Asset Manager
← All Institutions
Insight Advisors, LLC/ PA
Market Value
$570M
-12.1%
Holdings
299
+8
New Purchases
16
Added To
110
Closed
19
Reduced
131
Top 10 Concentration
44.3%
Turnover
11.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DDWM | 1.42% | 0.00% | +1.42% | $8M |
| BOXX | 6.41% | 5.56% | +0.86% | $37M |
| AAPL | 3.90% | 3.28% | +0.62% | $22M |
| SPY | 4.08% | 3.49% | +0.59% | $23M |
| GOOGL | 1.40% | 0.97% | +0.43% | $8M |
| QGRW | 2.83% | 2.43% | +0.39% | $16M |
| NVDA | 4.20% | 3.83% | +0.37% | $24M |
| AVGO | 2.11% | 1.77% | +0.34% | $12M |
| DGRW | 2.74% | 2.43% | +0.31% | $16M |
| AMZN | 1.89% | 1.59% | +0.29% | $11M |
| JMST | 1.32% | 1.06% | +0.26% | $8M |
| WTV | 1.42% | 1.17% | +0.25% | $8M |
| AMD | 0.72% | 0.48% | +0.24% | $4M |
| QQQ | 1.35% | 1.12% | +0.23% | $8M |
| AGGY | 1.58% | 1.36% | +0.22% | $9M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CAOS | 14.56% | 26.47% | -11.91% | $83M |
| DXJ | 0.00% | 0.68% | -0.68% | $0 |
| HEDJ | 0.11% | 0.67% | -0.56% | $631K |
| CWH | 0.05% | 0.16% | -0.11% | $285K |
| NFLX | 0.40% | 0.50% | -0.10% | $2M |
| GNOM | 0.00% | 0.09% | -0.09% | $0 |
| MSTR | 0.00% | 0.05% | -0.05% | $0 |
| GLXY | 0.00% | 0.04% | -0.04% | $0 |
| BSV | 0.00% | 0.04% | -0.04% | $0 |
| ENVX | 0.03% | 0.06% | -0.04% | $154K |
| OXY | 0.00% | 0.04% | -0.04% | $0 |
| OKLO | 0.00% | 0.04% | -0.04% | $0 |
| DIVO | 0.00% | 0.04% | -0.04% | $0 |
| T | 0.00% | 0.04% | -0.04% | $0 |
| YNDX | 0.00% | 0.04% | -0.04% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 57 | $199M | 34.8% |
| Large Cap | 134 | $160M | 28.1% |
| Mid Cap | 45 | $62M | 10.9% |
| Small Cap | 38 | $125M | 22.0% |
| Micro Cap | 25 | $24M | 4.2% |
Portfolio Analytics
Avg Market Cap
$216.8B
Median Market Cap
$32.9B
Avg P/E
32.7
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
128
# ETFs / Funds
171
Top Holdings (299 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAOS | 14.56% | 924,825 | $83M | $89.78 | -$89M | -993,762 | -51.8% | |
| 2 | BOXX | 6.41% | 317,775 | $37M | $115.10 | $509K | +1,053 | +0.3% | |
| 3 | NVDA | 4.20% | 128,428 | $24M | $186.51 | -$879K | -4,650 | -3.5% | |
| 4 | SPY | 4.08% | 34,098 | $23M | $681.90 | $617K | +139 | +0.4% | |
| 5 | AAPL | 3.90% | 81,766 | $22M | $271.87 | $966K | -1,719 | -2.1% | |
| 6 | QGRW | 2.83% | 275,021 | $16M | $58.67 | $334K | -451 | -0.2% | |
| 7 | DGRW | 2.74% | 174,485 | $16M | $89.43 | -$158K | -2,698 | -1.5% | |
| 8 | AVGO | 2.11% | 34,734 | $12M | $346.12 | $548K | -32 | -0.1% | |
| 9 | AMZN | 1.89% | 46,582 | $11M | $230.82 | $414K | -500 | -1.1% | |
| 10 | AGGY | 1.58% | 204,837 | $9M | $44.05 | $214K | +5,850 | +2.9% | |
| 11 | MSFT | 1.51% | 17,752 | $9M | $483.63 | -$623K | -2 | -0.0% | |
| 12 | DDWM | 1.42% | 185,854 | $8M | $43.54 | — | +185,854 | — | NEW |
| 13 | WTV | 1.42% | 86,556 | $8M | $93.30 | $487K | +3,175 | +3.8% | |
| 14 | GOOGL | 1.40% | 25,511 | $8M | $313.00 | $2M | -333 | -1.3% | |
| 15 | QQQ | 1.35% | 12,513 | $8M | $614.72 | $447K | +471 | +3.9% | |
