$295 Million is the total value of Insight Advisors, LLC/ PA's 300 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVS | New | NOVARTIS AGsponsored adr | $2,322,000 | – | 27,245 | +100.0% | 0.79% | – |
| LYFT | New | LYFT INC | $1,176,000 | – | 67,600 | +100.0% | 0.40% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $905,000 | – | 47,528 | +100.0% | 0.31% | – | |
| New | COLLABORATIVE INVESTMNT SERtuttle cap short | $809,000 | – | 16,500 | +100.0% | 0.27% | – | |
| KWEB | New | KRANESHARES TRcsi chi internet | $628,000 | – | 21,465 | +100.0% | 0.21% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $509,000 | – | 18,705 | +100.0% | 0.17% | – |
| RH | New | RH | $422,000 | – | 1,488 | +100.0% | 0.14% | – |
| PDD | New | PINDUODUO INCsponsored ads | $382,000 | – | 7,450 | +100.0% | 0.13% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $353,000 | – | 12,518 | +100.0% | 0.12% | – |
| New | SIMPLIFY EXCHANGE TRADED FUNhealth care etf | $341,000 | – | 13,258 | +100.0% | 0.12% | – | |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $268,000 | – | 3,596 | +100.0% | 0.09% | – |
| COG | New | COTERRA ENERGY INC | $260,000 | – | 9,487 | +100.0% | 0.09% | – |
| TSN | New | TYSON FOODS INCcl a | $254,000 | – | 2,945 | +100.0% | 0.09% | – |
| PRU | New | PRUDENTIAL FINL INC | $228,000 | – | 2,372 | +100.0% | 0.08% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $226,000 | – | 3,017 | +100.0% | 0.08% | – |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $222,000 | – | 9,330 | +100.0% | 0.08% | – |
| PXD | New | PIONEER NAT RES CO | $210,000 | – | 986 | +100.0% | 0.07% | – |
| New | DRAFTKINGS INC NEW | $209,000 | – | 12,931 | +100.0% | 0.07% | – | |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $116,000 | – | 13,476 | +100.0% | 0.04% | – |
| PPSI | New | PIONEER PWR SOLUTIONS INC | $108,000 | – | 33,240 | +100.0% | 0.04% | – |
| TCS | New | CONTAINER STORE GROUP INC | $72,000 | – | 10,000 | +100.0% | 0.02% | – |
| DAO | New | YOUDAO INCsponsored ads | $47,000 | – | 10,700 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.