Insight Advisors

Newtown, PAfiles as Insight Advisors, LLC/ PA

$567m in 241 US stocks at the end of 30 June 2026. The top 10 are 56.6% of the money. It changed about 7.0% of the portfolio this quarter.

Value

$567m

Stocks

241

Top 10 share

56.6%

Turnover

7.0%

What changed this quarter

New

Bought for the first time this quarter.

DOWDOW
0.2% of the fund
CorningGLW
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Arista NetworksANET
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Galaxy DigitalGLXY
<0.1% of the fund
Johnson Controls InternationalJCI
<0.1% of the fund
Truist FinancialTFC
<0.1% of the fund
Amkor TechnologyAMKR
<0.1% of the fund
Goldman Sachs ETF TRGPIQ
<0.1% of the fund
Ford MotorF
<0.1% of the fund

Added

Bought more of a stock they already held.

EA Series TrustATTR
16.7% of the fund
+3%
Vanguard Index FDSVOO
1.4% of the fund
+2%
Spdr Series TrustSPYM
0.7% of the fund
+3%
First TR Exchange-Traded FDHYTI
0.7% of the fund
+12%
ETF Opportunities TrustHECA
0.7% of the fund
+31%
Micron TechnologyMU
0.6% of the fund
+23%
First TR Exchange-Traded FDLQTI
0.5% of the fund
+3%
First TR Exchange-Traded FDDFII
0.4% of the fund
+5%
Meta PlatformsMETA
0.4% of the fund
+8%
ETF SER SolutionsQTUM
0.4% of the fund
+21%
Spdr Series TrustSPIB
0.3% of the fund
+2%
Spdr Series TrustSPTM
0.3% of the fund
+4%
Ishares TRAGZ
0.3% of the fund
+4%
Ishares TRDGRO
0.3% of the fund
+6%
Ishares TRFALN
0.2% of the fund
+4%
Spdr Series TrustIBND
0.2% of the fund
+4%
Spdr Series TrustSPTI
0.2% of the fund
+13%
Select Sector Spdr TRXLK
0.2% of the fund
+25%
Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
+31%
Schwab Strategic TRSCHD
0.2% of the fund
+19%
Wisdomtree TRSHAG
0.2% of the fund
+13%
Invesco Exch Traded FD TR IIPFIG
0.1% of the fund
+14%
First TR Exchange-Traded FDGRID
0.1% of the fund
+66%
Goldman Sachs GroupGS
0.1% of the fund
+4%
Invesco Exchange Traded FD TXLG
0.1% of the fund
+2%

Cut

Sold some of their stake.

EA Series TrustCAOS
13.7% of the fund
-5%
EA Series TrustBOXX
6.7% of the fund
-4%
NvidiaNVDA
4.1% of the fund
-5%
BroadcomAVGO
2.0% of the fund
-12%
Advanced Micro DevicesAMD
1.9% of the fund
-6%
Amazon.comAMZN
1.8% of the fund
-3%
AlphabetGOOGL
1.6% of the fund
-4%
MicrosoftMSFT
1.0% of the fund
-3%
Vanguard Index FDSVTV
0.7% of the fund
-3%
Palo Alto NetworksPANW
0.6% of the fund
-2%
Costco WholesaleCOST
0.5% of the fund
-6%
MerckMRK
0.4% of the fund
-3%
Johnson & JohnsonJNJ
0.4% of the fund
-5%
Vanguard Index FDSVOT
0.4% of the fund
-4%
TeslaTSLA
0.3% of the fund
-11%
NetflixNFLX
0.3% of the fund
-4%
WalmartWMT
0.3% of the fund
-3%
JPMorgan ChaseJPM
0.3% of the fund
-5%
Spdr Series TrustONEO
0.3% of the fund
-3%
Vaneck ETF TrustSMH
0.2% of the fund
-15%
BlackstoneBX
0.2% of the fund
-3%
Spdr Series TrustSMLV
0.2% of the fund
-4%
Ishares TRIWM
0.2% of the fund
-10%
Palantir TechnologiesPLTR
0.2% of the fund
-6%
Procter & GamblePG
0.2% of the fund
-3%

Sold out

Sold their entire stake.

