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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577130628

Shares:8.7K

Value:$210.2K

% of Portfolio:0.0% ($210.2K/$553.3M)

ADOBE INC.

ADBE|00724F101

Shares:546

Value:$209.4K

% of Portfolio:0.0% ($209.4K/$553.3M)

464288513

Shares:2.6K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$553.3M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:15.2K

Value:$145.3K

% of Portfolio:0.0% ($145.3K/$553.3M)

38747R306

Shares:10.0K

Value:$127.2K

% of Portfolio:0.0% ($127.2K/$553.3M)

PureCycle Technologies, Inc.

PCT|74623V103

Shares:17.9K

Value:$124.1K

% of Portfolio:0.0% ($124.1K/$553.3M)

GABELLI EQUITY TRUST INC

GAB|362397101

Shares:21.8K

Value:$120.3K

% of Portfolio:0.0% ($120.3K/$553.3M)

TheRealReal, Inc.

REAL|88339P101

Shares:20.0K

Value:$107.8K

% of Portfolio:0.0% ($107.8K/$553.3M)

Eaton Vance Risk-Managed Diversified Equity Income Fund

ETJ|27829G106

Shares:11.1K

Value:$94.0K

% of Portfolio:0.0% ($94.0K/$553.3M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:11.5K

Value:$93.6K

% of Portfolio:0.0% ($93.6K/$553.3M)

Banco Santander, S.A.

SAN|05964H105

Shares:10.9K

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$553.3M)

abrdn Income Credit Strategies Fund

ACP|003057106

Shares:11.4K

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$553.3M)

PLBY Group, Inc.

PLBY|72814P109

Shares:28.2K

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$553.3M)

97264L100

Shares:20.8K

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$553.3M)

Innoviz Technologies Ltd.

INVZ|M5R635108

Shares:13.3K

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip577130628)✕	8.7K	QoQ 0.00% (-0) YoY NEW(+8.7K)	All Managers (Combined)	$210.2K	0.0% ($210.2K/$553.3M)	QoQ -0.77% (-$1.6K) YoY NEW(+$210.2K)
ADOBE INC.(ADBEcusip00724F101)	546	QoQ -7.92% (-47) YoY -18.99% (-128)	All Managers (Combined)	$209.4K	0.0% ($209.4K/$553.3M)	QoQ -20.78% (-$55.0K) YoY -38.42% (-$130.7K)
(cusip464288513)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$553.3M)	QoQ NEW(+$201.8K) YoY NEW(+$201.8K)
AGNC Investment Corp.(AGNCcusip00123Q104)	15.2K	QoQ 0.00% (+0) YoY +4.04% (+589)	All Managers (Combined)	$145.3K	0.0% ($145.3K/$553.3M)	QoQ +3.56% (+$5.0K) YoY +0.67% (+$979)
(cusip38747R306)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$127.2K	0.0% ($127.2K/$553.3M)	QoQ -0.23% (-$300) YoY -1.07% (-$1.4K)
PureCycle Technologies, Inc.(PCTcusip74623V103)	17.9K	QoQ -12.66% (-2.6K) YoY -14.73% (-3.1K)	All Managers (Combined)	$124.1K	0.0% ($124.1K/$553.3M)	QoQ -41.82% (-$89.3K) YoY -5.14% (-$6.7K)
GABELLI EQUITY TRUST INC(GABcusip362397101)	21.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$120.3K	0.0% ($120.3K/$553.3M)	QoQ +2.41% (+$2.8K) YoY -0.18% (-$219)
TheRealReal, Inc.(REALcusip88339P101)	20.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$107.8K	0.0% ($107.8K/$553.3M)	QoQ -51.78% (-$115.8K) YoY +37.85% (+$29.6K)
Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJcusip27829G106)	11.1K	QoQ +2.92% (-316) YoY +9.09% (+927)	All Managers (Combined)	$94.0K	0.0% ($94.0K/$553.3M)	QoQ -6.47% (-$6.5K) YoY +10.53% (+$9.0K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	11.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.6K	0.0% ($93.6K/$553.3M)	QoQ -0.48% (-$460) YoY -0.24% (-$230)
Banco Santander, S.A.(SANcusip05964H105)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$553.3M)	QoQ NEW(+$72.8K) YoY NEW(+$72.8K)
abrdn Income Credit Strategies Fund(ACPcusip003057106)	11.4K	QoQ 0.00% (-0) YoY NEW(+11.4K)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$553.3M)	QoQ -1.83% (-$1.3K) YoY NEW(+$66.9K)
PLBY Group, Inc.(PLBYcusip72814P109)	28.2K	QoQ -4.15% (-1.2K) YoY -25.22% (-9.5K)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$553.3M)	QoQ -29.23% (-$12.8K) YoY -21.64% (-$8.6K)
(cusip97264L100)✕	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$553.3M)	QoQ NEW(+$20.2K) YoY NEW(+$20.2K)
Innoviz Technologies Ltd.(INVZcusipM5R635108)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$553.3M)	QoQ NEW(+$8.7K) YoY NEW(+$8.7K)