$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COWZ | New | PACER FDS TRus cash cows 100 | $3,740,961 | – | 75,682 | +100.0% | 0.86% | – |
| CALF | New | PACER FDS TRpacer us small | $3,103,773 | – | 74,431 | +100.0% | 0.71% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $1,536,948 | – | 21,547 | +100.0% | 0.35% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $1,070,684 | – | 35,761 | +100.0% | 0.24% | – | |
| AVGO | New | BROADCOM INCput | $996,696 | – | 1,200 | +100.0% | 0.23% | – |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $937,051 | – | 31,470 | +100.0% | 0.21% | – |
| TPR | New | TAPESTRY INC | $713,000 | – | 24,800 | +100.0% | 0.16% | – |
| 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% | – |
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.