J P Morgan Exchange Traded FJMST
-100%
YelpYELP
-100%
Wisdomtree TRDGRW
-100%
AlbemarleALB
-100%
Wisdomtree TRQGRW
-100%
NikeNKE
-100%
Honeywell InternationalHON
-100%
Wisdomtree TREES
-100%
Consolidated EdisonED
-100%
MckessonMCK
-100%
AccentureACN
-100%
Abbott LaboratoriesABT
-100%
PfizerPFE
-100%
L3harris TechnologiesLHX
-100%
Ishares Ethereum TRETHA
-100%
First Watch Restaurant GroupFWRG
-100%
Gabelli Equity TRGAB-R
-100%

Holdings

EA Series TrustATTR
Share
16.7%
Value
$94m
Shares
1,004,809
+3%
EA Series TrustCAOS
Share
13.7%
Value
$77m
Shares
856,929
-5%
EA Series TrustBOXX
Share
6.7%
Value
$38m
Shares
324,822
-4%
State STR Spdr S&P 500 ETF TSPY
Share
4.4%
Value
$25m
Shares
33,607
Held
NvidiaNVDA
Share
4.1%
Value
$23m
Shares
116,704
-5%
AppleAAPL
Share
3.8%
Value
$22m
Shares
74,718
Held
BroadcomAVGO
Share
2.0%
Value
$11m
Shares
30,265
-12%
Advanced Micro DevicesAMD
Share
1.9%
Value
$11m
Shares
18,251
-6%
Amazon.comAMZN
Share
1.8%
Value
$10m
Shares
42,267
-3%
AlphabetGOOGL
Share
1.6%
Value
$9m
Shares
24,827
-4%
Invesco QQQ TRQQQ
Share
1.5%
Value
$9m
Shares
11,547
Held
IntelINTC
Share
1.4%
Value
$8m
Shares
56,118
Held
Vanguard Index FDSVOO
Share
1.4%
Value
$8m
Shares
11,358
+2%
Vanguard Index FDSVUG
Share
1.3%
Value
$7m
Shares
83,599
Held
MicrosoftMSFT
Share
1.0%
Value
$6m
Shares
15,706
-3%
AlphabetGOOG
Share
0.9%
Value
$5m
Shares
15,020
Held
Ishares TRIVV
Share
0.9%
Value
$5m
Shares
6,641
Held
Vanguard World FDVGT
Share
0.9%
Value
$5m
Shares
41,406
Held
Spdr Series TrustSPYM
Share
0.7%
Value
$4m
Shares
46,057
+3%
First TR Exchange-Traded FDHYTI
Share
0.7%
Value
$4m
Shares
211,387
+12%
Vanguard Index FDSVTV
Share
0.7%
Value
$4m
Shares
18,227
-3%
ETF Opportunities TrustHECA
Share
0.7%
Value
$4m
Shares
145,196
+31%
Berkshire HathawayBRK-B
Share
0.7%
Value
$4m
Shares
7,825
Held
Spdr Gold TRGLD
Share
0.6%
Value
$4m
Shares
9,872
Held
Micron TechnologyMU
Share
0.6%
Value
$4m
Shares
3,065
+23%
First TR Exchange-Traded FDIGLD
Share
0.6%
Value
$3m
Shares
165,895
Held
Palo Alto NetworksPANW
Share
0.6%
Value
$3m
Shares
9,440
-2%
Costco WholesaleCOST
Share
0.5%
Value
$3m
Shares
3,169
-6%
Selective Insurance GroupSIGI
Share
0.5%
Value
$3m
Shares
29,805
Held
First TR Exchange-Traded FDLQTI
Share
0.5%
Value
$3m
Shares
139,962
+3%
Vanguard Index FDSVBK
Share
0.5%
Value
$3m
Shares
7,255
Held
MerckMRK
Share
0.4%
Value
$3m
Shares
19,571
-3%
Johnson & JohnsonJNJ
Share
0.4%
Value
$2m
Shares
9,493
-5%
Vanguard Index FDSVOT
Share
0.4%
Value
$2m
Shares
7,745
-4%
First TR Exchange-Traded FDDFII
Share
0.4%
Value
$2m
Shares
190,221
+5%
Meta PlatformsMETA
Share
0.4%
Value
$2m
Shares
3,689
+8%
ETF SER SolutionsQTUM
Share
0.4%
Value
$2m
Shares
12,544
+21%
Wells Fargo & CompanyWFC
Share
0.4%
Value
$2m
Shares
24,317
Held
Vanguard Index FDSVOE
Share
0.3%
Value
$2m
Shares
9,646
Held
First TR Exchange-Traded FDFTSM
Share
0.3%
Value
$2m
Shares
31,504
Held
TeslaTSLA
Share
0.3%
Value
$2m
Shares
4,429
-11%
Ishares TRIVW
Share
0.3%
Value
$2m
Shares
13,527
Held
Price T Rowe GroupTROW
Share
0.3%
Value
$2m
Shares
16,181
Held
Eli LillyLLY
Share
0.3%
Value
$2m
Shares
1,521
Held
Global X FDSPAVE
Share
0.3%
Value
$2m
Shares
30,439
Held
Spdr Series TrustSPIB
Share
0.3%
Value
$2m
Shares
52,878
+2%
NetflixNFLX
Share
0.3%
Value
$2m
Shares
23,730
-4%
WalmartWMT
Share
0.3%
Value
