| |
|
|
| Name: |
Insight Advisors LLC/ PA |
| City: |
NEWTOWN |
| State: |
PA |
| Zip: |
18940 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CAOS |
Alpha Architect Tail Risk Etf |
|
- |
$0.00 |
$149,078,000 |
1,793,774 |
% |
5,513,000 |
27,874 |
19.931 |
N/A |
|
|
BOXX |
Alpha Architect 1-3 Month B... |
|
- |
$0.00 |
$29,601,000 |
281,515 |
% |
2,489,000 |
20,020 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$169.30 |
$20,187,000 |
104,853 |
% |
2,329,000 |
549 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$877.35 |
$9,687,000 |
19,559 |
% |
1,628,000 |
1,031 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
|
- |
$179.62 |
$6,879,000 |
45,274 |
% |
1,251,000 |
998 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$406.32 |
$6,690,000 |
17,792 |
% |
1,088,000 |
49 |
0 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
|
- |
$176.73 |
$5,845,000 |
34,304 |
% |
494,000 |
-134 |
0 |
N/A |
|
|
FTSM |
First Trust Enhanced Short ... |
|
- |
$59.78 |
$5,775,000 |
96,801 |
% |
53,000 |
505 |
0 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
|
- |
$0.00 |
$5,082,000 |
97,753 |
% |
1,341,000 |
22,071 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
|
- |
$508.26 |
$5,001,000 |
10,522 |
% |
2,319,000 |
4,248 |
0 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
|
- |
$335.18 |
$4,867,000 |
15,655 |
% |
594,000 |
-36 |
0 |
N/A |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
|
- |
$0.00 |
$4,586,000 |
95,480 |
% |
1,482,000 |
21,049 |
0 |
N/A |
|
|
DGRW |
Wisdomtree Us Dividend Grow... |
|
- |
$73.69 |
$4,221,000 |
60,054 |
% |
383,000 |
-392 |
0 |
N/A |
|
|
EPS |
WisdomTree Earnings 500 |
|
- |
$54.09 |
$4,097,000 |
81,746 |
% |
424,000 |
1,462 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$171.95 |
$3,959,000 |
28,341 |
% |
292,000 |
321 |
0 |
N/A |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
|
- |
$0.00 |
$3,774,000 |
39,640 |
% |
-246,000 |
-5,759 |
0 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
|
- |
$168.29 |
$3,661,000 |
14,733 |
% |
12,000 |
151 |
0 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
|
- |
$90.58 |
$3,476,000 |
41,898 |
% |
231,000 |
-2,727 |
0 |
N/A |
|
|
IGLD |
Ft Cboe Vest Gold Strategy ... |
|
- |
$0.00 |
$3,473,000 |
180,678 |
% |
561,000 |
19,881 |
0 |
N/A |
|
|
USMF |
Wisdomtree Us Multifactor Fund |
|
- |
$0.00 |
$3,400,000 |
80,846 |
% |
602,000 |
8,099 |
0.09 |
N/A |
|
|
SIGI |
Selective Insurance Group Inc |
|
- |
$100.13 |
$3,277,000 |
32,945 |
% |
-122,000 |
0 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
|
- |
$1,344.07 |
$3,202,000 |
2,868 |
% |
819,000 |
-1 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$510.77 |
$3,155,000 |
6,606 |
% |
524,000 |
479 |
0 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
