Insight Advisors, LLC Portfolio Holdings

Insight Advisors, LLC

  • $372 Million
  • Q3 2024

Insight Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.5M, Nvidia Corp with a value of $20.9M, Spdr S&P 500 ETF Trust with a value of $13M, Amazon Com Inc with a value of $8.95M, and Wisdomtree Tr Us Quality Divid with a value of $8.39M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $351M to 372M.

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 $372 Million
ETFs: $205 Million
Technology: $69 Million
Financial Services: $22.1 Million
Consumer Cyclical: $18.6 Million
Communication Services: $17.3 Million
Healthcare: $11.7 Million
Consumer Defensive: $9.94 Million
Industrials: $8.7 Million
Other: $6.45 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$22.5 Million 6.04% of portfolio
96,465
Q3 2024 Reduced 3.14%
$337B
$20.9 Million 5.6% of portfolio
171,719
Q3 2024 Reduced 5.6%
$2.29T
$8.95 Million 2.4% of portfolio
48,021
Q3 2024 Added 1.08%
$3.3T
$8.3 Million 2.23% of portfolio
19,292
Q3 2024 Reduced 1.84%
$69.6B
$5.77 Million 1.55% of portfolio
33,419
Q3 2024 Added 919.8%
$1.11T
$4.22 Million 1.13% of portfolio
25,444
Q3 2024 Reduced 1.47%
$602B
$3.96 Million 1.06% of portfolio
8,597
Q3 2024 Reduced 0.61%
$1.14T
$2.97 Million 0.8% of portfolio
17,792
Q3 2024 Added 2.82%
$440B
$2.91 Million 0.78% of portfolio
3,277
Q3 2024 Added 8.15%
$256B
$2.81 Million 0.76% of portfolio
24,772
Q3 2024 Reduced 0.1%
$5.81B
$2.78 Million 0.75% of portfolio
29,805
Q3 2024 Reduced 3.87%
$1.27T
$2.55 Million 0.68% of portfolio
9,735
Q3 2024 Reduced 29.76%
$206B
$2.47 Million 0.66% of portfolio
15,070
Q3 2024 Reduced 6.14%
$134B
$2.32 Million 0.62% of portfolio
15,148
Q3 2024 Added 0.81%
$1.38T
$2.08 Million 0.56% of portfolio
3,633
Q3 2024 Reduced 2.18%
$406B
$1.81 Million 0.49% of portfolio
2,549
Q3 2024 Reduced 8.77%
$1.04B
$1.75 Million 0.47% of portfolio
72,113
Q3 2024 Added 0.5%
$82.8B
$1.74 Million 0.47% of portfolio
74,084
Q3 2024 New
$226B
$1.67 Million 0.45% of portfolio
6,147
Q3 2024 Reduced 3.71%
$257B
$1.62 Million 0.43% of portfolio
20,023
Q3 2024 Added 1.02%
$144B
$1.61 Million 0.43% of portfolio
55,678
Q3 2024 Reduced 1.36%
$117B
$1.6 Million 0.43% of portfolio
4,687
Q3 2024 Added 4.11%
$433B
$1.53 Million 0.41% of portfolio
3,767
Q3 2024 Reduced 4.2%
$43.1B
$1.52 Million 0.41% of portfolio
17,022
Q3 2024 Reduced 5.56%
$408B
$1.54 Million 0.41% of portfolio
8,911
Q3 2024 Reduced 0.98%
$273B
$1.36 Million 0.36% of portfolio
24,014
Q3 2024 Reduced 0.07%
$208B
$1.23 Million 0.33% of portfolio
5,545
Q3 2024 Added 1.02%
$0
$1.13 Million 0.3% of portfolio
55,372
Q3 2024 Reduced 1.16%
$220B
$1.08 Million 0.29% of portfolio
6,350
Q3 2024 Reduced 5.91%
$712B
$990,000 0.27% of portfolio
4,699
Q3 2024 Reduced 0.42%
$470B
$993,000 0.27% of portfolio
8,475
Q3 2024 Added 3.25%
$18.8B
$881,000 0.24% of portfolio
5,413
Q3 2024 Added 1.77%
$367B
$900,000 0.24% of portfolio
22,680
Q3 2024 Added 0.46%
$221B
$864,000 0.23% of portfolio
2,839
Q3 2024 Reduced 2.0%
$134B
$854,000 0.23% of portfolio
1,461
Q3 2024 Reduced 0.48%
$760B
$837,000 0.22% of portfolio
945
Q3 2024 Added 1.83%
$178B
$821,000 0.22% of portfolio
18,294
Q3 2024 Added 2.28%
$6.64B
$770,000 0.21% of portfolio
5,106
Q4 2022 Reduced 0.97%
$40.1B
$726,000 0.2% of portfolio
7,364
Q3 2024 Reduced 18.79%
$529B
$720,000 0.19% of portfolio
1,233
Q3 2024 Reduced 0.16%
$173B
$658,000 0.18% of portfolio
5,440
Q3 2024 Reduced 3.92%
$20.7B
$655,000 0.18% of portfolio
4,024
Q3 2024 Reduced 0.81%
$75.9B
$683,000 0.18% of portfolio
2,627
Q4 2023 Added 0.65%
$148B
$647,000 0.17% of portfolio
2,009
Q3 2024 Added 0.25%
$41.7B
$651,000 0.17% of portfolio
61,713
Q3 2024 Reduced 0.37%
$58.3B
$643,000 0.17% of portfolio
1,369
Q2 2024 Reduced 6.68%
$176B
$586,000 0.16% of portfolio
3,449
Q3 2024 Reduced 1.29%
$246B
$604,000 0.16% of portfolio
5,078
Q3 2024 Reduced 0.61%
$103B
$594,000 0.16% of portfolio
7,624
Q3 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $372 Million
  • Prior Value $351 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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