$335 Million is the total value of Insight Advisors, LLC/ PA's 315 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 19.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $20,935,000 | +7.4% | 138,679 | +3.5% | 6.25% | +2.2% |
AMZN | Buy | AMAZON COM INC | $11,565,000 | +6.5% | 3,326 | +2.1% | 3.45% | +1.4% |
NVDA | Buy | NVIDIA CORPORATION | $9,765,000 | +76.5% | 32,769 | +17.0% | 2.92% | +68.1% |
MSFT | Sell | MICROSOFT CORP | $7,117,000 | +16.7% | 21,154 | -1.2% | 2.12% | +11.1% |
TSLA | Buy | TESLA INC | $6,308,000 | +77.5% | 5,129 | +2.4% | 1.88% | +69.0% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,471,000 | +6.5% | 17,046 | -2.0% | 1.63% | +1.4% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,467,000 | +5.1% | 32,864 | +0.6% | 1.63% | +0.1% |
NFLX | Sell | NETFLIX INC | $5,431,000 | +26.5% | 8,126 | -2.5% | 1.62% | +20.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $5,172,000 | +11.4% | 1,744 | +1.3% | 1.54% | +6.0% |
PYPL | Sell | PAYPAL HLDGS INC | $5,107,000 | -20.2% | 22,377 | -5.2% | 1.52% | -24.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $4,120,000 | -21.4% | 29,962 | -37.9% | 1.23% | -25.2% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $3,886,000 | -3.0% | 61,531 | -6.0% | 1.16% | -7.6% |
ROKU | Buy | ROKU INC | $3,720,000 | +75.3% | 12,856 | +155.2% | 1.11% | +66.8% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,605,000 | +24.9% | 86,720 | +21.8% | 1.08% | +18.9% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $3,597,000 | +18.3% | 37,733 | +14.7% | 1.07% | +12.6% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $3,555,000 | -12.7% | 45,205 | -6.2% | 1.06% | -16.8% |
ARKK | Sell | ARK ETF TRinnovation etf | $3,526,000 | -16.6% | 28,350 | -18.8% | 1.05% | -20.6% |
IVV | Sell | ISHARES TRcore s&p500 etf | $3,212,000 | +5.1% | 6,852 | -1.5% | 0.96% | 0.0% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,172,000 | -15.3% | 10,655 | -22.6% | 0.95% | -19.3% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $3,113,000 | +38.7% | 47,031 | +30.8% | 0.93% | +32.1% |
HD | Sell | HOME DEPOT INC | $2,829,000 | +12.9% | 7,602 | -0.7% | 0.84% | +7.5% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,768,000 | +9.1% | 57,715 | +8.7% | 0.83% | +3.9% |
SIGI | Sell | SELECTIVE INS GROUP INC | $2,692,000 | -5.6% | 33,995 | -3.7% | 0.80% | -10.2% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,628,000 | +7.3% | 10,073 | -0.8% | 0.78% | +2.2% |
VTV | VANGUARD INDEX FDSvalue etf | $2,610,000 | +3.9% | 18,109 | 0.0% | 0.78% | -1.1% | |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $2,606,000 | +56.4% | 36,042 | +54.0% | 0.78% | +48.8% |
FB | Sell | FACEBOOK INCcl a | $2,588,000 | -36.6% | 7,705 | -33.6% | 0.77% | -39.6% |
SPIP | Buy | SPDR SER TRportfli tips etf | $2,579,000 | +3.6% | 81,971 | +4.1% | 0.77% | -1.4% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,527,000 | +81.3% | 15,339 | +65.8% | 0.76% | +72.8% |
BX | Sell | BLACKSTONE INC | $2,410,000 | +25.3% | 16,674 | -0.1% | 0.72% | +19.4% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,397,000 | 0.0% | 62,924 | +3.1% | 0.72% | -4.8% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,345,000 | +5.4% | 7,725 | -0.8% | 0.70% | +0.3% |
EPS | Buy | WISDOMTREE TRus largecap fund | $2,345,000 | +103.7% | 47,649 | +95.1% | 0.70% | +93.9% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $2,325,000 | +5.3% | 44,672 | +7.1% | 0.69% | +0.1% |
DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $2,290,000 | +15.1% | 76,819 | +6.8% | 0.68% | +9.6% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $2,253,000 | +14.0% | 44,115 | +9.3% | 0.67% | +8.5% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,201,000 | +7.1% | 4,715 | +0.4% | 0.66% | +1.9% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,191,000 | +56.6% | 57,847 | +53.3% | 0.65% | +49.0% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $2,145,000 | -19.7% | 47,379 | -19.3% | 0.64% | -23.5% |
