$438 Million is the total value of Insight Advisors, LLC/ PA's 276 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | EA SERIES TRUSTalpha architect | $143,565,020 | +0.6% | 1,765,900 | +0.2% | 32.81% | +3.0% | |
| Buy | EA SERIES TRUSTalpha arch 1-3 | $27,111,802 | +10.6% | 261,495 | +9.2% | 6.20% | +13.2% | |
| AAPL | Sell | APPLE INC | $17,857,892 | -12.9% | 104,304 | -1.3% | 4.08% | -10.9% |
| NVDA | Buy | NVIDIA CORPORATION | $8,059,326 | +7.3% | 18,528 | +4.4% | 1.84% | +9.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $5,721,886 | +0.9% | 96,296 | +0.9% | 1.31% | +3.3% |
| AMZN | Sell | AMAZON COM INC | $5,628,365 | -3.7% | 44,276 | -1.3% | 1.29% | -1.5% |
| MSFT | Buy | MICROSOFT CORP | $5,602,236 | -4.9% | 17,743 | +2.6% | 1.28% | -2.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,350,928 | -1.9% | 34,438 | +2.6% | 1.22% | +0.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $4,272,885 | -3.5% | 15,691 | +0.3% | 0.98% | -1.2% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $4,020,081 | -12.8% | 45,399 | -7.1% | 0.92% | -10.7% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $3,837,717 | -0.6% | 60,446 | +4.3% | 0.88% | +1.6% |
| COWZ | New | PACER FDS TRus cash cows 100 | $3,740,961 | – | 75,682 | +100.0% | 0.86% | – |
| EPS | Sell | WISDOMTREE TRus largecap fund | $3,672,993 | -2.2% | 80,284 | -0.1% | 0.84% | 0.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,666,697 | +8.5% | 28,020 | -0.7% | 0.84% | +11.0% |
| TSLA | Buy | TESLA INC | $3,648,711 | -3.9% | 14,582 | +0.5% | 0.83% | -1.7% |
| SIGI | SELECTIVE INS GROUP INC | $3,398,936 | +7.5% | 32,945 | 0.0% | 0.78% | +10.1% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,245,130 | -5.6% | 44,625 | -2.7% | 0.74% | -3.4% |
| CALF | New | PACER FDS TRpacer us small | $3,103,773 | – | 74,431 | +100.0% | 0.71% | – |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $2,989,688 | +3.7% | 56,250 | +3.0% | 0.68% | +6.1% |
| IGLD | Sell | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $2,911,921 | -16.8% | 160,797 | -12.1% | 0.66% | -15.0% |
| USMF | Buy | WISDOMTREE TRus multifactor | $2,797,850 | +0.4% | 72,747 | +1.2% | 0.64% | +2.6% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $2,770,107 | -2.4% | 111,518 | +1.5% | 0.63% | -0.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,681,715 | +6.1% | 6,274 | +10.0% | 0.61% | +8.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,654,567 | -2.6% | 19,246 | +0.3% | 0.61% | -0.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,631,152 | -3.9% | 6,127 | -0.3% | 0.60% | -1.8% |
| Sell | FIRST TR EXCHANGE-TRADED FDlimited duration | $2,403,878 | -11.3% | 130,717 | -10.2% | 0.55% | -9.4% | |
| AVGO | Buy | BROADCOM INC | $2,383,095 | +87.2% | 2,869 | +95.6% | 0.54% | +91.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,380,720 | +4.3% | 6,646 | +7.6% | 0.54% | +6.7% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $2,310,927 | -1.2% | 40,211 | +2.3% | 0.53% | +1.1% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $2,093,117 | -17.2% | 65,125 | -21.3% | 0.48% | -15.4% |
| MRK | Sell | MERCK & CO INC | $2,076,574 | -10.8% | 20,170 | -0.1% | 0.48% | -8.7% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $2,025,043 | -58.8% | 54,160 | -55.8% | 0.46% | -57.8% |
| CWH | Sell | CAMPING WORLD HLDGS INCcl a | $2,017,095 | -37.7% | 98,829 | -8.1% | 0.46% | -36.2% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,965,588 | -8.9% | 63,386 | -4.5% | 0.45% | -6.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,922,266 | +0.7% | 72,076 | +5.6% | 0.44% | +3.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,921,144 | -2.6% | 12,334 | +3.5% | 0.44% | -0.2% |
