$426 Million is the total value of Insight Advisors, LLC/ PA's 301 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | EA SERIES TRUSTalpha architect | $129,448,293 | – | 1,672,893 | +100.0% | 30.40% | – | |
Buy | EA SERIES TRUSTalpha arch 1-3 | $29,735,298 | +65.3% | 293,769 | +63.5% | 6.98% | +10.9% | |
AAPL | Sell | APPLE INC | $17,843,718 | +24.8% | 108,209 | -5.3% | 4.19% | -16.3% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $5,144,703 | +23.3% | 86,451 | +23.2% | 1.21% | -17.2% |
MSFT | Sell | MICROSOFT CORP | $5,001,464 | +5.0% | 17,348 | -12.7% | 1.18% | -29.5% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,871,495 | +1.6% | 31,631 | +0.1% | 1.14% | -31.8% |
NVDA | Sell | NVIDIA CORPORATION | $4,681,466 | +71.9% | 16,854 | -11.4% | 1.10% | +15.3% |
AMZN | Sell | AMAZON COM INC | $4,667,572 | -0.4% | 45,189 | -17.3% | 1.10% | -33.2% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $4,117,605 | +4.6% | 102,530 | +4.2% | 0.97% | -29.8% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,955,618 | +17.5% | 15,858 | -0.3% | 0.93% | -21.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $3,865,839 | +2.5% | 42,370 | +1.2% | 0.91% | -31.2% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $3,671,005 | +2.4% | 51,887 | +3.7% | 0.86% | -31.3% |
SDY | Buy | SPDR SER TRs&p divid etf | $3,552,333 | +63.9% | 28,715 | +66.2% | 0.83% | +10.0% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $3,479,133 | +0.3% | 55,809 | -3.1% | 0.82% | -32.7% |
IGLD | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $3,406,755 | +17.2% | 172,363 | +14.5% | 0.80% | -21.3% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $3,320,027 | +5.3% | 54,391 | +6.2% | 0.78% | -29.3% |
SIGI | SELECTIVE INS GROUP INC | $3,140,647 | +6.3% | 32,945 | 0.0% | 0.74% | -28.6% | |
EPS | Buy | WISDOMTREE TRus largecap fund | $3,031,895 | +15.3% | 69,348 | +9.3% | 0.71% | -22.6% |
DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $3,027,965 | -4.9% | 95,852 | -0.9% | 0.71% | -36.2% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,017,697 | +20.9% | 46,305 | +2.1% | 0.71% | -18.8% |
TSLA | Sell | TESLA INC | $3,015,016 | +86.6% | 14,533 | -2.8% | 0.71% | +25.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,993,337 | -4.6% | 28,857 | -18.1% | 0.70% | -35.9% |
SPIP | Buy | SPDR SER TRportfli tips etf | $2,922,819 | +7.7% | 109,592 | +4.3% | 0.69% | -27.8% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $2,838,704 | +7.0% | 55,869 | +1.8% | 0.67% | -28.1% |
New | FIRST TR EXCHANGE-TRADED FDlimited duration | $2,743,547 | – | 145,701 | +100.0% | 0.64% | – | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,674,272 | -1.8% | 19,363 | -0.4% | 0.63% | -34.1% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,568,633 | +7.4% | 6,248 | -0.1% | 0.60% | -28.0% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,453,459 | +3.5% | 76,384 | -3.9% | 0.58% | -30.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,286,082 | +1.3% | 5,584 | -5.8% | 0.54% | -32.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,198,393 | +16.2% | 6,850 | -4.3% | 0.52% | -22.1% |
CWH | Buy | CAMPING WORLD HLDGS INCcl a | $2,180,446 | +8.6% | 104,478 | +15.1% | 0.51% | -27.1% |
MRK | Sell | MERCK & CO INC | $2,142,245 | -4.4% | 20,136 | -0.1% | 0.50% | -35.8% |
C | Sell | CITIGROUP INC | $2,136,777 | -12.7% | 45,570 | -14.8% | 0.50% | -41.4% |
USMF | Buy | WISDOMTREE TRus multifactor | $1,980,537 | +11.2% | 52,744 | +10.9% | 0.46% | -25.4% |
JNJ | Sell | JOHNSON & JOHNSON | $1,844,263 | -15.0% | 11,898 | -2.3% | 0.43% | -43.0% |
INTC | Sell | INTEL CORP | $1,749,609 | -0.1% | 53,554 | -18.2% | 0.41% | -32.8% |
DLS | Buy | WISDOMTREE TRintl smcap div | $1,699,251 | +22.6% | 27,884 | +17.3% | 0.40% | -17.7% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $1,701,161 | +27.8% | 17,357 | -16.5% | 0.40% | -14.4% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,677,633 | +3.2% | 8,608 | -5.6% | 0.39% | -30.8% |
