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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97717Y808

Shares:16.2K

Value:$773.1K

% of Portfolio:0.1% ($773.1K/$553.3M)

78464A367

Shares:33.9K

Value:$765.3K

% of Portfolio:0.1% ($765.3K/$553.3M)

VISA INC.

V|92826C839

Shares:2.2K

Value:$755.0K

% of Portfolio:0.1% ($755.0K/$553.3M)

464287804

IJR|464287804

Shares:7.1K

Value:$739.5K

% of Portfolio:0.1% ($739.5K/$553.3M)

RTX Corp

RTX|75513E101

Shares:5.4K

Value:$721.9K

% of Portfolio:0.1% ($721.9K/$553.3M)

PACCAR INC

PCAR|693718108

Shares:7.4K

Value:$717.0K

% of Portfolio:0.1% ($717.0K/$553.3M)

46138E693

Shares:29.6K

Value:$704.0K

% of Portfolio:0.1% ($704.0K/$553.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.4K

Value:$688.9K

% of Portfolio:0.1% ($688.9K/$553.3M)

81369Y506

Shares:7.3K

Value:$682.4K

% of Portfolio:0.1% ($682.4K/$553.3M)

81369Y209

Shares:4.6K

Value:$674.9K

% of Portfolio:0.1% ($674.9K/$553.3M)

26922A420

Shares:9.0K

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$553.3M)

UNIVEST FINANCIAL Corp

UVSP|915271100

Shares:23.5K

Value:$666.5K

% of Portfolio:0.1% ($666.5K/$553.3M)

464288521

Shares:11.1K

Value:$639.1K

% of Portfolio:0.1% ($639.1K/$553.3M)

Constellation Energy Corp

CEG|21037T109

Shares:3.2K

Value:$638.8K

% of Portfolio:0.1% ($638.8K/$553.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.6K

Value:$638.7K

% of Portfolio:0.1% ($638.7K/$553.3M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.3K

Value:$636.6K

% of Portfolio:0.1% ($636.6K/$553.3M)

46438F101

Shares:13.6K

Value:$636.5K

% of Portfolio:0.1% ($636.5K/$553.3M)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:5.1K

Value:$619.6K

% of Portfolio:0.1% ($619.6K/$553.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.4K

Value:$619.2K

% of Portfolio:0.1% ($619.2K/$553.3M)

FORD MOTOR CO

F|345370860

Shares:61.7K

Value:$618.7K

% of Portfolio:0.1% ($618.7K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y808)✕	16.2K	QoQ +30.31% (+3.8K) YoY +52.71% (+5.6K)	All Managers (Combined)	$773.1K	0.1% ($773.1K/$553.3M)	QoQ +31.41% (+$184.8K) YoY +54.36% (+$272.3K)
(cusip78464A367)✕	33.9K	QoQ -11.75% (-4.5K) YoY +4.17% (+1.4K)	All Managers (Combined)	$765.3K	0.1% ($765.3K/$553.3M)	QoQ -10.85% (-$93.2K) YoY +1.17% (+$8.9K)
VISA INC.(Vcusip92826C839)	2.2K	QoQ +19.08% (+345) YoY +20.75% (+370)	All Managers (Combined)	$755.0K	0.1% ($755.0K/$553.3M)	QoQ +32.25% (+$184.1K) YoY +51.81% (+$257.7K)
(IJRcusip464287804)	7.1K	QoQ -0.78% (-56) YoY +0.84% (-59)	All Managers (Combined)	$739.5K	0.1% ($739.5K/$553.3M)	QoQ -9.74% (-$79.9K) YoY -4.55% (-$35.3K)
RTX Corp(RTXcusip75513E101)	5.4K	QoQ -0.12% (-7) YoY -0.87% (-48)	All Managers (Combined)	$721.9K	0.1% ($721.9K/$553.3M)	QoQ +14.81% (-$93.1K) YoY +34.63% (-$185.7K)
PACCAR INC(PCARcusip693718108)	7.4K	QoQ 0.00% (-0) YoY -26.49% (-2.7K)	All Managers (Combined)	$717.0K	0.1% ($717.0K/$553.3M)	QoQ -6.02% (-$46.0K) YoY -42.22% (-$524.1K)
(cusip46138E693)✕	29.6K	QoQ +24.42% (+5.8K) YoY +103.69% (+15.1K)	All Managers (Combined)	$704.0K	0.1% ($704.0K/$553.3M)	QoQ +25.93% (+$145.0K) YoY +106.78% (+$363.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.4K	QoQ +29.10% (+539) YoY +42.23% (+710)	All Managers (Combined)	$688.9K	0.1% ($688.9K/$553.3M)	QoQ +54.59% (+$243.3K) YoY +99.22% (+$343.1K)
(cusip81369Y506)✕	7.3K	QoQ +2.48% (+177) YoY +4.00% (+281)	All Managers (Combined)	$682.4K	0.1% ($682.4K/$553.3M)	QoQ +13.31% (+$80.2K) YoY +2.93% (+$19.4K)
(cusip81369Y209)✕	4.6K	QoQ -0.53% (-25) YoY -19.82% (-1.1K)	All Managers (Combined)	$674.9K	0.1% ($674.9K/$553.3M)	QoQ +5.83% (-$37.2K) YoY -20.77% (-$176.9K)
(cusip26922A420)✕	9.0K	QoQ +18.69% (+1.4K) YoY NEW(+9.0K)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$553.3M)	QoQ +7.92% (+$49.1K) YoY NEW(+$668.7K)
UNIVEST FINANCIAL Corp(UVSPcusip915271100)	23.5K	QoQ +100.00% (+11.8K) YoY +44.61% (+7.3K)	All Managers (Combined)	$666.5K	0.1% ($666.5K/$553.3M)	QoQ +91.49% (+$318.4K) YoY +96.98% (+$328.1K)
(cusip464288521)✕	11.1K	QoQ -2.98% (-341) YoY -0.56% (-63)	All Managers (Combined)	$639.1K	0.1% ($639.1K/$553.3M)	QoQ -1.38% (-$9.0K) YoY +6.45% (-$38.8K)
Constellation Energy Corp(CEGcusip21037T109)	3.2K	QoQ +19.90% (+526) YoY +20.59% (+541)	All Managers (Combined)	$638.8K	0.1% ($638.8K/$553.3M)	QoQ +6.83% (+$40.8K) YoY +31.54% (+$153.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.6K	QoQ +14.33% (+949) YoY -14.40% (-1.3K)	All Managers (Combined)	$638.7K	0.1% ($638.7K/$553.3M)	QoQ +25.03% (+$127.9K) YoY +213.94% (-$435.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.3K	QoQ -1.86% (-25) YoY -10.36% (-152)	All Managers (Combined)	$636.6K	0.1% ($636.6K/$553.3M)	QoQ -10.45% (-$74.3K) YoY -1.02% (-$6.6K)
(cusip46438F101)✕	13.6K	QoQ +86.50% (+6.3K) YoY NEW(+13.6K)	All Managers (Combined)	$636.5K	0.1% ($636.5K/$553.3M)	QoQ +63.02% (+$246.1K) YoY NEW(+$636.5K)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	5.1K	QoQ 0.00% (-0) YoY -0.07% (-4)	All Managers (Combined)	$619.6K	0.1% ($619.6K/$553.3M)	QoQ -7.50% (-$50.3K) YoY -30.48% (-$271.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.4K	QoQ -1.63% (-23) YoY -4.87% (-71)	All Managers (Combined)	$619.2K	0.1% ($619.2K/$553.3M)	QoQ -9.11% (-$62.1K) YoY -6.65% (-$44.2K)
FORD MOTOR CO(Fcusip345370860)	61.7K	QoQ +0.05% (+33) YoY +1.15% (-703)	All Managers (Combined)	$618.7K	0.1% ($618.7K/$553.3M)	QoQ +1.57% (+$9.6K) YoY -23.60% (-$191.1K)