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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464287200

IVV|464287200

Shares:7.3K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$553.3M)

97717Y725

Shares:89.7K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$553.3M)

69374H881

Shares:71.3K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$553.3M)

46641Q837

Shares:76.9K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$553.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:24.9K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$553.3M)

97717W547

Shares:43.5K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$553.3M)

922908744

VTV|922908744

Shares:19.2K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$553.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.4K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$553.3M)

97717X578

Shares:96.6K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$553.3M)

33733E856

Shares:140.7K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$553.3M)

Alphabet Inc.

GOOG|02079K107

Shares:18.8K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$553.3M)

69374H873

Shares:92.5K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$553.3M)

464287507

IJH|464287507

Shares:49.3K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$553.3M)

92204A702

VGT|92204A702

Shares:5.1K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$553.3M)

SELECTIVE INSURANCE GROUP INC

SIGI|816300107

Shares:29.8K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$553.3M)

69374H857

Shares:72.5K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$553.3M)

464288653

Shares:26.0K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$553.3M)

33738D804

Shares:135.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$553.3M)

NETFLIX INC

NFLX|64110L106

Shares:2.6K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$553.3M)

97717W851

Shares:21.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	7.3K	QoQ +8.59% (+580) YoY +7.65% (+521)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$553.3M)	QoQ +3.25% (+$129.8K) YoY +15.07% (+$539.5K)
(cusip97717Y725)✕	89.7K	QoQ +14.15% (+11.1K) YoY +210.45% (+60.8K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$553.3M)	QoQ +15.95% (+$541.0K) YoY +213.46% (+$2.7M)
(cusip69374H881)✕	71.3K	QoQ +7.30% (+4.9K) YoY -14.05% (-11.7K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$553.3M)	QoQ +4.62% (+$172.6K) YoY -19.01% (-$917.2K)
(cusip46641Q837)✕	76.9K	QoQ +8.85% (+6.3K) YoY +78.83% (+33.9K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$553.3M)	QoQ +8.95% (+$320.0K) YoY +79.47% (+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	24.9K	QoQ -2.02% (-516) YoY -1.81% (-461)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$553.3M)	QoQ -20.77% (-$1.0M) YoY +0.61% (-$23.6K)
(cusip97717W547)✕	43.5K	QoQ NEW(+43.5K) YoY NEW(+43.5K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$553.3M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
(VTVcusip922908744)	19.2K	QoQ +0.02% (+4) YoY -1.22% (-239)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$553.3M)	QoQ +2.26% (+$73.7K) YoY +4.76% (-$151.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.4K	QoQ +2.61% (+86) YoY +12.62% (+378)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$553.3M)	QoQ +5.25% (+$159.2K) YoY +45.31% (+$994.4K)
(cusip97717X578)✕	96.6K	QoQ +10.92% (+9.5K) YoY +46.65% (+30.7K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$553.3M)	QoQ +11.75% (+$313.8K) YoY +53.67% (+$1.0M)
(cusip33733E856)✕	140.7K	QoQ +2.43% (+3.3K) YoY +3.83% (+5.2K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$553.3M)	QoQ +14.37% (+$370.9K) YoY +10.58% (+$282.4K)
Alphabet Inc.(GOOGcusip02079K107)	18.8K	QoQ +4.73% (-848) YoY +9.04% (+1.6K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$553.3M)	QoQ -15.09% (-$521.1K) YoY +11.88% (+$311.4K)
(cusip69374H873)✕	92.5K	QoQ +14.24% (+11.5K) YoY +194.80% (+61.1K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$553.3M)	QoQ +23.50% (+$552.8K) YoY +189.82% (+$1.9M)
(IJHcusip464287507)	49.3K	QoQ +23.85% (+9.5K) YoY +384.37% (+39.1K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$553.3M)	QoQ +16.24% (+$402.1K) YoY +365.31% (+$2.3M)
(VGTcusip92204A702)	5.1K	QoQ +0.99% (-50) YoY +30.45% (+1.2K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$553.3M)	QoQ -12.70% (-$402.4K) YoY +35.06% (+$718.0K)
SELECTIVE INSURANCE GROUP INC(SIGIcusip816300107)	29.8K	QoQ 0.00% (-0) YoY -3.87% (-1.2K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$553.3M)	QoQ -2.03% (-$56.6K) YoY -19.39% (-$656.5K)
(cusip69374H857)✕	72.5K	QoQ -3.59% (-2.7K) YoY -14.75% (-12.5K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$553.3M)	QoQ -17.53% (-$577.9K) YoY -34.97% (-$1.5M)
(cusip464288653)✕	26.0K	QoQ +19.23% (+4.2K) YoY +207.87% (+17.5K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$553.3M)	QoQ +23.89% (+$519.3K) YoY +204.12% (+$1.8M)
(cusip33738D804)✕	135.8K	QoQ +3.40% (+4.5K) YoY +1.79% (+2.4K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$553.3M)	QoQ +3.78% (+$93.8K) YoY +2.71% (+$68.1K)
NETFLIX INC(NFLXcusip64110L106)	2.6K	QoQ -0.15% (-4) YoY -12.95% (-384)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$553.3M)	QoQ +3.40% (-$79.2K) YoY +33.65% (-$605.8K)
(cusip97717W851)✕	21.3K	QoQ +25.28% (+4.3K) YoY NEW(+21.3K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$553.3M)	QoQ +25.47% (+$476.4K) YoY NEW(+$2.3M)