Latest Insight Advisors, LLC/ PA Stock Portfolio

Insight Advisors, LLC/ PA Performance:

2025 Q2: 3.82%YTD: 0.41%2024: 8.72%

Performance for 2025 Q2 is 3.82%, and YTD is 0.41%, and 2024 is 8.72%.

About Insight Advisors, LLC/ PA and 13F Hedge Fund Stock Holdings

Insight Advisors, LLC/ PA is a hedge fund based in NEWTOWN, PA. On 03-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $574 Millions. In it's latest 13F Holdings report, Insight Advisors, LLC/ PA reported an equity portfolio of $623.7 Millions as of 30 Jun, 2025.

The top stock holdings of Insight Advisors, LLC/ PA are BOB, BOB, NVDA. The fund has invested 27.9% of it's portfolio in EA SERIES TRUST and 5.9% of portfolio in EA SERIES TRUST.

The fund managers got completely rid off WISDOMTREE TR (DWMF), WISDOMTREE TR (AGZD) and ARK ETF TR (ARKF) stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), PACER FDS TR (AFTY) and WISDOMTREE TR (DWMF). Insight Advisors, LLC/ PA opened new stock positions in WISDOMTREE TR (JAMF), PACER FDS TR (AFTY) and FIRST TR EXCHANGE-TRADED FD (BGLD). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), ISHARES TR (IJR) and SPDR GOLD TR (GLD).

Insight Advisors, LLC/ PA Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Advisors, LLC/ PA made a return of 3.82% in the last quarter. In trailing 12 months, it's portfolio return was 3.3%.

New Buys

Ticker	$ Bought
wisdomtree tr	4,120,850
pacer fds tr	3,450,600
pacer fds tr	2,605,920
first tr exchange-traded fd	1,070,380
pacer fds tr	881,897
amplify etf tr	752,481
first tr exchange-traded fd	634,281
first tr exchange-traded fd	524,735

New stocks bought by Insight Advisors, LLC/ PA

Additions

Ticker	% Inc.
oreilly automotive inc	1,430
ishares tr	307
spdr gold tr	261
wisdomtree tr	126
wisdomtree tr	91.02
wisdomtree tr	60.45
global x fds	47.87
goldman sachs group inc	40.78

Additions to existing portfolio by Insight Advisors, LLC/ PA

Reductions

Ticker	% Reduced
wisdomtree tr	-93.81
pacer fds tr	-84.95
pacer fds tr	-76.09
wisdomtree tr	-66.64
univest financial corporatio	-50.00
vaneck etf trust	-42.28
vanguard whitehall fds	-38.96
wisdomtree tr	-35.55

Insight Advisors, LLC/ PA reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree tr	-4,740,500
wisdomtree tr	-1,215,670
wimi hologram cloud inc	-20,230
global x fds	-396,503
ark etf tr	-404,940
banco santander s.a.	-72,785
neuberger berman etf trust	-259,620
spdr ser tr	-234,044

Insight Advisors, LLC/ PA got rid off the above stocks

Sector Distribution

Insight Advisors, LLC/ PA has about 70% of it's holdings in Others sector.

Sector	%
Others	70
Technology	16.9
Consumer Cyclical	3
Financial Services	2.5
Communication Services	2.4
Consumer Defensive	1.6
Industrials	1.2
Healthcare	1.2

Market Cap. Distribution

Insight Advisors, LLC/ PA has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.9
MEGA-CAP	17.1
LARGE-CAP	6.2
MID-CAP	6.2

Stocks belong to which Index?

About 29.1% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71
S&P 500	22.6
RUSSELL 2000	6.5

Top 5 Winners (%)		%
AMPS	ishares tr	762.3 %
PCT	purecycle technologies inc	88.7 %
AVGO	broadcom inc	63.8 %
CEG	constellation energy corp	59.7 %
ORCL	oracle corp	56.4 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	7.3 M
AVGO	broadcom inc	3.7 M
MSFT	microsoft corp	2.2 M
AMPS	ishares tr	2.0 M
SPY	spdr s&p 500 etf tr	1.9 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
CODI	compass diversified	-63.2 %
UNH	unitedhealth group inc	-40.4 %
BMY	bristol-myers squibb co	-24.1 %
RH	rh	-19.4 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-3.6 M
AAPL	apple inc	-1.6 M
JAMF	wisdomtree tr	-0.6 M
JAMF	wisdomtree tr	-0.6 M
MRK	merck & co inc	-0.2 M

Insight Advisors, LLC/ PA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA has 280 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Insight Advisors, LLC/ PA last quarter.

Last Reported on: 30 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BOB	ea series trust	27.87	1,957,010	173,861,000	added	0.67
Historical Trend of EA SERIES TRUST Position Held By Insight Advisors, LLC/ PA What % of Portfolio is BOB?: Number of BOB shares held: Change in No. of Shares Held:
	BOB	ea series trust	5.91	327,386	36,890,000	added	24.21

	NVDA	nvidia corporation	3.41	134,479	21,246,400	reduced	-17.94

	SPY	spdr s&p 500 etf tr	3.30	33,346	20,603,100	added	8.2

	AAPL	apple inc	2.85	86,734	17,795,200	reduced	-7.95

	JAMF	wisdomtree tr	2.36	175,923	14,731,800	added	30.27

	DWMF	wisdomtree tr	2.32	275,552	14,480,300	added	19.05

	AMZN	amazon com inc	1.66	47,078	10,328,400	reduced	-3.36

	AVGO	broadcom inc	1.54	34,842	9,604,150	added	1.4

	MSFT	microsoft corp	1.42	17,798	8,852,990	reduced	-5.15

	JAMF	wisdomtree tr	1.39	198,118	8,643,890	reduced	-4.57

	AGZD	wisdomtree tr	1.15	83,036	7,174,310	added	91.02

	BBAX	j p morgan exchange traded f	1.08	132,843	6,764,370	added	16.21

	QQQ	invesco qqq tr	1.07	12,141	6,697,410	reduced	-0.41

	VB	vanguard index fds	1.01	14,402	6,314,050	reduced	-1.2

	VB	vanguard index fds	0.99	10,861	6,169,610	added	6.38

	CWI	spdr index shs fds	0.97	149,435	6,050,620	reduced	-15.39

	FNDA	schwab strategic tr	0.89	209,795	5,559,560	added	8.03

	BBAX	j p morgan exchange traded f	0.78	96,382	4,884,640	added	25.39

	FCVT	first tr exchange-traded fd	0.77	79,863	4,781,300	reduced	-9.32