PFE | Buy | PFIZER INC | $1,618,969 | +163.9% | 39,681 | +231.5% | 0.38% | +76.7% |
PG | Sell | PROCTER AND GAMBLE CO | $1,616,180 | -17.7% | 10,869 | -16.1% | 0.38% | -44.7% |
BX | Buy | BLACKSTONE INC | $1,499,527 | +19.1% | 17,071 | +3.2% | 0.35% | -20.2% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $1,475,026 | +8.9% | 6,816 | 0.0% | 0.35% | -27.0% | |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,470,703 | -2.4% | 29,227 | -2.8% | 0.34% | -34.5% |
HD | Sell | HOME DEPOT INC | $1,469,001 | -25.0% | 4,978 | -19.7% | 0.34% | -49.7% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,462,622 | +24.0% | 3,794 | +1.8% | 0.34% | -16.9% |
PEP | Sell | PEPSICO INC | $1,454,946 | -20.0% | 7,981 | -21.2% | 0.34% | -46.2% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,447,523 | +0.4% | 12,672 | +2.4% | 0.34% | -32.5% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,444,144 | +19.9% | 51,873 | +16.1% | 0.34% | -19.5% |
PYPL | Sell | PAYPAL HLDGS INC | $1,416,130 | -42.3% | 18,648 | -43.5% | 0.33% | -61.2% |
COST | Sell | COSTCO WHSL CORP NEW | $1,409,542 | -5.0% | 2,837 | -13.3% | 0.33% | -36.2% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,375,381 | -1.0% | 10,259 | -0.3% | 0.32% | -33.5% |
DON | Buy | WISDOMTREE TRus midcap divid | $1,341,152 | +10.2% | 32,727 | +9.9% | 0.32% | -26.1% |
ADP | AUTOMATIC DATA PROCESSING IN | $1,307,079 | -6.3% | 5,871 | 0.0% | 0.31% | -37.1% | |
AAPL | Buy | APPLE INCput | $1,302,710 | +5157.1% | 7,900 | +33.9% | 0.31% | +3300.0% |
FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,272,247 | +12.7% | 28,222 | +12.4% | 0.30% | -24.3% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $1,201,968 | +5.2% | 36,995 | +3.3% | 0.28% | -29.5% |
MCD | Sell | MCDONALDS CORP | $1,183,082 | -21.3% | 4,231 | -25.7% | 0.28% | -47.1% |
AXP | Sell | AMERICAN EXPRESS CO | $1,169,218 | +9.4% | 7,088 | -2.4% | 0.28% | -26.5% |
VOO | Buy | VANGUARD INDEX FDS | $1,160,928 | +11.3% | 3,087 | +3.6% | 0.27% | -25.2% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,129,233 | +1.8% | 4,899 | -8.0% | 0.26% | -31.7% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,128,920 | +20.6% | 18,077 | +19.8% | 0.26% | -19.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,087,797 | -13.6% | 3,523 | -13.3% | 0.26% | -42.0% |
BUG | Buy | GLOBAL X FDScybrscurty etf | $1,075,792 | +33.5% | 45,876 | +17.9% | 0.25% | -10.3% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,076,981 | +25.9% | 23,520 | +20.9% | 0.25% | -15.4% |
EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $1,071,182 | -23.8% | 46,112 | -24.7% | 0.25% | -48.8% |
EES | Buy | WISDOMTREE TRus smallcap fund | $1,041,573 | +46.0% | 24,099 | +44.0% | 0.24% | -2.0% |
PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,030,873 | +122.0% | 66,680 | +104.7% | 0.24% | +49.4% |
ONEO | Buy | SPDR SER TRrussell momentum | $1,003,754 | +3.3% | 10,650 | +0.1% | 0.24% | -30.6% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $998,666 | +14.2% | 22,858 | +12.1% | 0.24% | -23.2% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $987,343 | +10.7% | 15,454 | +0.1% | 0.23% | -25.6% |
DWMF | Buy | WISDOMTREE TRintk mltifactr | $974,120 | +6.8% | 38,892 | +2.2% | 0.23% | -28.2% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $967,696 | -0.1% | 6,095 | -0.4% | 0.23% | -33.0% |
WMT | Sell | WALMART INC | $960,833 | -30.1% | 6,516 | -32.1% | 0.23% | -53.0% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $957,106 | -1.9% | 25,187 | +2.5% | 0.22% | -34.0% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $944,162 | -23.2% | 24,278 | -20.9% | 0.22% | -48.4% |
AVGO | Buy | BROADCOM INC | $931,981 | +25.3% | 1,453 | +8.2% | 0.22% | -15.8% |
SMLV | Buy | SPDR SER TRssga us smal etf | $915,042 | -1.3% | 8,704 | +1.2% | 0.22% | -33.6% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $911,768 | +13.6% | 18,936 | +5.7% | 0.21% | -23.8% |
