |
AOA | Buy | ISHARES TRaggres alloc etf | $626,000 | +48.0% | 8,813 | +43.9% | 0.20% | +46.3% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $626,000 | +0.8% | 7,691 | +0.9% | 0.20% | -0.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $617,000 | -5.7% | 4,158 | -7.0% | 0.19% | -6.3% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $615,000 | +131.2% | 12,119 | +131.5% | 0.19% | +129.8% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $607,000 | +25.7% | 981 | +3.2% | 0.19% | +24.2% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $601,000 | +0.5% | 3,320 | -0.7% | 0.19% | 0.0% |
GLD | Sell | SPDR GOLD TR | $603,000 | -2.0% | 3,557 | -4.2% | 0.19% | -3.1% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $600,000 | +10.1% | 3,938 | +7.2% | 0.19% | +8.7% |
SHAG | Sell | WISDOMTREE TRyield enhanced | $599,000 | -5.5% | 11,653 | -6.1% | 0.19% | -6.5% |
CWEN | Buy | CLEARWAY ENERGY INCcl c | $595,000 | +55.8% | 20,504 | +54.1% | 0.19% | +54.5% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $594,000 | -1.7% | 6,854 | -5.5% | 0.19% | -2.6% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $592,000 | -0.7% | 5,626 | -2.2% | 0.19% | -1.6% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $582,000 | +130.0% | 12,101 | +128.3% | 0.18% | +128.8% |
FBRX | Buy | FORTE BIOSCIENCES INC | $582,000 | -15.5% | 19,150 | +0.6% | 0.18% | -16.1% |
USAI | Buy | PACER FDS TRamercn enrgy ind | $583,000 | +96.3% | 25,053 | +89.9% | 0.18% | +94.7% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $579,000 | -5.1% | 4,093 | -4.6% | 0.18% | -5.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $578,000 | +1.9% | 1,391 | -2.2% | 0.18% | +1.1% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $562,000 | -2.9% | 2,544 | -2.3% | 0.18% | -3.8% |
CLOU | Buy | GLOBAL X FDS | $559,000 | +16.5% | 19,488 | +10.5% | 0.18% | +15.1% |
CAT | Sell | CATERPILLAR INC | $551,000 | -35.2% | 2,686 | -27.9% | 0.17% | -35.7% |
QTEC | New | FIRST TR NASDAQ 100 TECH IND | $549,000 | – | 3,370 | +100.0% | 0.17% | – |
PFE | Sell | PFIZER INC | $541,000 | -17.0% | 12,301 | -26.6% | 0.17% | -17.5% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $542,000 | +12.2% | 14,610 | +3.3% | 0.17% | +11.1% |
C | Buy | CITIGROUP INC | $525,000 | +8.5% | 7,747 | +14.1% | 0.16% | +7.8% |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $526,000 | +70.2% | 8,648 | +56.3% | 0.16% | +68.4% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $524,000 | -24.4% | 6,436 | -22.6% | 0.16% | -25.1% |
MILN | Buy | GLOBAL X FDSmillennial consu | $521,000 | +8.3% | 11,874 | +2.9% | 0.16% | +7.2% |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $518,000 | -0.4% | 10,324 | -0.3% | 0.16% | -1.8% |
QCOM | Sell | QUALCOMM INC | $515,000 | -9.0% | 3,458 | -15.2% | 0.16% | -9.5% |
DOCU | Sell | DOCUSIGN INC | $518,000 | +13.1% | 1,755 | -14.6% | 0.16% | +11.7% |
FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $510,000 | +13.8% | 2,115 | +8.1% | 0.16% | +12.7% |
GPN | GLOBAL PMTS INC | $510,000 | -19.9% | 2,966 | 0.0% | 0.16% | -20.8% | |
