Latest Insight Advisors, LLC/ PA Stock Portfolio
Insight Advisors, LLC/ PA Performance:
2025 Q3: 3.72%YTD: 4.99%2024: 9.1%
Performance for 2025 Q3 is 3.72%, and YTD is 4.99%, and 2024 is 9.1%.
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 $654.6 Millions as of 30 Sep, 2025.
The top stock holdings of Insight Advisors, LLC/ PA are BOB, BOB, NVDA. The fund has invested 26.2% of it's portfolio in EA SERIES TRUST and 5.5% of portfolio in EA SERIES TRUST.
The fund managers got completely rid off GLOBAL X FDS (AGNG), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (FCVT), LAM RESEARCH CORP (LRCX) and ARK ETF TR (ARKF). Insight Advisors, LLC/ PA opened new stock positions in GLOBAL X FDS (BITS), FIRST TR EXCHANGE TRADED FD (GRID) and ISHARES ETHEREUM TR. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (ECLN), FIRST TR EXCHANGE-TRADED FD (BGLD) and NOVO-NORDISK A S.
The top stock holdings of Insight Advisors, LLC/ PA are BOB, BOB, NVDA. The fund has invested 26.2% of it's portfolio in EA SERIES TRUST and 5.5% of portfolio in EA SERIES TRUST.
The fund managers got completely rid off GLOBAL X FDS (AGNG), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (FCVT), LAM RESEARCH CORP (LRCX) and ARK ETF TR (ARKF). Insight Advisors, LLC/ PA opened new stock positions in GLOBAL X FDS (BITS), FIRST TR EXCHANGE TRADED FD (GRID) and ISHARES ETHEREUM TR. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (ECLN), FIRST TR EXCHANGE-TRADED FD (BGLD) and NOVO-NORDISK A S.
Insight Advisors, LLC/ PA Annual Return Estimates Vs S&P 500
Our best estimate is that Insight Advisors, LLC/ PA made a return of 3.72% in the last quarter. In trailing 12 months, it's portfolio return was 6.65%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 579,110 |
| first tr exchange traded fd | 348,418 |
| ishares ethereum tr | 291,373 |
| galaxy digital inc. | 283,395 |
| newmont corp | 272,546 |
| etf opportunities trust | 269,735 |
| ishares tr | 240,511 |
| oklo inc | 234,758 |
New stocks bought by Insight Advisors, LLC/ PA
Reductions
| Ticker | % Reduced |
|---|---|
| first tr exchange-traded fd | -43.67 |
| lam research corp | -42.07 |
| ark etf tr | -34.84 |
| vanguard whitehall fds | -33.47 |
| select sector spdr tr | -33.24 |
| vanguard intl equity index f | -27.54 |
| first tr exchange-traded fd | -24.06 |
| first tr exchange-traded fd | -22.98 |
Insight Advisors, LLC/ PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| global x fds | -503,060 |
| playboy inc | -38,402 |
| purecycle technologies inc | -210,117 |
| simplify exchange traded fun | -397,048 |
| first tr exchange-traded fd | -216,992 |
| bristol-myers squibb co | -212,553 |
| ishares tr | -277,501 |
| vanguard index fds | -214,545 |
Insight Advisors, LLC/ PA got rid off the above stocks
Sector Distribution
Insight Advisors, LLC/ PA has about 68.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.7 |
| Technology | 18 |
| Consumer Cyclical | 2.9 |
| Communication Services | 2.7 |
| Financial Services | 2.4 |
| Consumer Defensive | 1.4 |
| Healthcare | 1.3 |
| Industrials | 1.2 |
Market Cap. Distribution
Insight Advisors, LLC/ PA has about 24.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.6 |
| MEGA-CAP | 18.4 |
| LARGE-CAP | 6.3 |
| MID-CAP | 6.2 |
Stocks belong to which Index?
About 30.3% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.8 |
| S&P 500 | 23.9 |
| RUSSELL 2000 | 6.4 |
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 284 stocks in it's portfolio. About 51.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Insight Advisors, LLC/ PA last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.25 | 83,485 | 21,263,800 | reduced | -3.75 | ||
| AAXJ | ishares tr | 0.45 | 28,777 | 2,963,760 | added | 0.95 | ||
| AAXJ | ishares tr | 0.23 | 13,405 | 1,479,510 | added | 3.3 | ||
| AAXJ | ishares tr | 0.10 | 10,662 | 626,067 | reduced | -0.09 | ||
| AAXJ | ishares tr | 0.07 | 2,359 | 494,063 | added | 0.13 | ||
| AAXJ | ishares tr | 0.07 | 4,564 | 434,481 | added | 1.15 | ||
| AAXJ | ishares tr | 0.06 | 3,939 | 419,558 | added | 6.81 | ||
| ABBV | abbvie inc | 0.08 | 2,358 | 546,188 | reduced | -3.48 | ||
| ABC | cencora inc | 0.04 | 915 | 285,966 | reduced | -10.73 | ||
| ABT | abbott labs | 0.05 | 2,326 | 311,983 | reduced | -4.4 | ||
| ACIO | etf ser solutions | 0.17 | 10,392 | 1,091,560 | added | 12.83 | ||
| ACN | accenture plc ireland | 0.05 | 1,341 | 330,774 | reduced | -3.87 | ||
| ACVF | etf opportunities trust | 0.03 | 8,171 | 217,267 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.27 | 26,184 | 1,783,400 | added | 1.00 | ||
| ACWV | ishares inc | 0.04 | 6,010 | 247,673 | added | 0.45 | ||
| AEP | american elec pwr co inc | 0.04 | 2,479 | 278,891 | added | 6.44 | ||
| AFK | vaneck etf trust | 0.12 | 2,396 | 782,803 | added | 3.95 | ||
| AFK | vaneck etf trust | 0.03 | 13,131 | 196,176 | reduced | -7.08 | ||
| AFTY | pacer fds tr | 0.59 | 165,799 | 3,859,800 | added | 4.65 | ||
| AFTY | pacer fds tr | 0.44 | 78,922 | 2,874,340 | added | 0.19 | ||