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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Philip Morris International Inc.

PM|718172109

Shares:2.4K

Value:$373.3K

% of Portfolio:0.1% ($373.3K/$553.3M)

78463X509

Shares:9.4K

Value:$369.0K

% of Portfolio:0.1% ($369.0K/$553.3M)

EXELON CORP

EXC|30161N101

Shares:7.8K

Value:$361.0K

% of Portfolio:0.1% ($361.0K/$553.3M)

464288760

Shares:2.4K

Value:$360.5K

% of Portfolio:0.1% ($360.5K/$553.3M)

78470E106

Shares:8.1K

Value:$349.2K

% of Portfolio:0.1% ($349.2K/$553.3M)

464287465

EFA|464287465

Shares:4.2K

Value:$345.2K

% of Portfolio:0.1% ($345.2K/$553.3M)

RH|74967X103

Shares:1.4K

Value:$339.7K

% of Portfolio:0.1% ($339.7K/$553.3M)

BlackRock, Inc.

BLK|09290D101

Shares:357

Value:$337.9K

% of Portfolio:0.1% ($337.9K/$553.3M)

74348A467

Shares:3.3K

Value:$337.7K

% of Portfolio:0.1% ($337.7K/$553.3M)

464287606

IJK|464287606

Shares:4.1K

Value:$337.5K

% of Portfolio:0.1% ($337.5K/$553.3M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:734

Value:$337.3K

% of Portfolio:0.1% ($337.3K/$553.3M)

NOVO NORDISK A S

NVO|670100205

Shares:4.8K

Value:$335.1K

% of Portfolio:0.1% ($335.1K/$553.3M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:6.7K

Value:$334.9K

% of Portfolio:0.1% ($334.9K/$553.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.5K

Value:$329.0K

% of Portfolio:0.1% ($329.0K/$553.3M)

78464A649

Shares:12.7K

Value:$324.4K

% of Portfolio:0.1% ($324.4K/$553.3M)

37954Y434

Shares:40.4K

Value:$320.8K

% of Portfolio:0.1% ($320.8K/$553.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.2K

Value:$318.9K

% of Portfolio:0.1% ($318.9K/$553.3M)

NIKE, Inc.

NKE|654106103

Shares:5.0K

Value:$318.1K

% of Portfolio:0.1% ($318.1K/$553.3M)

Enovix Corp

ENVX|293594107

Shares:43.2K

Value:$316.8K

% of Portfolio:0.1% ($316.8K/$553.3M)

