Insight Advisors, LLC Purchases in Q2 2025

Insight Advisors, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.33K
+ 8.53%
$16.58 - $24.56 $38.6K - $57.2K
29.6K $727K
PAVE
Global X Fds Us Infrastructure

ETFs
270
+ 0.95%
$33.78 - $43.68 $9.12K - $11.8K
28.7K $1.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.07%
$320.42 - $424.58 $641 - $849
2.71K $1.15M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.77K
+ 4.6%
$42.54 - $50.99 $75.1K - $90K
40.1K $2.04M
GNOM
Global X Fds Genomics & Biotec

ETFs
19.3K
+ 47.87%
$6.97 - $8.49 $135K - $164K
59.7K $503K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
941
+ 0.67%
$19.73 - $22.32 $18.6K - $21K
142K $3.08M
UBER
Uber Technologies, Inc

Technology
85
+ 1.45%
$64.62 - $93.3 $5.49K - $7.93K
5.94K $554K
MSTR
Microstrategy Inc

Technology
22
+ 2.32%
$237.95 - $421.61 $5.23K - $9.28K
970 $392K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.43K
+ 6.38%
N/A
40.4K $1.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
537
+ 7.6%
$90.56 - $109.49 $48.6K - $58.8K
7.61K $831K
XLG
Invesco Exchange Traded Fd Tr

ETFs
612
+ 6.76%
$40.94 - $52.1 $25.1K - $31.9K
9.66K $503K
CAT
Caterpillar Inc

Industrials
2
+ 0.14%
$273.94 - $388.21 $548 - $776
1.45K $562K
ITA
Ishares Tr

ETFs
2
+ 0.08%
$135.31 - $188.64 $271 - $377
2.36K $444K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.02%
$54.19 - $67.22 $163 - $202
13.1K $881K
FSIG
First Tr ETF Iv LTD Duration I
2.95K
+ 2.17%
$18.77 - $19.14 $55.4K - $56.5K
139K $2.65M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
3.58K
+ 6.04%
$13.21 - $14.85 $47.3K - $53.1K
62.8K $932K
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 1.42%
$243.75 - $303.93 $7.07K - $8.81K
2.07K $628K
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 2.85%
$149.23 - $184.95 $10K - $12.4K
2.42K $440K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.03%
$152.93 - $181.74 $306 - $363
6.5K $1.18M
RS
Reliance Steel & Aluminum CO

Basic Materials
13
+ 0.62%
$262.08 - $316.81 $3.41K - $4.12K
2.11K $662K
VEA
Vanguard Ftse Developed Market

ETFs
15
+ 0.17%
$45.65 - $57.01 $685 - $855
9.09K $518K
LLY
Eli Lilly & CO

Healthcare
127
+ 11.47%
$713.71 - $898.95 $90.6K - $114K
1.23K $961K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.05%
$104.34 - $138.68 $104 - $139
2.07K $287K
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.27%
$53.19 - $69.38 $745 - $971
5.18K $359K
AGNC
Agnc Investment Corp.

Real Estate
5K
+ 32.97%
$8.12 - $9.49 $40.6K - $47.5K
20.2K $185K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 0.27%
$34.72 - $42.74 $868 - $1.07K
9.4K $401K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.01%
$77.13 - $84.18 $77.1 - $84.2
17K $1.43M
CWEN
Clearway Energy, Inc.

Utilities
48
+ 0.3%
$26.74 - $32.22 $1.28K - $1.55K
16K $511K
QCOM
Qualcomm Inc

Technology
63
+ 1.84%
$124.66 - $159.48 $7.85K - $10K
3.49K $555K
FTHI
First Trust Exchange Traded Fd

ETFs
170
+ 0.87%
$19.66 - $22.85 $3.34K - $3.88K
19.7K $450K
IEFA
Ishares Tr

ETFs
7
+ 0.2%
$67.83 - $84.09 $475 - $589
3.47K $289K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.2%
$166.82 - $194.23 $834 - $971
2.49K $483K
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.18%
$90.17 - $109.96 $361 - $440
2.29K $251K
ELD
Wisdomtree Emerging Local Debt

ETFs
2
+ 0.02%
$25.49 - $27.97 $51 - $55.9
11K $306K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
2.1K
+ 15.79%
$0.51 - $1.64 $1.07K - $3.44K
15.4K $25K
FTCS
First Trust Capital Strength E

ETFs
103
+ 3.06%
$81.6 - $92.39 $8.4K - $9.52K
3.47K $315K
FSK
Fs Kkr Capital Corp

Financial Services
950
+ 4.48%
$17.95 - $21.5 $17.1K - $20.4K
22.1K $459K
PINK
Simplify Exchange Traded Fds S

ETFs
9
+ 0.07%
$26.92 - $30.05 $242 - $270
13.2K $397K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
250
+ 2.25%
$7.81 - $9.04 $1.95K - $2.26K
11.4K $102K
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.31%
$119.13 - $135.03 $1.19K - $1.35K
3.25K $401K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9
+ 0.05%
$44.68 - $45.96 $402 - $414
17.1K $783K
CI
Cigna Corp

Healthcare
6
+ 0.87%
$301.89 - $340.04 $1.81K - $2.04K
695 $229K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2
+ 0.05%
$77.74 - $78.78 $155 - $158
3.94K $309K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3
+ 0.06%
$72.02 - $73.82 $216 - $221
5.16K $379K
DVY
Ishares Tr

ETFs
7
+ 0.33%
$118.37 - $134.86 $829 - $944
2.1K $278K
BAH
Booz Allen Hamilton Holding Corp

Industrials
28
+ 0.51%
$99.97 - $129.69 $2.8K - $3.63K
5.47K $569K
Litman Gregory Fds Tr
13K
New
N/A
13K $0
QTUM
ETF Ser Solutions Defiance Qua
240
+ 2.68%
N/A
9.21K $0
SHAG
Wisdomtree Yield Enhanced U.S.
49
+ 0.3%
N/A
16.3K $0
Activity Summary
Buys All Purchases 125 New Holdings 25 Increased Positions 100 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 5
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