Insight Advisors, LLC Reduced Holdings in Q2 2025

Insight Advisors, LLC

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

ETFs
-125K
- 93.81%
$38.54 - $46.0 $4.81M - $5.74M
8.23K $370K
AAPL
Apple Inc.

Technology
-7.49K
- 7.95%
$172.42 - $223.89 $1.29M - $1.68M
86.7K $17.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-54.3K
- 76.09%
$47.46 - $55.3 $2.58M - $3M
17.1K $939K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-61.6K
- 84.95%
$32.0 - $39.87 $1.97M - $2.45M
10.9K $434K
DGRO
Ishares Core Dividend Growth E

ETFs
-11.8K
- 31.3%
$55.22 - $63.94 $652K - $755K
25.9K $1.66M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.1K
- 66.64%
$50.28 - $50.47 $606K - $609K
6.04K $303K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.21K
- 9.32%
$59.8 - $60.07 $491K - $493K
79.9K $4.78M
VIG
Vanguard Dividend Appreciation

ETFs
-2.73K
- 25.15%
N/A
8.12K $1.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-27.2K
- 15.39%
$32.66 - $40.75 $887K - $1.11M
149K $6.05M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-9.49K
- 4.57%
$42.51 - $43.7 $403K - $415K
198K $8.64M
UVSP
Univest Financial Corp

Financial Services
-11.8K
- 50.0%
$25.3 - $31.35 $297K - $368K
11.8K $352K
MRK
Merck & Co., Inc.

Healthcare
-153
- 0.66%
$73.47 - $87.12 $11.2K - $13.3K
23K $1.82M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-13.7K
- 14.81%
$27.79 - $34.16 $381K - $468K
78.8K $2.68M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 3.83%
$274.35 - $599.47 $10.2K - $22.2K
929 $289K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-10.4K
- 42.28%
$13.96 - $16.51 $144K - $171K
14.1K $230K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.32K
- 38.96%
$75.29 - $91.16 $175K - $212K
3.64K $327K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.65K
- 29.16%
$22.27 - $29.21 $215K - $282K
23.4K $684K
CLX
Clorox CO

Consumer Defensive
-192
- 5.36%
$118.01 - $148.69 $22.7K - $28.5K
3.39K $407K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2.28K
- 35.55%
$59.57 - $75.11 $136K - $171K
4.13K $310K
PEP
Pepsico Inc

Consumer Defensive
-33
- 0.57%
$128.02 - $151.37 $4.22K - $5K
5.79K $764K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 0.42%
$157.66 - $172.39 $5.83K - $6.38K
8.85K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
-120
- 4.42%
$285.55 - $321.23 $34.3K - $38.5K
2.59K $757K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.84K
- 5.48%
$32.62 - $33.58 $92.8K - $95.5K
49K $1.65M
BMY
Bristol Myers Squibb CO

Healthcare
-61
- 1.31%
$44.12 - $59.6 $2.69K - $3.64K
4.59K $212K
XLV
Select Sector Spdr Fund Health

ETFs
-174
- 3.77%
$128.77 - $144.3 $22.4K - $25.1K
4.45K $599K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-787
- 2.91%
$38.81 - $44.28 $30.5K - $34.8K
26.3K $1.12M
CVX
Chevron Corp

Energy
-144
- 7.66%
$133.73 - $168.51 $19.3K - $24.3K
1.74K $248K
ABC
Amerisourcebergen Corp

Healthcare
-342
- 25.02%
N/A
1.03K $189K
ABBV
Abb Vie Inc.

Healthcare
-9
- 0.37%
$170.16 - $206.27 $1.53K - $1.86K
2.44K $453K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-523
- 12.45%
$93.63 - $103.68 $49K - $54.2K
3.68K $381K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2.41K
- 7.11%
$21.37 - $22.67 $51.5K - $54.7K
31.5K $710K
OXY
Occidental Petroleum Corp

Energy
-262
- 4.86%
$36.11 - $49.33 $9.46K - $12.9K
5.13K $215K
PCAR
Paccar Inc

Industrials
-328
- 4.45%
$86.4 - $99.09 $28.3K - $32.5K
7.04K $668K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.11K
- 4.86%
$12.21 - $13.9 $25.7K - $29.3K
41.3K $538K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.24K
- 4.81%
$25.27 - $27.14 $56.6K - $60.8K
44.3K $1.2M
T
At&T Inc.

Communication Services
-1.74K
- 16.69%
$26.33 - $28.94 $45.9K - $50.5K
8.71K $251K
V
Visa Inc.

Financial Services
-148
- 6.87%
$308.27 - $373.31 $45.6K - $55.2K
2.01K $711K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.54K
- 12.1%
$24.98 - $25.66 $38.4K - $39.4K
11.2K $285K
HD
Home Depot, Inc.

Consumer Cyclical
-93
- 2.63%
$335.24 - $380.78 $31.2K - $35.4K
3.44K $1.26M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-219
- 7.4%
$157.93 - $175.89 $34.6K - $38.5K
2.74K $478K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-53
- 7.22%
$430.72 - $497.52 $22.8K - $26.4K
681 $306K
USRT
Ishares Core U.S. Reit ETF

ETFs
-423
- 3.81%
$50.37 - $57.97 $21.3K - $24.5K
10.7K $603K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-253
- 5.71%
$95.52 - $109.98 $24.2K - $27.8K
4.18K $452K
CL
Colgate Palmolive CO

Consumer Defensive
-119
- 2.25%
$87.57 - $96.0 $10.4K - $11.4K
5.17K $469K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-343
- 3.89%
$110.2 - $126.21 $37.8K - $43.3K
8.48K $1.06M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-647
- 3.8%
$28.02 - $32.37 $18.1K - $20.9K
16.4K $520K
ACN
Accenture PLC

Technology
-7
- 0.5%
$279.23 - $323.21 $1.95K - $2.26K
1.4K $416K
NVO
Novo Nordisk A S

Healthcare
-247
- 5.12%
$58.08 - $81.05 $14.3K - $20K
4.58K $316K
CRM
Salesforce, Inc.

Technology
-86
- 8.5%
$236.26 - $291.15 $20.3K - $25K
926 $252K
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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