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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KIMBERLY CLARK CORP

KMB|494368103

Shares:3.1K

Value:$437.8K

% of Portfolio:0.1% ($437.8K/$553.3M)

Accenture plc

ACN|G1151C101

Shares:1.4K

Value:$437.6K

% of Portfolio:0.1% ($437.6K/$553.3M)

33734X143

Shares:4.2K

Value:$435.3K

% of Portfolio:0.1% ($435.3K/$553.3M)

33738R308

Shares:19.5K

Value:$427.3K

% of Portfolio:0.1% ($427.3K/$553.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.9K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$553.3M)

97717W588

Shares:7.2K

Value:$424.3K

% of Portfolio:0.1% ($424.3K/$553.3M)

97717W760

Shares:6.4K

Value:$422.9K

% of Portfolio:0.1% ($422.9K/$553.3M)

464288281

Shares:4.7K

Value:$421.5K

% of Portfolio:0.1% ($421.5K/$553.3M)

46137V233

Shares:9.0K

Value:$416.4K

% of Portfolio:0.1% ($416.4K/$553.3M)

922908751

VB|922908751

Shares:1.9K

Value:$415.3K

% of Portfolio:0.1% ($415.3K/$553.3M)

ORACLE CORP

ORCL|68389X105

Shares:3.0K

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$553.3M)

92189F411

Shares:24.5K

Value:$410.3K

% of Portfolio:0.1% ($410.3K/$553.3M)

00214Q708

Shares:12.2K

Value:$404.9K

% of Portfolio:0.1% ($404.9K/$553.3M)

37954Y814

Shares:14.4K

Value:$396.5K

% of Portfolio:0.1% ($396.5K/$553.3M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.2K

Value:$394.5K

% of Portfolio:0.1% ($394.5K/$553.3M)

464288414

MUB|464288414

Shares:3.7K

Value:$388.8K

% of Portfolio:0.1% ($388.8K/$553.3M)

82889N772

Shares:13.2K

Value:$387.5K

% of Portfolio:0.1% ($387.5K/$553.3M)

03073E105

Shares:1.4K

Value:$380.1K

% of Portfolio:0.1% ($380.1K/$553.3M)

921937835

BND|921937835

Shares:5.2K

Value:$378.7K

% of Portfolio:0.1% ($378.7K/$553.3M)

