Insight Advisors, LLC/ PA
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Insight Advisors, LLC/ PA reported 293 stock positions worth $574.3 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 27.5% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 6.6%) and Apple (AAPL, 3.9%). Compared with Q2 2024, it opened 17 new positions, sold out of 9, added to 136 and reduced 114. The biggest buy was Wisdomtree International Hed (IHDG, shares +681%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $574.3M (Q3 2024)
- SEC Filing
- 0001172661-24-004249 ↗ filed Oct 15, 2024
Holdings Value
Holdings 293 stocks · $574.3M
| CAOS Alpha Architect Tail Risk | 27.55% | 1,829,352 | $158.2M | Add +0.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 6.64% | 350,025 | $38.1M | Reduce -2.0% |
| AAPL Apple Inc. | 3.91% | 96,465 | $22.5M | Reduce -3.1% |
| NVDA Nvidia Corp. | 3.63% | 171,719 | $20.9M | Reduce -5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.26% | 22,588 | $13.0M | Add +18.2% |
| AMZN Amazon.com Inc. | 1.56% | 48,021 | $8.9M | Add +1.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.46% | 100,862 | $8.4M | Add +22.7% |
| MSFT Microsoft Corp. | 1.45% | 19,292 | $8.3M | Reduce -1.8% |
| QGRW Wisdomtree US Quality Growth | 1.33% | 167,118 | $7.6M | Add +38.4% |
| AGGY Wisdomtree Yield Enhanced US | 1.24% | 158,962 | $7.1M | Add +18.5% |
| USMF Wisdomtree US Multifactor Fu | 1.16% | 136,403 | $6.7M | Add +8.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.11% | 124,881 | $6.4M | Add +26.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 15,704 | $6.0M | Add +0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.04% | 159,203 | $6.0M | Reduce -10.9% |
| FTSM First Trust Enh Short Mat FD | 1.01% | 97,243 | $5.8M | Add +2.0% |
| AVGO Broadcom Inc. | 1.00% | 33,419 | $5.8M | Add +2.0% |
| IHDG Wisdomtree International Hed | 0.80% | 100,250 | $4.6M | Add +681.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 9,299 | $4.5M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.76% | 8,284 | $4.4M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 0.73% | 25,444 | $4.2M | Reduce -1.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.72% | 71,423 | $4.1M | Reduce -6.7% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 48,862 | $4.1M | Add +20.1% |
| JPST JPMorgan Ultra-Short Income | 0.70% | 79,464 | $4.0M | Add +39.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 8,597 | $4.0M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.68% | 6,747 | $3.9M | Add +0.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.63% | 77,513 | $3.6M | Reduce -3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 19,723 | $3.4M | Add +0.1% |
| IGLD FT Vest Gold Strategy Target | 0.54% | 143,822 | $3.1M | Add +5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.54% | 15,570 | $3.1M | Reduce -20.9% |
| GOOG Alphabet Inc. Class C | 0.52% | 17,792 | $3.0M | Add +2.8% |
| VGT Vanguard Info Tech ETF | 0.51% | 4,971 | $2.9M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.51% | 3,277 | $2.9M | Add +8.2% |
| MTGP Wisdomtree Mtge Plus Bond | 0.49% | 63,005 | $2.8M | Add +23.2% |
| MRK Merck & Co. Inc. | 0.49% | 24,772 | $2.8M | Reduce -0.1% |
| SIGI Selective Insurance Group | 0.48% | 29,805 | $2.8M | Reduce -3.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.47% | 81,445 | $2.7M | Add +5.6% |
| FSIG FT Ltd. Duration Inv Grade | 0.45% | 134,208 | $2.6M | Add +0.3% |
| TSLA Tesla Inc. | 0.44% | 9,735 | $2.5M | Reduce -29.8% |
| AMD Advanced Micro Devices | 0.43% | 15,070 | $2.5M | Reduce -6.1% |
| DGRO iShares Core Dividend Growth | 0.42% | 38,696 | $2.4M | Reduce -6.9% |
| BX Blackstone Inc. | 0.40% | 15,148 | $2.3M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 35,173 | $2.2M | Add +239.9% |
| ICOW Pacer Developed Markets Inte | 0.36% | 66,048 | $2.1M | Add +23.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.36% | 8,575 | $2.1M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.36% | 3,633 | $2.1M | Reduce -2.2% |
| DGS Wisdomtree Em Small Cap | 0.35% | 37,355 | $2.0M | Add +5.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.35% | 7,463 | $2.0M | Add +2.6% |
