- New Purchases: QQQ, PSCH, RBLX, ZIM, RTX, PDI, GNOM, PAYX, BBIN, TGT, EFAX, FDN, CVS, LCID, BITO, EW, AEP, FSD, META, BCTX,
- Added Positions: PYPL, EPS, REGL, SCHG, SPDW, USMF, FTSL, BUG, DIS, ARKF, FVD, DON, HERO, SMDV, PLAT, DWMF, BA, NOBL, BAC, SOFI, SOFI, ABBV, DLS, FV, WMT, BX, FTSM, SPY, CWH, F, ADBE, FTLS, DJP, XLY, CP, IWM, MA, VGT, FXH, PAVE, RDVY, RSP, XSOE, BRK.B, GOOG, DGRS, T, TBT, BGFV, CVX, KO, JNJ, NYCB, QQQJ, UPS, XLK, JPST, V, IJH, GM, XLRE, INDI, ABT, XLI, XHB, VT, VHT, INTC, AXP, VBR, SDVY, XOM, RPG, VZ, GAB, FXN, AOA, DBC,
- Reduced Positions: VOOG, ROKU, NVDA, SPLV, IHDG, AAPL, MTUM, IHI, MSFT, ARKK, AMZN, CHWY, DGS, PSLV, XMMO, GOOGL, ARKG, DLN, SQ, PFM, HUT, DGRW, AHT, DEF, COIN, QCLN, SNSR, SPLB, USFR, BLK, HD, ISRG, CRM, TMO, MILN, VIG, LOW, NFLX, QCOM, EBAY, CMG, IVR, FB, RH, FSK, CABO, UBER, FSR, GLD, TIP, VB, VOT, VUG, AMD, HON, MCD, SBUX, LULU, TWLO, MREO, CRWD, SPEM, VOE, BMY, CAT, CSCO, C, CL, CMCSA, COST, GD, IBM, MRK, PG, AVGO, CWEN, ABNB, AGGY, BND, DGRO, FYX, IBND, IWF, PTLC, USAI, VNLA, VO, XLE, MO, CLX, ECL, NEE, FDX, LRCX, PFE, RGR, WM, EMB, HYG, IEFA, IWP, IWS, VEA, VGK, VNQ, XLV,
- Sold Out: KEMQ, LMBS, DOCU, ICVT, KSU, PCI, PTH, PKO, CMI, BROS, MSTR, TDOC, DKNG, FCVT, ETY, ORCL, MMM, VFH, VOX, ANY, PAVM, KD,
For the details of Insight Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/insight+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Insight Advisors, LLC- Apple Inc (AAPL) - 133,351 shares, 7.00% of the total portfolio. Shares reduced by 3.84%
- Amazon.com Inc (AMZN) - 3,189 shares, 3.14% of the total portfolio. Shares reduced by 4.12%
- NVIDIA Corp (NVDA) - 29,269 shares, 2.54% of the total portfolio. Shares reduced by 10.68%
- Microsoft Corp (MSFT) - 19,197 shares, 1.91% of the total portfolio. Shares reduced by 9.25%
- PayPal Holdings Inc (PYPL) - 30,858 shares, 1.72% of the total portfolio. Shares added by 37.90%
Insight Advisors, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $359.120000. The impact to a portfolio due to this purchase was 1.56%. The holding were 13,285 shares as of 2021-12-31.
New Purchase: PowerShares S&P SmallCap Health Care Portfolio (PSCH)Insight Advisors, LLC initiated holding in PowerShares S&P SmallCap Health Care Portfolio. The purchase prices were between $167.4 and $192.45, with an estimated average price of $180.02. The stock is now traded at around $157.740000. The impact to a portfolio due to this purchase was 0.76%. The holding were 14,348 shares as of 2021-12-31.
New Purchase: Roblox Corp (RBLX)Insight Advisors, LLC initiated holding in Roblox Corp. The purchase prices were between $70.22 and $134.72, with an estimated average price of $97.97. The stock is now traded at around $64.430000. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,894 shares as of 2021-12-31.