FSR | Sell | FISKER INC | $1,907,000 | +9.0% | 108,303 | -1.2% | 0.57% | +3.8% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $1,895,000 | +6.9% | 52,066 | +8.4% | 0.57% | +1.8% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,879,000 | -27.8% | 29,367 | -28.8% | 0.56% | -31.2% |
MRK | Buy | MERCK & CO INC | $1,871,000 | +21.9% | 20,667 | +2.6% | 0.56% | +16.2% |
DLN | Sell | WISDOMTREE TRus largecap divd | $1,822,000 | -28.8% | 14,329 | -31.3% | 0.54% | -32.2% |
JNJ | Sell | JOHNSON & JOHNSON | $1,766,000 | -6.3% | 10,728 | -1.9% | 0.53% | -10.8% |
F | Buy | FORD MTR CO DEL | $1,620,000 | +57.9% | 83,436 | +13.1% | 0.48% | +50.3% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,569,000 | +5.0% | 10,628 | +0.4% | 0.47% | 0.0% |
WCLD | Buy | WISDOMTREE TR | $1,561,000 | +113.3% | 24,470 | +92.7% | 0.47% | +102.6% |
PG | Sell | PROCTER AND GAMBLE CO | $1,549,000 | +1.6% | 10,660 | -0.9% | 0.46% | -3.1% |
SPLB | Sell | SPDR SER TRportfolio ln cor | $1,526,000 | -3.2% | 47,806 | -1.6% | 0.46% | -7.7% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,516,000 | +12.5% | 3,395 | +3.6% | 0.45% | +7.1% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $1,516,000 | -23.8% | 23,137 | -26.1% | 0.45% | -27.4% |
HERO | Buy | GLOBAL X FDSvdeo gam esprt | $1,491,000 | +49.0% | 49,477 | +52.0% | 0.44% | +41.7% |
PLAT | Buy | WISDOMTREE TRgrowth leaders | $1,487,000 | +41.9% | 31,008 | +41.6% | 0.44% | +35.0% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,482,000 | -18.2% | 29,295 | -18.0% | 0.44% | -22.0% |
USMF | Buy | WISDOMTREE TRus multifactor | $1,444,000 | +100.8% | 35,087 | +95.0% | 0.43% | +90.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,420,000 | +16.0% | 17,200 | +5.9% | 0.42% | +10.4% |
ARKF | Buy | ARK ETF TRfintech innova | $1,383,000 | +95.6% | 25,691 | +87.3% | 0.41% | +86.0% |
BUG | Buy | GLOBAL X FDScybrscurty etf | $1,380,000 | +117.3% | 40,730 | +93.8% | 0.41% | +107.0% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,360,000 | -12.2% | 14,302 | -21.1% | 0.41% | -16.5% |
FALN | Buy | ISHARES TRfaln angls usd | $1,346,000 | +6.7% | 44,563 | +6.0% | 0.40% | +1.5% |
KEMQ | Sell | KRANESHARES TRemrng mkt cons | $1,347,000 | -43.4% | 48,483 | -40.0% | 0.40% | -46.1% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $1,332,000 | -21.7% | 6,900 | -29.1% | 0.40% | -25.5% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,329,000 | +8.3% | 447 | -0.9% | 0.40% | +3.1% |
AXP | Sell | AMERICAN EXPRESS CO | $1,328,000 | +1.8% | 7,696 | -0.2% | 0.40% | -2.9% |
ADP | AUTOMATIC DATA PROCESSING IN | $1,319,000 | +8.0% | 5,831 | 0.0% | 0.39% | +2.9% | |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,319,000 | -34.3% | 22,039 | -34.2% | 0.39% | -37.5% |
SQ | Sell | SQUARE INCcl a | $1,287,000 | -9.2% | 5,200 | -0.1% | 0.38% | -13.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,281,000 | +3.4% | 4,451 | -0.0% | 0.38% | -1.5% |
SITE | SITEONE LANDSCAPE SUPPLY INC | $1,277,000 | +45.9% | 5,156 | 0.0% | 0.38% | +39.1% | |
MCD | Sell | MCDONALDS CORP | $1,250,000 | +0.7% | 4,930 | -4.6% | 0.37% | -4.1% |
WFC | Buy | WELLS FARGO CO NEW | $1,249,000 | +10.8% | 24,675 | +0.3% | 0.37% | +5.7% |
NKE | Sell | NIKE INCcl b | $1,246,000 | +3.7% | 7,103 | -0.3% | 0.37% | -1.3% |
CWH | New | CAMPING WORLD HLDGS INCcl a | $1,224,000 | – | 28,768 | +100.0% | 0.37% | – |
FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,214,000 | +93.6% | 23,975 | +81.2% | 0.36% | +84.3% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $1,199,000 | -13.8% | 37,244 | -12.1% | 0.36% | -17.9% |
JPM | Buy | JPMORGAN CHASE & CO | $1,182,000 | +21.0% | 7,024 | +8.6% | 0.35% | +15.4% |
CRM | Buy | SALESFORCE COM INC | $1,154,000 | +30.2% | 3,745 | +1.8% | 0.34% | +24.1% |
CLX | Buy | CLOROX CO DEL | $1,152,000 | +334.7% | 7,005 | +378.2% | 0.34% | +314.5% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,117,000 | +6.4% | 6,114 | -1.1% | 0.33% | +1.5% |
