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

Page 12 of 14

Sort by:

464287168

DVY|464287168

Shares:2.1K

Value:$280.5K

% of Portfolio:0.1% ($280.5K/$553.3M)

97717W505

Shares:5.6K

Value:$279.4K

% of Portfolio:0.1% ($279.4K/$553.3M)

25460G781

Shares:4.5K

Value:$278.6K

% of Portfolio:0.1% ($278.6K/$553.3M)

46138B103

Shares:12.4K

Value:$278.4K

% of Portfolio:0.1% ($278.4K/$553.3M)

69374H105

Shares:5.4K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$553.3M)

97717W307

DLN|97717W307

Shares:3.5K

Value:$276.0K

% of Portfolio:0.0% ($276.0K/$553.3M)

Compass Diversified Holdings

CODI|20451Q104

Shares:14.7K

Value:$274.0K

% of Portfolio:0.0% ($274.0K/$553.3M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:948

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$553.3M)

Walt Disney Co

DIS|254687106

Shares:2.8K

Value:$272.7K

% of Portfolio:0.0% ($272.7K/$553.3M)

Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$271.7K

% of Portfolio:0.0% ($271.7K/$553.3M)

COCA COLA CO

KO|191216100

Shares:3.8K

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$553.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.2K

Value:$270.0K

% of Portfolio:0.0% ($270.0K/$553.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.4K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$553.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.4K

Value:$263.9K

% of Portfolio:0.0% ($263.9K/$553.3M)

46429B697

USMV|46429B697

Shares:2.8K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$553.3M)

33733E302

Shares:1.2K

Value:$263.7K

% of Portfolio:0.0% ($263.7K/$553.3M)

46432F842

IEFA|46432F842

Shares:3.5K

Value:$261.7K

% of Portfolio:0.0% ($261.7K/$553.3M)

NVIDIA CORP

NVDA|67066G104

Shares:2.4K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$553.3M)

64135A309

Shares:10.6K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$553.3M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:181

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DVYcusip464287168)	2.1K	QoQ +0.43% (+9) YoY +1.65% (+34)	All Managers (Combined)	$280.5K	0.1% ($280.5K/$553.3M)	QoQ +2.93% (+$8.0K) YoY +10.79% (+$27.3K)
(cusip97717W505)✕	5.6K	QoQ -63.51% (-9.8K) YoY -91.09% (-57.7K)	All Managers (Combined)	$279.4K	0.1% ($279.4K/$553.3M)	QoQ -64.42% (-$506.1K) YoY -90.95% (-$2.8M)
(cusip25460G781)✕	4.5K	QoQ -37.40% (-2.7K) YoY -40.68% (-3.1K)	All Managers (Combined)	$278.6K	0.1% ($278.6K/$553.3M)	QoQ +11.79% (-$29.4K) YoY +7.27% (-$18.9K)
(cusip46138B103)✕	12.4K	QoQ 0.00% (+0) YoY -0.49% (-62)	All Managers (Combined)	$278.4K	0.1% ($278.4K/$553.3M)	QoQ +5.78% (+$15.2K) YoY -2.53% (-$7.2K)
(cusip69374H105)✕	5.4K	QoQ +0.01% (-1) YoY +0.01% (+1)	All Managers (Combined)	$277.1K	0.1% ($277.1K/$553.3M)	QoQ -4.11% (-$11.9K) YoY +7.84% (+$20.2K)
(DLNcusip97717W307)	3.5K	QoQ -7.45% (-280) YoY -8.97% (-343)	All Managers (Combined)	$276.0K	0.0% ($276.0K/$553.3M)	QoQ -5.43% (-$15.9K) YoY +0.07% (-$207)
Compass Diversified Holdings(CODIcusip20451Q104)	14.7K	QoQ +0.33% (-49) YoY +0.61% (-89)	All Managers (Combined)	$274.0K	0.0% ($274.0K/$553.3M)	QoQ -18.83% (-$63.6K) YoY -21.96% (-$77.1K)
MICROSTRATEGY Inc(MSTRcusip594972408)	948	QoQ NEW(+948) YoY NEW(+948)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$553.3M)	QoQ NEW(+$273.3K) YoY NEW(+$273.3K)
Walt Disney Co(DIScusip254687106)	2.8K	QoQ -0.61% (-17) YoY -15.27% (-498)	All Managers (Combined)	$272.7K	0.0% ($272.7K/$553.3M)	QoQ -11.44% (-$35.3K) YoY -31.63% (-$126.2K)
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ -2.22% (-23) YoY -54.04% (-1.2K)	All Managers (Combined)	$271.7K	0.0% ($271.7K/$553.3M)	QoQ -21.83% (-$75.9K) YoY -59.03% (-$391.5K)
COCA COLA CO(KOcusip191216100)	3.8K	QoQ -0.60% (-23) YoY +3.88% (+141)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$553.3M)	QoQ +14.76% (-$34.8K) YoY +21.67% (+$48.2K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.2K	QoQ +1.56% (+18) YoY -18.57% (-266)	All Managers (Combined)	$270.0K	0.0% ($270.0K/$553.3M)	QoQ +16.34% (+$37.9K) YoY -11.54% (-$35.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.4K	QoQ +11.35% (+550) YoY +4.25% (-220)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$553.3M)	QoQ +13.38% (+$31.4K) YoY -20.83% (-$70.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.4K	QoQ +0.52% (+23) YoY NEW(+4.4K)	All Managers (Combined)	$263.9K	0.0% ($263.9K/$553.3M)	QoQ +15.82% (+$36.1K) YoY NEW(+$263.9K)
(USMVcusip46429B697)	2.8K	QoQ -0.56% (-16) YoY -4.89% (-145)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$553.3M)	QoQ +5.00% (-$12.6K) YoY +6.59% (-$16.3K)
(cusip33733E302)✕	1.2K	QoQ 0.00% (-0) YoY -1.65% (-20)	All Managers (Combined)	$263.7K	0.0% ($263.7K/$553.3M)	QoQ -9.48% (-$27.6K) YoY +6.52% (-$16.1K)
(IEFAcusip46432F842)	3.5K	QoQ -16.82% (-700) YoY -4.26% (-154)	All Managers (Combined)	$261.7K	0.0% ($261.7K/$553.3M)	QoQ -10.52% (-$30.8K) YoY -2.42% (-$6.5K)
NVIDIA CORP(NVDAcusip67066G104)	2.4K	QoQ -98.56% (-164.7K) YoY -87.58% (-16.9K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$553.3M)	QoQ -98.86% (-$22.7M) YoY -98.51% (-$17.2M)
(cusip64135A309)✕	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$553.3M)	QoQ -2.02% (-$5.4K) YoY NEW(+$259.6K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	181	QoQ +4.02% (+7) YoY NEW(+181)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$553.3M)	QoQ +26.29% (+$54.0K) YoY NEW(+$259.3K)