$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 10.1% .
| 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% | |
| 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% |
| 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% |
| 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% | – |
| TSLA | Buy | TESLA INC | $3,648,711 | -3.9% | 14,582 | +0.5% | 0.83% | -1.7% |
| 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% |
| 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% |
| 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% |
| 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% | |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,699,824 | +5.3% | 36,745 | +5.9% | 0.39% | +7.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,616,405 | -4.2% | 3,896 | +2.1% | 0.37% | -2.1% |
| 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% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $1,338,154 | +0.0% | 56,967 | +10.9% | 0.31% | +2.3% |
| VOO | Buy | VANGUARD INDEX FDS | $1,299,051 | +0.8% | 3,308 | +4.5% | 0.30% | +3.1% |
| FINX | Buy | GLOBAL X FDSfintech etf | $1,245,135 | -1.5% | 61,824 | +7.9% | 0.28% | +1.1% |
| 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% |
| 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% |
| 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% | – | |
| NFLX | Buy | NETFLIX INC | $1,058,413 | -3.9% | 2,803 | +12.1% | 0.24% | -1.6% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,029,527 | -9.0% | 18,090 | +0.1% | 0.24% | -7.1% |
| 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% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $966,330 | +9.3% | 7,329 | +0.3% | 0.22% | +12.2% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $946,428 | -3.5% | 22,800 | +0.2% | 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% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $870,123 | -3.6% | 8,798 | +0.7% | 0.20% | -1.5% |
| BA | Buy | BOEING CO | $824,031 | +0.2% | 4,299 | +10.4% | 0.19% | +2.2% |
| 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% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $723,788 | -4.1% | 13,954 | +0.6% | 0.16% | -2.4% |
| 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% |
| 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% | |
| 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% |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $571,258 | +43.2% | 5,825 | +1.0% | 0.13% | +47.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $537,742 | +7.6% | 5,667 | +0.1% | 0.12% | +9.8% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $532,525 | +7.8% | 25,274 | +12.5% | 0.12% | +10.9% | |
| 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% |
| USRT | Buy | ISHARES TRcre u s reit etf | $506,288 | -7.6% | 10,731 | +0.7% | 0.12% | -4.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $497,404 | +1.2% | 2,814 | +7.2% | 0.11% | +3.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $487,507 | +15.6% | 11,151 | +22.1% | 0.11% | +18.1% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $477,249 | +13.0% | 31,923 | +2.8% | 0.11% | +16.0% |
| IBND | Buy | SPDR SER TRbloomberg intl | $448,269 | -3.6% | 16,523 | +0.9% | 0.10% | -1.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $433,426 | +4.2% | 4,195 | +7.0% | 0.10% | +6.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $409,899 | +25.0% | 1,855 | +21.7% | 0.09% | +28.8% |
| 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% |
| FSK | Buy | FS KKR CAP CORP | $402,157 | +3.1% | 20,424 | +0.4% | 0.09% | +5.7% |
| 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% |
| HON | Buy | HONEYWELL INTL INC | $377,123 | -10.4% | 2,041 | +0.6% | 0.09% | -8.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $371,072 | -4.2% | 4,497 | +0.5% | 0.08% | -1.2% |
| 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% |
| 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% |
| CVX | Buy | CHEVRON CORP NEW | $337,539 | +8.9% | 2,002 | +1.6% | 0.08% | +11.6% |
| 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% |
| 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% |
| 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% |
| PM | Buy | PHILIP MORRIS INTL INC | $272,742 | -3.7% | 2,946 | +1.6% | 0.06% | -1.6% |
| PHG | New | KONINKLIJKE PHILIPS N V | $265,234 | – | 13,302 | +100.0% | 0.06% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $263,050 | – | 5,000 | +100.0% | 0.06% | – |
| SGOV | New | ISHARES TR0-3 mnth treasry | $263,856 | – | 2,621 | +100.0% | 0.06% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $248,088 | +8.3% | 3,599 | +13.9% | 0.06% | +11.8% |
| 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% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $223,568 | -0.5% | 951 | +3.6% | 0.05% | +2.0% |
| 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% |
| CI | Buy | THE CIGNA GROUP | $206,972 | +2.0% | 724 | +0.1% | 0.05% | +4.4% |
| PCT | Buy | PURECYCLE TECHNOLOGIES INC | $122,225 | -45.0% | 21,787 | +4.8% | 0.03% | -44.0% |
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.