FSK | Sell | FS KKR CAP CORP | $502,000 | -25.0% | 23,983 | -25.4% | 0.16% | -25.9% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $499,000 | +7.1% | 3,769 | -1.8% | 0.16% | +6.1% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $501,000 | -8.7% | 2,096 | -15.3% | 0.16% | -9.8% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $496,000 | -3.3% | 7,288 | -11.2% | 0.16% | -3.7% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $496,000 | +13.0% | 4,408 | +11.5% | 0.16% | +12.2% |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $493,000 | +0.2% | 23,057 | 0.0% | 0.16% | -0.6% | |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $493,000 | -17.6% | 7,359 | -15.7% | 0.16% | -18.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $492,000 | +25.5% | 22,028 | +29.4% | 0.15% | +24.2% |
ABT | Sell | ABBOTT LABS | $491,000 | -39.2% | 4,060 | -39.8% | 0.15% | -39.8% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $485,000 | +1.3% | 5,311 | -1.1% | 0.15% | 0.0% |
HON | Sell | HONEYWELL INTL INC | $483,000 | +0.6% | 2,076 | -3.5% | 0.15% | -0.7% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $482,000 | +6.2% | 6,999 | +1.8% | 0.15% | +4.9% |
UVSP | UNIVEST FINANCIAL CORPORATIO | $481,000 | -4.4% | 18,000 | 0.0% | 0.15% | -5.0% | |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $479,000 | +2.1% | 5,589 | -1.0% | 0.15% | +1.4% |
AMP | Buy | AMERIPRISE FINL INC | $475,000 | +0.2% | 1,839 | +0.3% | 0.15% | -0.7% |
DON | Buy | WISDOMTREE TRus midcap divid | $467,000 | +98.7% | 11,230 | +101.3% | 0.15% | +97.3% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $466,000 | +45.6% | 15,370 | +43.4% | 0.15% | +44.6% |
CABO | Buy | CABLE ONE INC | $467,000 | +13.1% | 246 | +6.5% | 0.15% | +11.5% |
ACWF | Buy | ISHARES TRmsci gbl multifc | $462,000 | +38.7% | 12,040 | +36.0% | 0.14% | +38.1% |
AVGO | Sell | BROADCOM INC | $461,000 | +5.5% | 951 | -0.6% | 0.14% | +5.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $459,000 | -45.0% | 1,224 | -44.1% | 0.14% | -45.5% |
IWD | Buy | ISHARES TRrus 1000 val etf | $457,000 | +5.1% | 2,866 | +3.9% | 0.14% | +3.6% |
IMCG | Sell | ISHARES TRmrgstr md cp grw | $449,000 | -56.2% | 6,400 | -58.5% | 0.14% | -56.6% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $443,000 | -4.7% | 8,513 | -7.3% | 0.14% | -5.4% |
CSCO | Sell | CISCO SYS INC | $436,000 | -26.5% | 7,867 | -32.4% | 0.14% | -27.1% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $437,000 | +2.6% | 16,681 | +1.2% | 0.14% | +1.5% |
MREO | Sell | MEREO BIOPHARMA GROUP PLCads | $438,000 | -46.1% | 165,825 | -27.5% | 0.14% | -46.7% |
DES | Buy | WISDOMTREE TRus smallcap divd | $436,000 | +37.1% | 13,948 | +39.7% | 0.14% | +35.6% |
DGRO | Buy | ISHARES TRcore div grwth | $433,000 | +6.1% | 8,384 | +2.6% | 0.14% | +5.4% |
QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $427,000 | +3.1% | 12,551 | +0.0% | 0.13% | +2.3% |
DKNG | Buy | DRAFTKINGS INC | $426,000 | -1.4% | 8,695 | +14.0% | 0.13% | -2.2% |
CVS | Sell | CVS HEALTH CORP | $417,000 | -38.4% | 5,064 | -42.5% | 0.13% | -38.8% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $418,000 | -6.1% | 8,107 | -3.5% | 0.13% | -7.1% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $394,000 | +14.2% | 2,575 | +4.3% | 0.12% | +13.8% |
KO | Sell | COCA COLA CO | $396,000 | -24.3% | 6,953 | -28.1% | 0.12% | -25.3% |
ASXC | Sell | ASENSUS SURGICAL INC | $392,000 | -13.1% | 164,500 | -23.6% | 0.12% | -14.0% |
SHOP | SHOPIFY INCcl a | $391,000 | +30.3% | 254 | 0.0% | 0.12% | +29.5% | |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $390,000 | +24.6% | 209 | -0.5% | 0.12% | +23.2% |