| INTC | Buy | INTEL CORP | $1,901,925 | +6.3% | 53,500 | +0.0% | 0.44% | +8.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,805,827 | -9.3% | 17,563 | +0.5% | 0.41% | -7.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $1,759,968 | +185.2% | 86,570 | +192.0% | 0.40% | +191.3% | |
| BX | Sell | BLACKSTONE INC | $1,725,854 | +10.7% | 16,108 | -3.9% | 0.39% | +13.2% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,699,824 | +5.3% | 36,745 | +5.9% | 0.39% | +7.5% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,664,976 | -6.0% | 8,549 | -0.7% | 0.38% | -3.8% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $1,651,682 | -62.8% | 24,748 | -60.8% | 0.38% | -62.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,616,405 | -4.2% | 3,896 | +2.1% | 0.37% | -2.1% |
| SMDV | Sell | PROSHARES TRruss 2000 divd | $1,540,051 | -63.2% | 27,219 | -61.5% | 0.35% | -62.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,537,106 | +2.1% | 2,721 | -2.7% | 0.35% | +4.5% |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $1,536,948 | – | 21,547 | +100.0% | 0.35% | – |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $1,484,047 | +5.0% | 61,097 | +4.9% | 0.34% | +7.3% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $1,457,738 | -6.8% | 6,806 | 0.0% | 0.33% | -4.6% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,422,278 | -10.3% | 9,751 | -6.7% | 0.32% | -8.2% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $1,411,602 | -6.0% | 32,623 | -2.6% | 0.32% | -3.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,409,458 | +9.2% | 5,859 | -0.2% | 0.32% | +11.8% |
| HD | Sell | HOME DEPOT INC | $1,405,721 | -5.1% | 4,652 | -2.4% | 0.32% | -3.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,354,408 | -2.5% | 26,991 | -2.5% | 0.31% | 0.0% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $1,338,154 | +0.0% | 56,967 | +10.9% | 0.31% | +2.3% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,333,333 | -6.1% | 10,181 | -0.8% | 0.30% | -3.8% |
| VOO | Buy | VANGUARD INDEX FDS | $1,299,051 | +0.8% | 3,308 | +4.5% | 0.30% | +3.1% |
| PFE | Sell | PFIZER INC | $1,295,491 | -10.8% | 39,056 | -1.4% | 0.30% | -8.9% |
| FINX | Buy | GLOBAL X FDSfintech etf | $1,245,135 | -1.5% | 61,824 | +7.9% | 0.28% | +1.1% |
| PEP | Sell | PEPSICO INC | $1,242,919 | -16.0% | 7,335 | -8.2% | 0.28% | -14.2% |
| DWMF | Buy | WISDOMTREE TRintk mltifactr | $1,178,210 | +6.2% | 47,961 | +8.6% | 0.27% | +8.5% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,172,864 | -1.5% | 37,293 | +0.6% | 0.27% | +0.8% |
| DON | Sell | WISDOMTREE TRus midcap divid | $1,164,698 | -11.4% | 28,435 | -9.1% | 0.27% | -9.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,138,556 | -2.2% | 16,640 | +0.8% | 0.26% | 0.0% |
| CLOU | Buy | GLOBAL X FDS | $1,119,199 | -3.1% | 59,437 | +2.1% | 0.26% | -0.8% |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $1,109,678 | -6.4% | 120,880 | +18.6% | 0.25% | -4.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,102,396 | -4.0% | 3,147 | -6.6% | 0.25% | -1.9% |
| WMT | Buy | WALMART INC | $1,089,320 | +15.5% | 6,811 | +13.5% | 0.25% | +18.0% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $1,070,684 | – | 35,761 | +100.0% | 0.24% | – | |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $1,058,026 | -17.3% | 8,348 | -26.3% | 0.24% | -15.4% |
