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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46434V621

DGRO|46434V621

Shares:37.7K

Value:$2.3M

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

Meta Platforms, Inc.

META|30303M102

Shares:3.7K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$553.3M)

921908844

VIG|921908844

Shares:10.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$553.3M)

922908538

VOT|922908538

Shares:8.5K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$553.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:23.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$553.3M)

Blackstone Inc.

BX|09260D107

Shares:14.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$553.3M)

922908595

VBK|922908595

Shares:7.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$553.3M)

97717W562

Shares:38.4K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$553.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:11.1K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$553.3M)

Tesla, Inc.

TSLA|88160R101

Shares:6.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$553.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:17.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$553.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:24.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$553.3M)

78464A375

Shares:51.9K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$553.3M)

97717X172

Shares:38.0K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$553.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:9.7K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$553.3M)

922908512

VOE|922908512

Shares:10.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$553.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:5.9K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$553.3M)

78464A854

SPLG|78464A854

Shares:23.8K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$553.3M)

Walmart Inc.

WMT|931142103

Shares:17.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$553.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DGROcusip46434V621)	37.7K	QoQ -0.45% (-173) YoY -7.43% (-3.0K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$553.3M)	QoQ +0.41% (-$9.6K) YoY -1.51% (-$35.8K)
Meta Platforms, Inc.(METAcusip30303M102)	3.7K	QoQ +0.24% (-9) YoY -7.58% (-307)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$553.3M)	QoQ -2.27% (-$50.1K) YoY +9.73% (-$191.3K)
(VIGcusip921908844)	10.8K	QoQ -12.73% (-1.6K) YoY -57.62% (-14.8K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$553.3M)	QoQ -13.53% (-$329.4K) YoY -54.98% (-$2.6M)
(VOTcusip922908538)	8.5K	QoQ -0.46% (-40) YoY -0.16% (-14)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$553.3M)	QoQ -4.54% (-$99.2K) YoY +3.58% (-$72.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	23.2K	QoQ -4.68% (-1.1K) YoY +13.67% (-2.8K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$553.3M)	QoQ -13.02% (-$311.2K) YoY -22.67% (-$609.5K)
Blackstone Inc.(BXcusip09260D107)	14.8K	QoQ -0.30% (-45) YoY -15.92% (-2.8K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$553.3M)	QoQ -18.98% (-$483.6K) YoY -10.53% (-$243.0K)
(VBKcusip922908595)	7.5K	QoQ +1.04% (-77) YoY +2.17% (-159)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$553.3M)	QoQ -9.29% (-$192.3K) YoY -1.33% (-$25.3K)
(cusip97717W562)✕	38.4K	QoQ +4.52% (-1.7K) YoY +23.21% (+7.2K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$553.3M)	QoQ -5.01% (-$98.9K) YoY +20.06% (+$313.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	11.1K	QoQ +0.57% (+63) YoY -6.15% (-727)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$553.3M)	QoQ +16.35% (+$258.4K) YoY -1.61% (-$30.1K)
Tesla, Inc.(TSLAcusip88160R101)	6.9K	QoQ -22.91% (-2.0K) YoY -56.00% (-8.7K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$553.3M)	QoQ -52.14% (-$1.9M) YoY -35.13% (-$962.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	17.2K	QoQ +6.96% (-1.1K) YoY -2.81% (-498)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$553.3M)	QoQ -10.24% (-$201.8K) YoY -44.67% (-$1.4M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	24.1K	QoQ +0.52% (+125) YoY +0.63% (+151)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$553.3M)	QoQ +2.49% (+$42.0K) YoY +24.64% (+$341.7K)
(cusip78464A375)✕	51.9K	QoQ +2.87% (+1.4K) YoY +38.88% (+14.5K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$553.3M)	QoQ +4.28% (+$70.9K) YoY +41.22% (+$503.1K)
(cusip97717X172)✕	38.0K	QoQ +17.80% (+5.7K) YoY +310.92% (+28.8K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$553.3M)	QoQ +17.64% (+$257.0K) YoY +308.98% (+$1.3M)
Palo Alto Networks Inc(PANWcusip697435105)	9.7K	QoQ +0.50% (-49) YoY +121.33% (+5.3K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$553.3M)	QoQ -6.89% (-$123.1K) YoY +32.92% (+$411.7K)
(VOEcusip922908512)	10.0K	QoQ -0.57% (-58) YoY -0.77% (-78)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$553.3M)	QoQ -1.09% (-$17.8K) YoY +2.18% (-$34.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	5.9K	QoQ -2.09% (-126) YoY -13.29% (-902)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$553.3M)	QoQ -11.40% (-$203.8K) YoY +2.45% (-$37.9K)
(SPLGcusip78464A854)	23.8K	QoQ -8.95% (-2.3K) YoY +15.47% (+3.2K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$553.3M)	QoQ -13.48% (-$244.5K) YoY +23.40% (+$297.4K)
Walmart Inc.(WMTcusip931142103)	17.3K	QoQ -0.04% (-8) YoY -12.69% (-2.5K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$553.3M)	QoQ -3.11% (-$48.8K) YoY +27.37% (-$326.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.9K	QoQ -0.42% (-38) YoY -1.32% (-119)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$553.3M)	QoQ +1.56% (-$23.3K) YoY +3.64% (-$53.3K)