Insight Advisors, LLC Portfolio Holdings

Insight Advisors, LLC

  • $331 Million
  • Q1 2024

Insight Advisors, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $331 Million distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.7M, Nvidia Corp with a value of $17.5M, Amazon Com Inc with a value of $8.64M, Microsoft Corp with a value of $8.22M, and Spdr S&P 500 ETF Trust with a value of $5.88M.

Examining the 13F form we can see an increase of $41.6M in the current position value, from $289M to 331M.

Insight Advisors, LLC is based out at Newtown, PA

Below you can find more details about Insight Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
ETFs: $172 Million
Technology: $64.2 Million
Consumer Cyclical: $20.9 Million
Financial Services: $19.6 Million
Communication Services: $14 Million
Healthcare: $10.7 Million
Industrials: $10.1 Million
Consumer Defensive: $8.7 Million
Other: $5.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54T
$17.7 Million 5.34% of portfolio
102,947
Q1 2024 Reduced 1.82%
$306B
$17.5 Million 5.28% of portfolio
19,334
Q1 2024 Reduced 1.15%
$2.04T
$8.64 Million 2.61% of portfolio
47,875
Q1 2024 Added 5.75%
$3.42T
$8.22 Million 2.49% of portfolio
19,548
Q1 2024 Added 9.87%
$0
$5.88 Million 1.78% of portfolio
11,250
Q1 2024 Added 6.92%
$0
$5.67 Million 1.72% of portfolio
95,159
Q1 2024 Reduced 1.7%
$0
$5.58 Million 1.69% of portfolio
73,195
Q1 2024 Added 21.88%
$0
$5.39 Million 1.63% of portfolio
15,667
Q1 2024 Added 0.08%
$0
$4.92 Million 1.49% of portfolio
105,775
Q1 2024 Added 30.84%
$0
$4.82 Million 1.46% of portfolio
83,002
Q1 2024 Reduced 15.09%
$0
$4.68 Million 1.41% of portfolio
25,604
Q1 2024 Reduced 25.36%
$0
$4.56 Million 1.38% of portfolio
127,229
Q1 2024 Added 111.29%
$671B
$4.42 Million 1.34% of portfolio
3,337
Q1 2024 Added 16.35%
$0
$4.18 Million 1.26% of portfolio
85,026
Q1 2024 Reduced 10.95%
$1.11T
$3.83 Million 1.16% of portfolio
25,393
Q1 2024 Reduced 10.4%
$0
$3.68 Million 1.11% of portfolio
84,694
Q1 2024 Added 270.04%
$530B
$3.6 Million 1.09% of portfolio
8,571
Q1 2024 Added 172.18%
$0
$3.58 Million 1.08% of portfolio
6,806
Q1 2024 Added 3.03%
$5.64B
$3.38 Million 1.02% of portfolio
31,005
Q1 2024 Reduced 5.89%
$265B
$3.2 Million 0.97% of portfolio
17,704
Q1 2024 Reduced 0.02%
$0
$3.17 Million 0.96% of portfolio
19,459
Q1 2024 Added 1.47%
$0
$3.15 Million 0.95% of portfolio
56,884
Q1 2024 Reduced 30.41%
$0
$3.09 Million 0.93% of portfolio
63,344
Q1 2024 Added 36.19%
$0
$3 Million 0.91% of portfolio
117,092
Q1 2024 Added 4.47%
$0
$2.8 Million 0.85% of portfolio
27,625
Q1 2024 Reduced 30.31%
$730B
$2.74 Million 0.83% of portfolio
15,587
Q1 2024 Added 5.8%
$0
$2.67 Million 0.81% of portfolio
135,519
Q1 2024 Reduced 24.99%
$324B
$2.69 Million 0.81% of portfolio
20,374
Q1 2024 Added 1.24%
$0
$2.61 Million 0.79% of portfolio
28,128
Q1 2024 Reduced 32.87%
$1.14T
$2.62 Million 0.79% of portfolio
17,211
Q1 2024 Added 170.66%
$750M
$2.6 Million 0.79% of portfolio
93,271
Q1 2024 Added 4.0%
$0
$2.5 Million 0.76% of portfolio
133,392
Q1 2024 Reduced 0.6%
$0
$2.37 Million 0.72% of portfolio
40,771
Q1 2024 Reduced 8.5%
$87.4B
$2.31 Million 0.7% of portfolio
17,559
Q1 2024 Added 8.57%
$0
$2.2 Million 0.67% of portfolio
27,309
Q1 2024 Added 149.65%
$380B
$2.19 Million 0.66% of portfolio
2,993
Q1 2024 Added 9.39%
$0
$2.17 Million 0.66% of portfolio
42,981
Q1 2024 Added 34.14%
$0
$2.04 Million 0.62% of portfolio
33,128
Q1 2024 Reduced 32.08%
$0
$2.05 Million 0.62% of portfolio
3,904
Q1 2024 Added 1.17%
$0
$2.01 Million 0.61% of portfolio
8,534
Q4 2023 Reduced 0.18%
$0
$2.01 Million 0.61% of portfolio
30,836
Q1 2024 Added 10.43%
$0
$1.94 Million 0.59% of portfolio
65,898
Q1 2024 Added 20.66%
$1.15T
$1.97 Million 0.59% of portfolio
4,047
Q1 2024 Added 17.0%
$0
$1.9 Million 0.57% of portfolio
7,294
Q1 2024 Added 7.36%
$0
$1.84 Million 0.56% of portfolio
36,340
Q1 2024 Added 321.97%
$382B
$1.87 Million 0.56% of portfolio
11,813
Q1 2024 Reduced 2.24%
$0
$1.81 Million 0.55% of portfolio
3,758
Q1 2024 Added 0.56%
$302B
$1.8 Million 0.54% of portfolio
2,964
Q1 2024 Added 5.82%
$343B
$1.72 Million 0.52% of portfolio
4,473
Q1 2024 Reduced 3.06%

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $331 Million
  • Prior Value $289 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 23 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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