| 16 | JMST | 1.32% | 147,604 | $8M | $50.94 | $648K | +12,984 | +9.6% | |
| 17 | VUG | 1.23% | 14,335 | $7M | $487.91 | $112K | -11 | -0.1% | |
| 18 | VOO | 1.19% | 10,832 | $7M | $627.21 | $210K | +92 | +0.9% | |
| 19 | SPDW | 1.17% | 150,719 | $7M | $44.41 | $299K | +1,291 | +0.9% | |
| 20 | SCHD | 1.01% | 209,513 | $6M | $27.43 | -$45K | -2,634 | -1.2% | |
| 21 | GOOG | 0.88% | 16,006 | $5M | $313.81 | $422K | -2,880 | -15.2% | |
| 22 | IVV | 0.86% | 7,199 | $5M | $685.09 | $49K | -85 | -1.2% | |
| 23 | JPST | 0.79% | 89,473 | $5M | $50.59 | -$221K | -4,105 | -4.4% | |
| 24 | MTGP | 0.76% | 97,196 | $4M | $44.55 | $40K | +912 | +0.9% | |
| 25 | IJH | 0.74% | 63,850 | $4M | $66.00 | $873K | +12,652 | +24.7% | |
| 26 | AMD | 0.72% | 19,243 | $4M | $214.16 | $1M | +70 | +0.4% | |
| 27 | BRK-B | 0.72% | 8,142 | $4M | $502.65 | -$29K | -57 | -0.7% | |
| 28 | IGLD | 0.71% | 162,555 | $4M | $25.01 | $517K | +14,354 | +9.7% | |
| 29 | GLD | 0.69% | 9,879 | $4M | $396.31 | $807K | +1,134 | +13.0% | |
| 30 | XSOE | 0.68% | 99,595 | $4M | $39.02 | $79K | -743 | -0.7% | |
| 31 | VGT | 0.67% | 5,102 | $4M | $754.10 | -$20K | -64 | -1.2% | |
| 32 | HYTI | 0.66% | 190,811 | $4M | $19.79 | $602K | +32,102 | +20.2% | |
| 33 | VTV | 0.64% | 19,070 | $4M | $190.99 | $84K | — | — | |
| 34 | SPLG | 0.59% | 41,710 | $3M | $80.23 | $903K | +10,540 | +33.8% | |
| 35 | EES | 0.54% | 54,192 | $3M | $56.93 | $837K | +13,951 | +34.7% | |
| 36 | GCOW | 0.54% | 74,732 | $3M | $41.22 | $237K | +2,953 | +4.1% | |
| 37 | ICOW | 0.54% | 79,058 | $3M | $38.68 | $184K | +136 | +0.2% | |
| 38 | COST | 0.49% | 3,249 | $3M | $862.55 | -$334K | -131 | -3.9% | |
| 39 | TLH | 0.47% | 26,506 | $3M | $101.67 | -$269K | -2,271 | -7.9% | |
| 40 | TSLA | 0.45% | 5,647 | $3M | $449.72 | -$88K | -262 | -4.4% | |
| 41 | SIGI | 0.44% | 29,805 | $2M | $83.67 | $77K | — | — | |
| 42 | DFII | 0.42% | 134,364 | $2M | $17.85 | -$450K | +16,164 | +13.7% | |
| 43 | VOT | 0.41% | 8,380 | $2M | $279.15 | -$152K | -101 | -1.2% | |
| 44 | BX | 0.40% | 14,841 | $2M | $154.12 | -$212K | +233 | +1.6% | |
| 45 | NFLX | 0.40% | 24,154 | $2M | $93.76 | -$980K | +21,448 | +792.6% | |
| 46 | WFC | 0.40% | 24,259 | $2M | $93.20 | $240K | +148 | +0.6% | |
| 47 | FTSM | 0.40% | 37,650 | $2M | $59.93 | -$439K | -7,333 | -16.3% | |
| 48 | VBK | 0.39% | 7,370 | $2M | $302.11 | $30K | -10 | -0.1% | |
| 49 | IVE | 0.38% | 10,148 | $2M | $212.07 | -$70K | -613 | -5.7% | |
| 50 | MRK | 0.38% | 20,324 | $2M | $105.26 | $321K | -1,336 | -6.2% | |
| 51 | INTC | 0.37% | 56,955 | $2M | $36.90 | $138K | -1,566 | -2.7% | |
| 52 | QHY | 0.37% | 45,215 | $2M | $46.44 | $181K | +3,991 | +9.7% | |
| 53 | LQTI | 0.37% | 103,711 | $2M | $20.12 | $799K | +40,599 | +64.3% | |
| 54 | JNJ | 0.36% | 10,047 | $2M | $206.95 | $109K | -578 | -5.4% | |
| 55 | EPI | 0.36% | 44,844 | $2M | $46.29 | $146K | +1,181 | +2.7% | |
| 56 | AXP | 0.36% | 5,590 | $2M | $369.97 | $172K | -118 | -2.1% | |
| 57 | META | 0.34% | 2,952 | $2M | $660.68 | -$293K | -100 | -3.3% | |
| 58 | PLTR | 0.33% | 10,452 | $2M | $177.75 | -$65K | -87 | -0.8% | |