PEP | Buy | PEPSICO INC | $1,088,000 | +7.0% | 6,624 | +1.8% | 0.32% | +1.9% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,084,000 | +11.3% | 1,695 | -7.2% | 0.32% | +6.2% |
CHWY | Buy | CHEWY INCcl a | $1,076,000 | +327.0% | 13,514 | +357.8% | 0.32% | +306.3% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,060,000 | +4.7% | 18,421 | -1.8% | 0.32% | 0.0% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,051,000 | +13.1% | 25,693 | +9.2% | 0.31% | +7.9% |
SMLV | Buy | SPDR SER TRssga us smal etf | $1,041,000 | +12.7% | 8,710 | +5.6% | 0.31% | +7.2% |
DON | Buy | WISDOMTREE TRus midcap divid | $1,028,000 | +120.1% | 23,221 | +106.8% | 0.31% | +110.3% |
DGS | Sell | WISDOMTREE TRemg mkts smcap | $1,025,000 | -22.5% | 19,566 | -19.9% | 0.31% | -26.3% |
IBND | Sell | SPDR SER TRblombrg brc intl | $995,000 | -17.0% | 28,259 | -13.3% | 0.30% | -21.0% |
IJR | Sell | ISHARES TRcore s&p scp etf | $992,000 | +3.8% | 8,421 | -3.5% | 0.30% | -1.3% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $970,000 | +8.6% | 3,183 | -0.1% | 0.29% | +3.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $969,000 | -7.9% | 18,695 | -0.9% | 0.29% | -12.4% |
DLS | Buy | WISDOMTREE TRintl smcap div | $967,000 | +44.8% | 12,746 | +45.1% | 0.29% | +37.6% |
ONEO | Buy | SPDR SER TRrussell momentum | $962,000 | +20.2% | 9,100 | +13.4% | 0.29% | +14.3% |
PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $960,000 | -13.5% | 115,400 | -7.7% | 0.29% | -17.5% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $961,000 | +1.3% | 15,091 | +0.0% | 0.29% | -3.7% |
NYCB | Sell | NEW YORK CMNTY BANCORP INC | $962,000 | -2.6% | 77,670 | -7.2% | 0.29% | -7.4% |
BAC | Sell | BK OF AMERICA CORP | $956,000 | +23.8% | 20,193 | -0.8% | 0.29% | +18.2% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $953,000 | +29.1% | 17,352 | +20.9% | 0.28% | +23.4% |
COST | Buy | COSTCO WHSL CORP NEW | $914,000 | +23.0% | 1,773 | +2.4% | 0.27% | +17.2% |
PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $915,000 | -16.0% | 23,698 | -19.3% | 0.27% | -20.2% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $910,000 | -0.8% | 14,375 | -1.5% | 0.27% | -5.6% |
GOVT | Sell | ISHARES TRus treas bd etf | $906,000 | -31.6% | 34,180 | -30.4% | 0.27% | -34.7% |
TBT | New | PROSHARES TR | $874,000 | – | 50,000 | +100.0% | 0.26% | – |
WMT | Sell | WALMART INC | $855,000 | -1.2% | 5,655 | -7.0% | 0.26% | -5.9% |
TWLO | Buy | TWILIO INCcl a | $852,000 | -14.5% | 2,719 | +3.6% | 0.25% | -18.6% |
BGFV | New | BIG 5 SPORTING GOODS CORP | $845,000 | – | 26,550 | +100.0% | 0.25% | – |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $838,000 | +39.4% | 3,992 | +20.2% | 0.25% | +32.3% |
CWEN | Buy | CLEARWAY ENERGY INCcl c | $815,000 | +37.0% | 22,143 | +8.0% | 0.24% | +29.9% |
IGLD | Sell | FIRST TR EXCHANGE-TRADED FDcboe vest gold | $809,000 | -4.8% | 40,355 | -3.1% | 0.24% | -9.4% |
New | ASHFORD HOSPITALITY TR INC | $810,000 | – | 55,820 | +100.0% | 0.24% | – | |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $811,000 | +39.3% | 15,925 | +31.6% | 0.24% | +32.2% |
DIS | Sell | DISNEY WALT CO | $779,000 | -6.3% | 4,577 | -3.4% | 0.23% | -10.7% |
USRT | Sell | ISHARES TRcre u s reit etf | $775,000 | +3.3% | 12,164 | -1.3% | 0.23% | -1.7% |
AOA | Buy | ISHARES TRaggres alloc etf | $775,000 | +23.8% | 10,576 | +20.0% | 0.23% | +17.9% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $766,000 | -9.7% | 17,702 | -9.9% | 0.23% | -13.9% |
TIP | Sell | ISHARES TRtips bd etf | $749,000 | -0.8% | 5,800 | -0.2% | 0.22% | -5.5% |
DWMF | Buy | WISDOMTREE TRintk mltifactr | $747,000 | +98.1% | 27,914 | +95.9% | 0.22% | +89.0% |
PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $746,000 | -13.2% | 27,914 | -11.7% | 0.22% | -17.1% |
CL | Sell | COLGATE PALMOLIVE CO | $738,000 | -6.5% | 9,553 | -3.7% | 0.22% | -10.9% |
LOW | Sell | LOWES COS INC | $738,000 | +16.6% | 3,103 | -6.4% | 0.22% | +10.6% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $732,000 | +19.0% | 14,421 | +19.0% | 0.22% | +13.5% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
