$339 Million is the total value of Insight Advisors, LLC/ PA's 313 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $23,679,000 | +13.1% | 133,351 | -3.8% | 6.98% | +11.7% |
| AMZN | Sell | AMAZON COM INC | $10,632,000 | -8.1% | 3,189 | -4.1% | 3.14% | -9.2% |
| NVDA | Sell | NVIDIA CORPORATION | $8,608,000 | -11.8% | 29,269 | -10.7% | 2.54% | -12.9% |
| MSFT | Sell | MICROSOFT CORP | $6,457,000 | -9.3% | 19,197 | -9.3% | 1.90% | -10.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,819,000 | +13.9% | 30,858 | +37.9% | 1.72% | +12.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,518,000 | +0.9% | 32,131 | -2.2% | 1.63% | -0.4% |
| TSLA | Buy | TESLA INC | $5,437,000 | -13.8% | 5,145 | +0.3% | 1.60% | -14.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,354,000 | -2.1% | 16,684 | -2.1% | 1.58% | -3.4% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $5,286,000 | – | 13,285 | +100.0% | 1.56% | – |
| NFLX | Sell | NETFLIX INC | $4,816,000 | -11.3% | 7,994 | -1.6% | 1.42% | -12.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,687,000 | -9.4% | 1,618 | -7.2% | 1.38% | -10.6% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $4,348,000 | +20.6% | 101,014 | +16.5% | 1.28% | +19.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $4,231,000 | +2.7% | 29,401 | -1.9% | 1.25% | +1.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $4,026,000 | +11.9% | 41,010 | +8.7% | 1.19% | +10.5% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $3,805,000 | -2.1% | 57,775 | -6.1% | 1.12% | -3.4% |
| EPS | Buy | WISDOMTREE TRus largecap fund | $3,757,000 | +60.2% | 74,598 | +56.6% | 1.11% | +58.3% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $3,725,000 | +42.9% | 50,517 | +40.2% | 1.10% | +41.3% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $3,694,000 | +18.7% | 55,228 | +17.4% | 1.09% | +17.1% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,605,000 | +30.2% | 75,224 | +30.3% | 1.06% | +28.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,545,000 | +40.3% | 21,649 | +41.1% | 1.04% | +38.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,273,000 | +1.9% | 6,861 | +0.1% | 0.96% | +0.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,116,000 | +42.2% | 85,427 | +47.7% | 0.92% | +40.5% |
| HD | Sell | HOME DEPOT INC | $3,014,000 | +6.5% | 7,262 | -4.5% | 0.89% | +5.2% |
| SIGI | SELECTIVE INS GROUP INC | $2,786,000 | +3.5% | 33,995 | 0.0% | 0.82% | +2.2% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,667,000 | +2.2% | 18,129 | +0.1% | 0.79% | +1.0% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $2,587,000 | +0.3% | 82,125 | +0.2% | 0.76% | -0.9% |
| PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $2,578,000 | – | 14,348 | +100.0% | 0.76% | – |
| FB | Sell | META PLATFORMS INCcl a | $2,482,000 | -4.1% | 7,380 | -4.2% | 0.73% | -5.3% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $2,482,000 | -30.2% | 40,523 | -10.4% | 0.73% | -31.1% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,468,000 | -6.1% | 9,693 | -3.8% | 0.73% | -7.3% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $2,439,000 | +8.3% | 46,753 | +6.0% | 0.72% | +6.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,436,000 | +10.7% | 5,129 | +8.8% | 0.72% | +9.3% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,400,000 | +0.1% | 65,122 | +3.5% | 0.71% | -1.1% |
| DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $2,349,000 | +2.6% | 81,855 | +6.6% | 0.69% | +1.3% |
| BX | Buy | BLACKSTONE INC | $2,350,000 | -2.5% | 18,160 | +8.9% | 0.69% | -3.8% |
| USMF | Buy | WISDOMTREE TRus multifactor | $2,339,000 | +62.0% | 55,734 | +58.8% | 0.69% | +60.1% |
| ARKK | Sell | ARK ETF TRinnovation etf | $2,267,000 | -35.7% | 23,971 | -15.4% | 0.67% | -36.5% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $2,260,000 | -2.8% | 43,738 | -2.1% | 0.67% | -4.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,197,000 | -6.3% | 7,797 | +0.9% | 0.65% | -7.4% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $2,033,000 | +47.3% | 63,999 | +57.1% | 0.60% | +45.6% |