WFC | Sell | WELLS FARGO CO NEW | $900,559 | -12.3% | 24,092 | -1.9% | 0.21% | -41.2% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $881,750 | -8.5% | 6,811 | -4.3% | 0.21% | -38.6% |
SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $868,038 | -3.9% | 18,344 | -11.4% | 0.20% | -35.4% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $849,406 | +6.8% | 16,843 | -0.2% | 0.20% | -28.4% |
PCAR | Buy | PACCAR INC | $847,216 | +23.9% | 11,574 | +66.6% | 0.20% | -16.7% |
BA | Buy | BOEING CO | $829,964 | +32.9% | 3,907 | +21.8% | 0.20% | -10.6% |
HSY | Sell | HERSHEY CO | $826,220 | -25.2% | 3,248 | -33.1% | 0.19% | -49.7% |
OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $797,908 | -2.5% | 17,163 | -10.1% | 0.19% | -34.6% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $795,220 | +3.9% | 20,173 | -4.1% | 0.19% | -30.2% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $787,957 | -15.6% | 8,046 | -13.1% | 0.18% | -43.4% |
FB | Buy | META PLATFORMS INCcl a | $784,391 | +116.2% | 3,701 | +26.6% | 0.18% | +44.9% |
AOA | Buy | ISHARES TRaggres alloc etf | $785,209 | +7.8% | 12,348 | +1.5% | 0.18% | -27.8% |
NFLX | Buy | NETFLIX INC | $778,366 | +27.0% | 2,253 | +8.4% | 0.18% | -14.5% |
FALN | Buy | ISHARES TRfaln angls usd | $772,100 | +11.5% | 30,554 | +8.7% | 0.18% | -25.2% |
F | Sell | FORD MTR CO DEL | $770,694 | -19.5% | 61,166 | -25.4% | 0.18% | -46.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $768,248 | -4.0% | 7,387 | -17.2% | 0.18% | -35.7% |
HERO | Sell | GLOBAL X FDSvdeo gam esprt | $760,187 | -8.8% | 37,374 | -15.0% | 0.18% | -38.5% |
SPLB | Buy | SPDR SER TRportfolio ln cor | $740,794 | +9.4% | 31,363 | +5.2% | 0.17% | -26.6% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $741,681 | +5.9% | 13,871 | +0.0% | 0.17% | -29.0% |
SPTI | Buy | SPDR SER TRportfli intrmdit | $743,063 | +6.8% | 25,676 | +4.6% | 0.17% | -28.4% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $737,170 | -16.9% | 23,614 | -20.9% | 0.17% | -44.4% | |
DE | Sell | DEERE & CO | $734,514 | -30.3% | 1,779 | -28.2% | 0.17% | -53.4% |
ISCF | Sell | ISHARES TRinternational sl | $726,955 | -20.2% | 23,388 | -23.1% | 0.17% | -46.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $712,532 | -10.7% | 1,508 | -2.0% | 0.17% | -40.1% |
SITE | SITEONE LANDSCAPE SUPPLY INC | $698,858 | +16.2% | 5,106 | 0.0% | 0.16% | -21.9% | |
XOM | Sell | EXXON MOBIL CORP | $679,509 | -0.5% | 6,197 | -3.3% | 0.16% | -33.1% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $677,503 | +18.3% | 3,313 | -1.1% | 0.16% | -20.5% |
AMGN | Buy | AMGEN INC | $665,047 | -5.4% | 2,751 | +2.4% | 0.16% | -36.6% |
Buy | ENOVIX CORPORATION | $665,389 | +95.1% | 44,627 | +58.6% | 0.16% | +31.1% | |
Buy | INVESTMENT MANAGERS SER TR Iaxs tsla bear dl | $661,697 | +76.5% | 15,555 | +269.9% | 0.16% | +18.3% | |
CLX | Sell | CLOROX CO DEL | $658,993 | -5.7% | 4,165 | -15.2% | 0.16% | -36.5% |
NKE | Sell | NIKE INCcl b | $638,154 | +1.4% | 5,203 | -1.8% | 0.15% | -31.8% |
IJR | Sell | ISHARES TRcore s&p scp etf | $634,010 | -0.7% | 6,556 | -3.0% | 0.15% | -33.2% |
PLAT | Sell | WISDOMTREE TRgrowth leaders | $613,608 | -14.7% | 20,985 | -27.3% | 0.14% | -42.9% |
FINX | Buy | GLOBAL X FDSfintech etf | $604,738 | +80.6% | 29,046 | +67.1% | 0.14% | +21.4% |
MP | Buy | MP MATERIALS CORP | $595,175 | +34.6% | 21,113 | +15.3% | 0.14% | -9.7% |
IWF | ISHARES TRrus 1000 grw etf | $597,631 | +14.9% | 2,446 | 0.0% | 0.14% | -23.1% | |
NYCB | NEW YORK CMNTY BANCORP INC | $593,655 | +4.6% | 65,670 | 0.0% | 0.14% | -30.2% | |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $583,210 | -19.3% | 1,012 | -22.6% | 0.14% | -45.8% |
PPLT | Buy | ABRDN PLATINUM ETF TRUST | $583,359 | +93.4% | 6,345 | +111.5% | 0.14% | +29.2% |
CWEN | Sell | CLEARWAY ENERGY INCcl c | $580,896 | -10.2% | 18,541 | -8.2% | 0.14% | -39.8% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $578,684 | -12.1% | 6,986 | -10.4% | 0.14% | -40.9% |
