$255 Million is the total value of Insight Advisors, LLC/ PA's 284 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | INVESTMENT MANAGERS SER TR Iaxs short innov | $1,171,000 | – | 18,924 | +100.0% | 0.46% | – | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $987,000 | – | 7,751 | +100.0% | 0.39% | – |
| OXY | New | OCCIDENTAL PETE CORP | $547,000 | – | 9,306 | +100.0% | 0.22% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $336,000 | – | 3,565 | +100.0% | 0.13% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $230,000 | – | 924 | +100.0% | 0.09% | – |
| LEMB | New | ISHARES INCjp morgan em etf | $219,000 | – | 6,769 | +100.0% | 0.09% | – |
| New | CONSTELLATION ENERGY CORP | $217,000 | – | 2,610 | +100.0% | 0.08% | – | |
| CI | New | CIGNA CORP NEW | $202,000 | – | 727 | +100.0% | 0.08% | – |
| New | ALLBIRDS INC | $70,000 | – | 23,000 | +100.0% | 0.03% | – | |
| GSAT | New | GLOBALSTAR INC | $24,000 | – | 14,960 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INCput | $2,000 | – | 500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-12-12
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.