| 59 | PANW | 0.32% | 9,926 | $2M | $184.20 | -$194K | -5 | -0.1% | |
| 60 | VOE | 0.31% | 9,876 | $2M | $177.37 | $8K | -109 | -1.1% | |
| 61 | SPIB | 0.30% | 51,280 | $2M | $33.81 | $50K | +1,598 | +3.2% | |
| 62 | DGRO | 0.30% | 24,920 | $2M | $69.43 | -$53K | -1,264 | -4.8% | |
| 63 | IVW | 0.30% | 13,821 | $2M | $123.26 | $22K | -110 | -0.8% | |
| 64 | VIG | 0.30% | 7,679 | $2M | $219.83 | -$51K | -372 | -4.6% | |
| 65 | LLY | 0.29% | 1,524 | $2M | $1,075.35 | $498K | +31 | +2.1% | |
| 66 | FSIG | 0.29% | 85,348 | $2M | $19.19 | -$386K | -20,013 | -19.0% | |
| 67 | WMT | 0.28% | 14,511 | $2M | $111.42 | $75K | -442 | -3.0% | |
| 68 | PHYS | 0.28% | 48,884 | $2M | $33.02 | $106K | -2,040 | -4.0% | |
| 69 | JPM | 0.28% | 4,946 | $2M | $322.30 | $40K | +22 | +0.5% | |
| 70 | IBM | 0.27% | 5,255 | $2M | $296.26 | $86K | +43 | +0.8% | |
| 71 | AGZ | 0.26% | 13,442 | $1M | $110.25 | $2K | +37 | +0.3% | |
| 72 | PAVE | 0.25% | 29,669 | $1M | $47.79 | $14K | +212 | +0.7% | |
| 73 | SPTM | 0.24% | 16,568 | $1M | $82.50 | $22K | -102 | -0.6% | |
| 74 | PEG | 0.24% | 17,013 | $1M | $80.30 | -$54K | +2 | +0.0% | |
| 75 | MGK | 0.24% | 3,300 | $1M | $413.08 | -$85K | -295 | -8.2% | |
| 76 | ONEO | 0.23% | 10,319 | $1M | $129.40 | $6K | -5 | -0.1% | |
| 77 | RSP | 0.22% | 6,592 | $1M | $191.56 | $12K | +6 | +0.1% | |
| 78 | IWF | 0.22% | 2,641 | $1M | $473.29 | $14K | +3 | +0.1% | |
| 79 | FALN | 0.22% | 45,235 | $1M | $27.30 | $603 | +803 | +1.8% | |
| 80 | VBR | 0.22% | 5,818 | $1M | $211.78 | $14K | -18 | -0.3% | |
| 81 | SPYD | 0.21% | 28,291 | $1M | $43.25 | $10K | +700 | +2.5% | |
| 82 | BAC | 0.21% | 21,825 | $1M | $55.00 | $78K | +70 | +0.3% | |
| 83 | IBND | 0.21% | 37,003 | $1M | $32.11 | -$47K | -1,243 | -3.2% | |
| 84 | CEG | 0.20% | 3,302 | $1M | $353.26 | $95K | +47 | +1.4% | |
| 85 | PG | 0.20% | 8,132 | $1M | $143.33 | -$115K | -203 | -2.4% | |
| 86 | XOM | 0.20% | 9,442 | $1M | $120.36 | $11K | -533 | -5.3% | |
| 87 | SMLV | 0.20% | 8,659 | $1M | $131.13 | $26K | +109 | +1.3% | |
| 88 | HD | 0.20% | 3,271 | $1M | $344.29 | -$263K | -153 | -4.5% | |
| 89 | QTUM | 0.19% | 10,091 | $1M | $109.69 | $15K | -301 | -2.9% | |
| 90 | RDVI | 0.19% | 42,144 | $1M | $26.24 | -$44K | -2,336 | -5.2% | |
| 91 | VOOG | 0.19% | 2,467 | $1M | $444.61 | -$75K | -223 | -8.3% | |
| 92 | SLV | 0.19% | 16,936 | $1M | $64.42 | $336K | -895 | -5.0% | |
| 93 | SPTI | 0.19% | 37,191 | $1M | $28.84 | $1K | +128 | +0.3% | |
| 94 | ECOW | 0.19% | 43,911 | $1M | $24.40 | $51K | +2,145 | +5.1% | |
| 95 | RTX | 0.19% | 5,803 | $1M | $183.42 | $127K | +206 | +3.7% | |
| 96 | BBIN | 0.18% | 14,470 | $1M | $72.32 | $26K | -76 | -0.5% | |
| 97 | IWM | 0.18% | 4,066 | $1M | $246.17 | $181K | +680 | +20.1% | |
| 98 | VEU | 0.17% | 13,255 | $975K | $73.56 | $39K | +145 | +1.1% | |
| 99 | IJR | 0.17% | 7,913 | $951K | $120.22 | $49K | +321 | +4.2% | |
| 100 | VYM | 0.16% | 6,321 | $907K | $143.52 | $17K | +4 | +0.1% |
Options Breakdown
0 Calls
$0 Call Value
5 Puts
$748K Put Value