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| Name: |
Insight Advisors LLC/ PA |
| City: |
NEWTOWN |
| State: |
PA |
| Zip: |
18940 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BOXX |
Alpha Architect 1-3 Month B... |
2 |
- |
$0.00 |
$31,945,000 |
300,066 |
6.2% |
2,344,000 |
18,551 |
10.312 |
N/A |
|
|
AMZN |
Amazon.com Inc |
5 |
- |
$181.05 |
$8,636,000 |
47,875 |
1.68% |
1,757,000 |
2,601 |
0 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
6 |
- |
$427.00 |
$8,225,000 |
19,548 |
1.6% |
1,535,000 |
1,756 |
0 |
Application Software |
|
|
SPY |
Standard & Poors Depository... |
7 |
- |
$525.96 |
$5,885,000 |
11,250 |
1.14% |
884,000 |
728 |
0 |
Closed - End Fund - E... |
|
|
DGRW |
Wisdomtree Us Dividend Grow... |
9 |
- |
$75.83 |
$5,577,000 |
73,195 |
1.08% |
1,356,000 |
13,141 |
0.055 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
10 |
- |
$351.58 |
$5,392,000 |
15,667 |
1.05% |
525,000 |
12 |
0.006 |
Closed - End Fund - E... |
|
|
USMF |
Wisdomtree Us Multifactor Fund |
11 |
- |
$0.00 |
$4,924,000 |
105,775 |
0.96% |
1,524,000 |
24,929 |
0.118 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
14 |
- |
$35.95 |
$4,560,000 |
127,229 |
0.89% |
2,512,000 |
67,015 |
0.014 |
Closed - End Fund - E... |
|
|
AVGO |
Broadcom Limited |
15 |
- |
$1,393.29 |
$4,425,000 |
3,337 |
0.86% |
1,223,000 |
469 |
0.001 |
Semiconductor- Broad... |
|
|
AGGY |
Wisdomtree Trust |
18 |
- |
$0.00 |
$3,676,000 |
84,694 |
0.71% |
2,668,000 |
61,806 |
0.342 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
19 |
- |
$453.66 |
$3,640,000 |
8,196 |
0.71% |
804,000 |
1,271 |
0.002 |
Closed - End Fund - Debt |
|
|
BRK.B |
Berkshire Hathaway B |
20 |
- |
$405.88 |
$3,604,000 |
8,571 |
0.7% |
2,481,000 |
5,422 |
0.001 |
Property & Casualty I... |
|
|
IVV |
iShares Core S&P 500 Etf |
21 |
- |
$528.64 |
$3,578,000 |
6,806 |
0.69% |
423,000 |
200 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
24 |
- |
$160.38 |
$3,169,000 |
19,459 |
0.62% |
302,000 |
282 |
0.004 |
Closed - End Fund - E... |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
26 |
- |
$46.58 |
$3,089,000 |
63,344 |
0.6% |
964,000 |
16,832 |
0.081 |
Closed - End Fund - E... |
|
|
IPE |
Spdr Barclays Capital Tips Etf |
27 |
- |
$25.32 |
$3,000,000 |
117,092 |
0.58% |
134,000 |
5,015 |
0.052 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
30 |
- |
$177.81 |
$2,740,000 |
15,587 |
0.53% |
-921,000 |
854 |
0.001 |
Auto Manufacturers |
|
|
MRK |
Merck & Co Inc |
31 |
- |
$131.20 |
$2,688,000 |
20,374 |
0.52% |
494,000 |
250 |
0.001 |
Drug Manufacturers - ... |
|
|
GOOG |
Alphabet Inc |
