Insight Advisors, LLC Reduced Holdings in Q1 2025

Insight Advisors, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.2K
- 1.91%
$106.98 - $149.43 $342K - $478K
164K $17.8M
AAPL
Apple Inc.

Technology
-762
- 0.8%
$209.68 - $247.1 $160K - $188K
94.2K $20.9M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-50.1K
- 34.38%
$48.29 - $51.95 $2.42M - $2.6M
95.5K $4.71M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.04K
- 22.92%
$222.15 - $428.22 $453K - $873K
6.86K $1.78M
GOOGL
Alphabet Inc.

Communication Services
-516
- 2.03%
$154.33 - $206.19 $79.6K - $106K
24.9K $3.85M
MSFT
Microsoft Corp

Technology
-40
- 0.21%
$375.39 - $447.2 $15K - $17.9K
18.8K $7.04M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-15.6K
- 38.21%
$47.4 - $50.24 $737K - $782K
25.2K $1.22M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.7K
- 3.59%
$36.64 - $45.76 $99K - $124K
72.5K $2.71M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.95K
- 64.27%
$97.38 - $104.52 $579K - $622K
3.31K $333K
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.6K
- 39.06%
$50.29 - $50.5 $583K - $586K
18.1K $910K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-9.82K
- 63.52%
$48.02 - $53.02 $472K - $521K
5.64K $277K
BX
Blackstone Inc.

Financial Services
-45
- 0.3%
$136.53 - $186.74 $6.14K - $8.4K
14.8K $2.06M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.53K
- 6.9%
$59.78 - $60.03 $390K - $392K
88.1K $5.29M
MRK
Merck & Co., Inc.

Healthcare
-1.14K
- 4.69%
$83.01 - $101.02 $94.5K - $115K
23.2K $2.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.64K
- 9.79%
$92.45 - $106.69 $151K - $175K
15.1K $1.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.41K
- 18.29%
$24.91 - $29.02 $185K - $215K
33.1K $828K
VIG
Vanguard Dividend Appreciation

ETFs
-1.58K
- 12.73%
N/A
10.8K $1.98M
NVO
Novo Nordisk A S

Healthcare
-2K
- 29.29%
$69.3 - $90.95 $139K - $182K
4.83K $335K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.35K
- 8.95%
$64.88 - $72.1 $152K - $169K
23.8K $1.56M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-4.23K
- 39.73%
$61.2 - $68.24 $259K - $288K
6.41K $428K
BUG
Global X Fds Cybersecurity ETF

ETFs
-7.93K
- 29.68%
$31.56 - $36.78 $250K - $292K
18.8K $617K
AOA
Ishares Tr Core Aggressive All

ETFs
-2.74K
- 20.72%
$75.7 - $80.01 $207K - $219K
10.5K $800K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-4.41K
- 26.57%
$32.96 - $44.43 $145K - $196K
12.2K $412K
AXP
American Express CO

Financial Services
-126
- 2.1%
$255.39 - $325.87 $32.2K - $41.1K
5.88K $1.58M
ARKW
Ark Next Generation Internet E

ETFs
-1.5K
- 36.25%
$91.59 - $125.64 $137K - $188K
2.64K $254K
FINX
Global X Fds Fintech ETF (De)

ETFs
-4.36K
- 23.27%
$27.43 - $33.5 $120K - $146K
14.4K $398K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-4.19K
- 19.76%
$31.63 - $35.22 $133K - $148K
17K $543K
CLOU
Global X Fds Cloud Computing E

ETFs
-4.52K
- 15.75%
$21.07 - $26.34 $95.2K - $119K
24.2K $512K
HD
Home Depot, Inc.

Consumer Cyclical
-215
- 5.73%
$347.25 - $424.87 $74.7K - $91.3K
3.54K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-177
- 5.79%
$333.37 - $384.99 $59K - $68.1K
2.88K $960K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.5K
- 23.0%
$91.76 - $103.26 $137K - $154K
5.01K $461K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.36K
- 23.52%
$106.44 - $113.12 $145K - $154K
4.43K $479K
FV
First Trust Dorsey Wright Focu

ETFs
-1.14K
- 7.32%
$53.91 - $63.03 $61.6K - $72K
14.5K $793K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-895
- 23.22%
$162.48 - $175.37 $145K - $157K
2.96K $509K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-489
- 5.25%
$122.03 - $134.83 $59.7K - $65.9K
8.82K $1.08M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.09K
- 17.25%
$47.25 - $67.02 $51.5K - $73.1K
5.23K $255K
VB
Vanguard Small Cap ETF

ETFs
-283
- 13.13%
$217.89 - $252.64 $61.7K - $71.5K
1.87K $415K
IWM
Ishares Russell 2000 ETF

ETFs
-179
- 5.92%
$198.1 - $229.79 $35.5K - $41.1K
2.85K $570K
ORCL
Oracle Corp

Technology
-115
- 3.75%
$139.81 - $186.47 $16.1K - $21.4K
2.96K $413K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.36K
- 12.13%
$44.41 - $45.98 $105K - $109K
17.1K $779K
VOT
Vanguard Mid Cap Growth Index

ETFs
-40
- 0.47%
$237.72 - $276.98 $9.51K - $11.1K
8.52K $2.08M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-4.52K
- 11.76%
$21.73 - $23.02 $98.2K - $104K
33.9K $761K
CLX
Clorox CO

Consumer Defensive
-212
- 5.58%
$141.76 - $162.89 $30.1K - $34.5K
3.59K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-56
- 0.79%
$102.49 - $119.96 $5.74K - $6.72K
7.07K $735K
PCT
Pure Cycle Technologies, Inc.

Industrials
-2.6K
- 12.66%
$6.92 - $10.9 $18K - $28.3K
17.9K $125K
VBR
Vanguard Small Cap Value ETF

ETFs
-18
- 0.31%
$183.02 - $207.75 $3.29K - $3.74K
5.84K $1.08M
AMP
Ameriprise Financial Inc

Financial Services
-25
- 1.87%
$472.29 - $575.13 $11.8K - $14.4K
1.32K $636K
UNH
Unitedhealth Group Inc

Healthcare
-185
- 16.07%
$461.52 - $548.18 $85.4K - $101K
966 $505K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.03K
- 20.69%
$76.94 - $78.24 $78.9K - $80.3K
3.93K $307K
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
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email