Insight Advisors, LLC
- SEC CIK
- 0001844880
- Latest filing
- Aug 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 15, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 285
- −10 vs. Q1 2024
- Portfolio value
- $547.3M
- +$32.2M (+6.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L516 | ALPHA ARCHITECT | 1,824,332 | $154.8M | 28.3% | +40,853+2.3% | Added | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 357,183 | $38.5M | 7.0% | +57,117+19.0% | Added | – |
| NVDANVIDIA Corp | Stock | 181,915 | $22.5M | 4.1% | −11,425−5.9% | ReducedConverted for a 10-for-1 split | History |
| AAPLApple Inc. | Stock | 99,595 | $21.0M | 3.8% | −3,352−3.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,104 | $10.4M | 1.9% | +7,854+69.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 47,509 | $9.18M | 1.7% | −366−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,653 | $8.79M | 1.6% | +105+0.5% | Added | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 82,206 | $6.42M | 1.2% | +9,011+12.3% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 178,689 | $6.27M | 1.1% | +51,460+40.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,671 | $5.86M | 1.1% | +40.0% | Added | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 134,101 | $5.76M | 1.1% | +49,407+58.3% | Added | – |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 125,941 | $5.72M | 1.0% | +20,166+19.1% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 95,320 | $5.68M | 1.0% | +161+0.2% | Added | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 120,735 | $5.41M | 1.0% | +49,024+68.4% | Added | – |
| AVGOBroadcom Inc. | Stock | 3,277 | $5.26M | 1.0% | −60−1.8% | Reduced | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 98,556 | $5.00M | 0.9% | +62,216+171.2% | Added | – |
| GOOGLAlphabet Inc. | Stock | 25,824 | $4.70M | 0.9% | +431+1.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,082 | $4.35M | 0.8% | +886+10.8% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 76,578 | $4.17M | 0.8% | −6,424−7.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,786 | $3.89M | 0.7% | +4,028+107.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,743 | $3.69M | 0.7% | −63−0.9% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,676 | $3.59M | 0.7% | −5,928−23.2% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,650 | $3.52M | 0.6% | +79+0.9% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 74,689 | $3.49M | 0.6% | +11,345+17.9% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 80,086 | $3.49M | 0.6% | −4,940−5.8% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 17,304 | $3.17M | 0.6% | +93+0.5% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,676 | $3.16M | 0.6% | +13,367+48.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,695 | $3.16M | 0.6% | +236+1.2% | Added | – |
| MRKMerck & Co., Inc. | Stock | 24,798 | $3.07M | 0.6% | +4,424+21.7% | Added | History |
| SIGISelective Insurance Group Inc | COM | 31,005 | $2.91M | 0.5% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 57,103 | $2.88M | 0.5% | +14,122+32.9% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,874 | $2.81M | 0.5% | +970+24.8% | Added | – |
| TSLATesla, Inc. | Stock | 13,860 | $2.74M | 0.5% | −1,727−11.1% | Reduced | History |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 136,039 | $2.72M | 0.5% | +520+0.4% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 16,055 | $2.60M | 0.5% | −1,649−9.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 3,030 | $2.58M | 0.5% | +37+1.2% | Added | History |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 133,773 | $2.51M | 0.5% | +381+0.3% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,584 | $2.40M | 0.4% | +813+2.0% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 77,154 | $2.36M | 0.4% | +11,256+17.1% | Added | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 36,529 | $2.32M | 0.4% | +5,693+18.5% | Added | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 39,809 | $2.26M | 0.4% | −17,075−30.0% | Reduced | – |
| WisdomTree Tr97717Y725 | MORTGAGE PLUS BD | 51,126 | $2.21M | 0.4% | +22,223+76.9% | Added | – |
| WisdomTree Tr97717Y774 | INTK MLTIFACTR | 79,426 | $2.08M | 0.4% | +16,305+25.8% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 81,154 | $2.06M | 0.4% | −35,938−30.7% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,705 | $1.99M | 0.4% | −8,423−29.9% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 8,534 | $1.96M | 0.4% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 2,794 | $1.89M | 0.3% | −170−5.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,714 | $1.87M | 0.3% | −333−8.2% | Reduced | History |
| BXBlackstone Inc. | COM | 15,026 | $1.86M | 0.3% | −2,533−14.4% | Reduced | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,170 | $1.84M | 0.3% | −8,455−30.6% | Reduced | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 35,392 | $1.82M | 0.3% | +5,173+17.1% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,277 | $1.82M | 0.3% | −17−0.2% | Reduced | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 37,689 | $1.78M | 0.3% | +6,563+21.1% | Added | – |
| JNJJohnson & Johnson | Stock | 11,355 | $1.66M | 0.3% | −458−3.9% | Reduced | History |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 53,433 | $1.62M | 0.3% | +22,068+70.4% | Added | – |