$2m
Shares
14,077
-3%
Spdr Series TrustSPTM
Share
0.3%
Value
$2m
Shares
17,427
+4%
First TR Exchange-Traded FDFSIG
Share
0.3%
Value
$2m
Shares
83,722
Held
Ishares TRAGZ
Share
0.3%
Value
$2m
Shares
14,225
+4%
JPMorgan ChaseJPM
Share
0.3%
Value
$2m
Shares
4,693
-5%
Spdr Series TrustONEO
Share
0.3%
Value
$2m
Shares
10,000
-3%
Ishares TRDGRO
Share
0.3%
Value
$1m
Shares
19,431
+6%
Invesco Exchange Traded FD TRSP
Share
0.3%
Value
$1m
Shares
6,749
Held
Vanguard World FDMGK
Share
0.3%
Value
$1m
Shares
16,295
Held
Vanguard Index FDSVBR
Share
0.2%
Value
$1m
Shares
5,694
Held
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,298
Held
Vaneck ETF TrustSMH
Share
0.2%
Value
$1m
Shares
2,089
-15%
BlackstoneBX
Share
0.2%
Value
$1m
Shares
11,161
-3%
Ishares TRIWF
Share
0.2%
Value
$1m
Shares
10,565
Held
Spdr Series TrustSMLV
Share
0.2%
Value
$1m
Shares
8,325
-4%
Ishares TRFALN
Share
0.2%
Value
$1m
Shares
48,034
+4%
Spdr Series TrustSPYD
Share
0.2%
Value
$1m
Shares
27,399
Held
First TR Exchange-Traded FDRDVI
Share
0.2%
Value
$1m
Shares
42,807
Held
Vanguard Intl Equity Index FVEU
Share
0.2%
Value
$1m
Shares
15,001
Held
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
21,892
Held
Spdr Series TrustIBND
Share
0.2%
Value
$1m
Shares
39,838
+4%
Spdr Series TrustSPTI
Share
0.2%
Value
$1m
Shares
43,141
+13%
Select Sector Spdr TRXLK
Share
0.2%
Value
$1m
Shares
6,400
+25%
Ishares TRIWM
Share
0.2%
Value
$1m
Shares
4,028
-10%
Palantir TechnologiesPLTR
Share
0.2%
Value
$1m
Shares
10,373
-6%
Procter & GamblePG
Share
0.2%
Value
$1m
Shares
8,018
-3%
DOWDOW
Share
0.2%
Value
$1m
Shares
42,623
New
ETF Opportunities TrustHGRO
Share
0.2%
Value
$1m
Shares
37,184
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$1m
Shares
4,912
-3%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$1m
Shares
2,430
+31%
J P Morgan Exchange Traded FBBIN
Share
0.2%
Value
$1m
Shares
14,331
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$1m
Shares
34,993
+19%
RTXRTX
Share
0.2%
Value
$1m
Shares
5,750
Held
Home DepotHD
Share
0.2%
Value
$1m
Shares
3,090
-5%
Ishares TRIJR
Share
0.2%
Value
$1m
Shares
7,240
-2%
First TR Exchange Traded FDFV
Share
0.2%
Value
$1m
Shares
13,492
-3%
Sprott Asset Management LPPHYS
Share
0.2%
Value
$985,774
Shares
32,674
-28%
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$973,766
Shares
1,276
-4%
American ExpressAXP
Share
0.2%
Value
$963,259
Shares
2,848
-8%
Vanguard Index FDSVTI
Share
0.2%
Value
$950,157
Shares
2,568
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$943,971
Shares
6,904
-14%
Wisdomtree TRSHAG
Share
0.2%
Value
$917,021
Shares
19,378
+13%
CitigroupC
Share
0.2%
Value
$867,325
Shares
6,197
Held
Ishares TRAOA
Share
0.1%
Value
$849,699
Shares
8,706
-9%
Fidelity Merrimack STR TRFBND
Share
0.1%
Value
$827,372
Shares
18,188
Held
PaccarPCAR
Share
0.1%
Value
$824,489
Shares
6,864
Held
Invesco Exch Traded FD TR IIPFIG
Share
0.1%
Value
$807,826
Shares
33,772
+14%
Constellation EnergyCEG
Share
0.1%
Value
$789,065
Shares
3,177
-4%
First TR Exchange-Traded FDGRID
Share
0.1%
Value
$784,394
Shares
4,091
+66%
Wisdomtree TRAGGY
Share
0.1%
Value
$762,466
Shares
17,536
-25%
EatonETN
Share
0.1%
Value
$759,663
Shares
1,783
Held
Ishares TRUSRT
Share
0.1%
Value
$734,937
Shares
11,060
Held
Goldman Sachs GroupGS
Share
0.1%
Value
$729,280
Shares
720
+4%