| NFLX | Buy | NETFLIX INC | $1,058,413 | -3.9% | 2,803 | +12.1% | 0.24% | -1.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,049,208 | -14.9% | 7,033 | -0.6% | 0.24% | -12.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,032,122 | +2.0% | 3,438 | -2.5% | 0.24% | +4.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,029,527 | -9.0% | 18,090 | +0.1% | 0.24% | -7.1% |
| MCD | Sell | MCDONALDS CORP | $1,008,925 | -13.7% | 3,829 | -2.2% | 0.23% | -11.5% |
| ONEO | Buy | SPDR SER TRrussell momentum | $1,001,512 | -3.7% | 10,645 | +0.4% | 0.23% | -1.3% |
| AVGO | New | BROADCOM INCput | $996,696 | – | 1,200 | +100.0% | 0.23% | – |
| WFC | Sell | WELLS FARGO CO NEW | $972,550 | -4.8% | 23,802 | -0.5% | 0.22% | -2.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $966,330 | +9.3% | 7,329 | +0.3% | 0.22% | +12.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $965,701 | -20.1% | 16,519 | -8.8% | 0.22% | -18.1% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $953,438 | -3.6% | 5,978 | 0.0% | 0.22% | -1.4% | |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $946,428 | -3.5% | 22,800 | +0.2% | 0.22% | -1.4% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $940,114 | -3.6% | 18,705 | -0.0% | 0.22% | -1.4% |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $937,051 | – | 31,470 | +100.0% | 0.21% | – |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $910,722 | -1.7% | 29,733 | +11.0% | 0.21% | +0.5% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $895,652 | -4.7% | 25,539 | +0.7% | 0.20% | -2.4% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $893,653 | +12.8% | 36,151 | +31.1% | 0.20% | +15.3% |
| PCAR | Buy | PACCAR INC | $883,273 | +4.9% | 10,389 | +3.2% | 0.20% | +7.4% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $871,859 | -11.8% | 19,681 | -6.6% | 0.20% | -10.0% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $870,123 | -3.6% | 8,798 | +0.7% | 0.20% | -1.5% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $867,402 | -3.9% | 16,525 | -0.4% | 0.20% | -2.0% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $849,606 | -15.2% | 59,330 | -11.6% | 0.19% | -13.4% |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $834,575 | -2.3% | 5,106 | 0.0% | 0.19% | 0.0% | |
| BA | Buy | BOEING CO | $824,031 | +0.2% | 4,299 | +10.4% | 0.19% | +2.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $823,428 | -5.9% | 6,396 | -3.0% | 0.19% | -3.6% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $814,472 | -17.1% | 3,300 | -14.6% | 0.19% | -15.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $803,045 | +86.9% | 5,668 | +97.4% | 0.18% | +91.7% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $800,272 | +8.4% | 70,571 | +7.5% | 0.18% | +10.9% |
| FALN | Buy | ISHARES TRfaln angls usd | $769,347 | -1.4% | 31,022 | +0.9% | 0.18% | +1.1% |
| AOA | Sell | ISHARES TRaggres alloc etf | $770,769 | -6.7% | 12,140 | -2.5% | 0.18% | -4.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $764,547 | +1.0% | 5,449 | -3.7% | 0.18% | +3.6% |
| F | Sell | FORD MTR CO DEL | $759,977 | -18.1% | 61,190 | -0.3% | 0.17% | -15.9% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $747,651 | -4.1% | 3,295 | -0.5% | 0.17% | -1.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $723,788 | -4.1% | 13,954 | +0.6% | 0.16% | -2.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $721,606 | -0.3% | 1,431 | -5.0% | 0.16% | +1.9% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $715,876 | -5.7% | 18,479 | -2.2% | 0.16% | -3.5% |
