Insight Advisors, LLC Portfolio Holdings by Sector
Insight Advisors, LLC
- $412 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY DGRW AGGY WTV QQQ VUG JMST VOO 136 stocks |
$228,224
55.85% of portfolio
|
61
|
64
|
4
|
- |
0
Calls
1
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD INTC QCOM TSM MU MRVL 8 stocks |
$42,962
10.51% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL AAPL 2 stocks |
$21,358
5.23% of portfolio
|
- |
2
|
- | - |
0
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW PLTR ORCL CRWD 5 stocks |
$14,677
3.59% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$13,122
3.21% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,337
2.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV AMGN AMGN PFE MRK 8 stocks |
$6,698
1.64% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC BAC C 5 stocks |
$6,021
1.47% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX PHYS AMP FSK GAB ETJ EXG ACP 8 stocks |
$5,381
1.32% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4,669
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,121
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V PYPL MA COF 5 stocks |
$3,776
0.92% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$3,547
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F RACE 3 stocks |
$3,545
0.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,542
0.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG ED EXC SO AEP NEE 6 stocks |
$3,005
0.74% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB 4 stocks |
$2,484
0.61% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$2,416
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT GD HWM 4 stocks |
$2,352
0.58% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT DE 3 stocks |
$1,983
0.49% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1,800
0.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG CWEN 2 stocks |
$1,524
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,413
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,387
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER MSTR NOW CRM 4 stocks |
$1,345
0.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ CMG 3 stocks |
$1,306
0.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CWH 1 stocks |
$1,054
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,052
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1,003
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$921
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$730
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$682
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH ORLY 2 stocks |
$680
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
SITE 1 stocks |
$656
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$594
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$551
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$546
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$490
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$467
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$424
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$419
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$418
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON CODI 2 stocks |
$408
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$373
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$358
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UVSP 1 stocks |
$352
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$346
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$317
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$311
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$306
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$298
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$272
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$264
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$237
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$225
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$215
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$209
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$202
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$197
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
INVZ 1 stocks |
$31
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|