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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$20.9 Million 5.83% of portfolio
94,223
Q1 2025 Reduced 0.8%
$253B
$17.8 Million 4.94% of portfolio
163,874
Q1 2025 Reduced 1.91%
$0
$17.2 Million 4.8% of portfolio
30,818
Q1 2025 Added 9.56%
$0
$10.7 Million 2.97% of portfolio
135,045
Q1 2025 Added 23.1%
$1.76T
$9.27 Million 2.58% of portfolio
48,717
Q1 2025 Added 0.49%
$0
$8.99 Million 2.5% of portfolio
207,608
Q1 2025 Added 8.0%
$2.74T
$7.04 Million 1.96% of portfolio
18,764
Q1 2025 Reduced 0.21%
$0
$6.49 Million 1.81% of portfolio
176,608
Q1 2025 Reduced 0.05%
$0
$5.81 Million 1.62% of portfolio
114,312
Q1 2025 Added 4.52%
$0
$5.83 Million 1.62% of portfolio
133,101
Q1 2025 Added 11.38%
$69.3B
$5.75 Million 1.6% of portfolio
34,361
Q1 2025 Added 4.11%
$0
$5.72 Million 1.59% of portfolio
12,191
Q1 2025 Added 4.63%
$0
$5.4 Million 1.5% of portfolio
14,577
Q1 2025 Added 0.41%
$0
$5.36 Million 1.49% of portfolio
194,197
Q1 2025 Added 15.56%
$0
$5.29 Million 1.47% of portfolio
88,073
Q1 2025 Reduced 6.9%
$0
$5.22 Million 1.45% of portfolio
10,210
Q1 2025 Added 16.59%
$674B
$4.32 Million 1.2% of portfolio
8,224
Q1 2025 Reduced 1.11%
$0
$4.09 Million 1.14% of portfolio
7,327
Q1 2025 Added 8.6%
$0
$3.93 Million 1.09% of portfolio
89,732
Q1 2025 Added 14.15%
$0
$3.88 Million 1.08% of portfolio
71,332
Q1 2025 Added 7.3%
$0
$3.89 Million 1.08% of portfolio
76,866
Q1 2025 Added 8.85%
$903B
$3.85 Million 1.07% of portfolio
24,932
Q1 2025 Reduced 2.03%
$0
$3.54 Million 0.98% of portfolio
43,469
Q1 2025 New
$0
$3.28 Million 0.91% of portfolio
19,220
Q1 2025 Added 0.02%
$440B
$3.19 Million 0.89% of portfolio
3,371
Q1 2025 Added 2.62%
$0
$2.99 Million 0.83% of portfolio
96,646
Q1 2025 Added 10.92%
$933B
$2.93 Million 0.82% of portfolio
18,768
Q1 2025 Added 4.73%
$0
$2.94 Million 0.82% of portfolio
92,467
Q1 2025 Added 14.25%
$0
$2.92 Million 0.81% of portfolio
140,715
Q1 2025 Added 2.43%
$0
$2.87 Million 0.8% of portfolio
49,324
Q1 2025 Added 23.85%
$0
$2.77 Million 0.77% of portfolio
5,093
Q1 2025 Added 0.99%
$5.41B
$2.73 Million 0.76% of portfolio
29,805
Q3 2024 Reduced 3.87%
$0
$2.71 Million 0.75% of portfolio
72,481
Q1 2025 Reduced 3.59%
$0
$2.68 Million 0.75% of portfolio
25,957
Q1 2025 Added 19.23%
$0
$2.57 Million 0.72% of portfolio
135,788
Q1 2025 Added 3.4%
$433B
$2.41 Million 0.67% of portfolio
2,580
Q1 2025 Reduced 0.15%
$0
$2.36 Million 0.66% of portfolio
21,294
Q1 2025 Added 25.28%
$0
$2.31 Million 0.64% of portfolio
37,740
Q1 2025 Reduced 0.46%
$1.13T
$2.16 Million 0.6% of portfolio
3,740
Q1 2025 Added 0.24%
$0
$2.08 Million 0.58% of portfolio
8,520
Q1 2025 Reduced 0.47%
$198B
$2.08 Million 0.58% of portfolio
23,160
Q1 2025 Reduced 4.69%
$92.5B
$2.06 Million 0.57% of portfolio
14,762
Q1 2025 Reduced 0.3%
$0
$1.98 Million 0.55% of portfolio
10,849
Q1 2025 Reduced 12.73%
$0
$1.88 Million 0.52% of portfolio
38,353
Q1 2025 Added 4.53%
$0
$1.89 Million 0.52% of portfolio
7,453
Q1 2025 Added 1.04%
$412B
$1.84 Million 0.51% of portfolio
11,086
Q1 2025 Added 0.57%
$0
$1.74 Million 0.49% of portfolio
37,998
Q1 2025 Added 17.8%
$141B
$1.77 Million 0.49% of portfolio
17,206
Q1 2025 Added 6.96%
$762B
$1.78 Million 0.49% of portfolio
6,858
Q1 2025 Reduced 22.92%

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
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email