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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464287408

IVE|464287408

Shares:2.7K

Value:$507.0K

% of Portfolio:0.1% ($507.0K/$553.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:966

Value:$506.2K

% of Portfolio:0.1% ($506.2K/$553.3M)

92189F676

Shares:2.3K

Value:$495.8K

% of Portfolio:0.1% ($495.8K/$553.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:5.3K

Value:$495.7K

% of Portfolio:0.1% ($495.7K/$553.3M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:7.6K

Value:$494.7K

% of Portfolio:0.1% ($494.7K/$553.3M)

921946810

VIGI|921946810

Shares:6.0K

Value:$494.5K

% of Portfolio:0.1% ($494.5K/$553.3M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.4K

Value:$486.6K

% of Portfolio:0.1% ($486.6K/$553.3M)

81369Y803

XLK|81369Y803

Shares:2.4K

Value:$486.6K

% of Portfolio:0.1% ($486.6K/$553.3M)

78468R770

Shares:4.4K

Value:$484.0K

% of Portfolio:0.1% ($484.0K/$553.3M)

Clearway Energy, Inc.

CWEN|18539C204

Shares:15.9K

Value:$482.7K

% of Portfolio:0.1% ($482.7K/$553.3M)

CATERPILLAR INC

CAT|149123101

Shares:1.4K

Value:$477.1K

% of Portfolio:0.1% ($477.1K/$553.3M)

CITIGROUP INC

C|172967424

Shares:6.7K

Value:$473.5K

% of Portfolio:0.1% ($473.5K/$553.3M)

464287598

IWD|464287598

Shares:2.5K

Value:$467.9K

% of Portfolio:0.1% ($467.9K/$553.3M)

46138E339

Shares:5.0K

Value:$463.1K

% of Portfolio:0.1% ($463.1K/$553.3M)

Eaton Corp plc

ETN|G29183103

Shares:1.7K

Value:$462.9K

% of Portfolio:0.1% ($462.9K/$553.3M)

921943858

VEA|921943858

Shares:9.1K

Value:$461.4K

% of Portfolio:0.1% ($461.4K/$553.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.7K

Value:$460.9K

% of Portfolio:0.1% ($460.9K/$553.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.3K

Value:$454.5K

% of Portfolio:0.1% ($454.5K/$553.3M)

FS KKR Capital Corp

FSK|302635206

Shares:21.2K

Value:$444.1K

% of Portfolio:0.1% ($444.1K/$553.3M)

