Insight Advisors, LLC/ PA
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Insight Advisors, LLC/ PA reported 285 stock positions worth $547.3 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 28.3% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 7.0%) and Nvidia (NVDA, 4.1%). Compared with Q1 2024, it opened 9 new positions, sold out of 19, added to 132 and reduced 114. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +19%) and the biggest sale an exit from Automatic Data Processing (ADP).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $547.3M (Q2 2024)
- SEC Filing
- 0001172661-24-002758 ↗ filed Jul 15, 2024
Holdings Value
Holdings 285 stocks · $547.3M
| CAOS Alpha Architect Tail Risk | 28.29% | 1,824,332 | $154.8M | Add +2.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 7.04% | 357,183 | $38.5M | Add +19.0% |
| NVDA Nvidia Corp. | 4.11% | 181,915 | $22.5M | Reduce -5.9% |
| AAPL Apple Inc. | 3.83% | 99,595 | $21.0M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 19,104 | $10.4M | Add +69.8% |
| AMZN Amazon.com Inc. | 1.68% | 47,509 | $9.2M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.61% | 19,653 | $8.8M | Add +0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 1.17% | 82,206 | $6.4M | Add +12.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.15% | 178,689 | $6.3M | Add +40.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.07% | 15,671 | $5.9M | Add +0.0% |
| AGGY Wisdomtree Yield Enhanced US | 1.05% | 134,101 | $5.8M | Add +58.3% |
| USMF Wisdomtree US Multifactor Fu | 1.05% | 125,941 | $5.7M | Add +19.1% |
| FTSM First Trust Enh Short Mat FD | 1.04% | 95,320 | $5.7M | Add +0.2% |
| QGRW Wisdomtree US Quality Growth | 0.99% | 120,735 | $5.4M | Add +68.4% |
| AVGO Broadcom Inc. | 0.96% | 3,277 | $5.3M | Reduce -1.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.91% | 98,556 | $5.0M | Add +171.2% |
| GOOGL Alphabet Inc. Class A | 0.86% | 25,824 | $4.7M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 9,082 | $4.4M | Add +10.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.76% | 76,578 | $4.2M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.71% | 7,786 | $3.9M | Add +107.2% |
| IVV iShares Core S&P 500 ETF | 0.67% | 6,743 | $3.7M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 19,676 | $3.6M | Reduce -23.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 8,650 | $3.5M | Add +0.9% |
| DON Wisdomtree US Midcap Dividen | 0.64% | 74,689 | $3.5M | Add +17.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.64% | 80,086 | $3.5M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.58% | 17,304 | $3.2M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.58% | 40,676 | $3.2M | Add +49.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 19,695 | $3.2M | Add +1.2% |
| MRK Merck & Co. Inc. | 0.56% | 24,798 | $3.1M | Add +21.7% |
| SIGI Selective Insurance Group | 0.53% | 31,005 | $2.9M | No change |
| JPST JPMorgan Ultra-Short Income | 0.53% | 57,103 | $2.9M | Add +32.9% |
| VGT Vanguard Info Tech ETF | 0.51% | 4,874 | $2.8M | Add +24.9% |
| TSLA Tesla Inc. | 0.50% | 13,860 | $2.7M | Reduce -11.1% |
| IGLD FT Vest Gold Strategy Target | 0.50% | 136,039 | $2.7M | Add +0.4% |
| AMD Advanced Micro Devices | 0.48% | 16,055 | $2.6M | Reduce -9.3% |
| COST Costco Wholesale Corp. | 0.47% | 3,030 | $2.6M | Add +1.2% |
| FSIG FT Ltd. Duration Inv Grade | 0.46% | 133,773 | $2.5M | Add +0.3% |
| DGRO iShares Core Dividend Growth | 0.44% | 41,584 | $2.4M | Add +2.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.43% | 77,154 | $2.4M | Add +17.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.42% | 36,529 | $2.3M | Add +18.5% |
| EPS Wisdomtree US Large Cap Fund | 0.41% | 39,809 | $2.3M | Reduce -30.0% |
| MTGP Wisdomtree Mtge Plus Bond | 0.40% | 51,126 | $2.2M | Add +76.9% |
| DWMF Wisdomtree International Mul | 0.38% | 79,426 | $2.1M | Add +25.8% |
| SPIP SS SPDR P Tips ETF | 0.38% | 81,154 | $2.1M | Reduce -30.7% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 19,705 | $2.0M | Reduce -29.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.36% | 8,534 | $2.0M | No change |
