Insight-Advisors-Llc-Pa

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "ENVX",
  null,
  null,
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "MOG-A",
  "GOOGL",
  null,
  "AXP",
  null,
  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "SAN",
  null,
  null,
  "ETJ",
  null,
  null,
  null,
  "SIGI",
  "UVSP",
  null,
  null,
  "GD",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  "QCOM",
  null,
  null,
  null,
  "INVZ",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "REAL",
  null,
  null,
  null,
  "LRCX",
  "PLBY",
  "EXG",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "EXC",
  "GAB",
  null,
  null,
  "OXY",
  "ORLY",
  "PCAR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  "IEFA",
  null,
  "RS",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "CI",
  "TMO",
  "TJX",
  "UBER",
  "VNQ",
  "AGNC",
  "VOE",
  "SITE",
  "PCT",
  null,
  "VWO",
  null,
  null,
  "VIG",
  null,
  null,
  "ACP",
  null,
  "FTHY",
  null,
  "TSM",
  "GPN",
  null,
  null,
  "FSK",
  "VYM",
  null,
  "RH",
  null,
  "AMD",
  "F",
  "WM",
  "IWP",
  null,
  null,
  "AEP",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  "VYMI",
  "MGK",
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SO",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "KMB",
  "BAC",
  "BRK-B",
  "BAH",
  "BMY",
  "CWH",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "CWEN",
  "KO",
  "CL",
  "CODI",
  "CEG",
  "ED",
  "COST",
  "CRWD",
  "DE",
  "DPZ",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 275
Total Value: 553287913
Accession Number: 0001172661-25-001481
Form Type: 13F-HR
CIK: insight-advisors-llc-pa
Manager Name: Insight-Advisors-Llc-Pa

Data Enrichment

61% identified

169 identified106 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

275 positions • $553.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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02072L516

Shares:1.9M

Value:$171.0M

% of Portfolio:30.9% ($171.0M/$553.3M)

02072L565

Shares:263.6K

Value:$29.4M

% of Portfolio:5.3% ($29.4M/$553.3M)

Apple Inc.

AAPL|037833100

Shares:94.2K

Value:$20.9M

% of Portfolio:3.8% ($20.9M/$553.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:30.8K

Value:$17.2M

% of Portfolio:3.1% ($17.2M/$553.3M)

97717X669

Shares:135.0K

Value:$10.8M

% of Portfolio:1.9% ($10.8M/$553.3M)

97717Y477

Shares:231.5K

Value:$10.2M

% of Portfolio:1.8% ($10.2M/$553.3M)

AMAZON COM INC

AMZN|023135106

Shares:48.7K

Value:$9.3M

% of Portfolio:1.7% ($9.3M/$553.3M)

97717X511

Shares:207.6K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$553.3M)

MICROSOFT CORP

MSFT|594918104

Shares:18.8K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$553.3M)

78463X889

SPDW|78463X889

Shares:176.6K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$553.3M)

46641Q654

Shares:114.3K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$553.3M)

97717X594

Shares:133.1K

Value:$5.8M

% of Portfolio:1.0% ($5.8M/$553.3M)

Broadcom Inc.

AVGO|11135F101

Shares:34.4K

Value:$5.8M

% of Portfolio:1.0% ($5.8M/$553.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:12.2K

Value:$5.7M

% of Portfolio:1.0% ($5.7M/$553.3M)

808524797

SCHD|808524797

Shares:194.2K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$553.3M)

922908736

VUG|922908736

Shares:14.6K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$553.3M)

33739Q408

Shares:88.1K

Value:$5.3M

% of Portfolio:1.0% ($5.3M/$553.3M)

922908363

VOO|922908363

Shares:10.2K

Value:$5.2M

% of Portfolio:0.9% ($5.2M/$553.3M)

