Insight Advisors, LLC Portfolio Holdings

Insight Advisors, LLC

  • $372 Million
  • Q3 2024

Insight Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.5M, Nvidia Corp with a value of $20.9M, Spdr S&P 500 ETF Trust with a value of $13M, Amazon Com Inc with a value of $8.95M, and Wisdomtree Tr Us Quality Divid with a value of $8.39M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $351M to 372M.

Insight Advisors, LLC is based out at Newtown, PA

Below you can find more details about Insight Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $372 Million
ETFs: $205 Million
Technology: $69 Million
Financial Services: $22.1 Million
Consumer Cyclical: $18.6 Million
Communication Services: $17.3 Million
Healthcare: $11.7 Million
Consumer Defensive: $9.94 Million
Industrials: $8.7 Million
Other: $6.45 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Million 3.48% of portfolio
22,588
Q3 2024 Added 18.24%
$0
$8.39 Million 2.25% of portfolio
100,862
Q3 2024 Added 22.69%
$0
$7.11 Million 1.91% of portfolio
158,962
Q3 2024 Added 18.54%
$0
$6.67 Million 1.79% of portfolio
136,403
Q3 2024 Added 8.31%
$0
$6.36 Million 1.71% of portfolio
124,881
Q3 2024 Added 26.71%
$0
$6.03 Million 1.62% of portfolio
15,704
Q3 2024 Added 0.21%
$0
$5.98 Million 1.61% of portfolio
159,203
Q3 2024 Reduced 10.9%
$0
$5.82 Million 1.56% of portfolio
97,243
Q3 2024 Added 2.02%
$0
$4.58 Million 1.23% of portfolio
100,250
Q3 2024 Added 681.49%
$0
$4.54 Million 1.22% of portfolio
9,299
Q3 2024 Added 2.39%
$0
$4.37 Million 1.17% of portfolio
8,284
Q3 2024 Added 6.4%
$0
$4.13 Million 1.11% of portfolio
71,423
Q3 2024 Reduced 6.73%
$0
$4.13 Million 1.11% of portfolio
48,862
Q3 2024 Added 20.12%
$0
$4.03 Million 1.08% of portfolio
79,464
Q3 2024 Added 39.16%
$0
$3.89 Million 1.05% of portfolio
6,747
Q3 2024 Added 0.06%
$0
$3.61 Million 0.97% of portfolio
77,513
Q3 2024 Reduced 3.21%
$0
$3.1 Million 0.83% of portfolio
143,822
Q3 2024 Added 5.72%
$0
$2.92 Million 0.78% of portfolio
4,971
Q3 2024 Added 1.99%
$0
$2.84 Million 0.76% of portfolio
63,005
Q3 2024 Added 23.23%
$0
$2.84 Million 0.76% of portfolio
15,570
Q3 2024 Reduced 20.87%
$0
$2.69 Million 0.72% of portfolio
81,445
Q3 2024 Added 5.56%
$0
$2.58 Million 0.69% of portfolio
134,208
Q3 2024 Added 0.33%
$0
$2.43 Million 0.65% of portfolio
38,696
Q3 2024 Reduced 6.94%
$0
$2.19 Million 0.59% of portfolio
35,173
Q3 2024 Added 239.87%
$0
$2.09 Million 0.56% of portfolio
8,575
Q3 2024 Added 0.48%
$0
$2.09 Million 0.56% of portfolio
66,048
Q3 2024 Added 23.61%
$0
$2.01 Million 0.54% of portfolio
37,355
Q3 2024 Added 5.55%
$0
$2 Million 0.54% of portfolio
7,463
Q3 2024 Added 2.56%
$0
$1.91 Million 0.51% of portfolio
17,477
Q3 2024 Added 19.58%
$0
$1.91 Million 0.51% of portfolio
36,154
Q3 2024 Reduced 4.07%
$0
$1.7 Million 0.46% of portfolio
10,117
Q3 2024 Added 0.04%
$0
$1.73 Million 0.46% of portfolio
51,292
Q3 2024 Added 7.63%
$0
$1.58 Million 0.42% of portfolio
16,517
Q3 2024 Added 0.21%
$0
$1.54 Million 0.41% of portfolio
14,771
Q3 2024 Reduced 25.04%
$0
$1.53 Million 0.41% of portfolio
25,488
Q3 2024 Reduced 35.97%
$0
$1.48 Million 0.4% of portfolio
13,841
Q3 2024 Reduced 27.8%
$0
$1.49 Million 0.4% of portfolio
14,098
Q3 2024 New
$0
$1.47 Million 0.39% of portfolio
21,774
Q3 2024 Added 2.79%
$0
$1.34 Million 0.36% of portfolio
11,313
Q3 2024 Added 4.1%
$0
$1.3 Million 0.35% of portfolio
28,569
Q3 2024 Added 1.58%
$0
$1.28 Million 0.34% of portfolio
25,432
Q3 2024 Added 11.55%
$0
$1.22 Million 0.33% of portfolio
9,811
Q3 2024 Added 1.79%
$0
$1.23 Million 0.33% of portfolio
26,848
Q3 2024 Added 35.49%
$0
$1.19 Million 0.32% of portfolio
43,576
Q3 2024 Added 17.61%
$0
$1.18 Million 0.32% of portfolio
5,864
Q3 2024 Reduced 0.41%
$0
$1.18 Million 0.32% of portfolio
3,672
Q3 2024 Reduced 0.35%
$0
$1.17 Million 0.31% of portfolio
6,518
Q3 2024 Reduced 2.8%
$0
$1.12 Million 0.3% of portfolio
16,036
Q3 2024 Added 2.85%
$0
$1.14 Million 0.3% of portfolio
27,583
Q3 2024 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $372 Million
  • Prior Value $351 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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