33 |
- |
$175.06 |
$2,621,000 |
17,211 |
0.51% |
1,725,000 |
10,852 |
0 |
Search Engines & Info... |
|
|
CWH |
Camping World Holdings, Inc. |
35 |
- |
$18.97 |
$2,598,000 |
93,271 |
0.5% |
243,000 |
3,588 |
0.208 |
N/A |
|
|
BX |
Blackstone Group LP |
38 |
- |
$120.62 |
$2,307,000 |
17,559 |
0.45% |
190,000 |
1,386 |
0.003 |
Asset Management |
|
|
SCHD |
Schwab US Dividend Equity ETF |
39 |
- |
$77.98 |
$2,202,000 |
27,309 |
0.43% |
1,369,000 |
16,370 |
0.009 |
N/A |
|
|
COST |
Costco Wholesale Corp |
40 |
- |
$796.34 |
$2,195,000 |
2,993 |
0.43% |
388,000 |
257 |
0.001 |
Discount, Variety Stores |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
41 |
- |
$0.00 |
$2,168,000 |
42,981 |
0.42% |
559,000 |
10,940 |
0.005 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
42 |
- |
$539.98 |
$2,047,000 |
3,904 |
0.4% |
179,000 |
45 |
0 |
Closed - End Fund - E... |
|
|
DLS |
WisdomTree Trust Internatio... |
45 |
- |
$62.48 |
$2,011,000 |
30,836 |
0.39% |
228,000 |
2,912 |
0.147 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
46 |
- |
$465.78 |
$1,965,000 |
4,047 |
0.38% |
741,000 |
588 |
0 |
Internet Service Prov... |
|
|
XSOE |
Wisdomtree Emerging Markets... |
47 |
- |
$30.57 |
$1,941,000 |
65,898 |
0.38% |
364,000 |
11,285 |
0.056 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
48 |
- |
$250.34 |
$1,902,000 |
7,294 |
0.37% |
259,000 |
500 |
0.014 |
Closed - End Fund - E... |
|
|
JMST |
Jpmorgan Ultra Short Munici... |
50 |
- |
$0.00 |
$1,844,000 |
36,340 |
0.36% |
1,407,000 |
27,728 |
0.009 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
51 |
- |
$483.44 |
$1,806,000 |
3,758 |
0.35% |
173,000 |
21 |
0 |
Closed - End Fund - E... |
|
|
NFLX |
Netflix Inc |
52 |
- |
$635.67 |
$1,800,000 |
2,964 |
0.35% |
436,000 |
163 |
0.001 |
Music & Video Stores |
|
|
DWMF |
Wisdomtree International Mu... |
54 |
- |
$0.00 |
$1,676,000 |
63,121 |
0.33% |
535,000 |
18,003 |
0.701 |
N/A |
|
|
PFE |
Pfizer Inc |
57 |
- |
$28.69 |
$1,566,000 |
56,426 |
0.3% |
1,000 |
2,066 |
0.001 |
Drug Manufacturers - ... |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
60 |
- |
$52.06 |
$1,537,000 |
30,219 |
0.3% |
243,000 |
4,303 |
0.034 |
Closed - End Fund - Debt |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
65 |
- |
$86.77 |
$1,401,000 |
16,588 |
0.27% |
156,000 |
4 |
0.003 |
Closed - End Fund - E... |
|
|
WFC |
Wells Fargo & Co |
66 |
- |
$59.68 |
$1,387,000 |
23,922 |
0.27% |
213,000 |
75 |
0.001 |
Domestic Money Center... |
|
|
ELR |
streetTRACKS Series Trust -... |
69 |
- |
$61.86 |
$1,271,000 |
20,652 |
0.25% |
206,000 |
1,603 |
0.002 |
Closed - End Fund - E... |