| XOM | Buy | EXXON MOBIL CORP | $715,416 | +13.9% | 6,085 | +3.9% | 0.16% | +17.1% |
| TPR | New | TAPESTRY INC | $713,000 | – | 24,800 | +100.0% | 0.16% | – |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $710,384 | -2.2% | 25,804 | +0.5% | 0.16% | 0.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $701,769 | -0.3% | 4,839 | -0.0% | 0.16% | +1.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $686,380 | +37.7% | 7,593 | +23.6% | 0.16% | +41.4% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $675,890 | +2.0% | 22,811 | +3.7% | 0.15% | +4.1% | |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $665,492 | -8.8% | 31,332 | -0.2% | 0.15% | -6.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $664,683 | -19.5% | 20,509 | -7.6% | 0.15% | -17.4% |
| IWF | ISHARES TRrus 1000 grw etf | $642,632 | -3.3% | 2,416 | 0.0% | 0.15% | -0.7% | |
| DGRO | Buy | ISHARES TRcore div grwth | $629,963 | -1.6% | 12,719 | +2.4% | 0.14% | +0.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $622,932 | -2.4% | 6,604 | +3.1% | 0.14% | -0.7% |
| EBIZ | Buy | GLOBAL X FDS | $622,658 | +8.7% | 34,420 | +11.1% | 0.14% | +10.9% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $617,609 | +1.9% | 20,329 | +5.4% | 0.14% | +4.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $615,994 | -54.0% | 5,356 | -51.0% | 0.14% | -52.8% |
| HSY | Sell | HERSHEY CO | $584,495 | -24.0% | 2,922 | -5.1% | 0.13% | -22.1% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $583,283 | -2.1% | 5,338 | 0.0% | 0.13% | 0.0% | |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $571,258 | +43.2% | 5,825 | +1.0% | 0.13% | +47.2% |
| PANW | Sell | PALO ALTO NETWORKS INC | $555,153 | -8.7% | 2,368 | -0.5% | 0.13% | -6.6% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $543,188 | -2.3% | 19,262 | -0.2% | 0.12% | 0.0% |
| Sell | ENOVIX CORPORATION | $539,449 | -36.5% | 42,984 | -8.8% | 0.12% | -35.3% | |
| PRU | Buy | PRUDENTIAL FINL INC | $537,742 | +7.6% | 5,667 | +0.1% | 0.12% | +9.8% |
| DE | Sell | DEERE & CO | $533,993 | -7.1% | 1,415 | -0.3% | 0.12% | -4.7% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $532,525 | +7.8% | 25,274 | +12.5% | 0.12% | +10.9% | |
| AMGN | Sell | AMGEN INC | $525,253 | -13.2% | 1,954 | -28.3% | 0.12% | -11.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $518,592 | -1.6% | 3,221 | +3.8% | 0.12% | +0.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $520,530 | +15.7% | 7,356 | +18.7% | 0.12% | +17.8% |
| SHAG | Buy | WISDOMTREE TRyield enhanced | $516,162 | -0.5% | 11,152 | +0.2% | 0.12% | +1.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
| USRT | Buy | ISHARES TRcre u s reit etf | $506,288 | -7.6% | 10,731 | +0.7% | 0.12% | -4.9% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $501,566 | -1.7% | 6,672 | -1.2% | 0.12% | +0.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $497,404 | +1.2% | 2,814 | +7.2% | 0.11% | +3.6% |
| Sell | SIMPLIFY EXCHANGE TRADED FUNhealth care etf | $492,599 | -14.1% | 19,618 | -9.2% | 0.11% | -11.7% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $494,637 | -13.8% | 977 | -11.2% | 0.11% | -11.7% |
| NKE | Sell | NIKE INCcl b | $492,673 | -13.9% | 5,152 | -0.6% | 0.11% | -11.7% |
| Sell | WISDOMTREE TRfloatng rat trea | $490,217 | -1.0% | 9,742 | -1.0% | 0.11% | +0.9% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $487,507 | +15.6% | 11,151 | +22.1% | 0.11% | +18.1% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $487,501 | -5.3% | 3,651 | -0.3% | 0.11% | -3.5% |