|
- |
$157.91 |
$2,867,000 |
19,177 |
% |
212,000 |
-69 |
0 |
N/A |
|
|
IPE |
Spdr Barclays Capital Tips Etf |
|
- |
$25.18 |
$2,866,000 |
112,077 |
% |
96,000 |
559 |
0 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$431.00 |
$2,836,000 |
6,925 |
% |
455,000 |
279 |
0 |
N/A |
|
|
FTLS |
First Trust Long Short Equity |
|
- |
$0.00 |
$2,744,000 |
48,775 |
% |
-246,000 |
-7,475 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
|
- |
$157.40 |
$2,610,000 |
17,707 |
% |
804,000 |
144 |
0 |
N/A |
|
|
FSIG |
First Trust Limited Duratio... |
|
- |
$0.00 |
$2,544,000 |
134,200 |
% |
140,000 |
3,483 |
0 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
|
- |
$56.34 |
$2,398,000 |
44,560 |
% |
1,768,000 |
31,841 |
0 |
N/A |
|
|
CWH |
Camping World Holdings, Inc. |
|
- |
$21.45 |
$2,355,000 |
89,683 |
% |
338,000 |
-9,146 |
0 |
N/A |
|
|
MRK |
Merck & Co Inc |
|
- |
$131.20 |
$2,194,000 |
20,124 |
% |
117,000 |
-46 |
0.001 |
Drug Manufacturers - ... |
|
|
VIGI |
Vanguard International Divi... |
|
- |
$78.85 |
$2,189,000 |
27,596 |
% |
652,000 |
6,049 |
0 |
N/A |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
|
- |
$46.58 |
$2,125,000 |
46,512 |
% |
960,000 |
18,077 |
0 |
N/A |
|
|
BX |
Blackstone Group LP |
|
- |
$122.49 |
$2,117,000 |
16,173 |
% |
391,000 |
65 |
0.002 |
Asset Management |
|
|
GWL |
St Spdr S&P Wld Xus |
|
- |
$34.97 |
$2,048,000 |
60,214 |
% |
82,000 |
-3,172 |
0 |
N/A |
|
|
BUG |
Global X Cybersecurity Etf |
|
- |
$0.00 |
$1,996,000 |
68,111 |
% |
512,000 |
7,014 |
0 |
N/A |
|
|
JNJ |
Johnson & Johnson |
|
- |
$146.14 |
$1,894,000 |
12,084 |
% |
-27,000 |
-250 |
0 |
N/A |
|
|
EDIV |
Spdr S&P Emerging Markets D... |
|
- |
$33.61 |
$1,884,000 |
57,923 |
% |
947,000 |
26,453 |
0 |
N/A |
|
|
VOT |
Van Kampen Municipal Opport... |
|
- |
$226.79 |
$1,874,000 |
8,534 |
% |
209,000 |
-15 |
0 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
|
- |
$503.94 |
$1,868,000 |
3,859 |
% |
252,000 |
-37 |
0 |
N/A |
|
|
COST |
Costco Wholesale Corp |
|
- |
$729.18 |
$1,807,000 |
2,736 |
% |
270,000 |
15 |
0 |
N/A |
|
|
FINX |
Global X Funds Global X Fin... |
|
- |
$25.78 |
$1,802,000 |
70,492 |
% |
557,000 |
8,668 |
0 |
N/A |
|
|
DLS |
WisdomTree Trust Internatio... |
|
- |
$62.48 |
$1,783,000 |
27,924 |
% |
-528,000 |
-12,287 |
0.133 |
Closed - End Fund - E... |
|
|
DJP |
iPath Bloomberg Commodity I... |
|
- |
$32.53 |
$1,727,000 |
56,842 |
% |
-366,000 |
-8,283 |
0 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
|
- |
$245.30 |
$1,643,000 |
6,794 |
% |
185,000 |
-12 |
0 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$467.21 |
$1,633,000 |
3,737 |
% |
334,000 |
429 |
0 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
|
- |
$0.00 |
$1,609,000 |
32,041 |
% |
255,000 |
5,050 |
0 |
N/A |
|
|
