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  Name: Insight Advisors LLC/ PA
  City: NEWTOWN
  State: PA
  Zip: 18940
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $472,937,000
  Total Value Change : $36,379,000
  Securities Held Change : 9
   
All Securities Held : 284
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $179.14 $5,845,000 34,304 % 494,000 -134 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $342.82 $4,867,000 15,655 % 594,000 -36 0    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... - $74.84 $4,221,000 60,054 % 383,000 -392 0    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... - $0.00 $3,774,000 39,640 % -246,000 -5,759 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust - $92.55 $3,476,000 41,898 % 231,000 -2,727 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,325.37 $3,202,000 2,868 % 819,000 -1 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $159.58 $2,867,000 19,177 % 212,000 -69 0    N/A
   (FTLS)1 Year Chart         FTLS First Trust Long Short Equity - $0.00 $2,744,000 48,775 % -246,000 -7,475 0    N/A
   (CWH)1 Year Chart         CWH Camping World Holdings, Inc. - $21.49 $2,355,000 89,683 % 338,000 -9,146 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $2,194,000 20,124 % 117,000 -46 0.001    Drug Manufacturers - ...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus - $35.70 $2,048,000 60,214 % 82,000 -3,172 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $148.95 $1,894,000 12,084 % -27,000 -250 0    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... - $229.07 $1,874,000 8,534 % 209,000 -15 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $515.42 $1,868,000 3,859 % 252,000 -37 0    N/A
   (DLS)1 Year Chart         DLS WisdomTree Trust Internatio... - $62.48 $1,783,000 27,924 % -528,000 -12,287 0.133    Closed - End Fund - E...
   (DJP)1 Year Chart         DJP iPath Bloomberg Commodity I... - $32.23 $1,727,000 56,842 % -366,000 -8,283 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS - $249.84 $1,643,000 6,794 % 185,000 -12 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $338.83 $1,600,000 4,614 % 194,000 -38 0    N/A
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings - $48.51 $1,585,000 31,806 % 173,000 -817 0    N/A
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... - $30.15 $1,577,000 54,613 % -345,000 -17,463 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF - $152.47 $1,466,000 10,113 % 133,000 -68 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $165.07 $1,420,000 9,692 % -2,000 -59 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $609.47 $1,364,000 2,801 % 306,000 -2 0    N/A
   (DRIV)1 Year Chart         DRIV Global X Autonomous & Elect... - $0.00 $1,353,000 54,839 % 15,000 -2,128 0    N/A
   (DGS)1 Year Chart         DGS Wisdomtree Emerging Mkts Sm... - $51.98 $1,294,000 25,916 % -406,000 -10,829 0    N/A
   (AXP)1 Year Chart         AXP American Express Co - $236.24 $1,282,000 6,841 % 233,000 -192 0    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR - $84.43 $1,245,000 16,584 % 106,000 -56 0    N/A
   (SMAY)1 Year Chart         SMAY Ft Cboe Vest Us Small Cp Mo... - $0.00 $1,170,000 53,161 % -590,000 -33,409 0    N/A
   (DWMF)1 Year Chart         DWMF Wisdomtree International Mu... - $0.00 $1,141,000 45,118 % -37,000 -2,843 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $268.49 $1,126,000 3,796 % 117,000 -33 0    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... - $72.56 $1,106,000 18,085 % 76,000 -5 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $186.44 $1,064,000 5,914 % 111,000 -64 0    N/A
   (EDOC)1 Year Chart         EDOC Global X Fds - $0.00 $1,062,000 104,937 % -48,000 -15,943 0    N/A
   (PCAR)1 Year Chart         PCAR Paccar Inc - $106.11 $978,000 10,014 % 95,000 -375 0.003    Trucks & Other Vehicles
   (BA)1 Year Chart         BA Boeing Co - $180.35 $933,000 3,581 % 109,000 -718 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $171.16 $896,000 6,359 % -70,000 -970 0    N/A
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf - $304.65 $888,000 3,279 % 74,000 -21 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS - $130.04 $836,000 7,127 % -222,000 -1,221 0    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond - $0.00 $819,000 31,004 % 50,000 -18 0    N/A
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units - $17.85 $800,000 50,230 % -50,000 -9,100 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health - $142.08 $790,000 5,791 % -33,000 -605 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $195.65 $784,000 4,611 % 82,000 -228 0    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF - $57.31 $782,000 13,935 % 58,000 -19 0.003    Closed - End Fund - F...