|
|
PANW |
Palo Alto Networks Inc |
71 |
- |
$311.44 |
$1,250,000 |
4,401 |
0.24% |
310,000 |
1,212 |
0.001 |
Networking & Communic... |
|
|
PCAR |
Paccar Inc |
73 |
- |
$106.11 |
$1,241,000 |
10,018 |
0.24% |
263,000 |
4 |
0.002 |
Trucks & Other Vehicles |
|
|
ONEO |
Spdr Russell 1000 Momentum ... |
74 |
- |
$0.00 |
$1,237,000 |
10,716 |
0.24% |
120,000 |
22 |
0.13 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
75 |
- |
$164.85 |
$1,224,000 |
7,224 |
0.24% |
142,000 |
366 |
0.002 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
79 |
- |
$60.24 |
$1,191,000 |
19,797 |
0.23% |
77,000 |
12,732 |
0.001 |
Discount, Variety Stores |
|
|
FV |
First Trust Dorsey Wright F... |
81 |
- |
$56.18 |
$1,128,000 |
19,703 |
0.22% |
113,000 |
18 |
0.033 |
N/A |
|
|
SPYD |
Spdr S&p 500 High Dividend Etf |
82 |
- |
$40.18 |
$1,108,000 |
27,209 |
0.22% |
62,000 |
509 |
0.014 |
N/A |
|
|
MCD |
McDonalds Corp |
83 |
- |
$257.93 |
$1,089,000 |
3,863 |
0.21% |
-37,000 |
67 |
0.001 |
Restaurants |
|
|
IBM |
International Business Mach... |
84 |
- |
$170.67 |
$1,054,000 |
5,520 |
0.2% |
157,000 |
36 |
0.001 |
Diversified Computer ... |
|
|
SMLV |
Spdr Russell 2000 Low Volat... |
85 |
- |
$109.38 |
$1,040,000 |
9,278 |
0.2% |
30,000 |
300 |
0.396 |
N/A |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
89 |
- |
$277.92 |
$992,000 |
3,461 |
0.19% |
117,000 |
91 |
0.007 |
Closed - End Fund - E... |
|
|
AOA |
iShares Trust |
90 |
- |
$73.46 |
$974,000 |
13,265 |
0.19% |
129,000 |
1,023 |
0.074 |
Closed - End Fund - Debt |
|
|
JPM |
JP Morgan Chase & Co |
92 |
- |
$196.92 |
$939,000 |
4,688 |
0.18% |
155,000 |
77 |
0 |
Domestic Money Center... |
|
|
BAC |
Bank of America Corp |
94 |
- |
$39.17 |
$920,000 |
24,274 |
0.18% |
569,000 |
13,852 |
0 |
Domestic Money Center... |
|
|
IWF |
iShares Russell 1000 Growth |
98 |
- |
$343.25 |
$866,000 |
2,570 |
0.17% |
173,000 |
284 |
0.001 |
Closed - End Fund - E... |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
99 |
- |
$50.52 |
$855,000 |
16,993 |
0.17% |
380,000 |
7,535 |
0.003 |
N/A |
|
|
F |
Ford Motor Co |
104 |
- |
$12.50 |
$810,000 |
60,980 |
0.16% |
67,000 |
6 |
0.002 |
Auto Manufacturers |
|
|
IJR |
iShares Core S&P Small-Cap |
108 |
- |
$107.81 |
$775,000 |
7,011 |
0.15% |
62,000 |
421 |
0.001 |
Closed - End Fund - E... |
|
|
BBIN |
Jpmorgan Betabuilders Inter... |
113 |
- |
$0.00 |
$712,000 |
11,841 |
0.14% |
124,000 |
1,518 |
0.013 |
N/A |
|
|
LLY |
Eli Lilly & Co |
115 |
- |
$808.45 |
$699,000 |
898 |
0.14% |
254,000 |
134 |
0 |
Drug Manufacturers - ... |
|
|
DES |
WisdomTree SmallCap Dividend |
117 |
- |