| AMP | Sell | AMERIPRISE FINL INC | $486,937 | -3.6% | 1,477 | -2.8% | 0.11% | -1.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $486,856 | -2.3% | 1,585 | -1.9% | 0.11% | 0.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $477,249 | +13.0% | 31,923 | +2.8% | 0.11% | +16.0% |
| ONEY | Sell | SPDR SER TRrussell yield | $470,988 | -4.4% | 5,152 | -0.3% | 0.11% | -1.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $462,085 | -14.6% | 3,004 | -10.5% | 0.11% | -12.4% |
| GLD | SPDR GOLD TR | $450,228 | -3.8% | 2,626 | 0.0% | 0.10% | -1.9% | |
| SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $446,569 | +1.8% | 7,796 | -0.5% | 0.10% | +4.1% |
| IBND | Buy | SPDR SER TRbloomberg intl | $448,269 | -3.6% | 16,523 | +0.9% | 0.10% | -1.9% |
| SLV | Sell | ISHARES SILVER TRishares | $447,520 | -8.6% | 22,002 | -6.1% | 0.10% | -6.4% |
| CLX | Sell | CLOROX CO DEL | $436,219 | -33.8% | 3,328 | -19.7% | 0.10% | -32.0% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $434,475 | -5.9% | 8,612 | -5.5% | 0.10% | -3.9% |
| FTHY | Sell | FIRST TR HIGH YIELD OPPRT 20 | $431,044 | -7.3% | 32,361 | -4.5% | 0.10% | -4.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $433,426 | +4.2% | 4,195 | +7.0% | 0.10% | +6.5% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $428,478 | +2.7% | 15,655 | -1.2% | 0.10% | +5.4% |
| RTX | Sell | RTX CORPORATION | $420,608 | -46.9% | 5,844 | -27.7% | 0.10% | -45.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $409,899 | +25.0% | 1,855 | +21.7% | 0.09% | +28.8% |
| IWD | ISHARES TRrus 1000 val etf | $405,967 | -3.8% | 2,674 | 0.0% | 0.09% | -1.1% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $406,792 | -5.9% | 5,621 | +0.4% | 0.09% | -4.1% |
| RH | Buy | RH | $404,735 | -9.8% | 1,531 | +12.4% | 0.09% | -8.0% |
| Sell | INVESTMENT MANAGERS SER TR Iaxs tsla bear dl | $401,119 | -7.9% | 12,350 | -8.2% | 0.09% | -5.2% | |
| CL | Sell | COLGATE PALMOLIVE CO | $404,616 | -13.8% | 5,690 | -6.6% | 0.09% | -12.4% |
| ACWF | Sell | ISHARES TRglobal equity | $401,986 | -20.8% | 11,697 | -18.4% | 0.09% | -18.6% |
| FSK | Buy | FS KKR CAP CORP | $402,157 | +3.1% | 20,424 | +0.4% | 0.09% | +5.7% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $402,276 | -2.8% | 8,386 | -3.2% | 0.09% | 0.0% |
| LLY | ELI LILLY & CO | $402,145 | +14.5% | 749 | 0.0% | 0.09% | +17.9% | |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $399,716 | -10.3% | 4,114 | -0.0% | 0.09% | -9.0% |
| FTHI | Sell | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $399,158 | -19.4% | 19,557 | -17.0% | 0.09% | -18.0% |
| V | Sell | VISA INC | $390,856 | -15.5% | 1,700 | -12.7% | 0.09% | -13.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $384,566 | -2.5% | 5,323 | +1.2% | 0.09% | 0.0% |
| ABBV | Buy | ABBVIE INC | $378,916 | +13.0% | 2,542 | +2.1% | 0.09% | +16.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $380,754 | -3.6% | 2,014 | +1.5% | 0.09% | -1.1% |
| KWEB | Sell | KRANESHARES TRcsi chi internet | $377,104 | -1.9% | 13,778 | -3.5% | 0.09% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $376,332 | -5.4% | 4,400 | 0.0% | 0.09% | -3.4% | |
| HON | Buy | HONEYWELL INTL INC | $377,123 | -10.4% | 2,041 | +0.6% | 0.09% | -8.5% |
| MP | Sell | MP MATERIALS CORP | $372,355 | -22.1% | 19,495 | -6.6% | 0.08% | -20.6% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $371,447 | -12.8% | 7,423 | -12.1% | 0.08% | -10.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $371,072 | -4.2% | 4,497 | +0.5% | 0.08% | -1.2% |