| WCLD | Buy | WISDOMTREE TR | $1,989,000 | +27.4% | 38,344 | +56.7% | 0.59% | +26.0% |
| ROKU | Sell | ROKU INC | $1,930,000 | -48.1% | 8,459 | -34.2% | 0.57% | -48.8% |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $1,928,000 | +29.3% | 68,283 | +38.0% | 0.57% | +27.9% |
| F | Buy | FORD MTR CO DEL | $1,901,000 | +17.3% | 91,539 | +9.7% | 0.56% | +15.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,881,000 | +6.5% | 10,993 | +2.5% | 0.56% | +5.3% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,883,000 | -0.6% | 52,092 | +0.0% | 0.56% | -1.9% |
| PLAT | Buy | WISDOMTREE TRgrowth leaders | $1,862,000 | +25.2% | 42,383 | +36.7% | 0.55% | +23.6% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,856,000 | -41.5% | 6,152 | -42.3% | 0.55% | -42.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,719,000 | +11.0% | 10,507 | -1.4% | 0.51% | +9.5% |
| ARKF | Buy | ARK ETF TRfintech innova | $1,706,000 | +23.4% | 41,752 | +62.5% | 0.50% | +21.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,657,000 | +9.3% | 3,617 | +6.5% | 0.49% | +7.9% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,621,000 | +57.7% | 36,542 | +57.4% | 0.48% | +55.7% |
| FSR | Sell | FISKER INC | $1,606,000 | -15.8% | 102,103 | -5.7% | 0.47% | -16.8% |
| MRK | Sell | MERCK & CO INC | $1,560,000 | -16.6% | 20,349 | -1.5% | 0.46% | -17.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,546,000 | -1.5% | 10,281 | -3.3% | 0.46% | -2.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,521,000 | +15.3% | 25,428 | +15.4% | 0.45% | +14.0% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,496,000 | +0.9% | 29,645 | +1.2% | 0.44% | -0.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,438,000 | +1.3% | 17,191 | -0.1% | 0.42% | 0.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,438,000 | +9.0% | 5,831 | 0.0% | 0.42% | +7.6% | |
| DIS | Buy | DISNEY WALT CO | $1,429,000 | +83.4% | 9,224 | +101.5% | 0.42% | +80.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,407,000 | +9.8% | 4,707 | +5.8% | 0.42% | +8.4% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,387,000 | +14.3% | 28,215 | +17.7% | 0.41% | +12.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,372,000 | +3.2% | 474 | +6.0% | 0.40% | +2.0% |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $1,361,000 | +11.2% | 33,700 | +17.1% | 0.40% | +9.6% |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $1,335,000 | -12.5% | 42,405 | -11.3% | 0.39% | -13.6% |
| FALN | Buy | ISHARES TRfaln angls usd | $1,336,000 | -0.7% | 44,589 | +0.1% | 0.39% | -2.0% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $1,292,000 | -39.8% | 28,235 | -40.4% | 0.38% | -40.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,275,000 | -4.0% | 7,796 | +1.3% | 0.38% | -5.3% |
| DWMF | Buy | WISDOMTREE TRintk mltifactr | $1,269,000 | +69.9% | 47,778 | +71.2% | 0.37% | +67.7% |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,249,000 | -2.2% | 5,156 | 0.0% | 0.37% | -3.4% | |
| MCD | Sell | MCDONALDS CORP | $1,234,000 | -1.3% | 4,602 | -6.7% | 0.36% | -2.4% |
| CLX | Sell | CLOROX CO DEL | $1,205,000 | +4.6% | 6,913 | -1.3% | 0.36% | +3.2% |
| NKE | Buy | NIKE INCcl b | $1,195,000 | -4.1% | 7,169 | +0.9% | 0.35% | -5.4% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $1,188,000 | -0.9% | 37,065 | -0.5% | 0.35% | -2.2% |
| WFC | Sell | WELLS FARGO CO NEW | $1,174,000 | -6.0% | 24,461 | -0.9% | 0.35% | -7.2% |
| BAC | Buy | BK OF AMERICA CORP | $1,167,000 | +22.1% | 26,228 | +29.9% | 0.34% | +20.3% |
| PEP | Sell | PEPSICO INC | $1,148,000 | +5.5% | 6,607 | -0.3% | 0.34% | +4.3% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $1,136,000 | +17.5% | 15,425 | +21.0% | 0.34% | +15.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,118,000 | -5.4% | 7,063 | +0.6% | 0.33% | -6.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,106,000 | -1.0% | 6,183 | +1.1% | 0.33% | -2.4% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,082,000 | +2.9% | 25,735 | +0.2% | 0.32% | +1.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,074,000 | +1.3% | 18,369 | -0.3% | 0.32% | 0.0% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $1,042,000 | +0.1% | 8,722 | +0.1% | 0.31% | -1.3% |