USFR | Sell | WISDOMTREE TRfloatng rat trea | $722,000 | -15.6% | 28,764 | -15.6% | 0.22% | -19.4% |
DE | Sell | DEERE & CO | $722,000 | -7.2% | 2,058 | -5.9% | 0.22% | -11.5% |
IWM | ISHARES TRrussell 2000 etf | $719,000 | +8.4% | 3,014 | 0.0% | 0.22% | +3.4% | |
BLK | Sell | BLACKROCK INC | $710,000 | +9.1% | 744 | -0.1% | 0.21% | +3.9% |
XLE | New | SELECT SECTOR SPDR TRenergy | $704,000 | – | 12,236 | +100.0% | 0.21% | – |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $678,000 | +8.3% | 7,761 | +0.9% | 0.20% | +3.1% |
USAI | Buy | PACER FDS TRamercn enrgy ind | $673,000 | +15.4% | 26,649 | +6.4% | 0.20% | +9.8% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $673,000 | +2.3% | 6,153 | -0.8% | 0.20% | -2.4% |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $669,000 | +27.2% | 10,280 | +18.9% | 0.20% | +21.2% |
HSY | Buy | HERSHEY CO | $664,000 | +3.8% | 3,787 | +5.6% | 0.20% | -1.5% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $661,000 | +105.9% | 8,100 | +108.0% | 0.20% | +95.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $655,000 | +7.9% | 971 | -1.0% | 0.20% | +3.2% |
RH | Sell | RH | $655,000 | +0.6% | 988 | -0.2% | 0.20% | -3.9% |
RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $641,000 | +84.7% | 2,945 | +64.4% | 0.19% | +75.2% |
COIN | Buy | COINBASE GLOBAL INC | $641,000 | +147.5% | 1,860 | +68.9% | 0.19% | +135.8% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $635,000 | +5.8% | 3,970 | +0.8% | 0.19% | +1.1% |
UNH | Sell | UNITEDHEALTH GROUP INC | $628,000 | +8.7% | 1,375 | -1.2% | 0.19% | +3.9% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $616,000 | -11.1% | 7,200 | -9.7% | 0.18% | -15.2% |
QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $616,000 | -23.8% | 7,571 | -37.1% | 0.18% | -27.3% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $616,000 | +4.1% | 5,621 | -0.1% | 0.18% | -1.1% |
QCOM | Buy | QUALCOMM INC | $608,000 | +18.1% | 3,897 | +12.7% | 0.18% | +12.3% |
CLOU | Sell | GLOBAL X FDS | $606,000 | +8.4% | 18,852 | -3.3% | 0.18% | +3.4% |
CG | New | CARLYLE GROUP INC | $604,000 | – | 10,246 | +100.0% | 0.18% | – |
SOFI | New | SOFI TECHNOLOGIES INC | $601,000 | – | 25,823 | +100.0% | 0.18% | – |
IVE | Sell | ISHARES TRs&p 500 val etf | $576,000 | -6.6% | 3,756 | -9.7% | 0.17% | -11.3% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $571,000 | -19.4% | 8,171 | -21.0% | 0.17% | -23.0% |
AMGN | Sell | AMGEN INC | $570,000 | -12.2% | 2,653 | -2.0% | 0.17% | -16.7% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $570,000 | +1.4% | 2,410 | -5.3% | 0.17% | -3.4% |
AMP | Buy | AMERIPRISE FINL INC | $565,000 | +18.9% | 1,842 | +0.2% | 0.17% | +13.4% |
V | Sell | VISA INC | $563,000 | -27.2% | 2,695 | -16.4% | 0.17% | -30.6% |
CAT | Buy | CATERPILLAR INC | $558,000 | +1.3% | 2,743 | +2.1% | 0.17% | -3.5% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $554,000 | +5.7% | 6,290 | -2.3% | 0.16% | +0.6% |
HUT | New | HUT 8 MNG CORP | $550,000 | – | 37,431 | +100.0% | 0.16% | – |
PANW | Buy | PALO ALTO NETWORKS INC | $550,000 | +42.5% | 1,114 | +15.6% | 0.16% | +35.5% |
AMAT | Sell | APPLIED MATLS INC | $545,000 | -24.5% | 3,633 | -28.5% | 0.16% | -27.9% |
MGK | VANGUARD WORLD FDmega grwth ind | $545,000 | +8.8% | 2,096 | 0.0% | 0.16% | +3.8% | |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $544,000 | +10.3% | 7,608 | +3.4% | 0.16% | +4.5% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $538,000 | -31.3% | 10,682 | -30.6% | 0.16% | -34.6% |
ACWF | Buy | ISHARES TRmsci gbl multifc | $540,000 | +16.9% | 13,950 | +15.9% | 0.16% | +11.0% |
C | Buy | CITIGROUP INC | $535,000 | +1.9% | 7,980 | +3.0% | 0.16% | -3.0% |
UVSP | UNIVEST FINANCIAL CORPORATIO | $536,000 | +11.4% | 18,000 | 0.0% | 0.16% | +6.0% | |
SHAG | Sell | WISDOMTREE TRyield enhanced | $533,000 | -11.0% | 10,468 | -10.2% | 0.16% | -15.4% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $533,000 | +22.0% | 18,880 | +13.2% | 0.16% | +16.1% |