| CAT | Sell | CATERPILLAR INC | $371,826 | +4.9% | 1,362 | -5.5% | 0.08% | +7.6% |
| ETN | Sell | EATON CORP PLC | $361,882 | +5.5% | 1,697 | -0.5% | 0.08% | +7.8% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $362,437 | -5.4% | 5,588 | +0.3% | 0.08% | -3.5% |
| PFIG | Buy | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $363,400 | -2.0% | 16,101 | +0.2% | 0.08% | 0.0% |
| GPN | GLOBAL PMTS INC | $350,324 | +17.1% | 3,036 | 0.0% | 0.08% | +19.4% | |
| CWEN | Sell | CLEARWAY ENERGY INCcl c | $346,910 | -34.7% | 16,395 | -11.8% | 0.08% | -33.6% |
| OXY | Sell | OCCIDENTAL PETE CORP | $344,913 | -2.2% | 5,316 | -11.4% | 0.08% | 0.0% |
| BBIN | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $340,838 | +17.3% | 6,542 | +23.6% | 0.08% | +20.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $340,664 | -12.2% | 2,819 | +0.3% | 0.08% | -10.3% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $335,183 | -5.5% | 7,328 | -6.4% | 0.08% | -2.5% |
| CVX | Buy | CHEVRON CORP NEW | $337,539 | +8.9% | 2,002 | +1.6% | 0.08% | +11.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $338,133 | -26.8% | 827 | -17.6% | 0.08% | -25.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $336,523 | -4.9% | 850 | -5.6% | 0.08% | -2.5% |
| TJX | TJX COS INC NEW | $323,968 | +4.8% | 3,645 | 0.0% | 0.07% | +7.2% | |
| ITA | ISHARES TRus aer def etf | $322,532 | -9.2% | 3,044 | 0.0% | 0.07% | -6.3% | |
| ADBE | Sell | ADOBE INC | $324,807 | -11.1% | 637 | -14.7% | 0.07% | -9.8% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $314,994 | +10.0% | 12,620 | 0.0% | 0.07% | +12.5% | |
| ISCF | Sell | ISHARES TRinternational sl | $315,678 | -10.8% | 10,672 | -6.9% | 0.07% | -8.9% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $311,309 | -2.2% | 12,790 | +2.0% | 0.07% | 0.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $311,311 | -2.2% | 9,273 | +0.2% | 0.07% | 0.0% |
| BAC | Sell | BANK AMERICA CORP | $305,423 | -26.0% | 11,155 | -22.5% | 0.07% | -23.9% |
| ORCL | Buy | ORACLE CORP | $303,156 | -6.1% | 2,863 | +5.6% | 0.07% | -4.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $302,509 | -4.0% | 4,336 | +0.0% | 0.07% | -1.4% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $300,153 | -3.4% | 8,642 | +0.2% | 0.07% | 0.0% |
| MUB | ISHARES TRnational mun etf | $299,212 | -3.9% | 2,918 | 0.0% | 0.07% | -2.9% | |
| EXC | EXELON CORP | $296,047 | -7.2% | 7,834 | 0.0% | 0.07% | -4.2% | |
| QCOM | Sell | QUALCOMM INC | $299,459 | -7.5% | 2,696 | -0.9% | 0.07% | -5.6% |
| DPZ | Sell | DOMINOS PIZZA INC | $293,467 | -23.3% | 775 | -31.7% | 0.07% | -21.2% |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $290,795 | +0.1% | 5,851 | 0.0% | 0.07% | +1.5% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $285,204 | -3.6% | 7,274 | 0.0% | 0.06% | -1.5% | |
| CONSTELLATION ENERGY CORP | $284,699 | +19.1% | 2,610 | 0.0% | 0.06% | +22.6% | ||
| ARKK | Sell | ARK ETF TRinnovation etf | $286,112 | -14.2% | 7,212 | -4.5% | 0.06% | -12.2% |
| LRCX | Sell | LAM RESEARCH CORP | $285,807 | -2.7% | 456 | -0.2% | 0.06% | -1.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $282,413 | +4.8% | 3,733 | +15.7% | 0.06% | +8.3% |
| UVSP | Buy | UNIVEST FINANCIAL CORPORATIO | $282,425 | -2.4% | 16,250 | +1.6% | 0.06% | 0.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $275,971 | -4.1% | 1,299 | -0.5% | 0.06% | -1.6% |
| ABC | CENCORA INC | $274,274 | -6.5% | 1,524 | 0.0% | 0.06% | -4.5% | |