| NFLX Netflix Inc. | 0.34% | 2,794 | $1.9M | Reduce -5.7% |
| META Meta Platforms Inc. Class A | 0.34% | 3,714 | $1.9M | Reduce -8.2% |
| BX Blackstone Inc. | 0.34% | 15,026 | $1.9M | Reduce -14.4% |
| NOBL Proshares S&P 500 Dividend A | 0.34% | 19,170 | $1.8M | Reduce -30.6% |
| DGS Wisdomtree Em Small Cap | 0.33% | 35,392 | $1.8M | Add +17.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 7,277 | $1.8M | Reduce -0.2% |
| EES Wisdomtree US Smallcap Fund | 0.32% | 37,689 | $1.8M | Add +21.1% |
| JNJ Johnson & Johnson | 0.30% | 11,355 | $1.7M | Reduce -3.9% |
| ICOW Pacer Developed Markets Inte | 0.30% | 53,433 | $1.6M | Add +70.4% |
| PFE Pfizer Inc. | 0.29% | 56,445 | $1.6M | Add +0.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.28% | 47,654 | $1.6M | Add +27.6% |
| PANW Palo Alto Networks Inc. | 0.28% | 4,502 | $1.5M | Add +2.3% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 16,482 | $1.5M | Reduce -0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 10,113 | $1.5M | No change |
| TLH iShares 10-20 Year Treasury | 0.27% | 14,615 | $1.5M | Add +73.3% |
| FTLS First Trust Long/Short Eqty | 0.27% | 23,820 | $1.5M | Reduce -28.1% |
| PG The Procter & Gamble Co. | 0.27% | 8,999 | $1.5M | Reduce -0.1% |
| AXP American Express Co. | 0.27% | 6,384 | $1.5M | Reduce -5.9% |
| WFC Wells Fargo & Co. | 0.26% | 24,032 | $1.4M | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 21,184 | $1.4M | Add +2.6% |
| HD Home Depot Inc. | 0.25% | 3,932 | $1.4M | Reduce -12.1% |
| WMT Walmart Inc. | 0.25% | 19,821 | $1.3M | Add +0.1% |
| PEG Public Service Enterprise GP | 0.24% | 18,025 | $1.3M | Reduce -0.3% |
| CWH Camping World Holdings Inc. Class A | 0.23% | 71,751 | $1.3M | Reduce -23.1% |
| BUG Global X Cybersecurity ETF | 0.23% | 41,676 | $1.2M | Reduce -23.5% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.22% | 10,867 | $1.2M | Add +1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 3,685 | $1.2M | Add +6.5% |
| USFR Wisdomtree Floating Rate Tre | 0.21% | 22,798 | $1.1M | Add +34.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 28,126 | $1.1M | Add +3.4% |
| FV First Trust DW Focus 5 Fund | 0.21% | 19,709 | $1.1M | Add +0.0% |
| PEP Pepsico Inc. | 0.20% | 6,749 | $1.1M | Reduce -7.6% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 6,706 | $1.1M | Reduce -7.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.20% | 3,229 | $1.1M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 5,888 | $1.1M | Reduce -0.4% |
| SMLV SS SPDR US SC Low Vol Idx | 0.19% | 9,638 | $1.1M | Add +3.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 15,592 | $1.0M | Add +0.6% |
| VIGI Vanguard Int Div App Indx FD | 0.19% | 12,649 | $1.0M | Reduce -29.4% |
| PHYS Sprott Physical Gold Trust | 0.18% | 56,022 | $1.0M | Add +15.9% |
| PAVE Global X US Infrastructure | 0.18% | 27,306 | $1.0M | Add +35.8% |
| AOA iShares Core 80/20 Aggressiv | 0.18% | 13,341 | $998K | Add +0.6% |
| FALN iShares Fallen Angels ETF | 0.18% | 37,052 | $970K | Add +21.7% |
| JPM JPMorgan Chase & Co. | 0.17% | 4,719 | $955K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 5,489 | $949K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.17% | 8,208 | $945K | Add +34.0% |
| IWF iShares Russell 1000 Growth | 0.17% | 2,572 | $937K | Add +0.1% |
| PCAR Paccar Inc. | 0.17% | 9,068 | $933K | Reduce -9.5% |
| FINX Global X Fintech ETF | 0.17% | 36,019 | $906K | Reduce -30.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 22,577 | $898K | Reduce -7.0% |
| QHY Wisdomtree US High Yield Cor | 0.16% | 19,815 | $884K | Add +114.3% |
| EDIV State Street SPDR S&P Emergi | 0.16% | 24,999 | $882K | Reduce -35.3% |
| CLOU Global X Cloud Computing ETF | 0.16% | 44,336 | $872K | Reduce -22.6% |
| LLY Eli Lilly & Co. | 0.15% | 928 | $841K | Add +3.3% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.15% | 26,064 | $836K | Reduce -32.5% |
| SPLB SS SPDR P Long Term C ETF | 0.15% | 37,040 | $835K | Add +13.8% |
Options reported separately and not counted above: BRK.B puts ($2.2M), GOOG puts ($2.0M), AAPL puts ($1.7M), BAC puts ($541K).
