Insight Advisors, LLC Portfolio Holdings
Insight Advisors, LLC
- $380 Million
- Q4 2024
Insight Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $380 Million distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.8M, Nvidia Corp with a value of $22.4M, Spdr S&P 500 ETF Trust with a value of $16.5M, Amazon Com Inc with a value of $10.6M, and Wisdomtree Tr Us Quality Divid with a value of $8.88M.
Examining the 13F form we can see an increase of $7.61M in the current position value, from $372M to 380M.
Insight Advisors, LLC is based out at Newtown, PA
Below you can find more details about Insight Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$380 Million
ETFs: $206 Million
Technology: $74.5 Million
Financial Services: $23.1 Million
Consumer Cyclical: $21.1 Million
Communication Services: $19.5 Million
Consumer Defensive: $9.57 Million
Healthcare: $8.32 Million
Industrials: $7.75 Million
Other: $6.22 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $380 Million
- Prior Value $372 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks