Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IJR | ISHARES TR | — | 7,913.0 | $951K | 0.14% | NEW | — | $120.22 | +16.7% |
| 102 | VYM | VANGUARD WHITEHALL FDS | — | 6,321.0 | $907K | 0.14% | NEW | — | $143.52 | +11.9% |
| 103 | FV | FIRST TR EXCHANGE TRADED FD | — | 13,873.0 | $873K | 0.13% | NEW | — | $62.92 | +15.7% |
| 104 | WTAI | WISDOMTREE TR | — | 29,900.0 | $871K | 0.13% | NEW | — | $29.14 | +42.6% |
| 105 | AOA | ISHARES TR | — | 9,584.0 | $858K | 0.13% | NEW | — | $89.56 | +9.5% |
| 106 | SMH | VANECK ETF TRUST | — | 2,378.0 | $857K | 0.13% | NEW | — | $360.27 | +55.6% |
| 107 | FBND | FIDELITY MERRIMACK STR TR | — | 17,697.0 | $815K | 0.12% | NEW | — | $46.04 | -3.7% |
| 108 | HGRO | ETF OPPORTUNITIES TRUST | — | 28,574.0 | $811K | 0.12% | NEW | — | $28.39 | +5.3% |
| 109 | SHAG | WISDOMTREE TR | — | 16,662.0 | $800K | 0.12% | NEW | — | $48.03 | -2.7% |
| 110 | HECA | ETF OPPORTUNITIES TRUST | — | 28,941.0 | $800K | 0.12% | NEW | — | $27.65 | -1.0% |
| 111 | F | FORD MTR CO | Consumer Cyclical | 59,663.0 | $783K | 0.12% | NEW | — | $13.12 | +4.6% |
| 112 | — | FIRST TR HIGH YIELD OPPRT 20 | — | 55,360.0 | $779K | 0.12% | NEW | — | $14.07 | — |
| 113 | PEP | PEPSICO INC | Consumer Defensive | 5,426.0 | $779K | 0.12% | NEW | — | $143.51 | -7.0% |
| 114 | COWZ | PACER FDS TR | — | 12,934.0 | $778K | 0.12% | NEW | — | $60.17 | +15.9% |
| 115 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 15,403.0 | $765K | 0.12% | NEW | — | $49.65 | -12.6% |
| 116 | PCAR | PACCAR INC | Industrials | 6,956.0 | $762K | 0.12% | NEW | — | $109.52 | +8.3% |
| 117 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,487.0 | $760K | 0.12% | NEW | — | $305.67 | -18.4% |
| 118 | CAT | CATERPILLAR INC | Industrials | 1,310.0 | $751K | 0.11% | NEW | — | $572.97 | +39.5% |
| 119 | BAC PUT | BANK AMERICA CORP | Financial Services | 13,600.0 | $748K | 0.11% | NEW | — | $55.00 | +6.0% |
| 120 | VTI | VANGUARD INDEX FDS | — | 2,210.0 | $741K | 0.11% | NEW | — | $335.29 | +11.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.9%
Financial Services
27.8%
Consumer Cyclical
8.9%
Communication Services
6.4%
Consumer Defensive
4.2%
Healthcare
4.1%
Industrials
3.9%
Utilities
2.3%
Basic Materials
0.8%
Energy
0.7%