JPM | Sell | JPMORGAN CHASE & CO | $575,215 | -14.9% | 4,414 | -11.8% | 0.14% | -42.8% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $556,830 | -8.8% | 19,641 | -14.7% | 0.13% | -38.8% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $559,077 | +1.5% | 7,309 | +0.0% | 0.13% | -32.1% |
DES | Buy | WISDOMTREE TRus smallcap divd | $547,781 | +2.7% | 19,180 | +2.5% | 0.13% | -31.0% |
SLV | Buy | ISHARES SILVER TRishares | $550,257 | +3.7% | 24,876 | +3.3% | 0.13% | -30.6% |
V | Sell | VISA INC | $544,393 | -36.2% | 2,415 | -41.3% | 0.13% | -57.2% |
WCLD | Sell | WISDOMTREE TR | $546,213 | -15.3% | 18,391 | -29.0% | 0.13% | -43.4% |
MLCO | New | MELCO RESORTS AND ENTMNT LTDadr | $544,208 | – | 42,750 | +100.0% | 0.13% | – |
USRT | Buy | ISHARES TRcre u s reit etf | $531,720 | +8.6% | 10,550 | +6.3% | 0.12% | -26.9% |
SHAG | Buy | WISDOMTREE TRyield enhanced | $528,068 | +1.2% | 11,195 | +0.2% | 0.12% | -32.2% |
IVE | ISHARES TRs&p 500 val etf | $524,887 | +4.1% | 3,459 | 0.0% | 0.12% | -30.1% | |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $519,181 | -30.6% | 8,320 | -28.9% | 0.12% | -53.4% |
AMP | AMERIPRISE FINL INC | $521,050 | -1.3% | 1,700 | 0.0% | 0.12% | -34.1% | |
IJH | Sell | ISHARES TRcore s&p mcp etf | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $515,815 | -11.8% | 3,935 | -4.8% | 0.12% | -41.0% |
Sell | WISDOMTREE TRfloatng rat trea | $507,928 | -0.6% | 10,104 | -0.6% | 0.12% | -33.5% | |
LGLV | Buy | SPDR SER TRssga us lrg etf | $504,929 | +3.0% | 3,691 | +2.2% | 0.12% | -30.8% |
DGRO | Buy | ISHARES TRcore div grwth | $502,786 | +0.7% | 10,058 | +0.4% | 0.12% | -32.6% |
SBUX | Buy | STARBUCKS CORP | $503,703 | +32.4% | 4,837 | +28.2% | 0.12% | -11.3% |
CL | Sell | COLGATE PALMOLIVE CO | $499,148 | -44.2% | 6,642 | -41.3% | 0.12% | -62.6% |
BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $495,243 | -11.3% | 5,343 | +0.1% | 0.12% | -40.5% |
GLD | Buy | SPDR GOLD TR | $493,228 | +19.5% | 2,692 | +11.5% | 0.12% | -19.4% |
KWEB | Buy | KRANESHARES TRcsi chi internet | $493,488 | +22.0% | 15,822 | +24.3% | 0.12% | -18.3% |
ACWF | Buy | ISHARES TRglobal equity | $493,033 | +6.3% | 14,660 | +0.2% | 0.12% | -28.4% |
ONEY | Buy | SPDR SER TRrussell yield | $491,049 | +1.5% | 5,207 | +0.7% | 0.12% | -32.0% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $490,351 | -24.5% | 16,307 | -30.7% | 0.12% | -49.3% |
PTLC | Sell | PACER FDS TRtrendp us lar cp | $489,040 | -12.2% | 12,846 | -13.5% | 0.12% | -41.0% |
EZM | Sell | WISDOMTREE TRus midcap fund | $483,597 | -19.8% | 9,722 | -21.9% | 0.11% | -46.0% |
LMT | Buy | LOCKHEED MARTIN CORP | $486,091 | +113.0% | 1,028 | +115.1% | 0.11% | +42.5% |
ESPO | Sell | VANECK ETF TRUSTvideo gmng esprt | $485,280 | +8.3% | 9,177 | -11.1% | 0.11% | -27.4% |
New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $484,769 | – | 16,388 | +100.0% | 0.11% | – | |
IWM | ISHARES TRrussell 2000 etf | $480,669 | +2.9% | 2,694 | 0.0% | 0.11% | -30.7% | |
QCOM | Sell | QUALCOMM INC | $481,995 | +18.6% | 3,778 | -0.4% | 0.11% | -20.4% |
ARKF | Sell | ARK ETF TRfintech innova | $481,574 | +0.3% | 25,602 | -24.5% | 0.11% | -32.7% |
BAC | Sell | BANK AMERICA CORP | $482,396 | -57.2% | 16,867 | -50.1% | 0.11% | -71.4% |
JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $483,114 | -13.6% | 9,512 | -14.1% | 0.11% | -42.3% |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $474,909 | +3.9% | 23,557 | 0.0% | 0.11% | -30.0% | |
CRM | Sell | SALESFORCE INC | $472,479 | -10.5% | 2,365 | -39.8% | 0.11% | -40.0% |
IBND | Buy | SPDR SER TRbloomberg intl | $474,677 | +12.6% | 16,632 | +8.2% | 0.11% | -24.5% |
FTHY | Buy | FIRST TR HIGH YIELD OPPRT 20 | $471,692 | +120.1% | 33,789 | +113.5% | 0.11% | +48.0% |
PANW | Sell | PALO ALTO NETWORKS INC | $467,591 | -5.2% | 2,341 | -34.3% | 0.11% | -36.4% |
PRU | Buy | PRUDENTIAL FINL INC | $467,481 | +100.0% | 5,650 | +140.4% | 0.11% | +34.1% |
OXY | Sell | OCCIDENTAL PETE CORP | $465,029 | -8.7% | 7,449 | -10.7% | 0.11% | -38.8% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $462,707 | +12.6% | 3,094 | -3.3% | 0.11% | -24.3% |