| WMT | Buy | WALMART INC | $1,031,000 | +20.6% | 7,125 | +26.0% | 0.30% | +19.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,007,000 | +4.8% | 15,092 | +0.0% | 0.30% | +3.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,003,000 | -7.5% | 1,503 | -11.3% | 0.30% | -8.6% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $991,000 | +3.0% | 81,170 | +4.5% | 0.29% | +1.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $988,000 | +2.0% | 19,007 | +1.7% | 0.29% | +0.7% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $973,000 | +2.1% | 17,428 | +0.4% | 0.29% | +0.7% |
| ONEO | Buy | SPDR SER TRrussell momentum | $970,000 | +0.8% | 9,120 | +0.2% | 0.29% | -0.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $970,000 | -2.2% | 8,467 | +0.5% | 0.29% | -3.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $963,000 | +5.4% | 1,697 | -4.3% | 0.28% | +4.0% |
| IBND | Sell | SPDR SER TRbloomberg intl | $958,000 | -3.7% | 27,700 | -2.0% | 0.28% | -4.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $942,000 | +12.4% | 4,608 | +15.4% | 0.28% | +11.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $929,000 | -4.2% | 3,041 | -4.5% | 0.27% | -5.5% |
| GOVT | Sell | ISHARES TRus treas bd etf | $911,000 | +0.6% | 34,127 | -0.2% | 0.27% | -0.7% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $909,000 | -33.2% | 9,997 | -30.1% | 0.27% | -34.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $901,000 | -52.0% | 13,135 | -55.3% | 0.27% | -52.6% |
| TBT | Buy | PROSHARES TR | $895,000 | +2.4% | 53,000 | +6.0% | 0.26% | +1.1% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $895,000 | +10.4% | 17,281 | +8.5% | 0.26% | +9.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $873,000 | -4.1% | 14,240 | -0.9% | 0.26% | -5.5% |
| CRM | Sell | SALESFORCE COM INC | $856,000 | -25.8% | 3,369 | -10.0% | 0.25% | -27.0% |
| USRT | Sell | ISHARES TRcre u s reit etf | $821,000 | +5.9% | 12,147 | -0.1% | 0.24% | +4.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $819,000 | -46.0% | 12,441 | -46.2% | 0.24% | -46.6% |
| AOA | Buy | ISHARES TRaggres alloc etf | $786,000 | +1.4% | 10,795 | +2.1% | 0.23% | +0.4% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $780,000 | -57.2% | 11,818 | -17.5% | 0.23% | -57.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $773,000 | +4.7% | 9,052 | -5.2% | 0.23% | +3.6% |
| CWEN | Sell | CLEARWAY ENERGY INCcl c | $774,000 | -5.0% | 21,480 | -3.0% | 0.23% | -6.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $758,000 | +5.4% | 3,409 | +13.1% | 0.22% | +4.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
| HSY | HERSHEY CO | $733,000 | +10.4% | 3,787 | 0.0% | 0.22% | +9.1% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $729,000 | -0.4% | 14,363 | -0.4% | 0.22% | -1.8% |
| PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $728,000 | -2.4% | 27,779 | -0.5% | 0.22% | -3.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $721,000 | +13.5% | 4,430 | +11.6% | 0.21% | +12.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $719,000 | +9.8% | 1,268 | +30.6% | 0.21% | +8.2% |
| DE | Buy | DEERE & CO | $711,000 | -1.5% | 2,075 | +0.8% | 0.21% | -2.8% |
| LOW | Sell | LOWES COS INC | $705,000 | -4.5% | 2,728 | -12.1% | 0.21% | -5.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $703,000 | +4.5% | 6,063 | -1.5% | 0.21% | +3.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $688,000 | +9.6% | 1,370 | -0.4% | 0.20% | +8.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $680,000 | -11.2% | 16,381 | -7.5% | 0.20% | -12.2% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $678,000 | +12.8% | 42,888 | +66.1% | 0.20% | +11.7% |
