Insight Advisors, LLC/ PA
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Insight Advisors, LLC/ PA reported 295 stock positions worth $515.1 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 29.2% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 6.2%) and Apple (AAPL, 3.4%). Compared with Q4 2023, it opened 23 new positions, sold out of 12, added to 120 and reduced 114. The biggest buy was a new position in Wisdomtree US Quality Growth (QGRW) and the biggest sale Alpha Architect Tail Risk (CAOS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $515.1M (Q1 2024)
- SEC Filing
- 0001172661-24-002023 ↗ filed May 6, 2024
Holdings Value
Holdings 295 stocks · $515.1M
| CAOS Alpha Architect Tail Risk | 29.19% | 1,783,479 | $150.3M | Reduce -0.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 6.20% | 300,066 | $31.9M | Add +6.6% |
| AAPL Apple Inc. | 3.43% | 102,947 | $17.7M | Reduce -1.8% |
| NVDA Nvidia Corp. | 3.39% | 19,334 | $17.5M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.68% | 47,875 | $8.6M | Add +5.8% |
| MSFT Microsoft Corp. | 1.60% | 19,548 | $8.2M | Add +9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 11,250 | $5.9M | Add +6.9% |
| FTSM First Trust Enh Short Mat FD | 1.10% | 95,159 | $5.7M | Reduce -1.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.08% | 73,195 | $5.6M | Add +21.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 15,667 | $5.4M | Add +0.1% |
| USMF Wisdomtree US Multifactor Fu | 0.96% | 105,775 | $4.9M | Add +30.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.94% | 83,002 | $4.8M | Reduce -15.1% |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 25,604 | $4.7M | Reduce -25.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.89% | 127,229 | $4.6M | Add +111.3% |
| AVGO Broadcom Inc. | 0.86% | 3,337 | $4.4M | Add +16.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.81% | 85,026 | $4.2M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 0.74% | 25,393 | $3.8M | Reduce -10.4% |
| AGGY Wisdomtree Yield Enhanced US | 0.71% | 84,694 | $3.7M | Add +270.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 8,196 | $3.6M | Add +18.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 8,571 | $3.6M | Add +172.2% |
| IVV iShares Core S&P 500 ETF | 0.69% | 6,806 | $3.6M | Add +3.0% |
| SIGI Selective Insurance Group | 0.66% | 31,005 | $3.4M | Reduce -5.9% |
| AMD Advanced Micro Devices | 0.62% | 17,704 | $3.2M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.62% | 19,459 | $3.2M | Add +1.5% |
| EPS Wisdomtree US Large Cap Fund | 0.61% | 56,884 | $3.2M | Reduce -30.4% |
| DON Wisdomtree US Midcap Dividen | 0.60% | 63,344 | $3.1M | Add +36.2% |
| SPIP SS SPDR P Tips ETF | 0.58% | 117,092 | $3.0M | Add +4.5% |
| QGRW Wisdomtree US Quality Growth | 0.57% | 71,711 | $2.9M | New |
| NOBL Proshares S&P 500 Dividend A | 0.54% | 27,625 | $2.8M | Reduce -30.3% |
| TSLA Tesla Inc. | 0.53% | 15,587 | $2.7M | Add +5.8% |
| MRK Merck & Co. Inc. | 0.52% | 20,374 | $2.7M | Add +1.2% |
| IGLD FT Vest Gold Strategy Target | 0.52% | 135,519 | $2.7M | Reduce -25.0% |
| GOOG Alphabet Inc. Class C | 0.51% | 17,211 | $2.6M | Add +170.7% |
| SCHG Schwab US Large-Cap Growth | 0.51% | 28,128 | $2.6M | Reduce -32.9% |
| CWH Camping World Holdings Inc. Class A | 0.50% | 93,271 | $2.6M | Add +4.0% |
| FSIG FT Ltd. Duration Inv Grade | 0.49% | 133,392 | $2.5M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 0.46% | 40,771 | $2.4M | Reduce -8.5% |
| BX Blackstone Inc. | 0.45% | 17,559 | $2.3M | Add +8.6% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 27,309 | $2.2M | Add +149.7% |
| COST Costco Wholesale Corp. | 0.43% | 2,993 | $2.2M | Add +9.4% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 42,981 | $2.2M | Add +34.1% |
| VGT Vanguard Info Tech ETF | 0.40% | 3,904 | $2.0M | Add +1.2% |
| FTLS First Trust Long/Short Eqty | 0.40% | 33,128 | $2.0M | Reduce -32.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.39% | 8,534 | $2.0M | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.39% | 30,836 | $2.0M | Add +10.4% |
