Insight Advisors, LLC Incresed Positions in Q1 2025

Insight Advisors, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
25.3K
+ 23.1%
$78.0 - $84.37 $1.98M - $2.14M
135K $10.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.1K
+ 15.56%
$27.01 - $28.54 $706K - $746K
194K $5.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.69K
+ 9.56%
$551.42 - $612.93 $1.48M - $1.65M
30.8K $17.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
15.4K
+ 8.0%
$42.36 - $43.8 $652K - $674K
208K $8.99M
IHDG
Wisdomtree Tr

ETFs
13.6K
+ 11.38%
$43.71 - $47.51 $594K - $646K
133K $5.83M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
11.5K
+ 14.25%
$29.06 - $32.62 $335K - $376K
92.5K $2.94M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
11.1K
+ 14.15%
$42.64 - $44.05 $474K - $490K
89.7K $3.93M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.19K
+ 19.23%
$97.25 - $104.79 $407K - $439K
26K $2.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 16.59%
$507.05 - $563.67 $737K - $819K
10.2K $5.22M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.3K
+ 25.28%
$106.46 - $114.75 $457K - $493K
21.3K $2.36M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
9.52K
+ 10.92%
$29.72 - $31.94 $283K - $304K
96.6K $2.99M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.25K
+ 8.85%
$50.39 - $50.66 $315K - $317K
76.9K $3.89M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
3.34K
+ 2.43%
$18.75 - $20.77 $62.6K - $69.4K
141K $2.92M
UVSP
Univest Financial Corp

Financial Services
11.8K
+ 100.0%
$27.52 - $31.63 $323K - $372K
23.5K $673K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
21.5K
+ 56.84%
$14.31 - $14.8 $307K - $318K
59.2K $857K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
5.74K
+ 17.8%
N/A
38K $1.74M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.95K
+ 4.52%
$50.72 - $50.92 $251K - $252K
114K $5.81M
LLY
Eli Lilly & CO

Healthcare
244
+ 28.27%
$725.72 - $929.72 $177K - $227K
1.11K $914K
JNJ
Johnson & Johnson

Healthcare
63
+ 0.57%
$142.06 - $167.7 $8.95K - $10.6K
11.1K $1.84M
GLD
Spdr Gold Trust

ETFs
539
+ 29.1%
$243.19 - $288.14 $131K - $155K
2.39K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.81K
+ 39.9%
$126.11 - $135.06 $228K - $244K
6.33K $807K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.06K
+ 23.14%
$27.64 - $28.52 $195K - $201K
37.6K $1.07M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.2K
+ 100.0%
$16.18 - $17.82 $198K - $218K
24.5K $412K
V
Visa Inc.

Financial Services
345
+ 19.08%
$306.92 - $362.71 $106K - $125K
2.15K $754K
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 2.62%
$890.62 - $1076.86 $76.6K - $92.6K
3.37K $3.19M
UBER
Uber Technologies, Inc

Technology
1.3K
+ 28.58%
$63.17 - $81.49 $82.2K - $106K
5.85K $426K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
5.81K
+ 24.43%
$23.29 - $23.9 $135K - $139K
29.6K $704K
XOM
Exxon Mobil Corp

Energy
391
+ 4.59%
$105.44 - $118.93 $41.2K - $46.5K
8.91K $1.06M
PLTR
Palantir Technologies Inc.

Technology
949
+ 14.34%
$64.98 - $124.62 $61.7K - $118K
7.57K $638K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.85K
+ 7.3%
$53.6 - $58.97 $260K - $286K
71.3K $3.88M
IVV
Ishares Core S&P 500 ETF

ETFs
580
+ 8.6%
$554.06 - $615.85 $321K - $357K
7.33K $4.09M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
613
+ 4.16%
$56.44 - $64.13 $34.6K - $39.3K
15.3K $953K
AGZ
Ishares Agency Bond ETF

ETFs
837
+ 6.89%
$107.46 - $109.48 $89.9K - $91.6K
13K $1.42M
PM
Philip Morris International Inc.

Consumer Defensive
40
+ 1.73%
$117.15 - $158.79 $4.69K - $6.35K
2.35K $373K
FSIG
First Tr ETF Iv LTD Duration I
4.47K
+ 3.4%
$18.74 - $19.04 $83.7K - $85.1K
136K $2.57M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.58K
+ 24.11%
$39.43 - $44.62 $62.3K - $70.5K
8.13K $352K
IBND
Spdr Bloomberg International C

ETFs
1.28K
+ 3.34%
$27.72 - $29.79 $35.4K - $38K
39.4K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
235
+ 4.98%
$225.19 - $279.95 $52.9K - $65.8K
4.96K $1.22M
SLV
I Shares Silver Trust

ETFs
50
+ 0.29%
$26.93 - $31.32 $1.35K - $1.57K
17.5K $542K
ABBV
Abb Vie Inc.

Healthcare
27
+ 1.11%
$169.2 - $216.66 $4.57K - $5.85K
2.45K $513K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.45K
+ 2.88%
$32.5 - $33.3 $47.1K - $48.3K
51.9K $1.72M
T
At&T Inc.

Communication Services
338
+ 3.34%
$21.56 - $28.28 $7.29K - $9.56K
10.4K $295K
XLE
Energy Sector Spdr

ETFs
177
+ 2.48%
$85.7 - $93.96 $15.2K - $16.6K
7.3K $674K
KMB
Kimberly Clark Corp

Consumer Defensive
210
+ 7.32%
$124.46 - $147.4 $26.1K - $31K
3.08K $437K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.99K
+ 4.47%
$26.64 - $27.14 $53.1K - $54.1K
46.5K $1.25M
CVX
Chevron Corp

Energy
94
+ 5.26%
$146.71 - $167.97 $13.8K - $15.8K
1.88K $314K
CEG
Constellation Energy Corp

Utilities
526
+ 19.91%
$202.21 - $347.44 $106K - $183K
3.17K $650K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 4.02%
$1187.71 - $1432.58 $8.31K - $10K
181 $259K
GNOM
Global X Fds Genomics & Biotec

ETFs
11.2K
+ 38.24%
$8.33 - $10.29 $93K - $115K
40.4K $336K
Activity Summary
Buys All Purchases 138 New Holdings 13 Increased Positions 125 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 1
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