| SQ | Sell | BLOCK INCcl a | $675,000 | -47.6% | 4,182 | -19.6% | 0.20% | -48.2% |
| PFE | Sell | PFIZER INC | $667,000 | +32.3% | 11,293 | -1.7% | 0.20% | +30.5% |
| SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $668,000 | -0.1% | 10,351 | +0.7% | 0.20% | -1.5% |
| IJK | ISHARES TRs&p mc 400gr etf | $662,000 | -2.4% | 7,761 | 0.0% | 0.20% | -3.5% | |
| TWLO | Sell | TWILIO INCcl a | $657,000 | -22.9% | 2,493 | -8.3% | 0.19% | -23.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $650,000 | -1.7% | 8,037 | -0.8% | 0.19% | -2.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $651,000 | -7.5% | 11,734 | -4.1% | 0.19% | -8.6% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $649,000 | -29.1% | 16,333 | -31.1% | 0.19% | -30.0% |
| BA | Buy | BOEING CO | $638,000 | +121.5% | 3,168 | +134.0% | 0.19% | +118.6% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $636,000 | -0.8% | 3,019 | +2.5% | 0.19% | -1.6% |
| TIP | Sell | ISHARES TRtips bd etf | $634,000 | -15.4% | 4,906 | -15.4% | 0.19% | -16.5% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $630,000 | +2.3% | 5,621 | 0.0% | 0.19% | +1.1% | |
| V | Buy | VISA INC | $631,000 | +12.1% | 2,910 | +8.0% | 0.19% | +10.7% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $626,000 | +17.4% | 21,759 | +15.2% | 0.18% | +16.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $626,000 | +13.8% | 1,124 | +0.9% | 0.18% | +12.8% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $617,000 | -39.8% | 11,668 | -40.4% | 0.18% | -40.5% |
| QCOM | Sell | QUALCOMM INC | $608,000 | 0.0% | 3,327 | -14.6% | 0.18% | -1.6% |
| RBLX | New | ROBLOX CORPcl a | $608,000 | – | 5,894 | +100.0% | 0.18% | – |
| AVGO | Sell | BROADCOM INC | $602,000 | +16.0% | 905 | -4.3% | 0.18% | +14.8% |
| IGLD | Sell | FIRST TR EXCHANGE-TRADED FDcboe vest gold | $603,000 | -25.5% | 29,630 | -26.6% | 0.18% | -26.4% |
| AMGN | Buy | AMGEN INC | $599,000 | +5.1% | 2,664 | +0.4% | 0.18% | +4.1% |
| USAI | Sell | PACER FDS TRamercn enrgy ind | $597,000 | -11.3% | 25,484 | -4.4% | 0.18% | -12.4% |
| IVE | ISHARES TRs&p 500 val etf | $588,000 | +2.1% | 3,756 | 0.0% | 0.17% | +0.6% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $572,000 | -57.1% | 3,148 | -54.4% | 0.17% | -57.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $571,000 | -7.3% | 6,732 | -6.5% | 0.17% | -8.7% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $570,000 | – | 6,629 | +100.0% | 0.17% | – |
| AMAT | Sell | APPLIED MATLS INC | $571,000 | +4.8% | 3,627 | -0.2% | 0.17% | +3.1% |
| CG | Buy | CARLYLE GROUP INC | $563,000 | -6.8% | 10,258 | +0.1% | 0.17% | -7.8% |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $561,000 | – | 9,529 | +100.0% | 0.16% | – |
| AMP | AMERIPRISE FINL INC | $556,000 | -1.6% | 1,842 | 0.0% | 0.16% | -3.0% | |
| ACWF | Buy | ISHARES TRmsci gbl multifc | $550,000 | +1.9% | 14,037 | +0.6% | 0.16% | +0.6% |
| CAT | Sell | CATERPILLAR INC | $548,000 | -1.8% | 2,650 | -3.4% | 0.16% | -3.0% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $541,000 | -0.7% | 2,076 | -1.0% | 0.16% | -1.8% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $542,000 | -24.9% | 21,583 | -25.0% | 0.16% | -25.9% |
| BLK | Sell | BLACKROCK INC | $542,000 | -23.7% | 592 | -20.4% | 0.16% | -24.5% |
| BGFV | Buy | BIG 5 SPORTING GOODS CORP | $539,000 | -36.2% | 28,336 | +6.7% | 0.16% | -36.9% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $539,000 | -0.9% | 7,586 | -0.3% | 0.16% | -1.9% |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $539,000 | +0.6% | 18,000 | 0.0% | 0.16% | -0.6% | |
| ABT | Buy | ABBOTT LABS | $535,000 | +16.8% | 3,801 | +7.0% | 0.16% | +15.3% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $531,000 | -4.2% | 6,273 | -0.3% | 0.16% | -4.8% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $530,000 | -44.8% | 66,100 | -42.7% | 0.16% | -45.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $529,000 | +34.6% | 1,472 | +25.6% | 0.16% | +33.3% |