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... - $45.70 $769,000 18,318 % 53,000 -161 0    N/A
   (F)1 Year Chart         F Ford Motor Co - $12.50 $743,000 60,974 % -17,000 -216 0.002    Auto Manufacturers
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm - $27.75 $737,000 25,788 % 27,000 -16 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $108.26 $713,000 6,590 % 90,000 -14 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $503.21 $702,000 1,334 % -20,000 -97 0    N/A
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... - $0.00 $694,000 20,151 % 76,000 -178 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $335.19 $693,000 2,286 % 50,000 -130 0    N/A
   (BAH)1 Year Chart         BAH Booz Allen Hamilton Holding... - $151.07 $680,000 5,318 % 97,000 -20 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $39.48 $680,000 18,035 % 15,000 -2,474 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... - $41.63 $660,000 16,271 % -1,365,000 -37,889 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $93.10 $630,000 7,514 % -56,000 -79 0    N/A
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend - $31.84 $612,000 19,025 % 69,000 -237 0    N/A
   (GJUL)1 Year Chart         GJUL Ft Vest Us Equity Moderate ... - $0.00 $611,000 19,044 % -460,000 -16,717 0.212    N/A
   (PRU)1 Year Chart         PRU Prudential Financial Inc - $116.69 $587,000 5,657 % 49,000 -10 0    N/A
   (DE)1 Year Chart         DE Deere & Co - $405.42 $565,000 1,412 % 31,000 -3 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $203.78 $558,000 2,780 % 61,000 -34 0    N/A
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc - $425.94 $557,000 1,467 % 70,000 -10 0    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect - $177.85 $550,000 3,074 % 31,000 -147 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $59.28 $540,000 1,950 % 30,000 -97 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $93.59 $535,000 4,926 % 42,000 -226 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $49.56 $530,000 11,066 % 42,000 -85 0.001    Closed - End Fund - F...
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... - $152.56 $524,000 3,613 % 36,000 -38 0    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value - $182.16 $518,000 2,978 % 56,000 -26 0    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond - $76.22 $508,000 6,597 % 6,000 -75 0    N/A
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... - $79.23 $498,000 7,611 % 51,000 -185 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp - $199.96 $494,000 2,650 % -90,000 -272 0    N/A
   (IBND)1 Year Chart         IBND Spdr Barclays Capital Inter... - $28.83 $488,000 16,315 % 40,000 -208 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp - $292.74 $481,000 1,854 % 71,000 -1 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp - $101.02 $476,000 5,653 % 55,000 -191 0    Conglomerates
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... - $50.40 $475,000 9,458 % -15,000 -284 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... - $118.59 $457,000 4,090 % 24,000 -105 0    N/A
   (PINK)1 Year Chart         PINK Simplify Health Care Etf - $0.00 $443,000 16,186 % -50,000 -3,432 0    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co - $93.47 $442,000 5,540 % 37,000 -150 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $198.05 $427,000 2,036 % 50,000 -5 0    N/A
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR - $89.16 $421,000 5,318 % 36,000 -5 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value - $175.05 $421,000 2,546 % 15,000 -128 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS - $220.83 $419,000 1,964 % 38,000 -50 0    N/A
   (RH)1 Year Chart         RH Restoration Hardware Holdin... - $278.76 $410,000 1,408 % 5,000 -123 0    N/A
   (ETN)1 Year Chart         ETN Eaton Corp - $330.40 $408,000 1,696 % 46,000 -1 0    N/A
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q - $59.77 $396,000 7,320 % 25,000 -103 0    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... - $88.57 $395,000 4,436 % 24,000 -61 0    N/A
   (VNLA)1 Year Chart         VNLA Janus Short Duration Income... - $48.33 $392,000 8,116 % -10,000 -270 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc - $344.50 $391,000 1,323 % 19,000 -39 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. - $63.81 $383,000 6,239 % -583,000 -10,280 0    N/A
   (PFIG)1 Year Chart         PFIG Invesco Fdmtl Invmt Grd Cor... - $23.26 $380,000 16,039 % 17,000 -62 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $488.10 $379,000 636 % 54,000 -1 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF - $24.95 $377,000 17,302 % -71,000 -4,700 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $180.55 $377,000 2,610 % 78,000 -86 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific - $573.64 $374,000 705 % -121,000 -272 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $160.45 $360,000 2,320 % -19,000 -222 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp - $37.71 $351,000 10,422 % 46,000 -733 0    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp - $913.28 $350,000 447 % 64,000 -9 0    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... - $0.00 $341,000 2,697 % 18,000 -347 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $278.97 $340,000 1,291 % 76,000 -11 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp - $466.16 $338,000 745 % 0 -82 0    N/A
   (FTSL)1 Year Chart         FTSL First Trust Senior Loan Fund - $46.24 $336,000 7,293 % 1,000 -35 0    N/A
   (C)1 Year Chart         C Citigroup Inc - $62.75 $327,000 6,365 % 50,000 -368 0    N/A

      100 Records Found
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