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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$20.9 Million 5.83% of portfolio
94,223
Q1 2025 Reduced 0.8%
$409B
$17.8 Million 4.94% of portfolio
163,874
Q1 2025 Reduced 1.91%
$2.3T
$9.27 Million 2.58% of portfolio
48,717
Q1 2025 Added 0.49%
$3.75T
$7.04 Million 1.96% of portfolio
18,764
Q1 2025 Reduced 0.21%
$112B
$5.75 Million 1.6% of portfolio
34,361
Q1 2025 Added 4.11%
$631B
$4.32 Million 1.2% of portfolio
8,224
Q1 2025 Reduced 1.11%
$1.07T
$3.85 Million 1.07% of portfolio
24,932
Q1 2025 Reduced 2.03%
$434B
$3.19 Million 0.89% of portfolio
3,371
Q1 2025 Added 2.62%
$1.11T
$2.93 Million 0.82% of portfolio
18,768
Q1 2025 Added 4.73%
$5.3B
$2.73 Million 0.76% of portfolio
29,805
Q3 2024 Reduced 3.87%
$562B
$2.41 Million 0.67% of portfolio
2,580
Q1 2025 Reduced 0.15%
$1.62T
$2.16 Million 0.6% of portfolio
3,740
Q1 2025 Added 0.24%
$212B
$2.08 Million 0.58% of portfolio
23,160
Q1 2025 Reduced 4.69%
$116B
$2.06 Million 0.57% of portfolio
14,762
Q1 2025 Reduced 0.3%
$410B
$1.84 Million 0.51% of portfolio
11,086
Q1 2025 Added 0.57%
$236B
$1.77 Million 0.49% of portfolio
17,206
Q1 2025 Added 6.96%
$317B
$1.73 Million 0.48% of portfolio
24,073
Q1 2025 Added 0.52%
$57.1B
$1.66 Million 0.46% of portfolio
9,741
Q1 2025 Added 0.51%
$240B
$1.58 Million 0.44% of portfolio
5,882
Q1 2025 Reduced 2.1%
$260B
$1.52 Million 0.42% of portfolio
17,284
Q1 2025 Reduced 0.05%
$364B
$1.51 Million 0.42% of portfolio
8,887
Q1 2025 Reduced 0.43%
$41.4B
$1.4 Million 0.39% of portfolio
17,010
Q1 2025 Added 0.01%
$95.7B
$1.32 Million 0.37% of portfolio
58,246
Q1 2025 Reduced 4.54%
$254B
$1.32 Million 0.37% of portfolio
5,304
Q1 2025 Reduced 1.87%
$379B
$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%
$847B
$1.22 Million 0.34% of portfolio
4,958
Q1 2025 Added 4.98%
$757M
$1.16 Million 0.32% of portfolio
70,505
Q1 2025 Added 0.4%
$475B
$1.06 Million 0.3% of portfolio
8,913
Q1 2025 Added 4.59%
$378B
$945,000 0.26% of portfolio
22,651
Q1 2025 Added 0.44%
$760B
$914,000 0.25% of portfolio
1,107
Q1 2025 Added 28.27%
$187B
$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%
$222B
$847,000 0.24% of portfolio
2,712
Q1 2025 Reduced 1.53%
$175B
$805,000 0.22% of portfolio
17,758
Q1 2025 Reduced 0.19%
$573B
$754,000 0.21% of portfolio
2,153
Q1 2025 Added 19.08%
$219B
$721,000 0.2% of portfolio
5,449
Q1 2025 Reduced 0.13%
$33.3B
$717,000 0.2% of portfolio
7,364
Q3 2024 Reduced 18.79%
$936M
$673,000 0.19% of portfolio
23,500
Q1 2025 Added 100.0%
$57.5B
$636,000 0.18% of portfolio
1,315
Q1 2025 Reduced 1.87%
$102B
$650,000 0.18% of portfolio
3,168
Q1 2025 Added 19.91%
$293B
$638,000 0.18% of portfolio
7,568
Q1 2025 Added 14.34%
$19.4B
$605,000 0.17% of portfolio
2,098
Q4 2024 New
$5.72B
$619,000 0.17% of portfolio
5,102
Q4 2024 Reduced 0.08%
$124B
$619,000 0.17% of portfolio
1,386
Q1 2025 Reduced 1.63%
$59.6B
$624,000 0.17% of portfolio
9,431
Q1 2025 Added 0.86%
$153B
$607,000 0.17% of portfolio
1,294
Q1 2025 Reduced 8.68%
$46.9B
$618,000 0.17% of portfolio
61,683
Q1 2025 Added 0.05%
$159B
$605,000 0.17% of portfolio
1,945
Q1 2025 Reduced 0.92%

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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