PANW | Buy | PALO ALTO NETWORKS INC | $386,000 | +18.0% | 964 | +4.1% | 0.12% | +16.3% |
EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $383,000 | -10.1% | 4,523 | -12.1% | 0.12% | -11.1% |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $380,000 | – | 1,497 | +100.0% | 0.12% | – |
IEFA | Sell | ISHARES TRcore msci eafe | $380,000 | -12.2% | 5,005 | -14.1% | 0.12% | -13.1% |
USMV | Sell | ISHARES TRmsci usa min vol | $380,000 | +1.9% | 5,001 | -3.6% | 0.12% | +0.8% |
BBIN | Sell | J P MORGAN EXCHANGE-TRADED Fbetabuilders i | $380,000 | -0.5% | 6,281 | -2.9% | 0.12% | -1.7% |
DWMF | New | WISDOMTREE TRintk mltifactr | $377,000 | – | 14,251 | +100.0% | 0.12% | – |
LRCX | New | LAM RESEARCH CORP | $372,000 | – | 579 | +100.0% | 0.12% | – |
ONEY | Buy | SPDR SER TRrussell yield | $367,000 | +73.9% | 3,868 | +71.0% | 0.12% | +71.6% |
ACN | Sell | ACCENTURE PLC IRELAND | $368,000 | -16.2% | 1,165 | -23.0% | 0.12% | -17.3% |
EXC | EXELON CORP | $368,000 | +4.5% | 7,834 | 0.0% | 0.12% | +3.6% | |
ICVT | Buy | ISHARES TRconv bd etf | $363,000 | -0.3% | 3,625 | +0.1% | 0.11% | -0.9% |
PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $360,000 | -14.1% | 2,169 | -19.1% | 0.11% | -15.0% |
XHB | Sell | SPDR SER TRs&p homebuild | $359,000 | -8.7% | 4,771 | -8.6% | 0.11% | -8.9% |
PEGA | Buy | PEGASYSTEMS INC | $358,000 | +42.6% | 2,816 | +42.7% | 0.11% | +41.8% |
ED | CONSOLIDATED EDISON INC | $356,000 | -3.8% | 4,781 | 0.0% | 0.11% | -4.3% | |
NEE | Sell | NEXTERA ENERGY INC | $355,000 | -6.1% | 4,505 | -7.6% | 0.11% | -7.5% |
PCI | PIMCO DYNAMIC CR INCOME FD | $355,000 | -2.2% | 15,800 | 0.0% | 0.11% | -3.5% | |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $347,000 | – | 1,791 | +100.0% | 0.11% | – |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $346,000 | 0.0% | 6,851 | 0.0% | 0.11% | -0.9% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $344,000 | -14.9% | 5,888 | -18.1% | 0.11% | -15.6% |
GM | Sell | GENERAL MTRS CO | $340,000 | -23.3% | 5,969 | -22.9% | 0.11% | -23.6% |
FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $341,000 | +5.6% | 4,371 | 0.0% | 0.11% | +4.9% | |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $339,000 | -23.3% | 1,810 | -25.7% | 0.11% | -24.3% |
XOM | Sell | EXXON MOBIL CORP | $336,000 | -3.2% | 5,829 | -3.9% | 0.10% | -4.5% |
IWP | Sell | ISHARES TRrus md cp gr etf | $335,000 | -7.5% | 2,932 | -12.9% | 0.10% | -8.7% |
PKO | PIMCO INCOME OPPORTUNITY FD | $331,000 | -2.1% | 12,500 | 0.0% | 0.10% | -2.8% | |
BA | Sell | BOEING CO | $327,000 | -52.6% | 1,453 | -50.6% | 0.10% | -52.8% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $326,000 | +0.3% | 2,667 | -5.9% | 0.10% | -1.0% |
PTLC | Sell | PACER FDS TRtrendp us lar cp | $325,000 | -7.4% | 8,473 | -11.7% | 0.10% | -8.1% |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $325,000 | – | 6,189 | +100.0% | 0.10% | – |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $321,000 | -2.4% | 3,894 | -2.7% | 0.10% | -2.9% |
ECL | Sell | ECOLAB INC | $319,000 | -3.3% | 1,461 | -0.7% | 0.10% | -3.8% |
GD | Buy | GENERAL DYNAMICS CORP | $316,000 | +2.9% | 1,616 | +0.2% | 0.10% | +2.1% |
LGLV | New | SPDR SER TRssga us lrg etf | $311,000 | – | 2,251 | +100.0% | 0.10% | – |
KSU | Sell | KANSAS CITY SOUTHERN | $312,000 | -28.8% | 1,173 | -21.7% | 0.10% | -29.5% |