$31.52 |
$678,000 |
20,754 |
0.13% |
66,000 |
1,729 |
0.035 |
Closed - End Fund - E... |
|
|
CRM |
Salesforce.com Inc |
122 |
- |
$278.57 |
$663,000 |
2,202 |
0.13% |
323,000 |
911 |
0 |
Internet Software & S... |
|
|
LMT |
Lockheed Martin Corp |
120 |
- |
$467.08 |
$663,000 |
1,457 |
0.13% |
325,000 |
712 |
0.001 |
Aerospace/Defense - M... |
|
|
RDVI |
Ft Cboe Vest Rising Dividen... |
123 |
- |
$0.00 |
$652,000 |
26,629 |
0.13% |
65,000 |
1,202 |
0.03 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
126 |
- |
$59.02 |
$619,000 |
10,183 |
0.12% |
79,000 |
8,233 |
0.005 |
Closed - End Fund - E... |
|
|
ONEY |
Spdr Russell 1000 Yield Foc... |
129 |
- |
$0.00 |
$616,000 |
5,669 |
0.12% |
96,000 |
508 |
0.063 |
N/A |
|
|
LGLV |
Spdr Russell 1000 Low Volat... |
132 |
- |
$152.68 |
$605,000 |
3,882 |
0.12% |
81,000 |
269 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
136 |
- |
$203.19 |
$590,000 |
2,806 |
0.11% |
32,000 |
26 |
0 |
Closed - End Fund - E... |
|
|
QCOM |
QUALCOMM Inc |
138 |
- |
$201.76 |
$580,000 |
3,426 |
0.11% |
203,000 |
816 |
0 |
Communication Equipment |
|
|
CLX |
Clorox Co |
139 |
- |
$131.29 |
$574,000 |
3,749 |
0.11% |
58,000 |
133 |
0.003 |
Cleaning Products |
|
|
VEA |
Vanguard Europe Pacific ETF |
142 |
- |
$49.56 |
$559,000 |
11,143 |
0.11% |
29,000 |
77 |
0 |
Closed - End Fund - F... |
|
|
ACN |
Accenture Plc |
144 |
- |
$305.93 |
$555,000 |
1,602 |
0.11% |
-3,000 |
13 |
0 |
Management Services |
|
|
NVO |
Novo Nordisk A/S (ADR) |
145 |
- |
$135.57 |
$542,000 |
4,221 |
0.11% |
214,000 |
1,050 |
0 |
Drug Manufacturers - ... |
|
|
FTHY |
First Trust High Yield Oppo... |
146 |
- |
$14.32 |
$538,000 |
37,032 |
0.1% |
79,000 |
4,075 |
0.101 |
N/A |
|
|
ETN |
Eaton Corp |
148 |
- |
$338.42 |
$533,000 |
1,705 |
0.1% |
125,000 |
9 |
0 |
Diversified Machinery |
|
|
GD |
General Dynamics Corp |
149 |
- |
$296.52 |
$525,000 |
1,857 |
0.1% |
44,000 |
3 |
0.001 |
Aerospace/Defense - M... |
|
|
VYM |
Vanguard High Dividend Yiel... |
150 |
- |
$118.97 |
$523,000 |
4,324 |
0.1% |
66,000 |
234 |
0.001 |
Closed - End Fund - Debt |
|
|
SMH |
Vaneck Vectors Semiconducto... |
151 |
- |
$208.63 |
$515,000 |
2,286 |
0.1% |
300,000 |
1,058 |
0.003 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
152 |
- |
$61.58 |
$514,000 |
7,673 |
0.1% |
131,000 |
1,434 |
0.001 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
154 |
- |
$76.27 |
$506,000 |
6,600 |
0.1% |
-2,000 |
3 |
0 |
Closed - End Fund - E... |
|
|
PDBC |
Invesco Actively Managd ETF |
153 |
- |
$14.14 |
$506,000 |
36,510 |
0.1% |
78,000 |
4,295 |
0.005 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
155 |
- |
$259.99 |
$505,000 |
1,945 |
0.1% |
59,000 |
67 |
0 |
Closed - End Fund - E... |
|
|
RH |
Restoration Hardware Holdin... |
156 |
- |
$248.50 |
$504,000 |
1,447 |
0.1% |
94,000 |
39 |
0.006 |
Home Furnishing Stores |
|
|
CL |
Colgate Palmolive Co |
157 |
- |
$93.73 |
$502,000 |
5,579 |
0.1% |
60,000 |
39 |
0.001 |
Personal Products |
|
|
NKE |
Nike Inc B |
167 |
- |
$91.40 |
$471,000 |
5,013 |
0.09% |
-64,000 |
87 |
0 |
Textile - Apparel Foo... |
|
|
VB |
Vanguard Small Cap VIPERS |
170 |
- |
$220.40 |
$458,000 |
2,004 |
0.09% |
39,000 |
40 |
0.001 |
Closed - End Fund - E... |
|
|
TMO |
Thermo Fisher Scientific |
174 |
- |
$585.03 |
$445,000 |
764 |
0.09% |
71,000 |
59 |
0 |
Medical Laboratories ... |
|
|
ABBV |
Abbvie Inc. |
177 |
- |
$158.26 |
$424,000 |
2,327 |
0.08% |
64,000 |
7 |
0 |
Drug Manufacturers - ... |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
179 |
- |
$88.59 |
$422,000 |
4,702 |
0.08% |
27,000 |
266 |
0.008 |
Closed - End Fund - E... |
|
|
C |
Citigroup Inc |
186 |
- |
$63.02 |
$404,000 |
6,396 |
0.08% |
77,000 |
31 |
0 |
Domestic Money Center... |
|
|
DPZ |
Dominos Pizza Inc |
187 |
- |
$502.13 |
$403,000 |
812 |
0.08% |
69,000 |
2 |
0.002 |
Food Wholesale |
|
|
DIS |
Walt Disney Co |
190 |
- |
$100.66 |
$399,000 |
3,260 |
0.08% |
130,000 |
285 |
0 |
Entertainment - Diver... |
|
|
TJX |
TJX Companies Inc |
191 |
- |
$100.16 |
$398,000 |
3,927 |
0.08% |
46,000 |
170 |
0 |
Discount, Variety Stores |
|
|
BND |
Vanguard Total Bond Market ETF |
197 |
- |
$71.59 |
$379,000 |
5,221 |
0.07% |
73,000 |
1,062 |
0 |
Closed - End Fund - E... |
|
|
TSLQ |
Axs Tsla Bear Daily Etf |
200 |
- |
$0.00 |
$369,000 |
9,626 |
0.07% |
111,000 |
389 |
0.107 |
N/A |
|
|
KMB |
Kimberly Clark Corp |
202 |
- |
$131.84 |
$367,000 |
2,839 |
0.07% |
23,000 |
10 |
0.016 |
Paper & Paper Products |
|
|
ORCL |
Oracle Corp |
205 |
- |
$124.09 |
$362,000 |
2,885 |
0.07% |
69,000 |
108 |
0 |
Application Software |
|
|
LAG |
Lagardere S.C.A |
207 |
- |
$24.91 |
$353,000 |
13,969 |
0.07% |
29,000 |
1,333 |
0.001 |
Closed - End Fund - E... |
|
|
XLK |
SPDR Technology Sector |
209 |
- |
$213.39 |
$350,000 |
1,680 |
0.07% |
100,000 |
380 |
0.001 |
Closed - End Fund - E... |
|
|
ADBE |
Adobe Systems Inc |
212 |
- |
$483.31 |
$340,000 |
674 |
0.07% |
-39,000 |
38 |
0 |
Application Software |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
215 |
- |
$80.39 |
$337,000 |
4,222 |
0.07% |
48,000 |
386 |
0 |
Closed - End Fund - E... |
|
|
CVX |
Chevron Corp |
221 |
- |
$156.94 |
$320,000 |
2,029 |
0.06% |
23,000 |
38 |
0 |
Integrated Oil & Gas |
|
