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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922042858

VWO|922042858

Shares:6.8K

Value:$309.8K

% of Portfolio:0.1% ($309.8K/$553.3M)

92204A504

VHT|92204A504

Shares:1.2K

Value:$309.6K

% of Portfolio:0.1% ($309.6K/$553.3M)

921937827

BSV|921937827

Shares:3.9K

Value:$308.0K

% of Portfolio:0.1% ($308.0K/$553.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.4K

Value:$305.1K

% of Portfolio:0.1% ($305.1K/$553.3M)

33733E104

Shares:3.4K

Value:$302.1K

% of Portfolio:0.1% ($302.1K/$553.3M)

69374H634

Shares:7.3K

Value:$299.6K

% of Portfolio:0.1% ($299.6K/$553.3M)

921946794

VYMI|921946794

Shares:4.1K

Value:$298.9K

% of Portfolio:0.1% ($298.9K/$553.3M)

SOUTHERN CO

SO|842587107

Shares:3.2K

Value:$298.6K

% of Portfolio:0.1% ($298.6K/$553.3M)

ECOLAB INC.

ECL|278865100

Shares:1.2K

Value:$296.9K

% of Portfolio:0.1% ($296.9K/$553.3M)

AT&T INC.

T|00206R102

Shares:10.4K

Value:$295.5K

% of Portfolio:0.1% ($295.5K/$553.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:537

Value:$293.5K

% of Portfolio:0.1% ($293.5K/$553.3M)

46090A887

Shares:5.9K

Value:$293.3K

% of Portfolio:0.1% ($293.3K/$553.3M)

97717X867

Shares:10.9K

Value:$293.0K

% of Portfolio:0.1% ($293.0K/$553.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.8K

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$553.3M)

922908553

VNQ|922908553

Shares:3.2K

Value:$291.4K

% of Portfolio:0.1% ($291.4K/$553.3M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:3.0K

Value:$291.1K

% of Portfolio:0.1% ($291.1K/$553.3M)

37954Y772

Shares:9.3K

Value:$290.1K

% of Portfolio:0.1% ($290.1K/$553.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:4.0K

Value:$288.3K

% of Portfolio:0.1% ($288.3K/$553.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.7K

Value:$283.8K

% of Portfolio:0.1% ($283.8K/$553.3M)

46436E718

Shares:2.8K

Value:$281.1K

% of Portfolio:0.1% ($281.1K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VWOcusip922042858)	6.8K	QoQ +0.02% (+2) YoY -1.51% (-105)	All Managers (Combined)	$309.8K	0.1% ($309.8K/$553.3M)	QoQ +2.63% (+$8.0K) YoY +6.72% (-$19.5K)
(VHTcusip92204A504)	1.2K	QoQ 0.00% (+0) YoY +0.25% (-3)	All Managers (Combined)	$309.6K	0.1% ($309.6K/$553.3M)	QoQ +4.52% (+$13.4K) YoY -1.76% (-$5.6K)
(BSVcusip921937827)	3.9K	QoQ -20.68% (-1.0K) YoY -40.39% (-2.7K)	All Managers (Combined)	$308.0K	0.1% ($308.0K/$553.3M)	QoQ -19.62% (-$75.2K) YoY -39.13% (-$198.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.4K	QoQ -0.96% (-14) YoY -28.16% (-565)	All Managers (Combined)	$305.1K	0.1% ($305.1K/$553.3M)	QoQ -7.44% (-$24.5K) YoY -25.91% (-$106.7K)
(cusip33733E104)✕	3.4K	QoQ +2.33% (+77) YoY -10.79% (-408)	All Managers (Combined)	$302.1K	0.1% ($302.1K/$553.3M)	QoQ +4.59% (+$13.3K) YoY -6.63% (-$21.5K)
(cusip69374H634)✕	7.3K	QoQ +8.35% (+562) YoY +9.26% (+618)	All Managers (Combined)	$299.6K	0.1% ($299.6K/$553.3M)	QoQ +12.35% (+$33.0K) YoY +41.64% (+$88.1K)
(VYMIcusip921946794)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$298.9K	0.1% ($298.9K/$553.3M)	QoQ NEW(+$298.9K) YoY NEW(+$298.9K)
SOUTHERN CO(SOcusip842587107)	3.2K	QoQ 0.00% (+0) YoY +0.27% (+9)	All Managers (Combined)	$298.6K	0.1% ($298.6K/$553.3M)	QoQ +11.61% (+$31.1K) YoY +28.52% (+$66.3K)
ECOLAB INC.(ECLcusip278865100)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$296.9K	0.1% ($296.9K/$553.3M)	QoQ +8.10% (+$22.3K) YoY +9.80% (+$26.5K)
AT&T INC.(Tcusip00206R102)	10.4K	QoQ +3.34% (+338) YoY NEW(+10.4K)	All Managers (Combined)	$295.5K	0.1% ($295.5K/$553.3M)	QoQ +29.26% (+$66.9K) YoY NEW(+$295.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	537	QoQ -1.46% (-8) YoY -11.38% (-69)	All Managers (Combined)	$293.5K	0.1% ($293.5K/$553.3M)	QoQ -6.13% (-$19.2K) YoY +15.96% (-$40.4K)
(cusip46090A887)✕	5.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$293.3K	0.1% ($293.3K/$553.3M)	QoQ +0.06% (+$176) YoY +0.46% (+$1.3K)
(cusip97717X867)✕	10.9K	QoQ +1.97% (+212) YoY NEW(+10.9K)	All Managers (Combined)	$293.0K	0.1% ($293.0K/$553.3M)	QoQ +6.90% (+$18.9K) YoY NEW(+$293.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.8K	QoQ +38.47% (+489) YoY NEW(+1.8K)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$553.3M)	QoQ +14.70% (+$37.5K) YoY NEW(+$292.2K)
(VNQcusip922908553)	3.2K	QoQ -0.80% (-26) YoY -5.57% (-190)	All Managers (Combined)	$291.4K	0.1% ($291.4K/$553.3M)	QoQ +1.70% (-$4.9K) YoY -1.14% (-$3.4K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	3.0K	QoQ 0.00% (-0) YoY -2.07% (-63)	All Managers (Combined)	$291.1K	0.1% ($291.1K/$553.3M)	QoQ -11.64% (-$38.4K) YoY -28.25% (-$114.7K)
(cusip37954Y772)✕	9.3K	QoQ 0.00% (+0) YoY NEW(+9.3K)	All Managers (Combined)	$290.1K	0.1% ($290.1K/$553.3M)	QoQ +4.00% (+$11.2K) YoY NEW(+$290.1K)
LAM RESEARCH CORP(LRCXcusip512807306)	4.0K	QoQ +0.05% (+2) YoY NEW(+4.0K)	All Managers (Combined)	$288.3K	0.1% ($288.3K/$553.3M)	QoQ +0.81% (+$2.3K) YoY NEW(+$288.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.7K	QoQ +8.94% (+382) YoY +8.94% (+382)	All Managers (Combined)	$283.8K	0.1% ($283.8K/$553.3M)	QoQ +18.52% (+$44.3K) YoY +22.51% (+$52.1K)
(cusip46436E718)✕	2.8K	QoQ +19.36% (+453) YoY +17.06% (+407)	All Managers (Combined)	$281.1K	0.1% ($281.1K/$553.3M)	QoQ +19.81% (+$46.5K) YoY +17.01% (+$40.9K)