TFC | Sell | TRUIST FINL CORP | $311,000 | -9.9% | 5,751 | -1.0% | 0.10% | -10.1% |
EBAY | Sell | EBAY INC. | $311,000 | -9.1% | 4,532 | -25.5% | 0.10% | -9.3% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $312,000 | -5.5% | 16,164 | -12.3% | 0.10% | -5.8% |
IVR | New | INVESCO MORTGAGE CAPITAL INC | $310,000 | – | 90,627 | +100.0% | 0.10% | – |
IWS | Sell | ISHARES TRrus mdcp val etf | $310,000 | -4.6% | 2,690 | -5.2% | 0.10% | -5.8% |
ABNB | New | AIRBNB INC | $310,000 | – | 2,132 | +100.0% | 0.10% | – |
NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $307,000 | -19.8% | 48,700 | -6.7% | 0.10% | -20.7% |
TGT | Buy | TARGET CORP | $305,000 | +27.6% | 1,187 | +3.1% | 0.10% | +26.3% |
MO | Sell | ALTRIA GROUP INC | $303,000 | -23.9% | 6,340 | -23.7% | 0.10% | -24.6% |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $301,000 | -9.9% | 3,678 | -9.8% | 0.09% | -11.3% |
UBER | Sell | UBER TECHNOLOGIES INC | $292,000 | -32.7% | 6,714 | -15.2% | 0.09% | -32.8% |
CVX | Sell | CHEVRON CORP NEW | $294,000 | -18.6% | 2,896 | -17.2% | 0.09% | -19.3% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $287,000 | -5.0% | 3,282 | -4.9% | 0.09% | -6.2% |
AMPG | Sell | AMPLITECH GROUP INC | $285,000 | -36.8% | 69,650 | -6.1% | 0.09% | -37.8% |
FYX | Buy | FIRST TR SML CP CORE ALPHA F | $279,000 | -1.4% | 3,076 | +0.1% | 0.09% | -2.2% |
UNP | Sell | UNION PAC CORP | $279,000 | -23.8% | 1,281 | -22.1% | 0.09% | -24.1% |
ICSH | Sell | ISHARES TRblackrock ultra | $280,000 | -7.0% | 5,550 | -6.7% | 0.09% | -7.4% |
AMT | Sell | AMERICAN TOWER CORP NEW | $281,000 | +8.5% | 989 | -2.7% | 0.09% | +7.3% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $278,000 | +0.4% | 3,354 | 0.0% | 0.09% | -1.1% | |
TJX | Sell | TJX COS INC NEW | $270,000 | -9.1% | 3,970 | -5.0% | 0.08% | -9.6% |
CP | Buy | CANADIAN PAC RY LTD | $270,000 | -15.6% | 3,680 | +329.9% | 0.08% | -15.8% |
RGR | Sell | STURM RUGER & CO INC | $269,000 | -17.5% | 3,562 | -28.6% | 0.08% | -18.4% |
CLX | Buy | CLOROX CO DEL | $265,000 | +29.3% | 1,465 | +29.5% | 0.08% | +27.7% |
FDX | Sell | FEDEX CORP | $261,000 | -34.1% | 947 | -29.6% | 0.08% | -34.4% |
COIN | New | COINBASE GLOBAL INC | $259,000 | – | 1,101 | +100.0% | 0.08% | – |
FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $258,000 | – | 4,513 | +100.0% | 0.08% | – |
ETN | Sell | EATON CORP PLC | $255,000 | -11.1% | 1,629 | -18.8% | 0.08% | -12.1% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $256,000 | -6.9% | 1,066 | -10.1% | 0.08% | -8.0% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $253,000 | -37.7% | 1,318 | -32.9% | 0.08% | -38.8% |
CHWY | Buy | CHEWY INCcl a | $252,000 | +10.5% | 2,952 | +3.5% | 0.08% | +9.7% |
GS | Sell | GOLDMAN SACHS GROUP INC | $246,000 | +1.7% | 651 | -6.3% | 0.08% | 0.0% |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $241,000 | – | 2,347 | +100.0% | 0.08% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $239,000 | – | 1,058 | +100.0% | 0.08% | – |
ORCL | Sell | ORACLE CORP | $240,000 | -18.4% | 2,737 | -29.1% | 0.08% | -19.4% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $240,000 | +9.6% | 2,498 | +6.8% | 0.08% | +8.7% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $236,000 | -2.5% | 2,259 | -0.2% | 0.07% | -3.9% |
ABBV | Sell | ABBVIE INC | $236,000 | -17.8% | 2,042 | -20.4% | 0.07% | -18.7% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $234,000 | -0.4% | 2,245 | -3.1% | 0.07% | -1.4% |