GLD | Sell | SPDR GOLD TR | $524,000 | -13.1% | 3,125 | -12.1% | 0.16% | -17.5% |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $518,000 | +5.1% | 23,057 | 0.0% | 0.16% | 0.0% | |
AVGO | Sell | BROADCOM INC | $519,000 | +12.6% | 946 | -0.5% | 0.16% | +6.9% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $517,000 | +3.6% | 3,845 | +2.0% | 0.15% | -1.9% |
FSK | Buy | FS KKR CAP CORP | $517,000 | +3.0% | 24,062 | +0.3% | 0.15% | -1.9% |
PFE | Sell | PFIZER INC | $504,000 | -6.8% | 11,486 | -6.6% | 0.15% | -11.2% |
DES | Buy | WISDOMTREE TRus smallcap divd | $502,000 | +15.1% | 15,239 | +9.3% | 0.15% | +9.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $494,000 | -14.7% | 4,084 | -0.2% | 0.15% | -18.7% |
EPD | ENTERPRISE PRODS PARTNERS L | $493,000 | +0.2% | 22,028 | 0.0% | 0.15% | -4.5% | |
EMB | Buy | ISHARES TRjpmorgan usd emg | $489,000 | -1.4% | 4,442 | +0.8% | 0.15% | -6.4% |
LULU | Sell | LULULEMON ATHLETICA INC | $486,000 | -38.9% | 1,026 | -48.1% | 0.14% | -42.0% |
DOCU | Sell | DOCUSIGN INC | $485,000 | -6.4% | 1,707 | -2.7% | 0.14% | -10.5% |
IWD | Buy | ISHARES TRrus 1000 val etf | $487,000 | +6.6% | 2,933 | +2.3% | 0.14% | +1.4% |
SBUX | Sell | STARBUCKS CORP | $483,000 | -42.2% | 4,303 | -38.0% | 0.14% | -45.0% |
IMCG | ISHARES TRmrgstr md cp grw | $481,000 | +7.1% | 6,400 | 0.0% | 0.14% | +2.1% | |
SPAB | Buy | SPDR SER TRportfolio agrgte | $474,000 | +1.7% | 15,888 | +3.4% | 0.14% | -2.7% |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $472,000 | -8.9% | 9,451 | -8.5% | 0.14% | -13.0% |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $468,000 | -2.3% | 5,353 | -4.2% | 0.14% | -6.7% |
ABNB | Buy | AIRBNB INC | $465,000 | +50.0% | 2,605 | +22.2% | 0.14% | +43.3% |
HON | Buy | HONEYWELL INTL INC | $462,000 | -4.3% | 2,077 | +0.0% | 0.14% | -8.6% |
ABT | Sell | ABBOTT LABS | $458,000 | -6.7% | 3,551 | -12.5% | 0.14% | -11.0% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $460,000 | -5.2% | 5,164 | -2.8% | 0.14% | -9.9% |
DGRO | Buy | ISHARES TRcore div grwth | $450,000 | +3.9% | 8,385 | +0.0% | 0.13% | -1.5% |
EBAY | Buy | EBAY INC. | $449,000 | +44.4% | 5,891 | +30.0% | 0.13% | +36.7% |
QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $444,000 | +4.0% | 12,555 | +0.0% | 0.13% | -0.7% |
ACN | Buy | ACCENTURE PLC IRELAND | $443,000 | +20.4% | 1,208 | +3.7% | 0.13% | +14.8% |
SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $436,000 | – | 14,355 | +100.0% | 0.13% | – |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $435,000 | -12.3% | 7,339 | +0.7% | 0.13% | -16.7% |
SNSR | Sell | GLOBAL X FDSinternet of thng | $432,000 | -20.3% | 10,997 | -24.7% | 0.13% | -24.1% |
ONEY | Buy | SPDR SER TRrussell yield | $428,000 | +16.6% | 4,374 | +13.1% | 0.13% | +11.3% |
EXC | EXELON CORP | $424,000 | +15.2% | 7,834 | 0.0% | 0.13% | +10.4% | |
LGLV | Buy | SPDR SER TRssga us lrg etf | $424,000 | +36.3% | 2,954 | +31.2% | 0.13% | +29.6% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $423,000 | -4.5% | 8,013 | -5.9% | 0.13% | -9.4% |
BBIN | Buy | J P MORGAN EXCHANGE-TRADED Fbetabuilders i | $420,000 | +10.5% | 6,836 | +8.8% | 0.12% | +5.0% |
CSCO | Sell | CISCO SYS INC | $416,000 | -4.6% | 7,289 | -7.3% | 0.12% | -9.5% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $412,000 | -14.5% | 5,906 | -15.6% | 0.12% | -18.5% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $411,000 | -1.7% | 8,082 | -0.3% | 0.12% | -6.1% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $411,000 | +4.3% | 2,475 | -3.9% | 0.12% | -0.8% |
GPN | Buy | GLOBAL PMTS INC | $408,000 | -20.0% | 3,011 | +1.5% | 0.12% | -23.8% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $410,000 | +26.2% | 7,850 | +26.8% | 0.12% | +19.6% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $407,000 | +7.1% | 1,454 | -2.9% | 0.12% | +2.5% |
XHB | Buy | SPDR SER TRs&p homebuild | $400,000 | +11.4% | 5,037 | +5.6% | 0.12% | +5.3% |
