Insight Advisors, LLC Incresed Positions in Q1 2025

Insight Advisors, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.61K
+ 10.19%
$67.03 - $74.61 $108K - $120K
17.4K $1.18M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
453
+ 19.37%
$100.34 - $100.68 $45.5K - $45.6K
2.79K $281K
WFC
Wells Fargo & Company

Financial Services
125
+ 0.52%
$66.78 - $81.42 $8.35K - $10.2K
24.1K $1.73M
BMY
Bristol Myers Squibb CO

Healthcare
382
+ 8.94%
$53.9 - $63.11 $20.6K - $24.1K
4.65K $283K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
489
+ 38.47%
$165.25 - $224.62 $80.8K - $110K
1.76K $292K
WM
Waste Management Inc

Industrials
18
+ 1.57%
$200.54 - $233.78 $3.61K - $4.21K
1.17K $269K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.14K
+ 2.7%
$13.05 - $13.97 $14.9K - $15.9K
43.4K $583K
MO
Altria Group, Inc.

Consumer Defensive
23
+ 0.53%
$50.81 - $60.02 $1.17K - $1.38K
4.4K $263K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
562
+ 8.36%
$38.5 - $43.78 $21.6K - $24.6K
7.29K $299K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
149
+ 2.56%
$78.97 - $85.82 $11.8K - $12.8K
5.96K $496K
VTV
Vanguard Value ETF

ETFs
4
+ 0.02%
$167.73 - $179.21 $671 - $717
19.2K $3.28M
C
Citigroup Inc

Financial Services
345
+ 5.45%
$67.23 - $84.63 $23.2K - $29.2K
6.67K $473K
OXY
Occidental Petroleum Corp

Energy
550
+ 11.35%
$45.45 - $52.7 $25K - $29K
5.4K $266K
MA
Mastercard Inc

Financial Services
14
+ 1.76%
$504.67 - $576.31 $7.07K - $8.07K
809 $443K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
574
+ 8.77%
$75.47 - $84.24 $43.3K - $48.4K
7.12K $546K
CSCO
Cisco Systems, Inc.

Technology
93
+ 1.83%
$58.74 - $64.87 $5.46K - $6.03K
5.17K $318K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 0.62%
$308.86 - $455.36 $2.47K - $3.64K
1.29K $454K
FTSL
First Trust Senior Ln Fund

ETFs
370
+ 8.16%
$45.65 - $46.48 $16.9K - $17.2K
4.9K $224K
ELD
Wisdomtree Emerging Local Debt

ETFs
212
+ 1.97%
$25.27 - $26.81 $5.36K - $5.68K
10.9K $287K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 13.26%
$45.72 - $51.73 $48.4K - $54.8K
9.05K $414K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.04%
$85.68 - $97.5 $171 - $195
5.29K $495K
HSY
Hershey CO

Consumer Defensive
51
+ 2.36%
$144.74 - $186.36 $7.38K - $9.5K
2.21K $378K
TJX
Tjx Companies Inc

Consumer Cyclical
75
+ 2.37%
$112.81 - $126.16 $8.46K - $9.46K
3.24K $394K
XLU
Utilities Sector Spdr

ETFs
63
+ 2.36%
$74.7 - $80.27 $4.71K - $5.06K
2.73K $213K
PINK
Simplify Exchange Traded Fds S

ETFs
501
+ 3.94%
$28.87 - $31.11 $14.5K - $15.6K
13.2K $387K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.03%
$42.5 - $46.71 $85 - $93.4
6.84K $310K
FTCS
First Trust Capital Strength E

ETFs
77
+ 2.34%
$86.39 - $91.35 $6.65K - $7.03K
3.37K $298K
F
Ford Motor CO

Consumer Cyclical
33
+ 0.05%
$9.12 - $10.43 $301 - $344
61.7K $618K
QCOM
Qualcomm Inc

Technology
24
+ 0.71%
$151.94 - $175.86 $3.65K - $4.22K
3.43K $526K
DVY
Ishares Tr

ETFs
9
+ 0.43%
$128.58 - $138.1 $1.16K - $1.24K
2.09K $277K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
71
+ 1.35%
$39.61 - $42.65 $2.81K - $3.03K
5.31K $214K
NEE
Nextera Energy Inc

Utilities
72
+ 2.46%
$66.96 - $76.16 $4.82K - $5.48K
3K $212K
Ishares Bitcoin Trust ETF
6.31K
+ 86.5%
N/A
13.6K $0
QTUM
ETF Ser Solutions Defiance Qua
1.41K
+ 18.7%
N/A
8.97K $0
Lam Research Corp
2
+ 0.05%
N/A
3.97K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.79K
+ 15.45%
N/A
43.2K $0
Ea Series Trust
25.7K
+ 1.34%
N/A
1.94M $0
SHAG
Wisdomtree Yield Enhanced U.S.
3.78K
+ 30.31%
N/A
16.2K $0
Wisdomtree Tr
33.1K
+ 16.69%
N/A
231K $0
FXH
First Tr Exchange Trd Fd Healt

ETFs
4
+ 0.1%
$102.5 - $112.02 $410 - $448
4.2K $433K
FEX
First Tr Large Cap Core Alphde

ETFs
11
+ 0.48%
$99.27 - $109.89 $1.09K - $1.21K
2.29K $232K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
316
+ 2.93%
$8.46 - $9.3 $2.67K - $2.94K
11.1K $94K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
568
+ 9.5%
$77.33 - $90.16 $43.9K - $51.2K
6.55K $511K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1
+ 0.02%
$50.25 - $55.9 $50.3 - $55.9
5.39K $276K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$117.4 - $131.02 $117 - $131
2.14K $254K
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.19%
$169.43 - $182.84 $2.03K - $2.19K
6.5K $1.12M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.31K
+ 9.25%
$19.0 - $24.32 $43.9K - $56.2K
27.3K $527K
FTHI
First Trust Exchange Traded Fd

ETFs
229
+ 1.19%
$21.62 - $23.74 $4.95K - $5.44K
19.5K $425K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.07%
$81.62 - $96.63 $245 - $290
4.05K $337K
Activity Summary
Buys All Purchases 138 New Holdings 13 Increased Positions 125 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 1
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