| META Meta Platforms Inc. Class A | 0.38% | 4,047 | $2.0M | Add +17.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.38% | 65,898 | $1.9M | Add +20.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.37% | 7,294 | $1.9M | Add +7.4% |
| JNJ Johnson & Johnson | 0.36% | 11,813 | $1.9M | Reduce -2.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 36,340 | $1.8M | Add +322.0% |
| VOO Vanguard S&P 500 ETF | 0.35% | 3,758 | $1.8M | Add +0.6% |
| NFLX Netflix Inc. | 0.35% | 2,964 | $1.8M | Add +5.8% |
| HD Home Depot Inc. | 0.33% | 4,473 | $1.7M | Reduce -3.1% |
| DWMF Wisdomtree International Mul | 0.33% | 63,121 | $1.7M | Add +39.9% |
| BUG Global X Cybersecurity ETF | 0.31% | 54,504 | $1.6M | Reduce -20.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 10,113 | $1.6M | No change |
| PFE Pfizer Inc. | 0.30% | 56,426 | $1.6M | Add +3.8% |
| EES Wisdomtree US Smallcap Fund | 0.30% | 31,126 | $1.6M | Reduce -2.1% |
| AXP American Express Co. | 0.30% | 6,784 | $1.5M | Reduce -0.8% |
| DGS Wisdomtree Em Small Cap | 0.30% | 30,219 | $1.5M | Add +16.6% |
| ADP Automatic Data Processing | 0.28% | 5,860 | $1.5M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.28% | 9,006 | $1.5M | Reduce -7.1% |
| VIGI Vanguard Int Div App Indx FD | 0.28% | 17,904 | $1.5M | Reduce -35.1% |
| FINX Global X Fintech ETF | 0.28% | 51,549 | $1.4M | Reduce -26.9% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 16,588 | $1.4M | Add +0.0% |
| WFC Wells Fargo & Co. | 0.27% | 23,922 | $1.4M | Add +0.3% |
| EDIV State Street SPDR S&P Emergi | 0.25% | 38,655 | $1.3M | Reduce -33.3% |
| PEP Pepsico Inc. | 0.25% | 7,307 | $1.3M | Reduce -1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 20,652 | $1.3M | Add +8.4% |
| MTGP Wisdomtree Mtge Plus Bond | 0.24% | 28,903 | $1.3M | New |
| PANW Palo Alto Networks Inc. | 0.24% | 4,401 | $1.3M | Add +38.0% |
| CLOU Global X Cloud Computing ETF | 0.24% | 57,248 | $1.2M | Reduce -15.8% |
| PCAR Paccar Inc. | 0.24% | 10,018 | $1.2M | Add +0.0% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.24% | 10,716 | $1.2M | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 7,224 | $1.2M | Add +5.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.24% | 37,339 | $1.2M | Reduce -0.3% |
| PEG Public Service Enterprise GP | 0.23% | 18,086 | $1.2M | Add +0.0% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.23% | 38,609 | $1.2M | Reduce -32.1% |
| WMT Walmart Inc. | 0.23% | 19,797 | $1.2M | Reduce -6.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 5,914 | $1.1M | No change |
| FV First Trust DW Focus 5 Fund | 0.22% | 19,703 | $1.1M | Add +0.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 27,209 | $1.1M | Add +1.9% |
| MCD McDonald's Corp. | 0.21% | 3,863 | $1.1M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 5,520 | $1.1M | Add +0.7% |
| SMLV SS SPDR US SC Low Vol Idx | 0.20% | 9,278 | $1.0M | Add +3.3% |
| ICOW Pacer Developed Markets Inte | 0.19% | 31,365 | $1.0M | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.19% | 3,264 | $995K | Reduce -0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 15,495 | $994K | Reduce -7.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 3,461 | $992K | Add +2.7% |
| AOA iShares Core 80/20 Aggressiv | 0.19% | 13,265 | $974K | Add +8.4% |
| SMAY FT Vest U.S. Small Cap Moder | 0.19% | 41,594 | $954K | Reduce -21.8% |
| JPM JPMorgan Chase & Co. | 0.18% | 4,688 | $939K | Add +1.7% |
| DRIV Global X Autonomous&elec-ETF | 0.18% | 37,910 | $936K | Reduce -30.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 24,274 | $920K | Add +132.9% |
| SITE Siteone Landscape Supply Inc. | 0.17% | 5,106 | $891K | No change |
| BOTZ Global X Robotics & Artifici | 0.17% | 27,877 | $887K | Reduce -29.3% |
| TLH iShares 10-20 Year Treasury | 0.17% | 8,431 | $886K | New |
| IWF iShares Russell 1000 Growth | 0.17% | 2,570 | $866K | Add +12.4% |
| USFR Wisdomtree Floating Rate Tre | 0.17% | 16,993 | $855K | Add +79.7% |
| XLV SS Health Care Select Sector | 0.17% | 5,764 | $852K | Reduce -0.5% |
Options reported separately and not counted above: NVDA calls ($4.6M), AAPL puts ($1.4M), TSLA puts ($18K).