| TLH iShares 10-20 Year Treasury | 0.33% | 17,477 | $1.9M | Add +19.6% |
| EES Wisdomtree US Smallcap Fund | 0.33% | 36,154 | $1.9M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.32% | 11,192 | $1.8M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.31% | 2,549 | $1.8M | Reduce -8.8% |
| CWH Camping World Holdings Inc. Class A | 0.30% | 72,113 | $1.7M | Add +0.5% |
| INTC Intel Corp. | 0.30% | 74,084 | $1.7M | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.30% | 51,292 | $1.7M | Add +7.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 10,117 | $1.7M | Add +0.0% |
| AXP American Express Co. | 0.29% | 6,147 | $1.7M | Reduce -3.7% |
| WMT Walmart Inc. | 0.28% | 20,023 | $1.6M | Add +1.0% |
| PFE Pfizer Inc. | 0.28% | 55,678 | $1.6M | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.28% | 4,687 | $1.6M | Add +4.1% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 16,517 | $1.6M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.27% | 8,911 | $1.5M | Reduce -1.0% |
| SCHG Schwab US Large-Cap Growth | 0.27% | 14,771 | $1.5M | Reduce -25.0% |
| EPS Wisdomtree US Large Cap Fund | 0.27% | 25,488 | $1.5M | Reduce -36.0% |
| HD Home Depot Inc. | 0.27% | 3,767 | $1.5M | Reduce -4.2% |
| PEG Public Service Enterprise GP | 0.26% | 17,022 | $1.5M | Reduce -5.6% |
| DXJ Wisdomtree Japan Hedged Eq | 0.26% | 14,098 | $1.5M | New |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 13,841 | $1.5M | Reduce -27.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 21,774 | $1.5M | Add +2.8% |
| WFC Wells Fargo & Co. | 0.24% | 24,014 | $1.4M | Reduce -0.1% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.23% | 11,313 | $1.3M | Add +4.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 28,569 | $1.3M | Add +1.6% |
| USFR Wisdomtree Floating Rate Tre | 0.22% | 25,432 | $1.3M | Add +11.6% |
| QHY Wisdomtree US High Yield Cor | 0.22% | 26,848 | $1.2M | Add +35.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 5,545 | $1.2M | Add +1.0% |
| SMLV SS SPDR US SC Low Vol Idx | 0.21% | 9,811 | $1.2M | Add +1.8% |
| FALN iShares Fallen Angels ETF | 0.21% | 43,576 | $1.2M | Add +17.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 3,672 | $1.2M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 5,864 | $1.2M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 6,518 | $1.2M | Reduce -2.8% |
| PAVE Global X US Infrastructure | 0.20% | 27,583 | $1.1M | Add +1.0% |
| PHYS Sprott Physical Gold Trust | 0.20% | 55,372 | $1.1M | Reduce -1.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 16,036 | $1.1M | Add +2.9% |
| FV First Trust DW Focus 5 Fund | 0.19% | 18,964 | $1.1M | Reduce -3.8% |
| DON Wisdomtree US Midcap Dividen | 0.19% | 21,336 | $1.1M | Reduce -71.4% |
| PEP Pepsico Inc. | 0.19% | 6,350 | $1.1M | Reduce -5.9% |
| VOOG Vanguard S&P 500 Growth ETF | 0.19% | 3,091 | $1.1M | Reduce -4.3% |
| AOA iShares Core 80/20 Aggressiv | 0.18% | 13,451 | $1.1M | Add +0.8% |
| FTLS First Trust Long/Short Eqty | 0.18% | 16,672 | $1.1M | Reduce -30.0% |
| AGZ iShares Agency Bond ETF | 0.18% | 9,498 | $1.0M | Add +80.6% |
| BUG Global X Cybersecurity ETF | 0.18% | 33,185 | $1.0M | Reduce -20.4% |
| SPIP SS SPDR P Tips ETF | 0.18% | 38,926 | $1.0M | Reduce -52.0% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.18% | 33,152 | $1.0M | Add +40.0% |
| XOM Exxon Mobil Corp. | 0.17% | 8,475 | $993K | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.17% | 4,699 | $991K | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.17% | 2,575 | $967K | Add +0.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.17% | 13,813 | $954K | Reduce -62.2% |
| SPLB SS SPDR P Long Term C ETF | 0.16% | 38,189 | $923K | Add +3.1% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 14,545 | $916K | Add +9.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 22,680 | $900K | Add +0.5% |
| BAH Booz Allen Hamilton Holdings | 0.15% | 5,413 | $881K | Add +1.8% |
Options reported separately and not counted above: BRK.B puts ($2.5M), GOOG puts ($1.8M), BAC puts ($540K), AMGN puts ($419K), RTX puts ($291K), NVDA puts ($231K), MRK puts ($148K).
