Insight Advisors, LLC Portfolio Holdings

Insight Advisors, LLC

  • $359 Million
  • Q1 2025

Insight Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Million distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.9M, Nvidia Corp with a value of $17.8M, Spdr S&P 500 ETF Trust with a value of $17.2M, Wisdomtree Tr Us Quality Divid with a value of $10.7M, and Amazon Com Inc with a value of $9.27M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $380M to 359M.

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 $359 Million
ETFs: $204 Million
Technology: $63.7 Million
Financial Services: $21.1 Million
Consumer Cyclical: $17.1 Million
Communication Services: $16.6 Million
Consumer Defensive: $9.84 Million
Healthcare: $8.84 Million
Industrials: $7.37 Million
Other: $6.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$239B
$1.73 Million 0.48% of portfolio
24,073
Q1 2025 Added 0.52%
$0
$1.72 Million 0.48% of portfolio
51,858
Q1 2025 Added 2.88%
$50.9B
$1.66 Million 0.46% of portfolio
9,741
Q1 2025 Added 0.51%
$191B
$1.58 Million 0.44% of portfolio
5,882
Q1 2025 Reduced 2.1%
$0
$1.6 Million 0.44% of portfolio
10,035
Q1 2025 Reduced 0.57%
$0
$1.56 Million 0.43% of portfolio
23,847
Q1 2025 Reduced 8.95%
$257B
$1.52 Million 0.42% of portfolio
17,284
Q1 2025 Reduced 0.05%
$401B
$1.51 Million 0.42% of portfolio
8,887
Q1 2025 Reduced 0.43%
$0
$1.42 Million 0.4% of portfolio
12,988
Q1 2025 Added 6.89%
$0
$1.4 Million 0.39% of portfolio
15,081
Q1 2025 Reduced 9.79%
$41.7B
$1.4 Million 0.39% of portfolio
17,010
Q1 2025 Added 0.01%
$83.4B
$1.32 Million 0.37% of portfolio
58,246
Q1 2025 Reduced 4.54%
$214B
$1.32 Million 0.37% of portfolio
5,304
Q1 2025 Reduced 1.87%
$366B
$1.3 Million 0.36% of portfolio
3,536
Q1 2025 Reduced 5.73%
$0
$1.29 Million 0.36% of portfolio
53,997
Q1 2025 Reduced 0.23%
$0
$1.25 Million 0.35% of portfolio
46,544
Q1 2025 Added 4.47%
$0
$1.22 Million 0.34% of portfolio
25,164
Q1 2025 Reduced 38.21%
$688B
$1.22 Million 0.34% of portfolio
4,958
Q1 2025 Added 4.98%
$0
$1.18 Million 0.33% of portfolio
27,061
Q1 2025 Reduced 3.22%
$0
$1.18 Million 0.33% of portfolio
17,427
Q1 2025 Added 10.19%
$0
$1.17 Million 0.32% of portfolio
39,428
Q1 2025 Added 3.34%
$518M
$1.16 Million 0.32% of portfolio
70,505
Q1 2025 Added 0.4%
$0
$1.12 Million 0.31% of portfolio
6,495
Q1 2025 Added 0.19%
$0
$1.12 Million 0.31% of portfolio
3,623
Q1 2025 Added 0.19%
$0
$1.07 Million 0.3% of portfolio
28,469
Q1 2025 Added 0.47%
$0
$1.08 Million 0.3% of portfolio
8,823
Q1 2025 Reduced 5.25%
$0
$1.07 Million 0.3% of portfolio
37,596
Q1 2025 Added 23.14%
$0
$1.08 Million 0.3% of portfolio
5,841
Q1 2025 Reduced 0.31%
$431B
$1.06 Million 0.3% of portfolio
8,913
Q1 2025 Added 4.59%
$0
$974,000 0.27% of portfolio
2,703
Q1 2025 Added 0.04%
$0
$953,000 0.27% of portfolio
15,339
Q1 2025 Added 4.16%
$0
$960,000 0.27% of portfolio
2,878
Q1 2025 Reduced 5.79%
$294B
$945,000 0.26% of portfolio
22,651
Q1 2025 Added 0.44%
$0
$910,000 0.25% of portfolio
18,094
Q1 2025 Reduced 39.06%
$717B
$914,000 0.25% of portfolio
1,107
Q1 2025 Added 28.27%
$202B
$873,000 0.24% of portfolio
5,824
Q1 2025 Reduced 4.12%
$0
$857,000 0.24% of portfolio
59,248
Q1 2025 Added 56.84%
$233B
$847,000 0.24% of portfolio
2,712
Q1 2025 Reduced 1.53%
$0
$828,000 0.23% of portfolio
33,102
Q1 2025 Reduced 18.29%
$0
$833,000 0.23% of portfolio
19,165
Q1 2025 New
$0
$799,000 0.22% of portfolio
13,108
Q1 2025 Reduced 0.24%
$186B
$805,000 0.22% of portfolio
17,758
Q1 2025 Reduced 0.19%
$0
$800,000 0.22% of portfolio
10,490
Q1 2025 Reduced 20.72%
$0
$807,000 0.22% of portfolio
6,329
Q1 2025 Added 39.9%
$0
$793,000 0.22% of portfolio
14,477
Q1 2025 Reduced 7.32%
$0
$779,000 0.22% of portfolio
17,117
Q1 2025 Reduced 12.13%
$548B
$754,000 0.21% of portfolio
2,153
Q1 2025 Added 19.08%
$0
$761,000 0.21% of portfolio
33,908
Q1 2025 Reduced 11.76%
$190B
$721,000 0.2% of portfolio
5,449
Q1 2025 Reduced 0.13%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $359 Million
  • Prior Value $380 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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