Company	Share of fund	Value	Shares	Change
EA Series TrustATTR	16.7%	$94m	1,004,809	+3%
EA Series TrustCAOS	13.7%	$77m	856,929	-5%
EA Series TrustBOXX	6.7%	$38m	324,822	-4%
State STR Spdr S&P 500 ETF TSPY	4.4%	$25m	33,607	Held
NvidiaNVDA	4.1%	$23m	116,704	-5%
AppleAAPL	3.8%	$22m	74,718	Held
BroadcomAVGO	2.0%	$11m	30,265	-12%
Advanced Micro DevicesAMD	1.9%	$11m	18,251	-6%
Amazon.comAMZN	1.8%	$10m	42,267	-3%
AlphabetGOOGL	1.6%	$9m	24,827	-4%
Invesco QQQ TRQQQ	1.5%	$9m	11,547	Held
IntelINTC	1.4%	$8m	56,118	Held
Vanguard Index FDSVOO	1.4%	$8m	11,358	+2%
Vanguard Index FDSVUG	1.3%	$7m	83,599	Held
MicrosoftMSFT	1.0%	$6m	15,706	-3%
AlphabetGOOG	0.9%	$5m	15,020	Held
Ishares TRIVV	0.9%	$5m	6,641	Held
Vanguard World FDVGT	0.9%	$5m	41,406	Held
Spdr Series TrustSPYM	0.7%	$4m	46,057	+3%
First TR Exchange-Traded FDHYTI	0.7%	$4m	211,387	+12%
Vanguard Index FDSVTV	0.7%	$4m	18,227	-3%
ETF Opportunities TrustHECA	0.7%	$4m	145,196	+31%
Berkshire HathawayBRK-B	0.7%	$4m	7,825	Held
Spdr Gold TRGLD	0.6%	$4m	9,872	Held
Micron TechnologyMU	0.6%	$4m	3,065	+23%
First TR Exchange-Traded FDIGLD	0.6%	$3m	165,895	Held
Palo Alto NetworksPANW	0.6%	$3m	9,440	-2%
Costco WholesaleCOST	0.5%	$3m	3,169	-6%
Selective Insurance GroupSIGI	0.5%	$3m	29,805	Held
First TR Exchange-Traded FDLQTI	0.5%	$3m	139,962	+3%
Vanguard Index FDSVBK	0.5%	$3m	7,255	Held
MerckMRK	0.4%	$3m	19,571	-3%
Johnson & JohnsonJNJ	0.4%	$2m	9,493	-5%
Vanguard Index FDSVOT	0.4%	$2m	7,745	-4%
First TR Exchange-Traded FDDFII	0.4%	$2m	190,221	+5%
Meta PlatformsMETA	0.4%	$2m	3,689	+8%
ETF SER SolutionsQTUM	0.4%	$2m	12,544	+21%
Wells Fargo & CompanyWFC	0.4%	$2m	24,317	Held
Vanguard Index FDSVOE	0.3%	$2m	9,646	Held
First TR Exchange-Traded FDFTSM	0.3%	$2m	31,504	Held
TeslaTSLA	0.3%	$2m	4,429	-11%
Ishares TRIVW	0.3%	$2m	13,527	Held
Price T Rowe GroupTROW	0.3%	$2m	16,181	Held
Eli LillyLLY	0.3%	$2m	1,521	Held
Global X FDSPAVE	0.3%	$2m	30,439	Held
Spdr Series TrustSPIB	0.3%	$2m	52,878	+2%
NetflixNFLX	0.3%	$2m	23,730	-4%
WalmartWMT	0.3%	$2m	14,077	-3%
Spdr Series TrustSPTM	0.3%	$2m	17,427	+4%
First TR Exchange-Traded FDFSIG	0.3%	$2m	83,722	Held
Ishares TRAGZ	0.3%	$2m	14,225	+4%
JPMorgan ChaseJPM	0.3%	$2m	4,693	-5%
Spdr Series TrustONEO	0.3%	$2m	10,000	-3%
Ishares TRDGRO	0.3%	$1m	19,431	+6%
Invesco Exchange Traded FD TRSP	0.3%	$1m	6,749	Held