| C | Sell | CITIGROUP INC | $276,929 | -86.8% | 6,733 | -85.2% | 0.06% | -86.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $272,742 | -3.7% | 2,946 | +1.6% | 0.06% | -1.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $265,553 | -34.2% | 4,576 | -27.4% | 0.06% | -32.2% |
| CSCO | Sell | CISCO SYS INC | $266,474 | +0.4% | 4,957 | -3.3% | 0.06% | +3.4% |
| PHG | New | KONINKLIJKE PHILIPS N V | $265,234 | – | 13,302 | +100.0% | 0.06% | – |
| SBUX | Sell | STARBUCKS CORP | $266,258 | -29.6% | 2,917 | -23.6% | 0.06% | -27.4% |
| CPRI | New | CAPRI HOLDINGS LIMITED | $263,050 | – | 5,000 | +100.0% | 0.06% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $262,182 | -3.0% | 3,622 | -0.4% | 0.06% | 0.0% |
| XOP | SPDR SER TRs&p oilgas exp | $261,357 | +14.8% | 1,767 | 0.0% | 0.06% | +17.6% | |
| FLOT | ISHARES TRfltg rate nt etf | $263,407 | +0.1% | 5,176 | 0.0% | 0.06% | +1.7% | |
| CRM | Sell | SALESFORCE INC | $264,019 | -21.5% | 1,302 | -18.3% | 0.06% | -20.0% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $263,856 | – | 2,621 | +100.0% | 0.06% | – |
| IJJ | ISHARES TRs&p mc 400vl etf | $258,984 | -5.8% | 2,566 | 0.0% | 0.06% | -3.3% | |
| ABT | Sell | ABBOTT LABS | $258,047 | -17.0% | 2,664 | -6.6% | 0.06% | -14.5% |
| TIP | Sell | ISHARES TRtips bd etf | $258,469 | -5.9% | 2,492 | -2.4% | 0.06% | -3.3% |
| DIS | Sell | DISNEY WALT CO | $253,039 | -11.6% | 3,122 | -2.6% | 0.06% | -9.4% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $250,414 | -8.0% | 4,323 | -2.0% | 0.06% | -6.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $248,088 | +8.3% | 3,599 | +13.9% | 0.06% | +11.8% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $243,633 | -14.4% | 133 | 0.0% | 0.06% | -12.5% | |
| HERO | Sell | GLOBAL X FDSvdeo gam esprt | $243,121 | -29.0% | 13,036 | -21.9% | 0.06% | -26.3% |
| EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $242,740 | -5.8% | 6,843 | -0.0% | 0.06% | -5.2% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $240,180 | -5.6% | 3,906 | -2.4% | 0.06% | -3.5% |
| IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $235,674 | -3.7% | 6,722 | -5.0% | 0.05% | -1.8% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $234,232 | -6.7% | 6,725 | -0.8% | 0.05% | -3.6% |
| ALB | Buy | ALBEMARLE CORP | $235,599 | -23.7% | 1,386 | +0.1% | 0.05% | -21.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $237,126 | +7.7% | 5,156 | +1.1% | 0.05% | +10.2% |
| MMIT | INDEXIQ ACTIVE ETF TRiq mackay intrme | $232,063 | -3.5% | 9,875 | 0.0% | 0.05% | -1.9% | |
| DVY | ISHARES TRselect divid etf | $228,962 | -5.0% | 2,127 | 0.0% | 0.05% | -3.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $227,723 | -23.1% | 3,975 | -0.4% | 0.05% | -21.2% |
| NUGT | Sell | DIREXION SHS ETF TRdly gold indx 2x | $228,260 | -40.4% | 8,555 | -22.2% | 0.05% | -39.5% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $223,776 | -29.4% | 5,600 | -27.1% | 0.05% | -28.2% |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $222,818 | -31.4% | 9,903 | -28.3% | 0.05% | -30.1% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $223,568 | -0.5% | 951 | +3.6% | 0.05% | +2.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $219,270 | -13.5% | 2,978 | -11.8% | 0.05% | -12.3% |
| KO | Sell | COCA COLA CO | $218,215 | -10.3% | 3,898 | -3.5% | 0.05% | -7.4% |
| IEFA | ISHARES TRcore msci eafe | $213,192 | -4.7% | 3,313 | 0.0% | 0.05% | -2.0% | |
| CANADIAN PACIFIC KANSAS CITY | $213,631 | -7.9% | 2,871 | 0.0% | 0.05% | -5.8% | ||
| WM | Buy | WASTE MGMT INC DEL | $213,156 | -12.0% | 1,399 | +0.2% | 0.05% | -9.3% |