Portfolio Sells Q4 2023 → Q1 2024
| CAOS Alpha Architect Tail Risk | Reduce -0.6% | 29.19% | −2.33 |
| AAPL Apple Inc. | Reduce -1.8% | 3.43% | −0.84 |
| VIG Vanguard Dividend Apprec ETF | Reduce -25.4% | 0.91% | −0.33 |
| EPS Wisdomtree US Large Cap Fund | Reduce -30.4% | 0.61% | −0.25 |
| NOBL Proshares S&P 500 Dividend A | Reduce -30.3% | 0.54% | −0.25 |
| SCHG Schwab US Large-Cap Growth | Reduce -32.9% | 0.51% | −0.23 |
| IGLD FT Vest Gold Strategy Target | Reduce -25.0% | 0.52% | −0.22 |
| FTLS First Trust Long/Short Eqty | Reduce -32.1% | 0.40% | −0.18 |
| VIGI Vanguard Int Div App Indx FD | Reduce -35.1% | 0.28% | −0.18 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -10.9% | 0.81% | −0.16 |
| BA The Boeing Co. | Reduce -68.2% | 0.04% | −0.15 |
| EDIV State Street SPDR S&P Emergi | Reduce -33.3% | 0.25% | −0.15 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -15.1% | 0.94% | −0.14 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -32.1% | 0.23% | −0.13 |
| FTSM First Trust Enh Short Mat FD | Reduce -1.7% | 1.10% | −0.12 |
| BUG Global X Cybersecurity ETF | Reduce -20.0% | 0.31% | −0.11 |
| DRIV Global X Autonomous&elec-ETF | Reduce -30.9% | 0.18% | −0.10 |
| FINX Global X Fintech ETF | Reduce -26.9% | 0.28% | −0.10 |
| GLOBAL X HEALTHTECH ETF | Reduce -32.5% | 0.13% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -10.4% | 0.74% | −0.09 |
| CLOU Global X Cloud Computing ETF | Reduce -15.8% | 0.24% | −0.08 |
| SNSR Global X Internet of Things | Reduce -29.5% | 0.15% | −0.08 |
| ARKG ARK Genomic Revolution ETF | Reduce -16.2% | 0.14% | −0.07 |
| BOTZ Global X Robotics & Artifici | Reduce -29.3% | 0.17% | −0.07 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -21.8% | 0.19% | −0.06 |
| VDE Vanguard Energy ETF | Reduce -36.0% | 0.12% | −0.06 |
| PDD PDD Holdings Inc. | Reduce -8.6% | 0.12% | −0.06 |
| HERO Global X Video Games& Esport | Sold out | 0.00% | −0.06 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -0.6% | 0.49% | −0.05 |
| EELV Invesco S&P Emerging Markets | Sold out | 0.00% | −0.05 |
| NXTG First Trust Indxx Nextg ETF | Sold out | 0.00% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -8.5% | 0.46% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.05 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.05 |
| EBIZ Global X E-Commerce ETF | Reduce -30.3% | 0.12% | −0.04 |
| GLOF iShares Global Equity Factor | Sold out | 0.00% | −0.04 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −0.04 |
| OMFL Invesco Russell 1000 DYN M/F | Sold out | 0.00% | −0.04 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -27.6% | 0.07% | −0.04 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.36% | −0.04 |
| GJUL FT Vest US Equity Moderate B | Reduce -26.5% | 0.09% | −0.04 |
| SIGI Selective Insurance Group | Reduce -5.9% | 0.66% | −0.04 |
| EC Ecopetrol SA-Sponsored ADR | Sold out | 0.00% | −0.03 |
| VNLA Janus Henderson Short Durati | Reduce -34.8% | 0.05% | −0.03 |
| EES Wisdomtree US Smallcap Fund | Reduce -2.1% | 0.30% | −0.03 |
| GAUG FT Vest US Equity Moderate B | Reduce -21.5% | 0.10% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -6.3% | 0.12% | −0.03 |
| CWEN Clearway Energy Inc. Class C | Reduce -2.6% | 0.08% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -6.2% | 0.13% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| QGRW Wisdomtree US Quality Growth | New | 0.57% | +0.57 |
| AGGY Wisdomtree Yield Enhanced US | Add +270.0% | 0.71% | +0.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +172.2% | 0.70% | +0.46 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +111.3% | 0.89% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +170.7% | 0.51% | +0.32 |