| PDI | New | PIMCO DYNAMIC INCOME FD | $528,000 | – | 20,363 | +100.0% | 0.16% | – |
| SHAG | Sell | WISDOMTREE TRyield enhanced | $527,000 | -1.1% | 10,425 | -0.4% | 0.16% | -2.5% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $526,000 | +1.7% | 3,730 | -3.0% | 0.16% | +0.6% |
| ABBV | Buy | ABBVIE INC | $520,000 | +118.5% | 3,844 | +89.3% | 0.15% | +115.5% |
| FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $507,000 | -2.1% | 23,057 | 0.0% | 0.15% | -3.2% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $504,000 | +0.4% | 15,353 | +0.7% | 0.15% | -0.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $506,000 | +2.4% | 3,785 | -7.3% | 0.15% | +0.7% |
| ACN | ACCENTURE PLC IRELAND | $501,000 | +13.1% | 1,208 | 0.0% | 0.15% | +12.1% | |
| IWD | ISHARES TRrus 1000 val etf | $493,000 | +1.2% | 2,933 | 0.0% | 0.14% | 0.0% | |
| GNOM | New | GLOBAL X FDSgenomic biotech | $488,000 | – | 24,585 | +100.0% | 0.14% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $484,000 | -1.8% | 22,028 | 0.0% | 0.14% | -2.7% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $479,000 | -2.0% | 4,389 | -1.2% | 0.14% | -3.4% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $474,000 | 0.0% | 16,014 | +0.8% | 0.14% | -1.4% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $469,000 | +22.8% | 3,780 | +20.3% | 0.14% | +21.1% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $469,000 | -2.5% | 6,401 | +0.0% | 0.14% | -4.2% |
| C | Sell | CITIGROUP INC | $464,000 | -13.3% | 7,690 | -3.6% | 0.14% | -14.4% |
| CHWY | Sell | CHEWY INCcl a | $458,000 | -57.4% | 7,759 | -42.6% | 0.14% | -57.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $459,000 | +11.7% | 2,641 | +6.7% | 0.14% | +9.8% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $454,000 | -3.0% | 5,353 | 0.0% | 0.13% | -4.3% | |
| EXC | EXELON CORP | $452,000 | +6.6% | 7,834 | 0.0% | 0.13% | +4.7% | |
| PAYX | New | PAYCHEX INC | $450,000 | – | 3,295 | +100.0% | 0.13% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $452,000 | -1.7% | 5,164 | 0.0% | 0.13% | -2.9% | |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $447,000 | +0.7% | 13,317 | +6.1% | 0.13% | -0.8% |
| SBUX | Sell | STARBUCKS CORP | $446,000 | -7.7% | 3,810 | -11.5% | 0.13% | -8.3% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $449,000 | +5.9% | 2,981 | +0.9% | 0.13% | +3.9% |
| RH | Sell | RH | $449,000 | -31.5% | 838 | -15.2% | 0.13% | -32.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $444,000 | -22.1% | 1,966 | -18.4% | 0.13% | -22.9% |
| ONEY | Buy | SPDR SER TRrussell yield | $443,000 | +3.5% | 4,412 | +0.9% | 0.13% | +2.3% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $442,000 | +1.4% | 14,573 | +1.5% | 0.13% | 0.0% |
| XHB | Buy | SPDR SER TRs&p homebuild | $439,000 | +9.8% | 5,120 | +1.6% | 0.13% | +8.4% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $433,000 | -8.3% | 8,748 | -7.4% | 0.13% | -9.2% |
| GLD | Sell | SPDR GOLD TR | $427,000 | -18.5% | 2,498 | -20.1% | 0.13% | -19.2% |
| GM | Buy | GENERAL MTRS CO | $425,000 | +8.7% | 7,252 | +8.9% | 0.12% | +6.8% |
| KO | Buy | COCA COLA CO | $420,000 | +9.4% | 7,096 | +4.5% | 0.12% | +7.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $422,000 | +17.5% | 8,155 | +9.2% | 0.12% | +15.9% |
| FSK | Sell | FS KKR CAP CORP | $416,000 | -19.5% | 19,882 | -17.4% | 0.12% | -20.1% |
| ABNB | Sell | AIRBNB INC | $417,000 | -10.3% | 2,505 | -3.8% | 0.12% | -11.5% |
| NEE | Sell | NEXTERA ENERGY INC | $416,000 | +8.6% | 4,453 | -1.5% | 0.12% | +7.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $413,000 | -8.2% | 7,429 | -11.4% | 0.12% | -9.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $413,000 | -5.1% | 6,619 | -9.8% | 0.12% | -6.2% |
| CSCO | Sell | CISCO SYS INC | $410,000 | -1.4% | 6,469 | -11.2% | 0.12% | -2.4% |
| BBIN | Sell | J P MORGAN EXCHANGE-TRADED Fbetabuilders i | $406,000 | -3.3% | 6,812 | -0.4% | 0.12% | -4.0% |
| ED | CONSOLIDATED EDISON INC | $408,000 | +11.8% | 4,781 | 0.0% | 0.12% | +10.1% | |
