IA

Insight Advisors, LLC/ PA

13F
Insight Advisors, LLC/ PA
Last update 2025-04-11 281 Stocks (13 new)
Value $572.00 Mil Turnover 4 %
Countries:
Top Holdings: CAOS(29.87%)BOXX(5.13%)AAPL(3.66%)NVDA(3.10%)SPY(3.01%)
Summary Stock Picks Current Portfolio
Insight Advisors, LLC/ PA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CAOS
Alpha Architect Tail Risk ETF
1,943,985
170,977.4
+1.34%
29.870
+0.39%
48.000
+0.08%
+1.51%
418.0
 
BOXX
Alpha Architect 1-3 Month Box ETF
263,565
29,385.3
-0.60%
5.130
-0.03%
0.510
+1.01%
+2.40%
7,061.5
 
AAPL
Apple Inc
94,223
20,930.2
-0.80%
3.660
-0.03%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
NVDA
NVIDIA Corp
163,874
17,761.2
-1.91%
3.100
-0.07%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
SPY
SPDR S&P 500 ETF Trust
30,818
17,239.4
+9.56%
3.010
+0.26%
0.000
+18.80%
+8.86%
654,366.5
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
135,045
10,784.7
+23.10%
1.880
+0.35%
0.070
+13.43%
+6.83%
16,159.9
 
QGRW
WisdomTree U.S. Quality Growth Fund
231,455
10,160.9
+16.69%
1.780
+0.25%
1.160
+25.82%
+9.11%
1,576.2
 
AMZN
Amazon.com Inc
48,717
9,268.9
+0.49%
1.620
+0.01%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
207,608
9,016.4
+8.00%
1.580
+0.12%
1.030
+2.45%
+3.49%
790.2
 
MSFT
Microsoft Corp
18,764
7,045.0
-0.21%
1.230
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software

Insight Advisors, LLC/ PA's Historical Top Holdings Breakdowns

Insight Advisors, LLC/ PA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QSY
WISDOMTREE U.S. VALUE FUND
2025-03-31
New Buy
New Buy
+0.62%
●
79.96 ($84.71) 87.71
$63.37
-25.19%
New holding
43,469
43,469
USMF
WisdomTree U.S. Multifactor Fund
2025-03-31
Reduce
Reduce
-0.42%
●
48.29 ($50.53) 51.95
$51.41
1.74%
Reduce -34.38%
95,536
-50,060
CAOS
Alpha Architect Tail Risk ETF
2025-03-31
Add
Add
+0.39%
●
87.4 ($87.81) 88.16
$88.86
1.20%
Add 1.34%
1,943,985
25,671
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.35%
●
78 ($81.92) 84.37
$85.82
4.76%
Add 23.1%
135,045
25,341
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.26%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 9.56%
30,818
2,688
QGRW
WisdomTree U.S. Quality Growth Fund
2025-03-31
Add
Add
+0.25%
●
43.73 ($48.34) 51.33
$53.75
11.19%
Add 16.69%
231,455
33,104
EPI
WisdomTree India Earnings Fund
2025-03-31
New Buy
New Buy
+0.15%
●
40.08 ($42.88) 45.84
$46.65
8.79%
New holding
19,165
19,165
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.14%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
Reduce -22.92%
6,858
-2,039
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.13%
●
27.01 ($27.88) 28.54
$27.38
-1.79%
Add 15.56%
194,197
26,143
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.13%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 16.59%
10,210
1,453

Insight Advisors, LLC/ PA Total Holding History ($B)

To

Insight Advisors, LLC/ PA's Asset Allocation

To

Insight Advisors, LLC/ PA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Insight Advisors, LLC/ PA's Hypothetical Growth since 2025-03-31

Insight Advisors, LLC/ PA's Yearly Returns

Year Portfolio % % Excess Gain %

Insight Advisors, LLC/ PA's Holdings Heat Map

Size field:

Insight Advisors, LLC/ PA's Holdings Bubble Chart

Insight Advisors, LLC/ PA News

  • 1

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