Insight Advisors, LLC
- SEC CIK
- 0001844880
- Latest filing
- Aug 5, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 309
- −19 vs. Q1 2021
- Portfolio value
- $318.8M
- +$2.92M (+0.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 133,979 | $19.5M | 6.1% | −2,837−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,259 | $10.9M | 3.4% | +142+4.6% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 23,607 | $6.40M | 2.0% | −113−0.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 21,414 | $6.10M | 1.9% | +391+1.9% | Added | History |
| NVDANVIDIA Corp | Stock | 28,012 | $5.53M | 1.7% | +21,471+328.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 48,268 | $5.24M | 1.6% | +7,431+18.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,665 | $5.20M | 1.6% | +1,698+5.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,386 | $5.13M | 1.6% | −1,045−5.7% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 1,722 | $4.64M | 1.5% | −127−6.9% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,690 | $4.63M | 1.5% | +60.0% | Added | – |
| NFLXNetflix Inc | Stock | 8,334 | $4.29M | 1.3% | −565−6.3% | Reduced | History |
| ARK Innovation ETF00214Q104 | ETF | 34,899 | $4.23M | 1.3% | −996−2.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 11,599 | $4.08M | 1.3% | +732+6.7% | Added | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 48,213 | $4.07M | 1.3% | −592−1.2% | Reduced | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 65,442 | $4.00M | 1.3% | +364+0.6% | Added | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 13,767 | $3.74M | 1.2% | −1,382−9.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 5,008 | $3.55M | 1.1% | +160+3.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 6,955 | $3.06M | 1.0% | −55−0.8% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 32,905 | $3.04M | 1.0% | +3,508+11.9% | Added | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 71,211 | $2.89M | 0.9% | +10,371+17.0% | Added | – |
| SIGISelective Insurance Group Inc | COM | 35,295 | $2.85M | 0.9% | 00.0% | Unchanged | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,727 | $2.67M | 0.8% | −1,649−2.7% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 41,227 | $2.60M | 0.8% | −2,860−6.5% | Reduced | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 20,851 | $2.56M | 0.8% | −1,877−8.3% | Reduced | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 53,109 | $2.54M | 0.8% | +19,733+59.1% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,109 | $2.51M | 0.8% | −1,655−8.4% | Reduced | – |
| HDHome Depot, Inc. | Stock | 7,658 | $2.51M | 0.8% | −906−10.6% | Reduced | History |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 78,709 | $2.49M | 0.8% | +8,208+11.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 13,030 | $2.48M | 0.8% | +340+2.7% | Added | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,154 | $2.45M | 0.8% | −440−4.2% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 61,023 | $2.40M | 0.8% | +3,177+5.5% | Added | – |
| Kraneshares Tr500767876 | EMRNG MKT CONS | 80,790 | $2.38M | 0.7% | +3,962+5.2% | Added | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 35,961 | $2.25M | 0.7% | +6,391+21.6% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,788 | $2.23M | 0.7% | −168−2.1% | Reduced | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 41,708 | $2.21M | 0.7% | +4,326+11.6% | Added | – |
| ROKURoku, Inc | COM CL A | 5,037 | $2.12M | 0.7% | +400+8.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,697 | $2.06M | 0.6% | −145−3.0% | Reduced | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 33,514 | $2.01M | 0.6% | +1,947+6.2% | Added | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 31,300 | $1.99M | 0.6% | +25,527+442.2% | Added | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 71,938 | $1.99M | 0.6% | +30,829+75.0% | Added | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 40,361 | $1.98M | 0.6% | +11,144+38.1% | Added | – |
| BXBlackstone Inc. | COM | 16,694 | $1.92M | 0.6% | +61+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 10,941 | $1.89M | 0.6% | −3,057−21.8% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 35,726 | $1.81M | 0.6% | −5,798−14.0% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 48,044 | $1.77M | 0.6% | +2,742+6.1% | Added | – |
