Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | DE | DEERE & CO | Industrials | 1,293.0 | $602K | 0.09% | NEW | — | $465.57 | +28.3% |
| 142 | SLYV | SPDR SERIES TRUST | — | 6,608.0 | $601K | 0.09% | NEW | — | $90.97 | +20.1% |
| 143 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,273.0 | $597K | 0.09% | NEW | — | $117.19 | +73.3% |
| 144 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 44,875.0 | $595K | 0.09% | NEW | — | $13.25 | +30.2% |
| 145 | MDYV | SPDR SERIES TRUST | — | 6,883.0 | $583K | 0.09% | NEW | — | $84.65 | +12.5% |
| 146 | VEA | VANGUARD TAX-MANAGED FDS | — | 9,265.0 | $579K | 0.09% | NEW | — | $62.47 | +11.6% |
| 147 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,196.0 | $578K | 0.09% | NEW | — | $483.65 | +5.2% |
| 148 | DES | WISDOMTREE TR | — | 17,275.0 | $578K | 0.09% | NEW | — | $33.45 | +22.4% |
| 149 | QCOM | QUALCOMM INC | Technology | 3,375.0 | $577K | 0.09% | NEW | — | $171.08 | +0.4% |
| 150 | ETN | EATON CORP PLC | Industrials | 1,751.0 | $558K | 0.08% | NEW | — | $318.46 | +25.6% |
| 151 | XLE | SELECT SECTOR SPDR TR | — | 12,464.0 | $557K | 0.08% | NEW | — | $44.71 | +29.0% |
| 152 | GD | GENERAL DYNAMICS CORP | Industrials | 1,590.0 | $535K | 0.08% | NEW | — | $336.66 | +9.5% |
| 153 | IWD | ISHARES TR | — | 2,499.0 | $526K | 0.08% | NEW | — | $210.39 | +17.9% |
| 154 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,730.0 | $526K | 0.08% | NEW | — | $303.89 | +31.1% |
| 155 | ABBV | ABBVIE INC | Healthcare | 2,294.0 | $524K | 0.08% | NEW | — | $228.48 | +11.4% |
| 156 | CWEN | CLEARWAY ENERGY INC | Utilities | 15,501.0 | $516K | 0.08% | NEW | — | $33.26 | +0.4% |
| 157 | BUG | GLOBAL X FDS | — | 16,577.0 | $505K | 0.08% | NEW | — | $30.46 | +34.2% |
| 158 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,246.0 | $499K | 0.07% | NEW | — | $153.61 | +0.5% |
| 159 | CLOU | GLOBAL X FDS | — | 22,019.0 | $498K | 0.07% | NEW | — | $22.62 | +6.7% |
| 160 | LGLV | SPDR SERIES TRUST | — | 2,812.0 | $494K | 0.07% | NEW | — | $175.55 | +5.9% |
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
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%