$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGLD | New | FIRST TR EXCHANGE-TRADED FDcboe vest gold | $850,000 | – | 41,655 | +100.0% | 0.27% | – |
| WISH | New | CONTEXTLOGIC INC | $793,000 | – | 76,200 | +100.0% | 0.25% | – |
| AMAT | New | APPLIED MATLS INC | $722,000 | – | 5,083 | +100.0% | 0.23% | – |
| MP | New | MP MATERIALS CORP | $646,000 | – | 17,150 | +100.0% | 0.20% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $627,000 | – | 13,233 | +100.0% | 0.20% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $549,000 | – | 3,370 | +100.0% | 0.17% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $380,000 | – | 1,497 | +100.0% | 0.12% | – |
| 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% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $347,000 | – | 1,791 | +100.0% | 0.11% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $325,000 | – | 6,189 | +100.0% | 0.10% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $311,000 | – | 2,251 | +100.0% | 0.10% | – |
| IVR | New | INVESCO MORTGAGE CAPITAL INC | $310,000 | – | 90,627 | +100.0% | 0.10% | – |
| ABNB | New | AIRBNB INC | $310,000 | – | 2,132 | +100.0% | 0.10% | – |
| 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% | – |
| 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% | – |
| IPKW | New | INVESCO EXCH TRADED FD TR IIintl buyback | $230,000 | – | 5,092 | +100.0% | 0.07% | – |
| 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% | – |
| 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% | – |
| SNLN | New | HIGHLAND FDS Ihi ld iboxx srln | $176,000 | – | 10,970 | +100.0% | 0.06% | – |
| BBIG | New | VINCO VENTURES INC | $88,000 | – | 27,000 | +100.0% | 0.03% | – |
| 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% | – |
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 | 2024-05-06 |
| 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.