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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37954Y673

Shares:28.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$553.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$553.3M)

33738D879

Shares:43.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$553.3M)

464287614

IWF|464287614

Shares:2.7K

Value:$976.2K

% of Portfolio:0.2% ($976.2K/$553.3M)

921932505

VOOG|921932505

Shares:2.9K

Value:$962.7K

% of Portfolio:0.2% ($962.7K/$553.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:22.7K

Value:$945.2K

% of Portfolio:0.2% ($945.2K/$553.3M)

46641Q373

Shares:15.3K

Value:$943.4K

% of Portfolio:0.2% ($943.4K/$553.3M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$915.1K

% of Portfolio:0.2% ($915.1K/$553.3M)

97717Y527

Shares:18.1K

Value:$910.7K

% of Portfolio:0.2% ($910.7K/$553.3M)

PEPSICO INC

PEP|713448108

Shares:5.8K

Value:$873.6K

% of Portfolio:0.2% ($873.6K/$553.3M)

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

FTHY|33741Q107

Shares:59.2K

Value:$856.1K

% of Portfolio:0.2% ($856.1K/$553.3M)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$847.1K

% of Portfolio:0.2% ($847.1K/$553.3M)

97717W422

Shares:19.2K

Value:$837.7K

% of Portfolio:0.2% ($837.7K/$553.3M)

808524300

SCHG|808524300

Shares:33.1K

Value:$828.9K

% of Portfolio:0.1% ($828.9K/$553.3M)

921946406

VYM|921946406

Shares:6.3K

Value:$816.2K

% of Portfolio:0.1% ($816.2K/$553.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:17.8K

Value:$805.5K

% of Portfolio:0.1% ($805.5K/$553.3M)

464289859

Shares:10.5K

Value:$802.5K

% of Portfolio:0.1% ($802.5K/$553.3M)

922042775

VEU|922042775

Shares:13.1K

Value:$795.2K

% of Portfolio:0.1% ($795.2K/$553.3M)

33738R605

Shares:14.5K

Value:$794.3K

% of Portfolio:0.1% ($794.3K/$553.3M)

316188309

Shares:17.1K

Value:$781.4K

% of Portfolio:0.1% ($781.4K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y673)✕	28.5K	QoQ +0.47% (-134) YoY +41.53% (+8.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$553.3M)	QoQ -6.21% (-$71.1K) YoY +34.15% (+$273.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.9K	QoQ +4.58% (+391) YoY +45.47% (+2.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$553.3M)	QoQ +17.62% (+$158.8K) YoY +48.83% (+$347.8K)
(cusip33738D879)✕	43.2K	QoQ +15.44% (+5.8K) YoY +62.37% (+16.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$553.3M)	QoQ +13.34% (+$120.8K) YoY +57.33% (+$373.8K)
(IWFcusip464287614)	2.7K	QoQ +0.03% (-1) YoY +5.17% (+133)	All Managers (Combined)	$976.2K	0.2% ($976.2K/$553.3M)	QoQ -10.84% (-$118.8K) YoY +12.67% (+$109.8K)
(VOOGcusip921932505)	2.9K	QoQ -5.79% (-177) YoY -11.82% (-386)	All Managers (Combined)	$962.7K	0.2% ($962.7K/$553.3M)	QoQ -14.66% (-$165.4K) YoY -3.20% (-$31.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	22.7K	QoQ +0.43% (-99) YoY -6.68% (-1.6K)	All Managers (Combined)	$945.2K	0.2% ($945.2K/$553.3M)	QoQ -4.54% (-$45.1K) YoY +2.69% (-$24.8K)
(cusip46641Q373)✕	15.3K	QoQ +4.16% (+613) YoY +29.54% (+3.5K)	All Managers (Combined)	$943.4K	0.2% ($943.4K/$553.3M)	QoQ +12.25% (+$103.0K) YoY +32.49% (+$231.4K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ +28.27% (+244) YoY +23.27% (+209)	All Managers (Combined)	$915.1K	0.2% ($915.1K/$553.3M)	QoQ +36.91% (+$246.8K) YoY +30.98% (+$216.5K)
(cusip97717Y527)✕	18.1K	QoQ -39.05% (-11.6K) YoY +6.47% (+1.1K)	All Managers (Combined)	$910.7K	0.2% ($910.7K/$553.3M)	QoQ -39.00% (-$582.5K) YoY +6.56% (+$56.1K)
PEPSICO INC(PEPcusip713448108)	5.8K	QoQ -4.11% (-250) YoY -20.29% (-1.5K)	All Managers (Combined)	$873.6K	0.2% ($873.6K/$553.3M)	QoQ -5.18% (-$47.8K) YoY -31.67% (-$405.1K)
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND(FTHYcusip33741Q107)	59.2K	QoQ +56.84% (+21.5K) YoY +59.99% (+22.2K)	All Managers (Combined)	$856.1K	0.2% ($856.1K/$553.3M)	QoQ +56.30% (+$308.4K) YoY +58.99% (+$317.7K)
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ -1.52% (-42) YoY -29.79% (-1.2K)	All Managers (Combined)	$847.1K	0.2% ($847.1K/$553.3M)	QoQ +6.19% (-$49.5K) YoY -22.24% (-$242.3K)
(cusip97717W422)✕	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$837.7K	0.2% ($837.7K/$553.3M)	QoQ NEW(+$837.7K) YoY NEW(+$837.7K)
(SCHGcusip808524300)	33.1K	QoQ -18.28% (-7.4K) YoY +17.68% (-5.0K)	All Managers (Combined)	$828.9K	0.1% ($828.9K/$553.3M)	QoQ -27.28% (-$311.1K) YoY -68.21% (-$1.8M)
(VYMcusip921946406)	6.3K	QoQ +39.89% (+1.8K) YoY +46.36% (+2.0K)	All Managers (Combined)	$816.2K	0.1% ($816.2K/$553.3M)	QoQ +41.70% (+$240.2K) YoY +56.01% (+$293.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	17.8K	QoQ -0.18% (-33) YoY -1.00% (-180)	All Managers (Combined)	$805.5K	0.1% ($805.5K/$553.3M)	QoQ +14.33% (-$101.0K) YoY +7.01% (-$52.8K)
(cusip464289859)✕	10.5K	QoQ -20.71% (-2.7K) YoY -20.91% (-2.8K)	All Managers (Combined)	$802.5K	0.1% ($802.5K/$553.3M)	QoQ -20.88% (-$211.8K) YoY -17.64% (-$172.0K)
(VEUcusip922042775)	13.1K	QoQ -0.24% (-32) YoY -5.64% (-784)	All Managers (Combined)	$795.2K	0.1% ($795.2K/$553.3M)	QoQ +5.41% (-$40.8K) YoY -2.40% (-$19.6K)
(cusip33738R605)✕	14.5K	QoQ -7.31% (-1.1K) YoY -26.52% (-5.2K)	All Managers (Combined)	$794.3K	0.1% ($794.3K/$553.3M)	QoQ -14.26% (-$132.1K) YoY -29.55% (-$333.3K)
(cusip316188309)✕	17.1K	QoQ -12.12% (-2.4K) YoY NEW(+17.1K)	All Managers (Combined)	$781.4K	0.1% ($781.4K/$553.3M)	QoQ -10.73% (-$94.0K) YoY NEW(+$781.4K)