Mastercard Inc

MA|57636Q104

Shares:809

Value:$443.8K

% of Portfolio:0.1% ($443.8K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVEcusip464287408)	2.7K	QoQ -0.03% (-1) YoY -10.67% (-318)	All Managers (Combined)	$507.0K	0.1% ($507.0K/$553.3M)	QoQ -0.07% (-$357) YoY -8.88% (-$49.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	966	QoQ -16.07% (-185) YoY -22.72% (-284)	All Managers (Combined)	$506.2K	0.1% ($506.2K/$553.3M)	QoQ -13.39% (-$78.3K) YoY -18.17% (-$112.5K)
(cusip92189F676)✕	2.3K	QoQ 0.00% (-0) YoY +2.53% (-58)	All Managers (Combined)	$495.8K	0.1% ($495.8K/$553.3M)	QoQ -13.56% (-$77.8K) YoY -3.63% (-$18.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	5.3K	QoQ +0.03% (+2) YoY -5.19% (-290)	All Managers (Combined)	$495.7K	0.1% ($495.7K/$553.3M)	QoQ +3.26% (+$15.7K) YoY -1.33% (-$6.7K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	7.6K	QoQ +0.09% (-7) YoY -1.19% (-92)	All Managers (Combined)	$494.7K	0.1% ($494.7K/$553.3M)	QoQ -23.55% (-$152.4K) YoY -3.76% (-$19.4K)
(VIGIcusip921946810)	6.0K	QoQ +2.56% (+149) YoY -66.70% (-11.9K)	All Managers (Combined)	$494.5K	0.1% ($494.5K/$553.3M)	QoQ +6.30% (+$29.3K) YoY -66.12% (-$965.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$486.6K	0.1% ($486.6K/$553.3M)	QoQ +24.03% (+$94.3K) YoY +21.78% (+$87.0K)
(XLKcusip81369Y803)	2.4K	QoQ -2.20% (-53) YoY +40.23% (+676)	All Managers (Combined)	$486.6K	0.1% ($486.6K/$553.3M)	QoQ -13.86% (-$78.3K) YoY +39.03% (+$136.6K)
(cusip78468R770)✕	4.4K	QoQ -23.52% (-1.4K) YoY -21.83% (-1.2K)	All Managers (Combined)	$484.0K	0.1% ($484.0K/$553.3M)	QoQ -22.98% (-$144.4K) YoY -21.42% (-$132.0K)
Clearway Energy, Inc.(CWENcusip18539C204)	15.9K	QoQ -2.88% (-474) YoY -8.65% (-1.5K)	All Managers (Combined)	$482.7K	0.1% ($482.7K/$553.3M)	QoQ +12.40% (-$53.3K) YoY +19.95% (-$80.3K)
CATERPILLAR INC(CATcusip149123101)	1.4K	QoQ +2.55% (-36) YoY +11.14% (+145)	All Managers (Combined)	$477.1K	0.1% ($477.1K/$553.3M)	QoQ -6.76% (-$34.6K) YoY +0.08% (+$401)
CITIGROUP INC(Ccusip172967424)	6.7K	QoQ +5.45% (+345) YoY +4.28% (+274)	All Managers (Combined)	$473.5K	0.1% ($473.5K/$553.3M)	QoQ +6.35% (+$28.3K) YoY +17.05% (+$69.0K)
(IWDcusip464287598)	2.5K	QoQ -1.89% (-48) YoY -2.39% (-61)	All Managers (Combined)	$467.9K	0.1% ($467.9K/$553.3M)	QoQ +0.02% (-$121) YoY +2.58% (-$11.8K)
(cusip46138E339)✕	5.0K	QoQ -23.00% (-1.5K) YoY -33.60% (-2.5K)	All Managers (Combined)	$463.1K	0.1% ($463.1K/$553.3M)	QoQ -25.39% (-$157.6K) YoY -23.40% (-$141.6K)
Eaton Corp plc(ETNcusipG29183103)	1.7K	QoQ +0.53% (-9) YoY -0.11% (-2)	All Managers (Combined)	$462.9K	0.1% ($462.9K/$553.3M)	QoQ -17.78% (-$100.1K) YoY -13.16% (-$70.2K)
(VEAcusip921943858)	9.1K	QoQ -6.06% (-586) YoY -18.54% (-2.1K)	All Managers (Combined)	$461.4K	0.1% ($461.4K/$553.3M)	QoQ -0.12% (-$579) YoY -17.46% (-$97.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.7K	QoQ 0.00% (+0) YoY -8.93% (-166)	All Managers (Combined)	$460.9K	0.1% ($460.9K/$553.3M)	QoQ +3.49% (+$15.6K) YoY -12.13% (-$63.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.3K	QoQ +0.62% (+8) YoY +41.49% (+378)	All Managers (Combined)	$454.5K	0.1% ($454.5K/$553.3M)	QoQ +1.56% (+$7.0K) YoY +55.61% (+$162.4K)
FS KKR Capital Corp(FSKcusip302635206)	21.2K	QoQ 0.00% (-0) YoY +10.21% (+2.0K)	All Managers (Combined)	$444.1K	0.1% ($444.1K/$553.3M)	QoQ -3.45% (-$15.9K) YoY +21.07% (+$77.3K)
Mastercard Inc(MAcusip57636Q104)	809	QoQ +1.76% (+14) YoY +5.75% (+44)	All Managers (Combined)	$443.8K	0.1% ($443.8K/$553.3M)	QoQ +6.15% (+$25.7K) YoY +20.46% (+$75.4K)