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -5.6% | 3.63% | −0.47 |
| DON Wisdomtree US Midcap Dividen | Reduce -71.4% | 0.19% | −0.45 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -2.0% | 6.64% | −0.40 |
| DWMF Wisdomtree International Mul | Reduce -72.0% | 0.11% | −0.27 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -62.2% | 0.17% | −0.26 |
| SPIP SS SPDR P Tips ETF | Reduce -52.0% | 0.18% | −0.20 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.45% | −0.16 |
| EPS Wisdomtree US Large Cap Fund | Reduce -36.0% | 0.27% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 0.73% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -20.9% | 0.54% | −0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -10.9% | 1.04% | −0.10 |
| SCHG Schwab US Large-Cap Growth | Reduce -25.0% | 0.27% | −0.10 |
| FTLS First Trust Long/Short Eqty | Reduce -30.0% | 0.18% | −0.09 |
| NOBL Proshares S&P 500 Dividend A | Reduce -27.8% | 0.26% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.07 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.49% | −0.07 |
| TSLA Tesla Inc. | Reduce -29.8% | 0.44% | −0.06 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.06 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.05 |
| GNOV FT Vest US Equity Moderate B | Sold out | 0.00% | −0.05 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -38.2% | 0.08% | −0.05 |
| SIGI Selective Insurance Group | Reduce -3.9% | 0.48% | −0.05 |
| EDIV State Street SPDR S&P Emergi | Reduce -30.4% | 0.11% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -27.5% | 0.14% | −0.05 |
| BUG Global X Cybersecurity ETF | Reduce -20.4% | 0.18% | −0.05 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.05 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -27.3% | 0.11% | −0.05 |
| AMD Advanced Micro Devices | Reduce -6.1% | 0.43% | −0.05 |
| PCAR Paccar Inc. | Reduce -18.8% | 0.13% | −0.04 |
| MMIT Nylim Mackay Muni Intermedia | Sold out | 0.00% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.7% | 0.72% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.04 |
| DRIV Global X Autonomous&elec-ETF | Reduce -35.9% | 0.06% | −0.04 |
| SNSR Global X Internet of Things | Reduce -35.1% | 0.06% | −0.04 |
| BOTZ Global X Robotics & Artifici | Reduce -36.6% | 0.06% | −0.04 |
| FINX Global X Fintech ETF | Reduce -24.9% | 0.13% | −0.03 |
| CLOU Global X Cloud Computing ETF | Reduce -19.5% | 0.13% | −0.03 |
| NFLX Netflix Inc. | Reduce -8.8% | 0.31% | −0.03 |
| GAUG FT Vest US Equity Moderate B | Reduce -39.8% | 0.04% | −0.03 |
| F Ford Motor Co. | Reduce -0.4% | 0.11% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -32.1% | 0.07% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.6% | 0.11% | −0.03 |
| VDE Vanguard Energy ETF | Reduce -30.3% | 0.05% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.3% | 0.10% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.24% | −0.02 |
| EBIZ Global X E-Commerce ETF | Reduce -38.1% | 0.05% | −0.02 |
| LRCX Lam Research Corp. | Reduce -1.7% | 0.06% | −0.02 |
| GLOBAL X HEALTHTECH ETF | Reduce -33.0% | 0.05% | −0.02 |
| XLE SS Energy Select Sector | Reduce -5.2% | 0.12% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| IHDG Wisdomtree International Hed | Add +681.5% | 0.80% | +0.69 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.2% | 2.26% | +0.36 |
