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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 |
|
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 |
|
- |
$184.57 |
$20,187,000 |
104,853 |
% |
2,329,000 |
549 |
0 |
N/A |
|
NVDA |
NVIDIA Corporation |
|
- |
$887.47 |
$9,687,000 |
19,559 |
% |
1,628,000 |
1,031 |
0 |
N/A |
|
AMZN |
Amazon.com Inc |
|
- |
$189.50 |
$6,879,000 |
45,274 |
% |
1,251,000 |
998 |
0 |
N/A |
|
MSFT |
Microsoft Corp |
|
- |
$412.32 |
$6,690,000 |
17,792 |
% |
1,088,000 |
49 |
0 |
N/A |
|
FTSM |
First Trust Enhanced Short ... |
|
- |
$59.68 |
$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... |
|
- |
$520.17 |
$5,001,000 |
10,522 |
% |
2,319,000 |
4,248 |
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 |
|
EPS |
WisdomTree Earnings 500 |
|
- |
$55.11 |
$4,097,000 |
81,746 |
% |
424,000 |
1,462 |
0 |
N/A |
|
GOOGL |
Alphabet Inc |
|
- |
$169.96 |
$3,959,000 |
28,341 |
% |
292,000 |
321 |
0 |
N/A |
|
TSLA |
Tesla Motors Inc |
|
- |
$177.81 |
$3,661,000 |
14,733 |
% |
12,000 |
151 |
0.001 |
Auto Manufacturers |
|
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 |
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$522.66 |
$3,155,000 |
6,606 |
% |
524,000 |
479 |
0 |
N/A |
|
IPE |
Spdr Barclays Capital Tips Etf |
|
- |
$25.30 |
$2,866,000 |
112,077 |
% |
96,000 |
559 |
0 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$441.02 |
$2,836,000 |
6,925 |
% |
455,000 |
279 |
0 |
N/A |
|
AMD |
Advanced Micro Devices Inc |
|
- |
$152.39 |
$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 |
|
- |
$57.62 |
$2,398,000 |
44,560 |
% |
1,768,000 |
31,841 |
0 |
N/A |
|
VIGI |
Vanguard International Divi... |
|
- |
$80.52 |
$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 |
0.06 |
Closed - End Fund - E... |
|
BX |
Blackstone Group LP |
|
- |
$120.62 |
$2,117,000 |
16,173 |
% |
391,000 |
65 |
0.002 |
Asset Management |
|
BUG |
Global X Cybersecurity Etf |
|
- |
$0.00 |
$1,996,000 |
68,111 |
% |
512,000 |
7,014 |
0 |
N/A |
|
EDIV |
Spdr S&P Emerging Markets D... |
|
- |
$34.75 |
$1,884,000 |
57,923 |
% |
947,000 |
26,453 |
0 |
N/A |
|
COST |
Costco Wholesale Corp |
|
- |
$779.04 |
$1,807,000 |
2,736 |
% |
270,000 |
15 |
0 |
N/A |
|
FINX |
Global X Funds Global X Fin... |
|
- |
$25.86 |
$1,802,000 |
70,492 |
% |
557,000 |
8,668 |
0 |
N/A |
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$478.15 |
$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 |
|
PFE |
Pfizer Inc |
|
- |
$28.18 |
$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 |
|
PEP |
Pepsico Inc |
|
- |
$178.06 |
$1,255,000 |
7,388 |
% |
12,000 |
53 |
0 |
N/A |
|
ITR |
SPDR Series Trust |
|
- |
$32.37 |
$1,230,000 |
37,460 |
% |
57,000 |
167 |
0 |
N/A |
|
FB |
Meta Platforms Inc |
|
- |
$475.42 |
$1,224,000 |
3,459 |
% |
192,000 |
21 |
0 |
N/A |
|
WFC |
Wells Fargo & Co |
|
- |
$61.28 |
$1,174,000 |
23,847 |
% |
201,000 |
45 |
0 |
N/A |
|
BOTZ |
Global X Robotics & Artific... |
|
- |
$31.34 |
$1,124,000 |
39,420 |