| PFEPfizer Inc | Stock | 56,445 | $1.58M | 0.3% | +190.0% | Added | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 47,654 | $1.55M | 0.3% | +10,315+27.6% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 4,502 | $1.53M | 0.3% | +101+2.3% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,482 | $1.53M | 0.3% | −106−0.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,113 | $1.52M | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 14,615 | $1.50M | 0.3% | +6,184+73.3% | Added | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 23,820 | $1.49M | 0.3% | −9,308−28.1% | Reduced | – |
| PGProcter & Gamble Co | Stock | 8,999 | $1.48M | 0.3% | −7−0.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 6,384 | $1.48M | 0.3% | −400−5.9% | Reduced | History |
| WFCWells Fargo & Company | Stock | 24,032 | $1.43M | 0.3% | +110+0.5% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 21,184 | $1.36M | 0.2% | +532+2.6% | Added | – |
| HDHome Depot, Inc. | Stock | 3,932 | $1.35M | 0.2% | −541−12.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 19,821 | $1.34M | 0.2% | +24+0.1% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 18,025 | $1.33M | 0.2% | −61−0.3% | Reduced | History |
| CWHCamping World Holdings, Inc. | CL A | 71,751 | $1.28M | 0.2% | −21,520−23.1% | Reduced | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 41,676 | $1.23M | 0.2% | −12,828−23.5% | Reduced | – |
| SPDR Ser Tr78468R762 | RUSSELL MOMENTUM | 10,867 | $1.20M | 0.2% | +151+1.4% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,685 | $1.16M | 0.2% | +224+6.5% | Added | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 22,798 | $1.15M | 0.2% | +5,805+34.2% | Added | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 28,126 | $1.13M | 0.2% | +917+3.4% | Added | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 19,709 | $1.13M | 0.2% | +60.0% | Added | – |
| PEPPepsiCo Inc | Stock | 6,749 | $1.11M | 0.2% | −558−7.6% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,706 | $1.10M | 0.2% | −518−7.2% | Reduced | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,229 | $1.08M | 0.2% | −35−1.1% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,888 | $1.07M | 0.2% | −26−0.4% | Reduced | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 9,638 | $1.06M | 0.2% | +360+3.9% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 15,592 | $1.03M | 0.2% | +97+0.6% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 12,649 | $1.03M | 0.2% | −5,255−29.4% | Reduced | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 56,022 | $1.01M | 0.2% | +7,692+15.9% | Added | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 27,306 | $1.01M | 0.2% | +7,191+35.7% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,341 | $997.6K | 0.2% | +76+0.6% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 37,052 | $970.4K | 0.2% | +6,609+21.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 4,719 | $954.6K | 0.2% | +31+0.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,489 | $949.3K | 0.2% | −31−0.6% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 8,208 | $944.8K | 0.2% | +2,081+34.0% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,572 | $937.5K | 0.2% | +2+0.1% | Added | – |
| PCARPaccar Inc | COM | 9,068 | $933.5K | 0.2% | −950−9.5% | Reduced | History |
| Global X FDS37954Y814 | FINTECH ETF | 36,019 | $906.2K | 0.2% | −15,530−30.1% | Reduced | – |
| BACBank of America Corp | Stock | 22,577 | $897.9K | 0.2% | −1,697−7.0% | Reduced | History |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 19,815 | $883.7K | 0.2% | +10,568+114.3% | Added | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 24,999 | $882.5K | 0.2% | −13,656−35.3% | Reduced | – |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 44,336 | $871.6K | 0.2% | −12,912−22.6% | Reduced | – |
| LLYEli Lilly & Co | Stock | 928 | $840.6K | 0.2% | +30+3.3% | Added | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 26,064 | $835.6K | 0.2% | −12,545−32.5% | Reduced | History |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 37,040 | $835.3K | 0.2% | +4,492+13.8% | Added | – |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (19)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ADPAutomatic Data Processing Inc | Stock | 5,860 | $1.46M | 0.3% | History |
| PRUPrudential Financial Inc | Stock | 5,657 | $664.1K | 0.1% | History |
| EPDEnterprise Products Partners L.P. | Stock | 15,555 | $453.9K | 0.1% | History |
| Flagstar Bank, National Association649445103 | COM | 91,141 | $293.5K | 0.1% | – |
| NXHNeighborhood Intelligence, Inc. | COM | 7,530 | $270.4K | 0.1% | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 10,278 | $269.8K | 0.1% | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 5,292 | $256.7K | <0.1% | – |
| CPCanadian Pacific Kansas City Ltd | COM | 2,888 | $254.6K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 2,717 | $248.3K | <0.1% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,570 | $233.3K | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 4,271 | $231.6K | <0.1% | History |
| BABoeing Co | Stock | 1,139 | $219.8K | <0.1% | History |
| PLDPrologis, Inc. | REIT | 1,576 | $205.2K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 8,842 | $203.5K | <0.1% | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,316 | $202.4K | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 744 | $202.2K | <0.1% | History |
| iShares Tips Bond ETF464287176 | ETF | 1,882 | $202.1K | <0.1% | – |
| INDIindie Semiconductor, Inc. | CLASS A COM | 10,700 | $75.8K | <0.1% | History |
| AGENAgenus Inc | COM NEW | 18,180 | $10.5K | <0.1% | History |