| QGRW Wisdomtree US Quality Growth | Add +38.4% | 1.33% | +0.34 |
| INTC Intel Corp. | New | 0.30% | +0.30 |
| DGRW Wisdomtree U.S. Quality Divi | Add +22.7% | 1.46% | +0.29 |
| IJH iShares Core S&P Midcap ETF | Add +239.9% | 0.38% | +0.27 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.26% | +0.26 |
| JMST JPM Ultra-Short Muni Income | Add +26.7% | 1.11% | +0.19 |
| AGGY Wisdomtree Yield Enhanced US | Add +18.5% | 1.24% | +0.18 |
| JPST JPMorgan Ultra-Short Income | Add +39.2% | 0.70% | +0.18 |
| SCHD Schwab US DVD Equity ETF | Add +20.1% | 0.72% | +0.14 |
| USMF Wisdomtree US Multifactor Fu | Add +8.3% | 1.16% | +0.12 |
| MTGP Wisdomtree Mtge Plus Bond | Add +23.2% | 0.49% | +0.09 |
| AGZ iShares Agency Bond ETF | Add +80.6% | 0.18% | +0.08 |
| CWH Camping World Holdings Inc. Class A | Add +0.5% | 0.30% | +0.07 |
| ICOW Pacer Developed Markets Inte | Add +23.6% | 0.36% | +0.07 |
| BX Blackstone Inc. | Add +0.8% | 0.40% | +0.06 |
| TLH iShares 10-20 Year Treasury | Add +19.6% | 0.33% | +0.06 |
| QHY Wisdomtree US High Yield Cor | Add +35.5% | 0.22% | +0.05 |
| IBND SS SPDR BB Intl Corp. BD ETF | Add +40.0% | 0.18% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 0.76% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| IGLD FT Vest Gold Strategy Target | Add +5.7% | 0.54% | +0.04 |
| AVGO Broadcom Inc. | Add +2.0% | 1.00% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.21% | +0.04 |
| NOW ServiceNow Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| TLT iShares 20+ Year Treasury BD | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | New | 0.04% | +0.04 |
| CP Canadian Pacific Kansas City | New | 0.04% | +0.04 |
| BCO The Brink's Co. | New | 0.04% | +0.04 |
| ELD Wisdomtree Emrg MKTS Debt | New | 0.04% | +0.04 |
| RACE Ferrari NV | New | 0.04% | +0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +5.6% | 0.47% | +0.04 |
| VPL Vanguard Ftse Pacific ETF | New | 0.04% | +0.04 |
| IEF iShares 7-10 Year Treasury B | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +1.0% | 0.28% | +0.04 |
| DD Dupont DE Nemours Inc. | New | 0.04% | +0.04 |
| FUTY Fidelity MSCI US Utilities | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +8.2% | 0.51% | +0.04 |
| FALN iShares Fallen Angels ETF | Add +17.6% | 0.21% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +26.1% | 0.12% | +0.02 |
| PFIG Invesco Fundamental Investme | Add +36.0% | 0.09% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +0.2% | 0.10% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.60% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | Add +17.9% | 0.14% | +0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +1.6% | 0.23% | +0.02 |
| RH RH | Add +1.3% | 0.08% | +0.02 |
| SMLV SS SPDR US SC Low Vol Idx | Add +1.8% | 0.21% | +0.02 |
Options Activity Q2 2024 → Q3 2024
| AAPL Apple Inc. | put | Sold out | 7,900 | $1.7Mbefore exit |
| AMGN Amgen Inc. | put | New | 1,300 | $419K |
| RTX RTX Corp. | put | New | 2,400 | $291K |
| NVDA Nvidia Corp. | put | New | 1,900 | $231K |
| MRK Merck & Co. Inc. | put | New | 1,300 | $148K |
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 |