Portfolio Sells Q1 2024 → Q2 2024
| ADP Automatic Data Processing | Sold out | 0.00% | −0.28 |
| CWH Camping World Holdings Inc. Class A | Reduce -23.1% | 0.23% | −0.27 |
| VIG Vanguard Dividend Apprec ETF | Reduce -23.1% | 0.66% | −0.25 |
| NOBL Proshares S&P 500 Dividend A | Reduce -30.6% | 0.34% | −0.21 |
| SPIP SS SPDR P Tips ETF | Reduce -30.7% | 0.38% | −0.21 |
| EPS Wisdomtree US Large Cap Fund | Reduce -30.0% | 0.41% | −0.20 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -5.8% | 0.64% | −0.17 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.7% | 0.76% | −0.17 |
| AMD Advanced Micro Devices | Reduce -9.3% | 0.48% | −0.14 |
| SCHG Schwab US Large-Cap Growth | Reduce -29.9% | 0.36% | −0.14 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.13 |
| FTLS First Trust Long/Short Eqty | Reduce -28.1% | 0.27% | −0.12 |
| FINX Global X Fintech ETF | Reduce -30.1% | 0.17% | −0.11 |
| BX Blackstone Inc. | Reduce -14.4% | 0.34% | −0.11 |
| VIGI Vanguard Int Div App Indx FD | Reduce -29.4% | 0.19% | −0.10 |
| EDIV State Street SPDR S&P Emergi | Reduce -35.3% | 0.16% | −0.09 |
| BUG Global X Cybersecurity ETF | Reduce -23.5% | 0.23% | −0.09 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Reduce -12.1% | 0.25% | −0.09 |
| CLOU Global X Cloud Computing ETF | Reduce -22.6% | 0.16% | −0.08 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -32.5% | 0.15% | −0.08 |
| DRIV Global X Autonomous&elec-ETF | Reduce -36.1% | 0.10% | −0.08 |
| MCD McDonald's Corp. | Reduce -25.0% | 0.13% | −0.08 |
| CRM Salesforce Inc. | Reduce -44.6% | 0.06% | −0.07 |
| BOTZ Global X Robotics & Artifici | Reduce -35.4% | 0.10% | −0.07 |
| PCAR Paccar Inc. | Reduce -9.5% | 0.17% | −0.07 |
| GLOBAL X HEALTHTECH ETF | Reduce -39.4% | 0.07% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.9% | 0.30% | −0.06 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -28.7% | 0.13% | −0.06 |
| FLG New York Community Bancorp | Sold out | 0.00% | −0.06 |
| SNSR Global X Internet of Things | Reduce -32.2% | 0.10% | −0.06 |
| NXH Neighborhood Intelligence Inc. | Sold out | 0.00% | −0.05 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.05 |
| ARKG ARK Genomic Revolution ETF | Reduce -17.7% | 0.09% | −0.05 |
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −0.05 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.05 |
| PDD PDD Holdings Inc. | Reduce -45.1% | 0.07% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.05 |
| VDE Vanguard Energy ETF | Reduce -32.9% | 0.07% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -7.6% | 0.20% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| IHDG Wisdomtree International Hed | Reduce -23.1% | 0.11% | −0.04 |
| EBIZ Global X E-Commerce ETF | Reduce -31.5% | 0.07% | −0.04 |
| GJUL FT Vest US Equity Moderate B | Reduce -42.8% | 0.05% | −0.04 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.04 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -8.2% | 0.34% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| BOXX Alpha Architect 1-3 MNTH Box | Add +19.0% | 7.04% | +0.83 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +69.8% | 1.90% | +0.76 |
| JMST JPM Ultra-Short Muni Income | Add +171.2% | 0.91% | +0.56 |