HD |
Home Depot Inc |
|
- |
$335.09 |
$1,600,000 |
4,614 |
% |
194,000 |
-38 |
0 |
N/A |
|
|
EES |
WisdomTree SmallCap Earnings |
|
- |
$47.52 |
$1,585,000 |
31,806 |
% |
173,000 |
-817 |
0 |
N/A |
|
|
XSOE |
Wisdomtree Emerging Markets... |
|
- |
$29.33 |
$1,577,000 |
54,613 |
% |
-345,000 |
-17,463 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
|
- |
$25.40 |
$1,565,000 |
54,360 |
% |
270,000 |
15,304 |
0 |
N/A |
|
|
CLOU |
Global X Cloud Computing Etf |
|
- |
$0.00 |
$1,541,000 |
68,018 |
% |
422,000 |
8,581 |
0 |
N/A |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
|
- |
$150.08 |
$1,466,000 |
10,113 |
% |
133,000 |
-68 |
0 |
N/A |
|
|
PG |
Procter & Gamble Co |
|
- |
$161.29 |
$1,420,000 |
9,692 |
% |
-2,000 |
-59 |
0 |
N/A |
|
|
ADP |
Automatic Data Processing Inc |
|
- |
$243.07 |
$1,365,000 |
5,859 |
% |
-44,000 |
0 |
0 |
N/A |
|
|
NFLX |
Netflix Inc |
|
- |
$561.23 |
$1,364,000 |
2,801 |
% |
306,000 |
-2 |
0 |
N/A |
|
|
DRIV |
Global X Autonomous & Elect... |
|
- |
$0.00 |
$1,353,000 |
54,839 |
% |
15,000 |
-2,128 |
0 |
N/A |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
|
- |
$50.73 |
$1,294,000 |
25,916 |
% |
-406,000 |
-10,829 |
0 |
N/A |
|
|
AXP |
American Express Co |
|
- |
$235.64 |
$1,282,000 |
6,841 |
% |
233,000 |
-192 |
0 |
N/A |
|
|
PEP |
Pepsico Inc |
|
- |
$175.58 |
$1,255,000 |
7,388 |
% |
12,000 |
53 |
0 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
|
- |
$82.53 |
$1,245,000 |
16,584 |
% |
106,000 |
-56 |
0 |
N/A |
|
|
ITR |
SPDR Series Trust |
|
- |
$32.16 |
$1,230,000 |
37,460 |
% |
57,000 |
167 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$443.29 |
$1,224,000 |
3,459 |
% |
192,000 |
21 |
0 |
N/A |
|
|
WFC |
Wells Fargo & Co |
|
- |
$59.91 |
$1,174,000 |
23,847 |
% |
201,000 |
45 |
0 |
N/A |
|
|
SMAY |
Ft Cboe Vest Us Small Cp Mo... |
|
- |
$0.00 |
$1,170,000 |
53,161 |
% |
-590,000 |
-33,409 |
0 |
N/A |
|
|
DWMF |
Wisdomtree International Mu... |
|
- |
$0.00 |
$1,141,000 |
45,118 |
% |
-37,000 |
-2,843 |
0 |
N/A |
|
|
MCD |
McDonalds Corp |
|
- |
$273.09 |
$1,126,000 |
3,796 |
% |
117,000 |
-33 |
0 |
N/A |
|
|
BOTZ |
Global X Robotics & Artific... |
|
- |
$30.08 |
$1,124,000 |
39,420 |
% |
230,000 |
3,269 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
|
- |
$402.10 |
$1,123,000 |
3,149 |
% |
21,000 |
2 |
0 |
N/A |
|
|
ONEO |
Spdr Russell 1000 Momentum ... |
|
- |
$0.00 |
$1,117,000 |
10,694 |
% |
115,000 |
49 |
0.13 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
|
- |
$60.16 |
$1,114,000 |
7,065 |
% |
25,000 |
254 |
0 |
N/A |
|
|
PEG |
Public Service Enterprise G... |
|
- |
$67.82 |
$1,106,000 |
18,085 |
% |
76,000 |
-5 |
0 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
|
- |
$162.43 |
$1,082,000 |
6,858 |
% |
279,000 |
1,190 |
0 |
N/A |
|
|
