Insight Advisors, LLC Portfolio Holdings by Sector
Insight Advisors, LLC
- $331 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY FTSM DGRW VUG USMF COWZ VIG SPDW 154 stocks |
$171,588
52.64% of portfolio
|
  67  
|
  71  
|
  8  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA NVDA AVGO AMD QCOM MRVL MU 7 stocks |
$30,789
9.45% of portfolio
|
  5  
|
  2  
|
  3  
|
- |
1
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL AAPL 2 stocks |
$19,007
5.83% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
1
Puts
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE CRWD PLTR 6 stocks |
$10,671
3.27% of portfolio
|
  6  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN PDD OSTK 3 stocks |
$9,446
2.9% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$8,417
2.58% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK JNJ PFE LLY AMGN ABBV BMY 7 stocks |
$8,043
2.47% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX PHYS AMP FSK GAB EXG ETJ 7 stocks |
$4,449
1.36% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC JPM BAC C 4 stocks |
$3,649
1.12% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,604
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F TSLA 3 stocks |
$3,566
1.09% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$3,384
1.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3,383
1.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP PYPL V MA 4 stocks |
$2,923
0.9% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB 4 stocks |
$2,904
0.89% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Services | Communication Services
IGLD 1 stocks |
$2,668
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CWH 1 stocks |
$2,597
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG ED EXC SO AEP 5 stocks |
$2,332
0.72% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR DE CAT 3 stocks |
$2,297
0.7% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,198
0.67% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD DPZ CMG SBUX 4 stocks |
$2,126
0.65% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX GD BA 4 stocks |
$1,941
0.6% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,715
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN BBAI 3 stocks |
$1,639
0.5% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,500
0.46% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1,463
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM UBER 2 stocks |
$1,058
0.32% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,032
0.32% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
SITE 1 stocks |
$891
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG CWEN 2 stocks |
$887
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$878
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
BAH 1 stocks |
$787
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON CODI 2 stocks |
$762
0.23% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$752
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$664
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
UVSP NYCB 2 stocks |
$631
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO AGEN 2 stocks |
$551
0.17% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX PPSI 2 stocks |
$544
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$533
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC CAH 2 stocks |
$510
0.16% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX INDI 2 stocks |
$507
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$505
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$503
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$498
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$471
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$453
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$444
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$405
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$398
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$336
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
SMCI 1 stocks |
$328
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$305
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$293
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$270
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$253
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$221
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$209
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$205
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$202
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$144
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$130
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$78
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
PLBY 1 stocks |
$39
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|