Asset Manager
← All Institutions
Insight Advisors, LLC/ PA
Market Value
$652M
+5.3%
Holdings
291
-6
New Purchases
13
Added To
111
Closed
8
Reduced
128
Top 10 Concentration
52.0%
Turnover
7.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 3.26% | 2.87% | +0.39% | $21M |
| HYTI | 0.49% | 0.10% | +0.38% | $3M |
| NVDA | 3.81% | 3.43% | +0.38% | $25M |
| DFII | 0.44% | 0.17% | +0.26% | $3M |
| GOOGL | 0.96% | 0.73% | +0.23% | $6M |
| AVGO | 1.76% | 1.55% | +0.21% | $11M |
| GOOG | 0.71% | 0.54% | +0.16% | $5M |
| SPY | 3.47% | 3.33% | +0.14% | $23M |
| LQTI | 0.20% | 0.08% | +0.11% | $1M |
| SPYM | 0.37% | 0.28% | +0.09% | $2M |
| INTC | 0.30% | 0.21% | +0.09% | $2M |
| GNOM | 0.09% | 0.00% | +0.09% | $579K |
| QGRW | 2.42% | 2.34% | +0.08% | $16M |
| PLTR | 0.29% | 0.22% | +0.07% | $2M |
| TSLA | 0.40% | 0.33% | +0.07% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CAOS | 26.33% | 28.07% | -1.74% | $172M |
| BOXX | 5.53% | 5.96% | -0.43% | $36M |
| FTSM | 0.41% | 0.77% | -0.36% | $3M |
| FSIG | 0.31% | 0.43% | -0.12% | $2M |
| NFLX | 0.50% | 0.59% | -0.09% | $3M |
| AMZN | 1.58% | 1.67% | -0.08% | $10M |
| CLOU | 0.00% | 0.08% | -0.08% | $0 |
| PINK | 0.00% | 0.06% | -0.06% | $0 |
| JPST | 0.73% | 0.79% | -0.06% | $5M |
| COST | 0.48% | 0.53% | -0.05% | $3M |
| SIGI | 0.37% | 0.42% | -0.05% | $2M |
| AGGY | 1.35% | 1.40% | -0.05% | $9M |
| SGOV | 0.00% | 0.04% | -0.04% | $0 |
| JMST | 1.05% | 1.09% | -0.04% | $7M |
| EPI | 0.30% | 0.33% | -0.04% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 59 | $194M | 29.8% |
| Large Cap | 128 | $158M | 24.2% |
| Mid Cap | 47 | $67M | 10.2% |
| Small Cap | 35 | $209M | 32.1% |
| Micro Cap | 22 | $25M | 3.8% |
Portfolio Analytics
Avg Market Cap
$235.3B
Median Market Cap
$36.1B
Avg P/E
30.7
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
125
# ETFs / Funds
166
Top Holdings (291 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAOS | 26.33% | 1,918,587 | $172M | $89.53 | -$2M | -38,426 | -2.0% | |
| 2 | BOXX | 5.53% | 316,722 | $36M | $113.88 | -$823K | -10,664 | -3.3% | |
| 3 | NVDA | 3.81% | 133,078 | $25M | $186.60 | $4M | -1,401 | -1.0% | |
| 4 | SPY | 3.47% | 33,959 | $23M | $666.53 | $2M | +613 | +1.8% | |
| 5 | AAPL | 3.26% | 83,485 | $21M | $254.70 | $3M | -3,249 | -3.8% | |
| 6 | QGRW | 2.42% | 275,472 | $16M | $57.36 | $1M | -80 | -0.0% | |
| 7 | DGRW | 2.42% | 177,183 | $16M | $88.96 | $1M | +1,260 | +0.7% | |
| 8 | AVGO | 1.76% | 34,766 | $11M | $330.03 | $2M | -76 | -0.2% | |
| 9 | AMZN | 1.58% | 47,082 | $10M | $219.57 | $9K | +4 | +0.0% | |
| 10 | MSFT | 1.41% | 17,754 | $9M | $518.65 | $355K | -44 | -0.2% | |
| 11 | AGGY | 1.35% | 198,987 | $9M | $44.27 | $165K | +869 | +0.4% | |
| 12 | WTV | 1.16% | 83,381 | $8M | $91.01 | $414K | +345 | +0.4% | |
| 13 | QQQ | 1.11% | 12,042 | $7M | $601.61 | $547K | -99 | -0.8% | |
| 14 | VUG | 1.05% | 14,346 | $7M | $479.71 | $568K | -56 | -0.4% | |
| 15 | JMST | 1.05% | 134,620 | $7M | $51.04 | $107K | +1,777 | +1.3% | |