IDLV | Sell | INVESCO EXCH TRADED FD TR IIs&p intl low | $460,606 | -22.1% | 16,835 | -23.7% | 0.11% | -47.8% |
NUGT | Buy | DIREXION SHS ETF TRdly gold indx 2x | $445,342 | +20.2% | 10,621 | +5.3% | 0.10% | -19.2% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $442,486 | -3.9% | 4,115 | -3.3% | 0.10% | -35.4% |
Buy | SIMPLIFY EXCHANGE TRADED FUNhealth care etf | $442,282 | -4.6% | 17,616 | +0.3% | 0.10% | -35.8% | |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $437,116 | -31.7% | 22,994 | -33.8% | 0.10% | -54.0% | |
CAT | Sell | CATERPILLAR INC | $434,339 | -45.4% | 1,898 | -43.0% | 0.10% | -63.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $434,532 | -7.0% | 6,269 | -3.0% | 0.10% | -37.4% |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $429,097 | +0.1% | 7,869 | +2.6% | 0.10% | -32.7% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $429,274 | +2.8% | 5,635 | +0.2% | 0.10% | -30.8% |
TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $425,357 | -4.9% | 17,738 | -18.8% | 0.10% | -36.3% |
ED | CONSOLIDATED EDISON INC | $420,948 | -0.1% | 4,400 | 0.0% | 0.10% | -32.7% | |
IWD | Sell | ISHARES TRrus 1000 val etf | $423,435 | -3.1% | 2,781 | -3.5% | 0.10% | -35.3% |
PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $415,452 | +11.0% | 29,216 | +12.5% | 0.10% | -25.2% |
TSCO | Sell | TRACTOR SUPPLY CO | $413,527 | -53.4% | 1,759 | -55.6% | 0.10% | -68.8% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $413,560 | -15.9% | 3,920 | -13.9% | 0.10% | -43.6% |
New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $408,822 | – | 19,042 | +100.0% | 0.10% | – | |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $410,282 | +7.6% | 15,841 | +0.6% | 0.10% | -27.8% |
HON | HONEYWELL INTL INC | $397,198 | -10.8% | 2,078 | 0.0% | 0.09% | -40.4% | |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $390,324 | – | 5,335 | +100.0% | 0.09% | – |
DPZ | Sell | DOMINOS PIZZA INC | $390,270 | -34.1% | 1,183 | -32.2% | 0.09% | -55.6% |
ARKK | Sell | ARK ETF TRinnovation etf | $389,293 | +19.4% | 9,650 | -9.8% | 0.09% | -20.2% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $384,787 | +2.6% | 4,460 | +1.0% | 0.09% | -31.3% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $379,899 | +3.0% | 7,956 | +2.4% | 0.09% | -31.0% |
PFIG | Buy | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $378,580 | +9.0% | 16,146 | +7.2% | 0.09% | -27.0% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $379,658 | +0.4% | 5,675 | -13.6% | 0.09% | -32.6% |
UVSP | UNIVEST FINANCIAL CORPORATIO | $379,840 | -8.8% | 16,000 | 0.0% | 0.09% | -39.0% | |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $375,783 | -19.2% | 5,255 | -23.5% | 0.09% | -46.0% |
ACN | Sell | ACCENTURE PLC IRELAND | $376,278 | -12.5% | 1,317 | -17.4% | 0.09% | -41.3% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $376,670 | +3.9% | 1,987 | +0.1% | 0.09% | -30.7% |
FSK | Buy | FS KKR CAP CORP | $374,801 | +5.3% | 20,260 | +0.4% | 0.09% | -29.6% |
DRIV | New | GLOBAL X FDSautonmous ev etf | $369,878 | – | 15,515 | +100.0% | 0.09% | – |
CLOU | New | GLOBAL X FDS | $365,771 | – | 19,933 | +100.0% | 0.09% | – |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $368,198 | +0.7% | 5,572 | -1.5% | 0.09% | -32.8% |
PSCH | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $363,049 | -27.4% | 2,772 | -27.1% | 0.08% | -51.4% |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $360,218 | -85.5% | 7,962 | -85.7% | 0.08% | -90.2% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $353,961 | -39.3% | 974 | -42.0% | 0.08% | -59.3% |
GD | Buy | GENERAL DYNAMICS CORP | $354,410 | -5.3% | 1,553 | +3.1% | 0.08% | -36.6% |
DIS | Sell | DISNEY WALT CO | $347,151 | +9.5% | 3,467 | -2.8% | 0.08% | -26.1% |
KMB | Sell | KIMBERLY-CLARK CORP | $349,130 | -22.0% | 2,601 | -20.4% | 0.08% | -47.8% |
DVN | Sell | DEVON ENERGY CORP NEW | $336,303 | -14.5% | 6,645 | -1.7% | 0.08% | -42.8% |
PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $333,023 | -22.2% | 9,099 | -22.4% | 0.08% | -48.0% |
ABBV | Sell | ABBVIE INC | $333,862 | -27.7% | 2,095 | -26.4% | 0.08% | -51.9% |
EXC | EXELON CORP | $328,166 | -2.9% | 7,834 | 0.0% | 0.08% | -34.7% | |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $327,784 | +7.0% | 7,257 | 0.0% | 0.08% | -28.0% | |
EDOC | New | GLOBAL X FDStelmdc&dig etf | $324,527 | – | 27,690 | +100.0% | 0.08% | – |
Buy | INVESTMENT MANAGERS SER TR Iaxs short innov | $324,408 | +48.8% | 8,094 | +107.4% | 0.08% | 0.0% | |
PDD | New | PDD HOLDINGS INCsponsored ads | $324,093 | – | 4,270 | +100.0% | 0.08% | – |
GPN | Sell | GLOBAL PMTS INC | $317,299 | +4.8% | 3,015 | -0.2% | 0.08% | -29.2% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $319,993 | -14.1% | 4,334 | -15.9% | 0.08% | -42.3% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $317,731 | +7.3% | 9,309 | +4.7% | 0.08% | -27.9% |
MUB | ISHARES TRnational mun etf | $314,385 | +1.7% | 2,918 | 0.0% | 0.07% | -31.5% | |
SPAB | Buy | SPDR SER TRportfolio agrgte | $316,031 | +7.7% | 12,254 | +5.5% | 0.07% | -28.2% |
DLN | Sell | WISDOMTREE TRus largecap divd | $315,177 | -28.0% | 5,095 | -28.2% | 0.07% | -51.6% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $313,033 | -1.7% | 3,770 | -2.2% | 0.07% | -33.3% |
DBC | INVESCO DB COMMDY INDX TRCKunit | $309,617 | -1.3% | 13,042 | 0.0% | 0.07% | -33.6% | |
DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $311,494 | -1.3% | 8,782 | -0.7% | 0.07% | -33.6% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $305,598 | +7.0% | 793 | -6.5% | 0.07% | -28.0% |
NEE | Sell | NEXTERA ENERGY INC | $304,817 | -9.3% | 3,955 | -1.3% | 0.07% | -39.0% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $293,859 | +2.5% | 7,274 | 0.0% | 0.07% | -31.0% | |
PTNQ | Sell | PACER FDS TRtrendpilot 100 | $295,857 | +4.4% | 5,390 | -6.9% | 0.07% | -30.3% |
GOAT | Sell | VANECK ETF TRUSTmrngstr gbl wide | $295,071 | -23.5% | 8,729 | -26.9% | 0.07% | -48.9% |
TIP | Sell | ISHARES TRtips bd etf | $290,729 | -34.5% | 2,637 | -36.5% | 0.07% | -56.1% |
PAYX | Sell | PAYCHEX INC | $288,749 | -36.8% | 2,520 | -36.1% | 0.07% | -57.5% |
BBIN | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $288,366 | +6.0% | 5,354 | -1.4% | 0.07% | -28.4% |
MMIT | INDEXIQ ACTIVE ETF TRiq mackay intrme | $289,547 | +1.7% | 11,775 | 0.0% | 0.07% | -32.0% | |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $290,210 | +0.3% | 5,851 | 0.0% | 0.07% | -32.7% | |
TJX | TJX COS INC NEW | $285,622 | -0.8% | 3,645 | 0.0% | 0.07% | -33.7% | |
DG | Sell | DOLLAR GEN CORP NEW | $284,542 | -47.0% | 1,352 | -37.9% | 0.07% | -64.4% |
SNSR | New | GLOBAL X FDSinternet of thng | $283,779 | – | 8,527 | +100.0% | 0.07% | – |
DGRS | Sell | WISDOMTREE TRus s cap qty div | $285,087 | -22.1% | 6,858 | -24.3% | 0.07% | -47.7% |
PM | Buy | PHILIP MORRIS INTL INC | $282,998 | -3.6% | 2,910 | +0.4% | 0.07% | -35.9% |
GSP | Sell | BARCLAYS BANK PLCipspgs ttl etn | $275,569 | -34.5% | 13,548 | -32.8% | 0.06% | -55.8% |
ABT | Sell | ABBOTT LABS | $276,700 | -46.8% | 2,733 | -42.4% | 0.06% | -64.3% |
ERTH | Sell | INVESCO EXCHANGE TRADED FD Tinvesco msci | $274,328 | -24.5% | 5,586 | -27.0% | 0.06% | -49.6% |
CVX | Sell | CHEVRON CORP NEW | $273,777 | -44.1% | 1,678 | -39.8% | 0.06% | -62.6% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $268,514 | +8.6% | 4,405 | +0.0% | 0.06% | -26.7% |
KO | Sell | COCA COLA CO | $264,808 | -36.7% | 4,269 | -35.7% | 0.06% | -57.5% |
IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $264,675 | -0.3% | 7,764 | -2.4% | 0.06% | -33.3% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $263,541 | +2.2% | 2,564 | +0.1% | 0.06% | -31.1% |
GNOM | Sell | GLOBAL X FDSgenomic biotech | $263,993 | -17.2% | 21,428 | -15.9% | 0.06% | -44.6% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $260,065 | +7.2% | 1,274 | -0.1% | 0.06% | -28.2% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $258,299 | +11.6% | 5,126 | +11.5% | 0.06% | -24.7% |