| FSRFisker Inc. | CL A COM STK | 109,650 | $1.75M | 0.5% | −33,830−23.6% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 9,731 | $1.70M | 0.5% | −1,437−12.9% | Reduced | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 23,407 | $1.67M | 0.5% | +7,773+49.7% | Added | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 48,568 | $1.58M | 0.5% | +466+1.0% | Added | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,126 | $1.55M | 0.5% | −625−3.3% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 20,144 | $1.53M | 0.5% | −18−0.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 10,752 | $1.52M | 0.5% | −2,008−15.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,589 | $1.49M | 0.5% | +140+1.3% | Added | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 70,805 | $1.46M | 0.5% | −9,526−11.9% | Reduced | – |
| XYZBlock, Inc. | CL A | 5,205 | $1.42M | 0.4% | +1,489+40.1% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 37,746 | $1.40M | 0.4% | +11,522+43.9% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,251 | $1.39M | 0.4% | +5,149+125.5% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 42,361 | $1.39M | 0.4% | −4,573−9.7% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,277 | $1.35M | 0.4% | −32−1.0% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 49,112 | $1.32M | 0.4% | −20,736−29.7% | Reduced | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 24,432 | $1.32M | 0.4% | +188+0.8% | Added | – |
| AXPAmerican Express Co | Stock | 7,708 | $1.30M | 0.4% | −187−2.4% | Reduced | History |
| iShares Tr46435G474 | FALN ANGLS USD | 42,053 | $1.26M | 0.4% | +1,406+3.5% | Added | – |
| MCDMcDonalds Corp | Stock | 5,168 | $1.24M | 0.4% | −779−13.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,453 | $1.24M | 0.4% | −1,159−20.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 451 | $1.23M | 0.4% | +8+1.8% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,249 | $1.22M | 0.4% | −508−3.0% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 5,831 | $1.22M | 0.4% | +10.0% | Added | History |
| NKENIKE, Inc. | Stock | 7,122 | $1.20M | 0.4% | −1,908−21.1% | Reduced | History |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 32,597 | $1.20M | 0.4% | −3,508−9.7% | Reduced | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 24,418 | $1.15M | 0.4% | +12,466+104.3% | Added | – |
| WFCWells Fargo & Company | Stock | 24,611 | $1.13M | 0.4% | −372−1.5% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 125,000 | $1.11M | 0.3% | +10,500+9.2% | Added | History |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 29,379 | $1.09M | 0.3% | −1,122−3.7% | Reduced | – |
| VZVerizon Communications Inc | Stock | 18,871 | $1.05M | 0.3% | −2,554−11.9% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,184 | $1.05M | 0.3% | +97+1.6% | Added | – |
| WisdomTree Tr97717Y717 | GROWTH LEADERS | 21,892 | $1.05M | 0.3% | +16,505+306.4% | Added | – |
| FFord Motor Co | Stock | 73,776 | $1.03M | 0.3% | −1,927−2.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 6,507 | $1.02M | 0.3% | −202−3.0% | Reduced | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 18,752 | $1.01M | 0.3% | −1,939−9.4% | Reduced | – |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 32,551 | $1.00M | 0.3% | +24,811+320.6% | Added | – |
| TWLOTwilio Inc | CL A | 2,625 | $996.0K | 0.3% | −23−0.9% | Reduced | History |
| Flagstar Bank, National Association649445103 | COM | 83,670 | $988.0K | 0.3% | +23,500+39.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 6,466 | $977.0K | 0.3% | −59−0.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,826 | $974.0K | 0.3% | −175−8.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,728 | $956.0K | 0.3% | +675+8.4% | Added | – |