Vanguard World FDMGK	0.3%	$1m	16,295	Held
Vanguard Index FDSVBR	0.2%	$1m	5,694	Held
CaterpillarCAT	0.2%	$1m	1,298	Held
Vaneck ETF TrustSMH	0.2%	$1m	2,089	-15%
BlackstoneBX	0.2%	$1m	11,161	-3%
Ishares TRIWF	0.2%	$1m	10,565	Held
Spdr Series TrustSMLV	0.2%	$1m	8,325	-4%
Ishares TRFALN	0.2%	$1m	48,034	+4%
Spdr Series TrustSPYD	0.2%	$1m	27,399	Held
First TR Exchange-Traded FDRDVI	0.2%	$1m	42,807	Held
Vanguard Intl Equity Index FVEU	0.2%	$1m	15,001	Held
Bank of AmericaBAC	0.2%	$1m	21,892	Held
Spdr Series TrustIBND	0.2%	$1m	39,838	+4%
Spdr Series TrustSPTI	0.2%	$1m	43,141	+13%
Select Sector Spdr TRXLK	0.2%	$1m	6,400	+25%
Ishares TRIWM	0.2%	$1m	4,028	-10%
Palantir TechnologiesPLTR	0.2%	$1m	10,373	-6%
Procter & GamblePG	0.2%	$1m	8,018	-3%
DOWDOW	0.2%	$1m	42,623	New
ETF Opportunities TrustHGRO	0.2%	$1m	37,184	Held
Vanguard Specialized FundsVIG	0.2%	$1m	4,912	-3%
Taiwan Semiconductor ManufacturingTSM	0.2%	$1m	2,430	+31%
J P Morgan Exchange Traded FBBIN	0.2%	$1m	14,331	Held
Schwab Strategic TRSCHD	0.2%	$1m	34,993	+19%
RTXRTX	0.2%	$1m	5,750	Held
Home DepotHD	0.2%	$1m	3,090	-5%
Ishares TRIJR	0.2%	$1m	7,240	-2%
First TR Exchange Traded FDFV	0.2%	$1m	13,492	-3%
Sprott Asset Management LPPHYS	0.2%	$985,774	32,674	-28%
CrowdStrike HoldingsCRWD	0.2%	$973,766	1,276	-4%
American ExpressAXP	0.2%	$963,259	2,848	-8%
Vanguard Index FDSVTI	0.2%	$950,157	2,568	Held
ExxonMobil HoldingsXOM	0.2%	$943,971	6,904	-14%
Wisdomtree TRSHAG	0.2%	$917,021	19,378	+13%
CitigroupC	0.2%	$867,325	6,197	Held
Ishares TRAOA	0.1%	$849,699	8,706	-9%
Fidelity Merrimack STR TRFBND	0.1%	$827,372	18,188	Held
PaccarPCAR	0.1%	$824,489	6,864	Held
Invesco Exch Traded FD TR IIPFIG	0.1%	$807,826	33,772	+14%
Constellation EnergyCEG	0.1%	$789,065	3,177	-4%
First TR Exchange-Traded FDGRID	0.1%	$784,394	4,091	+66%
Wisdomtree TRAGGY	0.1%	$762,466	17,536	-25%
EatonETN	0.1%	$759,663	1,783	Held
Ishares TRUSRT	0.1%	$734,937	11,060	Held
Goldman Sachs GroupGS	0.1%	$729,280	720	+4%

Showing the largest 100 of 241.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 8.5% since 30 June 2025.

Where the money is

Technology17.3%

Financial services3.5%

Media & telecom3.3%

Retail & consumer2.7%

Industrials1.6%

Health care1.5%

Everyday goods1.3%

Materials0.5%

Utilities0.4%

Energy0.2%

Other67.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.