ARKQ | ARK ETF TRautnmus technlgy | $233,000 | -2.5% | 2,858 | 0.0% | 0.07% | -3.9% | |
ISCG | Sell | ISHARES TRmrgstr sm cp gr | $229,000 | -54.9% | 4,562 | -53.7% | 0.07% | -55.3% |
IPKW | New | INVESCO EXCH TRADED FD TR IIintl buyback | $230,000 | – | 5,092 | +100.0% | 0.07% | – |
MMM | Sell | 3M CO | $222,000 | -24.7% | 1,124 | -24.7% | 0.07% | -24.7% |
PM | Buy | PHILIP MORRIS INTL INC | $223,000 | +5.7% | 2,234 | +0.5% | 0.07% | +4.5% |
TDOC | Sell | TELADOC HEALTH INC | $224,000 | -63.9% | 1,491 | -59.6% | 0.07% | -64.5% |
INTC | Sell | INTEL CORP | $221,000 | -12.6% | 4,120 | -6.3% | 0.07% | -13.8% |
SO | SOUTHERN CO | $220,000 | -3.5% | 3,441 | 0.0% | 0.07% | -4.2% | |
HDV | Sell | ISHARES TRcore high dv etf | $216,000 | -24.2% | 2,229 | -25.2% | 0.07% | -24.4% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $217,000 | +3.3% | 1,570 | 0.0% | 0.07% | +3.0% | |
JETS | New | ETF SER SOLUTIONSus glb jets | $213,000 | – | 9,386 | +100.0% | 0.07% | – |
LEGR | New | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $213,000 | – | 5,036 | +100.0% | 0.07% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC | $212,000 | +1.4% | 2,405 | +1.9% | 0.07% | 0.0% |
VOX | VANGUARD WORLD FDS | $209,000 | +4.0% | 1,446 | 0.0% | 0.07% | +3.1% | |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $212,000 | +3.9% | 2,436 | +0.1% | 0.07% | +1.5% |
FCVT | New | FIRST TR EXCHANGE-TRADED FDssi strg etf | $202,000 | – | 3,949 | +100.0% | 0.06% | – |
INDI | New | INDIE SEMICONDUCTOR INC | $194,000 | – | 22,200 | +100.0% | 0.06% | – |
ETY | EATON VANCE TAX-MANAGED DIVE | $179,000 | +4.7% | 12,750 | 0.0% | 0.06% | +3.7% | |
SNLN | New | HIGHLAND FDS Ihi ld iboxx srln | $176,000 | – | 10,970 | +100.0% | 0.06% | – |
FSD | FIRST TR HIGH INCOME LONG / | $169,000 | +3.0% | 10,600 | 0.0% | 0.05% | +1.9% | |
SOL | Sell | RENESOLA LTDsponsored ads | $148,000 | -45.4% | 20,300 | -27.8% | 0.05% | -46.5% |
POWW | Buy | AMMO INC | $139,000 | +25.2% | 19,847 | +28.8% | 0.04% | +25.7% |
EXG | EATON VANCE TAX-MANAGED GLOB | $117,000 | +5.4% | 11,500 | 0.0% | 0.04% | +5.7% | |
ETJ | EATON VANCE RISK-MANAGED DIV | $116,000 | +4.5% | 10,189 | 0.0% | 0.04% | +2.9% | |
INFI | Sell | INFINITY PHARMACEUTICALS INC | $99,000 | -47.3% | 33,825 | -40.2% | 0.03% | -48.3% |
GAB | GABELLI EQUITY TR INC | $92,000 | -5.2% | 13,700 | 0.0% | 0.03% | -6.5% | |
BBIG | New | VINCO VENTURES INC | $88,000 | – | 27,000 | +100.0% | 0.03% | – |
OSMT | OSMOTICA PHARMACEUTICALS PLC | $85,000 | +19.7% | 24,800 | 0.0% | 0.03% | +22.7% | |
NCV | VIRTUS ALLIANZGI CONVERTIBLE | $85,000 | +4.9% | 14,100 | 0.0% | 0.03% | +3.8% | |
AGEN | AGENUS INC | $53,000 | +71.0% | 10,000 | 0.0% | 0.02% | +70.0% | |
ITRM | Sell | ITERUM THERAPEUTICS PLC | $28,000 | -92.5% | 35,000 | -88.5% | 0.01% | -92.4% |
TSLA | New | TESLA INCput | $0 | – | 100 | +100.0% | 0.00% | – |
AAPL | New | APPLE INCput | $0 | – | 700 | +100.0% | 0.00% | – |
BX | New | BLACKSTONE GROUP INCput | $0 | – | 600 | +100.0% | 0.00% | – |
BB | Exit | BLACKBERRY LTD | $0 | – | -10,018 | -100.0% | -0.03% | – |
THBR | Exit | THUNDER BRDG ACQUISTION II L | $0 | – | -13,200 | -100.0% | -0.04% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,691 | -100.0% | -0.06% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,724 | -100.0% | -0.06% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -2,655 | -100.0% | -0.06% | – |