| 16 | VOO | 1.01% | 10,740 | $7M | $613.02 | $414K | -121 | -1.1% | |
| 17 | SPDW | 0.98% | 149,428 | $6M | $42.79 | $343K | -7 | — | |
| 18 | GOOGL | 0.96% | 25,844 | $6M | $243.23 | $2M | +56 | +0.2% | |
| 19 | SCHD | 0.89% | 212,147 | $6M | $27.30 | $232K | +2,352 | +1.1% | |
| 20 | IVV | 0.75% | 7,284 | $5M | $670.31 | $344K | -24 | -0.3% | |
| 21 | JPST | 0.73% | 93,578 | $5M | $50.73 | -$137K | -2,804 | -2.9% | |
| 22 | GOOG | 0.71% | 18,886 | $5M | $243.59 | $1M | -87 | -0.5% | |
| 23 | DXJ | 0.67% | 34,307 | $4M | $128.03 | $488K | +141 | +0.4% | |
| 24 | HEDJ | 0.67% | 86,321 | $4M | $50.40 | $230K | +684 | +0.8% | |
| 25 | MTGP | 0.66% | 96,284 | $4M | $44.55 | $32K | +415 | +0.4% | |
| 26 | BRK-B | 0.63% | 8,199 | $4M | $502.74 | $145K | +13 | +0.2% | |
| 27 | VGT | 0.59% | 5,166 | $4M | $748.67 | $465K | +36 | +0.7% | |
| 28 | LCOW | 0.59% | 165,799 | $4M | $23.28 | $409K | +7,369 | +4.7% | |
| 29 | XSOE | 0.58% | 100,338 | $4M | $37.94 | $354K | +188 | +0.2% | |
| 30 | VTV | 0.55% | 19,070 | $4M | $186.59 | $170K | -99 | -0.5% | |
| 31 | IGLD | 0.54% | 148,201 | $4M | $23.94 | $473K | +6,545 | +4.6% | |
| 32 | IJH | 0.51% | 51,198 | $3M | $65.26 | $169K | +52 | +0.1% | |
| 33 | NFLX | 0.50% | 2,706 | $3M | $1,198.92 | -$402K | -17 | -0.6% | |
| 34 | HYTI | 0.49% | 158,709 | $3M | $19.99 | $3M | +127,089 | +401.9% | |
| 35 | COST | 0.48% | 3,380 | $3M | $927.92 | -$170K | +40 | +1.2% | |
| 36 | GLD | 0.48% | 8,745 | $3M | $355.47 | $472K | +95 | +1.1% | |
| 37 | AMD | 0.48% | 19,173 | $3M | $161.79 | $514K | +934 | +5.1% | |
| 38 | TLH | 0.45% | 28,777 | $3M | $102.99 | $67K | +270 | +0.9% | |
| 39 | ICOW | 0.44% | 78,922 | $3M | $36.42 | $194K | +149 | +0.2% | |
| 40 | DFII | 0.44% | 118,200 | $3M | $24.10 | $2M | +73,403 | +163.9% | |
| 41 | GCOW | 0.44% | 71,779 | $3M | $39.62 | $238K | +3,148 | +4.6% | |
| 42 | FTSM | 0.41% | 44,983 | $3M | $59.92 | -$2M | -34,880 | -43.7% | |
| 43 | TSLA | 0.40% | 5,909 | $3M | $444.72 | $557K | -611 | -9.4% | |
| 44 | BX | 0.38% | 14,608 | $2M | $171.06 | $311K | -20 | -0.1% | |
| 45 | VOT | 0.38% | 8,481 | $2M | $293.79 | $80K | — | — | |
| 46 | SPYM | 0.37% | 31,170 | $2M | $78.39 | $711K | +7,336 | +30.8% | |
| 47 | SIGI | 0.37% | 29,805 | $2M | $81.07 | -$166K | — | — | |
| 48 | EES | 0.34% | 40,241 | $2M | $55.87 | $204K | +123 | +0.3% | |
| 49 | META | 0.34% | 3,052 | $2M | $734.89 | $66K | +103 | +3.5% | |
| 50 | IVE | 0.34% | 10,761 | $2M | $206.54 | $106K | -70 | -0.7% | |
| 51 | VBK | 0.34% | 7,380 | $2M | $297.62 | $132K | -73 | -1.0% | |
| 52 | FSIG | 0.31% | 105,361 | $2M | $19.21 | -$629K | -33,378 | -24.1% | |
| 53 | PANW | 0.31% | 9,931 | $2M | $203.62 | $10K | +98 | +1.0% | |
| 54 | WFC | 0.31% | 24,111 | $2M | $83.82 | $90K | +13 | +0.1% | |
| 55 | JNJ | 0.30% | 10,625 | $2M | $185.47 | $274K | -483 | -4.3% | |
| 56 | INTC | 0.30% | 58,521 | $2M | $33.55 | $659K | +275 | +0.5% | |
| 57 | EPI | 0.30% | 43,663 | $2M | $44.20 | -$133K | +200 | +0.5% | |
| 58 | PLTR | 0.29% | 10,539 | $2M | $182.42 | $547K | +448 | +4.4% | |
