Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | RH | RH | Consumer Cyclical | 1,864.0 | $334K | 0.05% | NEW | — | $179.15 | +4.9% |
| 202 | DLS | WISDOMTREE TR | — | 4,091.0 | $331K | 0.05% | NEW | — | $81.01 | +4.3% |
| 203 | ELD | WISDOMTREE TR | — | 11,019.0 | $322K | 0.05% | NEW | — | $29.20 | -2.1% |
| 204 | SPAB | SPDR SERIES TRUST | — | 12,460.0 | $321K | 0.05% | NEW | — | $25.75 | -1.7% |
| 205 | NEM | NEWMONT CORP | Basic Materials | 3,209.0 | $320K | 0.05% | NEW | — | $99.84 | -10.2% |
| 206 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 766.0 | $319K | 0.05% | NEW | — | $416.96 | -22.7% |
| 207 | CLX | CLOROX CO DEL | Consumer Defensive | 3,163.0 | $319K | 0.05% | NEW | — | $100.83 | -4.5% |
| 208 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,183.0 | $318K | 0.05% | NEW | — | $269.18 | +0.2% |
| 209 | NVO | NOVO-NORDISK A S | Healthcare | 6,173.0 | $314K | 0.05% | NEW | — | $50.88 | -1.1% |
| 210 | TTEQ | T ROWE PRICE ETF INC | — | 9,598.0 | $312K | 0.05% | NEW | — | $32.52 | +22.4% |
| 211 | GE | GE AEROSPACE | Industrials | 1,002.0 | $309K | 0.05% | NEW | — | $308.05 | +13.2% |
| 212 | AGNG | GLOBAL X FDS | — | 8,565.0 | $307K | 0.05% | NEW | — | $35.90 | +2.3% |
| 213 | — | CENCORA INC | — | 909.0 | $307K | 0.05% | NEW | — | $337.75 | — |
| 214 | ECL | ECOLAB INC | Basic Materials | 1,161.0 | $305K | 0.05% | NEW | — | $262.57 | +3.9% |
| 215 | DLN | WISDOMTREE TR | — | 3,406.0 | $300K | 0.04% | NEW | — | $88.08 | +11.0% |
| 216 | DVY | ISHARES TR | — | 2,110.0 | $298K | 0.04% | NEW | — | $141.21 | +14.6% |
| 217 | USFR | WISDOMTREE TR | — | 5,898.0 | $297K | 0.04% | NEW | — | $50.32 | +0.3% |
| 218 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 5,851.0 | $294K | 0.04% | NEW | — | $50.25 | -0.0% |
| 219 | LRCX | LAM RESEARCH CORP | Technology | 1,711.0 | $293K | 0.04% | NEW | — | $171.18 | +83.0% |
| 220 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,892.0 | $292K | 0.04% | NEW | — | $100.88 | +7.4% |
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
39.9%
Financial Services
27.1%
Communication Services
8.7%
Consumer Cyclical
8.7%
Consumer Defensive
4.1%
Healthcare
4.0%
Industrials
3.8%
Utilities
2.2%
Basic Materials
0.8%
Energy
0.7%