CHEVRON CORP

CVX|166764100

Shares:1.9K

Value:$314.6K

% of Portfolio:0.1% ($314.6K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	2.4K	QoQ +1.73% (+40) YoY +2.93% (+67)	All Managers (Combined)	$373.3K	0.1% ($373.3K/$553.3M)	QoQ +34.56% (+$95.9K) YoY +78.31% (+$164.0K)
(cusip78463X509)✕	9.4K	QoQ -0.28% (-27) YoY +5.19% (+463)	All Managers (Combined)	$369.0K	0.1% ($369.0K/$553.3M)	QoQ +1.99% (-$7.2K) YoY +14.41% (+$46.5K)
EXELON CORP(EXCcusip30161N101)	7.8K	QoQ 0.00% (+0) YoY -0.08% (-7)	All Managers (Combined)	$361.0K	0.1% ($361.0K/$553.3M)	QoQ +22.45% (+$66.2K) YoY +22.54% (-$66.4K)
(cusip464288760)✕	2.4K	QoQ -2.03% (-49) YoY -7.83% (-200)	All Managers (Combined)	$360.5K	0.1% ($360.5K/$553.3M)	QoQ +2.98% (-$10.4K) YoY +7.01% (-$23.6K)
(cusip78470E106)✕	8.1K	QoQ +24.11% (+1.6K) YoY +30.86% (+1.9K)	All Managers (Combined)	$349.2K	0.1% ($349.2K/$553.3M)	QoQ +33.44% (+$87.5K) YoY +35.18% (+$90.9K)
(EFAcusip464287465)	4.2K	QoQ 0.00% (+0) YoY +0.04% (+2)	All Managers (Combined)	$345.2K	0.1% ($345.2K/$553.3M)	QoQ +8.09% (+$25.8K) YoY +2.39% (+$8.1K)
RH(RHcusip74967X103)	1.4K	QoQ 0.00% (-0) YoY +0.13% (-2)	All Managers (Combined)	$339.7K	0.1% ($339.7K/$553.3M)	QoQ -40.49% (-$231.1K) YoY -32.59% (-$164.3K)
BlackRock, Inc.(BLKcusip09290D101)	357	QoQ -0.55% (-2) YoY NEW(+357)	All Managers (Combined)	$337.9K	0.1% ($337.9K/$553.3M)	QoQ -8.39% (-$31.0K) YoY NEW(+$337.9K)
(cusip74348A467)✕	3.3K	QoQ -64.27% (-5.9K) YoY -88.03% (-24.3K)	All Managers (Combined)	$337.7K	0.1% ($337.7K/$553.3M)	QoQ -63.20% (-$580.2K) YoY -87.94% (-$2.5M)
(IJKcusip464287606)	4.1K	QoQ +0.07% (-3) YoY -23.10% (-1.2K)	All Managers (Combined)	$337.5K	0.1% ($337.5K/$553.3M)	QoQ -8.48% (-$31.3K) YoY -29.83% (-$143.5K)
DOMINOS PIZZA INC(DPZcusip25754A201)	734	QoQ +0.27% (+2) YoY -9.60% (-78)	All Managers (Combined)	$337.3K	0.1% ($337.3K/$553.3M)	QoQ +9.46% (+$29.2K) YoY -16.34% (-$65.9K)
NOVO NORDISK A S(NVOcusip670100205)	4.8K	QoQ -29.28% (-2.0K) YoY +14.33% (-605)	All Managers (Combined)	$335.1K	0.1% ($335.1K/$553.3M)	QoQ -42.72% (-$250.0K) YoY -38.16% (-$206.9K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	6.7K	QoQ 0.00% (-0) YoY +4915.03% (-6.5K)	All Managers (Combined)	$334.9K	0.1% ($334.9K/$553.3M)	QoQ -16.44% (-$65.9K) YoY -13.37% (-$51.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.5K	QoQ 0.00% (+0) YoY -3.87% (-100)	All Managers (Combined)	$329.0K	0.1% ($329.0K/$553.3M)	QoQ +17.69% (+$49.5K) YoY +12.23% (-$35.9K)
(cusip78464A649)✕	12.7K	QoQ -19.98% (-3.2K) YoY -9.07% (-1.3K)	All Managers (Combined)	$324.4K	0.1% ($324.4K/$553.3M)	QoQ -18.38% (-$73.1K) YoY -8.13% (-$28.7K)
(cusip37954Y434)✕	40.4K	QoQ +38.24% (+11.2K) YoY +203.06% (+27.0K)	All Managers (Combined)	$320.8K	0.1% ($320.8K/$553.3M)	QoQ +13.65% (+$38.6K) YoY +111.71% (+$169.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.2K	QoQ +1.83% (+93) YoY +16.29% (+724)	All Managers (Combined)	$318.9K	0.1% ($318.9K/$553.3M)	QoQ +6.16% (+$18.5K) YoY +43.79% (+$97.1K)
NIKE, Inc.(NKEcusip654106103)	5.0K	QoQ +0.50% (-25) YoY -0.05% (-3)	All Managers (Combined)	$318.1K	0.1% ($318.1K/$553.3M)	QoQ -14.52% (-$54.1K) YoY -32.48% (-$153.1K)
Enovix Corp(ENVXcusip293594107)	43.2K	QoQ 0.00% (-0) YoY -2.69% (-1.2K)	All Managers (Combined)	$316.8K	0.1% ($316.8K/$553.3M)	QoQ -33.27% (-$158.0K) YoY -10.83% (-$38.5K)
CHEVRON CORP(CVXcusip166764100)	1.9K	QoQ +5.26% (+94) YoY -7.29% (-148)	All Managers (Combined)	$314.6K	0.1% ($314.6K/$553.3M)	QoQ +23.12% (+$59.1K) YoY -1.69% (-$5.4K)