GM | Buy | GENERAL MTRS CO | $391,000 | +15.0% | 6,662 | +11.6% | 0.12% | +9.3% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $393,000 | -14.4% | 1,172 | -4.2% | 0.12% | -18.8% |
KO | Sell | COCA COLA CO | $384,000 | -3.0% | 6,790 | -2.3% | 0.12% | -7.3% |
SHOP | Sell | SHOPIFY INCcl a | $385,000 | -1.5% | 250 | -1.6% | 0.12% | -6.5% |
NEE | Buy | NEXTERA ENERGY INC | $383,000 | +7.9% | 4,519 | +0.3% | 0.11% | +2.7% |
MILN | Sell | GLOBAL X FDSmillennial consu | $381,000 | -26.9% | 8,400 | -29.3% | 0.11% | -30.1% |
FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $382,000 | +17.2% | 3,143 | +17.8% | 0.11% | +11.8% |
CMG | CHIPOTLE MEXICAN GRILL INC | $378,000 | -3.1% | 209 | 0.0% | 0.11% | -7.4% | |
ICSH | Buy | ISHARES TRblackrock ultra | $376,000 | +34.3% | 7,450 | +34.2% | 0.11% | +27.3% |
ICVT | Buy | ISHARES TRconv bd etf | $374,000 | +3.0% | 3,628 | +0.1% | 0.11% | -1.8% |
KMB | New | KIMBERLY-CLARK CORP | $374,000 | – | 2,853 | +100.0% | 0.11% | – |
TFC | Sell | TRUIST FINL CORP | $364,000 | +17.0% | 5,710 | -0.7% | 0.11% | +11.2% |
ED | CONSOLIDATED EDISON INC | $365,000 | +2.5% | 4,781 | 0.0% | 0.11% | -2.7% | |
CABO | Sell | CABLE ONE INC | $360,000 | -22.9% | 210 | -14.6% | 0.11% | -26.0% |
T | Sell | AT&T INC | $358,000 | -48.0% | 14,428 | -41.1% | 0.11% | -50.5% |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $359,000 | – | 7,470 | +100.0% | 0.11% | – |
INDI | Buy | INDIE SEMICONDUCTOR INC | $356,000 | +83.5% | 27,550 | +24.1% | 0.11% | +73.8% |
PCI | PIMCO DYNAMIC CR INCOME FD | $344,000 | -3.1% | 15,800 | 0.0% | 0.10% | -7.2% | |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $345,000 | -0.3% | 6,851 | 0.0% | 0.10% | -5.5% | |
PEGA | PEGASYSTEMS INC | $340,000 | -5.0% | 2,816 | 0.0% | 0.10% | -8.9% | |
UBER | Buy | UBER TECHNOLOGIES INC | $340,000 | +16.4% | 7,500 | +11.7% | 0.10% | +10.9% |
IEFA | Sell | ISHARES TRcore msci eafe | $343,000 | -9.7% | 4,422 | -11.6% | 0.10% | -14.3% |
IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $341,000 | +48.3% | 7,728 | +51.8% | 0.10% | +41.7% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $337,000 | +8.0% | 16,154 | -0.1% | 0.10% | +3.1% |
FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $339,000 | – | 18,270 | +100.0% | 0.10% | – |
XOM | Sell | EXXON MOBIL CORP | $334,000 | -0.6% | 5,179 | -11.2% | 0.10% | -4.8% |
USMV | Sell | ISHARES TRmsci usa min vol | $331,000 | -12.9% | 4,237 | -15.3% | 0.10% | -16.8% |
ECL | Sell | ECOLAB INC | $331,000 | +3.8% | 1,450 | -0.8% | 0.10% | -1.0% |
IWP | Sell | ISHARES TRrus md cp gr etf | $330,000 | -1.5% | 2,709 | -7.6% | 0.10% | -5.7% |
IWS | Sell | ISHARES TRrus mdcp val etf | $324,000 | +4.5% | 2,675 | -0.6% | 0.10% | 0.0% |
KSU | Sell | KANSAS CITY SOUTHERN | $324,000 | +3.8% | 1,056 | -10.0% | 0.10% | -1.0% |
LRCX | Sell | LAM RESEARCH CORP | $319,000 | -14.2% | 533 | -7.9% | 0.10% | -18.8% |
CMCSA | Buy | COMCAST CORP NEWcl a | $318,000 | -7.6% | 6,027 | +2.4% | 0.10% | -12.0% |
MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $314,000 | – | 11,775 | +100.0% | 0.09% | – |
PKO | PIMCO INCOME OPPORTUNITY FD | $316,000 | -4.5% | 12,500 | 0.0% | 0.09% | -9.6% | |
GD | Sell | GENERAL DYNAMICS CORP | $314,000 | -0.6% | 1,584 | -2.0% | 0.09% | -5.1% |
UNP | Buy | UNION PAC CORP | $311,000 | +11.5% | 1,311 | +2.3% | 0.09% | +5.7% |
PTLC | Sell | PACER FDS TRtrendp us lar cp | $307,000 | -5.5% | 7,473 | -11.8% | 0.09% | -9.8% |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $301,000 | 0.0% | 3,678 | 0.0% | 0.09% | -4.3% | |
JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $296,000 | – | 5,800 | +100.0% | 0.09% | – |
PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $291,000 | -19.2% | 1,771 | -18.3% | 0.09% | -23.0% |
BA | Sell | BOEING CO | $288,000 | -11.9% | 1,354 | -6.8% | 0.09% | -16.5% |
PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $285,000 | – | 13,141 | +100.0% | 0.08% | – |
