Insight Advisors, LLC Reduced Holdings in Q1 2025

Insight Advisors, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
-272
- 2.46%
$112.05 - $124.68 $30.5K - $33.9K
10.8K $1.24M
CRM
Salesforce, Inc.

Technology
-23
- 2.22%
$268.36 - $359.95 $6.17K - $8.28K
1.01K $271K
XLK
Technology Sector Spdr

ETFs
-53
- 2.2%
$206.38 - $242.18 $10.9K - $12.8K
2.36K $486K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.17K
- 19.98%
$24.73 - $25.62 $78.4K - $81.3K
12.7K $323K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116
- 20.35%
$497.6 - $606.74 $57.7K - $70.4K
454 $225K
ACN
Accenture PLC

Technology
-33
- 2.3%
$300.91 - $398.25 $9.93K - $13.1K
1.4K $437K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-996
- 16.19%
$71.17 - $73.66 $70.9K - $73.4K
5.16K $377K
LMT
Lockheed Martin Corp

Industrials
-23
- 1.63%
$423.19 - $506.29 $9.73K - $11.6K
1.39K $619K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-1.86K
- 22.36%
$35.88 - $37.91 $66.7K - $70.4K
6.45K $240K
ADBE
Adobe Inc.

Technology
-47
- 7.93%
$377.84 - $464.11 $17.8K - $21.8K
546 $209K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.28K
- 20.47%
$25.21 - $26.29 $57.6K - $60K
8.87K $233K
WMT
Walmart Inc.

Consumer Defensive
-8
- 0.05%
$84.5 - $105.05 $676 - $840
17.3K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
-18
- 0.88%
$271.18 - $303.12 $4.88K - $5.46K
2.04K $557K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-1.74K
- 25.16%
$39.44 - $47.66 $68.7K - $83.1K
5.18K $237K
DIS
Walt Disney CO

Communication Services
-17
- 0.61%
$96.87 - $114.0 $1.65K - $1.94K
2.76K $272K
VOE
Vanguard Mid Cap Value Index F

ETFs
-58
- 0.57%
$156.61 - $168.02 $9.08K - $9.75K
10K $1.6M
EMB
Ishares Tr

ETFs
-392
- 7.77%
$88.64 - $92.03 $34.7K - $36.1K
4.65K $420K
IEFA
Ishares Tr

ETFs
-700
- 16.83%
$69.57 - $78.65 $48.7K - $55.1K
3.46K $264K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-901
- 3.22%
$42.18 - $45.16 $38K - $40.7K
27.1K $1.18M
USRT
Ishares Core U.S. Reit ETF

ETFs
-341
- 2.98%
$55.14 - $60.29 $18.8K - $20.6K
11.1K $632K
HON
Honeywell International Inc

Industrials
-14
- 0.96%
$202.75 - $226.52 $2.84K - $3.17K
1.44K $305K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-280
- 7.45%
$76.77 - $82.22 $21.5K - $23K
3.48K $273K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 1.47%
$524.81 - $672.19 $4.2K - $5.38K
537 $293K
DGRO
Ishares Core Dividend Growth E

ETFs
-173
- 0.46%
$60.46 - $64.42 $10.5K - $11.1K
37.7K $2.31M
PLBY
Plby Group, Inc.

Consumer Cyclical
-1.22K
- 4.15%
$1.06 - $2.1 $1.3K - $2.57K
28.2K $29K
IWD
Ishares Russell 1000 Val ETF

ETFs
-48
- 1.89%
$182.82 - $196.21 $8.78K - $9.42K
2.49K $462K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.04%
$185.78 - $198.58 $186 - $199
2.66K $502K
VNQ
Vanguard Specialized Funds Van

ETFs
-26
- 0.8%
$85.55 - $94.34 $2.22K - $2.45K
3.22K $288K
MOGA
Moog Inc Cla
-111
- 7.98%
N/A
1.28K $0
Blackrock Inc
-2
- 0.56%
N/A
357 $0
Ea Series Trust
-1.59K
- 0.6%
N/A
264K $0
ABC
Amerisourcebergen Corp

Healthcare
-4
- 0.29%
N/A
1.37K $253K
VEA
Vanguard Ftse Developed Market

ETFs
-586
- 6.06%
$47.4 - $52.99 $27.8K - $31.1K
9.08K $465K
DE
Deere & CO

Industrials
-123
- 8.68%
$408.57 - $509.27 $50.3K - $62.6K
1.29K $607K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-27
- 0.29%
$37.07 - $40.63 $1K - $1.1K
9.38K $369K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16
- 0.56%
$87.68 - $94.52 $1.4K - $1.51K
2.82K $261K
ITA
Ishares Tr

ETFs
-49
- 2.04%
$144.84 - $159.5 $7.1K - $7.82K
2.35K $360K
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.43%
$158.56 - $176.26 $6.03K - $6.7K
8.89K $1.51M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-2.68K
- 37.41%
$36.44 - $61.44 $97.7K - $165K
4.48K $273K
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 0.54%
$137.61 - $149.68 $3.44K - $3.74K
4.62K $667K
KO
Coca Cola CO

Consumer Defensive
-23
- 0.61%
$60.81 - $72.32 $1.4K - $1.66K
3.77K $270K
VEU
Vanguard Ftse All World Ex Us

ETFs
-32
- 0.24%
$56.51 - $62.98 $1.81K - $2.02K
13.1K $799K
MCD
Mcdonalds Corp

Consumer Cyclical
-42
- 1.53%
$279.74 - $321.29 $11.7K - $13.5K
2.71K $847K
CWEN
Clearway Energy, Inc.

Utilities
-474
- 2.89%
$24.63 - $30.42 $11.7K - $14.4K
15.9K $481K
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.13%
$114.1 - $135.66 $799 - $950
5.45K $721K
VZ
Verizon Communications Inc

Communication Services
-33
- 0.19%
$37.81 - $46.49 $1.25K - $1.53K
17.8K $805K
AMGN
Amgen Inc

Healthcare
-18
- 0.92%
$258.59 - $327.36 $4.65K - $5.89K
1.95K $605K
INTC
Intel Corp

Technology
-2.77K
- 4.54%
$19.1 - $27.39 $52.8K - $75.8K
58.2K $1.32M
NFLX
Netflix Inc

Communication Services
-4
- 0.15%
$828.4 - $1058.6 $3.31K - $4.23K
2.58K $2.41M
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
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