% |
230,000 |
3,269 |
0 |
N/A |
|
BRK.B |
Berkshire Hathaway B |
|
- |
$408.82 |
$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 |
|
- |
$60.24 |
$1,114,000 |
7,065 |
% |
25,000 |
254 |
0 |
Discount, Variety Stores |
|
RSP |
Guggenheim ETF Trust - Gugg... |
|
- |
$165.84 |
$1,082,000 |
6,858 |
% |
279,000 |
1,190 |
0 |
N/A |
|
SNSR |
Global X Funds Global X Int... |
|
- |
$35.83 |
$1,075,000 |
30,453 |
% |
164,000 |
720 |
0 |
N/A |
|
ELR |
streetTRACKS Series Trust -... |
|
- |
$61.19 |
$1,065,000 |
19,049 |
% |
125,000 |
344 |
0 |
N/A |
|
SPYD |
Spdr S&p 500 High Dividend Etf |
|
- |
$40.78 |
$1,046,000 |
26,700 |
% |
150,000 |
1,161 |
0 |
N/A |
|
FV |
First Trust Dorsey Wright F... |
|
- |
$55.41 |
$1,015,000 |
19,685 |
% |
143,000 |
4 |
0 |
N/A |
|
SMLV |
Spdr Russell 2000 Low Volat... |
|
- |
$111.73 |
$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... |
|
- |
$63.76 |
$980,000 |
16,763 |
% |
113,000 |
238 |
0 |
N/A |
|
PANW |
Palo Alto Networks Inc |
|
- |
$295.67 |
$940,000 |
3,189 |
% |
385,000 |
821 |
0 |
N/A |
|
IBM |
International Business Mach... |
|
- |
$166.27 |
$897,000 |
5,484 |
% |
132,000 |
35 |
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... |
|
AOA |
iShares Trust |
|
- |
$73.15 |
$845,000 |
12,242 |
% |
74,000 |
102 |
0 |
N/A |
|
SCHD |
Schwab US Dividend Equity ETF |
|
- |
$79.16 |
$833,000 |
10,939 |
% |
312,000 |
3,583 |
0 |
N/A |
|
LWC |
SPDR Series Trust |
|
- |
$22.50 |
$774,000 |
32,552 |
% |
109,000 |
1,220 |
0 |
N/A |
|
EBIZ |
Global X E-commerce Etf |
|
- |
$0.00 |
$761,000 |
35,895 |
% |
138,000 |
1,475 |
0 |
N/A |
|
XOM |
Exxon Mobil Corp |
|
- |
$118.44 |
$617,000 |
6,171 |
% |
-98,000 |
86 |
0 |
N/A |
|
FTY |
iShares Trust |
|
- |
$52.22 |
$609,000 |
11,213 |
% |
103,000 |
482 |
0 |
N/A |
|
BBIN |
Jpmorgan Betabuilders Inter... |
|
- |
$0.00 |
$588,000 |
10,323 |
% |
247,000 |
3,781 |
0 |
N/A |
|
RDVI |
Ft Cboe Vest Rising Dividen... |
|
- |
$0.00 |
$587,000 |
25,427 |
% |
54,000 |
153 |
0 |
N/A |
|
AMGN |
Amgen Inc |
|
- |
$312.86 |
$580,000 |
2,013 |
% |
55,000 |
59 |
0 |
N/A |
|
ACN |
Accenture Plc |
|
- |
$306.61 |
$558,000 |
1,589 |
% |
71,000 |
4 |
0 |
N/A |
|
ENVX |
Enovix Corp |
|
- |
$9.14 |
$555,000 |
44,354 |
% |
16,000 |
1,370 |
0 |
N/A |
|
SHAG |
Wisdomtree Barclays Yield E... |
|
- |
$0.00 |
$528,000 |
11,164 |
% |
12,000 |
12 |
0.429 |
N/A |
|
ONEY |
Spdr Russell 1000 Yield Foc... |
|
- |
$0.00 |
$520,000 |
5,161 |
% |
49,000 |
9 |
0.057 |
N/A |
|
CLX |
Clorox Co |
|
- |
$141.56 |
$516,000 |
3,616 |
% |
80,000 |
288 |
0 |
N/A |
|
ISCF |
Ishares Edge Msci Multifact... |
|
- |
$0.00 |
$498,000 |
15,486 |
% |
182,000 |
4,814 |
0 |
N/A |
|
CWEN |
Clearway Energy Inc |
|
- |
$26.49 |
$492,000 |
17,924 |
% |
145,000 |
1,529 |
0 |
N/A |
|
SLYV |
streetTRACKS Dow Jones US S... |
|
- |
$81.57 |
$489,000 |
5,872 |
% |
82,000 |
251 |
0 |
N/A |
|
V |
Visa Inc |
|
- |
$278.54 |
$478,000 |
1,835 |
% |
87,000 |
135 |
0 |
N/A |
|
FTHI |
First Trust High Income |
|
- |
$0.00 |
$475,000 |
