Insight Advisors, LLC Portfolio Holdings
Insight Advisors, LLC
- $359 Million
- Q1 2025
Insight Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Million distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.9M, Nvidia Corp with a value of $17.8M, Spdr S&P 500 ETF Trust with a value of $17.2M, Wisdomtree Tr Us Quality Divid with a value of $10.7M, and Amazon Com Inc with a value of $9.27M.
Examining the 13F form we can see an decrease of $20.6M in the current position value, from $380M to 359M.
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
$359 Million
ETFs: $204 Million
Technology: $63.7 Million
Financial Services: $21.1 Million
Consumer Cyclical: $17.1 Million
Communication Services: $16.6 Million
Consumer Defensive: $9.84 Million
Healthcare: $8.84 Million
Industrials: $7.37 Million
Other: $6.83 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $359 Million
- Prior Value $380 Million
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks