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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389637109

Shares:9.4K

Value:$614.6K

% of Portfolio:0.1% ($614.6K/$553.3M)

81369Y407

Shares:3.1K

Value:$611.1K

% of Portfolio:0.1% ($611.1K/$553.3M)

37954Y384

Shares:18.8K

Value:$607.9K

% of Portfolio:0.1% ($607.9K/$553.3M)

DEERE & CO

DE|244199105

Shares:1.3K

Value:$607.3K

% of Portfolio:0.1% ($607.3K/$553.3M)

AMGEN INC

AMGN|031162100

Shares:1.9K

Value:$606.0K

% of Portfolio:0.1% ($606.0K/$553.3M)

RELIANCE, INC.

RS|759509102

Shares:2.1K

Value:$605.8K

% of Portfolio:0.1% ($605.8K/$553.3M)

46090F100

Shares:43.4K

Value:$591.3K

% of Portfolio:0.1% ($591.3K/$553.3M)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:5.4K

Value:$568.6K

% of Portfolio:0.1% ($568.6K/$553.3M)

464287655

IWM|464287655

Shares:2.8K

Value:$567.5K

% of Portfolio:0.1% ($567.5K/$553.3M)

922908769

VTI|922908769

Shares:2.0K

Value:$561.0K

% of Portfolio:0.1% ($561.0K/$553.3M)

78464A839

Shares:7.1K

Value:$548.6K

% of Portfolio:0.1% ($548.6K/$553.3M)

97717W604

Shares:17.0K

Value:$544.4K

% of Portfolio:0.1% ($544.4K/$553.3M)

46428Q109

Shares:17.5K

Value:$542.4K

% of Portfolio:0.1% ($542.4K/$553.3M)

CLOROX CO /DE/

CLX|189054109

Shares:3.6K

Value:$527.9K

% of Portfolio:0.1% ($527.9K/$553.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.4K

Value:$526.2K

% of Portfolio:0.1% ($526.2K/$553.3M)

97717Y543

Shares:27.3K

Value:$518.6K

% of Portfolio:0.1% ($518.6K/$553.3M)

78468R804

Shares:3.0K

Value:$515.1K

% of Portfolio:0.1% ($515.1K/$553.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.5K

Value:$513.6K

% of Portfolio:0.1% ($513.6K/$553.3M)

78464A300

Shares:6.5K

Value:$513.4K

% of Portfolio:0.1% ($513.4K/$553.3M)

