Insight Advisors, LLC Incresed Positions in Q4 2024

Insight Advisors, LLC

  • $380 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
20
+ 0.3%
$35.42 - $41.87 $708 - $837
6.73K $267K
BMY
Bristol Myers Squibb CO

Healthcare
80
+ 1.91%
$51.92 - $59.94 $4.15K - $4.8K
4.27K $241K
DE
Deere & CO

Industrials
39
+ 2.83%
$389.45 - $466.0 $15.2K - $18.2K
1.42K $600K
VB
Vanguard Small Cap ETF

ETFs
70
+ 3.36%
$233.76 - $261.58 $16.4K - $18.3K
2.16K $518K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
1.39K
+ 6.22%
$23.43 - $24.2 $32.6K - $33.7K
23.8K $557K
CODI
Compass Diversified Holdings

Industrials
51
+ 0.35%
$20.56 - $24.27 $1.05K - $1.24K
14.6K $337K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
217
+ 3.14%
$113.92 - $127.38 $24.7K - $27.6K
7.13K $821K
GNOM
Global X Fds Genomics & Biotec

ETFs
4.94K
+ 20.38%
$9.62 - $11.13 $47.5K - $55K
29.2K $283K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
96
+ 2.17%
$126.68 - $134.74 $12.2K - $12.9K
4.52K $577K
PAVE
Global X Fds Us Infrastructure

ETFs
752
+ 2.73%
$40.41 - $45.95 $30.4K - $34.6K
28.3K $1.15M
ACN
Accenture PLC

Technology
23
+ 1.63%
$343.9 - $376.86 $7.91K - $8.67K
1.44K $504K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
150
+ 1.41%
$9.1 - $9.51 $1.37K - $1.43K
10.8K $100K
SHAG
Wisdomtree Yield Enhanced U.S.
62
+ 0.5%
N/A
12.5K $0
Ea Series Trust
89K
+ 4.86%
N/A
1.92M $0
QTUM
ETF Ser Solutions Defiance Qua
1.07K
+ 16.48%
N/A
7.56K $0
Ishares Bitcoin Trust ETF
1.21K
+ 19.9%
N/A
7.29K $0
Wisdomtree Tr
31.2K
+ 18.69%
N/A
198K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.87K
+ 18.59%
N/A
37.5K $0
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.39%
$118.38 - $133.06 $1.07K - $1.2K
2.31K $278K
ABT
Abbott Laboratories

Healthcare
5
+ 0.2%
$111.93 - $119.39 $560 - $597
2.48K $280K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
975
+ 2.24%
$26.55 - $27.32 $25.9K - $26.6K
44.6K $1.19M
ITA
Ishares Tr

ETFs
45
+ 1.91%
$144.31 - $157.31 $6.49K - $7.08K
2.4K $349K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2
+ 0.08%
$80.18 - $88.79 $160 - $178
2.49K $200K
DVY
Ishares Tr

ETFs
9
+ 0.43%
$129.55 - $143.41 $1.17K - $1.29K
2.08K $273K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
388
+ 2.51%
$24.94 - $26.14 $9.68K - $10.1K
15.9K $396K
UBER
Uber Technologies, Inc

Technology
769
+ 20.33%
$59.93 - $86.34 $46.1K - $66.4K
4.55K $274K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
233
+ 2.89%
$36.01 - $38.42 $8.39K - $8.95K
8.31K $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.28%
$183.23 - $199.79 $1.28K - $1.4K
2.53K $468K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.37K
+ 9.02%
$48.87 - $53.53 $165K - $180K
40.7K $1.99M
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.19%
$189.5 - $206.17 $948 - $1.03K
2.66K $507K
NVO
Novo Nordisk A S

Healthcare
1.75K
+ 34.4%
$85.0 - $120.04 $148K - $210K
6.83K $587K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
619
+ 2.07%
$27.8 - $29.05 $17.2K - $18K
30.5K $851K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
277
+ 0.74%
$14.43 - $15.02 $4K - $4.16K
37.8K $546K
EMB
Ishares Tr

ETFs
7
+ 0.14%
$88.94 - $93.46 $623 - $654
5.05K $449K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74
+ 0.79%
$38.37 - $42.82 $2.84K - $3.17K
9.4K $360K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.29%
$114.45 - $127.21 $1.83K - $2.04K
5.46K $631K
NEE
Nextera Energy Inc

Utilities
106
+ 3.75%
$69.77 - $85.43 $7.4K - $9.06K
2.93K $210K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.31%
$130.37 - $146.09 $1.17K - $1.31K
2.87K $375K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.17%
$250.81 - $283.3 $502 - $567
1.17K $296K
KO
Coca Cola CO

Consumer Defensive
46
+ 1.23%
$61.74 - $71.71 $2.84K - $3.3K
3.8K $236K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.69K
+ 6.98%
$30.48 - $34.2 $173K - $194K
87.1K $2.66M
CAT
Caterpillar Inc

Industrials
5
+ 0.36%
$360.37 - $416.88 $1.8K - $2.08K
1.41K $511K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.16%
$161.05 - $179.7 $2.25K - $2.52K
8.93K $1.5M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.06%
$90.22 - $102.31 $271 - $307
5.29K $480K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
238
+ 0.62%
$22.21 - $24.22 $5.29K - $5.76K
38.4K $854K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
181
+ 1.24%
$57.07 - $62.58 $10.3K - $11.3K
14.7K $840K
XOM
Exxon Mobil Corp

Energy
47
+ 0.55%
$105.51 - $125.37 $4.96K - $5.89K
8.52K $916K
CEG
Constellation Energy Corp

Utilities
15
+ 0.57%
$224.28 - $285.52 $3.36K - $4.28K
2.64K $594K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
1
+ 0.01%
$34.78 - $60.36 $34.8 - $60.4
7.16K $251K
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
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email