| GPN | Buy | GLOBAL PMTS INC | $408,000 | 0.0% | 3,016 | +0.2% | 0.12% | -1.6% |
| KMB | Sell | KIMBERLY-CLARK CORP | $405,000 | +8.3% | 2,836 | -0.6% | 0.12% | +6.2% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $400,000 | -2.7% | 8,082 | 0.0% | 0.12% | -4.1% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $400,000 | -5.4% | 7,835 | -2.2% | 0.12% | -6.3% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $401,000 | -2.2% | 7,808 | -0.5% | 0.12% | -3.3% |
| CP | Buy | CANADIAN PAC RY LTD | $395,000 | +40.6% | 5,495 | +49.3% | 0.12% | +38.1% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $392,000 | -4.9% | 5,741 | -2.8% | 0.12% | -5.7% |
| T | Buy | AT&T INC | $393,000 | +9.8% | 15,983 | +10.8% | 0.12% | +8.4% |
| Sell | ASHFORD HOSPITALITY TR INC | $394,000 | -51.4% | 41,070 | -26.4% | 0.12% | -52.1% | |
| DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $381,000 | -33.3% | 5,212 | -36.2% | 0.11% | -34.5% |
| LRCX | Sell | LAM RESEARCH CORP | $379,000 | +18.8% | 527 | -1.1% | 0.11% | +17.9% |
| ICSH | Sell | ISHARES TRblackrock ultra | $373,000 | -0.8% | 7,400 | -0.7% | 0.11% | -1.8% |
| TGT | New | TARGET CORP | $366,000 | – | 1,580 | +100.0% | 0.11% | – |
| INDI | Buy | INDIE SEMICONDUCTOR INC | $367,000 | +3.1% | 30,595 | +11.1% | 0.11% | +1.9% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $361,000 | -41.4% | 5,310 | -29.9% | 0.11% | -42.4% |
| HON | Sell | HONEYWELL INTL INC | $361,000 | -21.9% | 1,730 | -16.7% | 0.11% | -23.2% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $357,000 | – | 4,221 | +100.0% | 0.10% | – |
| COIN | Sell | COINBASE GLOBAL INC | $352,000 | -45.1% | 1,393 | -25.1% | 0.10% | -45.5% |
| CLOU | Sell | GLOBAL X FDS | $349,000 | -42.4% | 13,175 | -30.1% | 0.10% | -43.1% |
| CVS | New | CVS HEALTH CORP | $345,000 | – | 3,347 | +100.0% | 0.10% | – |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $345,000 | 0.0% | 6,851 | 0.0% | 0.10% | -1.0% | |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $346,000 | +2.7% | 16,654 | +3.1% | 0.10% | +1.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $344,000 | -29.2% | 880 | -14.2% | 0.10% | -30.3% |
| SHOP | SHOPIFY INCcl a | $344,000 | -10.6% | 250 | 0.0% | 0.10% | -12.2% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $343,000 | +3.6% | 4,242 | +0.1% | 0.10% | +2.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $343,000 | +22.5% | 3,918 | +0.2% | 0.10% | +20.2% |
| ECL | Sell | ECOLAB INC | $334,000 | +0.9% | 1,423 | -1.9% | 0.10% | 0.0% |
| TFC | TRUIST FINL CORP | $334,000 | -8.2% | 5,710 | 0.0% | 0.10% | -9.2% | |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $332,000 | – | 1,469 | +100.0% | 0.10% | – |
| UNP | UNION PAC CORP | $330,000 | +6.1% | 1,311 | 0.0% | 0.10% | +4.3% | |
| XOM | Buy | EXXON MOBIL CORP | $330,000 | -1.2% | 5,388 | +4.0% | 0.10% | -3.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $324,000 | -5.5% | 4,347 | -1.7% | 0.10% | -5.9% |
| EFAX | New | SPDR INDEX SHS FDSmsci eafe fs etf | $324,000 | – | 3,865 | +100.0% | 0.10% | – |
| New | LUCID GROUP INC | $316,000 | – | 8,298 | +100.0% | 0.09% | – | |
| MMIT | INDEXIQ ACTIVE ETF TRiq mackay intrme | $314,000 | 0.0% | 11,775 | 0.0% | 0.09% | -1.1% | |
| PEGA | PEGASYSTEMS INC | $315,000 | -7.4% | 2,816 | 0.0% | 0.09% | -8.8% | |
| FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $315,000 | -7.1% | 18,314 | +0.2% | 0.09% | -7.9% |
| CVX | Buy | CHEVRON CORP NEW | $314,000 | +11.3% | 2,677 | +7.9% | 0.09% | +10.7% |
| EBAY | Sell | EBAY INC. | $316,000 | -29.6% | 4,757 | -19.2% | 0.09% | -30.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $312,000 | +9.9% | 1,457 | +7.9% | 0.09% | +8.2% |
| IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $311,000 | -8.8% | 7,801 | +0.9% | 0.09% | -9.8% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $313,000 | -3.4% | 2,560 | -4.3% | 0.09% | -5.2% |