AMAT | Sell | APPLIED MATLS INC | $258,436 | -50.5% | 2,104 | -60.9% | 0.06% | -66.7% |
PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $258,830 | -17.2% | 3,407 | -23.2% | 0.06% | -44.0% |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $257,803 | +5.8% | 6,960 | +95.5% | 0.06% | -28.2% |
USMV | Sell | ISHARES TRmsci usa min vol | $256,043 | -2.9% | 3,520 | -3.6% | 0.06% | -34.8% |
LRGF | Sell | ISHARES TRu s equity factr | $252,121 | -7.8% | 6,084 | -13.8% | 0.06% | -38.5% |
LOW | Sell | LOWES COS INC | $246,396 | -58.8% | 1,232 | -59.0% | 0.06% | -72.2% |
Sell | TRUST FOR PROFESSIONAL MANAGconvergence lng | $248,669 | -10.0% | 16,403 | -13.1% | 0.06% | -40.2% | |
DVY | Sell | ISHARES TRselect divid etf | $248,810 | -4.8% | 2,123 | -2.1% | 0.06% | -36.3% |
LEMB | Buy | ISHARES INCjp morgan em etf | $249,033 | +6.2% | 6,908 | +2.1% | 0.06% | -29.3% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $246,391 | -12.8% | 3,378 | -10.6% | 0.06% | -41.4% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $248,140 | -17.0% | 1,785 | -14.3% | 0.06% | -44.8% |
EVX | Sell | VANECK ETF TRUSTenvironmental sr | $243,755 | -7.9% | 1,675 | -14.2% | 0.06% | -38.7% |
LLY | Sell | LILLY ELI & CO | $242,932 | -62.2% | 707 | -59.9% | 0.06% | -74.7% |
LRCX | New | LAM RESEARCH CORP | $242,265 | – | 457 | +100.0% | 0.06% | – |
CP | Sell | CANADIAN PAC RY LTD | $241,669 | -25.4% | 3,141 | -27.4% | 0.06% | -49.6% |
ABC | Buy | AMERISOURCEBERGEN CORP | $244,008 | +1.2% | 1,524 | +3.9% | 0.06% | -32.1% |
VHT | VANGUARD WORLD FDShealth car etf | $238,639 | -3.5% | 1,001 | 0.0% | 0.06% | -34.9% | |
SO | SOUTHERN CO | $237,059 | -3.2% | 3,407 | 0.0% | 0.06% | -34.9% | |
T | Sell | AT&T INC | $238,931 | -20.0% | 12,412 | -22.3% | 0.06% | -46.2% |
ECL | Sell | ECOLAB INC | $235,282 | -7.1% | 1,421 | -17.4% | 0.06% | -38.2% |
IEFA | ISHARES TRcore msci eafe | $234,443 | +7.5% | 3,507 | 0.0% | 0.06% | -27.6% | |
DDIV | Sell | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $232,460 | -28.2% | 8,386 | -27.0% | 0.06% | -51.3% |
CMCSA | Sell | COMCAST CORP NEWcl a | $231,530 | -44.0% | 6,107 | -47.8% | 0.05% | -62.8% |
MO | Sell | ALTRIA GROUP INC | $224,070 | -40.1% | 5,022 | -38.8% | 0.05% | -59.5% |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $227,203 | – | 133 | +100.0% | 0.05% | – |
CSCO | Sell | CISCO SYS INC | $226,412 | -36.0% | 4,331 | -41.4% | 0.05% | -57.3% |
XLK | New | SELECT SECTOR SPDR TRtechnology | $225,806 | – | 1,495 | +100.0% | 0.05% | – |
XOP | SPDR SER TRs&p oilgas exp | $225,452 | -0.5% | 1,767 | 0.0% | 0.05% | -32.9% | |
ETN | Sell | EATON CORP PLC | $223,526 | -16.9% | 1,305 | -23.6% | 0.05% | -44.7% |
GOVT | New | ISHARES TRus treas bd etf | $222,928 | – | 9,535 | +100.0% | 0.05% | – |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $212,771 | -9.3% | 2,848 | -9.8% | 0.05% | -39.0% |
CVS | Sell | CVS HEALTH CORP | $203,083 | -63.9% | 2,733 | -54.8% | 0.05% | -75.6% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $205,364 | -2.4% | 2,257 | +1.8% | 0.05% | -35.1% |
ALB | New | ALBEMARLE CORP | $206,451 | – | 934 | +100.0% | 0.05% | – |
ORCL | Sell | ORACLE CORP | $203,101 | -23.2% | 2,186 | -31.3% | 0.05% | -48.4% |
CONSTELLATION ENERGY CORP | $204,885 | -4.2% | 2,610 | 0.0% | 0.05% | -36.0% | ||
BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $201,884 | – | 7,917 | +100.0% | 0.05% | – |
FSR | Sell | FISKER INC | $189,910 | -17.3% | 30,930 | -7.3% | 0.04% | -43.8% |
PCT | New | PURECYCLE TECHNOLOGIES INC | $149,009 | – | 21,287 | +100.0% | 0.04% | – |
HIPS | GRANITESHARES ETF TRhips us high inc | $117,900 | -2.7% | 10,000 | 0.0% | 0.03% | -33.3% | |
FSD | FIRST TR HIGH INCOME LONG / | $120,310 | +0.3% | 10,600 | 0.0% | 0.03% | -33.3% | |
PPSI | PIONEER PWR SOLUTIONS INC | $117,005 | +31.8% | 33,240 | 0.0% | 0.03% | -12.9% | |
INDI | INDIE SEMICONDUCTOR INC | $112,885 | +82.2% | 10,700 | 0.0% | 0.03% | +22.7% | |