37954Y442

Shares:24.2K

Value:$507.4K

% of Portfolio:0.1% ($507.4K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389637109)✕	9.4K	QoQ +0.85% (-80) YoY -2.81% (-273)	All Managers (Combined)	$614.6K	0.1% ($614.6K/$553.3M)	QoQ -11.95% (-$83.4K) YoY +0.26% (-$1.6K)
(cusip81369Y407)✕	3.1K	QoQ +0.19% (-6) YoY +0.88% (+27)	All Managers (Combined)	$611.1K	0.1% ($611.1K/$553.3M)	QoQ -12.47% (-$87.1K) YoY +8.35% (+$47.1K)
(cusip37954Y384)✕	18.8K	QoQ -29.67% (-7.9K) YoY -65.51% (-35.7K)	All Managers (Combined)	$607.9K	0.1% ($607.9K/$553.3M)	QoQ -29.35% (-$252.5K) YoY -62.51% (-$1.0M)
DEERE & CO(DEcusip244199105)	1.3K	QoQ -8.68% (-123) YoY -8.42% (-119)	All Managers (Combined)	$607.3K	0.1% ($607.3K/$553.3M)	QoQ +0.93% (-$5.6K) YoY +4.64% (-$27.0K)
AMGEN INC(AMGNcusip031162100)	1.9K	QoQ -0.91% (-18) YoY -3.08% (-62)	All Managers (Combined)	$606.0K	0.1% ($606.0K/$553.3M)	QoQ +19.04% (-$97.0K) YoY +6.16% (-$35.2K)
RELIANCE, INC.(RScusip759509102)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$605.8K	0.1% ($605.8K/$553.3M)	QoQ +8.46% (+$47.3K) YoY NEW(+$605.8K)
(cusip46090F100)✕	43.4K	QoQ +2.69% (+1.1K) YoY +18.83% (+6.9K)	All Managers (Combined)	$591.3K	0.1% ($591.3K/$553.3M)	QoQ +8.25% (+$45.1K) YoY +16.77% (+$85.0K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	5.4K	QoQ +0.29% (-16) YoY +2.46% (-131)	All Managers (Combined)	$568.6K	0.1% ($568.6K/$553.3M)	QoQ -18.28% (-$127.2K) YoY -27.80% (-$219.0K)
(IWMcusip464287655)	2.8K	QoQ -5.91% (-179) YoY +1.38% (-39)	All Managers (Combined)	$567.5K	0.1% ($567.5K/$553.3M)	QoQ -14.97% (-$100.0K) YoY -3.80% (-$22.5K)
(VTIcusip922908769)	2.0K	QoQ -0.87% (-18) YoY +4.83% (+94)	All Managers (Combined)	$561.0K	0.1% ($561.0K/$553.3M)	QoQ -6.32% (-$37.9K) YoY +10.98% (+$55.5K)
(cusip78464A839)✕	7.1K	QoQ +8.76% (+574) YoY +30.71% (+1.7K)	All Managers (Combined)	$548.6K	0.1% ($548.6K/$553.3M)	QoQ +4.92% (+$25.8K) YoY +32.52% (+$134.6K)
(cusip97717W604)✕	17.0K	QoQ -19.75% (-4.2K) YoY -17.92% (-3.7K)	All Managers (Combined)	$544.4K	0.1% ($544.4K/$553.3M)	QoQ -24.94% (-$181.0K) YoY -19.73% (-$133.8K)
(cusip46428Q109)✕	17.5K	QoQ +0.28% (+50) YoY +1.16% (+201)	All Managers (Combined)	$542.4K	0.1% ($542.4K/$553.3M)	QoQ +17.58% (+$81.1K) YoY +37.80% (+$148.8K)
CLOROX CO /DE/(CLXcusip189054109)	3.6K	QoQ -5.58% (-212) YoY -4.37% (-164)	All Managers (Combined)	$527.9K	0.1% ($527.9K/$553.3M)	QoQ -13.87% (-$85.1K) YoY -8.03% (-$46.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.4K	QoQ +0.70% (+24) YoY -0.02% (-1)	All Managers (Combined)	$526.2K	0.1% ($526.2K/$553.3M)	QoQ +0.06% (+$343) YoY -9.29% (-$53.9K)
(cusip97717Y543)✕	27.3K	QoQ +9.25% (-2.3K) YoY +139.14% (+15.9K)	All Managers (Combined)	$518.6K	0.1% ($518.6K/$553.3M)	QoQ -6.32% (-$35.0K) YoY +118.76% (+$281.6K)
(cusip78468R804)✕	3.0K	QoQ -23.22% (-895) YoY -23.77% (-923)	All Managers (Combined)	$515.1K	0.1% ($515.1K/$553.3M)	QoQ -18.95% (-$120.5K) YoY -14.80% (-$89.5K)
AbbVie Inc.(ABBVcusip00287Y109)	2.5K	QoQ +1.11% (+27) YoY +5.37% (+125)	All Managers (Combined)	$513.6K	0.1% ($513.6K/$553.3M)	QoQ +20.19% (+$86.3K) YoY +21.19% (+$89.8K)
(cusip78464A300)✕	6.5K	QoQ +9.49% (-568) YoY +17.26% (+964)	All Managers (Combined)	$513.4K	0.1% ($513.4K/$553.3M)	QoQ -1.23% (-$6.4K) YoY +10.80% (+$50.1K)
(cusip37954Y442)✕	24.2K	QoQ -15.75% (-4.5K) YoY -57.77% (-33.1K)	All Managers (Combined)	$507.4K	0.1% ($507.4K/$553.3M)	QoQ -26.65% (-$184.4K) YoY -59.25% (-$737.8K)