| JMST JPM Ultra-Short Muni Income | Add +322.0% | 0.36% | +0.27 |
| SCHD Schwab US DVD Equity ETF | Add +149.7% | 0.43% | +0.25 |
| MTGP Wisdomtree Mtge Plus Bond | New | 0.24% | +0.24 |
| USMF Wisdomtree US Multifactor Fu | Add +30.8% | 0.96% | +0.24 |
| AMZN Amazon.com Inc. | Add +5.8% | 1.68% | +0.22 |
| ICOW Pacer Developed Markets Inte | New | 0.19% | +0.19 |
| DGRW Wisdomtree U.S. Quality Divi | Add +21.9% | 1.08% | +0.19 |
| AVGO Broadcom Inc. | Add +16.4% | 0.86% | +0.18 |
| MSFT Microsoft Corp. | Add +9.9% | 1.60% | +0.18 |
| TLH iShares 10-20 Year Treasury | New | 0.17% | +0.17 |
| DON Wisdomtree US Midcap Dividen | Add +36.2% | 0.60% | +0.15 |
| META Meta Platforms Inc. Class A | Add +17.0% | 0.38% | +0.12 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.4% | 0.71% | +0.11 |
| BAC Bank of America Corp. | Add +132.9% | 0.18% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.9% | 1.14% | +0.09 |
| DWMF Wisdomtree International Mul | Add +39.9% | 0.33% | +0.08 |
| QHY Wisdomtree US High Yield Cor | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +34.1% | 0.42% | +0.08 |
| CODI Compass Diversified Holdings | New | 0.07% | +0.07 |
| USFR Wisdomtree Floating Rate Tre | Add +79.7% | 0.17% | +0.07 |
| SMCI Super Micro Computer Inc. | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | Add +5.8% | 0.35% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +1.2% | 0.52% | +0.06 |
| LMT Lockheed Martin Corp. | Add +95.6% | 0.13% | +0.06 |
| CRM Salesforce Inc. | Add +70.6% | 0.13% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +86.2% | 0.10% | +0.05 |
| NXH Neighborhood Intelligence Inc. | New | 0.05% | +0.05 |
| MOG.A Moog Inc. Class A | New | 0.05% | +0.05 |
| WTAI Wisdomtree AI and Innovation | New | 0.05% | +0.05 |
| CAH Cardinal Health Inc. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +9.4% | 0.43% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +38.0% | 0.24% | +0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +20.7% | 0.38% | +0.04 |
| LLY Eli Lilly & Co. | Add +17.5% | 0.14% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| USAI Pacer Ame Energy Infr ETF-US | New | 0.04% | +0.04 |
| PLD Prologis Inc. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| STZ Constellation Brands Inc. Class A | New | 0.04% | +0.04 |
| AEP American Electric Power | New | 0.04% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +33.1% | 0.11% | +0.04 |
| PCAR Paccar Inc. | Add +0.0% | 0.24% | +0.03 |
Options Activity Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | call | New | 5,100 | $4.6M |
| AAPL Apple Inc. | put | New | 7,900 | $1.4M |
| TSLA Tesla Inc. | put | New | 100 | $18K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $567.3M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q1 2026 | 242 | $525.5M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q4 2025 | 282 | $660.0M | ATTR, CAOS, BOXX, NVDA, SPY |
| Q3 2025 | 284 | $652.8M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q2 2025 | 280 | $620.3M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q1 2025 | 275 | $570.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q4 2024 | 283 | $583.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q3 2024 | 293 | $574.3M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q2 2024 | 285 | $547.3M | CAOS, BOXX, NVDA, AAPL, SPY |
| Q1 2024 | 295 | $515.1M | CAOS, BOXX, AAPL, NVDA, AMZN |