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 Market Cap. of $300 Millions to $2 Billions
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