MO | ALTRIA GROUP INC | $283,000 | -6.6% | 6,340 | 0.0% | 0.08% | -10.5% | |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $284,000 | +12.3% | 1,350 | +2.4% | 0.08% | +7.6% |
ETN | Buy | EATON CORP PLC | $281,000 | +10.2% | 1,632 | +0.2% | 0.08% | +5.0% |
CVX | Sell | CHEVRON CORP NEW | $282,000 | -4.1% | 2,482 | -14.3% | 0.08% | -8.7% |
CP | CANADIAN PAC RY LTD | $281,000 | +4.1% | 3,680 | 0.0% | 0.08% | -1.2% | |
MRVL | New | MARVELL TECHNOLOGY INC | $280,000 | – | 3,909 | +100.0% | 0.08% | – |
TJX | Buy | TJX COS INC NEW | $281,000 | +4.1% | 4,027 | +1.4% | 0.08% | -1.2% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $279,000 | -2.8% | 3,203 | -2.4% | 0.08% | -7.8% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $273,000 | +13.3% | 2,590 | +10.4% | 0.08% | +7.9% |
VHT | New | VANGUARD WORLD FDShealth car etf | $272,000 | – | 1,042 | +100.0% | 0.08% | – |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $272,000 | -2.2% | 3,311 | -1.3% | 0.08% | -6.9% |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $266,000 | -21.5% | 1,549 | -14.4% | 0.08% | -25.5% |
GS | GOLDMAN SACHS GROUP INC | $266,000 | +8.1% | 651 | 0.0% | 0.08% | +2.6% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $263,000 | +10.0% | 1,088 | +2.8% | 0.08% | +5.3% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $266,000 | +3.9% | 1,040 | -2.4% | 0.08% | -1.2% |
RGR | Sell | STURM RUGER & CO INC | $259,000 | -3.7% | 3,462 | -2.8% | 0.08% | -8.3% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $258,000 | +7.5% | 2,741 | +9.7% | 0.08% | +2.7% |
AMT | Sell | AMERICAN TOWER CORP NEW | $259,000 | -7.8% | 927 | -6.3% | 0.08% | -12.5% |
ARKQ | ARK ETF TRautnmus technlgy | $255,000 | +9.4% | 2,858 | 0.0% | 0.08% | +4.1% | |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $256,000 | +9.4% | 2,356 | +4.9% | 0.08% | +4.1% |
IJJ | ISHARES TRs&p mc 400vl etf | $252,000 | +6.8% | 2,259 | 0.0% | 0.08% | +1.4% | |
DGRS | New | WISDOMTREE TRus s cap qty div | $252,000 | – | 5,317 | +100.0% | 0.08% | – |
FYX | Sell | FIRST TR SML CP CORE ALPHA F | $246,000 | -11.8% | 2,479 | -19.4% | 0.07% | -17.0% |
FDX | Buy | FEDEX CORP | $243,000 | -6.9% | 991 | +4.6% | 0.07% | -11.0% |
ABBV | Sell | ABBVIE INC | $238,000 | +0.8% | 2,031 | -0.5% | 0.07% | -4.1% |
NYF | New | ISHARES TRnew york mun etf | $227,000 | – | 3,925 | +100.0% | 0.07% | – |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $224,000 | +5.7% | 2,440 | +0.2% | 0.07% | +1.5% |
MSTR | New | MICROSTRATEGY INCcl a new | $223,000 | – | 279 | +100.0% | 0.07% | – |
HDV | Buy | ISHARES TRcore high dv etf | $221,000 | +2.3% | 2,233 | +0.2% | 0.07% | -2.9% |
New | DUTCH BROS INCcl a | $222,000 | – | 3,180 | +100.0% | 0.07% | – | |
CMI | New | CUMMINS INC | $219,000 | – | 931 | +100.0% | 0.06% | – |
SO | Buy | SOUTHERN CO | $216,000 | -1.8% | 3,453 | +0.3% | 0.06% | -5.8% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $219,000 | +0.9% | 1,570 | 0.0% | 0.06% | -4.4% | |
ISRG | New | INTUITIVE SURGICAL INC | $210,000 | – | 579 | +100.0% | 0.06% | – |
FCVT | FIRST TR EXCHANGE-TRADED FDssi strg etf | $210,000 | +4.0% | 3,949 | 0.0% | 0.06% | 0.0% | |
VOX | VANGUARD WORLD FDS | $207,000 | -1.0% | 1,446 | 0.0% | 0.06% | -6.1% | |
DKNG | Sell | DRAFTKINGS INC | $208,000 | -51.2% | 4,655 | -46.5% | 0.06% | -53.7% |
ORCL | Sell | ORACLE CORP | $207,000 | -13.8% | 2,164 | -20.9% | 0.06% | -17.3% |
TDOC | Sell | TELADOC HEALTH INC | $209,000 | -6.7% | 1,391 | -6.7% | 0.06% | -11.4% |
PM | Sell | PHILIP MORRIS INTL INC | $209,000 | -6.3% | 2,230 | -0.2% | 0.06% | -11.4% |
XLF | New | SELECT SECTOR SPDR TRfinancial | $209,000 | – | 5,227 | +100.0% | 0.06% | – |
MP | Sell | MP MATERIALS CORP | $206,000 | -68.1% | 5,550 | -67.6% | 0.06% | -69.5% |
INTC | Buy | INTEL CORP | $209,000 | -5.4% | 4,149 | +0.7% | 0.06% | -10.1% |
VOO | Sell | VANGUARD INDEX FDS | $209,000 | -66.7% | 488 | -68.8% | 0.06% | -68.5% |
MMM | Sell | 3M CO | $201,000 | -9.5% | 1,112 | -1.1% | 0.06% | -14.3% |