| TJX | TJX COS INC NEW | $306,000 | +8.9% | 4,027 | 0.0% | 0.09% | +7.1% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $306,000 | -7.3% | 2,659 | -1.8% | 0.09% | -9.1% |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $305,000 | – | 17,751 | +100.0% | 0.09% | – | |
| DGRS | Buy | WISDOMTREE TRus s cap qty div | $305,000 | +21.0% | 6,418 | +20.7% | 0.09% | +20.0% |
| MO | Sell | ALTRIA GROUP INC | $297,000 | +4.9% | 6,272 | -1.1% | 0.09% | +3.5% |
| JMST | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $296,000 | 0.0% | 5,800 | 0.0% | 0.09% | -1.1% | |
| GD | Sell | GENERAL DYNAMICS CORP | $293,000 | -6.7% | 1,404 | -11.4% | 0.09% | -8.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $287,000 | -9.7% | 5,697 | -5.5% | 0.08% | -10.5% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $287,000 | -4.7% | 3,678 | 0.0% | 0.08% | -5.6% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $287,000 | +5.5% | 1,077 | +3.4% | 0.08% | +4.9% |
| ETN | Buy | EATON CORP PLC | $283,000 | +0.7% | 1,638 | +0.4% | 0.08% | -1.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $278,000 | +1.8% | 2,626 | +1.4% | 0.08% | 0.0% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $275,000 | -10.4% | 6,628 | -11.3% | 0.08% | -12.0% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $273,000 | -36.8% | 6,973 | -36.6% | 0.08% | -37.2% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $276,000 | -27.0% | 158 | -24.4% | 0.08% | -28.3% |
| AMT | AMERICAN TOWER CORP NEW | $271,000 | +4.6% | 927 | 0.0% | 0.08% | +3.9% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $269,000 | -1.1% | 3,311 | 0.0% | 0.08% | -2.5% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $263,000 | 0.0% | 1,088 | 0.0% | 0.08% | -1.3% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $265,000 | -5.0% | 3,043 | -5.0% | 0.08% | -6.0% |
| CABO | Sell | CABLE ONE INC | $261,000 | -27.5% | 148 | -29.5% | 0.08% | -28.7% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $261,000 | +2.0% | 2,428 | +3.1% | 0.08% | +1.3% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $258,000 | -36.6% | 1,259 | -13.4% | 0.08% | -37.7% |
| New | PROSHARES TRbitcoin strate | $256,000 | – | 8,850 | +100.0% | 0.08% | – | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $254,000 | -1.6% | 2,741 | 0.0% | 0.08% | -2.6% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $250,000 | -6.0% | 654 | +0.5% | 0.07% | -6.3% |
| IJJ | ISHARES TRs&p mc 400vl etf | $250,000 | -0.8% | 2,259 | 0.0% | 0.07% | -1.3% | |
| MP | MP MATERIALS CORP | $252,000 | +22.3% | 5,550 | 0.0% | 0.07% | +19.4% | |
| FDX | Sell | FEDEX CORP | $241,000 | -0.8% | 930 | -6.2% | 0.07% | -2.7% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $238,000 | -10.5% | 1,536 | -0.8% | 0.07% | -11.4% |
| SO | SOUTHERN CO | $237,000 | +9.7% | 3,453 | 0.0% | 0.07% | +7.7% | |
| MILN | Sell | GLOBAL X FDSmillennial consu | $230,000 | -39.6% | 5,398 | -35.7% | 0.07% | -40.4% |
| UBER | Sell | UBER TECHNOLOGIES INC | $231,000 | -32.1% | 5,500 | -26.7% | 0.07% | -33.3% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $226,000 | +0.9% | 2,445 | +0.2% | 0.07% | 0.0% |
| EW | New | EDWARDS LIFESCIENCES CORP | $226,000 | – | 1,743 | +100.0% | 0.07% | – |
| NYF | ISHARES TRnew york mun etf | $227,000 | 0.0% | 3,925 | 0.0% | 0.07% | -1.5% | |
| HDV | Buy | ISHARES TRcore high dv etf | $226,000 | +2.3% | 2,238 | +0.2% | 0.07% | +1.5% |
| INTC | Buy | INTEL CORP | $223,000 | +6.7% | 4,326 | +4.3% | 0.07% | +6.5% |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $222,000 | -9.8% | 2,289 | -7.7% | 0.06% | -11.0% |
| RGR | Sell | STURM RUGER & CO INC | $222,000 | -14.3% | 3,262 | -5.8% | 0.06% | -15.6% |
| ARKQ | ARK ETF TRautnmus technlgy | $220,000 | -13.7% | 2,858 | 0.0% | 0.06% | -14.5% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $222,000 | -16.5% | 870 | -16.3% | 0.06% | -17.7% |
| VOO | VANGUARD INDEX FDS | $213,000 | +1.9% | 488 | 0.0% | 0.06% | +1.6% | |
