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