97717Y857

Shares:95.5K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$553.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.2K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L516)✕	1.9M	QoQ +1.33% (+25.7K) YoY +8.99% (+160.5K)	All Managers (Combined)	$171.0M	30.9% ($171.0M/$553.3M)	QoQ +2.02% (+$3.4M) YoY +13.72% (+$20.6M)
(cusip02072L565)✕	263.6K	QoQ -0.59% (-1.6K) YoY -12.16% (-36.5K)	All Managers (Combined)	$29.4M	5.3% ($29.4M/$553.3M)	QoQ +0.55% (-$162.2K) YoY -8.01% (-$2.6M)
Apple Inc.(AAPLcusip037833100)	94.2K	QoQ -0.80% (-762) YoY -8.47% (-8.7K)	All Managers (Combined)	$20.9M	3.8% ($20.9M/$553.3M)	QoQ -12.62% (-$3.0M) YoY +18.56% (-$3.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	30.8K	QoQ +9.55% (+2.7K) YoY +173.93% (+19.6K)	All Managers (Combined)	$17.2M	3.1% ($17.2M/$553.3M)	QoQ +4.18% (+$692.2K) YoY +192.94% (+$11.4M)
(cusip97717X669)✕	135.0K	QoQ +23.09% (+25.3K) YoY +84.50% (+61.9K)	All Managers (Combined)	$10.8M	1.9% ($10.8M/$553.3M)	QoQ +21.41% (+$1.9M) YoY +93.38% (+$5.2M)
(cusip97717Y477)✕	231.5K	QoQ +16.68% (+33.1K) YoY +222.76% (+159.7K)	All Managers (Combined)	$10.2M	1.8% ($10.2M/$553.3M)	QoQ +3.03% (+$298.9K) YoY +244.74% (+$7.2M)
AMAZON COM INC(AMZNcusip023135106)	48.7K	QoQ +0.49% (-239) YoY +1.75% (+842)	All Managers (Combined)	$9.3M	1.7% ($9.3M/$553.3M)	QoQ -13.60% (-$1.5M) YoY +7.33% (+$633.2K)
(cusip97717X511)✕	207.6K	QoQ +8.00% (+15.4K) YoY +145.12% (+122.9K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$553.3M)	QoQ +9.23% (+$762.4K) YoY +145.29% (+$5.3M)
MICROSOFT CORP(MSFTcusip594918104)	18.8K	QoQ -0.21% (-40) YoY -4.01% (-784)	All Managers (Combined)	$7.0M	1.3% ($7.0M/$553.3M)	QoQ -11.83% (-$946.0K) YoY -14.34% (-$1.2M)
(SPDWcusip78463X889)	176.6K	QoQ -0.04% (-86) YoY +38.81% (+49.4K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$553.3M)	QoQ +6.53% (-$394.4K) YoY +41.01% (+$1.9M)
(cusip46641Q654)✕	114.3K	QoQ +4.52% (+4.9K) YoY +214.56% (+78.0K)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$553.3M)	QoQ +4.58% (+$254.7K) YoY +215.24% (+$4.0M)
(cusip97717X594)✕	133.1K	QoQ +11.37% (+13.6K) YoY +697.77% (+116.4K)	All Managers (Combined)	$5.8M	1.0% ($5.8M/$553.3M)	QoQ +11.19% (+$581.7K) YoY +653.66% (+$5.0M)
Broadcom Inc.(AVGOcusip11135F101)	34.4K	QoQ +4.11% (-1.4K) YoY +929.69% (+31.0K)	All Managers (Combined)	$5.8M	1.0% ($5.8M/$553.3M)	QoQ -26.01% (-$2.0M) YoY +29.99% (+$1.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	12.2K	QoQ +4.62% (-539) YoY +48.74% (+4.0K)	All Managers (Combined)	$5.7M	1.0% ($5.7M/$553.3M)	QoQ -4.87% (-$293.2K) YoY +57.13% (+$2.1M)
(SCHDcusip808524797)	194.2K	QoQ +15.55% (+26.1K) YoY +611.10% (+166.9K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$553.3M)	QoQ +18.65% (+$853.7K) YoY +146.57% (+$3.2M)
(VUGcusip922908736)	14.6K	QoQ +0.40% (-59) YoY -6.95% (-1.1K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$553.3M)	QoQ -10.10% (-$607.5K) YoY +0.25% (-$13.6K)
(cusip33739Q408)✕	88.1K	QoQ -6.90% (-6.5K) YoY -7.44% (-7.1K)	All Managers (Combined)	$5.3M	1.0% ($5.3M/$553.3M)	QoQ -6.79% (-$384.2K) YoY -7.10% (-$403.1K)
(VOOcusip922908363)	10.2K	QoQ +16.59% (+1.5K) YoY +171.68% (+6.5K)	All Managers (Combined)	$5.2M	0.9% ($5.2M/$553.3M)	QoQ +10.77% (+$510.5K) YoY +190.53% (+$3.4M)
(cusip97717Y857)✕	95.5K	QoQ -34.38% (-50.1K) YoY -9.67% (-10.2K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$553.3M)	QoQ -34.54% (-$2.5M) YoY -3.73% (-$183.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.2K	QoQ -1.10% (-92) YoY -4.04% (-347)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$553.3M)	QoQ +16.48% (-$619.8K) YoY +21.52% (-$775.7K)