Insight Advisors, LLC/ PA
CIK: 0001844880SEC EDGAR →
Portfolio Value
$660.7B
Holdings
282
As of
Q4 2025
New Positions
13
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 945,841 | $85.5B | 12.95% |
| 2 | EA SERIES TRUST | 924,825 | $83.0B | 12.57% |
| 3 | EA SERIES TRUST | 317,775 | $36.6B | 5.54% |
| 4 | NVIDIA CORPORATION | 128,428 | $24.0B | 3.63% |
| 5 | SPDR S&P 500 ETF TR | 34,098 | $23.3B | 3.52% |
| 6 | APPLE INC | 81,766 | $22.2B | 3.36% |
| 7 | WISDOMTREE TR | 275,021 | $16.1B | 2.44% |
| 8 | WISDOMTREE TR | 174,485 | $15.6B | 2.36% |
| 9 | BROADCOM INC | 34,734 | $12.0B | 1.82% |
| 10 | AMAZON COM INC | 46,582 | $10.8B | 1.63% |
Quarterly Changes
New Positions (20)
$85.5B · 946K shares
$22.2B · 82K shares
$8.1B · 186K shares
$2.1B · 20K shares
$800.0M · 29K shares
$615.0M · 2K shares
$498.0M · 22K shares
$421.0M · 15K shares
$398.0M · 6K shares
$380.0M · 3K shares
$346.0M · 4K shares
$312.0M · 10K shares
$232.0M · 3K shares
$232.0M · 401 shares
$212.0M · 4K shares
$203.0M · 31K shares
$202.0M · 3K shares
$201.0M · 5K shares
$200.0M · 2K shares
$73.0M · 12K shares
Closed Positions (23)
$21.4B · 84K shares
$4.4B · 34K shares
$1.9B · 23K shares
$911.0M · 3K shares
$579.1M · 15K shares
$497.9M · 21K shares
$312.5M · 970 shares
$283.4M · 8K shares
$261.2M · 3K shares
$238.0M · 5K shares
$234.8M · 2K shares
$231.5M · 5K shares
$231.2M · 8K shares
$229.9M · 2K shares
$229.0M · 6K shares
$217.3M · 8K shares
$209.6M · 8K shares
$209.6M · 1K shares
$209.2M · 2K shares
$206.2M · 425 shares
$200.3M · 694 shares
$196.2M · 13K shares
$122.0M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 165 | $392.0B | 59.3% |
| Unknown | 18 | $113.7B | 17.2% |
| Technology | 28 | $86.8B | 13.1% |
| Consumer Cyclical | 14 | $18.5B | 2.8% |
| Communication Services | 5 | $17.5B | 2.6% |
| Healthcare | 10 | $8.3B | 1.3% |
| Consumer Defensive | 10 | $8.3B | 1.3% |
| Industrials | 18 | $8.0B | 1.2% |
| Utilities | 7 | $4.3B | 0.6% |
| Basic Materials | 4 | $1.6B | 0.2% |
| Energy | 2 | $1.4B | 0.2% |
| Real Estate | 1 | $216.0M | 0.0% |