SNSR |
Global X Funds Global X Int... |
|
- |
$34.65 |
$1,075,000 |
30,453 |
% |
164,000 |
720 |
0 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
|
- |
$59.79 |
$1,065,000 |
19,049 |
% |
125,000 |
344 |
0 |
N/A |
|
|
VBR |
Vanguard Small Cap Val VIPER |
|
- |
$182.46 |
$1,064,000 |
5,914 |
% |
111,000 |
-64 |
0 |
N/A |
|
|
EDOC |
Global X Fds |
|
- |
$0.00 |
$1,062,000 |
104,937 |
% |
-48,000 |
-15,943 |
0 |
N/A |
|
|
SPYD |
Spdr S&p 500 High Dividend Etf |
|
- |
$39.49 |
$1,046,000 |
26,700 |
% |
150,000 |
1,161 |
0 |
N/A |
|
|
FV |
First Trust Dorsey Wright F... |
|
- |
$54.69 |
$1,015,000 |
19,685 |
% |
143,000 |
4 |
0 |
N/A |
|
|
SMLV |
Spdr Russell 2000 Low Volat... |
|
- |
$107.46 |
$1,010,000 |
8,978 |
% |
140,000 |
180 |
0 |
N/A |
|
|
AGGY |
Wisdomtree Trust |
|
- |
$0.00 |
$1,008,000 |
22,888 |
% |
62,000 |
88 |
0 |
N/A |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
|
- |
$62.23 |
$980,000 |
16,763 |
% |
113,000 |
238 |
0 |
N/A |
|
|
PCAR |
Paccar Inc |
|
- |
$111.96 |
$978,000 |
10,014 |
% |
95,000 |
-375 |
0 |
N/A |
|
|
ARKG |
Ark Genomic Revolution Mult... |
|
New |
$0.00 |
$972,000 |
29,634 |
% |
972,000 |
29,634 |
0 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
|
- |
$291.42 |
$940,000 |
3,189 |
% |
385,000 |
821 |
0 |
N/A |
|
|
BA |
Boeing Co |
|
- |
$167.22 |
$933,000 |
3,581 |
% |
109,000 |
-718 |
0 |
N/A |
|
|
IBM |
International Business Mach... |
|
- |
$167.13 |
$897,000 |
5,484 |
% |
132,000 |
35 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$173.69 |
$896,000 |
6,359 |
% |
-70,000 |
-970 |
0 |
N/A |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
|
- |
$297.56 |
$888,000 |
3,279 |
% |
74,000 |
-21 |
0 |
N/A |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
|
- |
$277.92 |
$875,000 |
3,370 |
% |
127,000 |
75 |
0.007 |
Closed - End Fund - E... |
|
|
PDD |
Bloom Energy Corp |
|
- |
$129.31 |
$852,000 |
5,825 |
% |
281,000 |
0 |
0 |
N/A |
|
|
AOA |
iShares Trust |
|
- |
$71.42 |
$845,000 |
12,242 |
% |
74,000 |
102 |
0 |
N/A |
|
|
VDE |
Vanguard Energy VIPERS |
|
- |
$133.49 |
$836,000 |
7,127 |
% |
-222,000 |
-1,221 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
|
- |
$77.48 |
$833,000 |
10,939 |
% |
312,000 |
3,583 |
0 |
N/A |
|
|
SITE |
SiteOne Landscape Supply Inc |
|
- |
$162.54 |
$830,000 |
5,106 |
% |
-5,000 |
0 |
0 |
N/A |
|
|
FALN |
Ishares Fallen Angels Usd Bond |
|
- |
$0.00 |
$819,000 |
31,004 |
% |
50,000 |
-18 |
0 |
N/A |
|
|
PHYS |
Sprott Physical Goldtr Units |
|
- |
$18.14 |
$800,000 |
50,230 |
% |
-50,000 |
-9,100 |
0 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
|
- |
$139.96 |
$790,000 |
5,791 |
% |
-33,000 |
-605 |
0 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
|
- |
$193.49 |
$784,000 |
4,611 |
% |
82,000 |
-228 |
0 |
N/A |
|