| QGRW Wisdomtree US Quality Growth | Add +68.4% | 0.99% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +107.2% | 0.71% | +0.36 |
| AGGY Wisdomtree Yield Enhanced US | Add +58.3% | 1.05% | +0.34 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +40.5% | 1.15% | +0.26 |
| MTGP Wisdomtree Mtge Plus Bond | Add +76.9% | 0.40% | +0.16 |
| SCHD Schwab US DVD Equity ETF | Add +49.0% | 0.58% | +0.15 |
| VGT Vanguard Info Tech ETF | Add +24.9% | 0.51% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.86% | +0.12 |
| JPST JPMorgan Ultra-Short Income | Add +32.9% | 0.53% | +0.11 |
| AGZ iShares Agency Bond ETF | New | 0.10% | +0.10 |
| TLH iShares 10-20 Year Treasury | Add +73.3% | 0.27% | +0.10 |
| ICOW Pacer Developed Markets Inte | Add +70.4% | 0.30% | +0.10 |
| FBND Fidelity Total Bond ETF | New | 0.10% | +0.10 |
| DGRW Wisdomtree U.S. Quality Divi | Add +12.3% | 1.17% | +0.09 |
| USMF Wisdomtree US Multifactor Fu | Add +19.1% | 1.05% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.8% | 0.80% | +0.09 |
| QHY Wisdomtree US High Yield Cor | Add +114.3% | 0.16% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.58% | +0.07 |
| QTUM Defiance Quantum ETF | New | 0.07% | +0.07 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.06% | +0.06 |
| ENVX Enovix Corp. | Add +1.1% | 0.13% | +0.06 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +17.1% | 0.43% | +0.05 |
| DWMF Wisdomtree International Mul | Add +25.8% | 0.38% | +0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +27.6% | 0.28% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.47% | +0.04 |
| USFR Wisdomtree Floating Rate Tre | Add +34.2% | 0.21% | +0.04 |
| IBND SS SPDR BB Intl Corp. BD ETF | Add +63.7% | 0.12% | +0.04 |
| VCIT Vanguard Int-Term Corporate | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +21.7% | 0.56% | +0.04 |
| NEE Nextera Energy Inc. | New | 0.04% | +0.04 |
| DON Wisdomtree US Midcap Dividen | Add +17.9% | 0.64% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.04% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| WCLD Wisdomtree Cloud Computing | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 0.28% | +0.04 |
| XOM Exxon Mobil Corp. | Add +34.0% | 0.17% | +0.03 |
| DGS Wisdomtree Em Small Cap | Add +17.1% | 0.33% | +0.03 |
| DLS Wisdomtree Intl S/C DVD Fund | Add +18.5% | 0.42% | +0.03 |
| PAVE Global X US Infrastructure | Add +35.8% | 0.18% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +21.0% | 0.13% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.0% | 1.07% | +0.02 |
| PHYS Sprott Physical Gold Trust | Add +15.9% | 0.18% | +0.02 |
| EES Wisdomtree US Smallcap Fund | Add +21.1% | 0.32% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +6.5% | 0.21% | +0.02 |
| FALN iShares Fallen Angels ETF | Add +21.7% | 0.18% | +0.02 |
| LLY Eli Lilly & Co. | Add +3.3% | 0.15% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +7.6% | 0.12% | +0.02 |
Options Activity Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | call | Sold out | 51,000 | $4.6Mbefore exit |
| BRK.B Berkshire Hathaway Inc. Class B | put | New | 5,400 | $2.2M |
| GOOG Alphabet Inc. Class C | put | New | 10,700 | $2.0M |
| BAC Bank of America Corp. | put | New | 13,600 | $541K |
| TSLA Tesla Inc. | put | Sold out | 100 | $18Kbefore exit |
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 |