| PM | Buy | PHILIP MORRIS INTL INC | $212,000 | +1.4% | 2,236 | +0.3% | 0.06% | +1.6% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $210,000 | -4.1% | 1,570 | 0.0% | 0.06% | -4.6% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $209,000 | -0.5% | 581 | +0.3% | 0.06% | -1.6% |
| AEP | New | AMERICAN ELEC PWR CO INC | $207,000 | – | 2,329 | +100.0% | 0.06% | – |
| XLF | SELECT SECTOR SPDR TRfinancial | $204,000 | -2.4% | 5,227 | 0.0% | 0.06% | -3.2% | |
| WM | Sell | WASTE MGMT INC DEL | $205,000 | +2.0% | 1,229 | -1.9% | 0.06% | 0.0% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $186,000 | -34.7% | 13,223 | +0.6% | 0.06% | -35.3% |
| META | New | LISTED FD TRroundhill ball | $181,000 | – | 11,897 | +100.0% | 0.05% | – |
| SNLN | HIGHLAND FDS Ihi ld iboxx srln | $174,000 | -1.1% | 10,970 | 0.0% | 0.05% | -3.8% | |
| HUT | Sell | HUT 8 MNG CORP | $170,000 | -69.1% | 21,631 | -42.2% | 0.05% | -69.5% |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $168,000 | +1.8% | 14,053 | +8.1% | 0.05% | +2.0% |
| FSD | New | FIRST TR HIGH INCOME LONG / | $165,000 | – | 10,600 | +100.0% | 0.05% | – |
| HIPS | GRANITESHARES ETF TRhips us high inc | $153,000 | -3.2% | 10,000 | 0.0% | 0.04% | -4.3% | |
| BCTX | New | BRIACELL THERAPEUTICS CORP | $140,000 | – | 16,900 | +100.0% | 0.04% | – |
| EXG | EATON VANCE TAX-MANAGED GLOB | $123,000 | 0.0% | 11,500 | 0.0% | 0.04% | -2.7% | |
| ETJ | EATON VANCE RISK-MANAGED DIV | $109,000 | -7.6% | 10,189 | 0.0% | 0.03% | -8.6% | |
| GAB | Buy | GABELLI EQUITY TR INC | $103,000 | +7.3% | 14,300 | +4.4% | 0.03% | +3.4% |
| NCV | VIRTUS ALLIANZGI CONVERTIBLE | $82,000 | -8.9% | 14,100 | 0.0% | 0.02% | -11.1% | |
| AGEN | AGENUS INC | $42,000 | -25.0% | 12,945 | 0.0% | 0.01% | -29.4% | |
| IVR | Sell | INVESCO MORTGAGE CAPITAL INC | $36,000 | -76.0% | 13,000 | -71.7% | 0.01% | -75.6% |
| OSMT | OSMOTICA PHARMACEUTICALS PLC | $27,000 | -40.0% | 24,800 | 0.0% | 0.01% | -38.5% | |
| MREO | Sell | MEREO BIOPHARMA GROUP PLCads | $25,000 | -70.2% | 15,712 | -55.5% | 0.01% | -72.0% |
| INFI | INFINITY PHARMACEUTICALS INC | $24,000 | -14.3% | 10,495 | 0.0% | 0.01% | -12.5% | |
| AAPL | Exit | APPLE INCput | $0 | – | -700 | -100.0% | 0.00% | – |
| TSLA | Exit | TESLA INCput | $0 | – | -100 | -100.0% | 0.00% | – |
| PAVM | Exit | PAVMED INC | $0 | – | -10,000 | -100.0% | -0.02% | – |
| ANY | Exit | SPHERE 3D CORP NEW | $0 | – | -21,800 | -100.0% | -0.04% | – |
| ETY | Exit | EATON VANCE TAX-MANAGED DIVE | $0 | – | -12,750 | -100.0% | -0.06% | – |
| MMM | Exit | 3M CO | $0 | – | -1,112 | -100.0% | -0.06% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -2,002 | -100.0% | -0.06% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -1,391 | -100.0% | -0.06% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -1,446 | -100.0% | -0.06% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,164 | -100.0% | -0.06% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -4,655 | -100.0% | -0.06% | – |
| FCVT | Exit | FIRST TR EXCHANGE-TRADED FDssi strg etf | $0 | – | -3,949 | -100.0% | -0.06% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -931 | -100.0% | -0.06% | – |
| Exit | DUTCH BROS INCcl a | $0 | – | -3,180 | -100.0% | -0.07% | – | |
| MSTR | Exit | MICROSTRATEGY INCcl a new | $0 | – | -279 | -100.0% | -0.07% | – |
| PTH | Exit | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $0 | – | -1,771 | -100.0% | -0.09% | – |
| PKO | Exit | PIMCO INCOME OPPORTUNITY FD | $0 | – | -12,500 | -100.0% | -0.09% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -1,056 | -100.0% | -0.10% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD | $0 | – | -15,800 | -100.0% | -0.10% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -3,628 | -100.0% | -0.11% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -1,707 | -100.0% | -0.14% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -10,682 | -100.0% | -0.16% | – |
| KEMQ | Exit | KRANESHARES TRemrng mkt cons | $0 | – | -48,483 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
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.