$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 2024-05-06 |
| 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.