Insight Advisors, LLC Reduced Holdings in Q4 2024

Insight Advisors, LLC

  • $380 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-15.5K
- 12.42%
$50.67 - $50.9 $786K - $790K
109K $5.55M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-27.8K
- 71.34%
$25.25 - $26.34 $701K - $731K
11.2K $282K
VIG
Vanguard Dividend Appreciation

ETFs
-3.14K
- 20.15%
N/A
12.4K $2.26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.59K
- 33.15%
$99.2 - $108.47 $455K - $498K
9.25K $921K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-9.24K
- 36.24%
$59.58 - $63.93 $550K - $590K
16.3K $994K
INTC
Intel Corp

Technology
-13.1K
- 17.64%
$19.07 - $26.23 $249K - $343K
61K $1.22M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-6.45K
- 4.48%
$18.62 - $22.39 $120K - $144K
137K $2.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.85K
- 11.14%
$50.37 - $50.6 $446K - $448K
70.6K $3.56M
MRK
Merck & Co., Inc.

Healthcare
-473
- 1.91%
$96.31 - $114.76 $45.6K - $54.3K
24.3K $2.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.94K
- 6.92%
$56.06 - $61.35 $277K - $303K
66.5K $3.75M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.35K
- 36.59%
$79.93 - $88.06 $268K - $295K
5.81K $464K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-8.33K
- 47.92%
$34.83 - $38.05 $290K - $317K
9.06K $319K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.87K
- 27.51%
$50.53 - $55.55 $297K - $326K
15.5K $788K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.33K
- 3.01%
$43.84 - $48.76 $102K - $114K
75.2K $3.31M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.18K
- 23.02%
$62.71 - $68.47 $199K - $218K
10.6K $669K
FTLS
First Tr Long/Short Equity ETF

ETFs
-4.83K
- 28.96%
$63.1 - $67.29 $305K - $325K
11.8K $779K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-1.89K
- 2.62%
$20.06 - $25.14 $37.9K - $47.5K
70.2K $1.48M
JNJ
Johnson & Johnson

Healthcare
-169
- 1.51%
$143.34 - $165.86 $24.2K - $28K
11K $1.59M
DJP
Barclays Bank PLC

ETFs
-6.11K
- 32.24%
N/A
12.8K $414K
VTV
Vanguard Value ETF

ETFs
-507
- 2.57%
$168.32 - $181.87 $85.3K - $92.2K
19.2K $3.25M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
-5.94K
- 26.75%
$26.89 - $28.04 $160K - $167K
16.3K $438K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-281
- 3.27%
$442.29 - $483.08 $124K - $136K
8.32K $3.77M
FV
First Trust Dorsey Wright Focu

ETFs
-3.34K
- 17.63%
$57.47 - $62.82 $192K - $210K
15.6K $922K
FINX
Global X Fds Fintech ETF (De)

ETFs
-8.31K
- 30.71%
$27.48 - $34.32 $228K - $285K
18.7K $585K
LLY
Eli Lilly & CO

Healthcare
-82
- 8.68%
$727.2 - $932.06 $59.6K - $76.4K
863 $666K
LMT
Lockheed Martin Corp

Industrials
-52
- 3.56%
$479.66 - $614.62 $24.9K - $32K
1.41K $684K
BUG
Global X Fds Cybersecurity ETF

ETFs
-6.46K
- 19.45%
$30.13 - $34.51 $194K - $223K
26.7K $857K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.64K
- 2.71%
$59.74 - $60.03 $158K - $158K
94.6K $5.65M
XLV
Select Sector Spdr Fund Health

ETFs
-525
- 10.15%
$136.28 - $154.74 $71.5K - $81.2K
4.65K $639K
PEP
Pepsico Inc

Consumer Defensive
-276
- 4.35%
$151.29 - $176.1 $41.8K - $48.6K
6.07K $923K
BOTZ
Global X Fds

ETFs
-4.62K
- 40.54%
$31.11 - $34.18 $144K - $158K
6.78K $216K
UNH
Unitedhealth Group Inc

Healthcare
-82
- 6.65%
$485.52 - $625.25 $39.8K - $51.3K
1.15K $582K
AMGN
Amgen Inc

Healthcare
-46
- 2.29%
$258.78 - $328.31 $11.9K - $15.1K
1.96K $511K
EDOC
Global X Fds Telemedicine & Di

ETFs
-12.8K
- 44.47%
$9.37 - $10.53 $120K - $135K
16K $157K
CWEN
Clearway Energy, Inc.

Utilities
-1.17K
- 6.64%
$25.71 - $30.74 $30K - $35.9K
16.4K $426K
VZ
Verizon Communications Inc

Communication Services
-503
- 2.75%
$39.6 - $45.21 $19.9K - $22.7K
17.8K $711K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-3K
- 17.39%
$22.66 - $27.11 $67.9K - $81.2K
14.2K $335K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.09K
- 21.25%
$90.66 - $99.46 $99.1K - $109K
4.05K $368K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 11.63%
$501.29 - $612.85 $37.6K - $46K
570 $296K
DGRO
Ishares Core Dividend Growth E

ETFs
-783
- 2.02%
$60.73 - $64.94 $47.6K - $50.8K
37.9K $2.33M
SITE
Site One Landscape Supply, Inc.

Industrials
-4
- 0.08%
$131.3 - $156.31 $525 - $625
5.1K $672K
FSIG
First Tr ETF Iv LTD Duration I
-2.89K
- 2.15%
$18.8 - $19.23 $54.3K - $55.5K
131K $2.48M
XLE
Energy Sector Spdr

ETFs
-913
- 11.36%
$83.32 - $97.27 $76.1K - $88.8K
7.13K $610K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-607
- 2.12%
$43.02 - $47.32 $26.1K - $28.7K
28K $1.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
-334
- 2.48%
$57.29 - $63.1 $19.1K - $21.1K
13.1K $754K
HON
Honeywell International Inc

Industrials
-547
- 27.32%
$202.84 - $236.0 $111K - $129K
1.46K $328K
UVSP
Univest Financial Corp

Financial Services
-3.5K
- 22.95%
$26.85 - $32.21 $94K - $113K
11.8K $346K
PEG
Public Service Enterprise Group Inc

Utilities
-14
- 0.08%
$81.87 - $94.51 $1.15K - $1.32K
17K $1.44M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-884
- 1.72%
$32.65 - $33.68 $28.9K - $29.8K
50.4K $1.65M
Activity Summary
Buys All Purchases 114 New Holdings 11 Increased Positions 103 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 3
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