New Purchase: ZIM Integrated Shipping Services Ltd (ZIM)Insight Advisors, LLC initiated holding in ZIM Integrated Shipping Services Ltd. The purchase prices were between $43.31 and $58.86, with an estimated average price of $51.3. The stock is now traded at around $71.290000. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,529 shares as of 2021-12-31.
New Purchase: Raytheon Technologies Corp (RTX)Insight Advisors, LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $79.05 and $91.86, with an estimated average price of $87.1. The stock is now traded at around $95.070000. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,629 shares as of 2021-12-31.
New Purchase: PIMCO Dynamic Income Fund (PDI)Insight Advisors, LLC initiated holding in PIMCO Dynamic Income Fund. The purchase prices were between $24.75 and $27.21, with an estimated average price of $26.1. The stock is now traded at around $25.250000. The impact to a portfolio due to this purchase was 0.16%. The holding were 20,363 shares as of 2021-12-31.
Added: PayPal Holdings Inc (PYPL)Insight Advisors, LLC added to a holding in PayPal Holdings Inc by 37.90%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $120.260000. The impact to a portfolio due to this purchase was 0.47%. The holding were 30,858 shares as of 2021-12-31.
Added: WisdomTree U.S. LargeCap Fund (EPS)Insight Advisors, LLC added to a holding in WisdomTree U.S. LargeCap Fund by 56.56%. The purchase prices were between $45.79 and $50.68, with an estimated average price of $48.59. The stock is now traded at around $48.510000. The impact to a portfolio due to this purchase was 0.4%. The holding were 74,598 shares as of 2021-12-31.
Added: ProShares S&P MidCap 400 Div Aristocrats ETF (REGL)Insight Advisors, LLC added to a holding in ProShares S&P MidCap 400 Div Aristocrats ETF by 40.16%. The purchase prices were between $68.78 and $73.99, with an estimated average price of $71.79. The stock is now traded at around $71.170000. The impact to a portfolio due to this purchase was 0.32%. The holding were 50,517 shares as of 2021-12-31.
Added: Schwab U.S. Large-Cap Growth ETF (SCHG)Insight Advisors, LLC added to a holding in Schwab U.S. Large-Cap Growth ETF by 41.14%. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $148.220000. The impact to a portfolio due to this purchase was 0.31%. The holding were 21,649 shares as of 2021-12-31.
Added: SPDR Portfolio Developed World ex-US ETF (SPDW)Insight Advisors, LLC added to a holding in SPDR Portfolio Developed World ex-US ETF by 47.68%. The purchase prices were between $34.8 and $37.35, with an estimated average price of $36.26. The stock is now traded at around $35.390000. The impact to a portfolio due to this purchase was 0.3%. The holding were 85,427 shares as of 2021-12-31.
Added: WisdomTree U.S. Multifactor Fund (USMF)Insight Advisors, LLC added to a holding in WisdomTree U.S. Multifactor Fund by 58.85%. The purchase prices were between $38.87 and $42.09, with an estimated average price of $40.52. The stock is now traded at around $40.887800. The impact to a portfolio due to this purchase was 0.26%. The holding were 55,734 shares as of 2021-12-31.
Sold Out: KraneShares Emerging Markets Consumer Technology I (KEMQ)Insight Advisors, LLC sold out a holding in KraneShares Emerging Markets Consumer Technology I. The sale prices were between $22.83 and $29.28, with an estimated average price of $26.47.
Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)Insight Advisors, LLC sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $49.85 and $50.36, with an estimated average price of $50.05.
Sold Out: DocuSign Inc (DOCU)Insight Advisors, LLC sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.
Sold Out: BTC iShares Convertible Bond ETF (ICVT)Insight Advisors, LLC sold out a holding in BTC iShares Convertible Bond ETF. The sale prices were between $86.8 and $97.53, with an estimated average price of $92.84.
Sold Out: (KSU)Insight Advisors, LLC sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.
Sold Out: PIMCO Dynamic Credit & Mortgage Income Fund (PCI)Insight Advisors, LLC sold out a holding in PIMCO Dynamic Credit & Mortgage Income Fund. The sale prices were between $20.47 and $21.82, with an estimated average price of $21.13.
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