WTMF | Exit | WISDOMTREE TRfutre strat fd | $0 | – | -5,206 | -100.0% | -0.07% | – |
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -2,470 | -100.0% | -0.07% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,036 | -100.0% | -0.07% | – |
HAL | Exit | HALLIBURTON CO | $0 | – | -10,733 | -100.0% | -0.07% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,178 | -100.0% | -0.07% | – |
EES | Exit | WISDOMTREE TRus smallcap fund | $0 | – | -4,610 | -100.0% | -0.07% | – |
CMI | Exit | CUMMINS INC | $0 | – | -905 | -100.0% | -0.07% | – |
SIOX | Exit | SIO GENE THERAPIES INC | $0 | – | -82,700 | -100.0% | -0.07% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -456 | -100.0% | -0.07% | – |
PRTS | Exit | CARPARTS COM INC | $0 | – | -13,700 | -100.0% | -0.08% | – |
RMO | Exit | ROMEO POWER INC | $0 | – | -29,200 | -100.0% | -0.08% | – |
AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -1,269 | -100.0% | -0.08% | – |
LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -4,210 | -100.0% | -0.08% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -4,876 | -100.0% | -0.08% | – |
KOPN | Exit | KOPIN CORP | $0 | – | -31,870 | -100.0% | -0.08% | – |
SRVR | Exit | PACER FDS TRbnchmrk infra | $0 | – | -6,915 | -100.0% | -0.08% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -11,950 | -100.0% | -0.09% | – |
KPTI | Exit | KARYOPHARM THERAPEUTICS INC | $0 | – | -32,765 | -100.0% | -0.10% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,118 | -100.0% | -0.10% | – |
PENN | Exit | PENN NATL GAMING INC | $0 | – | -3,518 | -100.0% | -0.10% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -2,625 | -100.0% | -0.11% | – |
GSAH | Exit | GS ACQUISITION HLDGS CORP II | $0 | – | -33,970 | -100.0% | -0.11% | – |
LTHM | Exit | LIVENT CORP | $0 | – | -19,993 | -100.0% | -0.11% | – |
PAVM | Exit | PAVMED INC | $0 | – | -79,300 | -100.0% | -0.12% | – |
HIPS | Exit | GRANITESHARES ETF TRhips us high inc | $0 | – | -24,700 | -100.0% | -0.12% | – |
KMX | Exit | CARMAX INC | $0 | – | -3,090 | -100.0% | -0.13% | – |
RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -5,423 | -100.0% | -0.13% | – |
HIMX | Exit | HIMAX TECHNOLOGIES INCsponsored adr | $0 | – | -32,705 | -100.0% | -0.14% | – |
DLTR | Exit | DOLLAR TREE INC | $0 | – | -3,799 | -100.0% | -0.14% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,159 | -100.0% | -0.14% | – |
GMTX | Exit | GEMINI THERAPEUTICS INC | $0 | – | -38,850 | -100.0% | -0.14% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -3,373 | -100.0% | -0.15% | – |
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -1,355 | -100.0% | -0.15% | – |
FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -4,128 | -100.0% | -0.16% | – |
PDP | Exit | INVESCO EXCHANGE TRADED FD Tdwa momentum | $0 | – | -6,080 | -100.0% | -0.17% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -11,023 | -100.0% | -0.22% | – |
Exit | IDEAL PWR INC | $0 | – | -92,350 | -100.0% | -0.28% | – | |
HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -25,112 | -100.0% | -0.39% | – |
FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -124,300 | -100.0% | -0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
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.