22,224 |
% |
76,000 |
2,667 |
0 |
N/A |
|
ARKK |
Ark Innovation ETF |
|
- |
$44.16 |
$475,000 |
9,073 |
% |
189,000 |
1,861 |
0 |
N/A |
|
FTHY |
First Trust High Yield Oppo... |
|
- |
$14.26 |
$459,000 |
32,957 |
% |
28,000 |
596 |
0 |
N/A |
|
VTI |
Vanguard Total Stock Market... |
|
- |
$257.81 |
$446,000 |
1,878 |
% |
170,000 |
579 |
0 |
N/A |
|
LLY |
Eli Lilly & Co |
|
- |
$771.55 |
$445,000 |
764 |
% |
43,000 |
15 |
0 |
N/A |
|
FXH |
First Trust Health Care Alp... |
|
- |
$105.44 |
$441,000 |
4,259 |
% |
41,000 |
145 |
0 |
N/A |
|
MDYV |
streetTRACKS Series Trust -... |
|
- |
$74.77 |
$429,000 |
5,840 |
% |
67,000 |
252 |
0 |
N/A |
|
PDBC |
Invesco Actively Managd ETF |
|
- |
$14.10 |
$428,000 |
32,215 |
% |
-49,000 |
292 |
0 |
N/A |
|
FSK |
Fs Kkr Capital Inc |
|
- |
$4.20 |
$410,000 |
20,518 |
% |
8,000 |
94 |
0 |
N/A |
|
MA |
MasterCard Inc A |
|
- |
$455.49 |
$365,000 |
855 |
% |
28,000 |
5 |
0 |
N/A |
|
TJX |
TJX Companies Inc |
|
- |
$98.91 |
$352,000 |
3,757 |
% |
28,000 |
112 |
0 |
N/A |
|
KMB |
Kimberly Clark Corp |
|
- |
$136.66 |
$344,000 |
2,829 |
% |
3,000 |
10 |
0 |
N/A |
|
DPZ |
Dominos Pizza Inc |
|
- |
$517.26 |
$334,000 |
810 |
% |
41,000 |
35 |
0 |
N/A |
|
UBER |
Uber Technologies, Inc |
|
- |
$67.93 |
$318,000 |
5,168 |
% |
81,000 |
12 |
0 |
N/A |
|
CEG |
Constellation Energy Corp |
|
- |
$215.91 |
$307,000 |
2,627 |
% |
22,000 |
17 |
0 |
N/A |
|
EFA |
iShares TR MSCI EAFE Indx FD |
|
- |
$80.19 |
$289,000 |
3,836 |
% |
41,000 |
237 |
0 |
N/A |
|
HERO |
Global X Video Games & Espo... |
|
- |
$0.00 |
$276,000 |
13,705 |
% |
33,000 |
669 |
0 |
N/A |
|
EFAX |
Spdr Msci Eafe Fossil Fuel ... |
|
- |
$0.00 |
$267,000 |
6,853 |
% |
24,000 |
10 |
0 |
N/A |
|
SGOV |
Ishares 03 Month Treasury B... |
|
- |
$0.00 |
$264,000 |
2,637 |
% |
0 |
16 |
0 |
N/A |
|
IPKW |
Invesco International Buyba... |
|
- |
$40.44 |
$254,000 |
6,776 |
% |
18,000 |
54 |
0 |
N/A |
|
WM |
Waste Management Inc |
|
- |
$210.50 |
$251,000 |
1,402 |
% |
38,000 |
3 |
0 |
N/A |
|
DVY |
iShares Dow Select Div |
|
- |
$124.04 |
$251,000 |
2,143 |
% |
22,000 |
16 |
0 |
N/A |
|
XLK |
SPDR Technology Sector |
|
- |
$204.78 |
$250,000 |
1,300 |
% |
46,000 |
54 |
0 |
N/A |
|
VHT |
Vanguard Health Care Vipers |
|
- |
$262.05 |
$241,000 |
962 |
% |
17,000 |
11 |
0 |
N/A |
|
ECL |
Ecolab Inc |
|
- |
$233.58 |
$229,000 |
1,156 |
% |
229,000 |
1,156 |
0 |
N/A |
|
CP |
Canadian Pacific Railway Li... |
|
- |
$82.54 |
$228,000 |
2,888 |
% |
14,000 |
17 |
0 |
N/A |
|
FDN |
First Trust Dow Jones Inter... |
|
- |
$202.54 |
$225,000 |
1,207 |
% |
225,000 |
1,207 |
0 |
N/A |
|
IWP |
iShares Tr Russell MidCap Gr |
|
- |
$110.00 |
$214,000 |
2,048 |
% |
214,000 |
2,048 |
0 |
N/A |
|
OMFL |
Oppenheimer Russell 1000 Dy... |
|
- |
$0.00 |
$208,000 |
4,039 |
% |
208,000 |
4,039 |
0 |
N/A |
|
EZM |
WisdomTree MidCap Earnings |
|
- |
$59.62 |
$204,000 |
3,563 |
% |
204,000 |
3,563 |
0 |
N/A |
|
AGEN |
Antigenics Inc |
|
- |
$0.44 |
$13,000 |
16,180 |
% |
-4,000 |
1,000 |
0 |
N/A |
|