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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58B
$1.76 Million 0.46% of portfolio
9,692
Q4 2024 Added 106.78%
$0
$1.7 Million 0.45% of portfolio
16,718
Q4 2024 Added 1.22%
$306B
$1.68 Million 0.44% of portfolio
23,948
Q4 2024 Reduced 0.27%
$0
$1.63 Million 0.43% of portfolio
10,093
Q4 2024 Reduced 0.24%
$0
$1.65 Million 0.43% of portfolio
50,408
Q4 2024 Reduced 1.72%
$400B
$1.59 Million 0.42% of portfolio
11,023
Q4 2024 Reduced 1.51%
$275B
$1.56 Million 0.41% of portfolio
17,292
Q4 2024 Reduced 13.64%
$0
$1.48 Million 0.39% of portfolio
32,256
Q4 2024 Added 20.14%
$946M
$1.48 Million 0.39% of portfolio
70,222
Q4 2024 Reduced 2.62%
$398B
$1.5 Million 0.39% of portfolio
8,925
Q4 2024 Added 0.16%
$0
$1.49 Million 0.39% of portfolio
29,691
Q4 2024 Added 16.75%
$417B
$1.46 Million 0.38% of portfolio
3,751
Q4 2024 Reduced 0.42%
$41.7B
$1.44 Million 0.38% of portfolio
17,008
Q4 2024 Reduced 0.08%
$0
$1.31 Million 0.35% of portfolio
12,151
Q4 2024 Added 27.93%
$0
$1.31 Million 0.35% of portfolio
11,070
Q4 2024 Reduced 2.15%
$0
$1.24 Million 0.33% of portfolio
3,616
Q4 2024 Reduced 1.53%
$78.4B
$1.22 Million 0.32% of portfolio
61,013
Q4 2024 Reduced 17.64%
$0
$1.19 Million 0.31% of portfolio
9,312
Q4 2024 Reduced 5.09%
$0
$1.16 Million 0.31% of portfolio
5,859
Q4 2024 Reduced 0.09%
$226B
$1.19 Million 0.31% of portfolio
5,405
Q4 2024 Reduced 2.52%
$0
$1.19 Million 0.31% of portfolio
44,551
Q4 2024 Added 2.24%
$0
$1.14 Million 0.3% of portfolio
6,483
Q4 2024 Reduced 0.54%
$0
$1.15 Million 0.3% of portfolio
28,335
Q4 2024 Added 2.73%
$0
$1.13 Million 0.3% of portfolio
15,815
Q4 2024 Reduced 1.38%
$809B
$1.13 Million 0.3% of portfolio
4,723
Q4 2024 Added 0.51%
$0
$1.13 Million 0.3% of portfolio
40,510
Q4 2024 Added 174.25%
$0
$1.12 Million 0.29% of portfolio
3,055
Q4 2024 Reduced 1.16%
$0
$1.09 Million 0.29% of portfolio
2,702
Q4 2024 Added 4.93%
$0
$1.09 Million 0.29% of portfolio
54,122
Q4 2024 Reduced 2.26%
$0
$1.08 Million 0.28% of portfolio
38,152
Q4 2024 Added 15.08%
$0
$1.01 Million 0.27% of portfolio
13,231
Q4 2024 Reduced 1.64%
$0
$994,000 0.26% of portfolio
16,252
Q4 2024 Reduced 36.24%
$380B
$991,000 0.26% of portfolio
22,552
Q4 2024 Reduced 0.56%
$454B
$916,000 0.24% of portfolio
8,522
Q4 2024 Added 0.55%
$0
$921,000 0.24% of portfolio
9,253
Q4 2024 Reduced 33.15%
$0
$922,000 0.24% of portfolio
15,620
Q4 2024 Reduced 17.63%
$199B
$923,000 0.24% of portfolio
6,074
Q4 2024 Reduced 4.35%
$0
$857,000 0.23% of portfolio
26,730
Q4 2024 Reduced 19.45%
$0
$874,000 0.23% of portfolio
19,479
Q4 2024 Added 28.84%
$0
$854,000 0.22% of portfolio
38,427
Q4 2024 Added 0.62%
$0
$851,000 0.22% of portfolio
30,532
Q4 2024 Added 2.07%
$0
$821,000 0.22% of portfolio
7,126
Q4 2024 Added 3.14%
$0
$840,000 0.22% of portfolio
14,726
Q4 2024 Added 1.24%
$0
$788,000 0.21% of portfolio
15,467
Q4 2024 Reduced 27.51%
$0
$779,000 0.21% of portfolio
11,843
Q4 2024 Reduced 28.96%
$217B
$798,000 0.21% of portfolio
2,754
Q4 2024 Reduced 2.99%
$0
$754,000 0.2% of portfolio
13,140
Q4 2024 Reduced 2.48%
$36.9B
$766,000 0.2% of portfolio
7,364
Q3 2024 Reduced 18.79%
$57.5B
$713,000 0.19% of portfolio
1,340
Q4 2024 Reduced 2.12%

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
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