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| Name: |
Insight Advisors LLC/ PA |
| City: |
NEWTOWN |
| State: |
PA |
| Zip: |
18940 |
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data |
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| Holdings
Found :
37 |
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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 |
|
VOT |
Van Kampen Municipal Opport... |
44 |
- |
$234.33 |
$2,012,000 |
8,534 |
0.39% |
138,000 |
0 |
0.018 |
Closed - End Fund - Debt |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
56 |
- |
$155.47 |
$1,577,000 |
10,113 |
0.31% |
111,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
80 |
- |
$189.63 |
$1,135,000 |
5,914 |
0.22% |
71,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
SITE |
SiteOne Landscape Supply Inc |
95 |
- |
$154.44 |
$891,000 |
5,106 |
0.17% |
61,000 |
0 |
0.01 |
N/A |
|
|
PRU |
Prudential Financial Inc |
119 |
- |
$117.84 |
$664,000 |
5,657 |
0.13% |
77,000 |
0 |
0.001 |
Life & Health Insurance |
|
|
AMP |
Ameriprise Financial Inc |
124 |
- |
$434.08 |
$643,000 |
1,467 |
0.12% |
86,000 |
0 |
0.001 |
Asset Management |
|
|
IVE |
iShares S&P 500/BARRA Value |
143 |
- |
$185.92 |
$556,000 |
2,978 |
0.11% |
38,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
FTHI |
First Trust High Income |
159 |
- |
$0.00 |
$499,000 |
22,224 |
0.1% |
24,000 |
0 |
0.025 |
N/A |
|
|
CEG |
Constellation Energy Corp |
163 |
- |
$222.59 |
$486,000 |
2,627 |
0.09% |
179,000 |
0 |
0.001 |
N/A |
|
|
IWD |
iShares Russell 1000 Value |
171 |
- |
$178.69 |
$456,000 |
2,546 |
0.09% |
35,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
GPN |
Global Payments Inc |
185 |
- |
$127.47 |
$406,000 |
3,036 |
0.08% |
20,000 |
0 |
0.001 |
Business Services |
|
|
ED |
Consolidated Edison Inc |
189 |
- |
$96.34 |
$400,000 |
4,400 |
0.08% |
0 |
0 |
0.001 |
Multi Utilities |
|
|
SLV |
iShares Silver Trust ETF |
194 |
- |
$29.27 |
$394,000 |
17,302 |
0.08% |
17,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
CMG |
Chipotle Mexican Grill Inc |
195 |
- |
$3,172.80 |
$387,000 |
133 |
0.08% |
83,000 |
0 |
0 |
Restaurants |
|
|
ENVX |
Enovix Corp |
206 |
- |
$10.36 |
$355,000 |
44,354 |
0.07% |
-200,000 |
0 |
0.031 |
N/A |
|
|
UVSP |
Univest Corp Of Pennsylvania |
213 |
- |
$22.52 |
$338,000 |
16,250 |
0.07% |
-20,000 |
0 |
0.056 |
Domestic Regional Banks |
|
|
OXY |
Occidental Petroleum Corp |
216 |
- |
$63.35 |
$336,000 |
5,175 |
0.07% |
27,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
GSY |
Invesco Ultra Short Duratio... |
233 |
- |
$49.83 |
$292,000 |
5,851 |
0.06% |
0 |
0 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
235 |
- |
$44.53 |
$290,000 |
6,949 |
0.06% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DBC |
Invesco DB Commodity Tracki... |
236 |
- |
$23.82 |
$286,000 |
12,434 |
0.06% |
12,000 |
0 |
0.016 |
Closed - End Fund - Debt |
|
|
DLN |
WisdomTree LargeCap Dividen... |
238 |
- |
$70.09 |
$276,000 |
3,820 |
0.05% |
22,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
CI |
Cigna Corporation |
247 |
- |
$336.38 |
$260,000 |
717 |
0.05% |
45,000 |
0 |
0 |
Health Care Plans |
|
|
CP |
Canadian Pacific Railway Li... |
251 |
- |
$81.21 |
$255,000 |
2,888 |
0.05% |
27,000 |
0 |
0 |
Railroads |
|
|
FDN |
First Trust Dow Jones Inter... |
256 |
- |
$205.23 |
$248,000 |
1,207 |
0.05% |
23,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SBUX |
Starbucks Corp |
257 |
- |
$77.72 |
$248,000 |
2,717 |
0.05% |
-13,000 |
0 |
0 |
Specialty Eateries |
|
|
MMIT |
Iq Mackay Municipal Interme... |
258 |
- |
$0.00 |
$241,000 |
9,875 |
0.05% |
-2,000 |
0 |
0.018 |
N/A |
|
|
SO |
Southern Co |
267 |
- |
$79.78 |
$232,000 |
3,238 |
0.05% |
5,000 |
0 |
0 |
Electric Utilities |
|
|
TIP |
iShares Lehman TIPS Bond |
279 |
- |
$106.74 |
$202,000 |
1,882 |
0.04% |
0 |
0 |
0.023 |
Closed - End Fund - E... |
|
|
PPSI |
Pioneer Power Solutions Inc |
283 |
- |
$3.83 |
$190,000 |
33,240 |
0.04% |
-36,000 |
0 |
0.381 |
N/A |
|
|
PCT |
Purecycle Technologies, Inc. |
286 |
- |
$0.00 |
$131,000 |
21,037 |
0.03% |
46,000 |
0 |
0.018 |
N/A |
|
|
HIPS |
Graniteshares Hips Us High ... |
287 |
- |
$0.00 |
$129,000 |
10,000 |
0.03% |
4,000 |
0 |
0.222 |
N/A |
|
|
EXG |
Eaton Vance Tax-Managed Glo... |
289 |
- |
$8.36 |
$94,000 |
11,500 |
0.02% |
5,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
ETJ |
Eaton Vance Risk-Managed Di... |
290 |
- |
$8.53 |
$85,000 |
10,189 |
0.02% |
5,000 |
0 |
0.015 |
Closed - End Fund - E... |
|
|
REAL |
Therealreal, Inc. |
291 |
- |
$4.32 |
$78,000 |
20,000 |
0.02% |
38,000 |
0 |
0.023 |
N/A |
|
|
INDI |
Indie Semiconductor, Inc. |
292 |
- |
$6.33 |
$76,000 |
10,700 |
0.01% |
-11,000 |
0 |
0 |
N/A |
|
|
PLBY |
PLBY Group Inc |
293 |
- |
$0.95 |
$40,000 |
37,770 |
0.01% |
2,000 |
0 |
0.112 |
N/A |
|
|
BBAI |
BigBear.ai Holdings, Inc |
294 |
- |
$0.00 |
$31,000 |
15,000 |
0.01% |
-1,000 |
0 |
0.033 |
N/A |
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