WM | New | WASTE MGMT INC DEL | $201,000 | – | 1,253 | +100.0% | 0.06% | – |
VFH | New | VANGUARD WORLD FDSfinancials etf | $200,000 | – | 2,002 | +100.0% | 0.06% | – |
ETY | EATON VANCE TAX-MANAGED DIVE | $190,000 | +6.1% | 12,750 | 0.0% | 0.06% | +1.8% | |
SNLN | HIGHLAND FDS Ihi ld iboxx srln | $176,000 | 0.0% | 10,970 | 0.0% | 0.05% | -3.6% | |
FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $165,000 | – | 13,000 | +100.0% | 0.05% | – |
HIPS | New | GRANITESHARES ETF TRhips us high inc | $158,000 | – | 10,000 | +100.0% | 0.05% | – |
IVR | Sell | INVESCO MORTGAGE CAPITAL INC | $150,000 | -51.6% | 46,000 | -49.2% | 0.04% | -53.6% |
ANY | New | SPHERE 3D CORP NEW | $145,000 | – | 21,800 | +100.0% | 0.04% | – |
EXG | EATON VANCE TAX-MANAGED GLOB | $123,000 | +5.1% | 11,500 | 0.0% | 0.04% | 0.0% | |
ETJ | EATON VANCE RISK-MANAGED DIV | $118,000 | +1.7% | 10,189 | 0.0% | 0.04% | -2.8% | |
GAB | GABELLI EQUITY TR INC | $96,000 | +4.3% | 13,700 | 0.0% | 0.03% | 0.0% | |
NCV | VIRTUS ALLIANZGI CONVERTIBLE | $90,000 | +5.9% | 14,100 | 0.0% | 0.03% | 0.0% | |
MREO | Sell | MEREO BIOPHARMA GROUP PLCads | $84,000 | -80.8% | 35,275 | -78.7% | 0.02% | -81.8% |
AGEN | Buy | AGENUS INC | $56,000 | +5.7% | 12,945 | +29.4% | 0.02% | 0.0% |
PAVM | New | PAVMED INC | $56,000 | – | 10,000 | +100.0% | 0.02% | – |
OSMT | OSMOTICA PHARMACEUTICALS PLC | $45,000 | -47.1% | 24,800 | 0.0% | 0.01% | -51.9% | |
INFI | Sell | INFINITY PHARMACEUTICALS INC | $28,000 | -71.7% | 10,495 | -69.0% | 0.01% | -74.2% |
AAPL | APPLE INCput | $0 | – | 700 | 0.0% | 0.00% | – | |
TSLA | TESLA INCput | $0 | – | 100 | 0.0% | 0.00% | – | |
BX | Exit | BLACKSTONE GROUP INCput | $0 | – | -600 | -100.0% | 0.00% | – |
ITRM | Exit | ITERUM THERAPEUTICS PLC | $0 | – | -35,000 | -100.0% | -0.01% | – |
BBIG | Exit | VINCO VENTURES INC | $0 | – | -27,000 | -100.0% | -0.03% | – |
POWW | Exit | AMMO INC | $0 | – | -19,847 | -100.0% | -0.04% | – |
SOL | Exit | RENESOLA LTDsponsored ads | $0 | – | -20,300 | -100.0% | -0.05% | – |
FSD | Exit | FIRST TR HIGH INCOME LONG / | $0 | – | -10,600 | -100.0% | -0.05% | – |
AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,405 | -100.0% | -0.07% | – |
JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -9,386 | -100.0% | -0.07% | – |
LEGR | Exit | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $0 | – | -5,036 | -100.0% | -0.07% | – |
ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -4,562 | -100.0% | -0.07% | – |
FXZ | Exit | FIRST TR EXCHANGE TRADED FDmaterials alph | $0 | – | -4,513 | -100.0% | -0.08% | – |
AMPG | Exit | AMPLITECH GROUP INC | $0 | – | -69,650 | -100.0% | -0.09% | – |
TGT | Exit | TARGET CORP | $0 | – | -1,187 | -100.0% | -0.10% | – |
NNDM | Exit | NANO DIMENSION LTDsponsord ads new | $0 | – | -48,700 | -100.0% | -0.10% | – |
FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -4,371 | -100.0% | -0.11% | – |
EFAX | Exit | SPDR INDEX SHS FDSmsci eafe fs etf | $0 | – | -4,523 | -100.0% | -0.12% | – |
ASXC | Exit | ASENSUS SURGICAL INC | $0 | – | -164,500 | -100.0% | -0.12% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -5,064 | -100.0% | -0.13% | – |
FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -2,115 | -100.0% | -0.16% | – |
QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -3,370 | -100.0% | -0.17% | – |
FBRX | Exit | FORTE BIOSCIENCES INC | $0 | – | -19,150 | -100.0% | -0.18% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -6,854 | -100.0% | -0.19% | – |
WISH | Exit | CONTEXTLOGIC INC | $0 | – | -76,200 | -100.0% | -0.25% | – |
XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -16,826 | -100.0% | -0.29% | – |
FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -70,805 | -100.0% | -0.46% | – |
PSCH | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $0 | – | -13,030 | -100.0% | -0.78% | – |
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -12,690 | -100.0% | -1.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.