| GOVT | Buy | ISHARES TRus treas bd etf | $212,377 | -2.7% | 9,636 | +1.1% | 0.05% | 0.0% |
| SO | Sell | SOUTHERN CO | $210,340 | -8.4% | 3,250 | -0.6% | 0.05% | -5.9% |
| PPSI | PIONEER PWR SOLUTIONS INC | $208,082 | -25.5% | 33,240 | 0.0% | 0.05% | -22.6% | |
| CI | Buy | THE CIGNA GROUP | $206,972 | +2.0% | 724 | +0.1% | 0.05% | +4.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $204,241 | -12.3% | 1,246 | -7.0% | 0.05% | -9.6% |
| FSR | Sell | FISKER INC | $182,200 | +11.9% | 28,380 | -1.7% | 0.04% | +16.7% |
| MLCO | Sell | MELCO RESORTS AND ENTMNT LTDadr | $155,540 | -25.1% | 15,727 | -7.5% | 0.04% | -21.7% |
| EC | ECOPETROL S Asponsored ads | $157,580 | +13.0% | 13,608 | 0.0% | 0.04% | +16.1% | |
| HIPS | GRANITESHARES ETF TRhips us high inc | $120,650 | +2.4% | 10,000 | 0.0% | 0.03% | +7.7% | |
| PCT | Buy | PURECYCLE TECHNOLOGIES INC | $122,225 | -45.0% | 21,787 | +4.8% | 0.03% | -44.0% |
| FSD | FIRST TR HIGH INCOME LONG / | $113,632 | -6.3% | 10,600 | 0.0% | 0.03% | -3.7% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $84,755 | -6.9% | 11,500 | 0.0% | 0.02% | -5.0% | |
| ETJ | EATON VANCE RISK-MANAGED DIV | $78,252 | -6.6% | 10,189 | 0.0% | 0.02% | -5.3% | |
| INDI | INDIE SEMICONDUCTOR INC | $67,410 | -33.0% | 10,700 | 0.0% | 0.02% | -31.8% | |
| REAL | THE REALREAL INC | $42,200 | -5.0% | 20,000 | 0.0% | 0.01% | 0.0% | |
| TOUR | Sell | TUNIU CORPsponsored ads | $45,000 | -43.1% | 37,500 | -21.8% | 0.01% | -44.4% |
| Sell | BIGBEAR AI HLDGS INC | $30,200 | -48.6% | 20,000 | -20.0% | 0.01% | -46.2% | |
| PLBY | Sell | PLBY GROUP INC | $32,388 | -60.6% | 40,434 | -17.3% | 0.01% | -61.1% |
| AGEN | AGENUS INC | $17,153 | -29.4% | 15,180 | 0.0% | 0.00% | -20.0% | |
| Sell | ALLBIRDS INC | $12,332 | -17.8% | 11,110 | -6.7% | 0.00% | 0.0% | |
| OSMT | RVL PHARMACEUTICALS PLC | $6,551 | -84.5% | 75,646 | 0.0% | 0.00% | -88.9% | |
| T | Exit | AT&T INC | $0 | – | -11,023 | -100.0% | -0.04% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,409 | -100.0% | -0.04% | – |
| ESPO | Exit | VANECK ETF TRUSTvideo gmng esprt | $0 | – | -3,632 | -100.0% | -0.04% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,126 | -100.0% | -0.05% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -1,253 | -100.0% | -0.05% | – |
| BCO | Exit | BRINKS CO | $0 | – | -3,005 | -100.0% | -0.05% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,585 | -100.0% | -0.05% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -877 | -100.0% | -0.05% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -1,265 | -100.0% | -0.05% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs short innov | $0 | – | -6,654 | -100.0% | -0.05% | – | |
| PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -6,436 | -100.0% | -0.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,111 | -100.0% | -0.06% | – |
| EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -4,919 | -100.0% | -0.06% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -7,900 | -100.0% | -0.06% | – | |
| OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -8,405 | -100.0% | -0.06% | – |
| OMFL | Exit | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $0 | – | -6,232 | -100.0% | -0.07% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -20,799 | -100.0% | -0.14% | – | |
| Exit | FIRST TR EXCHNG TRADED FD VIft cboe us eq md | $0 | – | -23,092 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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.