Insight Advisors, LLC Portfolio Holdings by Sector
Insight Advisors, LLC
- $372 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY DGRW AGGY USMF JMST VUG SPDW FTSM 157 stocks |
$203,822
55.32% of portfolio
|
91
|
59
|
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD INTC QCOM NVDA MU MRVL 8 stocks |
$32,091
8.71% of portfolio
|
4
|
4
|
2
|
- |
0
Calls
1
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$22,466
6.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE PLTR CRWD 6 stocks |
$11,297
3.07% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META GOOG 4 stocks |
$11,060
3.0% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ PFE LLY AMGN ABBV AMGN BMY 9 stocks |
$8,993
2.44% of portfolio
|
6
|
3
|
3
|
- |
0
Calls
2
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,947
2.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-B 2 stocks |
$6,441
1.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX PHYS AMP FSK GAB EXG ETJ ACP 8 stocks |
$4,875
1.32% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4,521
1.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC BAC C 5 stocks |
$4,172
1.13% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F RACE 3 stocks |
$3,410
0.93% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB 4 stocks |
$3,151
0.86% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP PYPL V MA 4 stocks |
$3,128
0.85% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$3,102
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG ED EXC SO AEP NEE 6 stocks |
$3,061
0.83% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$2,780
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX GD RTX 4 stocks |
$2,312
0.63% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
1
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,048
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR DE CAT 3 stocks |
$1,850
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CWH 1 stocks |
$1,746
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1,724
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG DPZ 3 stocks |
$1,595
0.43% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,526
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,348
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,257
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG CWEN 2 stocks |
$1,222
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1,070
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$965
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$881
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM NOW 3 stocks |
$791
0.21% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
SITE 1 stocks |
$770
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON CODI 2 stocks |
$735
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$604
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$598
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX PPSI 2 stocks |
$573
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$561
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC CAH 2 stocks |
$507
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL DD 2 stocks |
$503
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$501
0.14% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$474
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$450
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UVSP 1 stocks |
$429
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$420
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$398
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$379
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$328
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$305
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$300
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$282
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$270
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$255
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$252
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BCO 1 stocks |
$216
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$209
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$195
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$158
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$62
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLBY 1 stocks |
$26
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|