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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464287705

IJJ|464287705

Shares:2.1K

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$553.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.3K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$553.3M)

00214Q401

Shares:2.6K

Value:$249.7K

% of Portfolio:0.0% ($249.7K/$553.3M)

00214Q104

Shares:5.2K

Value:$248.9K

% of Portfolio:0.0% ($248.9K/$553.3M)

464287481

IWP|464287481

Shares:2.1K

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$553.3M)

464286517

Shares:6.5K

Value:$241.6K

% of Portfolio:0.0% ($241.6K/$553.3M)

46138E644

Shares:5.2K

Value:$236.7K

% of Portfolio:0.0% ($236.7K/$553.3M)

33734K109

Shares:2.3K

Value:$234.1K

% of Portfolio:0.0% ($234.1K/$553.3M)

78464A656

Shares:8.9K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$553.3M)

Cigna Group

CI|125523100

Shares:689

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$553.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:454

Value:$226.3K

% of Portfolio:0.0% ($226.3K/$553.3M)

33738D309

Shares:4.9K

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$553.3M)

MOOG INC.

MOG-A|615394202

Shares:1.3K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$553.3M)

92189F643

Shares:2.5K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$553.3M)

032108409

Shares:5.3K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$553.3M)

922042874

VGK|922042874

Shares:3.1K

Value:$216.5K

% of Portfolio:0.0% ($216.5K/$553.3M)

81369Y886

Shares:2.7K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$553.3M)

PFIZER INC

PFE|717081103

Shares:8.5K

Value:$214.9K

% of Portfolio:0.0% ($214.9K/$553.3M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$553.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.0K

Value:$212.8K

% of Portfolio:0.0% ($212.8K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJJcusip464287705)	2.1K	QoQ +0.04% (-1) YoY -16.05% (-409)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$553.3M)	QoQ -3.51% (-$9.3K) YoY -15.01% (-$45.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.3K	QoQ 0.00% (+0) YoY -0.17% (-4)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$553.3M)	QoQ +18.69% (+$40.1K) YoY +26.69% (-$53.6K)
(cusip00214Q401)✕	2.6K	QoQ -36.24% (-1.5K) YoY -41.98% (-1.9K)	All Managers (Combined)	$249.7K	0.0% ($249.7K/$553.3M)	QoQ -44.98% (-$204.2K) YoY -34.06% (-$129.0K)
(cusip00214Q104)✕	5.2K	QoQ -17.24% (-1.1K) YoY -37.99% (-3.2K)	All Managers (Combined)	$248.9K	0.0% ($248.9K/$553.3M)	QoQ -31.65% (-$115.3K) YoY -41.08% (-$173.6K)
(IWPcusip464287481)	2.1K	QoQ 0.00% (-0) YoY +0.04% (+1)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$553.3M)	QoQ -7.84% (-$20.7K) YoY +3.01% (+$7.1K)
(cusip464286517)✕	6.5K	QoQ -22.36% (-1.9K) YoY -14.70% (-1.1K)	All Managers (Combined)	$241.6K	0.0% ($241.6K/$553.3M)	QoQ -19.66% (-$59.1K) YoY -11.42% (-$31.2K)
(cusip46138E644)✕	5.2K	QoQ -25.16% (-1.7K) YoY -27.58% (-2.0K)	All Managers (Combined)	$236.7K	0.0% ($236.7K/$553.3M)	QoQ -13.64% (-$37.4K) YoY -16.78% (-$47.7K)
(cusip33734K109)✕	2.3K	QoQ +0.48% (-11) YoY +0.88% (+20)	All Managers (Combined)	$234.1K	0.0% ($234.1K/$553.3M)	QoQ -1.43% (-$3.4K) YoY +4.16% (+$9.4K)
(cusip78464A656)✕	8.9K	QoQ -20.47% (-2.3K) YoY -92.42% (-108.2K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$553.3M)	QoQ -17.24% (-$48.8K) YoY -92.19% (-$2.8M)
Cigna Group(CIcusip125523100)	689	QoQ NEW(+689) YoY -3.90% (-28)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$553.3M)	QoQ NEW(+$226.6K) YoY -12.99% (-$33.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	454	QoQ -20.35% (-116) YoY -40.57% (-310)	All Managers (Combined)	$226.3K	0.0% ($226.3K/$553.3M)	QoQ -23.65% (-$70.1K) YoY -49.10% (-$218.3K)
(cusip33738D309)✕	4.9K	QoQ +8.16% (+370) YoY -31.83% (-2.3K)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$553.3M)	QoQ +6.71% (+$14.1K) YoY -32.66% (-$108.6K)
MOOG INC.(MOG-Acusip615394202)	1.3K	QoQ -7.97% (-111) YoY -19.03% (-301)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$553.3M)	QoQ -18.51% (-$50.4K) YoY -12.06% (-$30.4K)
(cusip92189F643)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$553.3M)	QoQ NEW(+$218.8K) YoY NEW(+$218.8K)
(cusip032108409)✕	5.3K	QoQ +1.35% (+71) YoY -14.22% (-881)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$553.3M)	QoQ +2.14% (+$4.6K) YoY -10.08% (-$24.3K)
(VGKcusip922042874)	3.1K	QoQ NEW(+3.1K) YoY -28.29% (-1.2K)	All Managers (Combined)	$216.5K	0.0% ($216.5K/$553.3M)	QoQ NEW(+$216.5K) YoY -25.23% (-$73.1K)
(cusip81369Y886)✕	2.7K	QoQ +2.35% (+63) YoY NEW(+2.7K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$553.3M)	QoQ +6.54% (+$13.2K) YoY NEW(+$215.5K)
PFIZER INC(PFEcusip717081103)	8.5K	QoQ NEW(+8.5K) YoY -84.97% (-47.9K)	All Managers (Combined)	$214.9K	0.0% ($214.9K/$553.3M)	QoQ NEW(+$214.9K) YoY -86.27% (-$1.4M)
3M CO(MMMcusip88579Y101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$553.3M)	QoQ NEW(+$214.1K) YoY NEW(+$214.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.0K	QoQ +2.45% (+72) YoY NEW(+3.0K)	All Managers (Combined)	$212.8K	0.0% ($212.8K/$553.3M)	QoQ +1.17% (+$2.5K) YoY NEW(+$212.8K)