PLBY | Buy | PLBY GROUP INC | $105,857 | -25.2% | 53,463 | +1.3% | 0.02% | -50.0% |
EXG | EATON VANCE TAX-MANAGED GLOB | $89,815 | +3.7% | 11,500 | 0.0% | 0.02% | -30.0% | |
OSMT | Buy | RVL PHARMACEUTICALS PLC | $86,236 | +98.3% | 75,646 | +100.0% | 0.02% | +33.3% |
ETJ | EATON VANCE RISK-MANAGED DIV | $81,003 | +6.3% | 10,189 | 0.0% | 0.02% | -29.6% | |
New | BIGBEAR AI HLDGS INC | $61,000 | – | 25,000 | +100.0% | 0.01% | – | |
BX | BLACKSTONE INCput | $52,704 | +5229.0% | 600 | 0.0% | 0.01% | – | |
TOUR | New | TUNIU CORPsponsored ads | $48,527 | – | 25,950 | +100.0% | 0.01% | – |
LMT | New | LOCKHEED MARTIN CORPput | $47,273 | – | 100 | +100.0% | 0.01% | – |
REAL | New | THE REALREAL INC | $25,200 | – | 20,000 | +100.0% | 0.01% | – |
AGEN | AGENUS INC | $19,806 | -36.7% | 13,030 | 0.0% | 0.01% | -54.5% | |
ALLBIRDS INC | $15,252 | -46.4% | 12,710 | 0.0% | 0.00% | -60.0% | ||
Exit | BRC INC | $0 | – | -11,132 | -100.0% | -0.02% | – | |
UVXY | Exit | PROSHARES TR IIultra vix short | $0 | – | -14,020 | -100.0% | -0.03% | – |
YANG | Exit | DIREXION SHS ETF TRdaily ftse china | $0 | – | -15,370 | -100.0% | -0.06% | – |
WCBR | Exit | WISDOMTREE TRcybersecurity fd | $0 | – | -11,133 | -100.0% | -0.06% | – |
RGR | Exit | STURM RUGER & CO INC | $0 | – | -3,890 | -100.0% | -0.07% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -943 | -100.0% | -0.07% | – |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -595 | -100.0% | -0.07% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -4,776 | -100.0% | -0.07% | – |
IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,038 | -100.0% | -0.08% | – |
PXD | Exit | PIONEER NAT RES CO | $0 | – | -981 | -100.0% | -0.08% | – |
UNP | Exit | UNION PAC CORP | $0 | – | -1,062 | -100.0% | -0.08% | – |
SRVR | Exit | PACER FDS TRdata and infrast | $0 | – | -7,877 | -100.0% | -0.08% | – |
EBAY | Exit | EBAY INC. | $0 | – | -5,422 | -100.0% | -0.08% | – |
CI | Exit | CIGNA CORP NEW | $0 | – | -720 | -100.0% | -0.08% | – |
DEF | Exit | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $0 | – | -3,552 | -100.0% | -0.08% | – |
CMI | Exit | CUMMINS INC | $0 | – | -982 | -100.0% | -0.08% | – |
CHWY | Exit | CHEWY INCcl a | $0 | – | -6,667 | -100.0% | -0.08% | – |
XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -3,347 | -100.0% | -0.09% | – |
CSX | Exit | CSX CORP | $0 | – | -8,372 | -100.0% | -0.09% | – |
ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -1,017 | -100.0% | -0.10% | – |
PRGO | Exit | PERRIGO CO PLC | $0 | – | -8,565 | -100.0% | -0.10% | – |
COP | Exit | CONOCOPHILLIPS | $0 | – | -2,645 | -100.0% | -0.11% | – |
UUP | Exit | INVESCO DB US DLR INDEX TRbullish fd | $0 | – | -11,074 | -100.0% | -0.11% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,804 | -100.0% | -0.11% | – |
COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -7,330 | -100.0% | -0.12% | – |
CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -4,050 | -100.0% | -0.13% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -2,442 | -100.0% | -0.13% | – |
USAI | Exit | PACER FDS TRamercn enrgy ind | $0 | – | -15,354 | -100.0% | -0.14% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -12,678 | -100.0% | -0.15% | – |
HAL | Exit | HALLIBURTON CO | $0 | – | -12,677 | -100.0% | -0.17% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -719 | -100.0% | -0.18% | – |
BDX | Exit | BECTON DICKINSON & CO | $0 | – | -2,386 | -100.0% | -0.21% | – |
FDX | Exit | FEDEX CORP | $0 | – | -3,955 | -100.0% | -0.24% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -4,932 | -100.0% | -0.27% | – |
RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -20,569 | -100.0% | -0.32% | – |
KSCD | Exit | KRANESHARES TRsml cap qty divd | $0 | – | -83,263 | -100.0% | -0.74% | – |
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -25,678 | -100.0% | -0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
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.