| 59 | QHY | 0.29% | 41,224 | $2M | $46.55 | $55K | +801 | +2.0% | |
| 60 | AXP | 0.29% | 5,708 | $2M | $332.16 | $82K | +22 | +0.4% | |
| 61 | MRK | 0.28% | 21,660 | $2M | $83.96 | -$3K | -1,347 | -5.8% | |
| 62 | DGRO | 0.27% | 26,184 | $2M | $68.11 | $126K | +258 | +1.0% | |
| 63 | VOE | 0.27% | 9,985 | $2M | $174.59 | $101K | — | — | |
| 64 | VIG | 0.27% | 8,051 | $2M | $215.94 | $77K | -69 | -0.8% | |
| 65 | SPIB | 0.26% | 49,682 | $2M | $33.89 | $38K | +668 | +1.4% | |
| 66 | IVW | 0.26% | 13,931 | $2M | $120.73 | $21K | -1,155 | -7.7% | |
| 67 | JPM | 0.24% | 4,924 | $2M | $315.62 | $105K | -75 | -1.5% | |
| 68 | WMT | 0.24% | 14,953 | $2M | $103.13 | -$87K | -1,710 | -10.3% | |
| 69 | PHYS | 0.23% | 50,924 | $2M | $29.62 | $141K | -3,020 | -5.6% | |
| 70 | AGZ | 0.23% | 13,405 | $1M | $110.37 | $56K | +428 | +3.3% | |
| 71 | IBM | 0.23% | 5,212 | $1M | $282.26 | -$97K | -108 | -2.0% | |
| 72 | MGK | 0.22% | 3,595 | $1M | $402.96 | $131K | -3 | -0.1% | |
| 73 | PEG | 0.22% | 17,011 | $1M | $83.46 | -$12K | — | — | |
| 74 | PAVE | 0.22% | 29,457 | $1M | $47.66 | $152K | +718 | +2.5% | |
| 75 | HD | 0.21% | 3,424 | $1M | $405.70 | $127K | -19 | -0.6% | |
| 76 | SPTM | 0.21% | 16,670 | $1M | $80.68 | $61K | -467 | -2.7% | |
| 77 | ONEO | 0.20% | 10,324 | $1M | $128.77 | $50K | -43 | -0.4% | |
| 78 | LQTI | 0.20% | 63,112 | $1M | $20.41 | $763K | +37,293 | +144.4% | |
| 79 | PG | 0.20% | 8,335 | $1M | $153.68 | -$129K | -515 | -5.8% | |
| 80 | RSP | 0.19% | 6,586 | $1M | $189.89 | $70K | +89 | +1.4% | |
| 81 | IWF | 0.19% | 2,638 | $1M | $468.67 | $88K | -67 | -2.5% | |
| 82 | IBND | 0.19% | 38,246 | $1M | $32.29 | -$42K | -925 | -2.4% | |
| 83 | FALN | 0.19% | 44,432 | $1M | $27.78 | $32K | +129 | +0.3% | |
| 84 | VBR | 0.19% | 5,836 | $1M | $208.75 | $79K | -5 | -0.1% | |
| 85 | SPYD | 0.19% | 27,591 | $1M | $44.00 | $99K | +1,317 | +5.0% | |
| 86 | VOOG | 0.18% | 2,690 | $1M | $435.64 | $105K | -1 | -0.0% | |
| 87 | RDVI | 0.18% | 44,480 | $1M | $25.85 | $53K | +86 | +0.2% | |
| 88 | LLY | 0.17% | 1,493 | $1M | $764.36 | $180K | +259 | +21.0% | |
| 89 | XONA.DE | 0.17% | 9,975 | $1M | $112.80 | $163K | +1,050 | +11.8% | |
| 90 | BAC | 0.17% | 21,755 | $1M | $51.60 | $95K | +46 | +0.2% | |
| 91 | SMLV | 0.17% | 8,550 | $1M | $129.74 | $48K | +70 | +0.8% | |
| 92 | QTUM | 0.17% | 10,392 | $1M | $105.04 | $246K | +1,182 | +12.8% | |
| 93 | CEG | 0.16% | 3,255 | $1M | $329.12 | $43K | +70 | +2.2% | |
| 94 | SPTI | 0.16% | 37,063 | $1M | $28.90 | -$7K | -428 | -1.1% | |
| 95 | CWH | 0.16% | 66,804 | $1M | $15.79 | -$146K | -3,059 | -4.4% | |
| 96 | IBIT | 0.16% | 15,879 | $1M | $65.00 | $172K | +1,821 | +12.9% | |
| 97 | ECOW | 0.16% | 41,766 | $1M | $24.44 | $139K | +1,825 | +4.6% | |
| 98 | BBIN | 0.16% | 14,546 | $1M | $70.13 | $25K | -189 | -1.3% | |
| 99 | RTX | 0.14% | 5,597 | $937K | $167.41 | $121K | +8 | +0.1% | |
| 100 | VEU | 0.14% | 13,110 | $936K | $71.38 | $55K | -1 | -0.0% |
Options Breakdown
0 Calls
$0 Call Value
10 Puts
$2M Put Value