| PEGPublic Service Enterprise Group Inc | COM | 15,090 | $949.0K | 0.3% | +10.0% | Added | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 23,532 | $929.0K | 0.3% | +1,485+6.7% | Added | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 8,247 | $924.0K | 0.3% | +419+5.4% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,593 | $917.0K | 0.3% | −1,491−9.3% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 16,826 | $917.0K | 0.3% | −1,899−10.1% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,187 | $893.0K | 0.3% | −78−2.4% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 3,679 | $886.0K | 0.3% | +127+3.6% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 5,156 | $875.0K | 0.3% | −42−0.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 6,081 | $865.0K | 0.3% | −770−11.2% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 31,617 | $859.0K | 0.3% | −3,998−11.2% | Reduced | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 34,075 | $855.0K | 0.3% | −3,639−9.6% | Reduced | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 41,655 | $850.0K | 0.3% | +41,655 | New | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 19,644 | $848.0K | 0.3% | −1,606−7.6% | Reduced | – |
| SBUXStarbucks Corp | Stock | 6,944 | $836.0K | 0.3% | +10.0% | Added | History |
Sold out since Q1 2021 (44)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 124,300 | $2.80M | 0.9% | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 25,112 | $1.22M | 0.4% | – |
| IPWRIdeal Power Inc. | COM NEW | 92,350 | $873.0K | 0.3% | History |
| LUVSouthwest Airlines Co | COM | 11,023 | $692.0K | 0.2% | History |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 6,080 | $532.0K | 0.2% | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 4,128 | $512.0K | 0.2% | – |
| NOCNorthrop Grumman Corp | Stock | 1,355 | $480.0K | 0.2% | History |
| WMWaste Management Inc | Stock | 3,373 | $470.0K | 0.1% | History |
| IRONDisc Medicine, Inc. | COM | 38,850 | $454.0K | 0.1% | History |
| LMTLockheed Martin Corp | Stock | 1,159 | $441.0K | 0.1% | History |
| DLTRDollar Tree, Inc. | COM | 3,799 | $437.0K | 0.1% | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 32,705 | $429.0K | 0.1% | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 5,423 | $417.0K | 0.1% | – |
| KMXCarMax Inc | COM | 3,090 | $415.0K | 0.1% | History |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 24,700 | $372.0K | 0.1% | – |
| PAVMPAVmed Inc. | COM | 79,300 | $362.0K | 0.1% | History |
| LTHMLivent Corp. | COM | 19,993 | $360.0K | 0.1% | History |
| GS Acquisition Hldgs Corp II36258Q105 | COM CL A | 33,970 | $351.0K | 0.1% | – |
| EXASExact Sciences Corp | COM | 2,625 | $341.0K | 0.1% | History |
| PENNPENN Entertainment, Inc. | COM | 3,518 | $315.0K | 0.1% | History |
| NSCNorfolk Southern Corp | Stock | 1,118 | $314.0K | 0.1% | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 32,765 | $306.0K | 0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 11,950 | $275.0K | 0.1% | History |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 6,915 | $266.0K | 0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,876 | $263.0K | 0.1% | – |
| KOPNKopin Corp | COM | 31,870 | $262.0K | 0.1% | History |
| LVSLas Vegas Sands Corp | COM | 4,210 | $258.0K | 0.1% | History |
| AAPAdvance Auto Parts Inc | COM | 1,269 | $255.0K | 0.1% | History |
| RMORomeo Power, Inc. | COM | 29,200 | $251.0K | 0.1% | History |
| PRTSCarParts.com, Inc. | COM | 13,700 | $237.0K | 0.1% | History |
| SIOXSio Gene Therapies Inc. | COMMON | 82,700 | $232.0K | 0.1% | History |
| NOWServiceNow, Inc. | Stock | 456 | $231.0K | 0.1% | History |
| CMICummins Inc | Stock | 905 | $228.0K | 0.1% | History |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 4,610 | $222.0K | 0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,178 | $221.0K | 0.1% | History |
| HALHalliburton Co | Stock | 10,733 | $221.0K | 0.1% | History |
| SCHWSchwab Charles Corp | Stock | 3,036 | $214.0K | 0.1% | History |
| MUMicron Technology Inc | Stock | 2,470 | $213.0K | 0.1% | History |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 5,206 | $212.0K | 0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 2,655 | $205.0K | 0.1% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,724 | $201.0K | 0.1% | History |
| iShares Select Dividend ETF464287168 | ETF | 1,691 | $200.0K | 0.1% | – |
| Thunder BRDG Acquistion II LG8857S116 | CL A SHS | 13,200 | $133.0K | <0.1% | – |
| BBBLACKBERRY Ltd | COM | 10,018 | $88.0K | <0.1% | History |