HERSHEY CO

HSY|427866108

Shares:2.2K

Value:$378.3K

% of Portfolio:0.1% ($378.3K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	3.1K	QoQ +7.32% (+210) YoY +8.41% (+239)	All Managers (Combined)	$437.8K	0.1% ($437.8K/$553.3M)	QoQ +16.86% (+$63.2K) YoY +19.20% (+$70.5K)
Accenture plc(ACNcusipG1151C101)	1.4K	QoQ -2.29% (-33) YoY -12.48% (-200)	All Managers (Combined)	$437.6K	0.1% ($437.6K/$553.3M)	QoQ -13.51% (-$68.4K) YoY -21.20% (-$117.8K)
(cusip33734X143)✕	4.2K	QoQ +0.09% (-4) YoY -0.87% (-37)	All Managers (Combined)	$435.3K	0.1% ($435.3K/$553.3M)	QoQ -0.09% (-$421) YoY -6.29% (-$29.2K)
(cusip33738R308)✕	19.5K	QoQ +1.18% (-229) YoY -12.05% (-2.7K)	All Managers (Combined)	$427.3K	0.1% ($427.3K/$553.3M)	QoQ -5.19% (-$23.4K) YoY -14.43% (-$72.1K)
Uber Technologies, Inc(UBERcusip90353T100)	5.9K	QoQ +28.58% (+1.3K) YoY +14.00% (+719)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$553.3M)	QoQ +54.16% (+$149.8K) YoY +7.88% (+$31.2K)
(cusip97717W588)✕	7.2K	QoQ -55.96% (-9.1K) YoY -87.41% (-49.7K)	All Managers (Combined)	$424.3K	0.1% ($424.3K/$553.3M)	QoQ -57.46% (-$573.1K) YoY -86.53% (-$2.7M)
(cusip97717W760)✕	6.4K	QoQ -39.73% (-4.2K) YoY -79.21% (-24.4K)	All Managers (Combined)	$422.9K	0.1% ($422.9K/$553.3M)	QoQ -36.76% (-$245.9K) YoY -78.96% (-$1.6M)
(cusip464288281)✕	4.7K	QoQ -7.77% (-392) YoY -1.04% (-49)	All Managers (Combined)	$421.5K	0.1% ($421.5K/$553.3M)	QoQ -6.35% (-$28.6K) YoY -0.02% (-$106)
(cusip46137V233)✕	9.0K	QoQ +13.25% (+1.1K) YoY NEW(+9.0K)	All Managers (Combined)	$416.4K	0.1% ($416.4K/$553.3M)	QoQ +3.58% (+$14.4K) YoY NEW(+$416.4K)
(VBcusip922908751)	1.9K	QoQ -13.12% (-283) YoY -6.53% (-131)	All Managers (Combined)	$415.3K	0.1% ($415.3K/$553.3M)	QoQ -19.85% (-$102.9K) YoY -9.31% (-$42.7K)
ORACLE CORP(ORCLcusip68389X105)	3.0K	QoQ -3.74% (-115) YoY +2.42% (+70)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$553.3M)	QoQ -19.36% (-$99.2K) YoY +13.98% (+$50.7K)
(cusip92189F411)✕	24.5K	QoQ +100.00% (+12.2K) YoY NEW(+24.5K)	All Managers (Combined)	$410.3K	0.1% ($410.3K/$553.3M)	QoQ +102.04% (+$207.2K) YoY NEW(+$410.3K)
(cusip00214Q708)✕	12.2K	QoQ -26.56% (-4.4K) YoY -17.26% (-2.5K)	All Managers (Combined)	$404.9K	0.1% ($404.9K/$553.3M)	QoQ -34.85% (-$216.6K) YoY -9.26% (-$41.4K)
(cusip37954Y814)✕	14.4K	QoQ -23.26% (-4.4K) YoY -72.09% (-37.2K)	All Managers (Combined)	$396.5K	0.1% ($396.5K/$553.3M)	QoQ -32.71% (-$192.8K) YoY -72.39% (-$1.0M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.2K	QoQ +2.37% (+75) YoY -17.51% (-688)	All Managers (Combined)	$394.5K	0.1% ($394.5K/$553.3M)	QoQ +2.97% (+$11.4K) YoY -0.94% (-$3.8K)
(MUBcusip464288414)	3.7K	QoQ 0.00% (-0) YoY +24.56% (+727)	All Managers (Combined)	$388.8K	0.1% ($388.8K/$553.3M)	QoQ -1.06% (-$4.2K) YoY +22.06% (+$70.3K)
(cusip82889N772)✕	13.2K	QoQ +3.93% (+501) YoY +3.22% (-413)	All Managers (Combined)	$387.5K	0.1% ($387.5K/$553.3M)	QoQ +2.40% (+$9.1K) YoY -2.15% (-$8.5K)
(cusip03073E105)✕	1.4K	QoQ -0.29% (-4) YoY -9.22% (-139)	All Managers (Combined)	$380.1K	0.1% ($380.1K/$553.3M)	QoQ +23.39% (-$72.1K) YoY +3.88% (-$14.2K)
(BNDcusip921937835)	5.2K	QoQ -16.19% (-996) YoY -1.26% (-66)	All Managers (Combined)	$378.7K	0.1% ($378.7K/$553.3M)	QoQ -14.50% (-$64.3K) YoY -0.14% (-$567)
HERSHEY CO(HSYcusip427866108)	2.2K	QoQ +2.36% (+51) YoY -13.66% (-350)	All Managers (Combined)	$378.3K	0.1% ($378.3K/$553.3M)	QoQ +3.78% (+$13.8K) YoY -24.08% (-$120.0K)